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Disclosery

UWMC UWM HOLDINGS CORPORATION

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Stock (common), issuer CIK 1783398

224 managers (230 13F filers) reported a position in UWMC shares at 2025-06-30, 135,580,652 shares in all. 52 filers opened a position and 66 filers sold out during the quarter.

Managers
224
13F filers
230
New
52
Added
92
Reduced
54
Sold out
66
Shares held by filers
135,580,652

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Geneos Wealth Management Inc.430$1.78K<0.01%-1,09213F-HRTimeline
Plante Moran Financial Advisors, LLC408$1.69K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.394$1.63K<0.01%+5613F-HRTimeline
Federation des caisses Desjardins du Qu…300$1.24K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC280$1.16K<0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.206$1K<0.01%-4813F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC231$956<0.01%new13F-HR/ATimeline
MV CAPITAL MANAGEMENT, INC.203$841<0.01%+16613F-HRTimeline
Tradewinds Capital Management, LLC200$828<0.01%013F-HRTimeline
True Wealth Design, LLC150$621<0.01%-17813F-HRTimeline
Rise Advisors, LLC102$422<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC90$373<0.01%+5013F-HRTimeline
Essential Partners LLC89$368<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK84$348<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC73$300<0.01%-17113F-HRTimeline
Allworth Financial LP72$298<0.01%-27713F-HRTimeline
SIERRA OCEAN, LLC64$265<0.01%013F-HRTimeline
Blue Trust, Inc.39$161<0.01%-1,87513F-HRTimeline
Golden State Wealth Management, LLC24$99<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC10$42<0.01%new13F-HRTimeline
JCSD Capital, LLC10$41<0.01%13F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC61$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
PrairieView Partners, LLC11$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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