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 |
|---|---|---|---|---|---|
| Fortem Financial Group, LLC | 14,985 | $54.2K | 0.01% | −1,700−10.2% | Reduced |
| Deutsche Bank AG | 14,934 | $54.1K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,901 | $53.9K | 0.00% | −7,957−34.8% | Reduced |
| Commerce Bank | 14,301 | $51.8K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 13,365 | $49.7K | 0.00% | +103+0.8% | Added |
| Vestmark Advisory Solutions, Inc. | 13,261 | $48.0K | 0.00% | −10.0% | Reduced |
| Evolve Private Wealth, LLC | 13,247 | $48.0K | 0.00% | +1,378+11.6% | Added |
| Bull Harbor Capital LLC | 12,524 | $45.3K | 0.01% | +12,524 | New |
| Nisa Investment Advisors, LLC | 12,129 | $45.1K | 0.00% | +6,057+99.8% | Added |
| Kestra Advisory Services, LLC | 12,390 | $44.9K | 0.00% | −85−0.7% | Reduced |
| EverSource Wealth Advisors, LLC | 12,164 | $44.0K | 0.00% | +855+7.6% | Added |
| Utah Retirement Systems | 11,866 | $43.0K | 0.00% | +11,866 | New |
| Transcend Wealth Collective, LLC | 11,545 | $41.8K | 0.00% | +210+1.9% | Added |
| LJI Wealth Management, LLC | 11,500 | $41.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 11,422 | $41.3K | 0.00% | +11,422 | New |
| Chicago Partners Investment Group LLC | 11,139 | $41.0K | 0.00% | −5,162−31.7% | Reduced |
| Sanctuary Advisors, LLC | 11,234 | $40.7K | 0.00% | −5,170−31.5% | Reduced |
| Eventide Asset Management, LLC | 11,663 | $40.5K | 0.00% | +11,663 | New |
| 111 Capital | 11,131 | $40.3K | 0.01% | +11,131 | New |
| Snowden Capital Advisors LLC | 10,651 | $39.7K | 0.00% | +10,651 | New |
| NewEdge Wealth, LLC | 10,813 | $39.1K | 0.00% | +10,813 | New |
| Evergreen Capital Management LLC | 10,289 | $37.9K | 0.00% | −19,903−65.9% | Reduced |
| The PNC Financial Services Group, Inc. | 10,176 | $36.8K | 0.00% | −417−3.9% | Reduced |
| Amalgamated Bank | 10,016 | $36.0K | 0.00% | +1,056+11.8% | Added |
| Farther Finance Advisors, LLC | 8,932 | $32.5K | 0.00% | +336+3.9% | Added |
| Rothschild Investment LLC | 8,362 | $30.3K | 0.00% | +7,992+2,160.0% | Added |
| Signaturefd, LLC | 7,914 | $28.6K | 0.00% | −3,839−32.7% | Reduced |
| Jones Financial Companies LLLP | 7,974 | $27.3K | 0.00% | +3,927+97.0% | Added |
| MAI Capital Management | 7,529 | $27.3K | 0.00% | +6,525+649.9% | Added |
| Quent Capital, LLC | 6,969 | $25.2K | 0.00% | −3,115−30.9% | Reduced |
| Tower Research Capital LLC (TRC) | 6,928 | $25.1K | 0.00% | −12,606−64.5% | Reduced |
| Sterling Capital Management LLC | 6,798 | $24.6K | 0.00% | −2,320−25.4% | Reduced |
| Advisory Services Network, LLC | 6,230 | $22.6K | 0.00% | +6,230 | New |
| Geneos Wealth Management Inc. | 6,000 | $21.7K | 0.00% | +6,000 | New |
| Hantz Financial Services, Inc. | 5,781 | $21.0K | 0.00% | +2,978+106.2% | Added |
| Allworth Financial LP | 5,800 | $21.0K | 0.00% | −965−14.3% | Reduced |
| STRS Ohio | 5,344 | $19.3K | 0.00% | +1,252+30.6% | Added |
| MetLife Investment Management | 4,784 | $17.3K | 0.00% | −2,642,458−99.8% | Reduced |
| Center for Financial Planning, Inc. | 4,077 | $14.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,814 | $13.9K | 0.00% | +81+2.2% | Added |
| Essential Partners LLC | 3,824 | $13.8K | 0.00% | −2,240−36.9% | Reduced |
| IFP Advisors, Inc | 2,266 | $8.20K | 0.00% | −232−9.3% | Reduced |
| Triumph Capital Management | 2,000 | $7.44K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,010 | $7.28K | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 1,799 | $6.51K | 0.01% | −214,000−99.2% | Reduced |
