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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 36,638 | $203.6K | 0.00% | +4,625+14.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 37,137 | $202.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 36,236 | $197.8K | 0.00% | +9,874+37.5% | Added |
| Advisor Group Holdings, Inc. | 35,320 | $192.9K | 0.00% | −1,634−4.4% | Reduced |
| Creative Planning | 33,933 | $185.3K | 0.00% | +9,848+40.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 32,517 | $177.5K | 0.13% | +594+1.9% | Added |
| Wedmont Private Capital | 40,360 | $176.4K | 0.01% | −497−1.2% | Reduced |
| Price T Rowe Associates Inc | 32,152 | $176.0K | 0.00% | +2,675+9.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 31,603 | $172.6K | 0.02% | +1,455+4.8% | Added |
| Voya Investment Management LLC | 31,418 | $171.5K | 0.00% | −934−2.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 30,051 | $164.1K | 0.01% | −153−0.5% | Reduced |
| Merit Financial Group, LLC | 29,918 | $163.4K | 0.00% | +29,918 | New |
| Wolverine Trading, LLC | 28,241 | $158.7K | 0.01% | +2,900+11.4% | Added |
| Public Employees Retirement System of Ohio | 29,042 | $158.6K | 0.00% | −3,358−10.4% | Reduced |
| State of Wyoming | 27,831 | $152.0K | 0.02% | +27,831 | New |
| State Board of Administration of Florida Retirement System | 26,720 | $145.9K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 26,284 | $143.5K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,845 | $141.1K | 0.00% | +7,687+42.3% | Added |
| Ameriprise Financial Inc | 25,349 | $139.6K | 0.00% | −50,889−66.8% | Reduced |
| SG Americas Securities, LLC | 24,651 | $135.0K | 0.00% | −18,074−42.3% | Reduced |
| Two Sigma Securities, LLC | 24,703 | $134.9K | 0.02% | −8,762−26.2% | Reduced |
| Sigma Planning Corp | 24,554 | $134.1K | 0.00% | +33+0.1% | Added |
| Allianz Asset Management GmbH | 24,400 | $133.2K | 0.00% | +24,400 | New |
| Salzhauer Michael | – | $127.5K | 0.08% | – | – |
| Summit Trail Advisors, LLC | 22,567 | $126.4K | 0.00% | +22,567 | New |
| Envestnet Asset Management Inc | 22,607 | $123.4K | 0.00% | +2,611+13.1% | Added |
| Trace Wealth Advisors, LLC | 22,500 | $122.8K | 0.11% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 22,235 | $121.4K | 0.00% | +22,235 | New |
| TownSquare Capital, LLC | 21,745 | $118.7K | 0.00% | +9,405+76.2% | Added |
| Commonwealth Equity Services, LLC | 21,518 | $117.0K | 0.00% | +483+2.3% | Added |
| Keebeck Alpha, LP | 21,342 | $116.5K | 0.14% | +21,342 | New |
| Fox Run Management, L.L.C. | 20,991 | $114.6K | 0.02% | +20,991 | New |
| KLP Kapitalforvaltning AS | 20,300 | $112.6K | 0.00% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 20,339 | $111.1K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 20,276 | $110.7K | 0.00% | +20,276 | New |
| Teacher Retirement System of Texas | 19,377 | $105.8K | 0.00% | −15,750−44.8% | Reduced |
| DDFG, Inc | 19,169 | $104.7K | 0.03% | +333+1.8% | Added |
| Royal Bank of Canada | 18,536 | $101.0K | 0.00% | +4,476+31.8% | Added |
| Dynamic Technology Lab Private Ltd | 16,997 | $92.0K | 0.01% | +16,997 | New |
| 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 |
| Newbridge Financial Services Group, Inc. | 16,600 | $90.6K | 0.02% | +14,000+538.5% | Added |
| Evergreen Capital Management LLC | 16,100 | $89.4K | 0.00% | +693+4.5% | Added |
| Prelude Capital Management, LLC | 16,066 | $87.7K | 0.01% | +16,066 | New |
| Pictet Asset Management Holding SA | 15,787 | $86.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15,175 | $82.9K | 0.00% | +5,709+60.3% | Added |
| Fidelis Capital Partners, LLC | 18,608 | $82.8K | 0.01% | +63+0.3% | Added |
| SEI Investments Co | 14,618 | $79.8K | 0.00% | +569+4.1% | Added |
