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 ($375.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $4.14. Options: 15 managers hold calls ($18.7m notional), 10 hold puts ($9.0m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 133 |
| Q4 2022 | 154 |
| Q1 2023 | 160 |
| Q2 2023 | 161 |
| Q3 2023 | 166 |
| Q4 2023 | 185 |
| Q1 2024 | 185 |
| Q2 2024 | 194 |
| Q3 2024 | 220 |
| Q4 2024 | 226 |
| Q1 2025 | 243 |
| Q2 2025 | 231 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 91 | 70 |
| Q4 2023 | 106 | 68 |
| Q1 2024 | 107 | 75 |
| Q2 2024 | 96 | 81 |
| Q3 2024 | 129 | 73 |
| Q4 2024 | 125 | 108 |
| Q1 2025 | 158 | 82 |
| Q2 2025 | 143 | 121 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $33.7m | $15.7m | 0.47 |
| Q4 2024 | $18.9m | $15.8m | 0.83 |
| Q1 2025 | $4.5m | $8.5m | 1.89 |
| Q2 2025 | $18.7m | $9.0m | 0.48 |
Biggest buyers
| VANGUARD GROUP INC | Added | +5.4m |
| 683 Capital Management, LLC | New | +4.8m |
| Balyasny Asset Management L.P. | Added | +3.2m |
| Diameter Capital Partners LP | New | +2.8m |
| Azora Capital LP | New | +2.2m |
| BANK OF AMERICA CORP /DE/ | Added | +1.8m |
| ROYAL BANK OF CANADA | Added | +1.8m |
| EMG Holdings, L.P. | New | +1.8m |
| BlackRock, Inc. | Added | +1.6m |
| UBS Group AG | Added | +1.4m |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -7.7m |
| CITADEL ADVISORS LLC | Reduced | -7.7m |
| Holocene Advisors, LP | Reduced | -2.6m |
| AQR CAPITAL MANAGEMENT LLC | Reduced | -1.9m |
| MACQUARIE GROUP LTD | Sold out | -1.4m |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -1.3m |
| Cubist Systematic Strategies, LLC | Sold out | -979.6k |
| NORTHERN TRUST CORP | Reduced | -568.5k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -472.7k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -455.2k |
Biggest calls
| EMG Holdings, L.P. | New | $8.3m2.0m shares |
| NOMURA HOLDINGS INC | New | $3.0m715.0k shares |
| GROUP ONE TRADING LLC | Added | $1.6m383.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.5m361.9k shares |
| JPMORGAN CHASE & CO | New | $828.0k200.0k shares |
| CITADEL ADVISORS LLC | Reduced | $757.2k182.9k shares |
| JCSD Capital, LLC | First filing | $558.9k135.0k shares |
| SIMPLEX TRADING, LLC | Added | $482.0k116.6k shares |
| IMC-Chicago, LLC | Reduced | $445.1k107.5k shares |
| SIG BROKERAGE, LP | New | $414.0k100.0k shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $2.1m496.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.0m487.2k shares |
| CITADEL ADVISORS LLC | Added | $2.0m475.3k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.0m247.6k shares |
| NOMURA HOLDINGS INC | New | $993.6k240.0k shares |
| IMC-Chicago, LLC | Added | $386.7k93.4k shares |
| SIMPLEX TRADING, LLC | Added | $251.0k60.7k shares |
| JANE STREET GROUP, LLC | Reduced | $166.0k40.1k shares |
| SIG BROKERAGE, LP | New | $124.2k30.0k 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), BRANDES INVESTMENT PARTNERS, LP (4.8%, 2025-11-13), PLATINUM EQUITY, LLC (2.7%, 2025-11-13)
Insider purchases and sales in Q2 2025
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 2023 | 1 | $208.0k | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $147.3m | — |
| Q4 2024 | 0 | — | 1 | — | — |
| Q1 2025 | 0 | — | 1 | — | — |
| Q2 2025 | 0 | — | 1 | $14.7m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-30 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold | $1.7m400.0k shares |
| 2025-06-27 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold | $1.6m400.0k shares |
| 2025-06-26 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold | $1.7m400.0k shares |
| 2025-06-25 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold | $1.7m400.0k shares |
| 2025-06-24 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold | $1.7m400.0k shares |
| 2025-06-23 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold | $1.6m400.0k shares |
| 2025-06-20 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold | $1.6m400.0k shares |
| 2025-06-18 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold | $1.6m400.0k shares |
