UWMC — UWM HOLDINGS CORPORATION
Reported value held$394.13M
Funds holding (latest)37
SectorFinancials
Funds holding (Q2 2026)31
Institutional value$308.42M · 135.03M sh
New / Add / Cut / Exit2 / 21 / 7 / 2
Top-5 / Top-10 concentration59.3% / 80.4%
Institutional holdings change
Accumulating +22.9%
(+25.15M sh)
Institutional value change
Down -22.4%
As of Q2 2026, 31 SEC-registered investment managers reported holding UWMC (UWM HOLDINGS CORPORATION) in their latest 13F filings, with a combined reported value of $308.42M across 135.03M shares. That is +22.9% by share count (+25.15M shares) versus the previous quarter, while reported value moved -22.4%. Ownership is concentrated: the five largest holders account for 59.3% of reported value and the top ten for 80.4%.
Compared with the prior quarter, 2 opened new positions, 21 added to existing stakes, 7 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UWMC is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 30.46M | $69.75M | 0.00% | Add |
| BlackRock Inc history | 17.58M | $40.26M | 0.00% | Add |
| Norges Bank Investment Management history | 13.75M | $31.49M | 0.00% | Add |
| Goldman Sachs Group history | 10.13M | $23.19M | 0.00% | Add |
| Citadel Advisors history | 7.94M | $18.18M | 0.00% | Add |
| Bank of America Corp history | 7.63M | $17.48M | 0.00% | Add |
| Northern Trust Corp history | 5.80M | $13.28M | 0.00% | Reduce |
| Geode Capital Management history | 5.35M | $12.25M | 0.00% | Add |
| Invesco Ltd history | 4.87M | $11.16M | 0.00% | Add |
| Morgan Stanley history | 4.81M | $11.01M | 0.00% | Add |
| CPP Investments history | 4.52M | $10.35M | 0.01% | Add |
| AQR Capital Management history | 4.37M | $9.52M | 0.00% | Add |
| Renaissance Technologies history | 4.11M | $9.40M | 0.01% | Add |
| Marshall Wace history | 2.32M | $5.30M | 0.00% | Add |
| UBS Group AG history | 2.09M | $4.77M | 0.00% | Add |
| Millennium Management history | 2.06M | $4.72M | 0.00% | Reduce |
| BNY Mellon history | 2.01M | $4.59M | 0.00% | Hold |
| Charles Schwab Investment Management history | 1.58M | $3.62M | 0.00% | Add |
| Two Sigma Investments history | 1.23M | $2.82M | 0.00% | Reduce |
| Wells Fargo & Co history | 833.24K | $1.91M | 0.00% | Add |
| Point72 Asset Management history | 517.60K | $1.19M | 0.00% | Reduce |
| D. E. Shaw & Co history | 463.62K | $1.06M | 0.00% | Reduce |
| Legal & General Investment Management America history | 172.04K | $392.98K | 0.00% | Add |
| Citigroup Inc history | 149.34K | $341.98K | 0.00% | Reduce |
| Manulife Financial history | 59.71K | $136.74K | 0.00% | Add |
| Amundi US history | 26.41K | $60.49K | 0.00% | New |
| Deutsche Bank AG history | 25.33K | $58.01K | 0.00% | Add |
| Balyasny Asset Management history | 19.63K | $44.95K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 19.44K | $40.82K | 0.00% | New |
| PNC Financial Services history | 12.36K | $28.30K | 0.00% | Add |
| T. Rowe Price Associates history | 136.75K | $314 | 0.00% | Add |
Q1 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 26.51M | $95.96M | 0.01% | Add |
| BlackRock Inc history | 12.60M | $45.61M | 0.00% | Add |
| Two Sigma Investments history | 7.69M | $27.85M | 0.02% | Add |
| Bank of America Corp history | 6.97M | $25.23M | 0.00% | Add |
| Northern Trust Corp history | 6.91M | $25.00M | 0.00% | Add |
| Goldman Sachs Group history | 6.13M | $22.19M | 0.00% | Add |
