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UWM (UWMC) Institutional Ownership

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$5.81 +0.03 (+0.52%)
(As of 12:52 PM 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)
67
Total
Institutional Inflows
(last 12 months)
$76.89M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$18.51M
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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
12/26/2024JPMorgan Chase & Co.84,282$718K0.0%-43.1%0.005%
11/25/2024Tidal Investments LLC449,907$3.83M0.0%N/A0.028%
11/25/2024Wilmington Savings Fund Society FSB28,043$239K0.0%N/A0.002%
11/19/2024Barclays PLC26,022$221K0.0%+485.7%0.002%
11/18/2024Fortem Financial Group LLC21,775$186K0.1%-11.6%0.001%
11/18/2024Neo Ivy Capital Management79,814$680K0.2%N/A0.005%
11/16/2024Geode Capital Management LLC1,546,818$13.18M0.0%+2.7%1.618%
11/15/2024Barclays PLC26,022$221K0.0%+485.7%0.027%
11/15/2024Y Intercept Hong Kong Ltd54,678$466K0.0%N/A0.057%
11/15/2024Orion Portfolio Solutions LLC10,025$85K0.0%N/A0.010%
11/15/2024State Street Corp1,592,084$13.72M0.0%+5.0%1.665%
11/15/2024Quadrature Capital Ltd40,984$349K0.0%-54.9%0.043%
11/15/2024Quantinno Capital Management LP12,419$106K0.0%N/A0.013%
11/15/2024Philadelphia Financial Management of San Francisco LLC2,558,279$21.80M3.5%N/A2.676%
11/15/2024Point72 DIFC Ltd56,037$477K0.0%N/A0.059%
11/15/2024Point72 Asset Management L.P.125,004$1.07M0.0%N/A0.131%
11/15/2024Prana Capital Management LP63,336$540K0.0%N/A0.066%
11/15/2024Holocene Advisors LP201,827$1.72M0.0%-52.0%0.211%
11/15/2024ClearAlpha Technologies LP29,798$254K0.1%N/A0.031%
11/14/2024PDT Partners LLC103,581$883K0.1%+181.4%0.108%
11/14/2024Verition Fund Management LLC159,666$1.36M0.0%+446.3%0.167%
11/14/2024Capstone Investment Advisors LLC34,254$292K0.0%N/A0.036%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC169,516$1.44M0.0%-11.8%0.177%
11/14/2024FORA Capital LLC21,493$183K0.0%N/A0.022%
11/13/2024Quantbot Technologies LP273,728$2.33M0.1%+123.0%0.286%
11/13/2024FMR LLC10,218,728$87.06M0.0%+24.5%10.688%
11/12/2024Charles Schwab Investment Management Inc.574,290$4.89M0.0%+1.4%0.601%
11/12/2024Integrated Investment Consultants LLC100,688$858K0.0%+7.9%0.105%
11/9/2024Intech Investment Management LLC23,241$198K0.0%+88.5%0.024%
11/8/2024Connor Clark & Lunn Investment Management Ltd.415,656$3.54M0.0%+56.0%0.435%
11/7/2024Quest Partners LLC3,096$26K0.0%-96.6%0.003%
11/5/2024Carrera Capital Advisors200,369$1.73M0.4%N/A0.210%
11/5/2024Victory Capital Management Inc.16,842$143K0.0%-28.0%0.018%
11/5/2024Aigen Investment Management LP18,912$161K0.0%-37.5%0.020%
11/5/2024GSA Capital Partners LLP230,455$1.96M0.1%+59.9%0.241%
11/4/2024Chartwell Investment Partners LLC145,915$1.24M0.0%-29.1%0.153%
10/30/2024Amalgamated Bank5,851$50K0.0%-66.2%0.006%
10/28/2024Lebenthal Global Advisors LLC41,974$358K0.1%-32.8%0.044%
10/28/2024US Bancorp DE4,690$40K0.0%-84.1%0.005%
10/24/2024Arkadios Wealth Advisors10,141$86K0.0%-39.1%0.011%
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10/23/2024X Square Capital LLC35,000$298K0.1%N/A0.037%
10/22/2024International Assets Investment Management LLC63,900$544K0.0%+752.0%0.067%
10/22/2024Private Advisor Group LLC22,583$192K0.0%-11.1%0.024%
10/19/2024Allspring 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%
10/11/2024Creative Planning48,963$417K0.0%+42.4%0.051%
10/10/2024Inspire Investing LLC179,298$1.53M0.2%+366.1%0.188%
10/9/2024Wedmont Private Capital20,113$171K0.0%+10.8%0.021%
10/8/2024CWM LLC14,243$121K0.0%+120.1%0.015%
10/3/2024SG Americas Securities LLC19,301$164K0.0%-92.0%0.020%
8/21/2024Truist Financial Corp20,070$139K0.0%-21.8%0.021%
