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 |
|---|---|---|---|---|---|
| PACK Private Wealth, LLC | 17,022 | $74.6K | 0.03% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 17,459 | $76.5K | 0.00% | +1,297+8.0% | Added |
| Wedmont Private Capital | 16,717 | $77.4K | 0.00% | −14,738−46.9% | Reduced |
| Envestnet Asset Management Inc | 17,757 | $77.8K | 0.00% | −93,715−84.1% | Reduced |
| Equitable Holdings, Inc. | 18,532 | $81.2K | 0.00% | −5,057−21.4% | Reduced |
| Caption Management, LLC | 18,698 | $81.9K | 0.00% | −156,302−89.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 18,999 | $83.2K | 0.01% | −1,875−9.0% | Reduced |
| RSM US Wealth Management LLC | 19,017 | $84.1K | 0.00% | +2,637+16.1% | Added |
| TCG Advisory Services, LLC | 19,294 | $84.5K | 0.00% | −5,828−23.2% | Reduced |
| Weiss Asset Management LP | 19,331 | $84.7K | 0.00% | +19,331 | New |
| Tower Research Capital LLC (TRC) | 19,534 | $85.6K | 0.00% | +14,072+257.6% | Added |
| DDFG, Inc | 20,423 | $89.5K | 0.02% | +371+1.9% | Added |
| Ameriprise Financial Inc | 20,123 | $89.6K | 0.00% | −8,742−30.3% | Reduced |
| Sig Brokerage, LP | 21,072 | $92.3K | 0.03% | +21,072 | New |
| Buckingham Strategic Partners | 21,308 | $93.3K | 0.00% | +10,478+96.7% | Added |
| Chicago Partners Investment Group LLC | 16,301 | $94.4K | 0.00% | +16,301 | New |
| Boothbay Fund Management, LLC | 21,619 | $94.7K | 0.00% | −659,966−96.8% | Reduced |
| Trace Wealth Advisors, LLC | 22,500 | $98.5K | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 22,858 | $100.1K | 0.00% | +22,858 | New |
| Frank, Rimerman Advisors LLC | 24,298 | $106.4K | 0.01% | +24,298 | New |
| Bank of Nova Scotia | 24,385 | $106.8K | 0.00% | +9,971+69.2% | Added |
| Victory Financial Group, LLC | 24,880 | $109.0K | 0.01% | +24,880 | New |
| Victory Capital Management Inc | 25,276 | $110.7K | 0.00% | +3,362+15.3% | Added |
| Quest Partners LLC | 26,284 | $115.1K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 26,481 | $116.0K | 0.00% | +13,621+105.9% | Added |
| State Board of Administration of Florida Retirement System | 26,720 | $117.0K | 0.00% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 27,256 | $119.4K | 0.00% | −23,681−46.5% | Reduced |
| Voloridge Investment Management, LLC | 28,031 | $122.8K | 0.00% | −117,257−80.7% | Reduced |
| Vise Technologies, Inc. | 28,922 | $126.7K | 0.00% | −6,812−19.1% | Reduced |
| Pallas Capital Advisors LLC | 29,394 | $128.7K | 0.00% | +9,125+45.0% | Added |
| Third View Private Wealth, LLC | 30,025 | $131.5K | 0.02% | +30,025 | New |
| Evergreen Capital Management LLC | 30,192 | $134.6K | 0.00% | +4,279+16.5% | Added |
| Pictet Asset Management Holding SA | 31,338 | $137.3K | 0.00% | +10,287+48.9% | Added |
| SRS Capital Advisors, Inc. | 34,204 | $149.8K | 0.00% | −5,594−14.1% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 34,718 | $152.1K | 0.09% | +643+1.9% | Added |
| New York State Common Retirement Fund | 35,300 | $154.6K | 0.00% | −14,590−29.2% | Reduced |
| Alpine Global Management, LLC | 35,491 | $155.5K | 0.03% | −80,950−69.5% | Reduced |
| Colony Group, LLC | 35,556 | $156.3K | 0.00% | +35,556 | New |
| Abel Hall, LLC | 36,312 | $159.0K | 0.04% | +36,312 | New |
| SG Americas Securities, LLC | 37,002 | $162.0K | 0.00% | −48,526−56.7% | Reduced |
| Krilogy Financial LLC | 28,514 | $164.8K | 0.01% | +14,488+103.3% | Added |
| Parallel Advisors, LLC | 38,153 | $167.1K | 0.00% | +9,251+32.0% | Added |
| Wellington Management Group LLP | 38,199 | $167.3K | 0.00% | +38,199 | New |
| Schnieders Capital Management, LLC. | 38,400 | $168.2K | 0.03% | −38,650−50.2% | Reduced |
| HSBC Holdings PLC | 39,891 | $174.3K | 0.00% | −38,160−48.9% | Reduced |
| US Bancorp | 41,641 | $182.4K | 0.00% | −10,965−20.8% | Reduced |
| JustInvest LLC | 43,001 | $188.3K | 0.00% | +8,065+23.1% | Added |
| Advisor Group Holdings, Inc. | 43,005 | $188.4K | 0.00% | −1,069−2.4% | Reduced |
