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UWM (UWMC) Institutional Ownership

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+0.16 (+2.50%)
(As of 04/24/2024 ET)
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Institutional Ownership Changes (13F Filings) for UWM (NYSE:UWMC)

Current
Institutional Ownership
Percentage
53.59%
Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$69.19M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$8.19M
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UWMC Institutional Buying and Selling by Quarter

UWM Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/25/2024Cambridge Investment Research Advisors Inc.287,135$2.09M0.0%+3.4%0.304%
4/24/2024Simplicity Wealth LLC30,215$219K0.0%N/A0.032%
4/23/2024 McAdam LLC10,963$80K0.0%N/A0.012%
4/18/2024 Allspring Global Investments Holdings LLC78,060$567K0.0%-13.9%0.083%
4/15/2024 Atlas Capital Advisors LLC5,046$37K0.0%+190.5%0.005%
3/28/2024Newbridge Financial Services Group Inc.7,200$51K0.0%-40.5%0.008%
3/25/2024Quadrature Capital Ltd24,417$174K0.0%N/A0.026%
2/26/2024Neo Ivy Capital Management37,981$272K0.6%N/A0.041%
2/14/2024Azora Capital LP937,768$6.71M0.6%N/A1.001%
2/12/2024Parallel Advisors LLC9,820$70K0.0%+44.3%0.010%
2/9/2024Cambridge Investment Research Advisors Inc.277,580$1.99M0.0%+2.0%0.296%
2/9/2024Aigen Investment Management LP46,861$335K0.1%-36.9%0.050%
2/8/2024Quadrant Capital Group LLC7,633$55K0.0%+63.1%0.008%
2/7/2024Lebenthal Global Advisors LLC50,510$361K0.1%-37.3%0.054%
2/7/2024 Counterpoint Mutual Funds LLC14,218$102K0.0%N/A0.015%
2/6/2024Swiss National Bank174,300$1.25M0.0%-9.5%0.186%
2/5/2024Victory Capital Management Inc.2,126,166$15.20M0.0%+4.0%2.270%
2/2/2024Truist Financial Corp181,987$1.30M0.0%-34.0%0.194%
2/2/2024Harvest Fund Management Co. Ltd19,870$142K0.0%+2,083.5%0.021%
2/1/2024New York State Common Retirement Fund46,100$330K0.0%-33.3%0.049%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 18,158$130K0.0%+32.7%0.019%
1/30/2024Strs Ohio135,660$969K0.0%-18.7%0.145%
1/25/2024 Allspring Global Investments Holdings LLC90,633$648K0.0%-70.5%0.097%
1/25/2024 International Assets Investment Management LLC53,625$383K0.0%+691.5%0.057%
1/25/2024 180 Wealth Advisors LLC50,121$352K0.1%+7.8%0.054%
1/24/2024 International Assets Investment Management LLC53,625$383K0.0%+691.5%0.057%
1/23/2024 Integrated Investment Consultants LLC3,590,891$25.68M4.3%0.0%3.834%
1/19/2024Quent Capital LLC13,401$96K0.0%+59.8%0.014%
1/19/2024Patriot Financial Group Insurance Agency LLC22,438$160K0.0%+10.5%0.024%
1/18/2024 Global Retirement Partners LLC15,000$107K0.0%N/A0.016%
1/16/2024HB Wealth Management LLC10,438$75K0.0%N/A0.011%
1/12/2024SG Americas Securities LLC18,066$129K0.0%N/A0.019%
1/9/2024 Wedmont Private Capital15,494$104K0.0%N/A0.017%
12/19/2023Public Employees Retirement System of Ohio37,804$183K0.0%-10.0%0.040%
12/18/2023Vanguard Group Inc.8,842,460$42.89M0.0%+0.3%9.442%
12/6/2023Citigroup Inc.37,986$184K0.0%-7.4%0.041%
11/15/2023AXQ Capital LP30,743$149K0.1%N/A0.033%
11/14/2023Corton Capital Inc.53,096$258K0.1%N/A0.057%
11/14/2023Sherbrooke Park Advisers LLC82,509$400K0.1%N/A0.088%
11/14/2023Trexquant Investment LP112,330$545K0.0%N/A0.120%
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11/13/2023Dark Forest Capital Management LP30,993$150K0.0%N/A0.033%
11/13/2023Aigen Investment Management LP74,269$360K0.1%N/A0.079%
11/13/2023FMR LLC6,077,084$29.47M0.0%+30.6%6.489%
11/13/2023PNC Financial Services Group Inc.366,554$1.78M0.0%+12.3%0.391%
11/8/2023Vanguard Personalized Indexing Management LLC11,337$55K0.0%-15.1%0.012%
