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UWM (UWMC) Institutional Ownership

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$2.16 -0.01 (-0.23%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$2.16 0.00 (0.00%)
As of 07/2/2026 07:57 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)
199
Total
Institutional Inflows
(last 12 months)
$580.89M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$183.29M
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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
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 Company 50,829$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%
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%
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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%
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%
2/17/2026Russell 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%
2/17/2026Captrust 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%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
2/17/2026Royal Bank of Canada65,583$287K0.0%-92.9%0.004%
2/17/2026Delta Global Management LP1,181,999$5.18M0.2%+24.9%0.074%
2/17/2026Brooklands Fund Management Ltd554,900$2.43M0.3%N/A0.035%
2/16/2026Squarepoint Ops LLC98,585$432K0.0%-79.8%0.006%
2/16/2026Verition Fund Management LLC198,660$870K0.0%-37.9%0.012%
2/16/2026Mariner LLC328,340$1.44M0.0%+93.3%0.021%
2/16/2026NFJ Investment Group LLC1,181,738$5.18M0.2%N/A0.074%
2/16/2026Jacobs Asset Management LLC259,000$1.13M0.6%N/A0.016%
2/16/2026Arax Advisory Partners34,204$150K0.0%-14.1%0.002%
2/16/2026Barclays PLC485,832$2.13M0.0%+371.2%0.030%


UWMC Institutional Ownership - Frequently Asked Questions

During the previous two years, 286 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 261 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 122,207,950 shares in the last 24 months. This purchase volume represents approximately $580.89M in transactions.

Of the 77 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), Holocene Advisors LP ($2.57M), and Goldman Sachs Group Inc. ($2.38M).

Institutional investors have sold a total of 39,148,586 shares in the last 24 months. This volume of shares sold represents approximately $183.29M in transactions.


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This page (NYSE:UWMC) was last updated on 7/5/2026 by MarketBeat.com Staff.
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