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UWM (UWMC) Institutional Ownership

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$4.37 -0.22 (-4.77%)
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Institutional Ownership Changes (13F Filings) for UWM (NYSE:UWMC)

Current
Institutional Ownership
Percentage
53.59%
Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$170.58M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$52.14M
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UWMC Institutional Buying and Selling by Quarter

UWM Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/23/2025 KLP Kapitalforvaltning AS33,200$140K0.0%+63.5%0.002%
7/15/2025 Public Employees Retirement System of Ohio48,712$202K0.0%+67.7%0.003%
7/14/2025 Park Avenue Securities LLC17,403$72K0.0%N/A0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC171,438$730K0.0%+44.4%0.011%
7/9/2025 Pallas Capital Advisors LLC16,463$68K0.0%-65.2%0.001%
7/8/2025 Parallel Advisors LLC29,533$122K0.0%+94.6%0.002%
6/27/2025Goldman Sachs Group Inc.640,168$3.50M0.0%-36.5%0.040%
6/3/2025Inspire Investing LLC216,640$1.18M0.1%+14.7%0.014%
5/29/2025Rhumbline Advisers97,467$532K0.0%-2.5%0.006%
5/20/2025Focus Partners Wealth10,073$55K0.0%N/A0.001%
5/16/2025Goldman Sachs Group Inc.640,168$3.50M0.0%-36.5%0.040%
5/16/2025Dynamic Technology Lab Private Ltd16,997$92K0.0%N/A0.001%
5/16/2025AQR Capital Management LLC2,496,805$13.63M0.0%+1,144.7%0.156%
5/15/2025PDT Partners LLC146,698$801K0.1%+330.6%0.009%
5/15/2025Focus Partners Advisor Solutions LLC13,601$74K0.0%N/A0.001%
5/15/2025Cubist Systematic Strategies LLC979,578$5.35M0.0%+81.5%0.061%
5/15/2025Quarry LP9,707$53K0.0%N/A0.001%
5/15/2025Vident Advisory LLC87,227$476K0.0%+23.1%0.005%
5/15/2025State of Wyoming27,831$152K0.0%N/A0.002%
5/15/2025Trexquant Investment LP174,270$952K0.0%-58.3%0.011%
5/14/2025Ieq Capital LLC207,246$1.13M0.0%+435.8%0.013%
5/14/2025Nishkama Capital LLC374,053$2.04M0.2%N/A0.023%
5/14/2025Capital Fund Management S.A.158,916$868K0.0%N/A0.010%
5/14/2025Quantbot Technologies LP404,164$2.21M0.1%+53.4%0.025%
5/13/2025Cresset Asset Management LLC36,638$204K0.0%+14.4%0.002%
5/13/2025Fox Run Management L.L.C.20,991$115K0.0%N/A0.001%
5/13/2025Russell Investments Group Ltd.13,413$73K0.0%+769.3%0.001%
5/12/2025Independent Advisor Alliance10,657$58K0.0%N/A0.001%
5/12/2025Nuveen LLC218,104$1.19M0.0%N/A0.014%
5/12/2025Aigen Investment Management LP51,009$279K0.0%+285.2%0.003%
5/12/2025Invesco Ltd.130,400$712K0.0%+19.0%0.008%
5/12/2025Swiss National Bank244,700$1.34M0.0%+38.6%0.015%
5/9/2025Deutsche Bank AG8,297$45K0.0%-80.9%0.001%
5/9/2025Charles Schwab Investment Management Inc.574,676$3.14M0.0%-1.0%0.036%
5/9/2025Vanguard Group Inc.10,841,704$59.20M0.0%-7.8%0.678%
5/8/2025XTX Topco Ltd95,349$521K0.0%-15.7%0.006%
5/8/2025 GSA Capital Partners LLP154,029$841K0.1%-9.6%0.010%
5/7/2025Carrera Capital Advisors481,370$2.68M0.6%+139.0%0.030%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 25,845$141K0.0%+42.3%0.002%
5/7/2025Integrated Investment Consultants LLC115,655$631K0.1%+20.6%0.007%
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5/6/2025Cetera Investment Advisers93,722$512K0.0%+8.1%0.006%
5/6/2025Mount Lucas Management LP191,000$1.04M0.3%N/A0.012%
5/6/2025SYM FINANCIAL Corp11,640$64K0.0%N/A0.001%
5/6/2025Oak Thistle LLC80,344$439K0.1%N/A0.005%
5/6/2025Y Intercept Hong Kong Ltd48,049$262K0.0%N/A0.003%
5/5/2025Allianz Asset Management GmbH24,400$133K0.0%N/A0.002%
5/2/2025Easterly Investment Partners LLC166,510$909K0.1%+50.7%0.010%
