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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 16,600 | $90.6K | 0.02% | +14,000+538.5% | Added |
| Brinker Capital Investments, LLC | 16,718 | $91.3K | 0.00% | −12,993−43.7% | Reduced |
| Orion Portfolio Solutions, LLC | 16,718 | $91.3K | 0.00% | −12,993−43.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,997 | $92.0K | 0.01% | +16,997 | New |
| Royal Bank of Canada | 18,536 | $101.0K | 0.00% | +4,476+31.8% | Added |
| DDFG, Inc | 19,169 | $104.7K | 0.03% | +333+1.8% | Added |
| Teacher Retirement System of Texas | 19,377 | $105.8K | 0.00% | −15,750−44.8% | Reduced |
| Captrust Financial Advisors | 20,276 | $110.7K | 0.00% | +20,276 | New |
| Secure Asset Management, LLC | 20,339 | $111.1K | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 20,300 | $112.6K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 20,991 | $114.6K | 0.02% | +20,991 | New |
| Keebeck Alpha, LP | 21,342 | $116.5K | 0.14% | +21,342 | New |
| Commonwealth Equity Services, LLC | 21,518 | $117.0K | 0.00% | +483+2.3% | Added |
| TownSquare Capital, LLC | 21,745 | $118.7K | 0.00% | +9,405+76.2% | Added |
| CI Private Wealth, LLC | 22,235 | $121.4K | 0.00% | +22,235 | New |
| Trace Wealth Advisors, LLC | 22,500 | $122.8K | 0.11% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 22,607 | $123.4K | 0.00% | +2,611+13.1% | Added |
| Summit Trail Advisors, LLC | 22,567 | $126.4K | 0.00% | +22,567 | New |
| Salzhauer Michael | – | $127.5K | 0.08% | – | – |
| Allianz Asset Management GmbH | 24,400 | $133.2K | 0.00% | +24,400 | New |
| Sigma Planning Corp | 24,554 | $134.1K | 0.00% | +33+0.1% | Added |
| Two Sigma Securities, LLC | 24,703 | $134.9K | 0.02% | −8,762−26.2% | Reduced |
| SG Americas Securities, LLC | 24,651 | $135.0K | 0.00% | −18,074−42.3% | Reduced |
| Ameriprise Financial Inc | 25,349 | $139.6K | 0.00% | −50,889−66.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,845 | $141.1K | 0.00% | +7,687+42.3% | Added |
| Quest Partners LLC | 26,284 | $143.5K | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 26,720 | $145.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 27,831 | $152.0K | 0.02% | +27,831 | New |
| Public Employees Retirement System of Ohio | 29,042 | $158.6K | 0.00% | −3,358−10.4% | Reduced |
| Wolverine Trading, LLC | 28,241 | $158.7K | 0.01% | +2,900+11.4% | Added |
| Merit Financial Group, LLC | 29,918 | $163.4K | 0.00% | +29,918 | New |
| Procyon Private Wealth Partners, LLC | 30,051 | $164.1K | 0.01% | −153−0.5% | Reduced |
| Voya Investment Management LLC | 31,418 | $171.5K | 0.00% | −934−2.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 31,603 | $172.6K | 0.02% | +1,455+4.8% | Added |
| Price T Rowe Associates Inc | 32,152 | $176.0K | 0.00% | +2,675+9.1% | Added |
| Wedmont Private Capital | 40,360 | $176.4K | 0.01% | −497−1.2% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 32,517 | $177.5K | 0.13% | +594+1.9% | Added |
| Creative Planning | 33,933 | $185.3K | 0.00% | +9,848+40.9% | Added |
| Advisor Group Holdings, Inc. | 35,320 | $192.9K | 0.00% | −1,634−4.4% | Reduced |
| Arizona State Retirement System | 36,236 | $197.8K | 0.00% | +9,874+37.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 37,137 | $202.8K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 36,638 | $203.6K | 0.00% | +4,625+14.4% | Added |
| Janus Henderson Group PLC | 38,813 | $218.3K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 43,296 | $231.6K | 0.00% | −13,789−24.2% | Reduced |
| Penserra Capital Management LLC | 43,337 | $236.0K | 0.00% | −5,416−11.1% | Reduced |
| Treasurer of the State of North Carolina | 43,153 | $236.0K | 0.00% | +1,680+4.1% | Added |
| Schonfeld Strategic Advisors LLC | 43,931 | $239.9K | 0.00% | −152,071−77.6% | Reduced |
| Bleakley Financial Group, LLC | 44,059 | $240.6K | 0.01% | +4,336+10.9% | Added |
| Mercer Global Advisors Inc | 45,070 | $246.1K | 0.00% | +15,056+50.2% | Added |
