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 |
|---|---|---|---|---|---|
| Sherbrooke Park Advisers LLC | 16,326 | $71.5K | 0.18% | +16,326 | New |
| Cherokee Insurance Co | 16,000 | $70.1K | 0.03% | 00.0% | Unchanged |
| Voleon Capital Management LP | 15,322 | $67.1K | 0.00% | +15,322 | New |
| Global Retirement Partners, LLC | 15,317 | $67.1K | 0.00% | +317+2.1% | Added |
| SkyOak Wealth, LLC | 15,229 | $66.7K | 0.01% | +5,102+50.4% | Added |
| NorthCrest Asset Manangement, LLC | 14,951 | $66.5K | 0.00% | +14,951 | New |
| Deutsche Bank AG | 14,934 | $65.4K | 0.00% | +1,379+10.2% | Added |
| Commerce Bank | 14,301 | $62.6K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 13,820 | $60.5K | 0.00% | +1,514+12.3% | Added |
| Commonwealth Equity Services, LLC | 13,818 | $60.5K | 0.00% | −3,548−20.4% | Reduced |
| Integrated Wealth Concepts LLC | 13,433 | $58.8K | 0.00% | +13,433 | New |
| Mount Yale Investment Advisors, LLC | 13,262 | $58.2K | 0.00% | +13,262 | New |
| Vestmark Advisory Solutions, Inc. | 13,262 | $58.1K | 0.00% | +13,262 | New |
| Voya Investment Management LLC | 13,064 | $57.2K | 0.00% | −405−3.0% | Reduced |
| We Are One Seven, LLC | 12,992 | $56.9K | 0.00% | +1,333+11.4% | Added |
| Stifel Financial Corp | 12,609 | $55.2K | 0.00% | +12,609 | New |
| Kestra Advisory Services, LLC | 12,475 | $54.6K | 0.00% | −2,939−19.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 12,191 | $53.4K | 0.01% | +11,461+1,570.0% | Added |
| Evolve Private Wealth, LLC | 11,869 | $53.3K | 0.00% | +11,869 | New |
| Kera Capital Partners, Inc. | 10,785 | $53.0K | 0.01% | +10,785 | New |
| GWM Advisors LLC | 12,075 | $52.9K | 0.00% | +11,795+4,212.5% | Added |
| Signaturefd, LLC | 11,753 | $51.5K | 0.00% | +1,161+11.0% | Added |
| Versant Capital Management, Inc | 11,725 | $51.4K | 0.01% | +1,025+9.6% | Added |
| Raymond James Financial Inc | 11,637 | $51.0K | 0.00% | +11,637 | New |
| LJI Wealth Management, LLC | 11,500 | $50.4K | 0.01% | −400−3.4% | Reduced |
| Transcend Wealth Collective, LLC | 11,335 | $49.6K | 0.00% | +11,335 | New |
| EverSource Wealth Advisors, LLC | 11,309 | $49.5K | 0.00% | +6,574+138.8% | Added |
| Parcion Private Wealth LLC | 10,809 | $47.3K | 0.00% | +10,809 | New |
| The PNC Financial Services Group, Inc. | 10,593 | $46.4K | 0.00% | −9,531−47.4% | Reduced |
| Xponance, Inc. | 10,506 | $46.0K | 0.00% | +10,506 | New |
| Inscription Capital, LLC | 10,237 | $44.8K | 0.00% | +10,237 | New |
| Quent Capital, LLC | 10,084 | $44.2K | 0.00% | −173−1.7% | Reduced |
| Sterling Capital Management LLC | 9,118 | $39.9K | 0.00% | +471+5.4% | Added |
| Amalgamated Bank | 8,960 | $39.0K | 0.00% | +2,681+42.7% | Added |
| Farther Finance Advisors, LLC | 8,596 | $37.6K | 0.00% | +8,027+1,410.7% | Added |
| Quarry LP | 6,879 | $30.1K | 0.00% | −9,046−56.8% | Reduced |
| Allworth Financial LP | 6,765 | $29.6K | 0.00% | +2,602+62.5% | Added |
| Nisa Investment Advisors, LLC | 6,072 | $27.2K | 0.00% | −23,000−79.1% | Reduced |
| Essential Partners LLC | 6,064 | $26.6K | 0.01% | +5,394+805.1% | Added |
| GAMMA Investing LLC | 5,142 | $22.5K | 0.00% | −265−4.9% | Reduced |
| STRS Ohio | 4,092 | $17.9K | 0.00% | +340+9.1% | Added |
| Center for Financial Planning, Inc. | 4,077 | $17.9K | 0.00% | +4,077 | New |
| Jones Financial Companies LLLP | 4,047 | $17.7K | 0.00% | +1,614+66.3% | Added |
| International Assets Investment Management, LLC | 3,733 | $16.4K | 0.00% | +3,733 | New |
| DV Equities, LLC | 3,100 | $13.6K | 0.00% | +3,100 | New |
