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UWM (UWMC) Institutional Ownership

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$6.07 -0.17 (-2.72%)
(As of 11/20/2024 ET)
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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)
66
Total
Institutional Inflows
(last 12 months)
$72.95M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$18.00M
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UWMC Institutional Buying and Selling by Quarter

UWM Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC26,022$221K0.0%+485.7%0.002%
11/18/2024 Fortem Financial Group LLC21,775$186K0.1%-11.6%0.001%
11/18/2024 Neo Ivy Capital Management79,814$680K0.2%N/A0.005%
11/16/2024 Geode Capital Management LLC1,546,818$13.18M0.0%+2.7%1.618%
11/15/2024 Barclays PLC26,022$221K0.0%+485.7%0.027%
11/15/2024 Y Intercept Hong Kong Ltd54,678$466K0.0%N/A0.057%
11/15/2024 Orion Portfolio Solutions LLC10,025$85K0.0%N/A0.010%
11/15/2024 State Street Corp1,592,084$13.72M0.0%+5.0%1.665%
11/15/2024 Quadrature Capital Ltd40,984$349K0.0%-54.9%0.043%
11/15/2024 Quantinno Capital Management LP12,419$106K0.0%N/A0.013%
11/15/2024 Philadelphia Financial Management of San Francisco LLC2,558,279$21.80M3.5%N/A2.676%
11/15/2024 Point72 DIFC Ltd56,037$477K0.0%N/A0.059%
11/15/2024 Point72 Asset Management L.P.125,004$1.07M0.0%N/A0.131%
11/15/2024 Prana Capital Management LP63,336$540K0.0%N/A0.066%
11/15/2024 Holocene Advisors LP201,827$1.72M0.0%-52.0%0.211%
11/15/2024 ClearAlpha Technologies LP29,798$254K0.1%N/A0.031%
11/14/2024 PDT Partners LLC103,581$883K0.1%+181.4%0.108%
11/14/2024 Verition Fund Management LLC159,666$1.36M0.0%+446.3%0.167%
11/14/2024 Capstone Investment Advisors LLC34,254$292K0.0%N/A0.036%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC169,516$1.44M0.0%-11.8%0.177%
11/14/2024 FORA Capital LLC21,493$183K0.0%N/A0.022%
11/13/2024 Quantbot Technologies LP273,728$2.33M0.1%+123.0%0.286%
11/13/2024 FMR LLC10,218,728$87.06M0.0%+24.5%10.688%
11/12/2024 Charles Schwab Investment Management Inc.574,290$4.89M0.0%+1.4%0.601%
11/12/2024 Integrated Investment Consultants LLC100,688$858K0.0%+7.9%0.105%
11/9/2024 Intech Investment Management LLC23,241$198K0.0%+88.5%0.024%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.415,656$3.54M0.0%+56.0%0.435%
11/7/2024 Quest Partners LLC3,096$26K0.0%-96.6%0.003%
11/5/2024 Carrera Capital Advisors200,369$1.73M0.4%N/A0.210%
11/5/2024 Victory Capital Management Inc.16,842$143K0.0%-28.0%0.018%
11/5/2024 Aigen Investment Management LP18,912$161K0.0%-37.5%0.020%
11/5/2024 GSA Capital Partners LLP230,455$1.96M0.1%+59.9%0.241%
11/4/2024 Chartwell Investment Partners LLC145,915$1.24M0.0%-29.1%0.153%
10/30/2024 Amalgamated Bank5,851$50K0.0%-66.2%0.006%
10/28/2024 Lebenthal Global Advisors LLC41,974$358K0.1%-32.8%0.044%
10/28/2024 US Bancorp DE4,690$40K0.0%-84.1%0.005%
10/24/2024 Arkadios Wealth Advisors10,141$86K0.0%-39.1%0.011%
10/23/2024 X Square Capital LLC35,000$298K0.1%N/A0.037%
10/22/2024 International Assets Investment Management LLC63,900$544K0.0%+752.0%0.067%
10/22/2024 Private Advisor Group LLC22,583$192K0.0%-11.1%0.024%
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10/19/2024 Allspring Global Investments Holdings LLC28,043$239K0.0%-30.5%0.029%
10/18/2024TriaGen Wealth Management LLC53,207$453K0.2%N/A0.056%
10/18/2024Blue Trust Inc.33,995$290K0.0%+106.7%0.036%
10/11/2024 Creative Planning48,963$417K0.0%+42.4%0.051%
10/10/2024 Inspire Investing LLC179,298$1.53M0.2%+366.1%0.188%
10/9/2024 Wedmont Private Capital20,113$171K0.0%+10.8%0.021%
10/8/2024 CWM LLC14,243$121K0.0%+120.1%0.015%
10/3/2024 SG Americas Securities LLC19,301$164K0.0%-92.0%0.020%
8/21/2024 Truist Financial Corp20,070$139K0.0%-21.8%0.021%
