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, Q4 2025
Institutional positions in UWM Holdings Corp as of Dec 31, 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
- 297
- +42 vs. Q3 2025
- Shares held
- 216.2M
- +43.5M (+25.2%) vs. Q3 2025
- Total value
- $948.2M
- −$104.1M (−9.9%) vs. Q3 2025
- New holders
- 81
- 124 more added
- Sold out
- 39
- 66 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 1 | $4 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 4 | $19 | 0.00% | +4 | New |
| Turning Point Benefit Group, Inc. | 9 | $39 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $44 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $62 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 24 | $105 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 60 | $263 | 0.00% | +60 | New |
| Trust Co | 67 | $293 | 0.00% | +67 | New |
| Ronald Blue Trust, Inc. | 68 | $298 | 0.00% | +29+74.4% | Added |
| SHP Wealth Management | 75 | $328 | 0.00% | +75 | New |
| Larson Financial Group LLC | 82 | $361 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 107 | $469 | 0.00% | +107 | New |
| South State Corp. | 118 | $517 | 0.00% | −175−59.7% | Reduced |
| Bogart Wealth, LLC | 118 | $517 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 174 | $760 | 0.00% | +174 | New |
| Pinnacle Wealth Planning Services, Inc. | 174 | $762 | 0.00% | +174 | New |
| Clearstead Advisors, LLC | 196 | $859 | 0.00% | −535−73.2% | Reduced |
| Tradewinds Capital Management, LLC | 200 | $876 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 242 | $1.00K | 0.00% | +209+633.3% | Added |
| Johnson Financial Group, Inc. | 252 | $1.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 263 | $1.15K | 0.00% | +263 | New |
| Northwestern Mutual Wealth Management Co | 356 | $1.56K | 0.00% | +350+5,833.3% | Added |
| Rothschild Investment LLC | 370 | $1.62K | 0.00% | +45+13.8% | Added |
| Massmutual Trust Co FSB | 406 | $1.78K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 303 | $1.78K | 0.00% | +288+1,920.0% | Added |
| Plante Moran Financial Advisors, LLC | 408 | $1.79K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 425 | $1.86K | 0.00% | −13−3.0% | Reduced |
| Cedar Mountain Advisors, LLC | 496 | $2.17K | 0.00% | +9+1.8% | Added |
| MV Capital Management, Inc. | 520 | $2.28K | 0.00% | −42−7.5% | Reduced |
| Optiver Holding B.V. | 568 | $2.49K | 0.00% | +568 | New |
| Activest Wealth Management | 571 | $2.50K | 0.00% | +571 | New |
| Smartleaf Asset Management LLC | 581 | $2.57K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 599 | $2.62K | 0.00% | +599 | New |
| Los Angeles Capital Management LLC | 603 | $3.37K | 0.00% | +603 | New |
| Spire Wealth Management | 1,000 | $4.38K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,000 | $4.38K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1,000 | $4.38K | 0.00% | +1,000 | New |
| MAI Capital Management | 1,004 | $4.40K | 0.00% | +374+59.4% | Added |
| Financial Connections Group, Inc. | 1,272 | $5.00K | 0.00% | +24+1.9% | Added |
| DHJJ Financial Advisors, Ltd. | 1,149 | $5.03K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,232 | $5.40K | 0.00% | +22+1.8% | Added |
| Coston, McIsaac & Partners | 1,470 | $6.00K | 0.00% | +27+1.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,474 | $6.00K | 0.00% | +481+48.4% | Added |
| American National Bank | 1,500 | $6.57K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,581 | $6.92K | 0.00% | +93+6.3% | Added |
| True Wealth Design, LLC | 1,897 | $8.31K | 0.00% | +1,768+1,370.5% | Added |
| Triumph Capital Management | 2,000 | $8.76K | 0.00% | +2,000 | New |
| CoreCap Advisors, LLC | 2,010 | $8.80K | 0.00% | −1,500−42.7% | Reduced |
| IFP Advisors, Inc | 2,498 | $10.9K | 0.00% | +2,084+503.4% | Added |
| Hantz Financial Services, Inc. | 2,803 | $12.0K | 0.00% | +15+0.5% | Added |
