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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 18,294 | $41.9K | 0.00% | +18,294 | New |
| Dynamic Technology Lab Private Ltd | 18,726 | $43.0K | 0.01% | +18,726 | New |
| Wedmont Private Capital | 20,768 | $43.2K | 0.00% | −838−3.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,071 | $43.7K | 0.00% | +4,078+27.2% | Added |
| Axxcess Wealth Management, LLC | 19,224 | $44.0K | 0.00% | +19,224 | New |
| Balyasny Asset Management LLC | 19,630 | $45.0K | 0.00% | +19,630 | New |
| One68 Global Capital, LLC | 20,000 | $45.8K | 0.10% | +20,000 | New |
| Colony Group, LLC | 20,546 | $47.2K | 0.00% | −12,070−37.0% | Reduced |
| DDFG, Inc | 21,401 | $49.0K | 0.01% | +540+2.6% | Added |
| Basswood Capital Management, L.L.C. | 21,405 | $49.0K | 0.00% | −457,040−95.5% | Reduced |
| Voya Investment Management LLC | 21,696 | $49.7K | 0.00% | +4,879+29.0% | Added |
| Integrated Wealth Concepts LLC | 21,697 | $49.7K | 0.00% | +6,472+42.5% | Added |
| Xponance, Inc. | 21,728 | $49.8K | 0.00% | +6,611+43.7% | Added |
| We Are One Seven, LLC | 22,083 | $50.6K | 0.00% | +5,450+32.8% | Added |
| Trace Wealth Advisors, LLC | 22,500 | $51.5K | 0.03% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 23,124 | $53.0K | 0.00% | +23,124 | New |
| Third View Private Wealth, LLC | 23,775 | $54.4K | 0.01% | −6,250−20.8% | Reduced |
| United Capital Financial Advisers, LLC | 24,024 | $55.0K | 0.00% | +24,024 | New |
| Thompson Investment Management, Inc. | 25,000 | $57.3K | 0.01% | +25,000 | New |
| Vident Advisory, LLC | 25,285 | $57.9K | 0.00% | −28,555−53.0% | Reduced |
| Deutsche Bank AG | 25,330 | $58.0K | 0.00% | +10,396+69.6% | Added |
| DnB Asset Management AS | 25,422 | $58.2K | 0.00% | 00.0% | Unchanged |
| Heirloom Wealth Management | 25,800 | $59.1K | 0.01% | +25,800 | New |
| Amundi | 26,414 | $60.5K | 0.00% | +26,414 | New |
| State Board of Administration of Florida Retirement System | 26,720 | $61.2K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 26,735 | $61.2K | 0.00% | +2,495+10.3% | Added |
| CWA Asset Management Group, LLC | 27,016 | $61.9K | 0.00% | +686+2.6% | Added |
| Pacific Point Advisors, LLC | 30,000 | $68.7K | 0.03% | +30,000 | New |
| Quarry LP | 30,235 | $69.2K | 0.01% | +30,235 | New |
| SkyOak Wealth, LLC | 30,348 | $69.5K | 0.01% | +14,921+96.7% | Added |
| New York State Common Retirement Fund | 30,800 | $70.5K | 0.00% | −4,500−12.7% | Reduced |
| STRS Ohio | 31,274 | $71.6K | 0.00% | +25,930+485.2% | Added |
| Pictet Asset Management Holding SA | 31,338 | $71.8K | 0.00% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 33,083 | $75.8K | 0.02% | +33,083 | New |
| International Assets Investment Management, LLC | 35,813 | $79.5K | 0.00% | +31,999+839.0% | Added |
| Taylor & Morgan Wealth Management, LLC | 36,391 | $83.3K | 0.04% | +925+2.6% | Added |
| Eventide Asset Management, LLC | 40,979 | $86.1K | 0.00% | +29,316+251.4% | Added |
| Pallas Capital Advisors LLC | 37,787 | $86.5K | 0.00% | +37,787 | New |
| SummitTX Capital, L.P. | 38,200 | $87.5K | 0.00% | +22,725+146.8% | Added |
| Captrust Financial Advisors | 38,243 | $87.6K | 0.00% | +3,694+10.7% | Added |
| Summit Trail Advisors, LLC | 39,904 | $91.4K | 0.00% | −18,060−31.2% | Reduced |
| State of Wisconsin Investment Board | 42,150 | $96.5K | 0.00% | −236,140−84.9% | Reduced |
| Schnieders Capital Management, LLC. | 42,300 | $96.9K | 0.01% | +1,500+3.7% | Added |
| Mirabella Financial Services LLP | 44,239 | $101.3K | 0.01% | +44,239 | New |
| Sage Investment Counsel LLC | 47,000 | $107.6K | 0.11% | +30,000+176.5% | Added |
| Parallel Advisors, LLC | 50,853 | $116.5K | 0.00% | +26,236+106.6% | Added |
| CoreCap Advisors, LLC | 51,332 | $117.5K | 0.00% | +49,322+2,453.8% | Added |
| Optimist Retirement Group LLC | 53,698 | $123.0K | 0.05% | 00.0% | Unchanged |
| Royal Bank of Canada | 54,633 | $125.0K | 0.00% | −262−0.5% | Reduced |
| Equitable Holdings, Inc. | 57,660 | $132.0K | 0.00% | +20,448+55.0% | Added |
| Manufacturers Life Insurance Company, The | 59,712 | $136.7K | 0.00% | +8,883+17.5% | Added |