8/15/2024Susquehanna Fundamental Investments LLC224,681$1.56M0.0%+334.5%0.235%
8/15/2024AQR Capital Management LLC258,883$1.78M0.0%+203.7%0.271%
8/14/2024Squarepoint Ops LLC342,322$2.37M0.0%+24.5%0.358%
8/14/2024Xponance Inc.11,032$76K0.0%N/A0.012%
8/14/2024Frank Rimerman Advisors LLC13,460$93K0.0%N/A0.014%
8/13/2024Sei Investments Co.31,085$215K0.0%-30.2%0.033%
8/12/2024Intech Investment Management LLC12,328$85K0.0%N/A0.013%
8/12/2024Inspire Investing LLC38,468$267K0.0%-37.2%0.040%
8/12/2024LJI Wealth Management LLC15,160$105K0.0%N/A0.016%
8/12/2024Mercer Global Advisors Inc. ADV24,757$168K0.0%+8.7%0.026%
8/9/2024Renaissance Technologies LLC1,712,900$11.87M0.0%+13.2%1.792%
8/6/2024Quest Partners LLC90,343$626K0.1%N/A0.095%
8/5/2024Victory Capital Management Inc.23,383$162K0.0%-97.1%0.024%
8/1/2024Rhumbline Advisers91,964$637K0.0%+3.9%0.096%
7/30/2024International Assets Investment Management LLC7,500$52K0.0%N/A0.008%
7/26/2024Cambridge Investment Research Advisors Inc.284,935$1.98M0.0%-0.8%0.298%
7/26/2024Allspring Global Investments Holdings LLC40,343$280K0.0%-48.3%0.042%
7/26/2024Bank of New York Mellon Corp908,159$6.29M0.0%+4.3%0.950%
7/24/2024McAdam LLC12,721$88K0.0%+16.0%0.013%
7/18/2024Blue Trust Inc.16,450$119K0.0%N/A0.017%
7/17/2024180 Wealth Advisors LLC47,101$351K0.1%-4.5%0.049%
7/16/2024Wealth Enhancement Advisory Services LLC49,228$341K0.0%-4.8%0.052%
7/16/2024Wedmont Private Capital18,150$139K0.0%+29.6%0.019%
7/12/2024SG Americas Securities LLC239,830$1.66M0.0%+1,743.3%0.251%
7/10/2024CWM LLC6,471$45K0.0%+96.4%0.007%
5/16/2024California State Teachers Retirement System89,424$649K0.0%-5.0%0.094%
5/15/2024Public Employees Retirement System of Ohio59,460$432K0.0%-5.0%0.062%
5/15/2024Price T Rowe Associates Inc. MD57,948$421K0.0%+5.9%0.061%
5/15/2024Quadrature Capital Ltd54,778$397K0.0%+124.3%0.057%
5/14/2024Pitcairn Co.14,777$107K0.0%-29.0%0.015%
5/10/2024Vanguard Group Inc.8,384,007$60.87M0.0%-3.1%8.830%
5/9/2024SageView Advisory Group LLC7,607$55K0.0%N/A0.008%
5/8/2024Bleakley Financial Group LLC30,215$219K0.0%+18.0%0.032%
5/8/2024Inspire Investing LLC61,233$445K0.0%N/A0.064%
5/7/2024Susquehanna Fundamental Investments LLC51,712$375K0.0%N/A0.054%
5/7/2024SG Americas Securities LLC13,011$94K0.0%-28.0%0.014%
5/6/2024Quantbot Technologies LP115,250$837K0.0%+134.8%0.121%
5/6/2024ORG Partners LLC4,047$29K0.1%N/A0.004%
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4/30/2024Arkadios Wealth Advisors17,141$124K0.0%-38.0%0.018%
4/25/2024Cambridge Investment Research Advisors Inc.287,135$2.09M0.0%+3.4%0.304%
4/24/2024Simplicity Wealth LLC30,215$219K0.0%N/A0.032%
4/23/2024McAdam LLC10,963$80K0.0%N/A0.012%
4/18/2024Allspring Global Investments Holdings LLC78,060$567K0.0%-13.9%0.082%
4/15/2024Atlas Capital Advisors LLC5,046$37K0.0%+190.5%0.005%
3/28/2024Newbridge Financial Services Group Inc.7,200$51K0.0%-40.5%0.008%
3/25/2024Quadrature Capital Ltd24,417$174K0.0%N/A0.026%
2/26/2024Neo Ivy Capital Management37,981$272K0.6%N/A0.041%
2/14/2024Azora Capital LP937,768$6.71M0.6%N/A1.001%
(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, 125 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 104 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 21,903,240 shares in the last 24 months. This purchase volume represents approximately $138.20M in transactions.

Which UWM major shareholders have been selling company stock?

Of the 47 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 3,917,859 shares in the last 24 months. This volume of shares sold represents approximately $25.00M in transactions.


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This page (NYSE:UWMC) was last updated on 12/30/2024 by MarketBeat.com Staff
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