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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 6,664 | $40.0K | 0.00% | −67,840−91.1% | Reduced |
| Amalgamated Bank | 6,279 | $38.0K | 0.00% | +84+1.4% | Added |
| Advisory Services Network, LLC | 6,178 | $37.6K | 0.00% | +6,178 | New |
| Tower Research Capital LLC (TRC) | 5,462 | $33.3K | 0.00% | +131+2.5% | Added |
| GAMMA Investing LLC | 5,407 | $32.9K | 0.00% | +4,344+408.7% | Added |
| EverSource Wealth Advisors, LLC | 4,735 | $28.8K | 0.00% | −1,046−18.1% | Reduced |
| Allworth Financial LP | 4,163 | $25.4K | 0.00% | +4,091+5,681.9% | Added |
| STRS Ohio | 3,752 | $22.9K | 0.00% | +2+0.1% | Added |
| CoreCap Advisors, LLC | 3,510 | $21.4K | 0.00% | +1,500+74.6% | Added |
| CIBC Private Wealth Group, LLC | 3,101 | $18.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,788 | $17.0K | 0.00% | +19+0.7% | Added |
| Jones Financial Companies LLLP | 2,433 | $15.2K | 0.00% | −21−0.9% | Reduced |
| Principal Securities, Inc. | 1,760 | $10.7K | 0.00% | +340+23.9% | Added |
| American National Bank | 1,500 | $9.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,488 | $9.06K | 0.00% | +1,488 | New |
| Coston, McIsaac & Partners | 1,443 | $8.00K | 0.00% | +34+2.4% | Added |
| Sunbelt Securities, Inc. | 1,210 | $7.37K | 0.00% | +1,210 | New |
| Financial Connections Group, Inc. | 1,248 | $7.00K | 0.00% | −1,430−53.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,149 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $6.09K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $6.09K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 993 | $6.00K | 0.00% | +993 | New |
| LMR Partners LLP | 900 | $5.48K | 0.00% | +900 | New |
| Clearstead Advisors, LLC | 731 | $4.45K | 0.00% | −856−53.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 730 | $4.45K | 0.00% | −2,213−75.2% | Reduced |
| Essential Partners LLC | 670 | $4.08K | 0.00% | +581+652.8% | Added |
| MAI Capital Management | 630 | $3.84K | 0.00% | −173−21.5% | Reduced |
| Delta Asset Management LLC | 625 | $3.81K | 0.00% | +625 | New |
| Smartleaf Asset Management LLC | 581 | $3.61K | 0.00% | +117+25.2% | Added |
| Farther Finance Advisors, LLC | 569 | $3.46K | 0.00% | −179−23.9% | Reduced |
| MV Capital Management, Inc. | 562 | $3.42K | 0.00% | +359+176.8% | Added |
| Cedar Mountain Advisors, LLC | 487 | $2.97K | 0.00% | +12+2.5% | Added |
| SBI Securities Co., Ltd. | 438 | $2.67K | 0.00% | +44+11.2% | Added |
| IFP Advisors, Inc | 414 | $2.52K | 0.00% | +414 | Added |
| Plante Moran Financial Advisors, LLC | 408 | $2.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 406 | $2.47K | 0.00% | +406 | New |
| Rockefeller Capital Management L.P. | 341 | $2.08K | 0.00% | +341 | New |
| Ci Investments Inc. | 298 | $2.00K | 0.00% | +92+44.7% | Added |
| Rothschild Investment LLC | 325 | $1.98K | 0.00% | +235+261.1% | Added |
| South State Corp. | 293 | $1.78K | 0.00% | +293 | New |
| GWM Advisors LLC | 280 | $1.71K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 252 | $1.56K | 0.00% | +252 | New |
| Tradewinds Capital Management, LLC | 200 | $1.22K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 130 | $792 | 0.00% | +130 | New |
| True Wealth Design, LLC | 129 | $786 | 0.00% | −21−14.0% | Reduced |
| Bogart Wealth, LLC | 118 | $719 | 0.00% | +118 | New |
| Larson Financial Group LLC | 82 | $501 | 0.00% | +9+12.3% | Added |
| Mather Group, LLC. | 79 | $481 | 0.00% | +79 | New |
| Ronald Blue Trust, Inc. | 39 | $238 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 32 | $195 | 0.00% | +32 | New |
| Golden State Wealth Management, LLC | 24 | $146 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $86 | 0.00% | +14 | New |
| Delos Wealth Advisors, LLC | 10 | $61 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 9 | $56 | 0.00% | +9 | New |
| Northwestern Mutual Wealth Management Co | 6 | $36 | 0.00% | +6 | New |
| Covestor Ltd | 33 | $0 | 0.00% | −347−91.3% | Reduced |
| Cornerstone Planning Group LLC | 15 | – | – | +15 | New |
| Brandes Investment Partners, LP | 0 | $0 | 0.00% | −12,228,813−100.0% | Sold out |
| Diameter Capital Partners LP | 0 | $0 | 0.00% | −2,750,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −1,205,762−100.0% | Sold out |
| EVR Research LP | 0 | $0 | 0.00% | −1,011,825−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −601,168−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −393,230−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −365,358−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −231,111−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −220,701−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −156,950−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −156,080−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −148,466−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −146,172−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −143,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −134,610−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −92,706−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −89,030−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −85,067−100.0% | Sold out |
| Salzhauer Michael | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −56,900−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −56,237−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −49,020−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −45,956−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −39,157−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −38,873−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −24,798−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −24,198−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −22,867−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −17,499−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −15,752−100.0% | Sold out |
| Grange Capital, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −12,371−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −10,853−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −10,637−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −10,263−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −2,898−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,772−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |