DaveManuel.com · Institutional Ownership · Who Owns It
UWM HOLDINGS CORPORATION (UWMC)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
300
Reporting holders
$623.1M
Reported value
2.0%
Calls
1.1%
Puts
+12
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $69.7M | 30,457,810 | 0.00% | 19q | +14.9%+$9.0M |
| BlackRock, Inc. | $40.3M | 17,581,973 | 0.00% | 8q | +39.5%+$11.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $31.7M | 13,861,844 | 0.00% | 2q | +44.4%+$9.8M |
| NORGES BANK | $31.5M | 13,750,000 | 0.00% | 2q | +587.5%+$26.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $30.2M | 13,174,409 | 0.00% | 2q | +18.3%+$4.7M |
| AMERIPRISE FINANCIAL INC | $26.2M | 11,422,221 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $23.2M | 10,126,852 | 0.00% | 22q | +65.2%+$9.2M |
| CITADEL ADVISORS LLC | $18.2M incl. $2.1M options CALL+PUT | 7,011,042 | 0.00% | 22q | +67.6%+$7.3M |
| BANK OF AMERICA CORP /DE/ | $17.5M | 7,634,328 | 0.00% | 22q | +9.5%+$1.5M |
| HRT FINANCIAL LP | $16.2M | 7,062,969 | 0.03% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $15.4M | 6,725,165 | 0.02% | new | NEW |
| Freestone Grove Partners LP | $14.9M | 6,488,779 | 0.10% | 2q | -33.5%-$7.5M |
| NORTHERN TRUST CORP | $13.3M | 5,800,878 | 0.00% | 22q | -16.0%-$2.5M |
| Integrated Investment Consultants, LLC | $12.3M | 5,382,453 | 2.43% | 4q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $12.3M | 5,348,788 | 0.00% | 22q | +26.1%+$2.5M |
| STATE STREET CORP | $11.9M | 5,019,364 | 0.00% | 22q | +40.8%+$3.4M |
| Owl Creek Asset Management, L.P. | $11.2M | 4,911,463 | 0.93% | new | NEW |
| Invesco Ltd. | $11.2M | 4,871,588 | 0.00% | 21q | +103.9%+$5.7M |
| MORGAN STANLEY | $11.0M | 4,805,724 | 0.00% | 22q | +19.8%+$1.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | $10.3M | 4,518,400 | 0.01% | 2q | +25.9%+$2.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.7M incl. $4.0M options CALL+PUT | 2,461,482 | 0.00% | 22q | +6.5%+$591.2K |
| AQR CAPITAL MANAGEMENT LLC | $9.5M | 4,368,394 | 0.00% | 13q | +51.5%+$3.2M |
| RENAISSANCE TECHNOLOGIES LLC | $9.4M | 4,106,460 | 0.01% | 3q | +16.1%+$1.3M |
| PLATINUM EQUITY, LLC | $6.8M | 2,990,201 | 21.38% | 18q | HELD |
| Duquesne Family Office LLC | $5.9M | 2,583,000 | 0.11% | new | NEW |
| CANYON CAPITAL ADVISORS LLC | $5.8M | 2,531,196 | 0.66% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $5.8M | 2,522,552 | 0.00% | 12q | +1618.1%+$5.4M |
| XTX Topco Ltd | $5.4M | 2,341,524 | 0.07% | 7q | +761.3%+$4.7M |
| MARSHALL WACE, LLP | $5.3M | 2,316,186 | 0.00% | 10q | +1004.8%+$4.8M |
| UBS Group AG | $4.8M | 2,085,040 | 0.00% | 22q | +4.2%+$193.1K |
| Schonfeld Strategic Advisors LLC | $4.7M | 2,062,485 | 0.02% | 22q | +316.7%+$3.6M |
| MILLENNIUM MANAGEMENT LLC | $4.7M | 2,059,975 | 0.00% | 13q | -8.9%-$459.5K |
| TUDOR INVESTMENT CORP ET AL | $4.7M | 2,054,332 | 0.01% | 4q | -41.8%-$3.4M |
| Bank of New York Mellon Corp | $4.6M | 2,005,793 | 0.00% | 21q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $4.5M | 1,975,353 | 0.00% | 2q | +24.4%+$888.0K |
| Squarepoint Ops LLC | $4.1M | 1,774,823 | 0.00% | 13q | +179.6%+$2.6M |
| Cambridge Investment Research Advisors, Inc. | $3.8M | 1,652,268 | 0.00% | 22q | +129.9%+$2.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.6M | 1,582,771 | 0.00% | 22q | +2.4%+$86.3K |
| GROUP ONE TRADING LLC | $3.5M incl. $3.0M options CALL+PUT | 222,083 | 0.00% | 22q | +17.5%+$517.5K |
| Alight Capital Management LP | $3.4M | 1,500,000 | 0.48% | 4q | -22.1%-$973.2K |
| VARCOV Co. | $3.1M | 1,375,522 | 1.20% | 3q | +194.1%+$2.1M |