| Comerica Bank | 2,862 | $12.5K | 0.00% | −5,617−66.2% | Reduced |
| Ancora Advisors, LLC | 2,884 | $12.6K | 0.00% | +2,884 | New |
| DV Equities, LLC | 3,100 | $13.6K | 0.00% | +3,100 | New |
| International Assets Investment Management, LLC | 3,733 | $16.4K | 0.00% | +3,733 | New |
| Jones Financial Companies LLLP | 4,047 | $17.7K | 0.00% | +1,614+66.3% | Added |
| Center for Financial Planning, Inc. | 4,077 | $17.9K | 0.00% | +4,077 | New |
| STRS Ohio | 4,092 | $17.9K | 0.00% | +340+9.1% | Added |
| GAMMA Investing LLC | 5,142 | $22.5K | 0.00% | −265−4.9% | Reduced |
| Essential Partners LLC | 6,064 | $26.6K | 0.01% | +5,394+805.1% | Added |
| Nisa Investment Advisors, LLC | 6,072 | $27.2K | 0.00% | −23,000−79.1% | Reduced |
| Allworth Financial LP | 6,765 | $29.6K | 0.00% | +2,602+62.5% | Added |
| Quarry LP | 6,879 | $30.1K | 0.00% | −9,046−56.8% | Reduced |
| Farther Finance Advisors, LLC | 8,596 | $37.6K | 0.00% | +8,027+1,410.7% | Added |
| Amalgamated Bank | 8,960 | $39.0K | 0.00% | +2,681+42.7% | Added |
| Sterling Capital Management LLC | 9,118 | $39.9K | 0.00% | +471+5.4% | Added |
| Quent Capital, LLC | 10,084 | $44.2K | 0.00% | −173−1.7% | Reduced |
| Inscription Capital, LLC | 10,237 | $44.8K | 0.00% | +10,237 | New |
| Xponance, Inc. | 10,506 | $46.0K | 0.00% | +10,506 | New |
| The PNC Financial Services Group, Inc. | 10,593 | $46.4K | 0.00% | −9,531−47.4% | Reduced |
| Parcion Private Wealth LLC | 10,809 | $47.3K | 0.00% | +10,809 | New |
| EverSource Wealth Advisors, LLC | 11,309 | $49.5K | 0.00% | +6,574+138.8% | Added |
| Transcend Wealth Collective, LLC | 11,335 | $49.6K | 0.00% | +11,335 | New |
| LJI Wealth Management, LLC | 11,500 | $50.4K | 0.01% | −400−3.4% | Reduced |
| Raymond James Financial Inc | 11,637 | $51.0K | 0.00% | +11,637 | New |
| Versant Capital Management, Inc | 11,725 | $51.4K | 0.01% | +1,025+9.6% | Added |
| Signaturefd, LLC | 11,753 | $51.5K | 0.00% | +1,161+11.0% | Added |
| GWM Advisors LLC | 12,075 | $52.9K | 0.00% | +11,795+4,212.5% | Added |
| Kera Capital Partners, Inc. | 10,785 | $53.0K | 0.01% | +10,785 | New |
| Evolve Private Wealth, LLC | 11,869 | $53.3K | 0.00% | +11,869 | New |
| Caitong International Asset Management Co., Ltd | 12,191 | $53.4K | 0.01% | +11,461+1,570.0% | Added |
| Kestra Advisory Services, LLC | 12,475 | $54.6K | 0.00% | −2,939−19.1% | Reduced |
| Stifel Financial Corp | 12,609 | $55.2K | 0.00% | +12,609 | New |
| We Are One Seven, LLC | 12,992 | $56.9K | 0.00% | +1,333+11.4% | Added |
| Voya Investment Management LLC | 13,064 | $57.2K | 0.00% | −405−3.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 13,262 | $58.1K | 0.00% | +13,262 | New |
| Mount Yale Investment Advisors, LLC | 13,262 | $58.2K | 0.00% | +13,262 | New |
| Integrated Wealth Concepts LLC | 13,433 | $58.8K | 0.00% | +13,433 | New |
| Commonwealth Equity Services, LLC | 13,818 | $60.5K | 0.00% | −3,548−20.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,820 | $60.5K | 0.00% | +1,514+12.3% | Added |
| Commerce Bank | 14,301 | $62.6K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 14,934 | $65.4K | 0.00% | +1,379+10.2% | Added |
| NorthCrest Asset Manangement, LLC | 14,951 | $66.5K | 0.00% | +14,951 | New |
| SkyOak Wealth, LLC | 15,229 | $66.7K | 0.01% | +5,102+50.4% | Added |
| Global Retirement Partners, LLC | 15,317 | $67.1K | 0.00% | +317+2.1% | Added |
| Voleon Capital Management LP | 15,322 | $67.1K | 0.00% | +15,322 | New |
| Cherokee Insurance Co | 16,000 | $70.1K | 0.03% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 16,326 | $71.5K | 0.18% | +16,326 | New |
| Sanctuary Advisors, LLC | 16,404 | $71.8K | 0.00% | +5,156+45.8% | Added |
| Fidelis Capital Partners, LLC | 16,424 | $71.9K | 0.01% | +169+1.0% | Added |
| Fortem Financial Group, LLC | 16,685 | $73.1K | 0.02% | +3,800+29.5% | Added |