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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 15,785 | $36.1K | 0.00% | −2,558,561−99.4% | Reduced |
| Jones Financial Companies LLLP | 16,516 | $36.0K | 0.00% | +8,542+107.1% | Added |
| R Squared Ltd | 15,500 | $35.5K | 0.02% | +15,500 | New |
| Global Retirement Partners, LLC | 15,317 | $35.1K | 0.00% | +15,317 | New |
| Excelsior Advisor Network LLC | 15,100 | $34.6K | 0.00% | +15,100 | New |
| Corsair Capital Management, L.P. | 15,000 | $34.4K | 0.00% | −100,000−87.0% | Reduced |
| Rothschild Investment LLC | 14,798 | $33.9K | 0.00% | +6,436+77.0% | Added |
| Mount Yale Investment Advisors, LLC | 13,894 | $33.3K | 0.00% | +529+4.0% | Added |
| Signaturefd, LLC | 14,211 | $32.5K | 0.00% | +6,297+79.6% | Added |
| Vestmark Advisory Solutions, Inc. | 13,894 | $31.8K | 0.00% | +633+4.8% | Added |
| Mission Financial Group, LLC | 13,604 | $31.2K | 0.03% | +13,604 | New |
| Fortem Financial Group, LLC | 13,485 | $30.9K | 0.01% | −1,500−10.0% | Reduced |
| Secure Asset Management, LLC | 13,236 | $30.3K | 0.00% | +13,236 | New |
| Virginia Retirement Systems Et Al | 13,200 | $30.2K | 0.00% | +13,200 | New |
| Kestra Advisory Services, LLC | 12,643 | $30.2K | 0.00% | +253+2.0% | Added |
| Amalgamated Bank | 13,237 | $30.0K | 0.00% | +3,221+32.2% | Added |
| Beacon Pointe Advisors, LLC | 12,901 | $29.5K | 0.00% | −2,000−13.4% | Reduced |
| NewEdge Wealth, LLC | 12,813 | $29.3K | 0.00% | +2,000+18.5% | Added |
| The PNC Financial Services Group, Inc. | 12,358 | $28.3K | 0.00% | +2,182+21.4% | Added |
| Alpha Zero LLC | 13,500 | $27.7K | 0.01% | +13,500 | New |
| Utah Retirement Systems | 11,866 | $27.2K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 11,851 | $27.1K | 0.03% | +11,851 | New |
| Stifel Financial Corp | 11,568 | $26.5K | 0.00% | +11,568 | New |
| LJI Wealth Management, LLC | 11,500 | $26.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 11,087 | $25.8K | 0.00% | +3,558+47.3% | Added |
| Meeder Advisory Services, Inc. | 10,786 | $24.7K | 0.00% | +10,786 | New |
| O'Shaughnessy Asset Management, LLC | 10,666 | $24.4K | 0.00% | +10,666 | New |
| Parcion Private Wealth LLC | 10,628 | $24.3K | 0.00% | +10,628 | New |
| Bull Harbor Capital LLC | 10,551 | $24.2K | 0.00% | −1,973−15.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,152 | $23.2K | 0.00% | +10,152 | New |
| M&T Bank Corp | 10,115 | $23.2K | 0.00% | +10,115 | New |
| Geneos Wealth Management Inc. | 9,200 | $21.1K | 0.00% | +3,200+53.3% | Added |
| Sterling Capital Management LLC | 7,722 | $17.7K | 0.00% | +924+13.6% | Added |
| Hantz Financial Services, Inc. | 7,641 | $17.0K | 0.00% | +1,860+32.2% | Added |
| Allworth Financial LP | 6,729 | $15.4K | 0.00% | +929+16.0% | Added |
| EverSource Wealth Advisors, LLC | 6,645 | $15.2K | 0.00% | −5,519−45.4% | Reduced |
| Quent Capital, LLC | 5,753 | $13.2K | 0.00% | −1,216−17.4% | Reduced |
| Rockefeller Capital Management L.P. | 5,593 | $12.8K | 0.00% | +4,699+525.6% | Added |
| MetLife Investment Management | 5,569 | $12.8K | 0.00% | +785+16.4% | Added |
| Zions Bancorporation, National Association | 4,954 | $11.3K | 0.00% | +4,954 | New |
| SBI Securities Co., Ltd. | 3,419 | $7.83K | 0.00% | +2,455+254.7% | Added |
| Northwestern Mutual Wealth Management Co | 3,040 | $6.96K | 0.00% | +3,040 | New |
| Premier Financial Group | 3,000 | $6.87K | 0.00% | +3,000 | New |
| Farther Finance Advisors, LLC | 2,985 | $6.83K | 0.00% | −5,947−66.6% | Reduced |
