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UWM (UWMC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for UWM (NYSE:UWMC)

Current
Institutional Ownership
Percentage
53.59%
Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$60.03M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$9.47M
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UWMC Institutional Buying and Selling by Quarter

UWM Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024Public Employees Retirement System of Ohio59,460$432K0.0%-5.0%0.062%
5/15/2024Price T Rowe Associates Inc. MD57,948$421K0.0%+5.9%0.061%
5/15/2024Quadrature Capital Ltd54,778$397K0.0%+124.3%0.057%
5/14/2024 Pitcairn Co.14,777$107K0.0%-29.0%0.015%
5/10/2024 Vanguard Group Inc.8,384,007$60.87M0.0%-3.1%8.830%
5/9/2024 SageView Advisory Group LLC7,607$55K0.0%N/A0.008%
5/8/2024 Bleakley Financial Group LLC30,215$219K0.0%+18.0%0.032%
5/8/2024 Inspire Investing LLC61,233$445K0.0%N/A0.064%
5/7/2024Susquehanna Fundamental Investments LLC51,712$375K0.0%N/A0.054%
5/7/2024 SG Americas Securities LLC13,011$94K0.0%-28.0%0.014%
5/6/2024 Quantbot Technologies LP115,250$837K0.0%+134.8%0.121%
5/6/2024 ORG Partners LLC4,047$29K0.1%N/A0.004%
4/30/2024 Arkadios Wealth Advisors17,141$124K0.0%-38.0%0.018%
4/25/2024 Cambridge Investment Research Advisors Inc.287,135$2.09M0.0%+3.4%0.304%
4/24/2024 Simplicity Wealth LLC30,215$219K0.0%N/A0.032%
4/23/2024 McAdam LLC10,963$80K0.0%N/A0.012%
4/18/2024 Allspring Global Investments Holdings LLC78,060$567K0.0%-13.9%0.082%
4/15/2024 Atlas Capital Advisors LLC5,046$37K0.0%+190.5%0.005%
3/28/2024 Newbridge Financial Services Group Inc.7,200$51K0.0%-40.5%0.008%
3/25/2024Quadrature Capital Ltd24,417$174K0.0%N/A0.026%
2/26/2024Neo Ivy Capital Management37,981$272K0.6%N/A0.041%
2/14/2024Azora Capital LP937,768$6.71M0.6%N/A1.001%
2/12/2024 Parallel Advisors LLC9,820$70K0.0%+44.3%0.010%
2/9/2024 Cambridge Investment Research Advisors Inc.277,580$1.99M0.0%+2.0%0.296%
2/9/2024Aigen Investment Management LP46,861$335K0.1%-36.9%0.050%
2/8/2024Quadrant Capital Group LLC7,633$55K0.0%+63.1%0.008%
2/7/2024 Lebenthal Global Advisors LLC50,510$361K0.1%-37.3%0.054%
2/7/2024 Counterpoint Mutual Funds LLC14,218$102K0.0%N/A0.015%
2/6/2024 Swiss National Bank174,300$1.25M0.0%-9.5%0.186%
2/5/2024 Victory Capital Management Inc.2,126,166$15.20M0.0%+4.0%2.270%
2/2/2024 Truist Financial Corp181,987$1.30M0.0%-34.0%0.194%
2/2/2024Harvest Fund Management Co. Ltd19,870$142K0.0%+2,083.5%0.021%
2/1/2024 New York State Common Retirement Fund46,100$330K0.0%-33.3%0.049%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank18,158$130K0.0%+32.7%0.019%
1/30/2024 Strs Ohio135,660$969K0.0%-18.7%0.145%
1/25/2024 Allspring Global Investments Holdings LLC90,633$648K0.0%-70.5%0.097%
1/25/2024 International Assets Investment Management LLC53,625$383K0.0%+691.5%0.057%
1/25/2024 180 Wealth Advisors LLC50,121$352K0.1%+7.8%0.054%
1/24/2024 International Assets Investment Management LLC53,625$383K0.0%+691.5%0.057%
1/23/2024 Integrated Investment Consultants LLC3,590,891$25.68M4.3%0.0%3.834%
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1/19/2024 Quent Capital LLC13,401$96K0.0%+59.8%0.014%
1/19/2024 Patriot Financial Group Insurance Agency LLC22,438$160K0.0%+10.5%0.024%
1/18/2024 Global Retirement Partners LLC15,000$107K0.0%N/A0.016%
1/16/2024 HB Wealth Management LLC10,438$75K0.0%N/A0.011%
1/12/2024 SG Americas Securities LLC18,066$129K0.0%N/A0.019%
1/9/2024 Wedmont Private Capital15,494$104K0.0%N/A0.017%
12/19/2023Public Employees Retirement System of Ohio37,804$183K0.0%-10.0%0.040%
