Institutional Ownership Uwm Holdings Corp (UWMC)
This table provides information about the institutional ownership of Uwm Holdings Corp (UWMC). We have compiled data on the 294 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $726 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,760
shares
|
$8,976
0.0% of portfolio
|
Q3 2025
Added 23.94%
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
1,500
shares
|
$7,649
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,488
shares
|
$7,588
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
1,443
shares
|
$7,359
0.0% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,423
shares
|
$7,257
0.0% of portfolio
|
Q1 2025
Added 16.26%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
1,248
shares
|
$6,364
0.0% of portfolio
|
Q3 2025
Reduced 53.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,210
shares
|
$6,171
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,149
shares
|
$5,859
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
1,000
shares
|
$5,100
0.0% of portfolio
|
Q3 2022
Reduced 79.06%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
1,000
shares
|
$5,100
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
993
shares
|
$5,064
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lmr Partners LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
900
shares
|
$4,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
731
shares
|
$3,728
0.0% of portfolio
|
Q3 2025
Reduced 53.94%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
730
shares
|
$3,722
0.0% of portfolio
|
Q3 2025
Reduced 75.2%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
630
shares
|
$3,213
0.0% of portfolio
|
Q3 2025
Reduced 5.55%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
625
shares
|
$3,187
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
581
shares
|
$2,963
0.0% of portfolio
|
Q3 2025
Added 25.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
569
shares
|
$2,901
0.0% of portfolio
|
Q3 2025
Reduced 23.93%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
487
shares
|
$2,483
0.0% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
438
shares
|
$2,233
0.0% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
408
shares
|
$2,080
0.0% of portfolio
|
Q4 2024
Reduced 96.08%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
406
shares
|
$2,070
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
341
shares
|
$1,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
325
shares
|
$1,657
0.0% of portfolio
|
Q3 2025
Added 261.11%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
300
shares
|
$1,530
0.0% of portfolio
|
Q2 2023
New holding
|
|