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, Q2 2025
Institutional positions in UWM Holdings Corp as of Jun 30, 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
- 230
- −10 vs. Q1 2025
- Shares held
- 135.6M
- +15.6M (+13.0%) vs. Q1 2025
- Total value
- $561.8M
- −$93.8M (−14.3%) vs. Q1 2025
- New holders
- 56
- 92 more added
- Sold out
- 66
- 54 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 61 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 10 | $41 | 0.00% | +10 | New |
| Delos Wealth Advisors, LLC | 10 | $42 | 0.00% | +10 | New |
| Golden State Wealth Management, LLC | 24 | $99 | 0.00% | +24 | New |
| Ronald Blue Trust, Inc. | 39 | $161 | 0.00% | −1,875−98.0% | Reduced |
| Sierra Ocean, LLC | 64 | $265 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 72 | $298 | 0.00% | −277−79.4% | Reduced |
| Larson Financial Group LLC | 73 | $300 | 0.00% | −171−70.1% | Reduced |
| Huntington National Bank | 84 | $348 | 0.00% | +84 | New |
| Essential Partners LLC | 89 | $368 | 0.00% | +89 | New |
| Rothschild Investment LLC | 90 | $373 | 0.00% | +50+125.0% | Added |
| Rise Advisors, LLC | 102 | $422 | 0.00% | +102 | New |
| True Wealth Design, LLC | 150 | $621 | 0.00% | −178−54.3% | Reduced |
| Tradewinds Capital Management, LLC | 200 | $828 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 203 | $841 | 0.00% | +166+448.6% | Added |
| Mount Yale Investment Advisors, LLC | 231 | $956 | 0.00% | +231 | New |
| Ci Investments Inc. | 206 | $1.00K | 0.00% | −48−18.9% | Reduced |
| GWM Advisors LLC | 280 | $1.16K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $1.24K | 0.00% | +300 | New |
| SBI Securities Co., Ltd. | 394 | $1.63K | 0.00% | +56+16.6% | Added |
| Plante Moran Financial Advisors, LLC | 408 | $1.69K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 430 | $1.78K | 0.00% | −113−20.8% | Reduced |
| Smartleaf Asset Management LLC | 464 | $1.90K | 0.00% | −117−20.1% | Reduced |
| Cedar Mountain Advisors, LLC | 475 | $1.97K | 0.00% | +10+2.2% | Added |
| Covestor Ltd | 380 | $2.00K | 0.00% | +356+1,483.3% | Added |
| Farther Finance Advisors, LLC | 748 | $3.10K | 0.00% | +492+192.2% | Added |
| MAI Capital Management | 803 | $3.33K | 0.00% | +136+20.4% | Added |
| IFP Advisors, Inc | 0 | $3.33K | 0.00% | −128−100.0% | Reduced |
| Spire Wealth Management | 1,000 | $4.14K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $4.14K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,050 | $4.35K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,063 | $4.40K | 0.00% | −4,800−81.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,149 | $4.76K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,409 | $5.00K | 0.00% | +32+2.3% | Added |
| Principal Securities, Inc. | 1,420 | $5.88K | 0.00% | +1,420 | New |
| American National Bank | 1,500 | $6.21K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,587 | $6.57K | 0.00% | +410+34.8% | Added |
| CoreCap Advisors, LLC | 2,010 | $8.32K | 0.00% | −885−30.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,300 | $9.52K | 0.00% | +2,300 | New |
| Jones Financial Companies LLLP | 2,454 | $10.1K | 0.00% | +51+2.1% | Added |
| JPMorgan Chase & Co | 2,438 | $10.1K | 0.00% | +1,639+205.1% | Added |
| Hantz Financial Services, Inc. | 2,769 | $11.0K | 0.00% | +17+0.6% | Added |
| Financial Connections Group, Inc. | 2,678 | $11.0K | 0.00% | +60+2.3% | Added |
| Headlands Technologies LLC | 2,772 | $11.5K | 0.00% | +2,772 | New |
| US Bancorp | 2,826 | $11.7K | 0.00% | −2,046−42.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 2,898 | $12.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,943 | $12.2K | 0.01% | +2,546+641.3% | Added |
| CIBC Private Wealth Group, LLC | 3,101 | $12.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 3,407 | $14.1K | 0.00% | −1,107−24.5% | Reduced |
