IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

UWM Holdings Corp (UWMC)

CUSIP: 91823B109 | NYSE | Financial Services · Mortgage Finance | Mid Cap | 720 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFMR LLC40,412,62011.2%New 5%+ stakeOct 30, 202630,457,810 sh (Jun 30, 2026)
13GOCO Capital GP LLC22,000,0006.4%New 5%+ stakeSep 24, 2026No 13F filer matched
13D/AMat Ishbia
with SFS Holding Corp., SFS Capital Group, LLC
1,297,097,11579.4%+26,379,983Aug 5, 2026No 13F filer matched
13GThe Goldman Sachs Group, Inc.17,398,2885.1%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AFMR LLC40,412,620
11.2% of class · Oct 30, 2026New 5%+ stake
30,457,810 sh (Jun 30, 2026)
13GOCO Capital GP LLC22,000,000
6.4% of class · Sep 24, 2026New 5%+ stake
No 13F filer matched
13D/AMat Ishbia1,297,097,115
79.4% of class · Aug 5, 2026+26,379,983
with SFS Holding Corp., SFS Capital Group, LLC
No 13F filer matched
13GThe Goldman Sachs Group, Inc.17,398,288
5.1% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Geode Capital Management, LLC6,823,367
0.0% of portfolio›$8.1M
Creative Planning2,366,048
0.0% of portfolio›$2.8M
Signature Equity Partners, LLC1,328,488
0.5% of portfolio›$1.6M
Pacific Capital Wealth Advisors, Inc.1,080,000
0.2% of portfolio›$1.3M
180 Wealth Advisors, LLC1,005,130
0.1% of portfolio›$1.2M
Dymon Asia Capital (Singapore) Pte. Ltd.967,800
0.1% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.882,459
0.0% of portfolio›$1.0K
Carrera Capital Advisors850,185
0.1% of portfolio›$1.0M
Dimensional Fund Advisors LP611,188
0.0% of portfolio›$721.6K
Bank of New York Mellon Corp604,724
0.0% of portfolio›$713.6K
Wolverine Asset Management LLC455,059
0.0% of portfolio›$537.0K
Caitong International Asset Management Co., Ltd357,721
0.0% of portfolio›$422.1K
Russell Investments Group, Ltd.278,659
0.0% of portfolio›$328.8K
US Bancorp \de\264,167
0.0% of portfolio›$311.7K
Lebenthal Global Advisors, LLC220,158
0.0% of portfolio›$259.8K
Ascentis Independent Advisors185,623
0.0% of portfolio›$219.0K
Signaturefd, LLC179,467
0.0% of portfolio›$211.8K
Vise Technologies, Inc.159,531
0.0% of portfolio›$188.2K
111 Capital147,887
0.0% of portfolio›$174.5K
LPL Financial LLC138,966
0.0% of portfolio›$164.0K
Barclays PLC134,522
0.0% of portfolio›$158.7K
Oak Thistle LLC132,958
0.0% of portfolio›$156.9K
Prospera Financial Services Inc121,558
0.0% of portfolio›$190.8K
Harbor Capital Advisors, Inc.116,996
0.0% of portfolio›$138
Parallel Advisors, LLC116,485
0.0% of portfolio›$137.5K
Elevation Point Wealth Partners, LLC105,059
0.0% of portfolio›$124.0K
Fulcrum Asset Management LLP99,562
0.0% of portfolio›$123.5K
Salzhauer Michael96,253
0.0% of portfolio›$113.6K
Arizona State Retirement System93,203
0.0% of portfolio›$110.0K
LBP AM SA77,390
0.0% of portfolio›$91.3K
Wedmont Private Capital76,926
0.0% of portfolio›$83.8K
Imc-Chicago, LLC71,211
0.0% of portfolio›$84.0K
Cherokee Insurance Co66,000
0.0% of portfolio›$77.9K
