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 |
|---|---|---|---|---|---|
| JCSD Capital, LLC | 100,010 | $609.1K | 1.08% | +100,000+1,000,000.0% | Added |
| Lebenthal Global Advisors, LLC | 95,508 | $581.6K | 0.10% | −52,927−35.7% | Reduced |
| Persistent Asset Partners Ltd | 90,901 | $553.6K | 0.40% | +90,901 | New |
| Summit Trail Advisors, LLC | 84,385 | $521.4K | 0.01% | +84,385 | New |
| SG Americas Securities, LLC | 85,528 | $521.0K | 0.00% | +85,528 | New |
| Janus Henderson Group PLC | 81,913 | $498.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 79,470 | $484.0K | 0.00% | +19,031+31.5% | Added |
| HSBC Holdings PLC | 78,051 | $477.3K | 0.00% | −113,087−59.2% | Reduced |
| Schnieders Capital Management, LLC. | 77,050 | $469.2K | 0.08% | +77,050 | New |
| Police & Firemen's Retirement System of New Jersey | 76,626 | $466.7K | 0.00% | +21,372+38.7% | Added |
| Vident Advisory, LLC | 76,208 | $464.1K | 0.00% | +7,570+11.0% | Added |
| Captrust Financial Advisors | 75,982 | $462.7K | 0.00% | +75,982 | New |
| Capstone Investment Advisors, LLC | 72,151 | $439.4K | 0.00% | +7,151+11.0% | Added |
| Mercer Global Advisors Inc | 70,814 | $431.3K | 0.00% | +50,500+248.6% | Added |
| Treasurer of the State of North Carolina | 70,543 | $430.0K | 0.00% | −2,743−3.7% | Reduced |
| Cubist Systematic Strategies, LLC | 67,745 | $412.6K | 0.01% | +67,745 | New |
| Price T Rowe Associates Inc | 67,451 | $411.0K | 0.00% | +9,473+16.3% | Added |
| Russell Investments Group, Ltd. | 61,636 | $375.4K | 0.00% | +39,034+172.7% | Added |
| Alamea Verwaltungs GmbH | 54,463 | $331.7K | 0.23% | +54,463 | New |
| Dimensional Fund Advisors LP | 53,180 | $323.9K | 0.00% | −237,022−81.7% | Reduced |
| Penserra Capital Management LLC | 52,992 | $322.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 52,606 | $320.4K | 0.00% | +49,780+1,761.5% | Added |
| Dynasty Wealth Management, LLC | 50,937 | $310.2K | 0.00% | +50,937 | New |
| Arizona State Retirement System | 50,661 | $308.5K | 0.00% | +3,785+8.1% | Added |
| New York State Common Retirement Fund | 49,890 | $303.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 49,016 | $298.5K | 0.00% | +304+0.6% | Added |
| Prelude Capital Management, LLC | 48,741 | $296.8K | 0.02% | +48,741 | New |
| Quadrant Capital Group LLC | 43,418 | $268.4K | 0.01% | +43,418 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,889 | $267.3K | 0.00% | +18,044+69.8% | Added |
| Advisor Group Holdings, Inc. | 44,074 | $256.6K | 0.00% | +281+0.6% | Added |
| Limestone Investment Advisors LP | – | $255.1K | 0.11% | – | – |
| SRS Capital Advisors, Inc. | 39,798 | $242.4K | 0.00% | +37,498+1,630.3% | Added |
| Vise Technologies, Inc. | 35,734 | $217.6K | 0.01% | −1,246−3.4% | Reduced |
| JustInvest LLC | 34,936 | $212.8K | 0.00% | +15,876+83.3% | Added |
| Jain Global LLC | 34,772 | $211.8K | 0.00% | +34,772 | New |
| Taylor & Morgan Wealth Management, LLC | 34,075 | $207.5K | 0.13% | +811+2.4% | Added |
| KLP Kapitalforvaltning AS | 33,200 | $205.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 31,768 | $193.5K | 0.03% | +31,768 | New |
| Nisa Investment Advisors, LLC | 29,072 | $180.0K | 0.00% | +29,072 | New |
| Ameriprise Financial Inc | 28,865 | $177.3K | 0.00% | +9,771+51.2% | Added |
| CI Private Wealth, LLC | 28,906 | $176.0K | 0.00% | +17,898+162.6% | Added |
| Parallel Advisors, LLC | 28,902 | $176.0K | 0.00% | −631−2.1% | Reduced |
| Wedmont Private Capital | 31,455 | $168.3K | 0.01% | +31,455 | New |
| State Board of Administration of Florida Retirement System | 26,720 | $162.7K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 26,522 | $162.2K | 0.01% | +5,022+23.4% | Added |
| Evergreen Capital Management LLC | 25,913 | $160.3K | 0.00% | +11,790+83.5% | Added |
| Quest Partners LLC | 26,284 | $160.1K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 25,310 | $154.1K | 0.00% | −724−2.8% | Reduced |
| TCG Advisory Services, LLC | 25,122 | $153.0K | 0.01% | +25,122 | New |
