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 |
|---|---|---|---|---|---|
| Limestone Investment Advisors LP | – | $250.5K | 0.11% | – | New |
| CWM, LLC | 60,439 | $250.0K | 0.00% | −55,325−47.8% | Reduced |
| Price T Rowe Associates Inc | 57,978 | $241.0K | 0.00% | +25,826+80.3% | Added |
| Renaissance Technologies LLC | 56,900 | $235.6K | 0.00% | −1,258,300−95.7% | Reduced |
| IMC-Chicago, LLC | 56,237 | $232.8K | 0.01% | +56,237 | New |
| Police & Firemen's Retirement System of New Jersey | 55,254 | $228.8K | 0.00% | +18,117+48.8% | Added |
| Penserra Capital Management LLC | 52,992 | $219.0K | 0.00% | +9,655+22.3% | Added |
| Bank of Nova Scotia | 51,503 | $213.2K | 0.00% | +51,503 | New |
| Prana Capital Management, LP | 51,385 | $212.7K | 0.01% | +51,385 | New |
| New York State Common Retirement Fund | 49,890 | $206.5K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 49,020 | $202.9K | 0.00% | −64,874−57.0% | Reduced |
| Public Employees Retirement System of Ohio | 48,712 | $201.7K | 0.00% | +19,670+67.7% | Added |
| Arizona State Retirement System | 46,876 | $194.1K | 0.00% | +10,640+29.4% | Added |
| SEI Investments Co | 46,780 | $193.7K | 0.00% | +32,162+220.0% | Added |
| Dynamic Technology Lab Private Ltd | 45,956 | $190.0K | 0.03% | +28,959+170.4% | Added |
| Advisor Group Holdings, Inc. | 43,793 | $181.3K | 0.00% | +8,473+24.0% | Added |
| EntryPoint Capital, LLC | 43,342 | $179.4K | 0.09% | +43,342 | New |
| Sig Brokerage, LP | 39,157 | $162.1K | 0.04% | +39,157 | New |
| Polymer Capital Management (US) LLC | 38,873 | $160.9K | 0.03% | +38,873 | New |
| Vise Technologies, Inc. | 36,980 | $153.1K | 0.01% | +36,980 | New |
| Ieq Capital, LLC | 36,851 | $152.6K | 0.00% | −170,395−82.2% | Reduced |
| KLP Kapitalforvaltning AS | 33,200 | $140.3K | 0.00% | +12,900+63.5% | Added |
| Mariner, LLC | 33,582 | $139.0K | 0.00% | −31,121−48.1% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 33,264 | $137.7K | 0.09% | +747+2.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 29,835 | $123.5K | 0.01% | −1,768−5.6% | Reduced |
| Parallel Advisors, LLC | 29,533 | $122.3K | 0.00% | +14,358+94.6% | Added |
| State Board of Administration of Florida Retirement System | 26,720 | $110.6K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 26,284 | $108.8K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 26,034 | $107.8K | 0.00% | −36,597−58.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 25,845 | $107.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 24,798 | $102.7K | 0.00% | +24,798 | New |
| Sigma Planning Corp | 24,198 | $100.2K | 0.00% | −356−1.4% | Reduced |
| Teacher Retirement System of Texas | 23,929 | $99.1K | 0.00% | +4,552+23.5% | Added |
| Voya Investment Management LLC | 23,234 | $96.2K | 0.00% | −8,184−26.0% | Reduced |
| Stifel Financial Corp | 22,867 | $94.7K | 0.00% | +22,867 | New |
| Russell Investments Group, Ltd. | 22,602 | $93.6K | 0.00% | +9,189+68.5% | Added |
| Trace Wealth Advisors, LLC | 22,500 | $93.2K | 0.08% | 00.0% | Unchanged |
| DRW Securities, LLC | 21,500 | $89.0K | 0.01% | +21,500 | New |
| Commonwealth Equity Services, LLC | 21,505 | $89.0K | 0.00% | −13−0.1% | Reduced |
| Mercer Global Advisors Inc | 20,314 | $84.1K | 0.00% | −24,756−54.9% | Reduced |
| DDFG, Inc | 19,591 | $81.1K | 0.02% | +422+2.2% | Added |
| Ameriprise Financial Inc | 19,094 | $79.5K | 0.00% | −6,255−24.7% | Reduced |
| JustInvest LLC | 19,060 | $78.9K | 0.00% | +5,348+39.0% | Added |
| Equitable Holdings, Inc. | 18,646 | $77.2K | 0.00% | +18,646 | New |
| Blueshift Asset Management, LLC | 17,499 | $72.4K | 0.02% | +17,499 | New |
| Park Avenue Securities LLC | 17,403 | $72.0K | 0.00% | +17,403 | New |
| PACK Private Wealth, LLC | 17,022 | $70.5K | 0.04% | +17,022 | New |
