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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 166,688 | $730.1K | 0.01% | +166,688 | New |
| 180 Wealth Advisors, LLC | 159,073 | $696.7K | 0.08% | +45,829+40.5% | Added |
| Mount Lucas Management LP | 155,500 | $681.1K | 0.30% | −6,500−4.0% | Reduced |
| Nomura Holdings Inc | 155,111 | $679.4K | 0.00% | +155,111 | New |
| Lighthouse Investment Partners, LLC | 151,617 | $664.1K | 0.02% | +151,617 | New |
| Cetera Investment Advisers | 150,834 | $660.7K | 0.00% | +159+0.1% | Added |
| Worldquant Millennium Advisors LLC | 147,138 | $644.5K | 0.00% | +45,690+45.0% | Added |
| Picton Mahoney Asset Management | 139,767 | $612.2K | 0.01% | +139,767 | New |
| Mitsubishi UFJ Trust & Banking Corp | 127,057 | $556.5K | 0.00% | +127,057 | New |
| Mercer Global Advisors Inc | 126,251 | $553.0K | 0.00% | +55,437+78.3% | Added |
| Formula Growth Ltd | 125,000 | $547.5K | 0.21% | +125,000 | New |
| Rhumbline Advisers | 122,763 | $537.7K | 0.00% | +7,183+6.2% | Added |
| LPL Financial LLC | 116,873 | $511.9K | 0.00% | −97,147−45.4% | Reduced |
| Summit Trail Advisors, LLC | 114,457 | $510.8K | 0.01% | +30,072+35.6% | Added |
| CI Private Wealth, LLC | 103,471 | $453.2K | 0.00% | +74,565+258.0% | Added |
| PharVision Advisers, LLC | 101,932 | $446.5K | 0.23% | +101,932 | New |
| Squarepoint Ops LLC | 98,585 | $431.8K | 0.00% | −390,331−79.8% | Reduced |
| Oakum Bay Capital LLC | 95,100 | $416.5K | 0.22% | +95,100 | New |
| Gsa Capital Partners LLP | 85,027 | $372.0K | 0.03% | −100,599−54.2% | Reduced |
| Winton Group Ltd | 84,200 | $368.8K | 0.01% | +84,200 | New |
| Handelsbanken Fonder AB | 83,400 | $365.0K | 0.00% | +67,100+411.7% | Added |
| Janus Henderson Group PLC | 81,913 | $358.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 78,306 | $343.0K | 0.00% | +10,855+16.1% | Added |
| Cerity Partners LLC | 77,479 | $339.4K | 0.00% | +52,169+206.1% | Added |
| Salzhauer Michael | 77,244 | $338.3K | 0.15% | +77,244 | New |
| Prospera Financial Services Inc | 77,136 | $337.9K | 0.01% | +77,136 | New |
| DRW Securities, LLC | 77,063 | $337.5K | 0.03% | +50,541+190.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 76,626 | $335.6K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 75,483 | $330.6K | 0.21% | +75,483 | New |
| Treasurer of the State of North Carolina | 71,584 | $314.0K | 0.00% | +1,041+1.5% | Added |
| Vident Advisory, LLC | 70,945 | $310.7K | 0.00% | −5,263−6.9% | Reduced |
| State of Wyoming | 69,360 | $303.8K | 0.03% | +54,808+376.6% | Added |
| Russell Investments Group, Ltd. | 68,528 | $300.2K | 0.00% | +6,892+11.2% | Added |
| Royal Bank of Canada | 65,583 | $287.0K | 0.00% | −856,483−92.9% | Reduced |
| Counterpoint Mutual Funds LLC | 64,946 | $284.5K | 0.02% | +64,946 | New |
| JPMorgan Chase & Co | 63,688 | $279.0K | 0.00% | +40,002+168.9% | Added |
| Aquatic Capital Management LLC | 60,584 | $265.4K | 0.01% | +60,584 | New |
| Clayton Partners LLC | 60,000 | $262.8K | 0.19% | +60,000 | New |
| Alamea Verwaltungs GmbH | 51,912 | $254.9K | 0.17% | −2,551−4.7% | Reduced |
| Limestone Investment Advisors LP | – | $253.3K | 0.17% | – | – |
| Dimensional Fund Advisors LP | 55,509 | $243.1K | 0.00% | +2,329+4.4% | Added |
| Arizona State Retirement System | 55,426 | $242.8K | 0.00% | +4,765+9.4% | Added |
| Public Employees Retirement System of Ohio | 51,423 | $225.2K | 0.00% | +2,407+4.9% | Added |
| nVerses Capital, LLC | 46,915 | $205.5K | 0.46% | +46,915 | New |
| Y-Intercept (Hong Kong) Ltd | 45,238 | $198.1K | 0.00% | −69,751−60.7% | Reduced |
| Penserra Capital Management LLC | 44,963 | $196.0K | 0.00% | −8,029−15.2% | Reduced |
| Quadrant Capital Group LLC | 43,084 | $192.7K | 0.01% | −334−0.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,889 | $192.2K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 42,400 | $189.3K | 0.00% | +9,200+27.7% | Added |
| Advisor Group Holdings, Inc. | 43,005 | $188.4K | 0.00% | −1,069−2.4% | Reduced |
