UWM Ownership | Who Owns UWM?
UWM Ownership Summary
UWM is owned by 56.72% institutional investors, 24.79% insiders, and 18.49% 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 | 56.72% | 24.79% | 18.49% |
| Sector | Financial Services Stocks | 43.55% | 12.63% | 43.82% |
| Industry | Mortgage Stocks | 60.45% | 17.36% | 22.19% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 166 | 3.75% | 41,756,895 | 5.82% | 44 | 2.49% | 85 | -2.30% | 53 | 15.22% |
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
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