| Citadel Advisors history | 5.46M | $19.75M | 0.00% | Reduce |
| Geode Capital Management history | 4.24M | $15.36M | 0.00% | Add |
| Morgan Stanley history | 4.01M | $14.52M | 0.00% | Add |
| Balyasny Asset Management history | 4.00M | $14.48M | 0.02% | Add |
| CPP Investments history | 3.59M | $12.99M | 0.01% | New |
| Renaissance Technologies history | 3.54M | $12.81M | 0.02% | Reduce |
| AQR Capital Management history | 2.88M | $10.44M | 0.01% | Reduce |
| D. E. Shaw & Co history | 2.59M | $9.38M | 0.01% | Add |
| Invesco Ltd history | 2.39M | $8.65M | 0.00% | Add |
| Millennium Management history | 2.26M | $8.18M | 0.00% | Reduce |
| UBS Group AG history | 2.00M | $7.24M | 0.00% | Reduce |
| BNY Mellon history | 2.00M | $7.23M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.55M | $5.59M | 0.00% | Add |
| Point72 Asset Management history | 978.16K | $3.54M | 0.01% | Reduce |
| Wells Fargo & Co history | 634.46K | $2.30M | 0.00% | Add |
| Citigroup Inc history | 286.14K | $1.04M | 0.00% | Reduce |
| Marshall Wace history | 209.66K | $758.95K | 0.00% | Reduce |
| Legal & General Investment Management America history | 153.40K | $555.29K | 0.00% | Reduce |
| Janus Henderson Group history | 81.91K | $297.75K | 0.00% | Hold |
| Manulife Financial history | 50.83K | $184.00K | 0.00% | New |
| Wellington Management Group history | 38.20K | $138.28K | 0.00% | Hold |
| Deutsche Bank AG history | 14.93K | $54.06K | 0.00% | Hold |
| PNC Financial Services history | 10.18K | $36.84K | 0.00% | Reduce |
| T. Rowe Price Associates history | 115.74K | $419 | 0.00% | Add |
Q4 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 18.96M | $83.04M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 16.01M | $70.12M | 0.00% | Reduce |
| BlackRock Inc history | 11.96M | $52.39M | 0.00% | Reduce |
| Citadel Advisors history | 8.02M | $35.13M | 0.01% | Add |
| Two Sigma Investments history | 5.94M | $26.00M | 0.04% | Add |
| Renaissance Technologies history | 4.93M | $21.58M | 0.03% | New |
| Millennium Management history | 4.41M | $19.31M | 0.01% | Reduce |
| AQR Capital Management history | 4.26M | $18.61M | 0.01% | Add |
| Geode Capital Management history | 3.78M | $16.55M | 0.00% | Add |
| UBS Group AG history | 3.35M | $14.66M | 0.00% | Add |
| Bank of America Corp history | 3.06M | $13.42M | 0.00% | Reduce |
| Morgan Stanley history | 2.88M | $12.63M | 0.00% | Add |
| Point72 Asset Management history | 2.47M | $10.80M | 0.01% | Add |
| BNY Mellon history | 2.21M | $9.70M | 0.00% | Add |
| Norges Bank Investment Management history | 2.00M | $8.76M | 0.00% | New |
| Invesco Ltd history | 1.50M | $6.57M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.46M | $6.39M | 0.00% | Add |
| Marshall Wace history | 1.28M | $5.61M | 0.01% | Add |
| Balyasny Asset Management history | 1.17M | $5.11M | 0.01% | Reduce |
| Northern Trust Corp history | 1.10M | $4.81M | 0.00% | Add |
| Goldman Sachs Group history | 742.42K | $3.25M | 0.00% | Reduce |
| D. E. Shaw & Co history | 693.50K | $3.04M | 0.00% | Reduce |
| Citigroup Inc history | 603.40K | $2.64M | 0.00% | Add |
| Wells Fargo & Co history | 180.45K | $790.38K | 0.00% | Reduce |
| Legal & General Investment Management America history | 170.96K | $748.79K | 0.00% | Reduce |
| Janus Henderson Group history | 81.91K | $358.37K | 0.00% | Hold |
