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, Q1 2026
Institutional positions in UWM Holdings Corp as of Mar 31, 2026. 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
- 285
- −5 vs. Q4 2025
- Shares held
- 207.7M
- +12.5M (+6.4%) vs. Q4 2025
- Total value
- $751.0M
- −$105.2M (−12.3%) vs. Q4 2025
- New holders
- 67
- 99 more added
- Sold out
- 72
- 84 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 50 | $0 | 0.00% | −192−79.3% | Reduced |
| TFC Financial Management | 1 | $4 | 0.00% | −13−92.9% | Reduced |
| Larson Financial Group LLC | 3 | $10 | 0.00% | −79−96.3% | Reduced |
| Versant Capital Management, Inc | 4 | $14 | 0.00% | −11,721−100.0% | Reduced |
| Dunhill Financial, LLC | 4 | $15 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $37 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 50 | $181 | 0.00% | +50 | New |
| Umb Bank N A | 58 | $210 | 0.00% | +58 | New |
| Gill Capital Partners, LLC | 66 | $239 | 0.00% | +66 | New |
| Trust Co | 67 | $243 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 78 | $283 | 0.00% | +78 | New |
| MV Capital Management, Inc. | 94 | $341 | 0.00% | −426−81.9% | Reduced |
| Torren Management, LLC | 107 | $387 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 118 | $427 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 130 | $471 | 0.00% | +130 | New |
| True Wealth Design, LLC | 160 | $580 | 0.00% | −1,737−91.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 174 | $630 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $724 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 234 | $847 | 0.00% | +234 | New |
| GWM Advisors LLC | 280 | $1.01K | 0.00% | −11,795−97.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 408 | $1.48K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 581 | $2.02K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 603 | $2.18K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 616 | $2.23K | 0.00% | −836,610−99.9% | Reduced |
| Parkside Financial Bank & Trust | 677 | $2.45K | 0.00% | −904−57.2% | Reduced |
| Lloyd Advisory Services, LLC. | 867 | $3.14K | 0.00% | +867 | New |
| Kingdom Financial Group LLC. | 867 | $3.14K | 0.00% | +867 | New |
| Rockefeller Capital Management L.P. | 894 | $3.24K | 0.00% | +894 | New |
| SBI Securities Co., Ltd. | 964 | $3.49K | 0.00% | +539+126.8% | Added |
| Spire Wealth Management | 1,000 | $3.62K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1,000 | $3.62K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,299 | $4.00K | 0.00% | +27+2.1% | Added |
| DHJJ Financial Advisors, Ltd. | 1,149 | $4.16K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,209 | $4.38K | 0.00% | −3,933−76.5% | Reduced |
| Sunbelt Securities, Inc. | 1,259 | $4.56K | 0.00% | +27+2.2% | Added |
| ZRC Wealth Management, LLC | 1,288 | $4.66K | 0.00% | +1,288 | New |
| Cedar Mountain Advisors, LLC | 1,312 | $4.75K | 0.00% | +816+164.5% | Added |
| Coston, McIsaac & Partners | 1,502 | $5.00K | 0.00% | +32+2.2% | Added |
| Quadrant Capital Group LLC | 1,527 | $5.53K | 0.00% | −41,557−96.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,668 | $6.00K | 0.00% | +1,668 | New |
| JCSD Capital, LLC | 1,799 | $6.51K | 0.01% | −214,000−99.2% | Reduced |
| CoreCap Advisors, LLC | 2,010 | $7.28K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 2,000 | $7.44K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,266 | $8.20K | 0.00% | −232−9.3% | Reduced |
| Essential Partners LLC | 3,824 | $13.8K | 0.00% | −2,240−36.9% | Reduced |
| International Assets Investment Management, LLC | 3,814 | $13.9K | 0.00% | +81+2.2% | Added |
| Center for Financial Planning, Inc. | 4,077 | $14.8K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 4,784 | $17.3K | 0.00% | −2,642,458−99.8% | Reduced |
| STRS Ohio | 5,344 | $19.3K | 0.00% | +1,252+30.6% | Added |
| Allworth Financial LP | 5,800 | $21.0K | 0.00% | −965−14.3% | Reduced |
