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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $3.62. Options: 17 managers hold calls ($51.6m notional), 12 hold puts ($15.8m).
Trends to Q1 2026
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 |
| Q3 2025 | 257 |
| Q4 2025 | 298 |
| Q1 2026 | 287 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 96 | 81 |
| Q3 2024 | 129 | 73 |
| Q4 2024 | 125 | 108 |
| Q1 2025 | 158 | 82 |
| Q2 2025 | 143 | 121 |
| Q3 2025 | 172 | 99 |
| Q4 2025 | 194 | 103 |
| Q1 2026 | 156 | 156 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $18.7m | $9.0m | 0.48 |
| Q3 2025 | $30.4m | $15.8m | 0.52 |
| Q4 2025 | $23.3m | $17.4m | 0.75 |
| Q1 2026 | $51.6m | $15.8m | 0.31 |
Biggest buyers
| FMR LLC | Added | +10.5m |
| Freestone Grove Partners LP | New | +9.8m |
| NORTHERN TRUST CORP | Added | +5.8m |
| Diameter Capital Partners LP | New | +5.8m |
| GOLDMAN SACHS GROUP INC | Added | +5.4m |
| BANK OF AMERICA CORP /DE/ | Added | +3.9m |
| CANADA PENSION PLAN INVESTMENT BOARD | New | +3.6m |
| KING STREET CAPITAL MANAGEMENT, L.P. | Added | +3.2m |
| D. E. Shaw & Co., Inc. | Added | +1.9m |
| TWO SIGMA INVESTMENTS, LP | Added | +1.8m |
Biggest sellers
| Azora Capital LP | Sold out | -11.3m |
| BRANDES INVESTMENT PARTNERS, LP | Sold out | -10.5m |
| 683 Capital Management, LLC | Sold out | -7.1m |
| TWO SIGMA ADVISERS, LP | Sold out | -5.1m |
| FIRST TRUST ADVISORS LP | Reduced | -3.6m |
| MetLife Investment Management, LLC | Reduced | -2.6m |
| CITADEL ADVISORS LLC | Reduced | -2.5m |
| Concentric Capital Strategies, LP | Sold out | -2.3m |
| Maple Rock Capital Partners Inc. | Sold out | -2.2m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.1m |
Biggest calls
| Balyasny Asset Management L.P. | New | $14.5m4.0m shares |
| 140 Summer Partners LP | New | $9.3m2.6m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.5m1.8m shares |
| GROUP ONE TRADING LLC | Added | $5.9m1.6m shares |
| CITADEL ADVISORS LLC | Added | $2.5m699.9k shares |
| JANE STREET GROUP, LLC | Added | $2.4m653.7k shares |
| ExodusPoint Capital Management, LP | New | $2.2m600.0k shares |
| IMC-Chicago, LLC | Added | $2.1m593.5k shares |
| SIMPLEX TRADING, LLC | Added | $2.1m588.3k shares |
| Point72 Asset Management, L.P. | New | $1.7m473.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.9m2.2m shares |
| CITADEL ADVISORS LLC | Reduced | $2.1m571.1k shares |
| IMC-Chicago, LLC | Added | $1.3m351.7k shares |
| SIMPLEX TRADING, LLC | Added | $963.3k266.1k shares |
| GROUP ONE TRADING LLC | Reduced | $955.7k264.0k shares |
| Walleye Trading LLC | Added | $865.9k239.2k shares |
| NOMURA HOLDINGS INC | Unchanged | $796.4k220.0k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $362.0k100.0k shares |
| JANE STREET GROUP, LLC | Added | $340.6k94.1k shares |
| SIG BROKERAGE, LP | Unchanged | $178.5k49.3k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $147.3m | — |
| Q4 2024 | 0 | — | 1 | — | — |
| Q1 2025 | 0 | — | 1 | — | — |
| Q2 2025 | 0 | — | 1 | $14.7m | — |
| Q3 2025 | 0 | — | 1 | $149.2m | $108.5m |
| Q4 2025 | 0 | — | 1 | $180.4m | $180.4m |
| Q1 2026 | 0 | — | 1 | $193.8m | $193.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-31 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.6m1.0m shares |
| 2026-03-30 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.5m1.0m shares |
| 2026-03-27 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.5m1.0m shares |
| 2026-03-26 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.5m1.0m shares |
| 2026-03-25 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.6m1.0m shares |
| 2026-03-24 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.6m1.0m shares |
| 2026-03-23 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.7m1.0m shares |
| 2026-03-20 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.6m1.0m shares |
| 2026-03-19 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.7m1.0m shares |
| 2026-03-18 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.7m1.0m shares |
| 2026-03-17 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.7m1.0m shares |
| 2026-03-16 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.7m1.0m shares |
| 2026-03-13 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.3m632.9k shares |
| 2026-03-12 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.4m632.9k shares |
| 2026-03-11 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.5m632.9k shares |
| 2026-03-10 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.6m632.9k shares |
| 2026-03-09 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.4m632.9k shares |
| 2026-03-06 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.5m632.9k shares |
| 2026-03-05 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.6m632.9k shares |
| 2026-03-04 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.7m632.9k shares |
| 2026-03-03 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.7m632.9k shares |
| 2026-03-02 | Mat Ishbia +1 President and CEO, director | Sold plan | $2.8m632.9k shares |
| 2026-02-27 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.8m632.9k shares |
| 2026-02-26 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.8m632.9k shares |
| 2026-02-25 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.6m632.9k shares |
| 2026-02-24 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.9m632.9k shares |
| 2026-02-23 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.9m632.9k shares |
| 2026-02-20 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $2.9m632.9k shares |
| 2026-02-19 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.0m632.9k shares |
| 2026-02-18 | Mat Ishbia +1 President and CEO, director · See Footnote | Sold plan | $3.1m632.9k shares |
The latest 30 of 61 trades.