| Ancora Advisors, LLC | 2,884 | $12.6K | 0.00% | +2,884 | New |
| Comerica Bank | 2,862 | $12.5K | 0.00% | −5,617−66.2% | Reduced |
| Hantz Financial Services, Inc. | 2,803 | $12.0K | 0.00% | +15+0.5% | Added |
| IFP Advisors, Inc | 2,498 | $10.9K | 0.00% | +2,084+503.4% | Added |
| CoreCap Advisors, LLC | 2,010 | $8.80K | 0.00% | −1,500−42.7% | Reduced |
| Triumph Capital Management | 2,000 | $8.76K | 0.00% | +2,000 | New |
| True Wealth Design, LLC | 1,897 | $8.31K | 0.00% | +1,768+1,370.5% | Added |
| Parkside Financial Bank & Trust | 1,581 | $6.92K | 0.00% | +93+6.3% | Added |
| American National Bank | 1,500 | $6.57K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sunbelt Securities, Inc. | 1,232 | $5.40K | 0.00% | +22+1.8% | Added |
| DHJJ Financial Advisors, Ltd. | 1,149 | $5.03K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,272 | $5.00K | 0.00% | +24+1.9% | Added |
| MAI Capital Management | 1,004 | $4.40K | 0.00% | +374+59.4% | Added |
| 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 |
| Los Angeles Capital Management LLC | 603 | $3.37K | 0.00% | +603 | New |
| Elyxium Wealth, LLC | 599 | $2.62K | 0.00% | +599 | New |
| Smartleaf Asset Management LLC | 581 | $2.57K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 571 | $2.50K | 0.00% | +571 | New |
| Optiver Holding B.V. | 568 | $2.49K | 0.00% | +568 | New |
| MV Capital Management, Inc. | 520 | $2.28K | 0.00% | −42−7.5% | Reduced |
| Cedar Mountain Advisors, LLC | 496 | $2.17K | 0.00% | +9+1.8% | Added |
| SBI Securities Co., Ltd. | 425 | $1.86K | 0.00% | −13−3.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 408 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 303 | $1.78K | 0.00% | +288+1,920.0% | Added |
| Massmutual Trust Co FSB | 406 | $1.78K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 370 | $1.62K | 0.00% | +45+13.8% | Added |
| Northwestern Mutual Wealth Management Co | 356 | $1.56K | 0.00% | +350+5,833.3% | Added |
| SJS Investment Consulting Inc. | 263 | $1.15K | 0.00% | +263 | New |
| Johnson Financial Group, Inc. | 252 | $1.13K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 242 | $1.00K | 0.00% | +209+633.3% | Added |
| Tradewinds Capital Management, LLC | 200 | $876 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 196 | $859 | 0.00% | −535−73.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 174 | $762 | 0.00% | +174 | New |
| Cornerstone Financial Management LLC | 174 | $760 | 0.00% | +174 | New |
| South State Corp. | 118 | $517 | 0.00% | −175−59.7% | Reduced |
| Bogart Wealth, LLC | 118 | $517 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 107 | $469 | 0.00% | +107 | New |
| Larson Financial Group LLC | 82 | $361 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 75 | $328 | 0.00% | +75 | New |
| Ronald Blue Trust, Inc. | 68 | $298 | 0.00% | +29+74.4% | Added |
| Trust Co | 67 | $293 | 0.00% | +67 | New |
| Financial Consulate, Inc | 60 | $263 | 0.00% | +60 | New |
| Golden State Wealth Management, LLC | 24 | $105 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $62 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $44 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 9 | $39 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $19 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 1 | $4 | 0.00% | +1 | New |
| Slate Path Capital LP | 0 | $0 | 0.00% | −4,654,000−100.0% | Sold out |
| Senator Investment Group LP | 0 | $0 | 0.00% | −2,160,000−100.0% | Sold out |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −1,227,139−100.0% | Sold out |