| JustInvest LLC | 43,001 | $188.3K | 0.00% | +8,065+23.1% | Added |
| US Bancorp | 41,641 | $182.4K | 0.00% | −10,965−20.8% | Reduced |
| HSBC Holdings PLC | 39,891 | $174.3K | 0.00% | −38,160−48.9% | Reduced |
| Schnieders Capital Management, LLC. | 38,400 | $168.2K | 0.03% | −38,650−50.2% | Reduced |
| Wellington Management Group LLP | 38,199 | $167.3K | 0.00% | +38,199 | New |
| Parallel Advisors, LLC | 38,153 | $167.1K | 0.00% | +9,251+32.0% | Added |
| Krilogy Financial LLC | 28,514 | $164.8K | 0.01% | +14,488+103.3% | Added |
| SG Americas Securities, LLC | 37,002 | $162.0K | 0.00% | −48,526−56.7% | Reduced |
| Abel Hall, LLC | 36,312 | $159.0K | 0.04% | +36,312 | New |
| Colony Group, LLC | 35,556 | $156.3K | 0.00% | +35,556 | New |
| Alpine Global Management, LLC | 35,491 | $155.5K | 0.03% | −80,950−69.5% | Reduced |
| New York State Common Retirement Fund | 35,300 | $154.6K | 0.00% | −14,590−29.2% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 34,718 | $152.1K | 0.09% | +643+1.9% | Added |
| SRS Capital Advisors, Inc. | 34,204 | $149.8K | 0.00% | −5,594−14.1% | Reduced |
| Pictet Asset Management Holding SA | 31,338 | $137.3K | 0.00% | +10,287+48.9% | Added |
| Evergreen Capital Management LLC | 30,192 | $134.6K | 0.00% | +4,279+16.5% | Added |
| Third View Private Wealth, LLC | 30,025 | $131.5K | 0.02% | +30,025 | New |
| Pallas Capital Advisors LLC | 29,394 | $128.7K | 0.00% | +9,125+45.0% | Added |
| Vise Technologies, Inc. | 28,922 | $126.7K | 0.00% | −6,812−19.1% | Reduced |
| Voloridge Investment Management, LLC | 28,031 | $122.8K | 0.00% | −117,257−80.7% | Reduced |
| Dynasty Wealth Management, LLC | 27,256 | $119.4K | 0.00% | −23,681−46.5% | Reduced |
| State Board of Administration of Florida Retirement System | 26,720 | $117.0K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 26,481 | $116.0K | 0.00% | +13,621+105.9% | Added |
| Quest Partners LLC | 26,284 | $115.1K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 25,276 | $110.7K | 0.00% | +3,362+15.3% | Added |
| Victory Financial Group, LLC | 24,880 | $109.0K | 0.01% | +24,880 | New |
| Bank of Nova Scotia | 24,385 | $106.8K | 0.00% | +9,971+69.2% | Added |
| Frank, Rimerman Advisors LLC | 24,298 | $106.4K | 0.01% | +24,298 | New |
| Beacon Pointe Advisors, LLC | 22,858 | $100.1K | 0.00% | +22,858 | New |
| Trace Wealth Advisors, LLC | 22,500 | $98.5K | 0.07% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 21,619 | $94.7K | 0.00% | −659,966−96.8% | Reduced |
| Chicago Partners Investment Group LLC | 16,301 | $94.4K | 0.00% | +16,301 | New |
| Buckingham Strategic Partners | 21,308 | $93.3K | 0.00% | +10,478+96.7% | Added |
| Sig Brokerage, LP | 21,072 | $92.3K | 0.03% | +21,072 | New |
| Ameriprise Financial Inc | 20,123 | $89.6K | 0.00% | −8,742−30.3% | Reduced |
| DDFG, Inc | 20,423 | $89.5K | 0.02% | +371+1.9% | Added |
| Tower Research Capital LLC (TRC) | 19,534 | $85.6K | 0.00% | +14,072+257.6% | Added |
| Weiss Asset Management LP | 19,331 | $84.7K | 0.00% | +19,331 | New |
| TCG Advisory Services, LLC | 19,294 | $84.5K | 0.00% | −5,828−23.2% | Reduced |
| RSM US Wealth Management LLC | 19,017 | $84.1K | 0.00% | +2,637+16.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 18,999 | $83.2K | 0.01% | −1,875−9.0% | Reduced |
| Caption Management, LLC | 18,698 | $81.9K | 0.00% | −156,302−89.3% | Reduced |
| Equitable Holdings, Inc. | 18,532 | $81.2K | 0.00% | −5,057−21.4% | Reduced |
| Envestnet Asset Management Inc | 17,757 | $77.8K | 0.00% | −93,715−84.1% | Reduced |
| Wedmont Private Capital | 16,717 | $77.4K | 0.00% | −14,738−46.9% | Reduced |
| HB Wealth Management, LLC | 17,459 | $76.5K | 0.00% | +1,297+8.0% | Added |
| PACK Private Wealth, LLC | 17,022 | $74.6K | 0.03% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 16,685 | $73.1K | 0.02% | +3,800+29.5% | Added |
| Fidelis Capital Partners, LLC | 16,424 | $71.9K | 0.01% | +169+1.0% | Added |
| Sanctuary Advisors, LLC | 16,404 | $71.8K | 0.00% | +5,156+45.8% | Added |