Institutional Ownership Uwm Holdings Corp (UWMC)
This table provides information about the institutional ownership of Uwm Holdings Corp (UWMC). We have compiled data on the 268 institutions that hold shares in the stock, with a total of 103 Million shares, which have been reported (via 13F filing form) to have a value of $433 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
465
shares
|
$1,971
0.0% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
408
shares
|
$1,729
0.0% of portfolio
|
Q4 2024
Reduced 96.08%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
397
shares
|
$1,683
0.0% of portfolio
|
Q1 2025
Added 2953.85%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
349
shares
|
$1,479
0.0% of portfolio
|
Q1 2025
Added 325.61%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
338
shares
|
$1,433
0.0% of portfolio
|
Q1 2025
Reduced 58.12%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
328
shares
|
$1,390
0.0% of portfolio
|
Q1 2025
Added 83.24%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
300
shares
|
$1,272
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
280
shares
|
$1,187
0.0% of portfolio
|
Q4 2024
Reduced 79.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
256
shares
|
$1,085
0.0% of portfolio
|
Q4 2024
Added 64.1%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
254
shares
|
$1,076
0.0% of portfolio
|
Q1 2025
Added 58.75%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
244
shares
|
$1,034
0.0% of portfolio
|
Q1 2025
Added 29.79%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
223
shares
|
$945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
201
shares
|
$852
0.0% of portfolio
|
Q1 2025
Added 617.86%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
200
shares
|
$848
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
200
shares
|
$848
0.0% of portfolio
|
Q4 2024
Reduced 63.64%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
153
shares
|
$648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
128
shares
|
$542
0.0% of portfolio
|
Q1 2025
Reduced 96.73%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
118
shares
|
$500
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
86
shares
|
$364
0.0% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
76
shares
|
$322
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
64
shares
|
$271
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
61
shares
|
$258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
40
shares
|
$169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
37
shares
|
$156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
24
shares
|
$101
0.0% of portfolio
|
Q1 2025
Added 380.0%
|