Taylor & Morgan Wealth Management, LLC58,159
0.0% of portfolio›$68.6K
Quadrant Capital Group LLC52,333
0.0% of portfolio›$53.9K
CoreCap Advisors, LLC51,332
0.0% of portfolio›$60.6K
Simplex Trading, LLC49,756
0.0% of portfolio›$58.7K
Citizens Financial Group Inc44,884
0.0% of portfolio›$53.0K
Wealth Enhancement Advisory Services, LLC44,157
0.0% of portfolio›$48.1K
Evergreen Capital Management LLC38,957
0.0% of portfolio›$46.0K
PNC Financial Services Group, Inc.34,957
0.0% of portfolio›$41.2K
Mission Financial Group, LLC33,179
0.0% of portfolio›$39.2K
HUB Investment Partners, LLC32,445
0.0% of portfolio›$38.3K
Pictet Asset Management Holding SA31,338
0.0% of portfolio›$37.0K
Citigroup Inc31,057
0.0% of portfolio›$36.6K
Virginia Retirement Systems ET Al29,700
0.0% of portfolio›$35.0K
Y-Intercept (Hong Kong) Ltd29,001
0.0% of portfolio›$34.2K
CWA Asset Management Group, LLC28,775
0.0% of portfolio›$34.0K
Allspring Global Investments Holdings, LLC28,647
0.0% of portfolio›$35.2K
FNY Investment Advisers, LLC27,161
0.0% of portfolio›$32
Heirloom Wealth Management25,800
0.0% of portfolio›$30.4K
MGO One Seven LLC25,485
0.0% of portfolio›$30.1K
Amundi24,570
0.0% of portfolio›$29.0K
Third View Private Wealth, LLC23,775
0.0% of portfolio›$28.1K
Ddfg, Inc22,447
0.0% of portfolio›$26.5K
R Squared Ltd22,199
0.0% of portfolio›$26.2K
Xponance LLC22,000
0.0% of portfolio›$26.0K
Affinity Capital Advisors, LLC21,098
0.0% of portfolio›$22.8K
Wealthcare Advisory Partners LLC20,733
0.0% of portfolio›$24.5K
Kestra Advisory Services, LLC20,231
0.0% of portfolio›$23.9K
Mariner Investment Group LLC20,000
0.0% of portfolio›$23.6K
Nations Financial Group Inc,20,000
0.0% of portfolio›$23.6K
Tennessee Valley Asset Management Partners18,871
0.0% of portfolio›$22.3K
Simplicity Wealth,LLC18,367
0.0% of portfolio›$21.7K
Visionary Horizons, LLC17,921
0.0% of portfolio›$21.1K
Swiss Life Asset Management Ltd17,077
0.0% of portfolio›$20.2K
Old Port Advisors16,972
0.0% of portfolio›$20.0K
Resonant Capital Advisors, LLC15,885
0.0% of portfolio›$18.7K
Alpha Zero LLC15,600
0.0% of portfolio›$18.4K
Gamma Investing LLC15,002
0.0% of portfolio›$17.7K
Financial Planning Navigators Corp14,512
0.0% of portfolio›$17.1K
Mather Group, Llc.14,450
0.0% of portfolio›$17.1K
Prime Capital Investment Advisors, LLC14,412
0.0% of portfolio›$17.0K
LJI Wealth Management, LLC13,500
0.0% of portfolio›$15.9K
Amalgamated Bank13,187
0.0% of portfolio›$16
Secure Asset Management, LLC12,539
0.0% of portfolio›$14.8K
Capital Investment Advisors, LLC12,195
0.0% of portfolio›$14.4K
Abacus Wealth Partners, LLC12,060
0.0% of portfolio›$14.2K
Vima LLC11,851
0.0% of portfolio›$14.0K
Quadrant Private Wealth Management, LLC11,049
0.0% of portfolio›$13.0K
Archer Investment Management, LLC11,036
0.0% of portfolio›$13.0K
Farther Finance Advisors, LLC10,823
0.0% of portfolio›$12.8K
SkyOak Wealth, LLC10,010
0.0% of portfolio›$11.8K
M Holdings Securities, Inc.10,000
0.0% of portfolio›$12
Warberg Asset Management LLC10,000
0.0% of portfolio›$11.8K
Falcon Wealth Planning10,000
0.0% of portfolio›$11.8K
Parkside Financial Bank & Trust9,613
0.0% of portfolio›$11.3K
Allworth Financial LP7,541
0.0% of portfolio›$17.3K
Sterling Capital Management LLC7,226
0.0% of portfolio›$8.5K
Center for Financial Planning, Inc.4,262
0.0% of portfolio›$5.0K
EverSource Wealth Advisors, LLC4,258
0.0% of portfolio›$5.0K
Nova Financial LLC4,162
0.0% of portfolio›$4.9K
Strs Ohio3,991
0.0% of portfolio›$4.7K
Clearstead Advisors, LLC2,526
0.0% of portfolio›$3.0K
SBI Securities Co., Ltd.2,201
0.0% of portfolio›$2.6K
Triumph Capital Management2,000
0.0% of portfolio›$2.4K
Coston, McIsaac & Partners1,502
0.0% of portfolio›$1.8K
Cedar Mountain Advisors, LLC1,350
0.0% of portfolio›$1.6K
Dhjj Financial Advisors, Ltd.1,149
0.0% of portfolio›$1.4K
Physician Wealth Advisors, Inc.1,007
0.0% of portfolio›$1.2K
Spire Wealth Management1,000
0.0% of portfolio›$1.2K
Kingdom Financial Group Llc.909
0.0% of portfolio›$1.1K
MV Capital Management, Inc.467
0.0% of portfolio›$552
Elyxium Wealth, LLC442
0.0% of portfolio›$522
Plante Moran Financial Advisors, LLC408
0.0% of portfolio›$481
Bell Investment Advisors, Inc351
0.0% of portfolio›$415
Bare Financial Services, Inc304
0.0% of portfolio›$359
Silver Grove Financial Group, Inc.219
0.0% of portfolio›$258
Fifth Third Bancorp211
0.0% of portfolio›$249
Tradewinds Capital Management, LLC200
0.0% of portfolio›$236
Covestor Ltd168
0.0% of portfolio›$0
Ascentis Wealth Management, LLC120
0.0% of portfolio›$141
TD Waterhouse Canada Inc.90
0.0% of portfolio›$109
Trust Co67
0.0% of portfolio›$79
Blue Trust, Inc.31
0.0% of portfolio›$36
IFP Advisors, Inc26
0.0% of portfolio›$31
Nisa Investment Advisors, LLC10
0.0% of portfolio›$12
Root Financial Partners, LLC4
0.0% of portfolio›$5
Larson Financial Group LLC3
0.0% of portfolio›$3
MassMutual Private Wealth & Trust, FSB0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Geode Capital Management, LLC
6,823,367$8.1M0.0%IndexVery LowBoston, MA2026-11-06
Creative Planning
2,366,048$2.8M0.0%IndexVery LowOverland Park, KS2026-11-02
Signature Equity Partners, LLC
1,328,488$1.6M0.5%GrowthMediumColumbus, OH2026-10-29
Pacific Capital Wealth Advisors, Inc.
1,080,000$1.3M0.2%ETFLowCorona, CA2026-10-22
180 Wealth Advisors, LLC
1,005,130$1.2M0.1%CoreLowFederal Way, WA2026-11-03
Dymon Asia Capital (Singapore) Pte. Ltd.
967,800$1.1M0.1%GARPVery HighSingapore, Turkey2026-11-04
Cambridge Investment Research Advisors, Inc.
882,459$1.0K0.0%ETFLowFairfield, IA2026-11-02
Carrera Capital Advisors
850,185$1.0M0.1%ETFMediumTroy, MI2026-11-03
Dimensional Fund Advisors LP
611,188$721.6K0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
604,724$713.6K0.0%CoreLowNew York, NY2026-11-05
Wolverine Asset Management LLC
455,059$537.0K0.0%Deep ValueVery HighChicago, IL2026-11-02
Caitong International Asset Management Co., Ltd
357,721$422.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Russell Investments Group, Ltd.