8/15/2024Susquehanna Fundamental Investments LLC224,681$1.56M0.0%+334.5%0.235%
8/15/2024 AQR Capital Management LLC258,883$1.78M0.0%+203.7%0.271%
8/14/2024 Squarepoint Ops LLC342,322$2.37M0.0%+24.5%0.358%
8/14/2024 Xponance Inc.11,032$76K0.0%N/A0.012%
8/14/2024 Frank Rimerman Advisors LLC13,460$93K0.0%N/A0.014%
8/13/2024 Sei Investments Co.31,085$215K0.0%-30.2%0.033%
8/12/2024 Intech Investment Management LLC12,328$85K0.0%N/A0.013%
8/12/2024 Inspire Investing LLC38,468$267K0.0%-37.2%0.040%
8/12/2024 LJI Wealth Management LLC15,160$105K0.0%N/A0.016%
8/12/2024 Mercer Global Advisors Inc. ADV24,757$168K0.0%+8.7%0.026%
8/9/2024 Renaissance Technologies LLC1,712,900$11.87M0.0%+13.2%1.792%
8/6/2024 Quest Partners LLC90,343$626K0.1%N/A0.095%
8/5/2024 Victory Capital Management Inc.23,383$162K0.0%-97.1%0.024%
8/1/2024 Rhumbline Advisers91,964$637K0.0%+3.9%0.096%
7/30/2024 International Assets Investment Management LLC7,500$52K0.0%N/A0.008%
7/26/2024 Cambridge Investment Research Advisors Inc.284,935$1.98M0.0%-0.8%0.298%
7/26/2024 Allspring Global Investments Holdings LLC40,343$280K0.0%-48.3%0.042%
7/26/2024 Bank of New York Mellon Corp908,159$6.29M0.0%+4.3%0.950%
7/24/2024 McAdam LLC12,721$88K0.0%+16.0%0.013%
7/18/2024Blue Trust Inc.16,450$119K0.0%N/A0.017%
7/17/2024 180 Wealth Advisors LLC47,101$351K0.1%-4.5%0.049%
7/16/2024 Wealth Enhancement Advisory Services LLC49,228$341K0.0%-4.8%0.052%
7/16/2024 Wedmont Private Capital18,150$139K0.0%+29.6%0.019%
7/12/2024 SG Americas Securities LLC239,830$1.66M0.0%+1,743.3%0.251%
7/10/2024 CWM LLC6,471$45K0.0%+96.4%0.007%
5/16/2024 California State Teachers Retirement System89,424$649K0.0%-5.0%0.094%
5/15/2024 Public Employees Retirement System of Ohio59,460$432K0.0%-5.0%0.062%
5/15/2024 Price T Rowe Associates Inc. MD57,948$421K0.0%+5.9%0.061%
5/15/2024 Quadrature Capital Ltd54,778$397K0.0%+124.3%0.057%
5/14/2024 Pitcairn Co.14,777$107K0.0%-29.0%0.015%
5/10/2024 Vanguard Group Inc.8,384,007$60.87M0.0%-3.1%8.830%
5/9/2024 SageView Advisory Group LLC7,607$55K0.0%N/A0.008%
5/8/2024 Bleakley Financial Group LLC30,215$219K0.0%+18.0%0.032%
5/8/2024 Inspire Investing LLC61,233$445K0.0%N/A0.064%
5/7/2024Susquehanna Fundamental Investments LLC51,712$375K0.0%N/A0.054%
5/7/2024 SG Americas Securities LLC13,011$94K0.0%-28.0%0.014%
5/6/2024 Quantbot Technologies LP115,250$837K0.0%+134.8%0.121%
5/6/2024 ORG Partners LLC4,047$29K0.1%N/A0.004%
4/30/2024 Arkadios Wealth Advisors17,141$124K0.0%-38.0%0.018%
4/25/2024 Cambridge Investment Research Advisors Inc.287,135$2.09M0.0%+3.4%0.304%
4/24/2024 Simplicity Wealth LLC30,215$219K0.0%N/A0.032%
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4/23/2024 McAdam LLC10,963$80K0.0%N/A0.012%
4/18/2024 Allspring Global Investments Holdings LLC78,060$567K0.0%-13.9%0.082%
4/15/2024 Atlas Capital Advisors LLC5,046$37K0.0%+190.5%0.005%
3/28/2024 Newbridge Financial Services Group Inc.7,200$51K0.0%-40.5%0.008%
3/25/2024 Quadrature Capital Ltd24,417$174K0.0%N/A0.026%
2/26/2024 Neo Ivy Capital Management37,981$272K0.6%N/A0.041%
2/14/2024 Azora Capital LP937,768$6.71M0.6%N/A1.001%
2/12/2024 Parallel Advisors LLC9,820$70K0.0%+44.3%0.010%
2/9/2024 Cambridge Investment Research Advisors Inc.277,580$1.99M0.0%+2.0%0.296%
2/9/2024 Aigen Investment Management LP46,861$335K0.1%-36.9%0.050%
(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, 122 institutional investors and hedge funds held shares of UWM. The most heavily invested institutionals were FMR LLC ($87.06M), Vanguard Group Inc. ($60.87M), Philadelphia Financial Management of San Francisco LLC ($21.80M), State Street Corp ($13.72M), Geode Capital Management LLC ($13.18M), Renaissance Technologies LLC ($11.87M), and Azora Capital LP ($6.71M).Learn more on UWMC's institutional investors.