| JPMorgan Chase & Co history | 63.69K | $278.95K | 0.00% | Add |
| Wellington Management Group history | 38.20K | $167.31K | 0.00% | New |
| Deutsche Bank AG history | 14.93K | $65.41K | 0.00% | Add |
| PNC Financial Services history | 10.59K | $46.40K | 0.00% | Reduce |
| T. Rowe Price Associates history | 78.31K | $343 | 0.00% | Add |
Q3 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 18.83M | $114.70M | 0.01% | Add |
| Vanguard Group history | 17.28M | $105.25M | 0.00% | Add |
| BlackRock Inc history | 12.42M | $75.66M | 0.00% | Add |
| Citadel Advisors history | 6.17M | $37.58M | 0.01% | Add |
| Millennium Management history | 6.10M | $37.15M | 0.02% | Add |
| Bank of America Corp history | 5.28M | $32.15M | 0.00% | Add |
| Two Sigma Investments history | 4.99M | $30.38M | 0.05% | Add |
| Balyasny Asset Management history | 3.94M | $23.98M | 0.03% | Reduce |
| Geode Capital Management history | 3.55M | $21.64M | 0.00% | Add |
| Goldman Sachs Group history | 3.13M | $19.04M | 0.00% | Add |
| AQR Capital Management history | 2.20M | $13.39M | 0.01% | Add |
| BNY Mellon history | 1.74M | $10.57M | 0.00% | Add |
| UBS Group AG history | 1.73M | $10.51M | 0.00% | Reduce |
| D. E. Shaw & Co history | 1.46M | $8.90M | 0.01% | Add |
| Morgan Stanley history | 1.36M | $8.27M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.25M | $7.62M | 0.00% | Add |
| Northern Trust Corp history | 1.06M | $6.43M | 0.00% | Add |
| Wells Fargo & Co history | 379.20K | $2.31M | 0.00% | Add |
| Invesco Ltd history | 248.13K | $1.51M | 0.00% | Reduce |
| Legal & General Investment Management America history | 203.87K | $1.24M | 0.00% | Add |
| Marshall Wace history | 151.33K | $921.58K | 0.00% | Reduce |
| Point72 Asset Management history | 119.86K | $729.95K | 0.00% | New |
| Citigroup Inc history | 107.13K | $652.42K | 0.00% | Add |
| Janus Henderson Group history | 81.91K | $498.03K | 0.00% | Hold |
| JPMorgan Chase & Co history | 23.69K | $144.25K | 0.00% | Add |
| PNC Financial Services history | 20.12K | $122.56K | 0.00% | Add |
| Deutsche Bank AG history | 13.55K | $82.55K | 0.00% | Add |
| T. Rowe Price Associates history | 67.45K | $411 | 0.00% | Add |
Q2 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 16.27M | $67.37M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 16.26M | $67.32M | 0.00% | Add |
| BlackRock Inc history | 8.37M | $34.65M | 0.00% | Add |
| Citadel Advisors history | 6.06M | $25.09M | 0.00% | Reduce |
| Balyasny Asset Management history | 5.99M | $24.80M | 0.04% | Add |
| Millennium Management history | 4.95M | $20.50M | 0.01% | Reduce |
| Bank of America Corp history | 3.76M | $15.56M | 0.00% | Add |
| Morgan Stanley history | 2.59M | $10.73M | 0.00% | Add |
| Geode Capital Management history | 2.41M | $10.00M | 0.00% | Add |
| UBS Group AG history | 2.00M | $8.29M | 0.00% | Add |
| Two Sigma Investments history | 1.88M | $7.78M | 0.01% | Reduce |
| BNY Mellon history | 1.25M | $5.16M | 0.00% | Add |
| Goldman Sachs Group history | 1.07M | $4.43M | 0.00% | Add |
| Marshall Wace history | 1.01M | $4.20M | 0.01% | Add |
| Northern Trust Corp history | 921.15K | $3.81M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 851.84K | $3.53M | 0.00% | Add |
| D. E. Shaw & Co history | 699.50K | $2.90M | 0.00% | New |
| AQR Capital Management history | 570.09K | $2.36M | 0.00% | Reduce |
