UWM Ownership 2024 | Who Owns UWM Now?
Institutional Ownership
34.96%
Insider Ownership
4.58%
Retail Ownership
60.45%
Institutional Holders
127.00
UWM Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 9.12% | 0.00% | 8,609,164 | 225,157 | 2.69% | 59,661,507 | Jun 30, 2024 |
FMR LLC | 8.70% | 0.00% | 8,207,743 | -18,140 | -0.22% | 56,879,661 | Jun 30, 2024 |
PLATINUM EQUITY, LLC | 5.19% | 21.22% | 4,894,101 | - | - | 33,916,120 | Jun 30, 2024 |
BLACKROCK INC. | 5.11% | 0.00% | 4,822,027 | 343,006 | 7.66% | 33,416,648 | Jun 30, 2024 |
NORTHERN TRUST CORP | 4.61% | 0.01% | 4,351,500 | 541,751 | 14.22% | 30,155,895,000 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 1.82% | 0.02% | 1,712,900 | 199,900 | 13.21% | 11,870,397 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 1.76% | 0.03% | 1,656,893 | 453,779 | 37.72% | 11,482,268 | Jun 30, 2024 |
STATE STREET CORP | 1.61% | 0.00% | 1,515,863 | -39,071 | -2.51% | 10,657,556,000 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.60% | 0.00% | 1,505,612 | 50,966 | 3.50% | 10,437,086 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.28% | 0.00% | 1,204,394 | 107,375 | 9.79% | 8,346,451 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 1.12% | 0.01% | 1,059,064 | 793,674 | 299.06% | 7,339,313 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.96% | 0.00% | 908,159 | 37,190 | 4.27% | 6,293,543 | Jun 30, 2024 |
MORGAN STANLEY | 0.73% | 0.00% | 692,371 | 233,486 | 50.88% | 4,798,142 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.71% | 0.00% | 665,362 | 619,772 | 1359.45% | 4,610,959 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.60% | 0.00% | 566,444 | 19,423 | 3.55% | 3,925,457 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.54% | 0.00% | 509,362 | 509,362 | 100.00% | 3,529,878 | Jun 30, 2024 |
INVESCO LTD. | 0.47% | 0.00% | 445,075 | 71,710 | 19.21% | 3,084,370 | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | 0.45% | 0.01% | 420,748 | 420,748 | 100.00% | 2,915,784 | Jun 30, 2024 |
SQUAREPOINT OPS LLC | 0.36% | 0.00% | 342,322 | 67,383 | 24.51% | 2,372,291 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.32% | 0.00% | 303,862 | -298,546 | -49.56% | 2,105,764 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PLATINUM EQUITY, LLC | 5.19% | 21.22% | 4,894,101 | - | - | 33,916,120 | Jun 30, 2024 |
CORTON CAPITAL INC. | 0.09% | 0.32% | 86,908 | 4,466 | 5.42% | 602,272 | Jun 30, 2024 |
INTEGRATED INVESTMENT CONSULTANTS, LLC | 0.10% | 0.19% | 93,354 | - | - | 677,747 | Jun 30, 2024 |
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | 0.03% | 0.15% | 31,063 | 479 | 1.57% | 215,265 | Jun 30, 2024 |
LEBENTHAL GLOBAL ADVISORS, LLC | 0.07% | 0.09% | 62,499 | 355 | 0.57% | 433,118 | Jun 30, 2024 |
AXQ CAPITAL, LP | 0.06% | 0.09% | 58,466 | -1,850 | -3.07% | 405,169 | Jun 30, 2024 |
QUEST PARTNERS LLC | 0.10% | 0.08% | 90,343 | 90,343 | 100.00% | 626,077 | Jun 30, 2024 |
