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Security record

UWMC

UWM Holdings Corporation · Financial Services · Financial - Mortgages

1.51 +6.3% mkt cap $2.29B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
87Tracked holders
+3Δ holders
194.27MShares held
$445.27MReported value
+14New positions
−10Exits
Strongly Rising Conviction score 69/100 8 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.6% · share flow +28.0% · net new positions +4.6%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 87 +3 194.27M $445.27M +14 −10
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 ↗
2 Fidelity (FMR) 30.46M +14.9% $69.75M 0.0% ▲ Add 5 SEC ↗
3 Fidelity (FMR) 30.46M +14.9% $69.75M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
15 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
16 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
17 BlackRock (passive) 17.58M +39.5% $40.26M 0.0% ▲ Add 5 SEC ↗
18 Norges Bank (passive) 13.75M New $31.49M 0.0% New 1 SEC ↗
19 Vanguard Capital Management Llc 13.17M +18.3% $30.17M 0.0% ▲ Add 2 SEC ↗
20 Ameriprise Financial Inc 11.42M New $26.16M 0.0% New 1 SEC ↗
21 Ameriprise Financial Inc 11.42M New $26.16M 0.0% New 1 SEC ↗
22 Goldman Sachs Group 10.13M +65.2% $23.19M 0.0% ▲ Add 4 SEC ↗
23 Goldman Sachs Group 10.13M +65.2% $23.19M 0.0% ▲ Add 4 SEC ↗
24 Bank Of America Corp /De/ 7.63M +9.5% $17.48M 0.0% ▲ Add 3 SEC ↗
25 Bank Of America Corp /De/ 7.63M +9.5% $17.48M 0.0% ▲ Add 3 SEC ↗
26 Bank Of America Corp /De/ 7.63M +9.5% $17.48M 0.0% ▲ Add 3 SEC ↗
27 Hrt Financial Lp 7.06M New $16.17M 0.0% New 1 SEC ↗
28 Citadel Advisors 7.01M +67.6% $16.06M 0.0% ▲ Add 9 SEC ↗
29 MIRAE ASSET GLOBAL ETFS HOLDINGS… 6.73M New $15.40M 0.0% New 1 SEC ↗
30 Northern Trust Corp 5.80M -16.0% $13.28M 0.0% ▼ Trim 3 SEC ↗
31 Northern Trust Corp 5.80M -16.0% $13.28M 0.0% ▼ Trim 3 SEC ↗
32 Northern Trust Corp 5.80M -16.0% $13.28M 0.0% ▼ Trim 3 SEC ↗
33 Northern Trust Corp 5.80M -16.0% $13.28M 0.0% ▼ Trim 3 SEC ↗
34 Northern Trust Corp 5.80M -16.0% $13.28M 0.0% ▼ Trim 3 SEC ↗
35 Geode Capital Management (passive) 5.35M +26.1% $12.25M 0.0% ▲ Add 9 SEC ↗
36 Geode Capital Management (passive) 5.35M +26.1% $12.25M 0.0% ▲ Add 9 SEC ↗
37 State Street Global Advisors (passive) 5.02M +40.8% $11.88M 0.0% ▲ Add 7 SEC ↗
38 Invesco Ltd. 4.87M +103.9% $11.16M 0.0% ▲ Add 3 SEC ↗
39 Invesco Ltd. 4.87M +103.9% $11.16M 0.0% ▲ Add 3 SEC ↗
40 Invesco Ltd. 4.87M +103.9% $11.16M 0.0% ▲ Add 3 SEC ↗
41 Invesco Ltd. 4.87M +103.9% $11.16M 0.0% ▲ Add 3 SEC ↗
42 Invesco Ltd. 4.87M +103.9% $11.16M 0.0% ▲ Add 3 SEC ↗
43 Morgan Stanley 4.81M +19.8% $11.01M 0.0% ▲ Add 4 SEC ↗
44 Morgan Stanley 4.81M +19.8% $11.01M 0.0% ▲ Add 4 SEC ↗
45 Morgan Stanley 4.81M +19.8% $11.01M 0.0% ▲ Add 4 SEC ↗
46 Morgan Stanley 4.81M +19.8% $11.01M 0.0% ▲ Add 4 SEC ↗
47 Morgan Stanley 4.81M +19.8% $11.01M 0.0% ▲ Add 4 SEC ↗
48 Morgan Stanley 4.81M +19.8% $11.01M 0.0% ▲ Add 4 SEC ↗
49 Morgan Stanley 4.81M +19.8% $11.01M 0.0% ▲ Add 4 SEC ↗
50 Canada Pension Plan Investment Board 4.52M +25.9% $10.35M 0.0% ▲ Add 2 SEC ↗
51 AQR Capital Management 4.37M +51.5% $9.52M 0.0% ▲ Add 9 SEC ↗
52 AQR Capital Management 4.37M +51.5% $9.52M 0.0% ▲ Add 9 SEC ↗
53 AQR Capital Management 4.37M +51.5% $9.52M 0.0% ▲ Add 9 SEC ↗
54 AQR Capital Management 4.37M +51.5% $9.52M 0.0% ▲ Add 9 SEC ↗
55 AQR Capital Management 4.37M +51.5% $9.52M 0.0% ▲ Add 9 SEC ↗
56 AQR Capital Management 4.37M +51.5% $9.52M 0.0% ▲ Add 9 SEC ↗
