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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 396 | $2.33K | 0.00% | +104+35.6% | Added |
| JPMorgan Chase & Co | 361 | $2.12K | 0.00% | −83,921−99.6% | Reduced |
| WealthCollab, LLC | 330 | $1.94K | 0.00% | +330 | New |
| GWM Advisors LLC | 280 | $1.64K | 0.00% | −1,061−79.1% | Reduced |
| Skopos Labs, Inc. | 279 | $1.64K | 0.00% | +278+27,800.0% | Added |
| CoreCap Advisors, LLC | 263 | $1.54K | 0.00% | −3,275−92.6% | Reduced |
| Farther Finance Advisors, LLC | 256 | $1.50K | 0.00% | +100+64.1% | Added |
| Tradewinds Capital Management, LLC | 200 | $1.17K | 0.00% | −350−63.6% | Reduced |
| Larson Financial Group LLC | 188 | $1.10K | 0.00% | +188 | New |
| True Wealth Design, LLC | 179 | $1.05K | 0.00% | +143+397.2% | Added |
| Ci Investments Inc. | 160 | $1.00K | 0.00% | +3+1.9% | Added |
| Massmutual Trust Co FSB | 153 | $898 | 0.00% | +153 | New |
| Clearstead Advisors, LLC | 142 | $833 | 0.00% | +2+1.4% | Added |
| Truvestments Capital LLC | 130 | $764 | 0.00% | +130 | New |
| Continuum Advisory, LLC | 118 | $693 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 89 | $522 | 0.00% | −7−7.3% | Reduced |
| Allworth Financial LP | 82 | $505 | 0.00% | −1,233−93.8% | Reduced |
| WPG Advisers, LLC | 76 | $446 | 0.00% | +76 | New |
| Sierra Ocean, LLC | 64 | $376 | 0.00% | +64 | New |
| National Bank of Canada | 28 | $164 | 0.00% | +28 | New |
| Caitong International Asset Management Co., Ltd | 13 | $76 | 0.00% | +13 | New |
| Delos Wealth Advisors, LLC | 10 | $59 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 11 | $0 | 0.00% | +1+10.0% | Added |
| Covestor Ltd | 5 | $0 | 0.00% | +4+400.0% | Added |
| Hemington Wealth Management | 2 | $0 | 0.00% | +2 | New |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −2,558,279−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −2,366,864−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −415,656−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −335,000−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −101,261−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −79,814−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −56,037−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −54,678−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −53,207−100.0% | Sold out |
| X-Square Capital, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −34,254−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −33,837−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −32,544−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −31,729−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −30,298−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −30,253−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −29,798−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −25,687−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −23,241−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −21,493−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −17,203−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −13,479−100.0% | Sold out |
| McAdam, LLC | 0 | $0 | 0.00% | −13,241−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −10,820−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −10,548−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,115−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −10,113−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −10,972−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −5,046−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,386−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Nemes Rush Group LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −63,900−100.0% | Sold out |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |