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, Q3 2025
Institutional positions in UWM Holdings Corp as of Sep 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
- 257
- +29 vs. Q2 2025
- Shares held
- 172.9M
- +37.4M (+27.6%) vs. Q2 2025
- Total value
- $1.05B
- +$491.7M (+87.5%) vs. Q2 2025
- New holders
- 75
- 101 more added
- Sold out
- 46
- 53 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 33 | $0 | 0.00% | −347−91.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 6 | $36 | 0.00% | +6 | New |
| Turning Point Benefit Group, Inc. | 9 | $56 | 0.00% | +9 | New |
| Delos Wealth Advisors, LLC | 10 | $61 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $86 | 0.00% | +14 | New |
| Golden State Wealth Management, LLC | 24 | $146 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 32 | $195 | 0.00% | +32 | New |
| Ronald Blue Trust, Inc. | 39 | $238 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 79 | $481 | 0.00% | +79 | New |
| Larson Financial Group LLC | 82 | $501 | 0.00% | +9+12.3% | Added |
| Bogart Wealth, LLC | 118 | $719 | 0.00% | +118 | New |
| True Wealth Design, LLC | 129 | $786 | 0.00% | −21−14.0% | Reduced |
| JPL Wealth Management, LLC | 130 | $792 | 0.00% | +130 | New |
| Tradewinds Capital Management, LLC | 200 | $1.22K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 252 | $1.56K | 0.00% | +252 | New |
| GWM Advisors LLC | 280 | $1.71K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 293 | $1.78K | 0.00% | +293 | New |
| Rothschild Investment LLC | 325 | $1.98K | 0.00% | +235+261.1% | Added |
| Ci Investments Inc. | 298 | $2.00K | 0.00% | +92+44.7% | Added |
| Rockefeller Capital Management L.P. | 341 | $2.08K | 0.00% | +341 | New |
| Massmutual Trust Co FSB | 406 | $2.47K | 0.00% | +406 | New |
| Plante Moran Financial Advisors, LLC | 408 | $2.48K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 414 | $2.52K | 0.00% | +414 | Added |
| SBI Securities Co., Ltd. | 438 | $2.67K | 0.00% | +44+11.2% | Added |
| Cedar Mountain Advisors, LLC | 487 | $2.97K | 0.00% | +12+2.5% | Added |
| MV Capital Management, Inc. | 562 | $3.42K | 0.00% | +359+176.8% | Added |
| Farther Finance Advisors, LLC | 569 | $3.46K | 0.00% | −179−23.9% | Reduced |
| Smartleaf Asset Management LLC | 581 | $3.61K | 0.00% | +117+25.2% | Added |
| Delta Asset Management LLC | 625 | $3.81K | 0.00% | +625 | New |
| MAI Capital Management | 630 | $3.84K | 0.00% | −173−21.5% | Reduced |
| Essential Partners LLC | 670 | $4.08K | 0.00% | +581+652.8% | Added |
| Caitong International Asset Management Co., Ltd | 730 | $4.45K | 0.00% | −2,213−75.2% | Reduced |
| Clearstead Advisors, LLC | 731 | $4.45K | 0.00% | −856−53.9% | Reduced |
| LMR Partners LLP | 900 | $5.48K | 0.00% | +900 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 993 | $6.00K | 0.00% | +993 | New |
| Spire Wealth Management | 1,000 | $6.09K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $6.09K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1,149 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,248 | $7.00K | 0.00% | −1,430−53.4% | Reduced |
| Sunbelt Securities, Inc. | 1,210 | $7.37K | 0.00% | +1,210 | New |
| Coston, McIsaac & Partners | 1,443 | $8.00K | 0.00% | +34+2.4% | Added |
| Parkside Financial Bank & Trust | 1,488 | $9.06K | 0.00% | +1,488 | New |
| American National Bank | 1,500 | $9.13K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,760 | $10.7K | 0.00% | +340+23.9% | Added |
| Jones Financial Companies LLLP | 2,433 | $15.2K | 0.00% | −21−0.9% | Reduced |
| Hantz Financial Services, Inc. | 2,788 | $17.0K | 0.00% | +19+0.7% | Added |
| CIBC Private Wealth Group, LLC | 3,101 | $18.9K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,510 | $21.4K | 0.00% | +1,500+74.6% | Added |
| STRS Ohio | 3,752 | $22.9K | 0.00% | +2+0.1% | Added |