FORTEM FINANCIAL GROUP, LLC | 0.03% | 0.07% | 24,625 | -1,000 | -3.90% | 170,651 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.15% | 0.07% | 144,099 | 128,999 | 854.30% | 999,000 | Jun 30, 2024 |
180 WEALTH ADVISORS, LLC | 0.05% | 0.06% | 47,101 | -2,233 | -4.53% | 351,372 | Jun 30, 2024 |
CHARTWELL INVESTMENT PARTNERS, LLC | 0.22% | 0.05% | 205,915 | 38,800 | 23.22% | 1,427,000 | Jun 30, 2024 |
NUMERAI GP LLC | 0.02% | 0.04% | 16,940 | 16,940 | 100.00% | 117,394 | Jun 30, 2024 |
QUANTBOT TECHNOLOGIES LP | 0.13% | 0.04% | 122,747 | 7,497 | 6.50% | 850,637 | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | 0.03% | 0.04% | 30,270 | 30,270 | 100.00% | 209,771 | Jun 30, 2024 |
DDFG, INC | 0.02% | 0.04% | 18,323 | 277 | 1.53% | 126,978 | Jun 30, 2024 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.24% | 0.04% | 224,681 | 172,969 | 334.49% | 1,557,039 | Jun 30, 2024 |
INSPIRE INVESTING, LLC | 0.04% | 0.03% | 38,468 | -22,765 | -37.18% | 266,583 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 1.76% | 0.03% | 1,656,893 | 453,779 | 37.72% | 11,482,268 | Jun 30, 2024 |
TEZA CAPITAL MANAGEMENT LLC | 0.03% | 0.03% | 30,694 | -46,009 | -59.98% | 212,709 | Jun 30, 2024 |
PDT PARTNERS, LLC | 0.04% | 0.02% | 36,808 | 600 | 1.66% | 255,079 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FIRST TRUST ADVISORS LP | 1.12% | 0.01% | 1,059,064 | 793,674 | 299.06% | 7,339,313 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.71% | 0.00% | 665,362 | 619,772 | 1359.45% | 4,610,959 | Jun 30, 2024 |
NORTHERN TRUST CORP | 4.61% | 0.01% | 4,351,500 | 541,751 | 14.22% | 30,155,895,000 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.54% | 0.00% | 509,362 | 509,362 | 100.00% | 3,529,878 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 1.76% | 0.03% | 1,656,893 | 453,779 | 37.72% | 11,482,268 | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | 0.45% | 0.01% | 420,748 | 420,748 | 100.00% | 2,915,784 | Jun 30, 2024 |
BLACKROCK INC. | 5.11% | 0.00% | 4,822,027 | 343,006 | 7.66% | 33,416,648 | Jun 30, 2024 |
MORGAN STANLEY | 0.73% | 0.00% | 692,371 | 233,486 | 50.88% | 4,798,142 | Jun 30, 2024 |
SG AMERICAS SECURITIES, LLC | 0.25% | 0.01% | 239,830 | 226,819 | 1743.29% | 1,662,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 9.12% | 0.00% | 8,609,164 | 225,157 | 2.69% | 59,661,507 | Jun 30, 2024 |
BANK OF NOVA SCOTIA | 0.22% | 0.00% | 204,353 | 204,353 | 100.00% | 1,416,166 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 1.82% | 0.02% | 1,712,900 | 199,900 | 13.21% | 11,870,397 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.27% | 0.00% | 258,883 | 173,652 | 203.74% | 1,783,701 | Jun 30, 2024 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.24% | 0.04% | 224,681 | 172,969 | 334.49% | 1,557,039 | Jun 30, 2024 |
CAPTION MANAGEMENT, LLC | 0.17% | 0.02% | 160,000 | 160,000 | 100.00% | 1,108,800 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.15% | 0.07% | 144,099 | 128,999 | 854.30% | 999,000 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.11% | 0.01% | 107,425 | 107,425 | 100.00% | 744,455 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.28% | 0.00% | 1,204,394 | 107,375 | 9.79% | 8,346,451 | Jun 30, 2024 |
