UWM HOLDINGS CORPORATION UWMC
COM CL A · Common Stock · CUSIP 91823B109
- SectorFinancials
- IndustryMortgage Bankers & Loan Correspondents
- HeadquartersPontiac, MI
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $5.60. Options: 9 managers hold calls ($17.4m notional), 9 hold puts ($5.4m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 133 |
| Q4 2022 | 154 |
| Q1 2023 | 160 |
| Q2 2023 | 161 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 86 | 64 |
| Q1 2023 | 90 | 69 |
| Q2 2023 | 80 | 78 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $14.9m | $4.3m | 0.28 |
| Q4 2022 | $14.4m | $7.4m | 0.51 |
| Q1 2023 | $19.2m | $4.3m | 0.22 |
| Q2 2023 | $17.4m | $5.4m | 0.31 |
Biggest buyers
| VANGUARD GROUP INC | Added | +1.3m |
| Allspring Global Investments Holdings, LLC | Added | +695.3k |
| TRUIST FINANCIAL CORP | Added | +331.0k |
| TUDOR INVESTMENT CORP ET AL | Added | +218.5k |
| PARAGON CAPITAL MANAGEMENT INC | New | +215.4k |
| SEI INVESTMENTS CO | Added | +162.6k |
| MILLENNIUM MANAGEMENT LLC | New | +133.9k |
| BANK OF AMERICA CORP /DE/ | Added | +129.5k |
| GOLDMAN SACHS GROUP INC | Added | +127.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +114.7k |
Biggest sellers
| FMR LLC | Reduced | -4.2m |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | Reduced | -634.0k |
| Schonfeld Strategic Advisors LLC | Reduced | -581.4k |
| STRS OHIO | Reduced | -445.1k |
| D. E. Shaw & Co., Inc. | Reduced | -189.8k |
| ISLAY CAPITAL MANAGEMENT, LLC | Sold out | -135.1k |
| U.S. Capital Wealth Advisors, LLC | Sold out | -114.7k |
| TCW GROUP INC | Sold out | -113.9k |
| Balyasny Asset Management L.P. | Sold out | -110.0k |
| GSA CAPITAL PARTNERS LLP | Reduced | -68.0k |
Biggest calls
| JANE STREET GROUP, LLC | Added | $6.1m1.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.6m1.0m shares |
| GROUP ONE TRADING LLC | Added | $2.2m395.9k shares |
| CITADEL ADVISORS LLC | Reduced | $1.7m294.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $821.0k146.7k shares |
| PEAK6 Investments LLC | New | $632.2k112.9k shares |
| WOLVERINE TRADING, LLC | Added | $324.9k57.5k shares |
| Cutler Group LLC / CA | Added | $2.0k3.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.4m437.2k shares |
| GROUP ONE TRADING LLC | Added | $928.5k165.8k shares |
| CITADEL ADVISORS LLC | Reduced | $656.9k117.3k shares |
| SIMPLEX TRADING, LLC | Added | $481.0k86.0k shares |
| Sculptor Capital LP | New | $319.2k57.0k shares |
| WOLVERINE TRADING, LLC | Added | $281.9k49.9k shares |
| CSS LLC/IL | New | $140.0k25.0k shares |
| JANE STREET GROUP, LLC | Reduced | $101.9k18.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
SFS HOLDING CORP
13D · may seek influence
-0.3 pts · filed 2026-08-10
Stated purposeItem 4 of the Schedule 13D is hereby amended by the addition of the following: The information contained above in Item 3 of this Amendment is incorporated herein by reference. Backstop Agreement In connection with the closing of the Financing, on August 5, 2026, the Issuer, Mat Ishbia, and SFS Capital (together with Mat Ishbia, the "Ishbia Support Parties"), and the Oaktree Purchasers entered into the Support and Backstop Purchase Agreement (the "Backstop Agreement"), pursuant to which the Issuer has agreed to raise cash proceeds of at least $400,000,000 from the sale of 200,000,000 shares of Class A Stock through a registered rights offering by the Issuer (the "Rights Offering"). Pursuant to the Backstop Agreement, the Rights Offering will have a record date of October 2, 2026, is expe… Full filing |
79.4% |
| FMR LLC 13G · institution +2.8 pts · filed 2026-05-06 | 9.0% |
| Carlson Lynne M. 13G · passive investor new · filed 2025-03-18 | 7.2% |
| OCO Capital GP LLC 13G · passive investor new · filed 2026-09-29 | 6.4% |
| GOLDMAN SACHS GROUP INC 13G · institution new · filed 2026-08-10 | 5.1% |
Fell to 5% or below in the last year: NORGES BANK (4.1%, 2026-08-12), VANGUARD GROUP INC (0.0%, 2026-03-27)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 5 | $102.3k | — |