| Essential Partners LLC | 2,279 | $5.22K | 0.00% | −1,545−40.4% | Reduced |
| Center for Financial Planning, Inc. | 2,136 | $4.89K | 0.00% | −1,941−47.6% | Reduced |
| Triumph Capital Management | 2,000 | $4.58K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,880 | $4.31K | 0.00% | +1,880 | New |
| Bogart Wealth, LLC | 1,590 | $3.64K | 0.00% | +1,472+1,247.5% | 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 |
| ZRC Wealth Management, LLC | 1,355 | $3.10K | 0.00% | +67+5.2% | Added |
| Cedar Mountain Advisors, LLC | 1,325 | $3.04K | 0.00% | +13+1.0% | Added |
| Coston, McIsaac & Partners | 1,502 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,191 | $2.73K | 0.00% | −1,075−47.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,149 | $2.63K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,070 | $2.45K | 0.00% | +70+7.0% | Added |
| Atlantic Private Wealth, LLC | 1,000 | $2.29K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 977 | $2.24K | 0.00% | −10,445−91.4% | Reduced |
| Kingdom Financial Group LLC. | 867 | $1.99K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 843 | $1.93K | 0.00% | +669+384.5% | Added |
| Fortitude Family Office, LLC | 781 | $1.79K | 0.00% | +781 | New |
| Clearstead Advisors, LLC | 609 | $1.40K | 0.00% | +609 | New |
| Smartleaf Asset Management LLC | 581 | $1.22K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 467 | $1.07K | 0.00% | +467 | New |
| Avion Wealth | 454 | $1.00K | 0.00% | +454 | New |
| UMA Financial Services, Inc. | 419 | $960 | 0.00% | +419 | New |
| Plante Moran Financial Advisors, LLC | 408 | $934 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 280 | $641 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 242 | $554 | 0.00% | +242 | New |
| Tradewinds Capital Management, LLC | 200 | $458 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 165 | $378 | 0.00% | +71+75.5% | Added |
| Umb Bank N A | 140 | $321 | 0.00% | +82+141.4% | Added |
| Nisa Investment Advisors, LLC | 131 | $313 | 0.00% | −11,998−98.9% | Reduced |
| JPL Wealth Management, LLC | 130 | $298 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 122 | $279 | 0.00% | +122 | New |
| Continuum Advisory, LLC | 118 | $270 | 0.00% | +118 | New |
| Torren Management, LLC | 107 | $245 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 76 | $181 | 0.00% | +76 | New |
| Kilter Group LLC | 78 | $179 | 0.00% | 00.0% | Unchanged |
| Trust Co | 67 | $153 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $152 | 0.00% | −611−90.3% | Reduced |
| Walleye Capital LLC | 16 | $37 | 0.00% | −600−97.4% | Reduced |
| Delos Wealth Advisors, LLC | 10 | $23 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 8 | $18 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 4 | $10 | 0.00% | +4 | 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 |
| LRI Investments, LLC | 2 | $5 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $3 | 0.00% | +1 | New |
| Covestor Ltd | 159 | $0 | 0.00% | +109+218.0% | Added |
| Brandes Investment Partners, LP | 10,471,859 | $0 | 0.00% | +10,471,859 | New |
| King Street Capital Management, L.P. | 0 | $0 | 0.00% | −7,799,000−100.0% | Sold out |
| Diameter Capital Partners LP | 0 | $0 | 0.00% | −5,800,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −2,855,790−100.0% | Sold out |
| Karl Kapital LLC | 0 | $0 | 0.00% | −2,012,105−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,002,383−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −1,189,216−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −839,121−100.0% | Sold out |