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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.01% of their portfolio | 26.5m $96.0m | Added +10.5m |
| BlackRock, Inc. 0.00% of their portfolio | 12.6m $45.6m | Added +638.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 11.1m $40.3m | First filing |
| Freestone Grove Partners LP 0.26% of their portfolio | 9.8m $35.3m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 9.6m $34.7m | First filing |
| KING STREET CAPITAL MANAGEMENT, L.P. 8.61% of their portfolio | 7.8m $28.2m | Added +3.2m |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 7.7m $27.9m | Added +1.8m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 7.0m $25.2m | Added +3.9m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 6.9m $25.0m | Added +5.8m |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 6.1m $22.2m | Added +5.4m |
| Diameter Capital Partners LP 4.02% of their portfolio | 5.8m $21.0m | New |
| Integrated Investment Consultants, LLC 4.13% of their portfolio | 5.4m $19.4m | Added +26.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.2m $15.4m | Added +463.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 4.2m $15.1m | Reduced -2.5m |
| MORGAN STANLEY 0.00% of their portfolio | 4.0m $14.5m | Added +1.1m |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 3.6m $13.0m | New |
| STATE STREET CORP 0.00% of their portfolio | 3.6m $13.2m | Added +454.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 3.5m $12.8m | Reduced -1.4m |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 3.5m $12.8m | Added +102.6k |
| PLATINUM EQUITY, LLC 33.48% of their portfolio | 3.0m $10.8m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.9m $10.4m | Reduced -1.4m |
| Alyeska Investment Group, L.P. 0.03% of their portfolio | 2.9m $10.3m | Added +1.2m |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 2.6m $9.3m | Reduced -1.5m |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 2.4m $8.7m | Added +1.9m |
| Invesco Ltd. 0.00% of their portfolio | 2.4m $8.7m | Added +890.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 2.3m $8.4m | Added +1.2m |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 2.3m $8.2m | Reduced -2.1m |
| Karl Kapital LLC 5.05% of their portfolio | 2.0m $7.3m | Added +1.6m |
| ExodusPoint Capital Management, LP 0.07% of their portfolio | 2.0m $7.2m | Reduced -1.2m |
| UBS Group AG 0.00% of their portfolio | 2.0m $7.2m | Reduced -1.3m |
| Bank of New York Mellon Corp 0.00% of their portfolio | 2.0m $7.2m | Reduced -218.6k |
| Alight Capital Management LP 2.03% of their portfolio | 1.9m $7.0m | Added +1.1m |
| Virtu Financial LLC 0.24% of their portfolio | 1.6m $5.9m | Added +1.2m |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 1.6m $5.7m | First filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.5m $5.6m | Added +86.9k |
| Holocene Advisors, LP 0.01% of their portfolio | 1.3m $4.6m | Added +1.1m |
| NFJ INVESTMENT GROUP, LLC 0.16% of their portfolio | 1.2m $4.3m | Added +7.5k |
| Steward Partners Investment Advisory, LLC 0.02% of their portfolio | 963.8k $3.5m | Added +15 |
| PDT Partners, LLC 0.20% of their portfolio | 956.2k $3.5m | Added +8.5k |
| Signature Equity Partners, LLC 1.80% of their portfolio | 925.9k $3.4m | Added +157.3k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.27% of their portfolio | 839.1k $3.0m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 812.9k $2.9m | Reduced -3.6m |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 718.6k $2.6m | Added +29.6k |
| WINTON GROUP Ltd 0.08% of their portfolio | 659.2k $2.4m | Added +575.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 634.7k $2.3m | Added +536.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 634.5k $2.3m | Added +454.0k |
| SALZHAUER MICHAEL 0.14% of their portfolio | 564.4k $307.6k | Added +487.1k |
| Brooklands Fund Management Ltd 2.69% of their portfolio | 554.9k $2.0m | Unchanged |
| Carrera Capital Advisors 0.32% of their portfolio | 550.7k $2.0m | Added +225.4k |
