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Disclosery

UWMC UWM HOLDINGS CORPORATION

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Stock (common), issuer CIK 1783398

279 managers (287 13F filers) reported a position in UWMC shares at 2026-03-31, 207,727,522 shares in all. 58 filers opened a position and 71 filers sold out during the quarter.

Managers
279
13F filers
287
New
58
Added
99
Reduced
86
Sold out
71
Shares held by filers
207,727,522

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Bull Harbor Capital LLC12,524$45.3K0.01%13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC12,129$45.1K<0.01%+6,05713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,390$44.9K<0.01%-8513F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,164$44K<0.01%+85513F-HR/ATimelineGroup
Utah Retirement Systems11,866$43K<0.01%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,545$41.8K<0.01%+21013F-HRTimeline
LJI Wealth Management, LLC11,500$41.6K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…11,422$41.3K<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC11,139$41K<0.01%-5,16213F-HRTimeline
Sanctuary Advisors, LLC11,234$40.7K<0.01%-5,17013F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC11,663$40.5K<0.01%new13F-HRTimeline
111 Capital11,131$40.3K0.01%new13F-HRTimeline
Snowden Capital Advisors LLC10,651$39.7K<0.01%new13F-HRTimeline
NewEdge Wealth, LLC10,813$39.1K<0.01%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC10,289$37.9K<0.01%-19,90313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10,176$36.8K<0.01%-41713F-HRTimelineGroup
AMALGAMATED BANK10,016$36K<0.01%+1,05613F-HRTimeline
Farther Finance Advisors, LLC8,932$32.5K<0.01%+33613F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,362$30.3K<0.01%+7,99213F-HRTimeline
SIGNATUREFD, LLC7,914$28.6K<0.01%-3,83913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,974$27.3K<0.01%+3,92713F-HRTimelineGroup
MAI Capital Management7,529$27.3K<0.01%+6,52513F-HRTimeline
Quent Capital, LLC6,969$25.2K<0.01%-3,11513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,928$25.1K<0.01%-12,60613F-HRTimelineGroup
Sterling Capital Management LLC6,798$24.6K<0.01%-2,32013F-HRTimeline
Advisory Services Network, LLC6,230$22.6K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.6,000$21.7K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,781$21K<0.01%+2,97813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP5,800$21K<0.01%-96513F-HRTimeline
STRS OHIO5,344$19.3K<0.01%+1,25213F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…4,784$17.3K<0.01%-2,642,45813F-HRTimelineGroup
Center for Financial Planning, Inc.4,077$14.8K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,814$13.9K<0.01%+8113F-HRTimeline
Essential Partners LLC3,824$13.8K<0.01%-2,24013F-HRTimeline
IFP Advisors, Inc2,266$8.2K<0.01%-23213F-HRTimeline
Triumph Capital Management2,000$7.44K<0.01%013F-HRTimeline
CoreCap Advisors, LLC2,010$7.28K<0.01%013F-HRTimeline
JCSD Capital, LLC1,799$6.51K0.01%-214,00013F-HRTimeline
Capital Advisors, Ltd. LLC1,668$6K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,527$5.53K<0.01%-41,55713F-HR/ATimeline
Coston, McIsaac & Partners1,502$5K<0.01%+3213F-HRTimeline
Cedar Mountain Advisors, LLC1,312$4.75K<0.01%+81613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,288$4.66K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,259$4.56K<0.01%+2713F-HRTimeline
GAMMA Investing LLC1,209$4.38K<0.01%-3,93313F-HRTimeline
DHJJ Financial Advisors, Ltd.1,149$4.16K<0.01%013F-HRTimeline
Financial Connections Group, Inc.1,299$4K<0.01%+2713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,000$3.62K<0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC1,000$3.62K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.964$3.49K<0.01%+53913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…894$3.24K<0.01%new13F-HRTimelineGroup
Lloyd Advisory Services, LLC.867$3.14K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.867$3.14K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust677$2.45K<0.01%-90413F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC603$2.18K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC581$2.02K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC408$1.48K<0.01%013F-HRTimeline
NewEdge Advisors, LLC280$1.01K<0.01%-11,79513F-HR/ATimeline
Bare Financial Services, Inc234$847<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC200$724<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.174$630<0.01%013F-HRTimeline
True Wealth Design, LLC160$580<0.01%-1,73713F-HRTimeline
JPL Wealth Management, LLC130$471<0.01%new13F-HR/ATimeline
Bogart Wealth, LLC118$427<0.01%013F-HRTimeline
Torren Management, LLC107$387<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.94$341<0.01%-42613F-HRTimeline
Kilter Group LLC78$283<0.01%new13F-HRTimeline
Trust Co67$243<0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC66$239<0.01%new13F-HRTimeline
UMB Bank, n.a.58$210<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Owl Creek Wealth Partners LLC50$181<0.01%13F-HRTimeline
Delos Wealth Advisors, LLC10$37<0.01%013F-HRTimeline
Dunhill Financial, LLC4$15<0.01%013F-HRTimeline
Versant Capital Management, Inc4$14<0.01%-11,72113F-HRTimeline
Larson Financial Group LLC3$10<0.01%-7913F-HRTimeline
TFC Financial Management, Inc.1$4<0.01%-1313F-HRTimeline
Covestor Ltd50$00%-19213F-HRTimelineValue filed as zero, left out of ratios.
MassMutual Private Wealth & Trust, FSB0$00%-40613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%-57113F-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