| Allworth Financial LP | 4,163 | $25.4K | 0.00% | +4,091+5,681.9% | Added |
| EverSource Wealth Advisors, LLC | 4,735 | $28.8K | 0.00% | −1,046−18.1% | Reduced |
| GAMMA Investing LLC | 5,407 | $32.9K | 0.00% | +4,344+408.7% | Added |
| Tower Research Capital LLC (TRC) | 5,462 | $33.3K | 0.00% | +131+2.5% | Added |
| Advisory Services Network, LLC | 6,178 | $37.6K | 0.00% | +6,178 | New |
| Amalgamated Bank | 6,279 | $38.0K | 0.00% | +84+1.4% | Added |
| Simplex Trading, LLC | 6,664 | $40.0K | 0.00% | −67,840−91.1% | Reduced |
| Comerica Bank | 8,479 | $51.6K | 0.00% | −5−0.1% | Reduced |
| Sterling Capital Management LLC | 8,647 | $52.7K | 0.00% | −661−7.1% | Reduced |
| Clear Street Markets LLC | 8,808 | $53.6K | 0.02% | +8,808 | New |
| Buckingham Strategic Partners | 10,830 | $59.9K | 0.00% | +10,830 | New |
| Moment Partners, LLC | 10,000 | $60.9K | 0.01% | +10,000 | New |
| SkyOak Wealth, LLC | 10,127 | $61.7K | 0.01% | +10,127 | New |
| Harvest Fund Management Co., Ltd | 10,296 | $62.0K | 0.00% | +10,296 | New |
| Quent Capital, LLC | 10,257 | $62.5K | 0.01% | +40+0.4% | Added |
| Signaturefd, LLC | 10,592 | $64.5K | 0.00% | +5,569+110.9% | Added |
| Versant Capital Management, Inc | 10,700 | $65.2K | 0.01% | +5,484+105.1% | Added |
| Sanctuary Advisors, LLC | 11,248 | $68.5K | 0.00% | +11,248 | New |
| Kovitz Investment Group Partners, LLC | 11,544 | $70.8K | 0.00% | +11,544 | New |
| We Are One Seven, LLC | 11,659 | $71.0K | 0.00% | +11,659 | New |
| LJI Wealth Management, LLC | 11,900 | $72.5K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 12,300 | $74.9K | 0.00% | −83,777−87.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,306 | $74.9K | 0.00% | +12,006+4,002.0% | Added |
| Prana Capital Management, LP | 12,779 | $77.8K | 0.00% | −38,606−75.1% | Reduced |
| Merit Financial Group, LLC | 12,860 | $78.3K | 0.00% | +12,860 | New |
| Fortem Financial Group, LLC | 12,885 | $78.5K | 0.02% | +12,885 | New |
| Krilogy Financial LLC | 14,026 | $79.4K | 0.00% | +14,026 | New |
| Voya Investment Management LLC | 13,469 | $82.0K | 0.00% | −9,765−42.0% | Reduced |
| Deutsche Bank AG | 13,555 | $82.5K | 0.00% | +1,121+9.0% | Added |
| EntryPoint Capital, LLC | 13,802 | $84.1K | 0.03% | −29,540−68.2% | Reduced |
| Commerce Bank | 14,301 | $87.1K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 14,414 | $87.8K | 0.00% | −37,089−72.0% | Reduced |
| State of Wyoming | 14,552 | $88.6K | 0.01% | +2,902+24.9% | Added |
| Pathstone Holdings, LLC | 14,562 | $89.1K | 0.00% | +14,562 | New |
| Keebeck Alpha, LP | 14,921 | $90.9K | 0.13% | +14,921 | New |
| Global Retirement Partners, LLC | 15,000 | $91.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,414 | $93.9K | 0.00% | +15,414 | New |
| State of Wisconsin Investment Board | 15,572 | $94.8K | 0.00% | +5,342+52.2% | Added |
| Quarry LP | 15,925 | $97.0K | 0.02% | +15,925 | New |
| Cherokee Insurance Co | 16,000 | $97.4K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 16,162 | $98.4K | 0.00% | +4,689+40.9% | Added |
| Fidelis Capital Partners, LLC | 16,255 | $99.0K | 0.01% | +68+0.4% | Added |
| Handelsbanken Fonder AB | 16,300 | $99.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 16,535 | $101.0K | 0.00% | −868−5.0% | Reduced |
| RSM US Wealth Management LLC | 16,380 | $101.6K | 0.00% | +16,380 | New |
| PACK Private Wealth, LLC | 17,022 | $103.7K | 0.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,366 | $106.0K | 0.00% | −4,139−19.2% | Reduced |
| Fieldview Capital Management, LLC | 19,899 | $121.2K | 0.02% | +19,899 | New |
| DDFG, Inc | 20,052 | $122.1K | 0.03% | +461+2.4% | Added |
| The PNC Financial Services Group, Inc. | 20,124 | $122.6K | 0.00% | +5,657+39.1% | Added |
| Pallas Capital Advisors LLC | 20,269 | $123.4K | 0.00% | +3,806+23.1% | Added |