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 |
|---|---|---|---|---|---|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
2,618
shares
|
$11,100
0.01% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,551
shares
|
$10,816
0.01% of portfolio
|
Q1 2024
Reduced 10.52%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,914
shares
|
$8,115
0.0% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,863
shares
|
$7,899
0.0% of portfolio
|
Q1 2025
Reduced 33.91%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
1,848
shares
|
$7,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
1,800
shares
|
$7,632
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,500
shares
|
$6,360
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
1,423
shares
|
$6,033
0.0% of portfolio
|
Q1 2025
Added 16.26%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
1,377
shares
|
$5,838
0.0% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,263
shares
|
$5,355
0.0% of portfolio
|
Q1 2025
Added 94.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,177
shares
|
$4,990
0.0% of portfolio
|
Q1 2025
Added 728.87%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
1,149
shares
|
$4,871
0.0% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
1,109
shares
|
$4,702
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
1,050
shares
|
$4,452
0.0% of portfolio
|
Q1 2025
Reduced 49.98%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$4,240
0.0% of portfolio
|
Q3 2022
Reduced 79.06%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,000
shares
|
$4,240
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
979
shares
|
$4,150
0.0% of portfolio
|
Q1 2025
Added 28.99%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
954
shares
|
$4,044
0.0% of portfolio
|
Q1 2025
Added 140.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
799
shares
|
$3,387
0.0% of portfolio
|
Q1 2025
Added 121.33%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
774
shares
|
$3,281
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
667
shares
|
$2,828
0.0% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
581
shares
|
$2,463
0.0% of portfolio
|
Q4 2024
Added 396.58%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
545
shares
|
$2,310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
502
shares
|
$2,128
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
496
shares
|
$2,103
0.0% of portfolio
|
Q1 2025
Reduced 37.77%
|