| Quantbot Technologies LP 0.08% of their portfolio | 524.1k $1.9m | Reduced -56.9k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 504.7k $1.8m | Reduced -2.0m |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 495.0k $1.8m | Added +195.5k |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. 0.09% of their portfolio | 478.4k $1.7m | Reduced -1.4m |
| VARCOV Co. 0.63% of their portfolio | 467.8k $1.7m | Added +243.3k |
| Walleye Trading LLC 0.03% of their portfolio | 418.6k $1.5m | Reduced -145.8k |
| Caprock Group, LLC 0.04% of their portfolio | 405.5k $1.5m | Added +125.8k |
| Swiss National Bank 0.00% of their portfolio | 392.7k $1.4m | Unchanged |
| North Reef Capital Management LP 0.04% of their portfolio | 353.4k $1.3m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 341.7k $1.5m | Added +116.9k |
| EASTERLY INVESTMENT PARTNERS LLC 0.09% of their portfolio | 339.3k $1.2m | Added +99.3k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 333.4k $1.2m | Reduced -224.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 331.7k $1.2m | Added +306.4k |
| Inspire Investing, LLC 0.07% of their portfolio | 331.2k $1.2m | Added +73.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 317.0k $1.1m | New |
| Fieldview Capital Management, LLC 0.32% of their portfolio | 303.3k $1.1m | New |
| Nuveen, LLC 0.00% of their portfolio | 300.1k $1.1m | Reduced -702.7k |
| 180 WEALTH ADVISORS, LLC 0.12% of their portfolio | 297.8k $1.1m | Added +138.8k |
| Mariner, LLC 0.00% of their portfolio | 291.8k $1.1m | Reduced -36.5k |
| FNY Investment Advisers, LLC 0.45% of their portfolio | 286.3k $1.0m | Added +51.3k |
| CITIGROUP INC 0.00% of their portfolio | 286.1k $1.0m | Reduced -317.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 278.3k $1.0m | Added +76.7k |
| XTX Topco Ltd 0.02% of their portfolio | 271.9k $984.1k | Reduced -336.0k |
| AXQ CAPITAL, LP 0.13% of their portfolio | 268.9k $973.4k | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 250.8k $908.0k | Unchanged |
| Hudson Bay Capital Management LP 0.01% of their portfolio | 241.4k $873.7k | Reduced -795.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 233.0k $843.5k | Added +45.5k |
| Creative Planning 0.00% of their portfolio | 220.2k $796.9k | Reduced -102.2k |
| Lebenthal Global Advisors, LLC 0.11% of their portfolio | 217.7k $788.2k | Added +25.2k |
| DV Trading LLC 0.07% of their portfolio | 210.0k $760.2k | Unchanged |
| MARSHALL WACE, LLP 0.00% of their portfolio | 209.7k $759.0k | Reduced -1.1m |
| WOLVERINE ASSET MANAGEMENT LLC 0.01% of their portfolio | 202.5k $732.9k | New |
| CWM, LLC 0.00% of their portfolio | 196.0k $709.6k | Reduced -27.7k |
| GROUP ONE TRADING LLC 0.02% of their portfolio | 188.9k $684.0k | Reduced -123.2k |
| Aquatic Capital Management LLC 0.02% of their portfolio | 165.7k $600.0k | Added +105.2k |
| Cetera Investment Advisers 0.00% of their portfolio | 159.9k $578.8k | Added +9.1k |
| Mount Lucas Management LP 0.21% of their portfolio | 159.8k $578.5k | Added +4.3k |
| Legal & General Group Plc 0.00% of their portfolio | 153.4k $555.3k | Reduced -17.6k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 146.8k $531.5k | Added +91.3k |
| Pacific Capital Wealth Advisors, Inc. 0.09% of their portfolio | 143.0k $517.7k | New |
| Handelsbanken Fonder AB 0.00% of their portfolio | 141.5k $512.0k | Added +58.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 139.2k $503.8k | Added +16.4k |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 138.5k $501.5k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 138.0k $499.5k | First filing |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.00% of their portfolio | 136.0k $492.2k | Reduced -11.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 128.7k $457.0k | Added +48.9k |
| Prana Capital Management, LP 0.01% of their portfolio | 124.9k $452.2k | Reduced -317.7k |
| PINEBRIDGE INVESTMENTS LLC 0.00% of their portfolio | 124.4k $450.3k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 119.7k $433.4k | Reduced -490.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 115.7k $419.0k | Added +37.4k |
| CORSAIR CAPITAL MANAGEMENT, L.P. 0.06% of their portfolio | 115.0k $416.3k | New |