| Invesco Ltd history | 356.43K | $1.48M | 0.00% | Add |
| Wells Fargo & Co history | 288.03K | $1.19M | 0.00% | Add |
| Amundi US history | 220.70K | $946.81K | 0.00% | Add |
| Legal & General Investment Management America history | 180.16K | $745.88K | 0.00% | Add |
| Citigroup Inc history | 99.67K | $412.64K | 0.00% | Reduce |
| Janus Henderson Group history | 81.91K | $339.53K | 0.00% | Add |
| Renaissance Technologies history | 56.90K | $235.57K | 0.00% | Reduce |
| PNC Financial Services history | 14.47K | $59.89K | 0.00% | Add |
| Deutsche Bank AG history | 12.43K | $51.48K | 0.00% | Add |
| Wellington Management Group history | 10.64K | $44.04K | 0.00% | New |
| Principal Global Investors history | 10.26K | $42.49K | 0.00% | New |
| JPMorgan Chase & Co history | 2.44K | $10.09K | 0.00% | Add |
| T. Rowe Price Associates history | 57.98K | $241 | 0.00% | Add |
Q1 2025 — 29 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 15.11M | $82.50M | 0.01% | Add |
| Citadel Advisors history | 13.66M | $74.56M | 0.01% | Add |
| Millennium Management history | 12.63M | $68.97M | 0.04% | Add |
| Vanguard Group history | 10.84M | $59.20M | 0.00% | Reduce |
| BlackRock Inc history | 6.75M | $36.85M | 0.00% | Add |
| Balyasny Asset Management history | 2.77M | $15.10M | 0.03% | Reduce |
| AQR Capital Management history | 2.50M | $13.63M | 0.01% | Add |
| Two Sigma Investments history | 2.33M | $12.75M | 0.03% | Add |
| Morgan Stanley history | 2.30M | $12.53M | 0.00% | Add |
| Bank of America Corp history | 1.94M | $10.59M | 0.00% | Add |
| Geode Capital Management history | 1.64M | $8.94M | 0.00% | Add |
| Northern Trust Corp history | 1.49M | $8.13M | 0.00% | Reduce |
| Renaissance Technologies history | 1.32M | $7.18M | 0.01% | Reduce |
| BNY Mellon history | 1.07M | $5.85M | 0.00% | Reduce |
| Marshall Wace history | 782.68K | $4.27M | 0.01% | Add |
| Goldman Sachs Group history | 640.17K | $3.50M | 0.00% | Reduce |
| UBS Group AG history | 586.02K | $3.20M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 574.68K | $3.14M | 0.00% | Reduce |
| Citigroup Inc history | 204.89K | $1.12M | 0.00% | Add |
| Invesco Ltd history | 130.40K | $711.98K | 0.00% | Add |
| Legal & General Investment Management America history | 108.61K | $593.00K | 0.00% | Add |
| Wells Fargo & Co history | 88.55K | $483.49K | 0.00% | Add |
| Point72 Asset Management history | 78.90K | $430.79K | 0.00% | Reduce |
| Janus Henderson Group history | 38.81K | $218.32K | 0.00% | Hold |
| Deutsche Bank AG history | 8.30K | $45.30K | 0.00% | Add |
| PNC Financial Services history | 8.07K | $44.08K | 0.00% | Add |
| Amundi US history | 1.85K | $10.28K | 0.00% | Hold |
| JPMorgan Chase & Co history | 799 | $4.36K | 0.00% | Add |
| T. Rowe Price Associates history | 32.15K | $176 | 0.00% | Add |
New Positions (Q2 2026)
- Amundi US 26.41K sh · $60.49K
- JPMorgan Chase & Co 19.44K sh · $40.82K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 81.91K sh · $297.75K
- Wellington Management Group sold 38.20K sh · $138.28K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 30.46M | 26.51M | 16.01M | 18.83M | 16.26M | 15.11M | 11.19M | 10.22M | 8.21M | 8.23M | 7.75M | 6.08M | 4.65M | 4.45M | 4.67M | 3.31M | 8.50K | 13.44K | 502 | — |
| BlackRock Inc | 17.58M | 12.60M | 11.96M | 12.42M | 8.37M | 6.75M | 5.60M | 4.80M | — | — | — | — | — | — | — | — | — | — | — | — |
