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, Q2 2026
Institutional positions in UWM Holdings Corp as of Jun 30, 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
- 293
- +13 vs. Q1 2026
- Shares held
- 273.0M
- +65.6M (+31.6%) vs. Q1 2026
- Total value
- $601.5M
- −$148.1M (−19.8%) vs. Q1 2026
- New holders
- 74
- 137 more added
- Sold out
- 61
- 54 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding UWM Holdings Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 159 | $0 | 0.00% | +109+218.0% | Added |
| Brandes Investment Partners, LP | 10,471,859 | $0 | 0.00% | +10,471,859 | New |
| DecisionPoint Financial, LLC | 1 | $3 | 0.00% | +1 | New |
| LRI Investments, LLC | 2 | $5 | 0.00% | +2 | New |
| Larson Financial Group LLC | 3 | $7 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 3 | $7 | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $7 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $10 | 0.00% | +4 | New |
| Creative Capital Management Investments LLC | 8 | $18 | 0.00% | +8 | New |
| Delos Wealth Advisors, LLC | 10 | $23 | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 16 | $37 | 0.00% | −600−97.4% | Reduced |
| Parkside Financial Bank & Trust | 66 | $152 | 0.00% | −611−90.3% | Reduced |
| Trust Co | 67 | $153 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 78 | $179 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 76 | $181 | 0.00% | +76 | New |
| Torren Management, LLC | 107 | $245 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 118 | $270 | 0.00% | +118 | New |
| TD Private Client Wealth LLC | 122 | $279 | 0.00% | +122 | New |
| JPL Wealth Management, LLC | 130 | $298 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 131 | $313 | 0.00% | −11,998−98.9% | Reduced |
| Umb Bank N A | 140 | $321 | 0.00% | +82+141.4% | Added |
| MV Capital Management, Inc. | 165 | $378 | 0.00% | +71+75.5% | Added |
| Tradewinds Capital Management, LLC | 200 | $458 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 242 | $554 | 0.00% | +242 | New |
| GWM Advisors LLC | 280 | $641 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 408 | $934 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 419 | $960 | 0.00% | +419 | New |
| Avion Wealth | 454 | $1.00K | 0.00% | +454 | New |
| Action Point Financial Planning, LLC | 467 | $1.07K | 0.00% | +467 | New |
| Smartleaf Asset Management LLC | 581 | $1.22K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 609 | $1.40K | 0.00% | +609 | New |
| Fortitude Family Office, LLC | 781 | $1.79K | 0.00% | +781 | New |
| Pinnacle Wealth Planning Services, Inc. | 843 | $1.93K | 0.00% | +669+384.5% | Added |
| Kingdom Financial Group LLC. | 867 | $1.99K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 977 | $2.24K | 0.00% | −10,445−91.4% | Reduced |
| Atlantic Private Wealth, LLC | 1,000 | $2.29K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,070 | $2.45K | 0.00% | +70+7.0% | Added |
| DHJJ Financial Advisors, Ltd. | 1,149 | $2.63K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,191 | $2.73K | 0.00% | −1,075−47.4% | Reduced |
| Coston, McIsaac & Partners | 1,502 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1,325 | $3.04K | 0.00% | +13+1.0% | Added |
| ZRC Wealth Management, LLC | 1,355 | $3.10K | 0.00% | +67+5.2% | Added |
| US Bancorp | 1,391 | $3.19K | 0.00% | −38,450−96.5% | Reduced |
| GAMMA Investing LLC | 1,391 | $3.19K | 0.00% | +182+15.1% | Added |
| Bogart Wealth, LLC | 1,590 | $3.64K | 0.00% | +1,472+1,247.5% | Added |
| Huntington National Bank | 1,880 | $4.31K | 0.00% | +1,880 | New |
| Triumph Capital Management | 2,000 | $4.58K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,136 | $4.89K | 0.00% | −1,941−47.6% | Reduced |
| Essential Partners LLC | 2,279 | $5.22K | 0.00% | −1,545−40.4% | Reduced |
| Farther Finance Advisors, LLC | 2,985 | $6.83K | 0.00% | −5,947−66.6% | Reduced |