| Commerce Bank | 14,301 | $78.1K | 0.00% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 14,225 | $77.7K | 0.03% | −3,650−20.4% | Reduced |
| Private Advisor Group, LLC | 13,933 | $76.1K | 0.00% | +85+0.6% | Added |
| Centiva Capital, LP | 13,841 | $75.6K | 0.00% | +13,841 | New |
| HB Wealth Management, LLC | 13,759 | $75.1K | 0.00% | −294−2.1% | Reduced |
| JustInvest LLC | 13,712 | $74.9K | 0.00% | +2,835+26.1% | Added |
| State of Wisconsin Investment Board | 13,708 | $74.8K | 0.00% | +13,708 | New |
| Buckingham Strategic Partners | 13,601 | $74.3K | 0.00% | +13,601 | New |
| Russell Investments Group, Ltd. | 13,413 | $73.2K | 0.00% | +11,870+769.3% | Added |
| Grange Capital, LLC | 13,000 | $71.0K | 0.08% | +13,000 | New |
| Sherbrooke Park Advisers LLC | 12,716 | $69.4K | 0.03% | −7,322−36.5% | Reduced |
| Quent Capital, LLC | 12,296 | $67.1K | 0.01% | +37+0.3% | Added |
| LJI Wealth Management, LLC | 11,900 | $65.0K | 0.01% | −100−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 11,840 | $64.6K | 0.00% | +11,840 | New |
| Kestra Advisory Services, LLC | 11,759 | $64.2K | 0.00% | −512−4.2% | Reduced |
| Sym Financial Corp | 11,640 | $63.6K | 0.01% | +11,640 | New |
| Good Life Advisors, LLC | 11,105 | $60.6K | 0.00% | +157+1.4% | Added |
| Independent Advisor Alliance | 10,657 | $58.2K | 0.00% | +10,657 | New |
| Arkadios Wealth Advisors | 10,604 | $57.9K | 0.00% | +463+4.6% | Added |
| Colony Group, LLC | 10,073 | $55.0K | 0.00% | +10,073 | New |
| Quarry LP | 9,707 | $53.0K | 0.01% | +9,707 | New |
| Bryn Mawr Trust Co | 9,571 | $52.3K | 0.00% | −13,790−59.0% | Reduced |
| Deutsche Bank AG | 8,297 | $45.3K | 0.00% | +1,842+28.5% | Added |
| Signaturefd, LLC | 8,159 | $44.5K | 0.00% | +4,693+135.4% | Added |
| The PNC Financial Services Group, Inc. | 8,072 | $44.1K | 0.00% | +1,856+29.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,269 | $39.7K | 0.01% | +7,269 | New |
| EverSource Wealth Advisors, LLC | 7,196 | $39.3K | 0.00% | +5,458+314.0% | Added |
| GAMMA Investing LLC | 5,863 | $32.0K | 0.00% | +2,958+101.8% | Added |
| Amalgamated Bank | 5,946 | $32.0K | 0.00% | +95+1.6% | Added |
| US Bancorp | 4,872 | $26.6K | 0.00% | +178+3.8% | Added |
| Tower Research Capital LLC (TRC) | 4,672 | $25.5K | 0.00% | −62,105−93.0% | Reduced |
| MetLife Investment Management | 4,514 | $24.6K | 0.00% | +3+0.1% | Added |
| Quadrant Capital Group LLC | 4,397 | $24.0K | 0.00% | +319+7.8% | Added |
| Private Trust Co NA | 4,000 | $21.8K | 0.00% | +4,000 | New |
| Hexagon Capital Partners LLC | 3,786 | $20.7K | 0.00% | +1,714+82.7% | Added |
| Aster Capital Management (DIFC) Ltd | 3,061 | $19.2K | 0.00% | +3,061 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,898 | $15.8K | 0.00% | +1,124+63.4% | Added |
| CoreCap Advisors, LLC | 2,895 | $15.8K | 0.00% | +2,632+1,000.8% | Added |
| Coldstream Capital Management Inc | 2,870 | $15.7K | 0.00% | +2,870 | New |
| Hantz Financial Services, Inc. | 2,752 | $15.0K | 0.00% | +14+0.5% | Added |
| CIBC Private Wealth Group, LLC | 3,101 | $14.3K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 2,618 | $14.0K | 0.01% | +48+1.9% | Added |
| Jones Financial Companies LLLP | 2,403 | $13.5K | 0.00% | +2,403 | New |
| Ronald Blue Trust, Inc. | 1,914 | $10.4K | 0.00% | +203+11.9% | Added |
| Amundi | 1,848 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,863 | $10.2K | 0.00% | −956−33.9% | Reduced |
| American National Bank | 1,500 | $8.19K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,423 | $7.77K | 0.00% | +199+16.3% | Added |
| Corebridge Financial, Inc. | 1,349 | $7.37K | 0.00% | −51−3.6% | Reduced |
| Coston, McIsaac & Partners | 1,377 | $7.00K | 0.00% | +25+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 1,263 | $6.89K | 0.00% | +612+94.0% | Added |
| Clearstead Advisors, LLC | 1,177 | $6.43K | 0.00% | +1,035+728.9% | Added |