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Disclosery

UWMC UWM HOLDINGS CORPORATION

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Stock (common), issuer CIK 1783398

286 managers (295 13F filers) reported a position in UWMC shares at 2026-06-30, 272,970,214 shares in all. 71 filers opened a position and 62 filers sold out during the quarter.

Managers
286
13F filers
295
New
71
Added
137
Reduced
54
Sold out
62
Shares held by filers
272,970,214

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

  • OCO Capital GP LLC
    22,000,000 shares, 6.43% in a 13G as of 2026-09-24,0000945621-26-001191
    Accepted , ingested

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ELEVATION POINT WEALTH PARTNERS, LLC13,894$33.3K<0.01%+52913F-HRTimeline
SIGNATUREFD, LLC14,211$32.5K<0.01%+6,29713F-HRTimeline
Vestmark Advisory Solutions, Inc.13,894$31.8K<0.01%+63313F-HRTimeline
Mission Financial Group, LLC13,604$31.2K0.03%13F-HRTimeline
FORTEM FINANCIAL GROUP, LLC13,485$30.9K0.01%-1,50013F-HRTimeline
Secure Asset Management, LLC13,236$30.3K<0.01%new13F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al13,200$30.2K<0.01%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,643$30.2K<0.01%+25313F-HRTimelineGroup
AMALGAMATED BANK13,237$30K<0.01%+3,22113F-HRTimeline
Beacon Pointe Advisors, LLC12,901$29.5K<0.01%-2,00013F-HRTimeline
NewEdge Wealth, LLC12,813$29.3K<0.01%+2,00013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,358$28.3K<0.01%+2,18213F-HRTimelineGroup
Alpha Zero LLC13,500$27.7K0.01%new13F-HRTimeline
Utah Retirement Systems11,866$27.2K<0.01%013F-HRTimeline
VIMA LLC11,851$27.1K0.03%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,568$26.5K<0.01%new13F-HRTimelineGroup
LJI Wealth Management, LLC11,500$26.3K<0.01%013F-HRTimeline
MAI Capital Management11,087$25.8K<0.01%+3,55813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.10,786$24.7K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,666$24.4K<0.01%new13F-HRTimeline
Parcion Private Wealth LLC10,628$24.3K<0.01%new13F-HRTimeline
Bull Harbor Capital LLC10,551$24.2K<0.01%-1,97313F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …10,152$23.2K<0.01%new13F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp10,115$23.2K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.9,200$21.1K<0.01%+3,20013F-HRTimeline
Sterling Capital Management LLC7,722$17.7K<0.01%+92413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.7,641$17K<0.01%+1,86013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP6,729$15.4K<0.01%+92913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,645$15.2K<0.01%-5,51913F-HRTimelineGroup
Quent Capital, LLC5,753$13.2K<0.01%-1,21613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,593$12.8K<0.01%+4,69913F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…5,569$12.8K<0.01%+78513F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,954$11.3K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.3,419$7.83K<0.01%+2,45513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,040$6.96K<0.01%new13F-HRTimelineGroup
Premier Financial Group3,000$6.87K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2,985$6.83K<0.01%-5,94713F-HRTimeline
Essential Partners LLC2,279$5.22K<0.01%-1,54513F-HRTimeline
Center for Financial Planning, Inc.2,136$4.89K<0.01%-1,94113F-HRTimeline
Triumph Capital Management2,000$4.58K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,880$4.31K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC1,590$3.64K<0.01%+1,47213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,391$3.19K<0.01%-38,45013F-HRTimelineGroup
GAMMA Investing LLC1,391$3.19K<0.01%+18213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,355$3.1K<0.01%+6713F-HRTimeline
Cedar Mountain Advisors, LLC1,325$3.04K<0.01%+1313F-HRTimeline
Coston, McIsaac & Partners1,502$3K<0.01%013F-HRTimeline
IFP Advisors, Inc1,191$2.73K<0.01%-1,07513F-HRTimeline
DHJJ Financial Advisors, Ltd.1,149$2.63K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,070$2.45K<0.01%+7013F-HRTimelineGroup
Atlantic Private Wealth, LLC1,000$2.29K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…977$2.24K<0.01%-10,44513F-HRTimelineGroup
Kingdom Financial Group LLC.867$1.99K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.843$1.93K<0.01%+66913F-HRTimeline
Fortitude Family Office, LLC781$1.79K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC609$1.4K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC581$1.22K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS467$1.07K<0.01%new13F-HRTimeline
Avion Wealth454$1K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.419$960<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC408$934<0.01%013F-HRTimeline
NewEdge Advisors, LLC280$641<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.242$554<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC200$458<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.165$378<0.01%+7113F-HR/ATimeline
UMB Bank, n.a.140$321<0.01%+8213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NISA INVESTMENT ADVISORS, LLC131$313<0.01%-11,99813F-HRTimeline
JPL Wealth Management, LLC130$298<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC122$279<0.01%new13F-HRTimeline
Continuum Advisory, LLC118$270<0.01%new13F-HRTimeline
Torren Management, LLC107$245<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…76$181<0.01%new13F-HRTimelineGroup
Kilter Group LLC78$179<0.01%013F-HRTimeline
Trust Co67$153<0.01%013F-HRTimeline
Parkside Financial Bank & Trust66$152<0.01%-61113F-HRTimeline
Delos Wealth Advisors, LLC10$23<0.01%013F-HRTimeline
Creative Capital Management Investments…8$18<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC4$10<0.01%new13F-HRTimeline
Larson Financial Group LLC3$7<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…3$7<0.01%new13F-HRTimeline
Silver Grove Financial Group, Inc.3$7<0.01%new13F-HRTimeline
LRI Investments, LLC2$5<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC1$3<0.01%new13F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …10,471,859$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
Covestor Ltd159$00%+10913F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • OCO Capital GP LLC reported 22,000,000 UWMC shares, 6.43% of the class, as of 2026-09-24, in a 13G filed 2026-09-29. 0000945621-26-001191

    Accepted , ingested