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 |
|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 20,874 | $127.1K | 0.02% | −8,961−30.0% | Reduced |
| Pictet Asset Management Holding SA | 21,051 | $128.2K | 0.00% | +5,264+33.3% | Added |
| Teacher Retirement System of Texas | 21,891 | $133.3K | 0.00% | −2,038−8.5% | Reduced |
| Victory Capital Management Inc | 21,914 | $133.5K | 0.00% | −344,825−94.0% | Reduced |
| Trace Wealth Advisors, LLC | 22,500 | $137.0K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 23,589 | $143.7K | 0.00% | +4,943+26.5% | Added |
| JPMorgan Chase & Co | 23,686 | $144.2K | 0.00% | +21,248+871.5% | Added |
| TCG Advisory Services, LLC | 25,122 | $153.0K | 0.01% | +25,122 | New |
| Cerity Partners LLC | 25,310 | $154.1K | 0.00% | −724−2.8% | Reduced |
| Quest Partners LLC | 26,284 | $160.1K | 0.01% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 25,913 | $160.3K | 0.00% | +11,790+83.5% | Added |
| DRW Securities, LLC | 26,522 | $162.2K | 0.01% | +5,022+23.4% | Added |
| State Board of Administration of Florida Retirement System | 26,720 | $162.7K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 31,455 | $168.3K | 0.01% | +31,455 | New |
| Parallel Advisors, LLC | 28,902 | $176.0K | 0.00% | −631−2.1% | Reduced |
| CI Private Wealth, LLC | 28,906 | $176.0K | 0.00% | +17,898+162.6% | Added |
| Ameriprise Financial Inc | 28,865 | $177.3K | 0.00% | +9,771+51.2% | Added |
| Nisa Investment Advisors, LLC | 29,072 | $180.0K | 0.00% | +29,072 | New |
| Aigen Investment Management, LP | 31,768 | $193.5K | 0.03% | +31,768 | New |
| KLP Kapitalforvaltning AS | 33,200 | $205.0K | 0.00% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 34,075 | $207.5K | 0.13% | +811+2.4% | Added |
| Jain Global LLC | 34,772 | $211.8K | 0.00% | +34,772 | New |
| JustInvest LLC | 34,936 | $212.8K | 0.00% | +15,876+83.3% | Added |
| Vise Technologies, Inc. | 35,734 | $217.6K | 0.01% | −1,246−3.4% | Reduced |
| SRS Capital Advisors, Inc. | 39,798 | $242.4K | 0.00% | +37,498+1,630.3% | Added |
| Limestone Investment Advisors LP | – | $255.1K | 0.11% | – | – |
| Advisor Group Holdings, Inc. | 44,074 | $256.6K | 0.00% | +281+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,889 | $267.3K | 0.00% | +18,044+69.8% | Added |
| Quadrant Capital Group LLC | 43,418 | $268.4K | 0.01% | +43,418 | New |
| Prelude Capital Management, LLC | 48,741 | $296.8K | 0.02% | +48,741 | New |
| Public Employees Retirement System of Ohio | 49,016 | $298.5K | 0.00% | +304+0.6% | Added |
| New York State Common Retirement Fund | 49,890 | $303.8K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 50,661 | $308.5K | 0.00% | +3,785+8.1% | Added |
| Dynasty Wealth Management, LLC | 50,937 | $310.2K | 0.00% | +50,937 | New |
| US Bancorp | 52,606 | $320.4K | 0.00% | +49,780+1,761.5% | Added |
| Penserra Capital Management LLC | 52,992 | $322.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 53,180 | $323.9K | 0.00% | −237,022−81.7% | Reduced |
| Alamea Verwaltungs GmbH | 54,463 | $331.7K | 0.23% | +54,463 | New |
| Russell Investments Group, Ltd. | 61,636 | $375.4K | 0.00% | +39,034+172.7% | Added |
| Price T Rowe Associates Inc | 67,451 | $411.0K | 0.00% | +9,473+16.3% | Added |
| Cubist Systematic Strategies, LLC | 67,745 | $412.6K | 0.01% | +67,745 | New |
| Treasurer of the State of North Carolina | 70,543 | $430.0K | 0.00% | −2,743−3.7% | Reduced |
| Mercer Global Advisors Inc | 70,814 | $431.3K | 0.00% | +50,500+248.6% | Added |
| Capstone Investment Advisors, LLC | 72,151 | $439.4K | 0.00% | +7,151+11.0% | Added |
| Captrust Financial Advisors | 75,982 | $462.7K | 0.00% | +75,982 | New |
| Vident Advisory, LLC | 76,208 | $464.1K | 0.00% | +7,570+11.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 76,626 | $466.7K | 0.00% | +21,372+38.7% | Added |
| Schnieders Capital Management, LLC. | 77,050 | $469.2K | 0.08% | +77,050 | New |
| HSBC Holdings PLC | 78,051 | $477.3K | 0.00% | −113,087−59.2% | Reduced |
