UWM Ownership | Who Owns UWM?
UWM Ownership Summary
UWM is owned by 73.06% institutional investors, 24.79% insiders, and 2.15% retail investors. Vanguard group is the largest institutional shareholder, holding 9.12% of UWMC shares.
UWMC Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UWM | 73.06% | 24.79% | 2.15% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Mortgage Stocks | 59.82% | 17.02% | 23.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 8.61M | 9.12% | $59.66M |
| Fmr | 8.21M | 8.70% | $56.88M |
| Platinum equity | 4.89M | 5.19% | $33.92M |
| Blackrock | 4.82M | 5.11% | $33.42M |
| Northern trust | 4.35M | 4.61% | $30.16M |
| Renaissance | 1.71M | 1.82% | $11.87M |
| Two sigma investments, lp | 1.66M | 1.76% | $11.48M |
| State street | 1.52M | 1.61% | $10.66M |
| Geode capital management | 1.51M | 1.60% | $10.44M |
| Goldman sachs group | 1.20M | 1.28% | $8.35M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Platinum equity | 4.89M | 21.22% | $33.92M |
| Corton capital | 86.91K | 0.32% | $602.27K |
| Integrated investment consultants | 93.35K | 0.19% | $677.75K |
| Taylor & morgan wealth management | 31.06K | 0.15% | $215.26K |
| Lebenthal global advisors | 62.50K | 0.09% | $433.12K |
| Quest partners | 90.34K | 0.08% | $626.08K |
| Fortem financial group | 24.63K | 0.07% | $170.65K |
| Gsa capital partners llp | 144.10K | 0.07% | $999.00K |
| 180 wealth advisors | 47.10K | 0.06% | $351.37K |
| Chartwell investment partners | 205.91K | 0.05% | $1.43M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| First trust advisors lp | 1.06M | 0.01% | 793.67K |
| Millennium management | 665.36K | 0.00% | 619.77K |
| Northern trust | 4.35M | 0.01% | 541.75K |
| D. e. shaw | 509.36K | 0.00% | 509.36K |
| Two sigma investments, lp | 1.66M | 0.03% | 453.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Victory capital management | 23.38K | 0.00% | -785.02K |
| Pnc financial services group | 6.83K | - | -359.54K |
| Bank of america corp /de/ | 303.86K | 0.00% | -298.55K |
| Hrt financial lp | - | - | -297.35K |
| Jane street group | 26.44K | - | -258.10K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Holocene advisors, lp | 420.75K | 0.01% | 420.75K | $2.92M |
| Bank of nova scotia | 204.35K | 0.00% | 204.35K | $1.42M |
| Quest partners | 90.34K | 0.08% | 90.34K | $626.08K |
| Imc-chicago | 54.17K | 0.00% | 54.17K | $375.41K |
| Brevan howard capital management lp | 24.45K | 0.00% | 24.45K | $169.41K |
Sold Out
| Holder | Change |
|---|---|
| Prairieview partners | -10.00 |
| Nemes rush group | -84.00 |
| Ashton thomas private wealth | -190.00 |
| Trust co of vermont | -190.00 |
| Northwestern mutual wealth management | -504.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 231 | 13.79% | 72,914,263 | 36.22% | 73 | 2.27% | 130 | 32.65% | 56 | -9.68% |
| Jun 30, 2024 | 202 | 3.59% | 53,526,027 | 7.11% | 56 | 1.97% | 97 | -10.19% | 62 | 24.00% |
| Mar 31, 2024 | 195 | 0.52% | 49,972,834 | 5.64% | 53 | 2.08% | 108 | -4.42% | 50 | -3.85% |
| Dec 31, 2023 | 194 | 10.86% | 47,303,700 | 11.07% | 50 | 2.42% | 113 | 20.21% | 52 | 6.12% |
| Sep 30, 2023 | 175 | 5.42% | 42,590,751 | 2.00% | 45 | 2.27% | 94 | 10.59% | 49 | -7.55% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 10, 2024 | Mat Ishbia | President and CEO | Sell | - |
| Oct 01, 2024 | Mat Ishbia | President and CEO | Sell | - |
| Sep 16, 2024 | Mat Ishbia | President and CEO | Sell | $10.14M |
| Sep 13, 2024 | Mat Ishbia | President and CEO | Sell | $91.62M |
| Aug 30, 2024 | Mat Ishbia | President and CEO | Sell | $45.55M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 2 |
| 2024 Q3 | - | 3 |
| 2024 Q1 | - | - |
| 2023 Q3 | 1 | - |
| 2023 Q2 | - | - |
UWMC Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools