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Disclosery

UWMC UWM HOLDINGS CORPORATION

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Stock (common), issuer CIK 1783398

292 managers (297 13F filers) reported a position in UWMC shares at 2025-12-31, 216,246,048 shares in all. 71 filers opened a position and 39 filers sold out during the quarter.

Managers
292
13F filers
297
New
71
Added
124
Reduced
66
Sold out
39
Shares held by filers
216,246,048

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\14,934$65.4K<0.01%+1,37913F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK14,301$62.6K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…13,820$60.5K<0.01%+1,51413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,818$60.5K<0.01%-3,54813F-HRTimeline
Integrated Wealth Concepts LLC13,433$58.8K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,262$58.2K<0.01%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.13,262$58.1K<0.01%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC13,064$57.2K<0.01%-40513F-HRTimelineGroup
MGO ONE SEVEN LLC12,992$56.9K<0.01%+1,33313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP12,609$55.2K<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,475$54.6K<0.01%-2,93913F-HRTimelineGroup
Caitong International Asset Management …12,191$53.4K0.01%+11,46113F-HR/ATimeline
EVOLVE PRIVATE WEALTH, LLC11,869$53.3K<0.01%13F-HRTimeline
Kera Capital Partners, Inc.10,785$53K0.01%new13F-HRTimeline
NewEdge Advisors, LLC12,075$52.9K<0.01%+11,79513F-HRTimeline
SIGNATUREFD, LLC11,753$51.5K<0.01%+1,16113F-HRTimeline
Versant Capital Management, Inc11,725$51.4K0.01%+1,02513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,637$51K<0.01%new13F-HRTimelineGroup
LJI Wealth Management, LLC11,500$50.4K0.01%-40013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,335$49.6K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,309$49.5K<0.01%+6,57413F-HRTimelineGroup
Parcion Private Wealth LLC10,809$47.3K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,593$46.4K<0.01%-9,53113F-HRTimelineGroup
XPONANCE LLC10,506$46K<0.01%new13F-HRTimeline
Inscription Capital, LLC10,237$44.8K<0.01%new13F-HRTimeline
Quent Capital, LLC10,084$44.2K<0.01%-17313F-HRTimeline
Sterling Capital Management LLC9,118$39.9K<0.01%+47113F-HRTimeline
AMALGAMATED BANK8,960$39K<0.01%+2,68113F-HRTimeline
Farther Finance Advisors, LLC8,596$37.6K<0.01%+8,02713F-HRTimeline
Quarry LP6,879$30.1K<0.01%-9,04613F-HRTimeline
Allworth Financial LP6,765$29.6K<0.01%+2,60213F-HRTimeline
NISA INVESTMENT ADVISORS, LLC6,072$27.2K<0.01%-23,00013F-HRTimeline
Essential Partners LLC6,064$26.6K0.01%+5,39413F-HRTimeline
GAMMA Investing LLC5,142$22.5K<0.01%-26513F-HRTimeline
STRS OHIO4,092$17.9K<0.01%+34013F-HRTimeline
Center for Financial Planning, Inc.4,077$17.9K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,047$17.7K<0.01%+1,61413F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,733$16.4K<0.01%new13F-HRTimeline
DV EQUITIES, LLC3,100$13.6K<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC2,884$12.6K<0.01%new13F-HRTimelineGroup
COMERICA BANK2,862$12.5K<0.01%-5,61713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,803$12K<0.01%+1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFP Advisors, Inc2,498$10.9K<0.01%+2,08413F-HRTimeline
CoreCap Advisors, LLC2,010$8.8K<0.01%-1,50013F-HRTimeline
Triumph Capital Management2,000$8.76K<0.01%new13F-HRTimeline
True Wealth Design, LLC1,897$8.31K<0.01%+1,76813F-HRTimeline
Parkside Financial Bank & Trust1,581$6.92K<0.01%+9313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,500$6.57K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,474$6K<0.01%+48113F-HRTimelineGroup
Coston, McIsaac & Partners1,470$6K<0.01%+2713F-HRTimeline
Sunbelt Securities, Inc.1,232$5.4K<0.01%+2213F-HRTimeline
DHJJ Financial Advisors, Ltd.1,149$5.03K<0.01%013F-HRTimeline
Financial Connections Group, Inc.1,272$5K<0.01%+2413F-HRTimeline
MAI Capital Management1,004$4.4K<0.01%+37413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,000$4.38K<0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC1,000$4.38K<0.01%new13F-HRTimeline
Stephens Consulting, LLC1,000$4.38K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC603$3.37K<0.01%new13F-HRTimeline
Elyxium Wealth, LLC599$2.62K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC581$2.57K<0.01%013F-HRTimeline
Activest Wealth Management571$2.5K<0.01%new13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.568$2.49K<0.01%new13F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.520$2.28K<0.01%-4213F-HRTimeline
Cedar Mountain Advisors, LLC496$2.17K<0.01%+913F-HRTimeline
SBI Securities Co., Ltd.425$1.86K<0.01%-1313F-HRTimeline
Plante Moran Financial Advisors, LLC408$1.79K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC303$1.78K<0.01%+28813F-HRTimeline
MassMutual Private Wealth & Trust, FSB406$1.78K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC370$1.62K<0.01%+4513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…356$1.56K<0.01%+35013F-HR/ATimelineGroup
SJS Investment Consulting Inc.263$1.15K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.252$1.13K<0.01%013F-HRTimelineGroup
Covestor Ltd242$1K<0.01%+20913F-HRTimeline
Tradewinds Capital Management, LLC200$876<0.01%013F-HRTimeline
Clearstead Advisors, LLC196$859<0.01%-53513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.174$762<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC174$760<0.01%13F-HR/ATimeline
SouthState Bank Corpin group SouthState Bank Corp118$517<0.01%-17513F-HRTimelineGroup
Bogart Wealth, LLC118$517<0.01%013F-HRTimeline
Torren Management, LLC107$469<0.01%13F-HRTimeline
Larson Financial Group LLC82$361<0.01%013F-HRTimeline
SHP Wealth Management75$328<0.01%13F-HRTimeline
Blue Trust, Inc.68$298<0.01%+2913F-HRTimeline
Trust Co67$293<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC60$263<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC24$105<0.01%013F-HRTimeline
TFC Financial Management, Inc.14$62<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC10$44<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.9$39<0.01%013F-HRTimeline
Dunhill Financial, LLC4$19<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1$4<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC0$00%new13F-HRTimelineGroupValue 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