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UWM (UWMC) Institutional Ownership

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$1.60 -0.04 (-2.15%)
Closing price 08/14/2026 03:59 PM Eastern
Extended Trading
$1.61 +0.01 (+0.69%)
As of 08/14/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
178
Total
Institutional Inflows
(last 12 months)
$501.09M
Number of
Institutional Sellers
(last 12 months)
72
Total
Institutional Outflows
(last 12 months)
$170.87M
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Skip Chart & View Institutional Buying and Selling Data

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
8/8/2026 Meeder Advisory Services Inc.10,786$25K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp2,005,793$4.59M0.0%N/A0.125%
7/10/2026 Handelsbanken Fonder AB119,100$273K0.0%-15.8%0.007%
7/8/2026 FNY Investment Advisers LLC302,000$691K0.2%+5.5%0.019%
7/7/2026 180 Wealth Advisors LLC482,521$1.11M0.1%+62.0%0.030%
7/7/2026 CoreCap Advisors LLC51,332$118K0.0%+2,453.8%0.003%
6/3/2026 Parallel 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%
5/19/2026 Bull 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 Company 50,829$184K0.0%N/A0.003%
5/16/2026 Quantinno 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%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund316,981$1.15M0.0%N/A0.020%
5/14/2026 Renaissance 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%
5/14/2026 State of Wyoming21,786$79K0.0%-68.6%0.001%
5/13/2026 Cetera Investment Advisers159,891$579K0.0%+6.0%0.010%
5/13/2026 Signature Equity Partners LLC925,864$3.35M1.8%+20.5%0.058%
5/13/2026 First Trust Advisors LP812,854$2.94M0.0%-81.6%0.051%
5/7/2026 Dimensional Fund Advisors LP146,824$532K0.0%+164.5%0.009%
5/7/2026 Parallel Advisors LLC24,617$89K0.0%-35.5%0.002%
5/7/2026 Spartan Wealth Advisory Services LLC108,171$392K0.0%N/A0.007%
5/5/2026 Bank of New York Mellon Corp1,996,382$7.23M0.0%-9.9%0.125%
5/5/2026 Sanctuary Advisors LLC11,234$41K0.0%-31.5%0.001%
5/4/2026 Chicago Partners Investment Group LLC11,139$41K0.0%-31.7%0.001%
5/1/2026 180 Wealth Advisors LLC297,827$1.08M0.1%+87.2%0.019%
5/1/2026 Fifth Third Bancorp11,422$41K0.0%N/A0.001%
5/1/2026 Sequoia Financial Advisors LLC31,152$113K0.0%N/A0.002%
4/30/2026Hsbc Holdings PLC128,656$457K0.0%+222.5%0.008%
4/28/2026 Ascentis Independent Advisors72,822$264K0.0%N/A0.005%
4/28/2026 Cherokee Insurance Co41,000$148K0.1%+156.3%0.003%
4/27/2026 HB Wealth Management LLC28,068$102K0.0%+60.8%0.002%
4/27/2026 Baer Investment Advisory LLC25,453$92K0.0%N/A0.002%
4/25/2026 Keybank National Association OH23,629$86K0.0%N/A0.001%
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4/25/2026 Sage Investment Counsel LLC17,000$62K0.1%N/A0.001%
4/23/2026 Inspire Investing LLC253,763$919K0.1%-1.5%0.016%
4/22/2026 Patriot Financial Group Insurance Agency LLC57,684$209K0.0%+203.6%0.004%
4/17/2026 Krilogy Financial LLC15,059$56K0.0%-47.2%0.001%
3/20/2026Hsbc Holdings PLC39,891$174K0.0%-48.9%0.002%
3/9/2026 Corient 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%
3/3/2026 Caitong 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%
2/23/2026 Virtu Financial LLC410,785$1.80M0.1%N/A0.026%
2/19/2026Invesco Ltd.1,498,979$6.57M0.0%+504.1%0.094%
2/19/2026 Corient Private Wealth LLC103,471$453K0.0%+258.0%0.006%
2/18/2026 Mercer Global Advisors Inc. ADV126,251$553K0.0%+78.3%0.008%
2/18/2026 Vident Advisory LLC70,945$311K0.0%-6.9%0.004%
2/18/2026Beacon Pointe Advisors LLC22,858$100K0.0%N/A0.001%
2/18/2026 Delta Global Management LP1,181,999$5.18M0.2%+24.9%0.074%
2/18/2026 NewEdge Advisors LLC12,075$53K0.0%+4,212.5%0.001%
2/18/2026XTX Topco Ltd607,856$2.66M0.1%+214.3%0.038%
2/18/2026 nVerses 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%
2/18/2026 Quadrature Capital Ltd565,925$2.48M0.0%N/A0.035%
2/18/2026Millennium Management LLC4,408,666$19.31M0.0%-27.9%0.276%
2/18/2026 Inspire Investing LLC257,519$1.13M0.1%+23.6%0.016%
2/18/2026Governors Lane LP2,000,000$8.76M0.5%N/A0.125%
2/18/2026 Evolve 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%
2/17/2026AQR Capital Management LLC4,258,804$18.61M0.0%+93.7%0.266%
2/17/2026 Abel 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%
2/17/2026 Jump 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%
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2/17/2026 Russell Investments Group Ltd.68,528$300K0.0%+11.2%0.004%
2/17/2026Atom Investors LP219,313$961K0.1%N/A0.014%
2/17/2026State of Wisconsin Investment Board201,614$883K0.0%+1,194.7%0.013%
2/17/2026Platinum Equity LLC2,990,201$13.10M37.6%-56.7%0.187%
2/17/2026 Captrust Financial Advisors176,023$771K0.0%+131.7%0.011%
2/17/2026ExodusPoint Capital Management LP3,230,959$14.15M0.1%+1,279.1%0.202%
2/17/2026Royal Bank of Canada65,583$287K0.0%-92.9%0.004%
2/17/2026 Delta Global Management LP1,181,999$5.18M0.2%+24.9%0.074%
2/17/2026 Brooklands Fund Management Ltd554,900$2.43M0.3%N/A0.035%
2/16/2026Squarepoint Ops LLC98,585$432K0.0%-79.8%0.006%


UWMC Institutional Ownership - Frequently Asked Questions

During the previous two years, 287 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 260 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 103,998,619 shares in the last 24 months. This purchase volume represents approximately $501.09M in transactions.

Of the 68 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 36,165,500 shares in the last 24 months. This volume of shares sold represents approximately $170.87M in transactions.


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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 8/8/2026. New 13F filings are added each quarter as they're published.
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