| Golden State Equity Partners | 65,675 | $150.4K | 0.40% | −7,147−9.8% | Reduced |
| Cherokee Insurance Co | 66,000 | $151.1K | 0.06% | +25,000+61.0% | Added |
| Sequoia Financial Advisors, LLC | 66,012 | $151.2K | 0.00% | +34,860+111.9% | Added |
| Caitong International Asset Management Co., Ltd | 67,155 | $153.8K | 0.02% | −23,794−26.2% | Reduced |
| Shay Capital LLC | 67,771 | $155.2K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 70,725 | $162.0K | 0.00% | −67,821−49.0% | Reduced |
| Russell Investments Group, Ltd. | 71,024 | $162.6K | 0.00% | +28,710+67.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 78,922 | $164.2K | 0.00% | −18,931−19.3% | Reduced |
| Penserra Capital Management LLC | 72,441 | $165.0K | 0.00% | +26,570+57.9% | Added |
| KLP Kapitalforvaltning AS | 70,400 | $167.2K | 0.00% | +28,000+66.0% | Added |
| JustInvest LLC | 74,864 | $171.4K | 0.00% | +39,312+110.6% | Added |
| HighTower Advisors, LLC | 75,707 | $173.4K | 0.00% | +41,957+124.3% | Added |
| HSBC Holdings PLC | 74,725 | $174.4K | 0.00% | −53,931−41.9% | Reduced |
| Dynasty Wealth Management, LLC | 76,819 | $175.9K | 0.00% | +54,361+242.1% | Added |
| Public Employees Retirement System of Ohio | 79,069 | $181.1K | 0.00% | +14,034+21.6% | Added |
| Advisor Group Holdings, Inc. | 82,866 | $189.8K | 0.00% | +5,741+7.4% | Added |
| Fulcrum Asset Management LLP | 90,687 | $190.4K | 0.02% | +90,687 | New |
| Harbor Capital Advisors, Inc. | 83,566 | $191.0K | 0.01% | +24,773+42.1% | Added |
| Los Angeles Capital Management LLC | 85,390 | $195.5K | 0.00% | +84,787+14,060.9% | Added |
| Arizona State Retirement System | 85,729 | $196.3K | 0.00% | +30,907+56.4% | Added |
| SRS Capital Advisors, Inc. | 88,206 | $202.0K | 0.00% | +69,998+384.4% | Added |
| Tower Research Capital LLC (TRC) | 90,055 | $206.2K | 0.01% | +83,127+1,199.9% | Added |
| Vanguard Investments Australia, Ltd. | 90,753 | $207.8K | 0.00% | +46,456+104.9% | Added |
| IMC-Chicago, LLC | 91,434 | $209.4K | 0.00% | +10,288+12.7% | Added |
| Prospera Financial Services Inc | 97,821 | $224.0K | 0.00% | −9,250−8.6% | Reduced |
| Mercer Global Advisors Inc | 98,310 | $225.1K | 0.00% | +25,427+34.9% | Added |
| North Reef Capital Management LP | 100,000 | $229.0K | 0.01% | −253,429−71.7% | Reduced |
| Atom Investors LP | 107,329 | $245.8K | 0.02% | +68,454+176.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 110,780 | $253.7K | 0.00% | +60,018+118.2% | Added |
| Spartan Wealth Advisory Services LLC | 117,147 | $268.3K | 0.02% | +8,976+8.3% | Added |
| Treasurer of the State of North Carolina | 118,144 | $271.0K | 0.00% | +22,490+23.5% | Added |
| Handelsbanken Fonder AB | 119,100 | $273.0K | 0.00% | −22,400−15.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 120,064 | $274.9K | 0.00% | +23,175+23.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 120,646 | $276.3K | 0.00% | +120,646 | New |
| Cerity Partners LLC | 122,527 | $280.6K | 0.00% | +20,798+20.4% | Added |
| Vanguard Global Advisers, LLC | 130,959 | $299.9K | 0.00% | +33,085+33.8% | Added |
| Arizona PSPRS Trust | 134,900 | $308.9K | 0.01% | +134,900 | New |
| Price T Rowe Associates Inc | 136,748 | $314.0K | 0.00% | +21,004+18.1% | Added |
| LPL Financial LLC | 139,456 | $319.4K | 0.00% | +42,690+44.1% | Added |
| Barclays PLC | 141,969 | $325.1K | 0.00% | +54,426+62.2% | Added |
| Gsa Capital Partners LLP | 142,420 | $326.0K | 0.02% | +82,331+137.0% | Added |
| Aristeia Capital LLC | 143,464 | $328.5K | 0.01% | +143,464 | New |
| Rhumbline Advisers | 145,498 | $333.2K | 0.00% | +6,327+4.5% | Added |
| CI Private Wealth, LLC | 149,260 | $341.8K | 0.00% | +102,974+222.5% | Added |
| Citigroup Inc | 149,337 | $342.0K | 0.00% | −136,804−47.8% | Reduced |
| Prelude Capital Management, LLC | 150,000 | $343.5K | 0.03% | +150,000 | New |
| Frec Markets, Inc. | 151,112 | $346.0K | 0.03% | +127,053+528.1% | Added |
| DRW Securities, LLC | 153,392 | $351.3K | 0.02% | +79,270+106.9% | Added |
| SEI Investments Co | 160,983 | $368.7K | 0.00% | +139,745+658.0% | Added |