278,659$328.8K0.0%CoreLowSeattle, WA2026-11-06
US Bancorp \de\
264,167$311.7K0.0%IndexLowMinneapolis, MN2026-11-05
Lebenthal Global Advisors, LLC
220,158$259.8K0.0%ETFMediumHauppauge, NY2026-10-28
Ascentis Independent Advisors
185,623$219.0K0.0%ETFLowDallas, TX2026-11-03
Signaturefd, LLC
179,467$211.8K0.0%IndexLowAtlanta, GA2026-10-23
Vise Technologies, Inc.
159,531$188.2K0.0%IndexLowNew York, NY2026-10-29
111 Capital
147,887$174.5K0.0%CoreVery HighParis, India2026-11-03
LPL Financial LLC
138,966$164.0K0.0%IndexVery LowFort Mill, SC2026-11-06
Barclays PLC
134,522$158.7K0.0%CoreMediumLondon, United Kingdom2026-11-06
Oak Thistle LLC
132,958$156.9K0.0%ValueVery HighNew York, NY2026-10-21
Prospera Financial Services Inc
121,558$190.8K0.0%CoreMediumDallas, TX2026-11-04
Harbor Capital Advisors, Inc.
116,996$1380.0%ValueHighChicago, IL2026-10-22
Parallel Advisors, LLC
116,485$137.5K0.0%IndexLowSan Francisco, CA2026-11-03
Elevation Point Wealth Partners, LLC
105,059$124.0K0.0%CoreHighDenver, CO2026-11-05
Fulcrum Asset Management LLP
99,562$123.5K0.0%CoreMediumLondon, United Kingdom2026-11-04
Salzhauer Michael
96,253$113.6K0.0%GARPLowNew York, NY2026-10-28
Arizona State Retirement System
93,203$110.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
LBP AM SA
77,390$91.3K0.0%GrowthMediumParis, India2026-11-06
Wedmont Private Capital
76,926$83.8K0.0%IndexVery LowWest Chester, PA2026-10-09
Imc-Chicago, LLC
71,211$84.0K0.0%GARPVery HighChicago, IL2026-11-05
Cherokee Insurance Co
66,000$77.9K0.0%ValueVery LowSterling Heights, MI2026-11-05
Taylor & Morgan Wealth Management, LLC
58,159$68.6K0.0%ETFVery LowTroy, MI2026-10-09
Quadrant Capital Group LLC
52,333$53.9K0.0%CoreLowCincinnati, OH2026-10-20
CoreCap Advisors, LLC
51,332$60.6K0.0%ETFMediumSouthfield, MI2026-10-08
Simplex Trading, LLC
49,756$58.7K0.0%CoreVery HighChicago, IL2026-11-04
Citizens Financial Group Inc
44,884$53.0K0.0%GrowthLowProvidence, RI2026-10-23
Wealth Enhancement Advisory Services, LLC
44,157$48.1K0.0%CoreLowPlymouth, MN2026-10-13
Evergreen Capital Management LLC
38,957$46.0K0.0%GARPMediumBellevue, WA2026-10-23
PNC Financial Services Group, Inc.
