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Security record

UWMC

UWM Holdings Corporation · Financial Services · Financial - Mortgages

1.01 -1.9% mkt cap $1.53B quote delayed (FMP) · as of Oct 14 22:09 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
85Tracked holders
+2Δ holders
194.17MShares held
$445.03MReported value
+13New positions
−11Exits
Strongly Rising Conviction score 68/100 8 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.4% · share flow +27.9% · net new positions +2.4% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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 — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Fidelity (FMR) ✦ 30.46M +14.9% $69.75M 0.0% ▲ Add 5 SEC ↗ ×3
2 BlackRock ✦ (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗ ×14
3 Norges Bank ✦ (passive) 13.75M New $31.49M 0.0% New 1 SEC ↗
4 Vanguard Capital Management Llc 13.17M +18.3% $30.17M 0.0% ▲ Add 2 SEC ↗
5 Ameriprise Financial Inc 11.42M New $26.16M 0.0% New 1 SEC ↗ ×2
6 Goldman Sachs Group ✦ 10.13M +65.2% $23.19M 0.0% ▲ Add 4 SEC ↗ ×2
7 Bank Of America Corp /De/ 7.63M +9.5% $17.48M 0.0% ▲ Add 3 SEC ↗ ×3
8 Hrt Financial Lp 7.06M New $16.17M 0.0% New 1 SEC ↗
9 Citadel Advisors ✦ 7.01M +67.6% $16.06M 0.0% ▲ Add 9 SEC ↗
10 MIRAE ASSET GLOBAL ETFS HOLDINGS… 6.73M New $15.40M 0.0% New 1 SEC ↗
11 Northern Trust Corp 5.80M -16.0% $13.28M 0.0% ▼ Trim 3 SEC ↗ ×5
12 Geode Capital Management ✦ (passive) 5.35M +26.1% $12.25M 0.0% ▲ Add 9 SEC ↗ ×2
13 State Street Global Advisors ✦ (passive) 5.02M +40.8% $11.88M 0.0% ▲ Add 7 SEC ↗
14 Invesco Ltd. 4.87M +103.9% $11.16M 0.0% ▲ Add 3 SEC ↗ ×5
15 Morgan Stanley ✦ 4.81M +19.8% $11.01M 0.0% ▲ Add 4 SEC ↗ ×7
16 Canada Pension Plan Investment Board 4.52M +25.9% $10.35M 0.0% ▲ Add 2 SEC ↗
17 AQR Capital Management ✦ 4.37M +51.5% $9.52M 0.0% ▲ Add 9 SEC ↗ ×7
18 Renaissance Technologies ✦ 4.11M +16.1% $9.40M 0.0% ▲ Add 3 SEC ↗
19 Duquesne Family Office ✦ 2.58M New $5.92M 0.1% New 1 SEC ↗
20 Dimensional Fund Advisors Lp 2.52M +1618.1% $5.78M 0.0% ▲ Add 3 SEC ↗ ×3
21 Susquehanna International Group, Llp 2.46M +6.5% $5.64M 0.0% ▲ Add 3 SEC ↗ ×2
22 Marshall Wace ✦ 2.32M +1004.8% $5.30M 0.0% ▲ Add 9 SEC ↗ ×2
23 UBS Group AG 2.09M +4.2% $4.77M 0.0% ▲ Add 3 SEC ↗ ×2
24 Millennium Management ✦ 2.06M -8.9% $4.72M 0.0% ▼ Trim 9 SEC ↗
25 Tudor Investment Corp Et Al 2.05M -41.8% $4.70M 0.0% ▼ Trim 3 SEC ↗
26 Bank of New York Mellon Corp 2.01M +0.5% $4.59M 0.0% ▲ Add 3 SEC ↗ ×9
27 Squarepoint Ops LLC 1.77M +179.6% $4.06M 0.0% ▲ Add 3 SEC ↗