| 2025-06-17 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold | $1.6m400.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 16.3m $67.4m | Added +5.4m |
| FMR LLC 0.00% of their portfolio | 16.3m $67.3m | Added +1.2m |
| BRANDES INVESTMENT PARTNERS, LP 0.46% of their portfolio | 12.2m $50.6m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 8.4m $34.6m | Added +1.6m |
| Balyasny Asset Management L.P. 0.06% of their portfolio | 6.0m $24.8m | Added +3.2m |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 5.4m $22.4m | Reduced -7.7m |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 5.0m $20.5m | Reduced -7.7m |
| PLATINUM EQUITY, LLC 46.97% of their portfolio | 4.9m $20.3m | Unchanged |
| 683 Capital Management, LLC 2.02% of their portfolio | 4.8m $19.9m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.8m $15.6m | Added +1.8m |
| Diameter Capital Partners LP 3.17% of their portfolio | 2.8m $11.4m | New |
| Freestone Grove Partners LP 0.08% of their portfolio | 2.7m $11.1m | Added +81.8k |
| MORGAN STANLEY 0.00% of their portfolio | 2.6m $10.7m | Added +295.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.4m $10.0m | Added +777.3k |
| Azora Capital LP 0.41% of their portfolio | 2.2m $9.0m | New |
| UBS Group AG 0.00% of their portfolio | 2.0m $8.3m | Added +1.4m |
| STATE STREET CORP 0.00% of their portfolio | 1.9m $8.0m | Added +241.8k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 1.9m $7.8m | Reduced -455.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.8m $7.5m | Added +1.8m |
| EMG Holdings, L.P. 9.42% of their portfolio | 1.8m $7.4m | New |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 1.4m $5.8m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.2m $5.2m | Added +175.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 1.2m $5.0m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.1m $4.4m | Added +430.1k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 1.0m $4.2m | Added +230.7k |
| EVR Research LP 2.19% of their portfolio | 1.0m $4.2m | New |
| Steward Partners Investment Advisory, LLC 0.03% of their portfolio | 963.7k $4.0m | Added +962.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 921.1k $3.8m | Reduced -568.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 871.6k $3.6m | Reduced -33.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 851.8k $3.5m | Added +277.2k |
| Quantbot Technologies LP 0.08% of their portfolio | 767.2k $3.2m | Added +363.0k |
| AGF MANAGEMENT LTD 0.01% of their portfolio | 742.0k $3.1m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 699.5k $2.9m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 677.8k $2.8m | Added +516.2k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 656.9k $2.7m | Added +248.7k |
| Brevan Howard Capital Management LP 0.03% of their portfolio | 601.2k $2.5m | Added +417.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 573.6k $2.4m | Added +414.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 570.1k $2.4m | Reduced -1.9m |
| XTX Topco Ltd 0.09% of their portfolio | 553.0k $2.3m | Added +457.7k |
| Jump Financial, LLC 0.03% of their portfolio | 526.5k $2.2m | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 517.1k $2.1m | Reduced -112.6k |
| Carrera Capital Advisors 0.42% of their portfolio | 486.4k $2.1m | Added +5.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 479.4k $2.0m | Added +211.2k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 453.8k $1.9m | Reduced -204.3k |
| Walleye Trading LLC 0.04% of their portfolio | 411.9k $1.7m | New |
| NOMURA HOLDINGS INC 0.01% of their portfolio | 393.2k $1.6m | New |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 388.9k $1.6m | Added +345.0k |
| GSA CAPITAL PARTNERS LLP 0.11% of their portfolio | 381.6k $1.6m | Added +227.6k |
| Verition Fund Management LLC 0.01% of their portfolio | 370.8k $1.5m | Reduced -77.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 366.7k $1.5m | Reduced -14.1k |
| Nebula Research & Development LLC 0.13% of their portfolio | 365.4k $1.5m | Added +195.2k |