34,957$41.2K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Mission Financial Group, LLC
33,179$39.2K0.0%ETFN/AHonolulu, HI2026-10-21
HUB Investment Partners, LLC
32,445$38.3K0.0%GrowthLowAustin, TX2026-11-03
Pictet Asset Management Holding SA
31,338$37.0K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Citigroup Inc
31,057$36.6K0.0%CoreMediumNew York, NY2026-11-04
Virginia Retirement Systems ET Al
29,700$35.0K0.0%CoreMediumRichmond, VA2026-10-28
Y-Intercept (Hong Kong) Ltd
29,001$34.2K0.0%ValueVery HighHong Kong, South Korea2026-10-16
CWA Asset Management Group, LLC
28,775$34.0K0.0%CoreMediumNaples, FL2026-10-19
Allspring Global Investments Holdings, LLC
28,647$35.2K0.0%CoreMediumCharlotte, NC2026-11-04
FNY Investment Advisers, LLC
27,161$320.0%GrowthVery HighNew York, NY2026-10-16
Heirloom Wealth Management
25,800$30.4K0.0%GrowthMediumGreenwood Village, CO2026-10-14
MGO One Seven LLC
25,485$30.1K0.0%GrowthLowBeachwood, OH2026-10-28
Amundi
24,570$29.0K0.0%CoreMediumParis, India2026-11-06
Third View Private Wealth, LLC
23,775$28.1K0.0%GrowthLowWestport, CT2026-10-30
Ddfg, Inc
22,447$26.5K0.0%ETFLowThousand Oaks, CA2026-10-15
R Squared Ltd
22,199$26.2K0.0%ValueVery HighHong Kong, South Korea2026-11-06
Xponance LLC
22,000$26.0K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Affinity Capital Advisors, LLC
21,098$22.8K0.0%ETFLowBerkeley, CA2026-10-13
Wealthcare Advisory Partners LLC
20,733$24.5K0.0%ETFLowWest Chester, PA2026-10-21
Kestra Advisory Services, LLC
20,231$23.9K0.0%CoreLowAustin, TX2026-11-02
Mariner Investment Group LLC
20,000$23.6K0.0%ETFHighNew York, NY2026-11-04
Nations Financial Group Inc,
20,000$23.6K0.0%CoreLowCedar Rapids, IA2026-11-05
Tennessee Valley Asset Management Partners
18,871$22.3K0.0%ETFLowKnoxville, TN2026-11-03
Simplicity Wealth,LLC
18,367$21.7K0.0%ETFLowSummit, NJ2026-10-23
Visionary Horizons, LLC
17,921$21.1K0.0%ETFLowKnoxville, TN2026-10-22
Swiss Life Asset Management Ltd
17,077$20.2K0.0%CoreLowZurich, Switzerland2026-11-03
Old Port Advisors
16,972$20.0K0.0%GARPLowPortland, ME2026-10-23
Resonant Capital Advisors, LLC
15,885$18.7K0.0%ETFLowMadison, WI2026-10-15
Alpha Zero LLC
15,600$18.4K0.0%ETFLowBoca Raton, FL2026-11-06
Gamma Investing LLC
15,002$17.7K0.0%IndexVery LowFoster City, CA2026-10-08
Financial Planning Navigators Corp
14,512$17.1K0.0%ETFMediumMaple Grove, MN2026-10-14
Mather Group, Llc.
14,450$17.1K0.0%ETFMediumChicago, IL2026-10-14
Prime Capital Investment Advisors, LLC
14,412$17.0K0.0%ETFLowOverland Park, KS2026-10-20
LJI Wealth Management, LLC
13,500$15.9K0.0%ETFLowIndianapolis, IN2026-10-28
Amalgamated Bank
13,187$160.0%CoreVery LowNew York, NY2026-10-23
Secure Asset Management, LLC
12,539$14.8K0.0%GrowthMediumTroy, MI2026-10-19
Capital Investment Advisors, LLC
12,195$14.4K0.0%CoreLowAtlanta, GA2026-10-22
Abacus Wealth Partners, LLC
12,060$14.2K0.0%ETFLowSanta Monica, CA2026-11-03
Vima LLC
11,851$14.0K0.0%CoreLowTroy, MI2026-10-23
Quadrant Private Wealth Management, LLC
11,049$13.0K0.0%GrowthLowCenter Valley, PA2026-11-04
Archer Investment Management, LLC
11,036$13.0K0.0%ETFHighAustin, TX2026-10-13
Farther Finance Advisors, LLC
10,823$12.8K0.0%IndexLowSan Francisco, CA2026-10-08
SkyOak Wealth, LLC
10,010$11.8K0.0%ETFLowSouthfield, MI2026-10-28
M Holdings Securities, Inc.