| Premier Financial Group | 3,000 | $6.87K | 0.00% | +3,000 | New |
| Northwestern Mutual Wealth Management Co | 3,040 | $6.96K | 0.00% | +3,040 | New |
| SBI Securities Co., Ltd. | 3,419 | $7.83K | 0.00% | +2,455+254.7% | Added |
| Zions Bancorporation, National Association | 4,954 | $11.3K | 0.00% | +4,954 | New |
| MetLife Investment Management | 5,569 | $12.8K | 0.00% | +785+16.4% | Added |
| Rockefeller Capital Management L.P. | 5,593 | $12.8K | 0.00% | +4,699+525.6% | Added |
| Quent Capital, LLC | 5,753 | $13.2K | 0.00% | −1,216−17.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,645 | $15.2K | 0.00% | −5,519−45.4% | Reduced |
| Allworth Financial LP | 6,729 | $15.4K | 0.00% | +929+16.0% | Added |
| Hantz Financial Services, Inc. | 7,641 | $17.0K | 0.00% | +1,860+32.2% | Added |
| Sterling Capital Management LLC | 7,722 | $17.7K | 0.00% | +924+13.6% | Added |
| Geneos Wealth Management Inc. | 9,200 | $21.1K | 0.00% | +3,200+53.3% | Added |
| M&T Bank Corp | 10,115 | $23.2K | 0.00% | +10,115 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,152 | $23.2K | 0.00% | +10,152 | New |
| Bull Harbor Capital LLC | 10,551 | $24.2K | 0.00% | −1,973−15.8% | Reduced |
| Parcion Private Wealth LLC | 10,628 | $24.3K | 0.00% | +10,628 | New |
| O'Shaughnessy Asset Management, LLC | 10,666 | $24.4K | 0.00% | +10,666 | New |
| Meeder Advisory Services, Inc. | 10,786 | $24.7K | 0.00% | +10,786 | New |
| MAI Capital Management | 11,087 | $25.8K | 0.00% | +3,558+47.3% | Added |
| LJI Wealth Management, LLC | 11,500 | $26.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,568 | $26.5K | 0.00% | +11,568 | New |
| Vima LLC | 11,851 | $27.1K | 0.03% | +11,851 | New |
| Utah Retirement Systems | 11,866 | $27.2K | 0.00% | 00.0% | Unchanged |
| Alpha Zero LLC | 13,500 | $27.7K | 0.01% | +13,500 | New |
| The PNC Financial Services Group, Inc. | 12,358 | $28.3K | 0.00% | +2,182+21.4% | Added |
| NewEdge Wealth, LLC | 12,813 | $29.3K | 0.00% | +2,000+18.5% | Added |
| Beacon Pointe Advisors, LLC | 12,901 | $29.5K | 0.00% | −2,000−13.4% | Reduced |
| Amalgamated Bank | 13,237 | $30.0K | 0.00% | +3,221+32.2% | Added |
| Kestra Advisory Services, LLC | 12,643 | $30.2K | 0.00% | +253+2.0% | Added |
| Virginia Retirement Systems Et Al | 13,200 | $30.2K | 0.00% | +13,200 | New |
| Secure Asset Management, LLC | 13,236 | $30.3K | 0.00% | +13,236 | New |
| Fortem Financial Group, LLC | 13,485 | $30.9K | 0.01% | −1,500−10.0% | Reduced |
| Mission Financial Group, LLC | 13,604 | $31.2K | 0.03% | +13,604 | New |
| Vestmark Advisory Solutions, Inc. | 13,894 | $31.8K | 0.00% | +633+4.8% | Added |
| Signaturefd, LLC | 14,211 | $32.5K | 0.00% | +6,297+79.6% | Added |
| Mount Yale Investment Advisors, LLC | 13,894 | $33.3K | 0.00% | +529+4.0% | Added |
| Rothschild Investment LLC | 14,798 | $33.9K | 0.00% | +6,436+77.0% | Added |
| Corsair Capital Management, L.P. | 15,000 | $34.4K | 0.00% | −100,000−87.0% | Reduced |
| Excelsior Advisor Network LLC | 15,100 | $34.6K | 0.00% | +15,100 | New |
| Global Retirement Partners, LLC | 15,317 | $35.1K | 0.00% | +15,317 | New |
| R Squared Ltd | 15,500 | $35.5K | 0.02% | +15,500 | New |
| Jones Financial Companies LLLP | 16,516 | $36.0K | 0.00% | +8,542+107.1% | Added |
| BNP Paribas Arbitrage, SA | 15,785 | $36.1K | 0.00% | −2,558,561−99.4% | Reduced |
| Commerce Bank | 16,043 | $36.7K | 0.00% | +1,742+12.2% | Added |
| Brighton Jones LLC | 16,560 | $37.9K | 0.00% | −2,058−11.1% | Reduced |
| PACK Private Wealth, LLC | 17,022 | $39.0K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 17,077 | $39.1K | 0.00% | +17,077 | New |
| JPMorgan Chase & Co | 19,437 | $40.8K | 0.00% | +2,006+11.5% | Added |
| Sagewood Asset Management LP | 18,004 | $41.2K | 0.01% | +18,004 | New |
| ClearAlpha Technologies LP | 18,259 | $41.8K | 0.07% | +18,259 | New |