28 Charles Schwab Investment… 1.58M +2.4% $3.62M 0.0% ▲ Add 3 SEC ↗
29 Two Sigma Investments ✦ 1.23M -84.0% $2.82M 0.0% ▼ Trim 9 SEC ↗
30 Wells Fargo & Company/Mn 833.24K +31.3% $1.91M 0.0% ▲ Add 3 SEC ↗ ×3
31 Swiss National Bank 623.40K +58.8% $1.43M 0.0% ▲ Add 3 SEC ↗
32 Alliancebernstein L.P. 377.29K +10.4% $1.37M 0.0% ▲ Add 3 SEC ↗
33 Creative Planning 476.96K +116.7% $1.09M 0.0% ▲ Add 3 SEC ↗ ×2
34 Nuveen, LLC 392.91K +30.9% $899,758 0.0% ▲ Add 3 SEC ↗ ×4
35 Walleye Trading LLC 383.08K -8.5% $877,255 0.0% ▼ Trim 3 SEC ↗
36 Victory Capital Management Inc 329.36K -0.7% $754,234 0.0% ▼ Trim 3 SEC ↗
37 Mariner, LLC 314.42K +7.7% $719,870 0.0% ▲ Add 3 SEC ↗
38 Capstone Investment Advisors, Llc 296.61K New $679,235 0.0% New 1 SEC ↗
39 D. E. Shaw & Co. ✦ 263.62K -89.0% $603,681 0.0% ▼ Trim 5 SEC ↗
40 Holocene Advisors, LP 253.25K -80.2% $579,947 0.0% ▼ Trim 3 SEC ↗
41 Cetera Investment Advisers 240.88K +50.6% $551,618 0.0% ▲ Add 3 SEC ↗
42 UBS AM, a distinct business unit of… 224.55K -10.5% $514,220 0.0% ▼ Trim 3 SEC ↗ ×5
43 Group One Trading Llc 222.08K +17.5% $508,570 0.0% ▲ Add 3 SEC ↗
44 Legal & General Group Plc 172.04K +12.2% $392,978 0.0% ▲ Add 3 SEC ↗ ×3
45 Sei Investments Co 160.98K +658.0% $368,694 0.0% ▲ Add 3 SEC ↗ ×2
46 Citigroup Inc 149.34K -47.8% $341,982 0.0% ▼ Trim 3 SEC ↗
47 Rhumbline Advisers 145.50K +4.5% $333,162 0.0% ▲ Add 3 SEC ↗
48 Barclays Plc 141.97K +62.2% $325,109 0.0% ▲ Add 3 SEC ↗ ×2
49 LPL Financial LLC 139.46K +44.1% $319,355 0.0% ▲ Add 3 SEC ↗
50 T. Rowe Price ✦ 136.75K +18.1% $314,000 0.0% ▲ Add 9 SEC ↗
51 Cerity Partners LLC 122.53K +20.4% $280,586 0.0% ▲ Add 3 SEC ↗ ×3
52 Mitsubishi UFJ Trust & Banking Corp 120.65K New $276,279 0.0% New 1 SEC ↗
53 Zurcher Kantonalbank (Zurich… 110.78K +118.2% $253,686 0.0% ▲ Add 3 SEC ↗
54 Mercer Global Advisors Inc /Adv 98.31K +34.9% $225,131 0.0% ▲ Add 3 SEC ↗
55 IMC-Chicago, LLC 91.43K +12.7% $209,384 0.0% ▲ Add 2 SEC ↗
56 Osaic Holdings, Inc. 82.87K +7.4% $189,761 0.0% ▲ Add 3 SEC ↗ ×2
57 Hsbc Holdings Plc 74.72K -41.9% $174,367 0.0% ▼ Trim 3 SEC ↗ ×2
58 Wealth Enhancement Advisory… 78.92K -19.4% $164,157 0.0% ▼ Trim 3 SEC ↗
59 Russell Investments Group, Ltd. 71.02K +67.8% $162,645 0.0% ▲ Add 3 SEC ↗ ×2
60 Simplex Trading, Llc 70.72K -49.0% $161,960 0.0% ▼ Trim 2 SEC ↗
61 Manufacturers Life Insurance… 59.71K +17.5% $136,740 0.0% ▲ Add 2 SEC ↗
62 Royal Bank Of Canada 54.63K -0.5% $125,000 0.0% ▼ Trim 3 SEC ↗ ×4
63 State Of Wisconsin Investment Board 42.15K -84.8% $96,524 0.0% ▼ Trim 3 SEC ↗