12/18/2023 Vanguard Group Inc.8,842,460$42.89M0.0%+0.3%9.442%
12/6/2023 Citigroup Inc.37,986$184K0.0%-7.4%0.041%
11/15/2023AXQ Capital LP30,743$149K0.1%N/A0.033%
11/14/2023Corton Capital Inc.53,096$258K0.1%N/A0.057%
11/14/2023Sherbrooke Park Advisers LLC82,509$400K0.1%N/A0.088%
11/14/2023Trexquant Investment LP112,330$545K0.0%N/A0.120%
11/13/2023Dark Forest Capital Management LP30,993$150K0.0%N/A0.033%
11/13/2023Aigen Investment Management LP74,269$360K0.1%N/A0.079%
11/13/2023 FMR LLC6,077,084$29.47M0.0%+30.6%6.489%
11/13/2023 PNC Financial Services Group Inc.366,554$1.78M0.0%+12.3%0.391%
11/8/2023 Vanguard Personalized Indexing Management LLC11,337$55K0.0%-15.1%0.012%
11/8/2023 Lebenthal Global Advisors LLC80,522$391K0.1%+43.2%0.086%
11/8/2023 Amalgamated Bank27,489$133K0.0%+87.0%0.030%
11/7/2023 Quantbot Technologies LP38,266$186K0.0%+20.1%0.041%
11/7/2023 Financial Counselors Inc.10,000$48K0.0%-20.8%0.011%
11/7/2023Barclays PLC31,422$152K0.0%-62.6%0.034%
11/6/2023 Illinois Municipal Retirement Fund93,198$452K0.0%N/A0.100%
11/6/2023 Victory Capital Management Inc.2,044,367$9.92M0.0%+18.7%2.196%
11/2/2023 Olympiad Research LP30,102$146K0.1%N/A0.032%
11/1/2023 180 Wealth Advisors LLC46,515$226K0.1%+6.2%0.050%
10/27/2023 Allspring Global Investments Holdings LLC307,033$1.49M0.0%-58.3%0.330%
10/26/2023 Strs Ohio166,918$809K0.0%+12.1%0.179%
10/24/2023 Bank of New York Mellon Corp846,758$4.11M0.0%+1.8%0.909%
10/24/2023 Cambridge Investment Research Advisors Inc.272,102$1.32M0.0%-47.7%0.292%
10/19/2023Simplicity Solutions LLC25,253$122K0.0%-10.5%0.027%
10/17/2023 Newbridge Financial Services Group Inc.12,100$59K0.0%+12,000.0%0.013%
10/17/2023 Integrated Investment Consultants LLC3,592,568$17.42M5.4%+2,107.2%3.858%
10/13/2023 Arkadios Wealth Advisors29,041$141K0.0%N/A0.031%
10/10/2023 Fortem Financial Group LLC26,000$126K0.1%N/A0.028%
10/10/2023 Procyon Advisors LLC30,695$149K0.0%+48.4%0.033%
10/4/2023 International Assets Investment Management LLC6,775$32K0.0%N/A0.007%
8/23/2023 CTC Alternative Strategies Ltd.10,200$57K0.1%N/A0.011%
8/11/2023Penserra Capital Management LLC44,504$249K0.0%-14.8%0.048%
8/8/2023 Balboa Wealth Partners19,167$107K0.0%N/A0.021%
8/3/2023 Bank of New York Mellon Corp832,135$4.66M0.0%+0.3%0.894%
8/1/2023 Truist Financial Corp352,575$1.97M0.0%+1,532.3%0.379%
7/31/2023 Strs Ohio148,923$833K0.0%-24.8%0.160%
7/27/2023 Victory Capital Management Inc.1,722,346$9.65M0.0%-0.2%1.850%
7/26/2023Simplicity Solutions LLC28,229$158K0.0%+88.2%0.030%
7/25/2023 Raymond James & Associates17,873$100K0.0%-12.1%0.019%
7/24/2023 Allspring Global Investments Holdings LLC736,465$4.12M0.0%+1,688.7%0.791%
7/18/2023 Integrated Investment Consultants LLC162,767$911K0.3%N/A0.175%
7/18/2023 Allspring Global Investments Holdings LLC736,465$4.12M0.0%+1,688.7%0.791%
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7/18/2023Rothschild Investment Corp IL42,900$240K0.0%-6.9%0.046%
7/17/2023 Patriot Financial Group Insurance Agency LLC21,065$118K0.0%-9.0%0.023%
7/17/2023 Procyon Advisors LLC20,685$116K0.0%N/A0.022%
7/13/2023 Counterpoint Mutual Funds LLC43,447$243K0.2%N/A0.047%
7/13/2023 HB Wealth Management LLC10,183$57K0.0%N/A0.011%
7/13/2023 Taylor & Morgan Wealth Management LLC29,048$163K0.1%+9.8%0.031%
7/13/2023 Cambridge Investment Research Advisors Inc.520,248$2.91M0.0%-1.4%0.559%
5/16/2023Azora Capital LP819,060$4.02M0.6%N/A0.880%
5/16/2023Basswood Capital Management L.L.C.973,632$4.78M0.3%N/A1.046%
5/12/2023 Clear Street Markets LLC9,200$45K0.0%-46.8%0.010%
(Data available from 1/1/2016 forward)

