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UWM (UWMC) Institutional Ownership

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$1.16 +0.16 (+15.35%)
Closing price 03:59 PM Eastern
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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)
175
Total
Institutional Inflows
(last 12 months)
$504.10M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$171.41M
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UWMC Institutional Buying and Selling by Quarter

UWM Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2026Taylor & Morgan Wealth Management LLC58,159$69K0.0%+59.8%0.004%
10/9/2026Wedmont Private Capital76,926$84K0.0%+270.4%0.005%
9/9/2026WINTON GROUP Ltd275,000$630K0.0%-58.3%0.017%
9/9/2026Engineers Gate Manager LP643,332$1.47M0.0%N/A0.040%
9/9/2026Squarepoint Ops LLC1,774,823$4.06M0.0%+179.6%0.111%
9/8/2026Arizona State Retirement System85,729$196K0.0%+56.4%0.005%
8/27/2026Corient Private Wealth LP149,260$342K0.0%+222.5%0.009%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al13,200$30K0.0%N/A0.001%
8/21/2026Secure Asset Management LLC13,236$30K0.0%N/A0.001%
8/18/2026Public Employees Retirement System of Ohio79,069$181K0.0%N/A0.005%
8/8/2026Meeder Advisory Services Inc.10,786$25K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp2,005,793$4.59M0.0%N/A0.125%
7/10/2026Handelsbanken Fonder AB119,100$273K0.0%-15.8%0.007%
7/8/2026FNY Investment Advisers LLC302,000$691K0.2%+5.5%0.019%
7/7/2026180 Wealth Advisors LLC482,521$1.11M0.1%+62.0%0.030%
7/7/2026CoreCap Advisors LLC51,332$118K0.0%+2,453.8%0.003%
6/3/2026Parallel Advisors LLC24,617$89K0.0%-35.5%0.002%
6/1/2026Integrated Investment Consultants LLC5,371,664$19.45M4.1%+0.5%0.336%
5/19/2026Bank of America Corp DE6,969,809$25.23M0.0%+127.4%0.436%
5/19/2026Bull Harbor Capital LLC12,524$45K0.0%N/A0.001%
5/18/2026California State Teachers Retirement System233,017$844K0.0%+24.3%0.015%
5/18/2026Royal Bank of Canada54,895$199K0.0%-16.3%0.003%
5/16/2026The Manufacturers Life Insurance Company50,829$184K0.0%N/A0.003%
5/16/2026Quantinno Capital Management LP119,730$433K0.0%-80.4%0.007%
5/16/2026SummitTX Capital L.P.15,475$56K0.0%N/A0.001%
5/15/2026Corsair Capital Management L.P.115,000$416K0.1%N/A0.007%
5/15/2026North Reef Capital Management LP353,429$1.28M0.0%N/A0.022%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund316,981$1.15M0.0%N/A0.020%
5/14/2026Renaissance Technologies LLC3,537,500$12.81M0.0%-28.2%0.221%
5/14/2026Public Employees Retirement System of Ohio65,035$235K0.0%+26.5%0.004%
5/14/2026Sei Investments Co.21,238$77K0.0%-88.0%0.001%
5/14/2026State of Wyoming21,786$79K0.0%-68.6%0.001%
5/13/2026Cetera Investment Advisers159,891$579K0.0%+6.0%0.010%
5/13/2026Signature Equity Partners LLC925,864$3.35M1.8%+20.5%0.058%
5/13/2026First Trust Advisors LP812,854$2.94M0.0%-81.6%0.051%
5/7/2026Dimensional Fund Advisors LP146,824$532K0.0%+164.5%0.009%
5/7/2026Parallel Advisors LLC24,617$89K0.0%-35.5%0.002%
5/7/2026Spartan Wealth Advisory Services LLC108,171$392K0.0%N/A0.007%
5/5/2026Bank of New York Mellon Corp1,996,382$7.23M0.0%-9.9%0.125%
5/5/2026Sanctuary Advisors LLC11,234$41K0.0%-31.5%0.001%
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5/4/2026Chicago Partners Investment Group LLC11,139$41K0.0%-31.7%0.001%
5/1/2026180 Wealth Advisors LLC297,827$1.08M0.1%+87.2%0.019%
5/1/2026Fifth Third Bancorp11,422$41K0.0%N/A0.001%
5/1/2026Sequoia Financial Advisors LLC31,152$113K0.0%N/A0.002%
4/30/2026Hsbc Holdings PLC128,656$457K0.0%+222.5%0.008%
4/28/2026Ascentis Independent Advisors72,822$264K0.0%N/A0.005%
4/28/2026Cherokee Insurance Co41,000$148K0.1%+156.3%0.003%
4/27/2026HB Wealth Management LLC28,068$102K0.0%+60.8%0.002%
4/27/2026Baer Investment Advisory LLC25,453$92K0.0%N/A0.002%
4/25/2026Keybank National Association OH23,629$86K0.0%N/A0.001%
4/25/2026Sage Investment Counsel LLC17,000$62K0.1%N/A0.001%
4/23/2026Inspire Investing LLC253,763$919K0.1%-1.5%0.016%
4/22/2026Patriot Financial Group Insurance Agency LLC57,684$209K0.0%+203.6%0.004%
4/17/2026Krilogy Financial LLC15,059$56K0.0%-47.2%0.001%
3/20/2026Hsbc Holdings PLC39,891$174K0.0%-48.9%0.002%
3/9/2026Corient Private Wealth LLC103,471$453K0.0%+258.0%0.006%
3/3/2026Integrated Investment Consultants LLC5,344,985$23.41M4.6%-0.2%0.334%
3/3/2026Caitong International Asset Management Co. Ltd12,191$53K0.0%+1,570.0%0.001%
2/26/2026Alpine Global Management LLC35,491$155K0.0%-69.5%0.002%
2/23/2026Kera Capital Partners Inc.10,785$47K0.0%N/A0.001%
2/23/2026Virtu Financial LLC410,785$1.80M0.1%N/A0.026%
2/19/2026Invesco Ltd.1,498,979$6.57M0.0%+504.1%0.094%
2/19/2026Corient Private Wealth LLC103,471$453K0.0%+258.0%0.006%
2/18/2026Mercer Global Advisors Inc. ADV126,251$553K0.0%+78.3%0.008%
2/18/2026Vident Advisory LLC70,945$311K0.0%-6.9%0.004%
2/18/2026Beacon Pointe Advisors LLC22,858$100K0.0%N/A0.001%
2/18/2026Delta Global Management LP1,181,999$5.18M0.2%+24.9%0.074%
2/18/2026NewEdge Advisors LLC12,075$53K0.0%+4,212.5%0.001%
2/18/2026XTX Topco Ltd607,856$2.66M0.1%+214.3%0.038%
2/18/2026nVerses Capital LLC46,915$205K0.5%N/A0.003%
2/18/2026VARCOV Co.224,468$983K0.4%N/A0.014%
2/18/2026Voloridge Investment Management LLC28,031$123K0.0%-80.7%0.002%
2/18/2026Wellington Management Group LLP38,199$167K0.0%N/A0.002%
2/18/2026Tudor Investment Corp ET AL3,426,443$15.01M0.0%+70.5%0.214%
2/18/2026Prana Capital Management LP442,651$1.94M0.1%+3,363.9%0.028%
2/18/2026Quadrature Capital Ltd565,925$2.48M0.0%N/A0.035%
2/18/2026Millennium Management LLC4,408,666$19.31M0.0%-27.9%0.276%
2/18/2026Inspire Investing LLC257,519$1.13M0.1%+23.6%0.016%
2/18/2026Governors Lane LP2,000,000$8.76M0.5%N/A0.125%
2/18/2026Evolve Private Wealth LLC11,869$53K0.0%N/A0.001%
2/18/2026Engineers Gate Manager LP166,688$730K0.0%N/A0.010%
2/18/2026Clayton Partners LLC60,000$263K0.2%N/A0.004%
2/18/2026Concentric Capital Strategies LP2,251,999$9.86M0.5%+507.8%0.141%
2/18/2026Balyasny Asset Management L.P.1,166,753$5.11M0.0%-70.4%0.073%
2/18/2026Azora Capital LP11,296,053$49.48M3.1%+230.8%0.706%
2/18/2026Boothbay Fund Management LLC21,619$95K0.0%-98.0%0.001%
2/18/2026Alight Capital Management LP800,000$3.50M0.9%+23.1%0.050%
2/18/2026683 Capital Management LLC7,050,518$30.88M1.3%-4.7%0.441%
2/17/2026Schonfeld Strategic Advisors LLC299,429$1.31M0.0%+95.5%0.019%
2/17/2026PDT Partners LLC947,675$4.15M0.3%+114.2%0.059%
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2/17/2026AQR Capital Management LLC4,258,804$18.61M0.0%+93.7%0.266%
2/17/2026Abel Hall LLC36,312$159K0.0%N/A0.002%
2/17/2026Maple Rock Capital Partners Inc.2,204,100$9.65M0.3%-7.0%0.138%
2/17/2026Equitable Holdings Inc.18,532$81K0.0%-21.4%0.001%
2/17/2026Trexquant Investment LP1,314,225$5.76M0.1%+47.3%0.082%
2/17/2026Jump Financial LLC391,978$1.72M0.0%-64.2%0.025%
2/17/2026Price T Rowe Associates Inc. MD78,306$343K0.0%+16.1%0.005%
2/17/2026Weiss Asset Management LP19,331$85K0.0%N/A0.001%
2/17/2026Public Employees Retirement System of Ohio51,423$225K0.0%+4.9%0.003%
2/17/2026California State Teachers Retirement System187,502$821K0.0%+17.2%0.012%