What percentage of UWM stock is owned by institutional investors?

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

Which institutional investors have been buying UWM stock?

Of the 102 institutional investors that purchased UWM stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Integrated Investment Consultants LLC ($3.60M), FMR LLC ($3.44M), Philadelphia Financial Management of San Francisco LLC ($2.56M), Victory Capital Management Inc. ($2.10M), Azora Capital LP ($1.76M), Allspring Global Investments Holdings LLC ($1.40M), and Basswood Capital Management L.L.C. ($973.63K).

How much institutional buying is happening at UWM?

Institutional investors have bought a total of 21,425,290 shares in the last 24 months. This purchase volume represents approximately $134.13M in transactions.

Which UWM major shareholders have been selling company stock?

Of the 46 institutional investors that sold UWM stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Victory Capital Management Inc. ($795.55K), Allspring Global Investments Holdings LLC ($712.80K), Cambridge Investment Research Advisors Inc. ($300.30K), Vanguard Group Inc. ($270.24K), U.S. Capital Wealth Advisors LLC ($268.95K), SG Americas Securities LLC ($225.58K), and Holocene Advisors LP ($218.92K).

How much institutional selling is happening at UWM?

Institutional investors have sold a total of 3,857,305 shares in the last 24 months. This volume of shares sold represents approximately $24.47M in transactions.


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This page (NYSE:UWMC) was last updated on 11/21/2024 by MarketBeat.com Staff
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