UWMC
UWM Holdings Corporation · Financial Services · Financial - Mortgages
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +23.1% ·
net new positions -6.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 85 | +2 | 194.17M | $445.03M | +13 | −11 |
| Q1 2026 | 86 | -1 | 138.59M | $502.26M | +9 | −11 |
| Q4 2025 | 88 | +2 | 129.95M | $566.30M | +3 | — |
| Q3 2025 | 16 | -1 | 79.25M | $482.85M | +1 | −2 |
| Q2 2025 | 14 | +1 | 59.85M | $247.93M | +2 | −1 |
| Q1 2025 | 10 | -1 | 36.01M | $196.80M | — | −1 |
| Q4 2024 | 11 | 0 | 20.60M | $121.10M | — | — |
| Q3 2024 | 10 | +1 | 16.37M | $139.08M | +1 | — |
| Q2 2024 | 9 | — | 8.02M | $55.24M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 18.83M | +15.8% | $114.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | The Vanguard Group ✦ (passive) | 17.28M | +6.2% | $105.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | BlackRock ✦ (passive) | 12.42M | +48.4% | $75.66M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 4 | Millennium Management ✦ | 6.10M | +23.2% | $37.15M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 4.99M | +165.5% | $30.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 4.95M | -8.4% | $30.14M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (passive) | 3.55M | +47.2% | $21.64M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 3.13M | — | $19.04M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | State Street Global Advisors ✦ (passive) | 2.59M | +37.2% | $15.98M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 2.20M | +285.8% | $13.39M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 11 | D. E. Shaw & Co. ✦ | 1.46M | +109.0% | $8.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Morgan Stanley ✦ | 1.36M | — | $8.27M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 13 | Marshall Wace ✦ | 151.33K | -85.1% | $921,581 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 119.86K | New | $729,952 | 0.0% | New | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 67.45K | +16.3% | $411,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 47.37K | — | $288,496 | 0.0% | n/c | 1 | SEC ↗ ×6 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $729,952 | 0.0% |
Exited
| Renaissance Technologies | $235,566 | was 0.0% |
| Wellington Management | $44,037 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 284 holders, 202.21M shares, $719.64M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
79.4% of class · View original SEC filing ↗