| Capital Advisors, Ltd. LLC | 1,668 | $6.00K | 0.00% | +1,668 | New |
| Quadrant Capital Group LLC | 1,527 | $5.53K | 0.00% | −41,557−96.5% | Reduced |
| Coston, McIsaac & Partners | 1,502 | $5.00K | 0.00% | +32+2.2% | Added |
| Cedar Mountain Advisors, LLC | 1,312 | $4.75K | 0.00% | +816+164.5% | Added |
| ZRC Wealth Management, LLC | 1,288 | $4.66K | 0.00% | +1,288 | New |
| Sunbelt Securities, Inc. | 1,259 | $4.56K | 0.00% | +27+2.2% | Added |
| GAMMA Investing LLC | 1,209 | $4.38K | 0.00% | −3,933−76.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,149 | $4.16K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,299 | $4.00K | 0.00% | +27+2.1% | 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 |
| SBI Securities Co., Ltd. | 964 | $3.49K | 0.00% | +539+126.8% | Added |
| Rockefeller Capital Management L.P. | 894 | $3.24K | 0.00% | +894 | New |
| Lloyd Advisory Services, LLC. | 867 | $3.14K | 0.00% | +867 | New |
| Kingdom Financial Group LLC. | 867 | $3.14K | 0.00% | +867 | New |
| Parkside Financial Bank & Trust | 677 | $2.45K | 0.00% | −904−57.2% | Reduced |
| Walleye Capital LLC | 616 | $2.23K | 0.00% | −836,610−99.9% | Reduced |
| Los Angeles Capital Management LLC | 603 | $2.18K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 581 | $2.02K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 408 | $1.48K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 280 | $1.01K | 0.00% | −11,795−97.7% | Reduced |
| Bare Financial Services, Inc | 234 | $847 | 0.00% | +234 | New |
| Tradewinds Capital Management, LLC | 200 | $724 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 174 | $630 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 160 | $580 | 0.00% | −1,737−91.6% | Reduced |
| JPL Wealth Management, LLC | 130 | $471 | 0.00% | +130 | New |
| Bogart Wealth, LLC | 118 | $427 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 107 | $387 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $341 | 0.00% | −426−81.9% | Reduced |
| Kilter Group LLC | 78 | $283 | 0.00% | +78 | New |
| Trust Co | 67 | $243 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 66 | $239 | 0.00% | +66 | New |
| Umb Bank N A | 58 | $210 | 0.00% | +58 | New |
| Owl Creek Wealth Partners LLC | 50 | $181 | 0.00% | +50 | New |
| Delos Wealth Advisors, LLC | 10 | $37 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $15 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $14 | 0.00% | −11,721−100.0% | Reduced |
| Larson Financial Group LLC | 3 | $10 | 0.00% | −79−96.3% | Reduced |
| TFC Financial Management | 1 | $4 | 0.00% | −13−92.9% | Reduced |
| Covestor Ltd | 50 | $0 | 0.00% | −192−79.3% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −406−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −11,296,053−100.0% | Sold out |
| Brandes Investment Partners, LP | 0 | $0 | 0.00% | −10,471,859−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −7,050,518−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,100,000−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −2,251,999−100.0% | Sold out |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −2,204,100−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −1,826,189−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −1,700,450−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,314,225−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −1,300,146−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −1,181,999−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,166,753−100.0% | Sold out |