64 Captrust Financial Advisors 38.24K +10.7% $87,576 0.0% ▲ Add 3 SEC ↗
65 Pictet Asset Management Holding SA 31.34K 0.0% $71,764 0.0% Held 3 SEC ↗
66 New York State Common Retirement… 30.80K -12.8% $70,532 0.0% ▼ Trim 3 SEC ↗
67 Raymond James Financial Inc 26.73K +10.3% $61,225 0.0% ▲ Add 3 SEC ↗ ×2
68 State Board Of Administration Of… 26.72K 0.0% $61,189 0.0% Held 3 SEC ↗
69 Deutsche Bank Ag\ 25.33K +69.6% $58,006 0.0% ▲ Add 3 SEC ↗ ×2
70 Voya Investment Management Llc 21.70K +29.0% $49,684 0.0% ▲ Add 3 SEC ↗
71 Focus Partners Wealth 20.55K -37.0% $47,158 0.0% ▼ Trim 3 SEC ↗
72 Balyasny Asset Management L.P. 19.63K New $44,953 0.0% New 1 SEC ↗
73 JPMorgan Chase ✦ 19.44K +11.5% $40,820 0.0% ▲ Add 4 SEC ↗ ×6
74 Bnp Paribas Financial Markets 15.79K -99.4% $36,148 0.0% ▼ Trim 3 SEC ↗
75 Jones Financial Companies Lllp 16.52K +107.1% $36,006 0.0% ▲ Add 3 SEC ↗
76 Pnc Financial Services Group, Inc. 12.36K +21.4% $28,300 0.0% ▲ Add 3 SEC ↗ ×3
77 Stifel Financial Corp 11.57K New $26,489 0.0% New 1 SEC ↗ ×2
78 Universal- Beteiligungs- und… 10.15K New $23,248 0.0% New 1 SEC ↗
79 Corient Private Wealth LP 10.03K -78.3% $22,961 0.0% ▼ Trim 3 SEC ↗
80 Rockefeller Capital Management L.P. 5.59K +525.6% $12,808 0.0% ▲ Add 3 SEC ↗ ×3
81 Northwestern Mutual Wealth… 3.04K New $6,962 0.0% New 1 SEC ↗
82 Us Bancorp \De\ 1.39K -96.5% $3,185 0.0% ▼ Trim 3 SEC ↗
83 Fifth Third Bancorp 977 -91.5% $2,237 0.0% ▼ Trim 2 SEC ↗
84 Optiver Holding B.V. 242 New $554 0.0% New 1 SEC ↗
85 Mitsubishi UFJ Asset Management… 0 New $0 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Alyeska Investment Group, L.P. $10.34M was 0.0%
First Trust Advisors Lp $2.94M was 0.0%
Point72 Asset Management $1.83M was 0.0%
Healthcare Of Ontario Pension… $1.15M was 0.0%
Quantinno Capital Management… $433,424 was 0.0%
Nomura Holdings Inc $378,855 was 0.0%
Peak6 Llc $214,514 was 0.0%
Wellington Management $138,280 was 0.0%
HighTower Advisors, LLC $122,173 was 0.0%
Neuberger Berman Group LLC $96,936 was 0.0%
Envestnet Asset Management Inc $92,861 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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Beneficial ownership
Sep 29 SC 13G — OCO Capital GP LLC

View original SEC filing ↗

Aug 12 SC 13G/A — NORGES BANK

View original SEC filing ↗

Aug 10 SC 13D/A — SFS HOLDING CORP

79.4% of class · View original SEC filing ↗

Aug 10 SC 13G — GOLDMAN SACHS GROUP INC

View original SEC filing ↗

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: Q2 2026 · Methodology · Get this via the API