Security record · archived quarter
UWMC
UWM Holdings Corporation · Financial Services · Financial - Mortgages
88Tracked holders
+2Δ holders
129.95MShares held
$566.30MReported value
+3New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.3% ·
share flow +7.3% ·
net new positions +3.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 44.25K | $48,240 | +1 | n/a |
| 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 | n/a |
| 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 | n/a | −1 |
| Q4 2024 | 11 | 0 | 20.60M | $121.10M | n/a | n/a |
| Q3 2024 | 10 | +1 | 16.37M | $139.08M | +1 | n/a |
| Q2 2024 | 9 | n/a | 8.02M | $55.24M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 18.96M | +9.7% | $83.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Fidelity (FMR) ✦ | 16.01M | -15.0% | $70.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 3 | BlackRock ✦ (passive) | 11.96M | -3.7% | $52.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 4 | Citadel Advisors ✦ | 6.72M | +35.7% | $29.41M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 5.94M | +19.0% | $26.00M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 4.93M | New | $21.58M | 0.0% | New | 1 | SEC ↗ |
| 7 | Millennium Management ✦ | 4.41M | -27.7% | $19.31M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 8 | First Trust Advisors Lp | 4.41M | n/a | $19.30M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 4.26M | +93.7% | $18.61M | 0.0% | ▲ Add | 7 | SEC ↗ ×7 |
| 10 | Bnp Paribas Financial Markets | 4.03M | n/a | $17.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Geode Capital Management ✦ (passive) | 3.78M | +6.3% | $16.55M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 12 | Tudor Investment Corp Et Al | 3.43M | n/a | $15.01M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 3.35M | n/a | $14.66M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | State Street Global Advisors ✦ (passive) | 3.11M | +20.1% | $13.90M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 3.06M | n/a | $13.42M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 16 | Morgan Stanley ✦ | 2.88M | +112.2% | $12.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 17 | Point72 Asset Management ✦ | 2.47M | +1957.1% | $10.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 2.21M | n/a | $9.70M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 19 | Norges Bank ✦ (passive) | 2.00M | New | $8.76M | 0.0% | New | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 1.83M | n/a | $8.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Alyeska Investment Group, L.P. | 1.66M | n/a | $7.25M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Invesco Ltd. | 1.50M | n/a | $6.57M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 23 | Charles Schwab Investment… | 1.46M | n/a | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Marshall Wace ✦ | 1.28M | +746.5% | $5.61M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 25 | Balyasny Asset Management L.P. | 1.17M | n/a | $5.11M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Northern Trust Corp | 1.10M | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 27 | Susquehanna International Group, Llp | 1.09M | n/a | $4.77M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Nuveen, LLC | 1.00M | n/a | $4.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 29 | Goldman Sachs Group ✦ | 742.42K | -76.2% | $3.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Quantinno Capital Management LP | 610.13K | n/a | $2.67M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Citigroup Inc | 603.40K | n/a | $2.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Walleye Trading LLC | 564.36K | n/a | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | D. E. Shaw & Co. ✦ | 493.50K | -66.2% | $2.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Barclays Plc | 485.83K | n/a | $2.13M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Swiss National Bank | 392.70K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mariner, LLC | 328.34K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Creative Planning | 322.31K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Group One Trading Llc | 312.16K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 274.45K | n/a | $1.24M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 250.84K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 41 | Alliancebernstein L.P. | 224.81K | n/a | $984,663 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cwm, Llc | 223.75K | n/a | $980,000 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Corient Private Wealth LP | 206.94K | n/a | $906,432 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 44 | State Of Wisconsin Investment Board | 201.61K | n/a | $883,069 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | California State Teachers… | 187.50K | n/a | $821,259 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Holocene Advisors, LP | 185.73K | n/a | $813,493 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 180.45K | n/a | $790,383 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 48 | Sei Investments Co | 176.50K | n/a | $773,091 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Captrust Financial Advisors | 176.02K | n/a | $770,983 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Legal & General Group Plc | 170.96K | n/a | $748,791 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 51 | Nomura Holdings Inc | 155.11K | n/a | $679,386 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Cetera Investment Advisers | 150.83K | n/a | $660,653 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Mitsubishi UFJ Trust & Banking Corp | 127.06K | n/a | $556,510 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Mercer Global Advisors Inc /Adv | 126.25K | n/a | $552,980 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Rhumbline Advisers | 122.76K | n/a | $537,669 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | LPL Financial LLC | 116.87K | n/a | $511,904 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Squarepoint Ops LLC | 98.58K | n/a | $431,802 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Janus Henderson Group Plc | 81.91K | n/a | $358,369 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Hsbc Holdings Plc | 79.78K | n/a | $348,648 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | T. Rowe Price ✦ | 78.31K | +16.1% | $343,000 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 61 | Cerity Partners LLC | 77.48K | n/a | $339,359 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 62 | Russell Investments Group, Ltd. | 68.53K | n/a | $300,151 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Royal Bank Of Canada | 65.58K | n/a | $287,000 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | JPMorgan Chase ✦ | 63.69K | +34.4% | $278,954 | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 65 | Dimensional Fund Advisors Lp | 55.51K | n/a | $243,129 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 43.89K | n/a | $192,234 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Osaic Holdings, Inc. | 43.01K | n/a | $188,414 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 68 | Us Bancorp \De\ | 41.64K | n/a | $182,388 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Wellington Management ✦ | 38.20K | New | $167,312 | 0.0% | New | 1 | SEC ↗ |
| 70 | Focus Partners Wealth | 35.56K | n/a | $156,311 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | New York State Common Retirement… | 35.30K | n/a | $154,614 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Pictet Asset Management Holding SA | 31.34K | n/a | $137,260 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | State Board Of Administration Of… | 26.72K | n/a | $117,034 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Victory Capital Management Inc | 25.28K | n/a | $110,709 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Bank Of Nova Scotia | 24.39K | n/a | $106,806 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Ameriprise Financial Inc | 20.12K | n/a | $89,574 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 77 | Envestnet Asset Management Inc | 17.76K | n/a | $77,775 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Deutsche Bank Ag\ | 14.93K | n/a | $65,411 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 79 | Commonwealth Equity Services, Llc | 13.82K | n/a | $60,520 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Voya Investment Management Llc | 13.06K | n/a | $57,220 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Stifel Financial Corp | 12.61K | n/a | $55,218 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Raymond James Financial Inc | 11.64K | n/a | $50,970 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 83 | Pnc Financial Services Group, Inc. | 10.59K | n/a | $46,397 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 84 | Jones Financial Companies Lllp | 4.05K | n/a | $17,728 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | BNP Paribas Asset Management… | 1.47K | n/a | $6,000 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Optiver Holding B.V. | 568 | n/a | $2,488 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Northwestern Mutual Wealth… | 356 | n/a | $1,559 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Rockefeller Capital Management L.P. | 721.74K | n/a | $1,155 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $21.58M | 0.0% |
| Norges Bank | $8.76M | 0.0% |
| Wellington Management | $167,312 | 0.0% |
Exited
| No tracked exits this quarter. |
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.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Sep 29
SC 13G: OCO Capital GP LLC
Aug 12
SC 13G/A: NORGES BANK
Aug 10
SC 13D/A: SFS HOLDING CORP
79.4% of class · View original SEC filing ↗
Aug 10
SC 13G: GOLDMAN SACHS GROUP INC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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