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, Q1 2025
Institutional positions in UWM Holdings Corp as of Mar 31, 2025. 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
- 242
- +19 vs. Q4 2024
- Shares held
- 120.0M
- +34.4M (+40.2%) vs. Q4 2024
- Total value
- $655.8M
- +$153.7M (+30.6%) vs. Q4 2024
- New holders
- 49
- 107 more added
- Sold out
- 30
- 54 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PrairieView Partners, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 24 | $0 | 0.00% | +19+380.0% | Added |
| Bessemer Group Inc | 61 | $0 | 0.00% | +61 | New |
| Skopos Labs, Inc. | 2 | $11 | 0.00% | −277−99.3% | Reduced |
| WealthTrak Capital Management LLC | 20 | $110 | 0.00% | +20 | New |
| Northwestern Mutual Wealth Management Co | 23 | $126 | 0.00% | +23 | New |
| MV Capital Management, Inc. | 37 | $203 | 0.00% | +37 | New |
| Rothschild Investment LLC | 40 | $218 | 0.00% | +40 | New |
| Sierra Ocean, LLC | 64 | $349 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 76 | $415 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 86 | $470 | 0.00% | −3−3.4% | Reduced |
| Continuum Advisory, LLC | 118 | $644 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 128 | $699 | 0.00% | −3,788−96.7% | Reduced |
| Massmutual Trust Co FSB | 153 | $835 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 254 | $1.00K | 0.00% | +94+58.8% | Added |
| Tradewinds Capital Management, LLC | 200 | $1.09K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $1.09K | 0.00% | +200 | New |
| National Bank of Canada | 201 | $1.10K | 0.00% | +173+617.9% | Added |
| Boston Private Wealth LLC | 223 | $1.22K | 0.00% | +223 | New |
| Larson Financial Group LLC | 244 | $1.33K | 0.00% | +56+29.8% | Added |
| Farther Finance Advisors, LLC | 256 | $1.37K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 280 | $1.53K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 349 | $1.58K | 0.00% | +267+325.6% | Added |
| True Wealth Design, LLC | 328 | $1.79K | 0.00% | +149+83.2% | Added |
| SBI Securities Co., Ltd. | 338 | $1.84K | 0.00% | −469−58.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 397 | $2.17K | 0.00% | +384+2,953.8% | Added |
| Plante Moran Financial Advisors, LLC | 408 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 465 | $2.54K | 0.00% | +9+2.0% | Added |
| Comerica Bank | 496 | $2.71K | 0.00% | −301−37.8% | Reduced |
| Global Financial Private Client, LLC | 502 | $2.74K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 543 | $2.96K | 0.00% | −216−28.5% | Reduced |
| Versant Capital Management, Inc | 545 | $2.98K | 0.00% | +545 | New |
| Smartleaf Asset Management LLC | 581 | $3.27K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 667 | $3.64K | 0.00% | −11−1.6% | Reduced |
| Fortitude Family Office, LLC | 774 | $4.23K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 799 | $4.36K | 0.00% | +438+121.3% | Added |
| Parkside Financial Bank & Trust | 954 | $5.21K | 0.00% | +558+140.9% | Added |
| Spire Wealth Management | 1,000 | $5.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $5.46K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,050 | $5.73K | 0.00% | −1,049−50.0% | Reduced |
| Point72 (DIFC) Ltd | 1,109 | $6.05K | 0.00% | +1,109 | New |
| DHJJ Financial Advisors, Ltd. | 1,149 | $6.27K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,177 | $6.43K | 0.00% | +1,035+728.9% | Added |
| Steward Partners Investment Advisory, LLC | 1,263 | $6.89K | 0.00% | +612+94.0% | Added |
| Coston, McIsaac & Partners | 1,377 | $7.00K | 0.00% | +25+1.8% | Added |
| Corebridge Financial, Inc. | 1,349 | $7.37K | 0.00% | −51−3.6% | Reduced |
| Lindbrook Capital, LLC | 1,423 | $7.77K | 0.00% | +199+16.3% | Added |
| American National Bank | 1,500 | $8.19K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,863 | $10.2K | 0.00% | −956−33.9% | Reduced |