| JPMorgan Chase & Co | 23,686 | $144.2K | 0.00% | +21,248+871.5% | Added |
| Equitable Holdings, Inc. | 23,589 | $143.7K | 0.00% | +4,943+26.5% | Added |
| Trace Wealth Advisors, LLC | 22,500 | $137.0K | 0.10% | 00.0% | Unchanged |
| Victory Capital Management Inc | 21,914 | $133.5K | 0.00% | −344,825−94.0% | Reduced |
| Teacher Retirement System of Texas | 21,891 | $133.3K | 0.00% | −2,038−8.5% | Reduced |
| Pictet Asset Management Holding SA | 21,051 | $128.2K | 0.00% | +5,264+33.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 20,874 | $127.1K | 0.02% | −8,961−30.0% | Reduced |
| Pallas Capital Advisors LLC | 20,269 | $123.4K | 0.00% | +3,806+23.1% | Added |
| The PNC Financial Services Group, Inc. | 20,124 | $122.6K | 0.00% | +5,657+39.1% | Added |
| DDFG, Inc | 20,052 | $122.1K | 0.03% | +461+2.4% | Added |
| Fieldview Capital Management, LLC | 19,899 | $121.2K | 0.02% | +19,899 | New |
| Commonwealth Equity Services, LLC | 17,366 | $106.0K | 0.00% | −4,139−19.2% | Reduced |
| PACK Private Wealth, LLC | 17,022 | $103.7K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 16,380 | $101.6K | 0.00% | +16,380 | New |
| Park Avenue Securities LLC | 16,535 | $101.0K | 0.00% | −868−5.0% | Reduced |
| Handelsbanken Fonder AB | 16,300 | $99.0K | 0.00% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 16,255 | $99.0K | 0.01% | +68+0.4% | Added |
| HB Wealth Management, LLC | 16,162 | $98.4K | 0.00% | +4,689+40.9% | Added |
| Cherokee Insurance Co | 16,000 | $97.4K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 15,925 | $97.0K | 0.02% | +15,925 | New |
| State of Wisconsin Investment Board | 15,572 | $94.8K | 0.00% | +5,342+52.2% | Added |
| Kestra Advisory Services, LLC | 15,414 | $93.9K | 0.00% | +15,414 | New |
| Global Retirement Partners, LLC | 15,000 | $91.3K | 0.00% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 14,921 | $90.9K | 0.13% | +14,921 | New |
| Pathstone Holdings, LLC | 14,562 | $89.1K | 0.00% | +14,562 | New |
| State of Wyoming | 14,552 | $88.6K | 0.01% | +2,902+24.9% | Added |
| Bank of Nova Scotia | 14,414 | $87.8K | 0.00% | −37,089−72.0% | Reduced |
| Commerce Bank | 14,301 | $87.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 13,802 | $84.1K | 0.03% | −29,540−68.2% | Reduced |
| Deutsche Bank AG | 13,555 | $82.5K | 0.00% | +1,121+9.0% | Added |
| Voya Investment Management LLC | 13,469 | $82.0K | 0.00% | −9,765−42.0% | Reduced |
| Krilogy Financial LLC | 14,026 | $79.4K | 0.00% | +14,026 | New |
| Fortem Financial Group, LLC | 12,885 | $78.5K | 0.02% | +12,885 | New |
| Merit Financial Group, LLC | 12,860 | $78.3K | 0.00% | +12,860 | New |
| Prana Capital Management, LP | 12,779 | $77.8K | 0.00% | −38,606−75.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,306 | $74.9K | 0.00% | +12,006+4,002.0% | Added |
| Dark Forest Capital Management LP | 12,300 | $74.9K | 0.00% | −83,777−87.2% | Reduced |
| LJI Wealth Management, LLC | 11,900 | $72.5K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,659 | $71.0K | 0.00% | +11,659 | New |
| Kovitz Investment Group Partners, LLC | 11,544 | $70.8K | 0.00% | +11,544 | New |
| Sanctuary Advisors, LLC | 11,248 | $68.5K | 0.00% | +11,248 | New |
| Versant Capital Management, Inc | 10,700 | $65.2K | 0.01% | +5,484+105.1% | Added |
| Signaturefd, LLC | 10,592 | $64.5K | 0.00% | +5,569+110.9% | Added |
| Quent Capital, LLC | 10,257 | $62.5K | 0.01% | +40+0.4% | Added |
| Harvest Fund Management Co., Ltd | 10,296 | $62.0K | 0.00% | +10,296 | New |
| SkyOak Wealth, LLC | 10,127 | $61.7K | 0.01% | +10,127 | New |
| Moment Partners, LLC | 10,000 | $60.9K | 0.01% | +10,000 | New |
| Buckingham Strategic Partners | 10,830 | $59.9K | 0.00% | +10,830 | New |
| Clear Street Markets LLC | 8,808 | $53.6K | 0.02% | +8,808 | New |
| Sterling Capital Management LLC | 8,647 | $52.7K | 0.00% | −661−7.1% | Reduced |
| Comerica Bank | 8,479 | $51.6K | 0.00% | −5−0.1% | Reduced |