57 AQR Capital Management 4.37M +51.5% $9.52M 0.0% ▲ Add 9 SEC ↗
58 Renaissance Technologies 4.11M +16.1% $9.40M 0.0% ▲ Add 3 SEC ↗
59 Duquesne Family Office 2.58M New $5.92M 0.1% New 1 SEC ↗
60 Dimensional Fund Advisors Lp 2.52M +1618.1% $5.78M 0.0% ▲ Add 3 SEC ↗
61 Dimensional Fund Advisors Lp 2.52M +1618.1% $5.78M 0.0% ▲ Add 3 SEC ↗
62 Dimensional Fund Advisors Lp 2.52M +1618.1% $5.78M 0.0% ▲ Add 3 SEC ↗
63 Susquehanna International Group, Llp 2.46M +6.5% $5.64M 0.0% ▲ Add 3 SEC ↗
64 Susquehanna International Group, Llp 2.46M +6.5% $5.64M 0.0% ▲ Add 3 SEC ↗
65 Marshall Wace 2.32M +1004.8% $5.30M 0.0% ▲ Add 9 SEC ↗
66 Marshall Wace 2.32M +1004.8% $5.30M 0.0% ▲ Add 9 SEC ↗
67 UBS Group AG 2.09M +4.2% $4.77M 0.0% ▲ Add 3 SEC ↗
68 UBS Group AG 2.09M +4.2% $4.77M 0.0% ▲ Add 3 SEC ↗
69 Millennium Management 2.06M -8.9% $4.72M 0.0% ▼ Trim 9 SEC ↗
70 Tudor Investment Corp Et Al 2.05M -41.8% $4.70M 0.0% ▼ Trim 3 SEC ↗
71 Bank of New York Mellon Corp 2.01M +0.5% $4.59M 0.0% ▲ Add 3 SEC ↗
72 Bank of New York Mellon Corp 2.01M +0.5% $4.59M 0.0% ▲ Add 3 SEC ↗
73 Bank of New York Mellon Corp 2.01M +0.5% $4.59M 0.0% ▲ Add 3 SEC ↗
74 Bank of New York Mellon Corp 2.01M +0.5% $4.59M 0.0% ▲ Add 3 SEC ↗
75 Bank of New York Mellon Corp 2.01M +0.5% $4.59M 0.0% ▲ Add 3 SEC ↗
76 Bank of New York Mellon Corp 2.01M +0.5% $4.59M 0.0% ▲ Add 3 SEC ↗
77 Bank of New York Mellon Corp 2.01M +0.5% $4.59M 0.0% ▲ Add 3 SEC ↗
78 Bank of New York Mellon Corp 2.01M +0.5% $4.59M 0.0% ▲ Add 3 SEC ↗
79 Bank of New York Mellon Corp 2.01M +0.5% $4.59M 0.0% ▲ Add 3 SEC ↗
80 Squarepoint Ops LLC 1.77M +179.6% $4.06M 0.0% ▲ Add 3 SEC ↗
81 Charles Schwab Investment… 1.58M +2.4% $3.62M 0.0% ▲ Add 3 SEC ↗
82 Two Sigma Investments 1.23M -84.0% $2.82M 0.0% ▼ Trim 9 SEC ↗
83 Wells Fargo & Company/Mn 833.24K +31.3% $1.91M 0.0% ▲ Add 3 SEC ↗
84 Wells Fargo & Company/Mn 833.24K +31.3% $1.91M 0.0% ▲ Add 3 SEC ↗
85 Wells Fargo & Company/Mn 833.24K +31.3% $1.91M 0.0% ▲ Add 3 SEC ↗
86 Swiss National Bank 623.40K +58.8% $1.43M 0.0% ▲ Add 3 SEC ↗
87 Alliancebernstein L.P. 377.29K +10.4% $1.37M 0.0% ▲ Add 3 SEC ↗
88 Creative Planning 476.96K +116.7% $1.09M 0.0% ▲ Add 3 SEC ↗
89 Creative Planning 476.96K +116.7% $1.09M 0.0% ▲ Add 3 SEC ↗
90 Nuveen, LLC 392.91K +30.9% $899,758 0.0% ▲ Add 3 SEC ↗
91 Nuveen, LLC 392.91K +30.9% $899,758 0.0% ▲ Add 3 SEC ↗
92 Nuveen, LLC 392.91K +30.9% $899,758 0.0% ▲ Add 3 SEC ↗
93 Nuveen, LLC 392.91K +30.9% $899,758 0.0% ▲ Add 3 SEC ↗
94 Walleye Trading LLC 383.08K -8.5% $877,255 0.0% ▼ Trim 3 SEC ↗
95 Victory Capital Management Inc 329.36K -0.7% $754,234 0.0% ▼ Trim 3 SEC ↗
96 Mariner, LLC 314.42K +7.7% $719,870 0.0% ▲ Add 3 SEC ↗
97 Capstone Investment Advisors, Llc 296.61K New $679,235 0.0% New 1 SEC ↗
98 D. E. Shaw & Co. 263.62K -89.0% $603,681 0.0% ▼ Trim 5 SEC ↗
99 Holocene Advisors, LP 253.25K -80.2% $579,947 0.0% ▼ Trim 3 SEC ↗
100 Cetera Investment Advisers 240.88K +50.6% $551,618 0.0% ▲ Add 3 SEC ↗

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

New buyers

Norges Bank $31.49M 0.0%
Ameriprise Financial Inc $26.16M 0.0%
Ameriprise Financial Inc $26.16M 0.0%
Hrt Financial Lp $16.17M 0.0%
MIRAE ASSET GLOBAL ETFS… $15.40M 0.0%
Duquesne Family Office $5.92M 0.1%
Capstone Investment Advisors… $679,235 0.0%

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%
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.

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