| CWM, LLC | 79,470 | $484.0K | 0.00% | +19,031+31.5% | Added |
| Janus Henderson Group PLC | 81,913 | $498.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 85,528 | $521.0K | 0.00% | +85,528 | New |
| Summit Trail Advisors, LLC | 84,385 | $521.4K | 0.01% | +84,385 | New |
| Persistent Asset Partners Ltd | 90,901 | $553.6K | 0.40% | +90,901 | New |
| Lebenthal Global Advisors, LLC | 95,508 | $581.6K | 0.10% | −52,927−35.7% | Reduced |
| JCSD Capital, LLC | 100,010 | $609.1K | 1.08% | +100,000+1,000,000.0% | Added |
| Worldquant Millennium Advisors LLC | 101,448 | $617.8K | 0.00% | +101,448 | New |
| Barclays PLC | 103,097 | $627.9K | 0.00% | −38,041−27.0% | Reduced |
| Citigroup Inc | 107,130 | $652.4K | 0.00% | +7,459+7.5% | Added |
| Envestnet Asset Management Inc | 111,472 | $678.9K | 0.00% | −9,972−8.2% | Reduced |
| 180 Wealth Advisors, LLC | 113,244 | $689.7K | 0.08% | +5,422+5.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 114,989 | $700.3K | 0.02% | +114,989 | New |
| Rhumbline Advisers | 115,580 | $703.8K | 0.00% | +79+0.1% | Added |
| Alpine Global Management, LLC | 116,441 | $709.1K | 0.15% | +116,441 | New |
| Point72 Asset Management, L.P. | 119,861 | $730.0K | 0.00% | +119,861 | New |
| Alliancebernstein L.P. | 127,228 | $774.8K | 0.00% | −55,530−30.4% | Reduced |
| SEI Investments Co | 130,172 | $792.7K | 0.00% | +83,392+178.3% | Added |
| Wolverine Trading, LLC | 140,373 | $873.1K | 0.02% | +140,373 | New |
| Voloridge Investment Management, LLC | 145,288 | $884.8K | 0.00% | −726,278−83.3% | Reduced |
| Ieq Capital, LLC | 147,817 | $900.2K | 0.00% | +110,966+301.1% | Added |
| SummitTX Capital, L.P. | 148,556 | $904.7K | 0.04% | +148,556 | New |
| Cetera Investment Advisers | 150,675 | $917.6K | 0.00% | +37,714+33.4% | Added |
| Marshall Wace, LLP | 151,327 | $921.6K | 0.00% | −862,061−85.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 153,150 | $932.7K | 0.01% | −235,788−60.6% | Reduced |
| California State Teachers Retirement System | 159,942 | $974.0K | 0.00% | +40,024+33.4% | Added |
| Quantbot Technologies LP | 160,693 | $978.6K | 0.03% | −606,474−79.1% | Reduced |
| Mount Lucas Management LP | 162,000 | $986.6K | 0.45% | −53,000−24.7% | Reduced |
| Mariner, LLC | 169,900 | $1.03M | 0.00% | +136,318+405.9% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 170,452 | $1.04M | 0.42% | +170,452 | New |
| Mork Capital Management, LLC | 173,000 | $1.05M | 0.73% | 00.0% | Unchanged |
| Caption Management, LLC | 175,000 | $1.07M | 0.06% | +175,000 | New |
| Wealth Enhancement Advisory Services, LLC | 211,004 | $1.13M | 0.00% | +39,566+23.1% | Added |
| Gsa Capital Partners LLP | 185,626 | $1.13M | 0.09% | −195,994−51.4% | Reduced |
| XTX Topco Ltd | 193,399 | $1.18M | 0.06% | −359,629−65.0% | Reduced |
| Legal & General Group Plc | 203,866 | $1.24M | 0.00% | +23,702+13.2% | Added |
| CWM Advisors, LLC | 208,353 | $1.27M | 0.12% | −9,662−4.4% | Reduced |
| LPL Financial LLC | 214,020 | $1.30M | 0.00% | +20,578+10.6% | Added |
| Oak Thistle LLC | 219,501 | $1.34M | 0.20% | +219,501 | New |
| ExodusPoint Capital Management, LP | 234,281 | $1.43M | 0.02% | −219,515−48.4% | Reduced |
| Creative Planning | 238,724 | $1.45M | 0.00% | +102,908+75.8% | Added |
| Easterly Investment Partners LLC | 242,225 | $1.48M | 0.10% | 00.0% | Unchanged |
| Invesco Ltd. | 248,134 | $1.51M | 0.00% | −108,293−30.4% | Reduced |
| UBS Asset Management Americas Inc | 249,603 | $1.52M | 0.00% | −229,819−47.9% | Reduced |
| Nuveen, LLC | 271,493 | $1.65M | 0.00% | +37,132+15.8% | Added |
| PMC FIG Opportunities LLC | 282,828 | $1.72M | 2.64% | +282,828 | New |
| Carrera Capital Advisors | 281,412 | $1.74M | 0.31% | −204,966−42.1% | Reduced |
| Verition Fund Management LLC | 319,914 | $1.95M | 0.01% | −50,885−13.7% | Reduced |
| PEAK6 LLC | 322,948 | $1.97M | 0.05% | +242,961+303.8% | Added |
| Swiss National Bank | 332,000 | $2.02M | 0.00% | +25,000+8.1% | Added |
| Concentric Capital Strategies, LP | 370,516 | $2.26M | 0.11% | +370,516 | New |