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UWM (UWMC) Institutional Ownership

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$3.43 -0.11 (-3.14%)
Closing price 03:59 PM Eastern
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$3.45 +0.02 (+0.61%)
As of 06:12 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)
200
Total
Institutional Inflows
(last 12 months)
$588.41M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$173.35M
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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
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%
5/1/2026 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%
4/30/2026 Hsbc 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%
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%
3/20/2026 Hsbc 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%
2/18/2026 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%
2/17/2026Jump 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%
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%
2/16/2026Basswood Capital Management L.L.C.1,926,407$8.44M0.3%-9.6%0.120%
2/16/2026Alamea Verwaltungs GmbH51,912$227K0.2%-4.7%0.003%
2/13/2026 Kestra Advisory Services LLC12,475$55K0.0%-19.1%0.001%
2/13/2026Marshall Wace LLP1,280,904$5.61M0.0%+746.4%0.080%
2/13/2026Formula Growth Ltd.125,000$548K0.2%N/A0.008%
2/13/2026Stifel Financial Corp12,609$55K0.0%N/A0.001%
2/13/2026Hudson Bay Capital Management LP1,036,348$4.54M0.0%N/A0.065%
2/13/2026Quarry LP6,879$30K0.0%-56.8%0.000%
2/13/2026Bank of Nova Scotia24,385$107K0.0%+69.2%0.002%
2/13/2026First Trust Advisors LP4,407,036$19.30M0.0%N/A0.275%
2/13/2026Integrated Wealth Concepts LLC13,433$59K0.0%N/A0.001%
2/13/2026SG Capital Management LLC432,595$1.90M0.2%N/A0.027%
2/13/2026Charles Schwab Investment Management Inc.1,458,232$6.39M0.0%+16.6%0.091%
2/13/2026State Street Corp3,111,578$13.90M0.0%+20.1%0.194%
2/13/2026Ieq Capital LLC558,160$2.45M0.0%+277.6%0.035%
2/13/2026Caitong International Asset Management Co. Ltd10,503$46K0.1%+1,338.8%0.001%
2/13/2026Wells Fargo & Company MN180,453$790K0.0%-52.4%0.011%
2/12/2026DRW Securities LLC77,063$338K0.0%+190.6%0.005%
2/12/2026MetLife Investment Management LLC2,647,242$11.60M0.1%+10.4%0.165%
2/12/2026 Commonwealth Equity Services LLC13,818$61K0.0%-20.4%0.001%
2/12/2026Renaissance Technologies LLC4,926,884$21.58M0.0%N/A0.308%
2/12/2026Dimensional Fund Advisors LP55,509$243K0.0%+4.4%0.003%


UWMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UWMC shares?

During the previous two years, 282 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), Bank of America Corp DE ($32.15M), 683 Capital Management LLC ($30.88M), and Two Sigma Investments LP ($30.38M).Learn more on UWM's institutional investors.

What percentage of UWM's stock is owned by institutional investors?

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

Which institutional investors have been buying UWM's stock?

Of the 256 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), Vanguard Group Inc. ($5.90M), Tudor Investment Corp ET AL ($5.47M), Integrated Investment Consultants LLC ($5.39M), and Renaissance Technologies LLC ($5.13M).

How much institutional buying is happening at UWM?

Institutional investors have bought a total of 121,838,475 shares in the last 24 months. This purchase volume represents approximately $588.41M in transactions.

Which of UWM's major shareholders have been selling company stock?

Of the 75 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), EMG Holdings L.P. ($3.21M), Goldman Sachs Group Inc. ($3.12M), Holocene Advisors LP ($2.57M), and Millennium Management LLC ($1.71M).

How much institutional selling is happening at UWM?

Institutional investors have sold a total of 35,194,581 shares in the last 24 months. This volume of shares sold represents approximately $172.56M in transactions.


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