| Hantz Financial Services, Inc. | 5,781 | $21.0K | 0.00% | +2,978+106.2% | Added |
| Geneos Wealth Management Inc. | 6,000 | $21.7K | 0.00% | +6,000 | New |
| Advisory Services Network, LLC | 6,230 | $22.6K | 0.00% | +6,230 | New |
| Sterling Capital Management LLC | 6,798 | $24.6K | 0.00% | −2,320−25.4% | Reduced |
| Tower Research Capital LLC (TRC) | 6,928 | $25.1K | 0.00% | −12,606−64.5% | Reduced |
| Quent Capital, LLC | 6,969 | $25.2K | 0.00% | −3,115−30.9% | Reduced |
| MAI Capital Management | 7,529 | $27.3K | 0.00% | +6,525+649.9% | Added |
| Jones Financial Companies LLLP | 7,974 | $27.3K | 0.00% | +3,927+97.0% | Added |
| Signaturefd, LLC | 7,914 | $28.6K | 0.00% | −3,839−32.7% | Reduced |
| Rothschild Investment LLC | 8,362 | $30.3K | 0.00% | +7,992+2,160.0% | Added |
| Farther Finance Advisors, LLC | 8,932 | $32.5K | 0.00% | +336+3.9% | Added |
| Amalgamated Bank | 10,016 | $36.0K | 0.00% | +1,056+11.8% | Added |
| The PNC Financial Services Group, Inc. | 10,176 | $36.8K | 0.00% | −417−3.9% | Reduced |
| Evergreen Capital Management LLC | 10,289 | $37.9K | 0.00% | −19,903−65.9% | Reduced |
| NewEdge Wealth, LLC | 10,813 | $39.1K | 0.00% | +10,813 | New |
| Snowden Capital Advisors LLC | 10,651 | $39.7K | 0.00% | +10,651 | New |
| 111 Capital | 11,131 | $40.3K | 0.01% | +11,131 | New |
| Eventide Asset Management, LLC | 11,663 | $40.5K | 0.00% | +11,663 | New |
| Sanctuary Advisors, LLC | 11,234 | $40.7K | 0.00% | −5,170−31.5% | Reduced |
| Chicago Partners Investment Group LLC | 11,139 | $41.0K | 0.00% | −5,162−31.7% | Reduced |
| Fifth Third Bancorp | 11,422 | $41.3K | 0.00% | +11,422 | New |
| LJI Wealth Management, LLC | 11,500 | $41.6K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,545 | $41.8K | 0.00% | +210+1.9% | Added |
| Utah Retirement Systems | 11,866 | $43.0K | 0.00% | +11,866 | New |
| EverSource Wealth Advisors, LLC | 12,164 | $44.0K | 0.00% | +855+7.6% | Added |
| Kestra Advisory Services, LLC | 12,390 | $44.9K | 0.00% | −85−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 12,129 | $45.1K | 0.00% | +6,057+99.8% | Added |
| Bull Harbor Capital LLC | 12,524 | $45.3K | 0.01% | +12,524 | New |
| Evolve Private Wealth, LLC | 13,247 | $48.0K | 0.00% | +1,378+11.6% | Added |
| Vestmark Advisory Solutions, Inc. | 13,261 | $48.0K | 0.00% | −10.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,365 | $49.7K | 0.00% | +103+0.8% | Added |
| Commerce Bank | 14,301 | $51.8K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,901 | $53.9K | 0.00% | −7,957−34.8% | Reduced |
| Deutsche Bank AG | 14,934 | $54.1K | 0.00% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 14,985 | $54.2K | 0.01% | −1,700−10.2% | Reduced |
| Waddell & Associates, LLC | 14,989 | $54.3K | 0.00% | +14,989 | New |
| Federation des caisses Desjardins du Quebec | 14,993 | $54.3K | 0.00% | +1,173+8.5% | Added |
| Xponance, Inc. | 15,117 | $54.7K | 0.00% | +4,611+43.9% | Added |
| Integrated Wealth Concepts LLC | 15,225 | $55.1K | 0.00% | +1,792+13.3% | Added |
| SkyOak Wealth, LLC | 15,427 | $55.8K | 0.01% | +198+1.3% | Added |
| SummitTX Capital, L.P. | 15,475 | $56.0K | 0.00% | +15,475 | New |
| Krilogy Financial LLC | 15,059 | $56.5K | 0.00% | −13,455−47.2% | Reduced |
| We Are One Seven, LLC | 16,633 | $60.2K | 0.00% | +3,641+28.0% | Added |
| JPMorgan Chase & Co | 17,431 | $60.5K | 0.00% | −46,257−72.6% | Reduced |
| Voya Investment Management LLC | 16,817 | $60.9K | 0.00% | +3,753+28.7% | Added |
| Sage Investment Counsel LLC | 17,000 | $61.5K | 0.07% | +17,000 | New |
| PACK Private Wealth, LLC | 17,022 | $61.6K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 17,711 | $64.1K | 0.01% | +17,711 | New |
| SRS Capital Advisors, Inc. | 18,208 | $65.8K | 0.00% | −15,996−46.8% | Reduced |
| Aigen Investment Management, LP | 18,478 | $66.9K | 0.02% | +18,478 | New |