5/2/2025Victory Capital Management Inc.380,875$2.08M0.0%+1,773.5%0.024%
5/2/2025Grange Capital LLC13,000$71K0.1%N/A0.001%
5/2/2025 Signaturefd LLC8,159$45K0.0%+135.4%0.001%
5/1/2025Bleakley Financial Group LLC44,059$241K0.0%+10.9%0.003%
5/1/2025CWM LLC115,764$632K0.0%+865.2%0.007%
5/1/2025Arizona State Retirement System36,236$198K0.0%+37.5%0.002%
5/1/2025Fortem Financial Group LLC14,225$78K0.0%-20.4%0.001%
4/30/2025Cerity Partners LLC62,631$342K0.0%N/A0.004%
4/29/2025Penserra Capital Management LLC43,337$236K0.0%-11.1%0.003%
4/29/2025Bank of New York Mellon Corp1,071,397$5.85M0.0%-1.5%0.067%
4/28/2025Teacher Retirement System of Texas19,377$106K0.0%-44.8%0.001%
4/28/2025Summit Trail Advisors LLC22,567$126K0.0%N/A0.001%
4/24/2025Allspring Global Investments Holdings LLC43,296$232K0.0%-24.2%0.003%
4/23/2025Sequoia Financial Advisors LLC11,840$65K0.0%N/A0.001%
4/22/2025Cambridge Investment Research Advisors Inc.408,182$2.23M0.0%+15.3%0.026%
4/16/2025 Wealth Enhancement Advisory Services LLC118,720$648K0.0%+112.5%0.007%
4/15/2025 GAMMA Investing LLC5,863$32K0.0%+101.8%0.000%
4/14/2025 Pallas Capital Advisors LLC47,301$258K0.0%N/A0.003%
4/9/2025 Merit Financial Group LLC29,918$163K0.0%N/A0.002%
4/9/2025180 Wealth Advisors LLC67,508$369K0.1%+9.3%0.004%
4/8/2025Rhumbline Advisers97,467$532K0.0%-2.5%0.006%
4/8/2025 Parallel Advisors LLC15,175$83K0.0%+60.3%0.001%
4/7/2025 GAMMA Investing LLC32,012$175K0.0%+1,002.0%0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC55,858$328K0.0%+14.3%0.003%
2/19/2025 Public Employees Retirement System of Ohio32,400$190K0.0%-5.4%0.002%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC197,047$1.16M0.0%+16.2%0.012%
2/17/2025Voloridge Investment Management LLC699,778$4.11M0.0%+9.9%0.044%
2/17/2025Vident Advisory LLC70,831$416K0.0%-38.8%0.004%
2/17/2025Two Sigma Investments LP962,891$5.65M0.0%-40.6%0.060%
2/17/2025Tidal Investments LLC291,842$1.71M0.0%-35.1%0.018%
2/17/2025Teza Capital Management LLC13,379$79K0.0%-34.6%0.001%
2/17/2025Trace Wealth Advisors LLC22,500$132K0.1%N/A0.001%
2/17/2025Sherbrooke Park Advisers LLC20,038$118K0.0%+17.4%0.001%
2/17/2025Point72 Asset Management L.P.118,515$696K0.0%-5.2%0.007%
2/17/2025Prana Capital Management LP177,442$1.04M0.0%+180.2%0.011%
2/17/2025Quantinno Capital Management LP32,155$189K0.0%+158.9%0.002%
2/17/2025Nuveen Asset Management LLC237,485$1.39M0.0%-2.1%0.015%
2/17/2025OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC143,000$839K0.1%N/A0.009%
2/17/2025Mork Capital Management LLC173,000$1.02M0.7%N/A0.011%
2/17/2025D. E. Shaw & Co. Inc.30,726$180K0.0%-91.9%0.002%
2/17/2025Corton Capital Inc.30,977$182K0.1%-50.1%0.002%
2/17/2025Cubist Systematic Strategies LLC539,650$3.17M0.0%+26.2%0.034%
2/17/2025Cetera Investment Advisers86,734$509K0.0%+147.8%0.005%
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2/17/2025Bayesian Capital Management LP25,000$147K0.0%N/A0.002%
2/17/2025Bank of America Corp DE390,154$2.29M0.0%-54.7%0.024%
2/17/2025Basswood Capital Management L.L.C.1,124,694$6.60M0.4%N/A0.070%
2/17/2025BNP Paribas Financial Markets359,382$2.11M0.0%N/A0.022%
2/17/2025Ameriprise Financial Inc.76,238$448K0.0%+449.7%0.005%
2/14/2025Mercer Global Advisors Inc. ADV30,014$176K0.0%+25.9%0.002%
2/14/2025Freestone Grove Partners LP67,343$395K0.0%N/A0.004%
2/14/2025PDT Partners LLC34,066$200K0.0%-67.1%0.002%
2/14/2025Schonfeld Strategic Advisors LLC196,002$1.15M0.0%-80.1%0.012%
2/14/2025Northern Trust Corp2,985,910$17.53M0.0%-30.7%0.187%
(Data available from 1/1/2016 forward)

UWMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UWMC shares?

During the previous two years, 185 institutional investors and hedge funds held shares of UWM. The most heavily invested institutionals were FMR LLC ($87.06M), Vanguard Group Inc. ($59.20M), First Trust Advisors LP ($21.88M), Philadelphia Financial Management of San Francisco LLC ($21.80M), Northern Trust Corp ($17.53M), State Street Corp ($13.72M), and AQR Capital Management LLC ($13.63M).Learn more on UWM's institutional investors.

What percentage of UWM's stock is owned by institutional investors?

53.59% of UWM's stock is owned by institutional investors. Learn more on UWMC's institutional investor holdings.

Which institutional investors have been buying UWM's stock?

Of the 159 institutional investors that purchased UWM's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Integrated Investment Consultants LLC ($3.46M), FMR LLC ($3.44M), First Trust Advisors LP ($3.35M), Vanguard Group Inc. ($3.24M), Philadelphia Financial Management of San Francisco LLC ($2.56M), AQR Capital Management LLC ($2.47M), and Basswood Capital Management L.L.C. ($1.12M).

How much institutional buying is happening at UWM?

Institutional investors have bought a total of 26,265,203 shares in the last 24 months. This purchase volume represents approximately $170.58M in transactions.

Which of UWM's major shareholders have been selling company stock?

Of the 56 institutional investors that sold UWM's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northern Trust Corp ($1.33M), Vanguard Group Inc. ($923.21K), Victory Capital Management Inc. ($791.56K), Schonfeld Strategic Advisors LLC ($789.37K), Goldman Sachs Group Inc. ($735.07K), Two Sigma Investments LP ($658.79K), and Invesco Ltd. ($499.24K).

How much institutional selling is happening at UWM?

Institutional investors have sold a total of 8,507,511 shares in the last 24 months. This volume of shares sold represents approximately $52.14M in transactions.



This page (NYSE:UWMC) was last updated on 7/24/2025 by MarketBeat.com Staff
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