10,000$120.0%ETFHighPortland, OR2026-11-03
Warberg Asset Management LLC
10,000$11.8K0.0%YieldHighWinnetka, IL2026-11-02
Falcon Wealth Planning
10,000$11.8K0.0%ETFVery LowOntario, CA2026-11-06
Parkside Financial Bank & Trust
9,613$11.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Allworth Financial LP
7,541$17.3K0.0%IndexLowFolsom, CA2026-11-06
Sterling Capital Management LLC
7,226$8.5K0.0%GARPMediumCharlotte, NC2026-10-22
Center for Financial Planning, Inc.
4,262$5.0K0.0%ETFLowSouthfied, MI2026-10-26
EverSource Wealth Advisors, LLC
4,258$5.0K0.0%CoreMediumBirmingham, AL2026-11-04
Nova Financial LLC
4,162$4.9K0.0%N/AN/ATucson, AZ2026-11-04
Strs Ohio
3,991$4.7K0.0%CoreMediumColumbus, OH2026-10-30
Clearstead Advisors, LLC
2,526$3.0K0.0%ETFLowCleveland, OH2026-11-06
SBI Securities Co., Ltd.
2,201$2.6K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Triumph Capital Management
2,000$2.4K0.0%ETFMediumDenver, CO2026-10-14
Coston, McIsaac & Partners
1,502$1.8K0.0%YieldVery LowBar Harbor, ME2026-11-06
Cedar Mountain Advisors, LLC
1,350$1.6K0.0%ETFVery LowLake Oswego, OR2026-10-15
Dhjj Financial Advisors, Ltd.
1,149$1.4K0.0%ETFVery LowNaperville, IL2026-10-23
Physician Wealth Advisors, Inc.
1,007$1.2K0.0%ETFMediumMidvale, UT2026-10-20
Spire Wealth Management
1,000$1.2K0.0%GrowthMediumMclean, VA2026-10-30
Kingdom Financial Group Llc.
909$1.1K0.0%ETFMediumPeoria, AZ2026-11-04
MV Capital Management, Inc.
467$5520.0%ETFLowBethesda, MD2026-10-29
Elyxium Wealth, LLC
442$5220.0%GrowthVery LowBeverly Hills, CA2026-10-27
Plante Moran Financial Advisors, LLC
408$4810.0%ETFVery LowSouthfield, MI2026-11-04
Bell Investment Advisors, Inc
351$4150.0%ETFVery LowOrinda, CA2026-10-29
Bare Financial Services, Inc
304$3590.0%ETFVery LowGap, PA2026-11-04
Silver Grove Financial Group, Inc.
219$2580.0%CoreMediumOrchard Park, NY2026-11-05
Fifth Third Bancorp
211$2490.0%IndexVery LowCincinnati, OH2026-11-05
Tradewinds Capital Management, LLC
200$2360.0%ETFVery HighBellingham, WA2026-10-23
Covestor Ltd
168$00.0%ValueHighLondon, United Kingdom2026-10-30
Ascentis Wealth Management, LLC
120$1410.0%Agg GrowthLowDallas, TX2026-11-03
TD Waterhouse Canada Inc.
90$1090.0%CoreLowToronto, Australia2026-10-16
Trust Co
67$790.0%ETFVery LowManhattan, KS2026-10-09
Blue Trust, Inc.
31$360.0%ETFLowBrentwood, TN2026-10-15
IFP Advisors, Inc
26$310.0%GrowthLowTampa, FL2026-10-16
Nisa Investment Advisors, LLC
10$120.0%IndexVery LowSt. Louis, MO2026-10-20
Root Financial Partners, LLC
4$50.0%ETFMediumEncinitas, CA2026-10-21
Larson Financial Group LLC
3$30.0%GrowthLowSt Louis, MO2026-11-05
MassMutual Private Wealth & Trust, FSB
0$00.0%CoreLowSpringfield, MA2026-10-05