| Pallas Capital Advisors LLC | 47,301 | $258.3K | 0.01% | +47,301 | New |
| Y-Intercept (Hong Kong) Ltd | 48,049 | $262.3K | 0.02% | +48,049 | New |
| New York State Common Retirement Fund | 49,890 | $272.4K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 50,046 | $273.3K | 0.11% | −29,636−37.2% | Reduced |
| Aigen Investment Management, LP | 51,009 | $278.5K | 0.04% | +37,767+285.2% | Added |
| Fieldview Capital Management, LLC | 53,468 | $291.9K | 0.04% | +53,468 | New |
| Simplex Trading, LLC | 54,595 | $298.0K | 0.01% | −74,888−57.8% | Reduced |
| Jain Global LLC | 55,474 | $302.9K | 0.01% | +55,474 | New |
| Persistent Asset Partners Ltd | 59,814 | $326.6K | 0.29% | −2,317−3.7% | Reduced |
| Cerity Partners LLC | 62,631 | $342.0K | 0.00% | +62,631 | New |
| Mariner, LLC | 64,703 | $353.3K | 0.00% | +248+0.4% | Added |
| 180 Wealth Advisors, LLC | 67,508 | $368.6K | 0.06% | +5,724+9.3% | Added |
| Point72 Asset Management, L.P. | 78,900 | $430.8K | 0.00% | −39,615−33.4% | Reduced |
| Oak Thistle LLC | 80,344 | $438.7K | 0.09% | +80,344 | New |
| Walleye Capital LLC | 83,516 | $456.0K | 0.01% | −51,937−38.3% | Reduced |
| Vident Advisory, LLC | 87,227 | $476.3K | 0.01% | +16,396+23.1% | Added |
| Wells Fargo & Company | 88,551 | $483.5K | 0.00% | +23,581+36.3% | Added |
| Barclays PLC | 92,075 | $502.7K | 0.00% | −60,837−39.8% | Reduced |
| Aquatic Capital Management LLC | 93,263 | $509.2K | 0.01% | +93,263 | New |
| Cetera Investment Advisers | 93,722 | $511.7K | 0.00% | +6,988+8.1% | Added |
| XTX Topco Ltd | 95,349 | $520.6K | 0.03% | −17,760−15.7% | Reduced |
| Rhumbline Advisers | 97,467 | $532.1K | 0.00% | −2,532−2.5% | Reduced |
| PMC FIG Opportunities LLC | 100,000 | $546.0K | 1.33% | +45,759+84.4% | Added |
| Lebenthal Global Advisors, LLC | 105,482 | $575.9K | 0.11% | +7,723+7.9% | Added |
| Legal & General Group Plc | 108,609 | $593.0K | 0.00% | +30,800+39.6% | Added |
| Quantinno Capital Management LP | 109,601 | $598.4K | 0.00% | +77,446+240.9% | Added |
| Engineers Gate Manager LP | 113,894 | $621.9K | 0.01% | +89,536+367.6% | Added |
| Jane Street Group, LLC | 114,128 | $623.1K | 0.00% | +85,264+295.4% | Added |
| Integrated Investment Consultants, LLC | 115,655 | $631.5K | 0.13% | +19,741+20.6% | Added |
| CWM, LLC | 115,764 | $632.0K | 0.00% | +103,770+865.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 118,720 | $648.2K | 0.00% | +62,862+112.5% | Added |
| California State Teachers Retirement System | 126,804 | $692.4K | 0.00% | +41,632+48.9% | Added |
| Invesco Ltd. | 130,400 | $712.0K | 0.00% | +20,816+19.0% | Added |
| UBS Oconnor LLC | 143,000 | $780.8K | 0.02% | 00.0% | Unchanged |
| PDT Partners, LLC | 146,698 | $801.0K | 0.06% | +112,632+330.6% | Added |
| Gsa Capital Partners LLP | 154,029 | $841.0K | 0.08% | −16,407−9.6% | Reduced |
| Capital Fund Management S.A. | 158,916 | $867.7K | 0.01% | +158,916 | New |
| Susquehanna International Group, LLP | 161,580 | $882.2K | 0.00% | +161,580 | New |
| Easterly Investment Partners LLC | 166,510 | $909.1K | 0.08% | +56,010+50.7% | Added |
| Nebula Research & Development LLC | 170,165 | $929.1K | 0.09% | +79,553+87.8% | Added |
| Mork Capital Management, LLC | 173,000 | $944.6K | 0.74% | 00.0% | Unchanged |
| Trexquant Investment LP | 174,270 | $951.5K | 0.01% | −243,162−58.3% | Reduced |
| Dimensional Fund Advisors LP | 178,477 | $974.8K | 0.00% | −20.0% | Reduced |
| Brevan Howard Capital Management LP | 183,379 | $1.00M | 0.03% | +183,379 | New |
| Mount Lucas Management LP | 191,000 | $1.04M | 0.49% | +191,000 | New |
| Citigroup Inc | 204,887 | $1.12M | 0.00% | +118,020+135.9% | Added |
| Ieq Capital, LLC | 207,246 | $1.13M | 0.01% | +168,567+435.8% | Added |
| CWM Advisors, LLC | 216,640 | $1.18M | 0.14% | +27,751+14.7% | Added |
| Nuveen, LLC | 218,104 | $1.19M | 0.00% | +218,104 | New |
| LPL Financial LLC | 220,981 | $1.21M | 0.00% | −34,190−13.4% | Reduced |
| Group One Trading, L.P. | 223,196 | $1.22M | 0.05% | +4,935+2.3% | Added |