| Virtu Financial LLC | $3.0M | 1,302,258 | 0.09% | 3q | -19.6%-$728.9K |
| TWO SIGMA INVESTMENTS, LP | $2.8M | 1,232,215 | 0.00% | 11q | -84.0%-$14.8M |
| Signature Equity Partners, LLC | $2.8M | 1,209,829 | 1.27% | 3q | +30.7%+$650.3K |
| Steward Partners Investment Advisory, LLC | $2.7M | 1,191,705 | 0.01% | 22q | +23.6%+$522.0K |
| IMC-Chicago, LLC | $2.1M incl. $1.8M options CALL+PUT | 91,434 | 0.00% | 11q | +12.7%+$231.5K |
| Walleye Trading LLC | $2.0M incl. $1.1M options CALL+PUT | 383,081 | 0.00% | 8q | -8.5%-$187.6K |
| Oak Thistle LLC | $2.0M | 865,760 | 0.19% | new | NEW |
| SIMPLEX TRADING, LLC | $1.9M incl. $1.8M options CALL+PUT | 70,725 | 0.00% | 22q | -49.0%-$1.9M |
| WELLS FARGO & COMPANY/MN | $1.9M | 833,240 | 0.00% | 22q | +31.3%+$455.2K |
| Empyrean Capital Partners, LP | $1.9M | 815,000 | 0.06% | new | NEW |
| JANE STREET GROUP, LLC | $1.6M CALL+PUT | options only | 0.00% | 14q | OPTIONS |
| EASTERLY INVESTMENT PARTNERS LLC | $1.6M | 690,190 | 0.08% | 7q | +103.4%+$803.6K |
| Carrera Capital Advisors | $1.5M | 619,823 | 0.22% | 8q | +12.6%+$164.9K |
| Engineers Gate Manager LP | $1.5M | 643,332 | 0.02% | new | NEW |
| PDT Partners, LLC | $1.4M | 624,944 | 0.08% | 11q | -34.6%-$758.5K |
| Swiss National Bank | $1.4M | 623,400 | 0.00% | 21q | +58.7%+$528.3K |
| Prana Capital Management, LP | $1.4M | 608,556 | 0.04% | 5q | +387.1%+$1.1M |
| ALLIANCEBERNSTEIN L.P. | $1.4M | 377,292 | 0.00% | 21q | +10.4%+$129.0K |
| Advisors Asset Management, Inc. | $1.3M | 589,425 | 0.02% | new | NEW |
| Brooklands Fund Management Ltd | $1.2M | 554,900 | 0.94% | 3q | HELD |
| Point72 Asset Management, L.P. | $1.2M CALL | options only | 0.00% | 4q | OPTIONS |
| IEQ CAPITAL, LLC | $1.1M | 499,961 | 0.01% | 14q | +50.0%+$381.5K |
| BOOTHBAY FUND MANAGEMENT, LLC | $1.1M incl. $754.1K options CALL | 163,388 | 0.01% | 4q | +740.8%+$994.1K |
| 180 WEALTH ADVISORS, LLC | $1.1M | 482,521 | 0.11% | 18q | +62.0%+$422.9K |
| Creative Planning | $1.1M | 476,961 | 0.00% | 11q | +116.7%+$588.1K |
| D. E. Shaw & Co., Inc. | $1.1M incl. $458.0K options CALL+PUT | 263,616 | 0.00% | 5q | -89.0%-$8.6M |
| Pacific Capital Wealth Advisors, Inc. | $984.7K | 430,000 | 0.15% | 2q | +200.7%+$657.2K |
| Caprock Group, LLC | $965.0K | 403,581 | 0.02% | 3q | HELD |
| Cinctive Capital Management LP | $947.9K | 413,948 | 0.03% | new | NEW |
| Blackstone Inc. | $928.5K | 405,442 | 0.00% | new | NEW |
| Quantbot Technologies LP | $920.4K | 401,917 | 0.04% | 14q | -23.3%-$279.8K |
| Nuveen, LLC | $899.8K | 392,907 | 0.00% | 6q | +30.9%+$212.5K |
| JPMORGAN CHASE & CO | $880.8K incl. $840.0K options CALL | 19,437 | 0.00% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $814.0K | 355,452 | 0.00% | 21q | +52.5%+$280.4K |
| VICTORY CAPITAL MANAGEMENT INC | $754.2K | 329,360 | 0.00% | 14q | -0.7%-$5.4K |
| Mariner, LLC | $719.9K | 314,424 | 0.00% | 16q | +7.7%+$51.7K |
| FNY Investment Advisers, LLC | $691.0K | 302,000 | 0.25% | 3q | +5.5%+$35.9K |
| Jain Global LLC | $686.2K | 299,672 | 0.00% | new | NEW |
| CAPSTONE INVESTMENT ADVISORS, LLC | $679.2K | 296,609 | 0.00% | new | NEW |
| WINTON GROUP Ltd | $629.8K | 275,000 | 0.02% | 3q | -58.3%-$879.9K |
| Inspire Investing, LLC | $629.2K | 274,739 | 0.03% | 10q | -17.0%-$129.3K |
| Mount Lucas Management LP | $595.4K | 260,000 | 0.21% | 6q | +62.7%+$229.5K |
| Holocene Advisors, LP | $579.9K | 253,252 | 0.00% | 9q | -80.2%-$2.4M |
| Fieldview Capital Management, LLC | $572.8K | 250,118 | 0.16% | 2q | -17.5%-$121.8K |
| TIG Advisors, LLC | $560.1K | 244,572 | 0.02% | 2q | +878.3%+$502.8K |
