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UWM (UWMC) Institutional Ownership

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$6.04 -0.31 (-4.80%)
Closing price 01/31/2025 03:58 PM Eastern
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$6.07 +0.03 (+0.43%)
As of 01/31/2025 07:21 PM Eastern
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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)
69
Total
Institutional Inflows
(last 12 months)
$77.92M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$16.85M
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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
1/31/2025Sanctuary Advisors LLC12,105$77K0.0%N/A0.001%
1/30/2025 Rhumbline Advisers99,999$587K0.0%-4.3%0.006%
1/29/2025 Allspring Global Investments Holdings LLC57,085$322K0.0%+103.6%0.004%
1/29/2025 Salzhauer Michael150,000$880K0.3%N/A0.009%
1/28/2025 LJI Wealth Management LLC12,000$70K0.0%-20.8%0.001%
1/28/2025 Wilmington Savings Fund Society FSB23,361$137K0.0%-16.7%0.001%
1/27/2025 Bleakley Financial Group LLC39,723$233K0.0%+37.0%0.002%
1/22/2025 Patriot Financial Group Insurance Agency LLC30,148$177K0.0%+31.2%0.002%
1/22/2025 Lebenthal Global Advisors LLC97,759$574K0.1%+132.9%0.006%
1/22/2025 Blue Trust Inc.55,943$328K0.0%+64.6%0.004%
1/17/2025 Secure Asset Management LLC20,339$119K0.0%N/A0.001%
1/17/2025 Inspire Investing LLC188,889$1.11M0.1%+5.3%0.012%
1/17/2025 SG Americas Securities LLC42,725$251K0.0%+121.4%0.003%
1/15/2025 HB Wealth Management LLC14,053$82K0.0%+23.0%0.001%
1/15/2025 Integrated Investment Consultants LLC95,914$563K0.0%-4.7%0.006%
1/14/2025 180 Wealth Advisors LLC61,784$363K0.1%+34.6%0.004%
1/13/2025 Wedmont Private Capital40,857$223K0.0%+103.1%0.003%
1/6/2025 Fortem Financial Group LLC17,875$105K0.0%-17.9%0.001%
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%
11/25/2024 Wilmington Savings Fund Society FSB28,043$239K0.0%N/A0.002%
11/19/2024Barclays PLC26,022$221K0.0%+485.7%0.002%
11/18/2024 Fortem 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%
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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%
11/12/2024 Integrated 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%
10/28/2024 Lebenthal Global Advisors LLC41,974$358K0.1%-32.8%0.044%
10/28/2024US Bancorp DE4,690$40K0.0%-84.1%0.005%
10/24/2024 Arkadios Wealth Advisors10,141$86K0.0%-39.1%0.011%
10/23/2024X Square Capital LLC35,000$298K0.1%N/A0.037%
10/22/2024 International Assets Investment Management LLC63,900$544K0.0%+752.0%0.067%
10/22/2024Private Advisor Group LLC22,583$192K0.0%-11.1%0.024%
10/19/2024 Allspring Global Investments Holdings LLC28,043$239K0.0%-30.5%0.029%
10/18/2024 TriaGen Wealth Management LLC53,207$453K0.2%N/A0.056%
10/18/2024 Blue Trust Inc.33,995$290K0.0%+106.7%0.036%
10/11/2024Creative 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%
10/8/2024CWM LLC14,243$121K0.0%+120.1%0.015%
10/3/2024 SG 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%
8/12/2024 Inspire Investing LLC38,468$267K0.0%-37.2%0.040%
8/12/2024 LJI Wealth Management LLC15,160$105K0.0%N/A0.016%
8/12/2024Mercer 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%
8/1/2024 Rhumbline Advisers91,964$637K0.0%+3.9%0.096%
7/30/2024 International Assets Investment Management LLC7,500$52K0.0%N/A0.008%
7/26/2024Cambridge 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%
7/26/2024Bank 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%
7/18/2024 Blue Trust Inc.16,450$119K0.0%N/A0.017%
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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%
7/10/2024CWM 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%
(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, 126 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 105 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 ($1.43M), and Basswood Capital Management L.L.C. ($973.63K).

How much institutional buying is happening at UWM?

Institutional investors have bought a total of 22,064,624 shares in the last 24 months. This purchase volume represents approximately $139.71M in transactions.

Which UWM major shareholders have been selling company stock?

Of the 50 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 ($708.42K), 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 3,776,595 shares in the last 24 months. This volume of shares sold represents approximately $24.59M in transactions.


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This page (NYSE:UWMC) was last updated on 2/1/2025 by MarketBeat.com Staff
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