QUEST PARTNERS LLC | 0.10% | 0.08% | 90,343 | 90,343 | 100.00% | 626,077 | Jun 30, 2024 |
INVESCO LTD. | 0.47% | 0.00% | 445,075 | 71,710 | 19.21% | 3,084,370 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VICTORY CAPITAL MANAGEMENT INC | 0.02% | 0.00% | 23,383 | -785,016 | -97.11% | 162,044 | Jun 30, 2024 |
PNC FINANCIAL SERVICES GROUP, INC. | 0.01% | - | 6,829 | -359,543 | -98.14% | 47,326 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.32% | 0.00% | 303,862 | -298,546 | -49.56% | 2,105,764 | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -297,345 | -100.00% | - | Jun 30, 2024 |
AZORA CAPITAL LP | - | - | - | -195,308 | -100.00% | - | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | - | - | - | -153,200 | -100.00% | - | Jun 30, 2024 |
NISHKAMA CAPITAL, LLC | - | - | - | -132,365 | -100.00% | - | Jun 30, 2024 |
UBS GROUP AG | 0.24% | 0.00% | 229,000 | -112,304 | -32.90% | 1,586,970 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.16% | 0.00% | 148,002 | -102,960 | -41.03% | 1,025,654 | Jun 30, 2024 |
ILLINOIS MUNICIPAL RETIREMENT FUND | - | - | - | -93,198 | -100.00% | - | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.23% | 0.00% | 218,666 | -86,051 | -28.24% | 1,515,355 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.08% | 0.00% | 74,429 | -75,376 | -50.32% | 515,792 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.01% | - | 11,332 | -61,533 | -84.45% | 79,122 | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -47,700 | -100.00% | - | Jun 30, 2024 |
WALLEYE CAPITAL LLC | 0.01% | 0.00% | 10,557 | -46,309 | -81.44% | 73,160 | Jun 30, 2024 |
TEZA CAPITAL MANAGEMENT LLC | 0.03% | 0.03% | 30,694 | -46,009 | -59.98% | 212,709 | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -45,680 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -40,900 | -100.00% | - | Jun 30, 2024 |
STATE STREET CORP | 1.61% | 0.00% | 1,515,863 | -39,071 | -2.51% | 10,657,556,000 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.04% | 0.00% | 40,343 | -37,717 | -48.32% | 279,576 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HOLOCENE ADVISORS, LP | 0.45% | 0.01% | 420,748 | 420,748 | 100.00% | 2,915,784 | Jun 30, 2024 |
BANK OF NOVA SCOTIA | 0.22% | 0.00% | 204,353 | 204,353 | 100.00% | 1,416,166 | Jun 30, 2024 |
CAPTION MANAGEMENT, LLC | 0.17% | 0.02% | 160,000 | 160,000 | 100.00% | 1,108,800 | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | 0.11% | 0.01% | 107,425 | 107,425 | 100.00% | 744,455 | Jun 30, 2024 |
QUEST PARTNERS LLC | 0.10% | 0.08% | 90,343 | 90,343 | 100.00% | 626,077 | Jun 30, 2024 |
CAPTION MANAGEMENT, LLC | 0.06% | 0.01% | 59,200 | 59,200 | 100.00% | 410,256 | Jun 30, 2024 |
IMC-CHICAGO, LLC | 0.06% | 0.00% | 54,172 | 54,172 | 100.00% | 375,412 | Jun 30, 2024 |
BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.03% | 0.00% | 24,446 | 24,446 | 100.00% | 169,411 | Jun 30, 2024 |
ENVESTNET ASSET MANAGEMENT INC | 0.02% | - | 20,551 | 20,551 | 100.00% | 142,418 | Jun 30, 2024 |
NUMERAI GP LLC | 0.02% | 0.04% | 16,940 | 16,940 | 100.00% | 117,394 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.02% | 0.02% | 16,849 | 16,849 | 100.00% | 116,764 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.02% | 0.00% | 16,471 | 16,471 | 100.00% | 114,000 | Jun 30, 2024 |
FRANK, RIMERMAN ADVISORS LLC | 0.01% | 0.01% | 13,460 | 13,460 | 100.00% | 93,278 | Jun 30, 2024 |
INTECH INVESTMENT MANAGEMENT LLC | 0.01% | 0.00% | 12,328 | 12,328 | 100.00% | 85,433 | Jun 30, 2024 |
XPONANCE, INC. | 0.01% | 0.00% | 11,032 | 11,032 | 100.00% | 76,452 | Jun 30, 2024 |
CERITY PARTNERS LLC | 0.01% | 0.00% | 10,523 | 10,523 | 100.00% | 72,924 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.00% | 3,963 | 3,963 | 100.00% | 27,464 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 2,357 | 2,357 | 100.00% | 16,334 | Jun 30, 2024 |
WHITTIER TRUST CO | 0.00% | 0.00% | 2,099 | 2,099 | 100.00% | 14,545 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 1,516 | 1,516 | 100.00% | 10,506 | Jun 30, 2024 |
PRINCIPAL SECURITIES, INC. | 0.00% | 0.00% | 1,386 | 1,386 | 100.00% | 9,605 | Jun 30, 2024 |
HEXAGON CAPITAL PARTNERS LLC | 0.00% | 0.00% | 577 | 577 | 100.00% | 3,999 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 362 | 362 | 100.00% | 2,509 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 190 | 190 | 100.00% | 1,317 | Jun 30, 2024 |
DELOS WEALTH ADVISORS, LLC | - | 0.00% | 10 | 10 | 100.00% | 70 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HRT FINANCIAL LP | - | - | - | -297,345 | -100.00% | - | Jun 30, 2024 |
AZORA CAPITAL LP | - | - | - | -195,308 | -100.00% | - | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | - | - | - | -153,200 | -100.00% | - | Jun 30, 2024 |
NISHKAMA CAPITAL, LLC | - | - | - | -132,365 | -100.00% | - | Jun 30, 2024 |
ILLINOIS MUNICIPAL RETIREMENT FUND | - | - | - | -93,198 | -100.00% | - | Jun 30, 2024 |
WALLEYE TRADING LLC | - | - | - | -47,700 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -45,680 | -100.00% | - | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -40,900 | -100.00% | - | Jun 30, 2024 |
PRANA CAPITAL MANAGEMENT, LP | - | - | - | -28,345 | -100.00% | - | Jun 30, 2024 |
HARVEST FUND MANAGEMENT CO., LTD | - | - | - | -7,165 | -100.00% | - | Jun 30, 2024 |
STATE OF WYOMING | - | - | - | -5,919 | -100.00% | - | Jun 30, 2024 |
ORG PARTNERS LLC | - | - | - | -4,047 | -100.00% | - | Jun 30, 2024 |
DEUTSCHE BANK AG\ | - | - | - | -2,228 | -100.00% | - | Jun 30, 2024 |
DELTA ASSET MANAGEMENT LLC/TN | - | - | - | -2,001 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -1,045 | -100.00% | - | Jun 30, 2024 |
BEAIRD HARRIS WEALTH MANAGEMENT, LLC | - | - | - | -631 | -100.00% | - | Jun 30, 2024 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | - | - | - | -549 | -100.00% | - | Jun 30, 2024 |
NEMES RUSH GROUP LLC | - | - | - | -84 | -100.00% | - | Jun 30, 2024 |