| SALZHAUER MICHAEL | $559.2K incl. $139.2K options CALL | 183,375 | 0.19% | 7q | -67.5%-$1.2M |
| Centiva Capital, LP | $552.8K | 241,418 | 0.00% | 2q | +354.9%+$431.3K |
| Cetera Investment Advisers | $551.6K | 240,881 | 0.00% | 22q | +50.7%+$185.5K |
| ALLSTATE CORP | $524.1K | 228,857 | 0.01% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $515.1K | 224,943 | 0.00% | 2q | +63.0%+$199.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $514.2K | 224,550 | 0.00% | 21q | -10.5%-$60.2K |
| Lebenthal Global Advisors, LLC | $498.7K | 217,762 | 0.07% | 21q | HELD |
| DV Trading LLC | $480.9K | 210,000 | 0.02% | 3q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $463.6K | 202,453 | 0.00% | 2q | HELD |
| Walleye Capital LLC | $452.3K incl. $452.3K options CALL+PUT | 16 | 0.00% | 12q | -97.4%-$17.0M |
| Brevan Howard Capital Management LP | $401.4K | 175,262 | 0.00% | 3q | +72.5%+$168.6K |
| Legal & General Group Plc | $393.0K | 172,038 | 0.00% | 21q | +12.2%+$42.6K |
| Jupiter Topco LLC | $377.9K | 166,113 | 0.00% | new | FIRST |
| SEI INVESTMENTS CO | $368.7K | 160,983 | 0.00% | 7q | +658.0%+$320.1K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-09-29 | 13G | OCO Capital GP LLC | 6.4% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-06 | 2026-08-05 | Directors or officers departed or appointed Material agreement entered Charter or bylaws amended | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-08 | Mat Ishbia | President and CEO | Sold | 1,003,333 | $3.4M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 61 | $5.4M | 4,554,857 | 22 | 21 | 10 | 1.1% |
| Q2 2026 | 300 | $623.1M | 273,796,483 | 74 | 135 | 55 | 3.2% |
| Q1 2026 | 288 | $818.3M | 207,727,604 | 59 | 98 | 84 | 8.2% |
| Q4 2025 | 305 | $989.5M | 216,649,623 | 69 | 122 | 65 | 4.1% |
| Q3 2025 | 263 | $1.1B | 173,535,136 | 76 | 95 | 54 | 4.2% |
| Q2 2025 | 230 | $593.6M | 136,811,379 | 54 | 92 | 56 | 4.7% |
| Q1 2025 | 242 | $669.1M | 120,259,710 | 46 | 105 | 51 | 1.9% |
| Q4 2024 | 225 | $538.2M | 85,875,356 | 38 | 83 | 63 | 6.4% |
| Q3 2024 | 221 | $671.2M | 72,969,034 | 48 | 74 | 54 | 7.4% |
| Q2 2024 | 192 | $401.2M | 53,660,666 | 31 | 64 | 55 | 7.3% |
| Q1 2024 | 186 | $403.8M | 51,141,949 | 29 | 67 | 46 | 7.9% |
| Q4 2023 | 186 | $377.3M | 48,037,120 | 33 | 72 | 46 | 8.9% |
| Q3 2023 | 167 | $233.8M | 42,705,612 | 27 | 57 | 45 | 11.4% |
| Q2 2023 | 160 | $256.9M | 41,795,817 | 25 | 48 | 53 | 8.9% |
| Q1 2023 | 154 | $241.7M | 44,407,652 | 31 | 53 | 42 | 9.7% |
| Q4 2022 | 152 | $141.6M | 36,129,970 | 38 | 46 | 44 | 15.3% |
| Q3 2022 | 127 | $124.6M | 35,985,529 | 15 | 42 | 42 | 15.4% |
| Q2 2022 | 138 | $148.7M | 36,255,504 | 28 | 44 | 42 | 13.5% |
| Q1 2022 | 142 | $228.5M | 44,439,499 | 29 | 54 | 36 | 11.8% |
| Q4 2021 | 152 | $276.7M | 36,877,373 | 30 | 58 | 34 | 21.1% |
| Q3 2021 | 138 | $301.2M | 32,025,856 | 29 | 57 | 22 | 26.0% |
| Q2 2021 | 137 | $434.4M | 30,016,725 | 61 | 34 | 22 | 41.6% |
| Q1 2021 | 96 | $323.8M | 24,577,748 | 98 | 0 | 0 | 40.2% |
| Q4 2020 | 4 | $7.6M | 582,668 | 3 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $4.0K | 500 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $4.0K | 500 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 2 | $36.0K | 4,500 | 1 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $4.0K | 500 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $4.0K | 500 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $4.0K | 500 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $4.0K | 500 | 1 | 0 | 0 | 0.0% |