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 |
|---|---|---|---|---|---|
| DHJJ Financial Advisors, Ltd. | 1,149 | $6.27K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 1,109 | $6.05K | 0.00% | +1,109 | New |
| Whittier Trust Co | 1,050 | $5.73K | 0.00% | −1,049−50.0% | Reduced |
| Spire Wealth Management | 1,000 | $5.46K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $5.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 954 | $5.21K | 0.00% | +558+140.9% | Added |
| JPMorgan Chase & Co | 799 | $4.36K | 0.00% | +438+121.3% | Added |
| Fortitude Family Office, LLC | 774 | $4.23K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 667 | $3.64K | 0.00% | −11−1.6% | Reduced |
| Smartleaf Asset Management LLC | 581 | $3.27K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 545 | $2.98K | 0.00% | +545 | New |
| Geneos Wealth Management Inc. | 543 | $2.96K | 0.00% | −216−28.5% | Reduced |
| Global Financial Private Client, LLC | 502 | $2.74K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 496 | $2.71K | 0.00% | −301−37.8% | Reduced |
| Cedar Mountain Advisors, LLC | 465 | $2.54K | 0.00% | +9+2.0% | Added |
| Plante Moran Financial Advisors, LLC | 408 | $2.23K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 397 | $2.17K | 0.00% | +384+2,953.8% | Added |
| SBI Securities Co., Ltd. | 338 | $1.84K | 0.00% | −469−58.1% | Reduced |
| True Wealth Design, LLC | 328 | $1.79K | 0.00% | +149+83.2% | Added |
| Allworth Financial LP | 349 | $1.58K | 0.00% | +267+325.6% | Added |
| GWM Advisors LLC | 280 | $1.53K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 256 | $1.37K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 244 | $1.33K | 0.00% | +56+29.8% | Added |
| Boston Private Wealth LLC | 223 | $1.22K | 0.00% | +223 | New |
| National Bank of Canada | 201 | $1.10K | 0.00% | +173+617.9% | Added |
| Tradewinds Capital Management, LLC | 200 | $1.09K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $1.09K | 0.00% | +200 | New |
| Ci Investments Inc. | 254 | $1.00K | 0.00% | +94+58.8% | Added |
| Massmutual Trust Co FSB | 153 | $835 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 128 | $699 | 0.00% | −3,788−96.7% | Reduced |
| Continuum Advisory, LLC | 118 | $644 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 86 | $470 | 0.00% | −3−3.4% | Reduced |
| WPG Advisers, LLC | 76 | $415 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 64 | $349 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $218 | 0.00% | +40 | New |
| MV Capital Management, Inc. | 37 | $203 | 0.00% | +37 | New |
| Northwestern Mutual Wealth Management Co | 23 | $126 | 0.00% | +23 | New |
| WealthTrak Capital Management LLC | 20 | $110 | 0.00% | +20 | New |
| Skopos Labs, Inc. | 2 | $11 | 0.00% | −277−99.3% | Reduced |
| 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 |
| First Trust Advisors LP | 0 | $0 | 0.00% | −3,727,477−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,124,694−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −621,392−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −442,448−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −291,842−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −213,036−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −177,442−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −98,382−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −72,810−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −70,388−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −62,603−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −50,400−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −47,129−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −47,073−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −44,683−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −37,093−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −31,896−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −30,977−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −30,726−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −13,379−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −12,105−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,937−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |