Uwm HoldingsUWMC

13F holders, Q1 2024 (March 31)
183holders
5famous investors
$7.27avg. 13F price*

At the end of Q1 2024, 183 institutions reported holding Uwm Holdings Corp. (UWMC) in their 13F filings. The largest holders were Vanguard Group Inc. ($60.9M), FMR LLC ($59.7M) and Platinum Equity, LLC ($35.5M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Uwm Holdings Corp.
CUSIP
91823B109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 183Q1 2024Q2 2024: 192Q2 2024Q3 2024: 219Q3 2024Q4 2024: 225Q4 2024Q1 2025: 241Q1 2025Q2 2025: 228Q2 2025Q3 2025: 256Q3 2025Q4 2025: 296Q4 2025Q1 2026: 285Q1 2026Q2 2026: 293Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions31$9.1M
Exits27$8.9M

Ownership 183 holders

Vanguard Group Inc. 0.00% Reduce -3.1% 8,384,007 $60.9M
FMR LLC 0.00% Add +6.2% 8,225,883 $59.7M
Platinum Equity, LLC 24.26% No change 4,894,101 $35.5M
BlackRock Inc. 0.00% Add +1.4% 4,479,021 $32.5M
Northern Trust Corp. 0.00% Add +86.4% 3,809,749 $27.7M
State Street Corp. 0.00% Add +2.3% 1,554,934 $11.4M
Renaissance Technologies 0.02% Add +2.6% 1,513,000 $11.0M
Geode Capital Management, LLC 0.00% Add +4.5% 1,454,646 $10.6M
Citadel Advisors 0.01% Add +2152849.1% 1,227,181 $8.9M
Two Sigma Investments, LP 0.02% Add +147.3% 1,203,114 $8.7M
Goldman Sachs Group Inc. 0.00% Add +14.7% 1,097,019 $8.0M
Bank of New York Mellon Corp 0.00% Add +0.7% 870,969 $6.3M
Victory Capital Management Inc. 0.01% Reduce -62.0% 808,399 $5.9M
Bank of America Corp. 0.00% Add +130.3% 602,408 $4.4M
Charles Schwab Investment Management Inc. 0.00% Add +2.9% 547,021 $4.0M
Morgan Stanley 0.00% Reduce -13.2% 458,885 $3.3M
Invesco Ltd. 0.00% Reduce -52.2% 373,365 $2.7M
PNC Financial Services Group, Inc. 0.00% Add +0.0% 366,372 $2.7M
UBS Group AG 0.00% Add +16.9% 341,304 $2.5M
Alliancebernstein L.P. 0.00% Reduce -10.0% 304,717 $2.2M
HRT Financial LP 0.01% Add +313.9% 297,345 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.4% 287,135 $2.1M
Jane Street Group, LLC 0.00% Reduce -22.6% 284,540 $2.1M
Squarepoint Ops LLC 0.01% Reduce -11.7% 274,939 $2.0M
First Trust Advisors LP 0.00% Add +3.1% 265,390 $1.9M
JPMorgan Chase & Co. 0.00% Add +174179.2% 250,962 $1.8M
Nuveen Asset Management, LLC 0.00% Add +0.2% 221,663 $1.6M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +78.1% 198,971 $1.4M
Azora Capital LP 0.10% Reduce -79.2% 195,308 $1.4M
Two Sigma Advisers, LP 0.00% Add +507.4% 187,700 $1.4M
Dimensional Fund Advisors LP 0.00% Add +74.2% 178,038 $1.3M
Swiss National Bank 0.00% No change 174,300 $1.3M
Chartwell Investment Partners, LLC 0.04% New 167,115 $1.2M
Susquehanna International Group, LLP 0.00% Add +779.3% 160,385 $1.2M
Allianz Asset Management GmbH 0.00% New 153,200 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Add +14.9% 149,805 $1.1M
Nishkama Capital, LLC 0.11% New 132,365 $961K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +9.7% 124,143 $901K
LPL Financial LLC 0.00% Reduce -3.8% 115,720 $840K
Quantbot Technologies LP 0.05% Add +134.8% 115,250 $837K
Credit Suisse AG/ 0.00% No change 98,423 $715K
Citigroup Inc. 0.00% Add +147.2% 98,049 $712K
Integrated Investment Consultants, LLC 0.19% Reduce -43.8% 93,354 $678K
Illinois Municipal Retirement Fund 0.01% No change 93,198 $677K
Jump Financial, LLC 0.02% New 90,313 $656K
California State Teachers Retirement System 0.00% Reduce -5.0% 89,424 $649K
Rhumbline Advisers 0.00% Reduce -11.1% 88,538 $643K
Legal & General Group Plc 0.00% Reduce -0.0% 85,723 $622K
AQR Capital Management 0.00% Reduce -14.2% 85,231 $619K
Vident Advisory, LLC 0.01% Add +78.9% 82,936 $602K
Corton Capital Inc. 0.22% Add +115.5% 82,442 $599K