| Q2 2022 | 1 | $1.0m | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 1 | $10.0k | 0 | — | — |
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 8.8m $49.4m | Added +1.3m |
| PLATINUM EQUITY, LLC 14.73% of their portfolio | 4.9m $27.4m | Unchanged |
| FMR LLC 0.00% of their portfolio | 4.7m $26.1m | Reduced -4.2m |
| BlackRock Inc. 0.00% of their portfolio | 4.1m $22.7m | Added +90.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.9m $10.7m | Added +111.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 1.7m $9.6m | Reduced -4.0k |
| STATE STREET CORP 0.00% of their portfolio | 1.4m $8.0m | Added +36.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.3m $7.4m | Added +45.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.3m $7.3m | Reduced -12.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 832.1k $4.7m | Added +2.3k |
| Azora Capital LP 0.89% of their portfolio | 777.5k $4.4m | Reduced -41.6k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 736.5k $4.1m | Added +695.3k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 719.9k $4.0m | Added +127.4k |
| MORGAN STANLEY 0.00% of their portfolio | 536.2k $3.0m | Added +13.9k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 520.2k $2.9m | Reduced -7.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 496.6k $2.8m | Added +1.7k |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 449.2k $2.5m | Added +218.5k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 352.6k $2.0m | Added +331.0k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.14% of their portfolio | 339.6k $1.9m | Reduced -634.0k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 326.3k $1.8m | Reduced -38 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 249.7k $1.4m | Added +3.3k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 227.3k $1.3m | Reduced -581.4k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 222.8k $1.2m | Reduced -25.6k |
| PARAGON CAPITAL MANAGEMENT INC 1.02% of their portfolio | 215.4k $1.2m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 200.5k $1.1m | Added +129.5k |
| Swiss National Bank 0.00% of their portfolio | 192.6k $1.1m | Added +2.8k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 180.5k $1.0m | Added +162.6k |
| Integrated Investment Consultants, LLC 0.29% of their portfolio | 162.8k $911.5k | Reduced -28.0k |
| Invesco Ltd. 0.00% of their portfolio | 160.0k $896.2k | Added +14.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 150.5k $842.9k | Added +114.7k |
| STRS OHIO 0.00% of their portfolio | 148.9k $833.0k | Reduced -445.1k |
| UBS Group AG 0.00% of their portfolio | 146.3k $819.2k | Added +20.6k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 133.9k $749.7k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 113.4k $635.2k | Added +89.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 108.9k $610.1k | Reduced -3.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 105.8k $592.5k | Added +92.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 101.0k $565.6k | Reduced -5.6k |
| Squarepoint Ops LLC 0.00% of their portfolio | 94.1k $527.1k | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 90.3k $505.9k | Added +13.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 89.8k $441.1k | Unchanged |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 88.0k $492.6k | Added +150 |
| BARCLAYS PLC 0.00% of their portfolio | 83.9k $470.0k | Added +26.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 83.0k $464.6k | New |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.04% of their portfolio | 73.8k $413.4k | Reduced -2.8k |
| GROUP ONE TRADING LLC 0.02% of their portfolio | 72.5k $405.8k | Reduced -65.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 69.1k $386.7k | Reduced -5.1k |
| Legal & General Group Plc 0.00% of their portfolio | 65.0k $363.8k | Added +25.7k |
| Advisory Services Network, LLC 0.01% of their portfolio | 64.3k $360.1k | Added +2.9k |
| Mariner, LLC 0.00% of their portfolio | 63.6k $356.0k | Added +1.7k |
| Neo Ivy Capital Management 0.18% of their portfolio | 62.4k $349.0k | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 58.0k $324.9k | Added +488 |