UWMC Institutional Ownership - Frequently Asked Questions

During the previous two years, 289 institutional investors and hedge funds held shares of UWM. The most heavily invested institutionals were FMR LLC ($87.06M), Vanguard Group Inc. ($83.04M), Azora Capital LP ($49.48M), Brandes Investment Partners LP ($45.87M), 683 Capital Management LLC ($30.88M), Two Sigma Investments LP ($30.38M), and Bank of America Corp DE ($25.23M).Learn more on UWM's institutional investors.

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

Of the 263 institutional investors that purchased UWM's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Azora Capital LP ($11.30M), Brandes Investment Partners LP ($10.47M), First Trust Advisors LP ($8.96M), Bank of America Corp DE ($7.25M), Vanguard Group Inc. ($5.90M), Tudor Investment Corp ET AL ($5.47M), and Integrated Investment Consultants LLC ($5.41M).

Institutional investors have bought a total of 105,816,595 shares in the last 24 months. This purchase volume represents approximately $504.10M in transactions.

Of the 66 institutional investors that sold UWM's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Integrated Investment Consultants LLC ($4.85M), Balyasny Asset Management L.P. ($4.82M), Platinum Equity LLC ($3.92M), First Trust Advisors LP ($3.59M), EMG Holdings L.P. ($3.21M), Goldman Sachs Group Inc. ($2.38M), and Millennium Management LLC ($1.71M).

Institutional investors have sold a total of 36,483,277 shares in the last 24 months. This volume of shares sold represents approximately $171.41M in transactions.



Institutional ownership data for NYSE:UWMC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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