Allspring Global Investments Holdings, LLC 0.00% Reduce -13.9% 78,060 $567K
Teza Capital Management LLC 0.07% New 76,703 $557K
Ameriprise Financial Inc. 0.00% Add +606.4% 72,865 $530K
Lebenthal Global Advisors, LLC 0.10% Add +23.0% 62,144 $451K
Inspire Investing, LLC 0.05% New 61,233 $445K
Axq Capital, LP 0.10% Add +64.2% 60,316 $438K
Public Employees Retirement System of Ohio 0.00% Reduce -5.0% 59,460 $432K
Mariner, LLC 0.00% Reduce -4.7% 58,707 $426K
ExodusPoint Capital Management, LP 0.01% New 58,600 $425K
T. Rowe Price Associates Inc. 0.00% Add +5.9% 57,948 $421K
Walleye Capital LLC 0.00% New 56,866 $413K
SageView Advisory Group, LLC 0.02% New 7,607 $408K
Quadrature Capital Ltd 0.01% Add +124.3% 54,778 $397K
Marshall Wace, LLP 0.00% New 52,050 $378K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -13.6% 51,732 $376K
Susquehanna Fundamental Investments, LLC 0.02% New 51,712 $375K
Verition Fund Management LLC 0.00% New 49,624 $360K
180 Wealth Advisors, LLC 0.06% Reduce -1.6% 49,334 $358K
New York State Common Retirement Fund 0.00% Add +1.7% 46,893 $340K
XTX Topco Ltd 0.04% New 45,680 $332K
Millennium Management 0.00% Reduce -32.0% 45,590 $331K
Sei Investments Co. 0.00% Reduce -35.6% 44,537 $323K
Cresset Asset Management, LLC 0.00% Add +3.6% 42,684 $314K
Treasurer of the State of North Carolina 0.00% Add +0.7% 41,445 $301K
Point72 Asset Management 0.00% New 40,900 $297K
Penserra Capital Management LLC 0.00% Reduce -0.2% 40,848 $296K
Aquatic Capital Management LLC 0.01% New 40,400 $293K
Janus Henderson Group PLC 0.00% Add +0.0% 39,253 $285K
Wells Fargo & Company 0.00% Reduce -33.6% 36,717 $267K
PDT Partners, LLC 0.02% Reduce -0.3% 36,208 $263K
Oracle Alpha Inc. 0.45% Add +107.6% 34,750 $252K
Osaic Holdings, Inc. 0.00% Add +42.0% 30,863 $224K
Taylor & Morgan Wealth Management, LLC 0.16% Add +1.5% 30,584 $222K
Procyon Advisors, LLC 0.02% Reduce -0.9% 30,424 $221K
Bleakley Financial Group, LLC 0.01% Add +18.0% 30,215 $219K
Simplicity Wealth,LLC 0.01% New 30,215 $219K
Cetera Investment Advisers 0.00% Add +106.6% 28,925 $210K
Prana Capital Management, LP 0.01% New 28,345 $206K
Two Sigma Securities, LLC 0.01% Add +177.0% 27,793 $202K
Private Advisor Group, LLC 0.00% Reduce -54.3% 25,971 $189K
Truist Financial Corp. 0.00% Reduce -85.9% 25,661 $186K
Fortem Financial Group, LLC 0.08% Add +3.3% 25,625 $186K
Arizona State Retirement System 0.00% Reduce -1.1% 24,451 $178K
Sigma Planning Corp 0.01% New 24,444 $177K
GTS Securities LLC 0.00% Reduce -49.5% 23,496 $171K
Commonwealth Equity Services, LLC 0.00% Reduce -51.6% 23,360 $170K
Mercer Global Advisors Inc. 0.00% Reduce -60.5% 22,766 $165K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +0.3% 22,510 $163K
Voya Investment Management LLC 0.00% Reduce -4.5% 21,141 $153K
Barclays PLC 0.00% Reduce -37.8% 19,929 $145K
Fidelis Capital Partners, LLC 0.02% Add +0.1% 18,592 $135K
Amalgamated Bank 0.00% Reduce -34.6% 18,133 $132K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 18,158 $132K
DDFG, Inc 0.04% Add +1.5% 18,046 $131K
Raymond James & Associates 0.00% Reduce -9.9% 17,238 $125K
Arkadios Wealth Advisors 0.01% Reduce -38.0% 17,141 $124K
Royal Bank of Canada 0.00% Add +13.0% 16,740 $122K
Evergreen Capital Management LLC 0.00% Add +1.0% 15,613 $115K
Global Retirement Partners, LLC 0.00% Add +1.2% 15,180 $110K
Gsa Capital Partners LLP 0.01% Reduce -82.0% 15,100 $110K
Pitcairn Co. 0.01% Reduce -29.0% 14,777 $107K
Commerce Bank 0.00% No change 14,301 $104K
Quent Capital, LLC 0.01% Add +0.2% 13,432 $98K
Tower Research Capital LLC (TRC) 0.00% Add +10.6% 13,324 $97K
Wolverine Trading, LLC 0.00% New 13,318 $97K