| Norges Bank Investment Management | 13.75M | — | 2.00M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 10.13M | 6.13M | 742.42K | 3.13M | 1.07M | 640.17K | 1.01M | 1.68M | 1.20M | 1.10M | 956.30K | 901.57K | 719.86K | 592.46K | 552.65K | 479.61K | 403.73K | 671.78K | 668.06K | 253.64K |
| Citadel Advisors | 7.94M | 5.46M | 8.02M | 6.17M | 6.06M | 13.66M | 12.59M | 9.65M | 2.38M | 2.17M | 915.16K | 1.57M | 428.55K | 610.71K | 797.17K | 610.60K | 891.39K | 1.04M | 820.30K | 1.45M |
| Bank of America Corp | 7.63M | 6.97M | 3.06M | 5.28M | 3.76M | 1.94M | 390.15K | 861.15K | 303.86K | 602.41K | 261.59K | 48.41K | 200.49K | 70.96K | 403.59K | 378.18K | 432.01K | 381.57K | 235.98K | 237.04K |
| Northern Trust Corp | 5.80M | 6.91M | 1.10M | 1.06M | 921.15K | 1.49M | 2.99M | 4.31M | 4.35M | 3.81M | 2.04M | 2.03M | 1.91M | 1.80M | 662.83K | 740.73K | 622.24K | 448.94K | 421.66K | 435.87K |
| Geode Capital Management | 5.35M | 4.24M | 3.78M | 3.55M | 2.41M | 1.64M | 1.54M | 1.55M | 1.51M | 1.45M | 1.39M | 1.33M | 1.32M | 1.28M | 1.25M | 1.18M | 1.10M | 1.09M | 1.01M | 964.74K |
| Invesco Ltd | 4.87M | 2.39M | 1.50M | 248.13K | 356.43K | 130.40K | 109.58K | 608.82K | 445.07K | 373.37K | 781.07K | 361.71K | 160.03K | 145.61K | 126.34K | 153.73K | 164.96K | 158.14K | 112.92K | 105.14K |
| Morgan Stanley | 4.81M | 4.01M | 2.88M | 1.36M | 2.59M | 2.30M | 1.07M | 1.12M | 692.37K | 458.88K | 528.91K | 535.61K | 536.20K | 522.30K | 395.20K | 434.98K | 665.22K | 306.13K | 158.37K | 185.54K |
| CPP Investments | 4.52M | 3.59M | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 4.37M | 2.88M | 4.26M | 2.20M | 570.09K | 2.50M | 200.60K | 239.82K | 258.88K | 85.23K | 99.29K | 122.12K | 82.97K | — | — | 56.86K | 71.98K | 854.49K | 30.89K | 27.68K |
| Renaissance Technologies | 4.11M | 3.54M | 4.93M | — | 56.90K | 1.32M | 1.70M | 1.94M | 1.71M | 1.51M | 1.47M | 1.48M | 1.30M | 1.32M | 1.46M | 1.52M | 1.51M | 1.04M | 591.20K | 373.50K |
| Marshall Wace | 2.32M | 209.66K | 1.28M | 151.33K | 1.01M | 782.68K | 232.26K | 62.20K | 88.33K | 52.05K | — | 61.46K | 19.95K | — | 74.08K | 145.64K | — | — | 744.09K | — |
| UBS Group AG | 2.09M | 2.00M | 3.35M | 1.73M | 2.00M | 586.02K | 1.00M | 160.32K | 229.00K | 341.30K | 291.93K | 184.14K | 146.28K | 125.65K | 101.88K | 312.65K | 278.51K | 97.71K | 193.45K | 544.05K |
| Millennium Management | 2.06M | 2.26M | 4.41M | 6.10M | 4.95M | 12.63M | 2.37M | 1.45M | 665.36K | 45.59K | 67.02K | 23.19K | 133.88K | — | 371.40K | 267.35K | 35.62K | 165.35K | 169.93K | 16.52K |
| BNY Mellon | 2.01M | 2.00M | 2.21M | 1.74M | 1.25M | 1.07M | 1.09M | 940.52K | 908.16K | 870.97K | 864.84K | 846.76K | 832.13K | 829.85K | 857.45K | 872.40K | 827.97K | 789.89K | 770.72K | 142.61K |
| Charles Schwab Investment Management | 1.58M | 1.55M | 1.46M | 1.25M | 851.84K | 574.68K | 580.55K | 574.29K | 566.44K | 547.02K | 531.72K | 520.00K | 496.61K | 494.93K | 487.10K | 479.52K | 417.99K | 454.63K | 443.12K | 447.04K |
| Two Sigma Investments | 1.23M | 7.69M | 5.94M | 4.99M | 1.88M | 2.33M | 962.89K | 1.58M | 1.66M | 1.20M | 486.41K | — | — | — | — | — | — | — | — | — |
| Wells Fargo & Co | 833.24K | 634.46K | 180.45K | 379.20K | 288.03K | 88.55K | 64.97K | 59.12K | 36.14K | 36.72K | 55.28K | 56.44K | 58.02K | 57.53K | 67.38K | 65.74K | 65.95K | 535.89K | 531.29K | 59.51K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details