11/8/2023Lebenthal Global Advisors LLC80,522$391K0.1%+43.2%0.086%
11/8/2023 Amalgamated Bank27,489$133K0.0%+87.0%0.030%
11/7/2023Quantbot Technologies LP38,266$186K0.0%+20.1%0.041%
11/7/2023Financial Counselors Inc.10,000$48K0.0%-20.8%0.011%
11/7/2023Barclays PLC31,422$152K0.0%-62.6%0.034%
11/6/2023Illinois Municipal Retirement Fund93,198$452K0.0%N/A0.100%
11/6/2023Victory Capital Management Inc.2,044,367$9.92M0.0%+18.7%2.196%
11/2/2023Olympiad Research LP30,102$146K0.1%N/A0.032%
11/1/2023 180 Wealth Advisors LLC46,515$226K0.1%+6.2%0.050%
10/27/2023 Allspring Global Investments Holdings LLC307,033$1.49M0.0%-58.3%0.330%
10/26/2023Strs Ohio166,918$809K0.0%+12.1%0.179%
10/24/2023Bank of New York Mellon Corp846,758$4.11M0.0%+1.8%0.909%
10/24/2023Cambridge Investment Research Advisors Inc.272,102$1.32M0.0%-47.7%0.292%
10/19/2023Simplicity Solutions LLC25,253$122K0.0%-10.5%0.027%
10/17/2023Newbridge Financial Services Group Inc.12,100$59K0.0%+12,000.0%0.013%
10/17/2023 Integrated Investment Consultants LLC3,592,568$17.42M5.4%+2,107.2%3.858%
10/13/2023Arkadios Wealth Advisors29,041$141K0.0%N/A0.031%
10/10/2023Fortem Financial Group LLC26,000$126K0.1%N/A0.028%
10/10/2023 Procyon Advisors LLC30,695$149K0.0%+48.4%0.033%
10/4/2023 International Assets Investment Management LLC6,775$32K0.0%N/A0.007%
8/23/2023CTC Alternative Strategies Ltd.10,200$57K0.1%N/A0.011%
8/11/2023Penserra Capital Management LLC44,504$249K0.0%-14.8%0.048%
8/8/2023Balboa Wealth Partners19,167$107K0.0%N/A0.021%
8/3/2023Bank of New York Mellon Corp832,135$4.66M0.0%+0.3%0.894%
8/1/2023Truist Financial Corp352,575$1.97M0.0%+1,532.3%0.379%
7/31/2023Strs Ohio148,923$833K0.0%-24.8%0.160%
7/27/2023Victory Capital Management Inc.1,722,346$9.65M0.0%-0.2%1.850%
7/26/2023Simplicity Solutions LLC28,229$158K0.0%+88.2%0.030%
7/25/2023 Raymond James & Associates17,873$100K0.0%-12.1%0.019%
7/24/2023 Allspring Global Investments Holdings LLC736,465$4.12M0.0%+1,688.7%0.791%
7/18/2023 Integrated Investment Consultants LLC162,767$911K0.3%N/A0.175%
7/18/2023 Allspring Global Investments Holdings LLC736,465$4.12M0.0%+1,688.7%0.791%
7/18/2023Rothschild Investment Corp IL42,900$240K0.0%-6.9%0.046%
7/17/2023Patriot Financial Group Insurance Agency LLC21,065$118K0.0%-9.0%0.023%
7/17/2023 Procyon Advisors LLC20,685$116K0.0%N/A0.022%
7/13/2023 Counterpoint Mutual Funds LLC43,447$243K0.2%N/A0.047%
7/13/2023HB Wealth Management LLC10,183$57K0.0%N/A0.011%
7/13/2023 Taylor & Morgan Wealth Management LLC29,048$163K0.1%+9.8%0.031%
7/13/2023Cambridge Investment Research Advisors Inc.520,248$2.91M0.0%-1.4%0.559%
5/16/2023Azora Capital LP819,060$4.02M0.6%N/A0.880%
5/16/2023Basswood Capital Management L.L.C.973,632$4.78M0.3%N/A1.046%
5/12/2023Clear Street Markets LLC9,200$45K0.0%-46.8%0.010%
5/12/2023Martingale Asset Management L P14,900$73K0.0%-14.9%0.016%
5/11/2023U.S. Capital Wealth Advisors LLC114,677$563K0.0%-50.2%0.123%
5/11/2023Cambridge Investment Research Advisors Inc.527,847$2.59M0.0%-7.4%0.567%
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5/10/2023Private Advisor Group LLC54,795$269K0.0%N/A0.059%
5/10/2023Vanguard Personalized Indexing Management LLC13,981$69K0.0%-32.1%0.015%
5/10/2023Islay Capital Management LLC135,133$664K0.6%N/A0.145%
5/9/2023Fidelis Capital Partners LLC17,183$100K0.0%N/A0.018%
5/5/2023Truist Financial Corp21,600$106K0.0%+9.6%0.023%
5/5/2023DDFG Inc17,102$84K0.0%N/A0.018%
5/5/2023Pitcairn Co.26,194$129K0.0%N/A0.028%
5/2/2023Easterly Investment Partners LLC24,090$118K0.0%N/A0.026%
5/2/2023Victory Capital Management Inc.1,726,341$8.48M0.0%+6,080.7%1.854%
5/2/2023Ieq Capital LLC10,438$51K0.0%N/A0.011%
(Data available from 1/1/2016 forward)

UWMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UWMC shares?

During the previous two years, 102 institutional investors and hedge funds held shares of UWM. The most heavily invested institutionals were Vanguard Group Inc. ($42.89M), FMR LLC ($29.47M), Integrated Investment Consultants LLC ($25.68M), Diameter Capital Partners LP ($17.65M), Victory Capital Management Inc. ($15.20M), Azora Capital LP ($6.71M), and Basswood Capital Management L.L.C. ($4.78M).Learn more on UWMC's institutional investors.

What percentage of UWM stock is owned by institutional investors?

53.59% of UWM stock is owned by institutional investors. Learn more on UWMC's institutional investor holdings.

Which institutional investors have been buying UWM stock?

Of the 86 institutional investors that purchased UWM stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Diameter Capital Partners LP ($7.96M), Integrated Investment Consultants LLC ($3.89M), Victory Capital Management Inc. ($2.10M), Azora Capital LP ($1.76M), Allspring Global Investments Holdings LLC ($1.43M), FMR LLC ($1.42M), and Basswood Capital Management L.L.C. ($1.07M).

How much institutional buying is happening at UWM?

Institutional investors have bought a total of 24,522,053 shares in the last 24 months. This purchase volume represents approximately $117.32M in transactions.

Which UWM major shareholders have been selling company stock?

Of the 36 institutional investors that sold UWM stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Diameter Capital Partners LP ($2.97M), Allspring Global Investments Holdings LLC ($662.78K), Ergoteles LLC ($356.81K), Cambridge Investment Research Advisors Inc. ($301.92K), U.S. Capital Wealth Advisors LLC ($268.95K), New York State Common Retirement Fund ($173.87K), and Lebenthal Global Advisors LLC ($165.86K).

How much institutional selling is happening at UWM?

Institutional investors have sold a total of 5,731,579 shares in the last 24 months. This volume of shares sold represents approximately $23.12M in transactions.


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This page (NYSE:UWMC) was last updated on 4/25/2024 by MarketBeat.com Staff

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