UWM Holdings Corp
UWMC- Exchange
- NYSE
- Industry
- Mortgage Bankers & Loan Correspondents
- SEC CIK
- 0001783398
No open-market purchases or sales by UWM Holdings Corp insiders were filed in the last 90 days; 293 institutions reported holding it in 13F filings for Q2 2026, worth $601.5M in total; Duquesne Family Office is the only superinvestor holding it.
13F holders, Q4 2024
Institutional positions in UWM Holdings Corp as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 225
- +9 vs. Q3 2024
- Shares held
- 85.9M
- +13.1M (+18.0%) vs. Q3 2024
- Total value
- $503.6M
- −$116.0M (−18.7%) vs. Q3 2024
- New holders
- 52
- 87 more added
- Sold out
- 43
- 65 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UWMC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 293 | $601.5M |
| Q1 2026 | 285 | $751.0M |
| Q4 2025 | 297 | $948.2M |
| Q3 2025 | 257 | $1.05B |
| Q2 2025 | 230 | $561.8M |
| Q1 2025 | 242 | $655.8M |
| Q4 2024 | 225 | $503.6M |
| Q3 2024 | 219 | $621.0M |
| Q2 2024 | 192 | $371.1M |
| Q1 2024 | 183 | $362.7M |
| Q4 2023 | 183 | $338.5M |
| Q3 2023 | 165 | $207.3M |
| Q2 2023 | 160 | $234.1M |
| Q1 2023 | 159 | $194.4M |
| Q4 2022 | 154 | $119.7M |
| Q3 2022 | 134 | $102.7M |
| Q2 2022 | 145 | $125.2M |
| Q1 2022 | 146 | $187.4M |
| Q4 2021 | 158 | $182.3M |
| Q3 2021 | 138 | $188.3M |
| Q2 2021 | 141 | $229.2M |
| Q1 2021 | 97 | $192.6M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 35,127 | $206.0K | 0.00% | +35,127 | New |
| PDT Partners, LLC | 34,066 | $200.0K | 0.02% | −69,515−67.1% | Reduced |
| Two Sigma Securities, LLC | 33,465 | $196.4K | 0.04% | +33,465 | New |
| Cresset Asset Management, LLC | 32,013 | $191.1K | 0.00% | +834+2.7% | Added |
| Public Employees Retirement System of Ohio | 32,400 | $190.2K | 0.00% | −1,856−5.4% | Reduced |
| Voya Investment Management LLC | 32,352 | $189.9K | 0.00% | −1,732−5.1% | Reduced |
| Quantinno Capital Management LP | 32,155 | $188.8K | 0.00% | +19,736+158.9% | Added |
| Salzhauer Michael | 150,000 | $187.5K | 0.10% | +150,000 | New |
| Taylor & Morgan Wealth Management, LLC | 31,923 | $187.4K | 0.13% | +438+1.4% | Added |
| Nomura Holdings Inc | 31,896 | $187.2K | 0.00% | +31,896 | New |
| Corton Capital Inc. | 30,977 | $181.8K | 0.10% | −31,148−50.1% | Reduced |
| D. E. Shaw & Co., Inc. | 30,726 | $180.4K | 0.00% | −349,450−91.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 30,204 | $177.3K | 0.01% | −233−0.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 30,148 | $177.0K | 0.02% | +7,164+31.2% | Added |
| Mercer Global Advisors Inc | 30,014 | $176.2K | 0.00% | +6,181+25.9% | Added |
| Brinker Capital Investments, LLC | 29,711 | $174.4K | 0.00% | +19,686+196.4% | Added |
| Orion Portfolio Solutions, LLC | 29,711 | $174.4K | 0.00% | +19,686+196.4% | Added |
| Price T Rowe Associates Inc | 29,477 | $174.0K | 0.00% | +3,524+13.6% | Added |
| Jane Street Group, LLC | 28,864 | $169.4K | 0.00% | −35,500−55.2% | Reduced |
| State Board of Administration of Florida Retirement System | 26,720 | $156.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 26,362 | $154.7K | 0.00% | +389+1.5% | Added |
| Quest Partners LLC | 26,284 | $154.3K | 0.02% | +23,188+749.0% | Added |
| Bayesian Capital Management, LP | 25,000 | $146.8K | 0.02% | +25,000 | New |
| Wolverine Trading, LLC | 25,341 | $145.5K | 0.00% | −26,425−51.0% | Reduced |
| Sigma Planning Corp | 24,521 | $143.9K | 0.00% | +24+0.1% | Added |
| Engineers Gate Manager LP | 24,358 | $143.0K | 0.00% | −8,633−26.2% | Reduced |
| Creative Planning | 24,085 | $141.4K | 0.00% | −24,878−50.8% | Reduced |
| Bryn Mawr Trust Co | 23,361 | $137.1K | 0.00% | −4,682−16.7% | Reduced |
| Trace Wealth Advisors, LLC | 22,500 | $132.1K | 0.12% | +22,500 | New |
| Commonwealth Equity Services, LLC | 21,035 | $123.0K | 0.00% | −5,918−22.0% | Reduced |
| KLP Kapitalforvaltning AS | 20,300 | $120.9K | 0.00% | +20,300 | New |
| Secure Asset Management, LLC | 20,339 | $119.4K | 0.02% | +20,339 | New |
| Victory Capital Management Inc | 20,330 | $119.3K | 0.00% | +3,488+20.7% | Added |
| Sherbrooke Park Advisers LLC | 20,038 | $117.6K | 0.04% | +2,975+17.4% | Added |
| Envestnet Asset Management Inc | 19,996 | $117.4K | 0.00% | −60.0% | Reduced |
| DDFG, Inc | 18,836 | $110.6K | 0.03% | +250+1.3% | Added |
| Fidelis Capital Partners, LLC | 18,545 | $109.0K | 0.01% | −100−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,158 | $106.6K | 0.00% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 17,875 | $104.9K | 0.04% | −3,900−17.9% | Reduced |
