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 |
|---|---|---|---|---|---|
| Brighton Jones LLC | 18,618 | $67.4K | 0.00% | +18,618 | New |
| Boothbay Fund Management, LLC | 19,433 | $70.3K | 0.00% | −2,186−10.1% | Reduced |
| DDFG, Inc | 20,861 | $75.5K | 0.02% | +438+2.1% | Added |
| Sig Brokerage, LP | 21,072 | $76.3K | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 21,238 | $76.9K | 0.00% | −155,267−88.0% | Reduced |
| Caption Management, LLC | 21,500 | $77.8K | 0.00% | +2,802+15.0% | Added |
| State of Wyoming | 21,786 | $78.9K | 0.01% | −47,574−68.6% | Reduced |
| Dynasty Wealth Management, LLC | 22,458 | $81.3K | 0.00% | −4,798−17.6% | Reduced |
| Trace Wealth Advisors, LLC | 22,500 | $81.5K | 0.06% | 00.0% | Unchanged |
| Wedmont Private Capital | 21,606 | $84.5K | 0.00% | +4,889+29.2% | Added |
| Keybank National Association | 23,629 | $85.5K | 0.00% | +23,629 | New |
| Numerai GP LLC | 23,940 | $86.7K | 0.01% | +23,940 | New |
| Frec Markets, Inc. | 24,059 | $87.1K | 0.01% | +24,059 | New |
| Raymond James Financial Inc | 24,240 | $87.8K | 0.00% | +12,603+108.3% | Added |
| Parallel Advisors, LLC | 24,617 | $89.1K | 0.00% | −13,536−35.5% | Reduced |
| TIG Advisors, LLC | 25,000 | $90.5K | 0.00% | +25,000 | New |
| DnB Asset Management AS | 25,422 | $92.0K | 0.00% | +25,422 | New |
| Victory Financial Group, LLC | 25,453 | $92.1K | 0.01% | +573+2.3% | Added |
| Envestnet Asset Management Inc | 25,652 | $92.9K | 0.00% | +7,895+44.5% | Added |
| CWA Asset Management Group, LLC | 26,330 | $95.3K | 0.00% | +26,330 | New |
| State Board of Administration of Florida Retirement System | 26,720 | $96.7K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 26,778 | $96.9K | 0.00% | +26,778 | New |
| HB Wealth Management, LLC | 28,068 | $101.6K | 0.00% | +10,609+60.8% | Added |
| Third View Private Wealth, LLC | 30,025 | $108.7K | 0.01% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 30,619 | $110.8K | 1.12% | −71,313−70.0% | Reduced |
| AlphaGrep UK Ltd | 30,718 | $111.2K | 0.03% | +30,718 | New |
| Sequoia Financial Advisors, LLC | 31,152 | $112.8K | 0.00% | +31,152 | New |
| Pictet Asset Management Holding SA | 31,338 | $113.4K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 32,616 | $118.1K | 0.00% | −2,940−8.3% | Reduced |
| HighTower Advisors, LLC | 33,750 | $122.2K | 0.00% | +33,750 | New |
| Captrust Financial Advisors | 34,549 | $125.0K | 0.00% | −141,474−80.4% | Reduced |
| Vise Technologies, Inc. | 28,922 | $126.7K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 35,300 | $127.8K | 0.00% | 00.0% | Unchanged |
| Taylor & Morgan Wealth Management, LLC | 35,466 | $128.4K | 0.07% | +748+2.2% | Added |
| JustInvest LLC | 35,552 | $128.7K | 0.00% | −7,449−17.3% | Reduced |
| Wellington Management Group LLP | 38,199 | $138.3K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 38,875 | $140.7K | 0.01% | −180,438−82.3% | Reduced |
| US Bancorp | 39,841 | $144.2K | 0.00% | −1,800−4.3% | Reduced |
| Schnieders Capital Management, LLC. | 40,800 | $147.7K | 0.02% | +2,400+6.3% | Added |
| Cherokee Insurance Co | 41,000 | $148.4K | 0.06% | +25,000+156.3% | Added |
| Russell Investments Group, Ltd. | 42,314 | $153.2K | 0.00% | −26,214−38.3% | Reduced |
| KLP Kapitalforvaltning AS | 42,400 | $157.1K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 44,297 | $160.4K | 0.00% | +44,297 | New |
| Equitable Holdings, Inc. | 37,212 | $163.0K | 0.00% | +18,680+100.8% | Added |
| Penserra Capital Management LLC | 45,871 | $166.0K | 0.00% | +908+2.0% | Added |
| CI Private Wealth, LLC | 46,286 | $167.6K | 0.00% | −57,185−55.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 50,762 | $183.8K | 0.00% | +6,873+15.7% | Added |
| Manufacturers Life Insurance Company, The | 50,829 | $184.0K | 0.00% | +50,829 | New |
| Scientech Research LLC | 51,981 | $188.2K | 0.16% | −23,502−31.1% | Reduced |
| Centiva Capital, LP | 53,071 | $192.1K | 0.01% | +53,071 | New |
| Optimist Retirement Group LLC | 53,698 | $194.4K | 0.09% | +53,698 | New |