UWMC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UWMC shares?

During the previous two years, 103 institutional investors and hedge funds held shares of UWM. The most heavily invested institutionals were Vanguard Group Inc. ($60.87M), FMR LLC ($29.47M), Integrated Investment Consultants LLC ($25.68M), Diameter Capital Partners LP ($17.65M), Victory Capital Management Inc. ($15.20M), Azora Capital LP ($6.71M), and Basswood Capital Management L.L.C. ($4.78M).Learn more on UWMC's institutional investors.

What percentage of UWM stock is owned by institutional investors?

53.59% of UWM stock is owned by institutional investors. Learn more on UWMC's institutional investor holdings.

Which institutional investors have been buying UWM stock?

Of the 85 institutional investors that purchased UWM stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Diameter Capital Partners LP ($7.96M), Integrated Investment Consultants LLC ($3.89M), Victory Capital Management Inc. ($2.10M), Azora Capital LP ($1.76M), Allspring Global Investments Holdings LLC ($1.43M), FMR LLC ($1.42M), and Basswood Capital Management L.L.C. ($1.07M).

How much institutional buying is happening at UWM?

Institutional investors have bought a total of 23,756,886 shares in the last 24 months. This purchase volume represents approximately $114.48M in transactions.

Which UWM major shareholders have been selling company stock?

Of the 40 institutional investors that sold UWM stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Diameter Capital Partners LP ($2.97M), Allspring Global Investments Holdings LLC ($662.78K), Ergoteles LLC ($356.81K), Cambridge Investment Research Advisors Inc. ($301.92K), Vanguard Group Inc. ($270.24K), U.S. Capital Wealth Advisors LLC ($268.95K), and New York State Common Retirement Fund ($173.87K).

How much institutional selling is happening at UWM?

Institutional investors have sold a total of 6,010,136 shares in the last 24 months. This volume of shares sold represents approximately $25.19M in transactions.


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This page (NYSE:UWMC) was last updated on 5/15/2024 by MarketBeat.com Staff

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