| STRS Ohio | 3,750 | $15.5K | 0.00% | +3,750 | New |
| Signaturefd, LLC | 5,023 | $20.8K | 0.00% | −3,136−38.4% | Reduced |
| Versant Capital Management, Inc | 5,216 | $21.6K | 0.00% | +4,671+857.1% | Added |
| Tower Research Capital LLC (TRC) | 5,331 | $22.1K | 0.00% | +659+14.1% | Added |
| EverSource Wealth Advisors, LLC | 5,781 | $23.9K | 0.00% | −1,415−19.7% | Reduced |
| Amalgamated Bank | 6,195 | $26.0K | 0.00% | +249+4.2% | Added |
| Comerica Bank | 8,484 | $35.1K | 0.00% | +7,988+1,610.5% | Added |
| Raymond James Financial Inc | 8,500 | $35.2K | 0.00% | +8,500 | New |
| Sterling Capital Management LLC | 9,308 | $38.5K | 0.00% | +7,445+399.6% | Added |
| Quent Capital, LLC | 10,217 | $42.3K | 0.00% | −2,079−16.9% | Reduced |
| State of Wisconsin Investment Board | 10,230 | $42.4K | 0.00% | −3,478−25.4% | Reduced |
| Principal Financial Group Inc | 10,263 | $42.5K | 0.00% | +10,263 | New |
| Wellington Management Group LLP | 10,637 | $44.0K | 0.00% | +10,637 | New |
| Arkadios Wealth Advisors | 10,853 | $44.9K | 0.00% | +249+2.3% | Added |
| CI Private Wealth, LLC | 11,008 | $45.6K | 0.00% | −11,227−50.5% | Reduced |
| Good Life Advisors, LLC | 11,296 | $46.8K | 0.00% | +191+1.7% | Added |
| HB Wealth Management, LLC | 11,473 | $47.5K | 0.00% | −2,286−16.6% | Reduced |
| State of Wyoming | 11,650 | $48.2K | 0.01% | −16,181−58.1% | Reduced |
| LJI Wealth Management, LLC | 11,900 | $49.3K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 12,371 | $51.2K | 0.03% | +12,371 | New |
| Deutsche Bank AG | 12,434 | $51.5K | 0.00% | +4,137+49.9% | Added |
| Grange Capital, LLC | 13,000 | $53.8K | 0.06% | 00.0% | Unchanged |
| Commerce Bank | 14,301 | $59.2K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 14,123 | $59.8K | 0.00% | −1,977−12.3% | Reduced |
| The PNC Financial Services Group, Inc. | 14,467 | $59.9K | 0.00% | +6,395+79.2% | Added |
| Global Retirement Partners, LLC | 15,000 | $62.1K | 0.00% | +15,000 | New |
| Brinker Capital Investments, LLC | 15,752 | $65.2K | 0.00% | −966−5.8% | Reduced |
| Pictet Asset Management Holding SA | 15,787 | $65.4K | 0.00% | 00.0% | Unchanged |
| Cherokee Insurance Co | 16,000 | $66.2K | 0.03% | +16,000 | New |
| Handelsbanken Fonder AB | 16,300 | $67.0K | 0.00% | +16,300 | New |
| Pallas Capital Advisors LLC | 16,463 | $68.2K | 0.00% | −30,838−65.2% | Reduced |
| Fidelis Capital Partners, LLC | 16,187 | $68.3K | 0.01% | −2,421−13.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 16,600 | $68.7K | 0.01% | 00.0% | Unchanged |
| PACK Private Wealth, LLC | 17,022 | $70.5K | 0.04% | +17,022 | New |
| Park Avenue Securities LLC | 17,403 | $72.0K | 0.00% | +17,403 | New |
| Blueshift Asset Management, LLC | 17,499 | $72.4K | 0.02% | +17,499 | New |
| Equitable Holdings, Inc. | 18,646 | $77.2K | 0.00% | +18,646 | New |
| JustInvest LLC | 19,060 | $78.9K | 0.00% | +5,348+39.0% | Added |
| Ameriprise Financial Inc | 19,094 | $79.5K | 0.00% | −6,255−24.7% | Reduced |
| DDFG, Inc | 19,591 | $81.1K | 0.02% | +422+2.2% | Added |
| Mercer Global Advisors Inc | 20,314 | $84.1K | 0.00% | −24,756−54.9% | Reduced |
| Commonwealth Equity Services, LLC | 21,505 | $89.0K | 0.00% | −13−0.1% | Reduced |
| DRW Securities, LLC | 21,500 | $89.0K | 0.01% | +21,500 | New |
| Trace Wealth Advisors, LLC | 22,500 | $93.2K | 0.08% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 22,602 | $93.6K | 0.00% | +9,189+68.5% | Added |
| Stifel Financial Corp | 22,867 | $94.7K | 0.00% | +22,867 | New |
| Voya Investment Management LLC | 23,234 | $96.2K | 0.00% | −8,184−26.0% | Reduced |
| Teacher Retirement System of Texas | 23,929 | $99.1K | 0.00% | +4,552+23.5% | Added |
| Sigma Planning Corp | 24,198 | $100.2K | 0.00% | −356−1.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 24,798 | $102.7K | 0.00% | +24,798 | New |