| KLP Kapitalforvaltning AS | 42,400 | $189.3K | 0.00% | +9,200+27.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,889 | $192.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 43,084 | $192.7K | 0.01% | −334−0.8% | Reduced |
| Penserra Capital Management LLC | 44,963 | $196.0K | 0.00% | −8,029−15.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 45,238 | $198.1K | 0.00% | −69,751−60.7% | Reduced |
| nVerses Capital, LLC | 46,915 | $205.5K | 0.46% | +46,915 | New |
| Public Employees Retirement System of Ohio | 51,423 | $225.2K | 0.00% | +2,407+4.9% | Added |
| Arizona State Retirement System | 55,426 | $242.8K | 0.00% | +4,765+9.4% | Added |
| Dimensional Fund Advisors LP | 55,509 | $243.1K | 0.00% | +2,329+4.4% | Added |
| Limestone Investment Advisors LP | – | $253.3K | 0.17% | – | – |
| Alamea Verwaltungs GmbH | 51,912 | $254.9K | 0.17% | −2,551−4.7% | Reduced |
| Clayton Partners LLC | 60,000 | $262.8K | 0.19% | +60,000 | New |
| Aquatic Capital Management LLC | 60,584 | $265.4K | 0.01% | +60,584 | New |
| JPMorgan Chase & Co | 63,688 | $279.0K | 0.00% | +40,002+168.9% | Added |
| Counterpoint Mutual Funds LLC | 64,946 | $284.5K | 0.02% | +64,946 | New |
| Royal Bank of Canada | 65,583 | $287.0K | 0.00% | −856,483−92.9% | Reduced |
| Russell Investments Group, Ltd. | 68,528 | $300.2K | 0.00% | +6,892+11.2% | Added |
| State of Wyoming | 69,360 | $303.8K | 0.03% | +54,808+376.6% | Added |
| Vident Advisory, LLC | 70,945 | $310.7K | 0.00% | −5,263−6.9% | Reduced |
| Treasurer of the State of North Carolina | 71,584 | $314.0K | 0.00% | +1,041+1.5% | Added |
| Scientech Research LLC | 75,483 | $330.6K | 0.21% | +75,483 | New |
| Police & Firemen's Retirement System of New Jersey | 76,626 | $335.6K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 77,063 | $337.5K | 0.03% | +50,541+190.6% | Added |
| Prospera Financial Services Inc | 77,136 | $337.9K | 0.01% | +77,136 | New |
| Salzhauer Michael | 77,244 | $338.3K | 0.15% | +77,244 | New |
| Cerity Partners LLC | 77,479 | $339.4K | 0.00% | +52,169+206.1% | Added |
| Price T Rowe Associates Inc | 78,306 | $343.0K | 0.00% | +10,855+16.1% | Added |
| Janus Henderson Group PLC | 81,913 | $358.4K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 83,400 | $365.0K | 0.00% | +67,100+411.7% | Added |
| Winton Group Ltd | 84,200 | $368.8K | 0.01% | +84,200 | New |
| Gsa Capital Partners LLP | 85,027 | $372.0K | 0.03% | −100,599−54.2% | Reduced |
| Oakum Bay Capital LLC | 95,100 | $416.5K | 0.22% | +95,100 | New |
| Squarepoint Ops LLC | 98,585 | $431.8K | 0.00% | −390,331−79.8% | Reduced |
| PharVision Advisers, LLC | 101,932 | $446.5K | 0.23% | +101,932 | New |
| CI Private Wealth, LLC | 103,471 | $453.2K | 0.00% | +74,565+258.0% | Added |
| Summit Trail Advisors, LLC | 114,457 | $510.8K | 0.01% | +30,072+35.6% | Added |
| LPL Financial LLC | 116,873 | $511.9K | 0.00% | −97,147−45.4% | Reduced |
| Rhumbline Advisers | 122,763 | $537.7K | 0.00% | +7,183+6.2% | Added |
| Formula Growth Ltd | 125,000 | $547.5K | 0.21% | +125,000 | New |
| Mercer Global Advisors Inc | 126,251 | $553.0K | 0.00% | +55,437+78.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 127,057 | $556.5K | 0.00% | +127,057 | New |
| Picton Mahoney Asset Management | 139,767 | $612.2K | 0.01% | +139,767 | New |
| Worldquant Millennium Advisors LLC | 147,138 | $644.5K | 0.00% | +45,690+45.0% | Added |
| Cetera Investment Advisers | 150,834 | $660.7K | 0.00% | +159+0.1% | Added |
| Lighthouse Investment Partners, LLC | 151,617 | $664.1K | 0.02% | +151,617 | New |
| Nomura Holdings Inc | 155,111 | $679.4K | 0.00% | +155,111 | New |
| Mount Lucas Management LP | 155,500 | $681.1K | 0.30% | −6,500−4.0% | Reduced |
| 180 Wealth Advisors, LLC | 159,073 | $696.7K | 0.08% | +45,829+40.5% | Added |
| Engineers Gate Manager LP | 166,688 | $730.1K | 0.01% | +166,688 | New |
| Legal & General Group Plc | 170,957 | $748.8K | 0.00% | −32,909−16.1% | Reduced |
| Captrust Financial Advisors | 176,023 | $771.0K | 0.00% | +100,041+131.7% | Added |
| SEI Investments Co | 176,505 | $773.1K | 0.00% | +46,333+35.6% | Added |