PRAIRIEVIEW PARTNERS, LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
UWM Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.37% | 189,473 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.13% | 66,500 | - | - | Mar 31, 2024 |
TIMOTHY PLAN | 0.09% | 412,461 | -939 | -0.23% | Mar 31, 2024 |
Humankind Benefit Corp | 0.08% | 1,785 | 20 | 1.13% | Dec 31, 2023 |
Advisers Investment Trust | 0.06% | 1,799,689 | 1,346,700 | 297.29% | Mar 28, 2024 |
FIDELITY DEVONSHIRE TRUST | 0.05% | 493,800 | 493,800 | - | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.04% | 357,158 | -8,998 | -2.46% | Mar 31, 2024 |
FIDELITY PURITAN TRUST | 0.04% | 2,218,276 | -106,249 | -4.57% | Feb 29, 2024 |
Fidelity Central Investment Portfolios LLC | 0.03% | 1,641,003 | 21,100 | 1.30% | Mar 31, 2024 |
ALPS ETF Trust | 0.03% | 369,290 | - | - | Feb 29, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.03% | 265,390 | 8,026 | 3.12% | Mar 31, 2024 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.03% | 7,840 | - | - | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.02% | 7,983,202 | -1,745,373 | -17.94% | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND | 0.02% | 398,474 | -3,800 | -0.94% | Mar 31, 2024 |
GPS Funds I | 0.02% | 93,196 | -11,495 | -10.98% | Mar 31, 2024 |
HENNESSY FUNDS TRUST | 0.02% | 30,000 | - | - | Jan 31, 2024 |
VANGUARD EXPLORER FUND | 0.01% | 123,307 | - | - | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,181 | - | - | Mar 31, 2024 |
Victory Portfolios II | 0.01% | 491,762 | -1,207,056 | -71.05% | Mar 31, 2024 |
FIDELITY ADVISOR SERIES I | 0.01% | 1,352,822 | 5,600 | 0.42% | Feb 29, 2024 |
Guardian Variable Products Trust | 0.01% | 94,743 | -4,105 | -4.15% | Mar 31, 2024 |
Lattice Strategies Trust | 0.00% | 6,930 | -5,687 | -45.07% | Mar 31, 2024 |
SEI Catholic Values Trust | 0.00% | 11,185 | - | - | Feb 29, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 843,627 | 64,947 | 8.34% | Feb 29, 2024 |
ALLSPRING MASTER TRUST | 0.00% | 207,473 | - | - | Feb 29, 2024 |
FIDELITY COVINGTON TRUST | 0.00% | 57,300 | 35,847 | 167.10% | Feb 29, 2024 |
CARILLON SERIES TRUST | 0.00% | 165,915 | 165,915 | - | Mar 31, 2024 |
CLEARWATER INVESTMENT TRUST | 0.00% | 25,900 | - | - | Mar 28, 2024 |
Goldman Sachs ETF Trust II | 0.00% | 2,852 | 6 | 0.21% | Feb 29, 2024 |
M FUND INC | 0.00% | 1,200 | - | - | Mar 31, 2024 |
ETF Series Solutions | 0.00% | 40,925 | -3,579 | -8.04% | Feb 29, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 56,306 | -4,306 | -7.10% | Mar 31, 2024 |
Tidal Trust II | 0.00% | 45,322 | - | - | Jan 31, 2024 |
Series Portfolios Trust | 0.00% | 11,194 | - | - | Jan 31, 2024 |
T. Rowe Price Index Trust, Inc. | 0.00% | 40,664 | 627 | 1.57% | Mar 31, 2024 |
Invesco Exchange-Traded Fund Trust II | 0.00% | 485,211 | 411,930 | 562.12% | Feb 29, 2024 |
SCHWAB CAPITAL TRUST | 0.00% | 59,182 | 963 | 1.65% | Jan 31, 2024 |
Fidelity Rutland Square Trust II | 0.00% | 1,556,368 | 25,100 | 1.64% | Feb 29, 2024 |