| Vident Advisory, LLC | 53,840 | $194.9K | 0.00% | −17,105−24.1% | Reduced |
| nVerses Capital, LLC | 54,702 | $198.0K | 0.18% | +7,787+16.6% | Added |
| Arizona State Retirement System | 54,822 | $198.5K | 0.00% | −604−1.1% | Reduced |
| Royal Bank of Canada | 54,895 | $199.0K | 0.00% | −10,688−16.3% | Reduced |
| Jefferies Financial Group Inc. | 55,502 | $200.9K | 0.00% | +55,502 | New |
| Patriot Financial Group Insurance Agency, LLC | 57,684 | $208.8K | 0.01% | +38,685+203.6% | Added |
| Summit Trail Advisors, LLC | 57,964 | $209.8K | 0.00% | −56,493−49.4% | Reduced |
| Harbor Capital Advisors, Inc. | 58,793 | $213.0K | 0.02% | +58,793 | New |
| PEAK6 LLC | 59,258 | $214.5K | 0.01% | +59,258 | New |
| Gsa Capital Partners LLP | 60,089 | $218.0K | 0.01% | −24,938−29.3% | Reduced |
| Public Employees Retirement System of Ohio | 65,035 | $235.4K | 0.00% | +13,612+26.5% | Added |
| Shay Capital LLC | 67,771 | $245.3K | 0.03% | +67,771 | New |
| Alamea Verwaltungs GmbH | 72,147 | $261.2K | 0.19% | +20,235+39.0% | Added |
| Golden State Equity Partners | 72,822 | $263.6K | 0.02% | +72,822 | New |
| Mercer Global Advisors Inc | 72,883 | $263.8K | 0.00% | −53,368−42.3% | Reduced |
| DRW Securities, LLC | 74,122 | $268.3K | 0.01% | −2,941−3.8% | Reduced |
| Advisor Group Holdings, Inc. | 77,125 | $279.2K | 0.00% | +34,120+79.3% | Added |
| IMC-Chicago, LLC | 81,146 | $293.7K | 0.00% | +81,146 | New |
| Janus Henderson Group PLC | 81,913 | $297.8K | 0.00% | 00.0% | Unchanged |
| Salzhauer Michael | 564,388 | $307.6K | 0.14% | +487,144+630.7% | Added |
| Barclays PLC | 87,543 | $316.9K | 0.00% | −398,289−82.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 90,949 | $329.2K | 0.06% | +78,758+646.0% | Added |
| Hunting Hill Global Capital, LLC | 93,288 | $337.7K | 0.40% | +93,288 | New |
| Treasurer of the State of North Carolina | 95,654 | $346.0K | 0.00% | +24,070+33.6% | Added |
| Oakum Bay Capital LLC | 96,100 | $347.9K | 0.19% | +1,000+1.1% | Added |
| LPL Financial LLC | 96,766 | $350.3K | 0.00% | −20,107−17.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 96,889 | $350.7K | 0.00% | +20,263+26.4% | Added |
| Vanguard Global Advisers, LLC | 97,874 | $354.3K | 0.00% | +97,874 | New |
| Interval Partners, LP | 99,255 | $359.3K | 0.01% | +99,255 | New |
| Wealth Enhancement Advisory Services, LLC | 97,853 | $364.0K | 0.00% | −176,600−64.3% | Reduced |
| Brevan Howard Capital Management LP | 101,627 | $367.9K | 0.00% | −101,470−50.0% | Reduced |
| Cerity Partners LLC | 101,729 | $368.3K | 0.00% | +24,250+31.3% | Added |
| Nomura Holdings Inc | 104,656 | $378.9K | 0.00% | −50,455−32.5% | Reduced |
| Prospera Financial Services Inc | 107,071 | $387.6K | 0.01% | +29,935+38.8% | Added |
| Spartan Wealth Advisory Services LLC | 108,171 | $391.6K | 0.03% | +108,171 | New |
| Corsair Capital Management, L.P. | 115,000 | $416.3K | 0.06% | +115,000 | New |
| Price T Rowe Associates Inc | 115,744 | $419.0K | 0.00% | +37,438+47.8% | Added |
| Quantinno Capital Management LP | 119,730 | $433.4K | 0.00% | −490,397−80.4% | Reduced |
| Pinebridge Investments LLC | 124,396 | $450.3K | 0.00% | +124,396 | New |
| Prana Capital Management, LP | 124,927 | $452.2K | 0.01% | −317,724−71.8% | Reduced |
| HSBC Holdings PLC | 128,656 | $457.0K | 0.00% | +88,765+222.5% | Added |
| Worldquant Millennium Advisors LLC | 135,971 | $492.2K | 0.00% | −11,167−7.6% | Reduced |
| Vanguard Asset Management, Ltd | 137,995 | $499.5K | 0.00% | +137,995 | New |
| Simplex Trading, LLC | 138,546 | $501.5K | 0.02% | +138,546 | New |
| Rhumbline Advisers | 139,171 | $503.8K | 0.00% | +16,408+13.4% | Added |
| Handelsbanken Fonder AB | 141,500 | $512.0K | 0.00% | +58,100+69.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 143,000 | $517.7K | 0.09% | +143,000 | New |
| Dimensional Fund Advisors LP | 146,824 | $531.5K | 0.00% | +91,315+164.5% | Added |
| Legal & General Group Plc | 153,396 | $555.3K | 0.00% | −17,561−10.3% | Reduced |