| Invesco Ltd. 0.00% of their portfolio | 356.4k $1.5m | Added +226.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 325.5k $1.3m | Reduced -8.7k |
| Swiss National Bank 0.00% of their portfolio | 307.0k $1.3m | Added +62.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 290.2k $1.2m | Added +111.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 288.0k $1.2m | Added +199.5k |
| Limestone Investment Advisors LP 0.11% of their portfolio | 250.0k $250.5k | First filing |
| EASTERLY INVESTMENT PARTNERS LLC 0.07% of their portfolio | 242.2k $1.0m | Added +75.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 240.5k $995.9k | Reduced -168.2k |
| Nuveen, LLC 0.00% of their portfolio | 234.4k $970.3k | Added +16.3k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 231.1k $956.8k | Added +117.0k |
| GROUP ONE TRADING LLC 0.03% of their portfolio | 225.1k $932.1k | Added +1.9k |
| Amundi 0.00% of their portfolio | 220.7k $946.8k | Added +218.9k |
| Inspire Investing, LLC 0.10% of their portfolio | 218.0k $902.6k | Added +1.4k |
| Mount Lucas Management LP 0.42% of their portfolio | 215.0k $890.1k | Added +24.0k |
| LPL Financial LLC 0.00% of their portfolio | 193.4k $800.9k | Reduced -27.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 191.1k $792.3k | New |
| PDT Partners, LLC 0.04% of their portfolio | 188.6k $780.9k | Added +41.9k |
| Walleye Capital LLC 0.01% of their portfolio | 182.8k $756.9k | Added +99.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 182.8k $756.6k | Reduced -59.7k |
| Legal & General Group Plc 0.00% of their portfolio | 180.2k $745.9k | Added +71.6k |
| Mork Capital Management, LLC 0.52% of their portfolio | 173.0k $716.2k | Unchanged |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 171.4k $730.3k | Added +52.7k |
| PEAK6 LLC 0.01% of their portfolio | 160.0k $662.3k | New |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 156.9k $649.8k | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 156.1k $646.0k | New |
| Holocene Advisors, LP 0.00% of their portfolio | 154.9k $641.3k | Reduced -2.6m |
| Ilex Capital Partners (UK) LLP 0.02% of their portfolio | 148.5k $614.6k | New |
| Lebenthal Global Advisors, LLC 0.11% of their portfolio | 148.4k $614.5k | Added +43.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.02% of their portfolio | 146.2k $605.2k | Reduced -123.9k |
| Quantinno Capital Management LP 0.00% of their portfolio | 145.0k $600.2k | Added +35.4k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.02% of their portfolio | 143.0k $592.0k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 141.1k $584.3k | Added +49.1k |
| Creative Planning 0.00% of their portfolio | 135.8k $562.3k | Added +101.9k |
| WINTON GROUP Ltd 0.03% of their portfolio | 134.6k $557.3k | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 121.4k $502.8k | Added +98.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 119.9k $496.5k | Reduced -6.9k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 115.5k $478.1k | Added +18.0k |
| Cetera Investment Advisers 0.00% of their portfolio | 113.0k $467.7k | Added +19.2k |
| 180 WEALTH ADVISORS, LLC 0.06% of their portfolio | 107.8k $446.4k | Added +40.3k |
| CITIGROUP INC 0.00% of their portfolio | 99.7k $412.6k | Reduced -105.2k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.02% of their portfolio | 96.1k $397.8k | New |
| AXQ CAPITAL, LP 0.12% of their portfolio | 92.7k $383.8k | Added +42.7k |
| Quadrature Capital Ltd 0.01% of their portfolio | 89.0k $368.6k | New |
| Atom Investors LP 0.03% of their portfolio | 85.1k $352.2k | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 81.9k $339.5k | Added +43.1k |
| SIMPLEX TRADING, LLC 0.01% of their portfolio | 74.5k $308.0k | Added +19.9k |
| Treasurer of the State of North Carolina 0.00% of their portfolio | 73.3k $303.0k | Added +30.1k |
| SALZHAUER MICHAEL 0.18% of their portfolio | 70.0k $289.8k | New |
| Vident Advisory, LLC 0.00% of their portfolio | 68.6k $284.2k | Reduced -18.6k |