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Disclosery

UWMC UWM HOLDINGS CORPORATION

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Stock (common), issuer CIK 1783398

252 managers (256 13F filers) reported a position in UWMC shares at 2025-09-30, 172,938,067 shares in all. 73 filers opened a position and 46 filers sold out during the quarter.

Managers
252
13F filers
256
New
73
Added
101
Reduced
53
Sold out
46
Shares held by filers
172,938,067

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,735$28.8K<0.01%-1,04613F-HRTimelineGroup
Allworth Financial LP4,163$25.4K<0.01%+4,09113F-HRTimeline
STRS OHIO3,752$22.9K<0.01%+213F-HRTimeline
CoreCap Advisors, LLC3,510$21.4K<0.01%+1,50013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,101$18.9K<0.01%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.2,788$17K<0.01%+1913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,433$15.2K<0.01%-2113F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding1,760$10.7K-9,923Timeline
AMERICAN NATIONAL BANK & TRUST1,500$9.13K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1,488$9.06K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners1,443$8K<0.01%+3413F-HRTimeline
Sunbelt Securities, Inc.1,210$7.37K<0.01%new13F-HRTimeline
Financial Connections Group, Inc.1,248$7K<0.01%-1,43013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,149$7K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,000$6.09K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC1,000$6.09K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …993$6K<0.01%new13F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP900$5.48K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC731$4.45K<0.01%-85613F-HRTimeline
Caitong International Asset Management …730$4.45K<0.01%-2,21313F-HRTimeline
Essential Partners LLC670$4.08K<0.01%+58113F-HRTimeline
MAI Capital Management630$3.84K<0.01%-17313F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN625$3.81K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC581$3.61K<0.01%+11713F-HRTimeline
Farther Finance Advisors, LLC569$3.46K<0.01%-17913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.562$3.42K<0.01%+35913F-HRTimeline
Cedar Mountain Advisors, LLC487$2.97K<0.01%+1213F-HRTimeline
SBI Securities Co., Ltd.438$2.67K<0.01%+4413F-HRTimeline
IFP Advisors, Inc414$2.52K<0.01%+41413F-HR/ATimeline
Plante Moran Financial Advisors, LLC408$2.48K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB406$2.47K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC15$2.18K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…341$2.08K<0.01%new13F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.298$2K<0.01%+9213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC325$1.98K<0.01%+23513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp293$1.78K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC280$1.71K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.252$1.56K<0.01%new13F-HRTimelineGroup
Tradewinds Capital Management, LLC200$1.22K<0.01%013F-HRTimeline
JPL Wealth Management, LLC130$792<0.01%new13F-HRTimeline
True Wealth Design, LLC129$786<0.01%-2113F-HRTimeline
Bogart Wealth, LLC118$719<0.01%new13F-HRTimeline
Larson Financial Group LLC82$501<0.01%+913F-HRTimeline
MATHER GROUP, LLC.79$481<0.01%new13F-HRTimeline
Blue Trust, Inc.39$238<0.01%013F-HRTimeline
Imprint Wealth LLC32$195<0.01%13F-HRTimeline
Golden State Wealth Management, LLC24$146<0.01%013F-HRTimeline
TFC Financial Management, Inc.14$86<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC10$61<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.9$56<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6$36<0.01%new13F-HRTimelineGroup
Covestor Ltd33$00%-34713F-HRTimelineValue 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