| Pictet Asset Management Holding SA | 15,787 | $92.7K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 15,407 | $91.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 15,244 | $89.5K | 0.00% | +64+0.4% | Added |
| Commerce Bank | 14,301 | $83.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 14,060 | $83.0K | 0.00% | +660+4.9% | Added |
| HB Wealth Management, LLC | 14,053 | $82.5K | 0.00% | +2,631+23.0% | Added |
| SEI Investments Co | 14,049 | $82.5K | 0.00% | +14,049 | New |
| Private Advisor Group, LLC | 13,848 | $81.3K | 0.00% | −8,735−38.7% | Reduced |
| Teza Capital Management LLC | 13,379 | $78.5K | 0.01% | −7,078−34.6% | Reduced |
| Aigen Investment Management, LP | 13,242 | $77.7K | 0.01% | −5,670−30.0% | Reduced |
| Sanctuary Advisors, LLC | 12,105 | $76.9K | 0.00% | +12,105 | New |
| TownSquare Capital, LLC | 12,340 | $72.4K | 0.00% | +12,340 | New |
| Kestra Advisory Services, LLC | 12,271 | $72.0K | 0.00% | +12,271 | New |
| Quent Capital, LLC | 12,259 | $72.0K | 0.01% | −1,238−9.2% | Reduced |
| LJI Wealth Management, LLC | 12,000 | $70.4K | 0.01% | −3,160−20.8% | Reduced |
| CWM, LLC | 11,994 | $70.0K | 0.00% | −2,249−15.8% | Reduced |
| Good Life Advisors, LLC | 10,948 | $64.3K | 0.00% | +718+7.0% | Added |
| JustInvest LLC | 10,877 | $63.8K | 0.00% | −750−6.5% | Reduced |
| Arkadios Wealth Advisors | 10,141 | $59.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,466 | $55.6K | 0.00% | −1,950−17.1% | Reduced |
| Deutsche Bank AG | 6,455 | $37.9K | 0.00% | +6,455 | New |
| The PNC Financial Services Group, Inc. | 6,216 | $36.5K | 0.00% | −1,390−18.3% | Reduced |
| Amalgamated Bank | 5,851 | $34.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,694 | $27.6K | 0.00% | +4+0.1% | Added |
| MetLife Investment Management | 4,511 | $26.5K | 0.00% | −90−2.0% | Reduced |
| Quadrant Capital Group LLC | 4,078 | $23.9K | 0.00% | −2,992−42.3% | Reduced |
| IFP Advisors, Inc | 3,916 | $23.0K | 0.00% | +128+3.4% | Added |
| Signaturefd, LLC | 3,466 | $20.3K | 0.00% | −3,049−46.8% | Reduced |
| CIBC Private Wealth Group, LLC | 3,101 | $17.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,905 | $17.1K | 0.00% | +1,079+59.1% | Added |
| Sterling Capital Management LLC | 2,819 | $16.5K | 0.00% | +517+22.5% | Added |
| Hantz Financial Services, Inc. | 2,738 | $16.0K | 0.00% | +510+22.9% | Added |
| Newbridge Financial Services Group, Inc. | 2,600 | $15.3K | 0.00% | +2,500+2,500.0% | Added |
| Financial Connections Group, Inc. | 2,570 | $15.0K | 0.01% | +35+1.4% | Added |
| Whittier Trust Co | 2,099 | $12.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,072 | $12.2K | 0.00% | +603+41.0% | Added |
| Coppell Advisory Solutions LLC | 1,937 | $11.1K | 0.00% | −420−17.8% | Reduced |
| Amundi | 1,848 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,774 | $10.4K | 0.00% | −1,790−50.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,738 | $10.2K | 0.00% | +1,156+198.6% | Added |
| Ronald Blue Trust, Inc. | 1,711 | $10.0K | 0.00% | −32,284−95.0% | Reduced |
| Russell Investments Group, Ltd. | 1,543 | $9.06K | 0.00% | −3,722−70.7% | Reduced |
| American National Bank | 1,500 | $8.80K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,400 | $8.22K | 0.00% | −64−4.4% | Reduced |
| Lindbrook Capital, LLC | 1,224 | $7.18K | 0.00% | −1,005−45.1% | Reduced |
| Coston, McIsaac & Partners | 1,352 | $7.00K | 0.00% | +19+1.4% | Added |
| DHJJ Financial Advisors, Ltd. | 1,149 | $6.75K | 0.00% | +16+1.4% | Added |
| Colonial Trust Co | 1,064 | $6.25K | 0.00% | +1,064 | New |
| Spire Wealth Management | 1,000 | $5.87K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $5.87K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 807 | $4.74K | 0.00% | +807 | New |
| Comerica Bank | 797 | $4.68K | 0.00% | +527+195.2% | Added |
| Fortitude Family Office, LLC | 774 | $4.54K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 759 | $4.46K | 0.00% | +759 | New |
| MAI Capital Management | 678 | $3.98K | 0.00% | +678 | New |
| Steward Partners Investment Advisory, LLC | 651 | $3.82K | 0.00% | +9+1.4% | Added |
| Smartleaf Asset Management LLC | 581 | $3.33K | 0.00% | +464+396.6% | Added |
| SRS Capital Advisors, Inc. | 541 | $3.18K | 0.00% | +179+49.4% | Added |
| Global Financial Private Client, LLC | 502 | $2.95K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 456 | $2.68K | 0.00% | +6+1.3% | Added |
| Plante Moran Financial Advisors, LLC | 408 | $2.40K | 0.00% | −10,000−96.1% | Reduced |