Wedmont Private Capital 0.01% Reduce -9.6% 14,003 $95K
SG Americas Securities, LLC 0.00% Reduce -28.0% 13,011 $94K
Creative Planning 0.00% Add +10.4% 12,807 $93K
McAdam, LLC 0.01% New 10,963 $80K
Good Life Advisors, LLC 0.01% Add +2.2% 10,565 $77K
HB Wealth Management, LLC 0.00% Add +0.0% 10,442 $76K
Ieq Capital, LLC 0.00% No change 10,360 $75K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -7.0% 10,209 $74K
Pathstone Holdings, LLC 0.00% New 10,155 $74K
Financial Counselors Inc. 0.00% No change 10,000 $73K
Parallel Advisors, LLC 0.00% Reduce -0.9% 9,735 $71K
Quadrant Capital Group LLC 0.00% Reduce -4.3% 7,303 $53K
Harvest Fund Management Co., Ltd 0.00% Reduce -63.9% 7,165 $52K
State of Wyoming 0.01% Reduce -79.8% 5,919 $43K
Atlas Capital Advisors Inc. 0.01% Add +190.5% 5,046 $37K
US Bancorp \de 0.00% No change 4,575 $33K
Signaturefd, LLC 0.00% Add +31.1% 4,275 $31K
IFP Advisors, Inc 0.00% No change 3,788 $28K
ORG Partners LLC 0.05% New 4,047 $27K
Cwm, LLC 0.00% Add +420.4% 3,294 $24K
MetLife Investment Management, LLC 0.00% Add +0.3% 3,182 $23K
Catalyst Funds Management Pty Ltd 0.01% — 3,100 $23K
CIBC Private Wealth Group LLC 0.00% New 3,101 $20K
Hantz Financial Services, Inc. 0.00% Add +0.4% 2,707 $20K
Financial Connections Group, Inc. 0.02% Add +1.5% 2,463 $18K
Cutler Group LLC / CA 0.01% Reduce -10.5% 2,551 $18K
Allworth Financial LP 0.00% Reduce -9.7% 2,318 $17K
Deutsche Bank AG 0.00% No change 2,228 $16K
Delta Asset Management LLC 0.00% Add +4.9% 2,001 $15K
Federation des caisses Desjardins du Quebec 0.00% No change 2,000 $15K
Balefire, LLC 0.00% No change 1,600 $12K
Russell Investments Group, Ltd. 0.00% Add +46.1% 1,558 $11K
American National Bank & Trust 0.00% No change 1,500 $11K
GAMMA Investing LLC 0.00% Add +6.3% 1,438 $10K
NewEdge Advisors, LLC 0.00% No change 1,340 $10K
CVA Family Office, LLC 0.00% No change 1,300 $9K
Lindbrook Capital, LLC 0.00% Add +4.0% 1,275 $9K
Coston, McIsaac & Partners 0.00% Add +1.5% 1,295 $9K
DHJJ Financial Advisors, Ltd. 0.00% Add +1.6% 1,101 $8K
American International Group, Inc. 0.00% Reduce -0.7% 1,045 $8K
Stephens Consulting, LLC 0.00% No change 1,000 $7K
Spire Wealth Management 0.00% No change 1,000 $7K
Sunbelt Securities, Inc. 0.00% Add +1.4% 981 $7K
Voisard Asset Management Group, Inc. 0.00% No change 955 $7K
Fortitude Family Office, LLC 0.00% No change 774 $6K
Beaird Harris Wealth Management, LLC 0.00% Add +6.0% 631 $5K
Steward Partners Investment Advisory, LLC 0.00% Add +1.6% 624 $5K
Oliver Lagore Vanvalin Investment Group 0.00% Add +60.1% 549 $4K
Northwestern Mutual Wealth Management Co. 0.00% New 504 $4K
Global Financial Private Client, LLC 0.00% New 502 $3K
Cedar Mountain Advisors, LLC 0.00% No change 450 $3K
Plante Moran Financial Advisors, LLC 0.00% No change 408 $3K
Farther Finance Advisors, LLC 0.00% Add +185.2% 385 $3K
Parkside Financial Bank & Trust 0.00% No change 292 $2K
Comerica Bank 0.00% No change 270 $2K
Cornerstone Planning Group LLC 0.00% New 216 $1K
NFSG Corp 0.00% Reduce -97.2% 200 $1K
Tradewinds Capital Management, LLC 0.00% No change 200 $1K
Trust Co. of Vermont 0.00% No change 190 $1K
PrairieView Partners, LLC 0.00% No change 10 $1K
CI Investments Inc. 0.00% Add +27.7% 166 $1K
Clearstead Advisors, LLC 0.00% Add +3.0% 138 $960
Continuum Advisory, LLC 0.00% New 118 $886
Mather Group, Llc. 0.00% New 86 $615
Nemes Rush Group LLC 0.00% New 84 $610
EverSource Wealth Advisors, LLC 0.00% New 89 $561
CoreCap Advisors, LLC 0.00% New 10 $73

"% of holder's portfolio" is UWMC's weight in each manager's 13F, not the share of Uwm Holdings Corp. the manager owns.