| Amundi | 1,848 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,914 | $10.4K | 0.00% | +203+11.9% | Added |
| Jones Financial Companies LLLP | 2,403 | $13.5K | 0.00% | +2,403 | New |
| Financial Connections Group, Inc. | 2,618 | $14.0K | 0.01% | +48+1.9% | Added |
| CIBC Private Wealth Group, LLC | 3,101 | $14.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,752 | $15.0K | 0.00% | +14+0.5% | Added |
| Coldstream Capital Management Inc | 2,870 | $15.7K | 0.00% | +2,870 | New |
| CoreCap Advisors, LLC | 2,895 | $15.8K | 0.00% | +2,632+1,000.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,898 | $15.8K | 0.00% | +1,124+63.4% | Added |
| Aster Capital Management (DIFC) Ltd | 3,061 | $19.2K | 0.00% | +3,061 | New |
| Hexagon Capital Partners LLC | 3,786 | $20.7K | 0.00% | +1,714+82.7% | Added |
| Private Trust Co NA | 4,000 | $21.8K | 0.00% | +4,000 | New |
| Quadrant Capital Group LLC | 4,397 | $24.0K | 0.00% | +319+7.8% | Added |
| MetLife Investment Management | 4,514 | $24.6K | 0.00% | +3+0.1% | Added |
| Tower Research Capital LLC (TRC) | 4,672 | $25.5K | 0.00% | −62,105−93.0% | Reduced |
| US Bancorp | 4,872 | $26.6K | 0.00% | +178+3.8% | Added |
| Amalgamated Bank | 5,946 | $32.0K | 0.00% | +95+1.6% | Added |
| GAMMA Investing LLC | 5,863 | $32.0K | 0.00% | +2,958+101.8% | Added |
| EverSource Wealth Advisors, LLC | 7,196 | $39.3K | 0.00% | +5,458+314.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,269 | $39.7K | 0.01% | +7,269 | New |
| The PNC Financial Services Group, Inc. | 8,072 | $44.1K | 0.00% | +1,856+29.9% | Added |
| Signaturefd, LLC | 8,159 | $44.5K | 0.00% | +4,693+135.4% | Added |
| Deutsche Bank AG | 8,297 | $45.3K | 0.00% | +1,842+28.5% | Added |
| Bryn Mawr Trust Co | 9,571 | $52.3K | 0.00% | −13,790−59.0% | Reduced |
| Quarry LP | 9,707 | $53.0K | 0.01% | +9,707 | New |
| Colony Group, LLC | 10,073 | $55.0K | 0.00% | +10,073 | New |
| Arkadios Wealth Advisors | 10,604 | $57.9K | 0.00% | +463+4.6% | Added |
| Independent Advisor Alliance | 10,657 | $58.2K | 0.00% | +10,657 | New |
| Good Life Advisors, LLC | 11,105 | $60.6K | 0.00% | +157+1.4% | Added |
| Sym Financial Corp | 11,640 | $63.6K | 0.01% | +11,640 | New |
| Kestra Advisory Services, LLC | 11,759 | $64.2K | 0.00% | −512−4.2% | Reduced |
| Sequoia Financial Advisors, LLC | 11,840 | $64.6K | 0.00% | +11,840 | New |
| LJI Wealth Management, LLC | 11,900 | $65.0K | 0.01% | −100−0.8% | Reduced |
| Quent Capital, LLC | 12,296 | $67.1K | 0.01% | +37+0.3% | Added |
| Sherbrooke Park Advisers LLC | 12,716 | $69.4K | 0.03% | −7,322−36.5% | Reduced |
| Grange Capital, LLC | 13,000 | $71.0K | 0.08% | +13,000 | New |
| Russell Investments Group, Ltd. | 13,413 | $73.2K | 0.00% | +11,870+769.3% | Added |
| Buckingham Strategic Partners | 13,601 | $74.3K | 0.00% | +13,601 | New |
| State of Wisconsin Investment Board | 13,708 | $74.8K | 0.00% | +13,708 | New |
| JustInvest LLC | 13,712 | $74.9K | 0.00% | +2,835+26.1% | Added |
| HB Wealth Management, LLC | 13,759 | $75.1K | 0.00% | −294−2.1% | Reduced |
| Centiva Capital, LP | 13,841 | $75.6K | 0.00% | +13,841 | New |
| Private Advisor Group, LLC | 13,933 | $76.1K | 0.00% | +85+0.6% | Added |
| Fortem Financial Group, LLC | 14,225 | $77.7K | 0.03% | −3,650−20.4% | Reduced |
| Commerce Bank | 14,301 | $78.1K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 14,618 | $79.8K | 0.00% | +569+4.1% | Added |
| Fidelis Capital Partners, LLC | 18,608 | $82.8K | 0.01% | +63+0.3% | Added |
| Parallel Advisors, LLC | 15,175 | $82.9K | 0.00% | +5,709+60.3% | Added |
| Pictet Asset Management Holding SA | 15,787 | $86.2K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 16,066 | $87.7K | 0.01% | +16,066 | New |
| Evergreen Capital Management LLC | 16,100 | $89.4K | 0.00% | +693+4.5% | Added |