| Newbridge Financial Services Group, Inc. | 16,600 | $68.7K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 16,187 | $68.3K | 0.01% | −2,421−13.0% | Reduced |
| Pallas Capital Advisors LLC | 16,463 | $68.2K | 0.00% | −30,838−65.2% | Reduced |
| Handelsbanken Fonder AB | 16,300 | $67.0K | 0.00% | +16,300 | New |
| Cherokee Insurance Co | 16,000 | $66.2K | 0.03% | +16,000 | New |
| Pictet Asset Management Holding SA | 15,787 | $65.4K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 15,752 | $65.2K | 0.00% | −966−5.8% | Reduced |
| Global Retirement Partners, LLC | 15,000 | $62.1K | 0.00% | +15,000 | New |
| The PNC Financial Services Group, Inc. | 14,467 | $59.9K | 0.00% | +6,395+79.2% | Added |
| Evergreen Capital Management LLC | 14,123 | $59.8K | 0.00% | −1,977−12.3% | Reduced |
| Commerce Bank | 14,301 | $59.2K | 0.00% | 00.0% | Unchanged |
| Grange Capital, LLC | 13,000 | $53.8K | 0.06% | 00.0% | Unchanged |
| Deutsche Bank AG | 12,434 | $51.5K | 0.00% | +4,137+49.9% | Added |
| R Squared Ltd | 12,371 | $51.2K | 0.03% | +12,371 | New |
| LJI Wealth Management, LLC | 11,900 | $49.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 11,650 | $48.2K | 0.01% | −16,181−58.1% | Reduced |
| HB Wealth Management, LLC | 11,473 | $47.5K | 0.00% | −2,286−16.6% | Reduced |
| Good Life Advisors, LLC | 11,296 | $46.8K | 0.00% | +191+1.7% | Added |
| CI Private Wealth, LLC | 11,008 | $45.6K | 0.00% | −11,227−50.5% | Reduced |
| Arkadios Wealth Advisors | 10,853 | $44.9K | 0.00% | +249+2.3% | Added |
| Wellington Management Group LLP | 10,637 | $44.0K | 0.00% | +10,637 | New |
| Principal Financial Group Inc | 10,263 | $42.5K | 0.00% | +10,263 | New |
| State of Wisconsin Investment Board | 10,230 | $42.4K | 0.00% | −3,478−25.4% | Reduced |
| Quent Capital, LLC | 10,217 | $42.3K | 0.00% | −2,079−16.9% | Reduced |
| Sterling Capital Management LLC | 9,308 | $38.5K | 0.00% | +7,445+399.6% | Added |
| Raymond James Financial Inc | 8,500 | $35.2K | 0.00% | +8,500 | New |
| Comerica Bank | 8,484 | $35.1K | 0.00% | +7,988+1,610.5% | Added |
| Amalgamated Bank | 6,195 | $26.0K | 0.00% | +249+4.2% | Added |
| EverSource Wealth Advisors, LLC | 5,781 | $23.9K | 0.00% | −1,415−19.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,331 | $22.1K | 0.00% | +659+14.1% | Added |
| Versant Capital Management, Inc | 5,216 | $21.6K | 0.00% | +4,671+857.1% | Added |
| Signaturefd, LLC | 5,023 | $20.8K | 0.00% | −3,136−38.4% | Reduced |
| STRS Ohio | 3,750 | $15.5K | 0.00% | +3,750 | New |
| MetLife Investment Management | 3,407 | $14.1K | 0.00% | −1,107−24.5% | Reduced |
| CIBC Private Wealth Group, LLC | 3,101 | $12.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,943 | $12.2K | 0.01% | +2,546+641.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,898 | $12.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,826 | $11.7K | 0.00% | −2,046−42.0% | Reduced |
| Headlands Technologies LLC | 2,772 | $11.5K | 0.00% | +2,772 | New |
| 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 |
| JPMorgan Chase & Co | 2,438 | $10.1K | 0.00% | +1,639+205.1% | Added |
| Jones Financial Companies LLLP | 2,454 | $10.1K | 0.00% | +51+2.1% | Added |
| SRS Capital Advisors, Inc. | 2,300 | $9.52K | 0.00% | +2,300 | New |
| CoreCap Advisors, LLC | 2,010 | $8.32K | 0.00% | −885−30.6% | Reduced |
| Clearstead Advisors, LLC | 1,587 | $6.57K | 0.00% | +410+34.8% | Added |
| American National Bank | 1,500 | $6.21K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,420 | $5.88K | 0.00% | +1,420 | New |
| Coston, McIsaac & Partners | 1,409 | $5.00K | 0.00% | +32+2.3% | Added |
| DHJJ Financial Advisors, Ltd. | 1,149 | $4.76K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,063 | $4.40K | 0.00% | −4,800−81.9% | Reduced |
| Whittier Trust Co | 1,050 | $4.35K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $4.14K | 0.00% | 00.0% | Unchanged |