| Sculptor Capital LP 0.01% of their portfolio | 57.0k $319.2k | New |
| Lebenthal Global Advisors, LLC 0.09% of their portfolio | 56.2k $314.9k | Reduced -31.0k |
| LPL Financial LLC 0.00% of their portfolio | 55.9k $312.8k | Reduced -18.9k |
| Private Advisor Group, LLC 0.00% of their portfolio | 55.0k $308.1k | Added +232 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 51.0k $286.0k | Reduced -21.8k |
| HRT FINANCIAL LP 0.00% of their portfolio | 49.3k $276.0k | New |
| Penserra Capital Management LLC 0.00% of their portfolio | 44.5k $249.0k | Reduced -7.7k |
| 180 WEALTH ADVISORS, LLC 0.05% of their portfolio | 43.8k $239.5k | Reduced -403 |
| Counterpoint Mutual Funds LLC 0.23% of their portfolio | 43.4k $243.3k | New |
| ROTHSCHILD INVESTMENT LLC /IL 0.02% of their portfolio | 42.9k $240.0k | Reduced -3.2k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 42.0k $235.0k | Reduced -4.1k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 41.6k $233.0k | Reduced -61.7k |
| Cresset Asset Management, LLC 0.00% of their portfolio | 41.4k $236.1k | New |
| CITIGROUP INC 0.00% of their portfolio | 41.0k $229.6k | Reduced -27.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 40.8k $229.6k | Reduced -1.8k |
| Treasurer of the State of North Carolina 0.00% of their portfolio | 40.6k $227.0k | Added +30 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 39.3k $220.0k | Reduced -28 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 37.0k $207.2k | Reduced -189.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 35.8k $200.6k | Added +35.5k |
| Quantbot Technologies LP 0.01% of their portfolio | 31.9k $178.4k | Reduced -48.9k |
| BAKER TILLY WEALTH MANAGEMENT, LLC 0.02% of their portfolio | 30.0k $168.0k | Reduced -582 |
| Taylor & Morgan Wealth Management, LLC 0.13% of their portfolio | 29.0k $162.7k | Added +2.6k |
| Simplicity Solutions, LLC 0.00% of their portfolio | 28.2k $158.1k | Added +13.2k |
| Bleakley Financial Group, LLC 0.00% of their portfolio | 28.2k $158.1k | Added +13.2k |
| Jump Financial, LLC 0.01% of their portfolio | 28.0k $156.8k | Reduced -1.0k |
| Vident Investment Advisory, LLC 0.01% of their portfolio | 27.1k $151.9k | Added +2.0k |
| LJI Wealth Management, LLC 0.04% of their portfolio | 26.8k $149.9k | Reduced -4.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 26.6k $148.8k | New |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 24.8k $139.1k | Reduced -640 |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 24.7k $138.1k | New |
| PITCAIRN CO 0.01% of their portfolio | 23.8k $133.5k | Reduced -2.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 23.0k $129.0k | Reduced -12.0k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 21.4k $120.0k | Added +747 |
| Cetera Investment Advisers 0.00% of their portfolio | 21.1k $118.4k | Unchanged |
| Patriot Financial Group Insurance Agency, LLC 0.02% of their portfolio | 21.1k $118.0k | Reduced -2.1k |
| WOLVERINE TRADING, LLC 0.00% of their portfolio | 20.7k $117.1k | Reduced -13.7k |
| Procyon Advisors, LLC 0.01% of their portfolio | 20.7k $115.8k | New |
| MARSHALL WACE, LLP 0.00% of their portfolio | 20.0k $111.7k | New |
| Balboa Wealth Partners 0.04% of their portfolio | 19.2k $107.3k | New |
| FIDELIS CAPITAL PARTNERS, LLC 0.04% of their portfolio | 18.1k $101.2k | Added +892 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 17.9k $100.1k | Reduced -2.5k |
| DDFG, Inc 0.04% of their portfolio | 17.1k $95.8k | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 16.9k $94.7k | Reduced -5.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 16.5k $92.7k | Added +16.1k |
| State of Wyoming 0.03% of their portfolio | 16.0k $89.7k | New |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 15.5k $88.3k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 14.8k $82.8k | Reduced -762 |
| AMALGAMATED BANK 0.00% of their portfolio | 14.7k $82.0k | Reduced -4.2k |
| COMMERCE BANK 0.00% of their portfolio | 14.3k $80.1k | Unchanged |