NORTHERN LIGHTS FUND TRUST III | 0.00% | 14,218 | - | - | Jan 31, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 246,852 | 18,805 | 8.25% | Feb 29, 2024 |
STERLING CAPITAL FUNDS | 0.00% | 20,895 | - | - | Mar 28, 2024 |
AdvisorShares Trust | 0.00% | 3,544 | - | - | Mar 28, 2024 |
SCHWAB STRATEGIC TRUST | 0.00% | 486,475 | 18,480 | 3.95% | Feb 29, 2024 |
VANGUARD WORLD FUND | 0.00% | 204,485 | - | - | Feb 29, 2024 |
AB Active ETFs, Inc. | 0.00% | 13,672 | 3,575 | 35.41% | Feb 29, 2024 |
MASTER INVESTMENT PORTFOLIO | 0.00% | 64,638 | - | - | Mar 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 21,141 | -989 | -4.47% | Mar 31, 2024 |
BNY Mellon ETF Trust | 0.00% | 12,967 | 12,967 | - | Jan 31, 2024 |
NORTHERN FUNDS | 0.00% | 75,893 | - | - | Mar 28, 2024 |
STATE STREET INSTITUTIONAL INVESTMENT TRUST | 0.00% | 33,800 | 3,000 | 9.74% | Mar 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 5,456 | 283 | 5.47% | Mar 31, 2024 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 36,577 | -11,812 | -24.41% | Jan 31, 2024 |
TIAA-CREF LIFE FUNDS | 0.00% | 1,161 | - | - | Mar 31, 2024 |
FLEXSHARES TRUST | 0.00% | 27,156 | - | - | Jan 31, 2024 |
Adviser Managed Trust | 0.00% | 556 | - | - | Jan 31, 2024 |
WisdomTree Trust | 0.00% | 637,379 | 37,237 | 6.20% | Mar 31, 2024 |
Direxion Shares ETF Trust | 0.00% | 28,847 | - | - | Jan 31, 2024 |
VANGUARD WELLINGTON FUND | 0.00% | 74,584 | - | - | Feb 29, 2024 |
VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 9,200 | - | - | Mar 31, 2024 |
WILMINGTON FUNDS | 0.00% | 1,900 | - | - | Jan 31, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 31,000 | - | - | Mar 31, 2024 |
VALIC Co I | 0.00% | 36,402 | - | - | Feb 29, 2024 |
RUSSELL INVESTMENT CO | 0.00% | 35,433 | - | - | Jan 31, 2024 |
EQ ADVISORS TRUST | 0.00% | 115,211 | 1,100 | 0.96% | Mar 31, 2024 |
TCW FUNDS INC | 0.00% | 113,889 | - | - | Jan 31, 2024 |
TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 28,574 | - | - | Feb 29, 2024 |
Global X Funds | 0.00% | 3,911 | -127 | -3.15% | Feb 29, 2024 |
COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 93,883 | -1,226 | -1.29% | Mar 31, 2024 |
MORGAN STANLEY PATHWAY FUNDS | 0.00% | 7,363 | 1,066 | 16.93% | Feb 29, 2024 |
BNY MELLON FUNDS TRUST | 0.00% | 5,290 | - | - | Aug 31, 2023 |
Dimensional ETF Trust | 0.00% | 29,695 | - | - | Jan 31, 2024 |
iSHARES TRUST | 0.00% | 1,093,264 | 15,153 | 1.41% | Mar 31, 2024 |
MORGAN STANLEY INSTITUTIONAL FUND TRUST | 0.00% | 27,730 | - | - | Mar 31, 2024 |
USAA MUTUAL FUNDS TRUST | 0.00% | 11,362 | 2,057 | 22.11% | Jan 31, 2024 |
SEASONS SERIES TRUST | 0.00% | 1,045 | -7 | -0.67% | Mar 31, 2024 |
NATIONWIDE MUTUAL FUNDS | 0.00% | 5,234 | -71 | -1.34% | Jan 31, 2024 |
VANGUARD SCOTTSDALE FUNDS | 0.00% | 77,149 | 4,372 | 6.01% | Feb 29, 2024 |
TIAA-CREF FUNDS | 0.00% | 116,953 | - | - | Jan 31, 2024 |
SUNAMERICA SERIES TRUST | 0.00% | 11,746 | - | - | Mar 31, 2024 |
Federated Hermes Global Allocation Fund | 0.00% | 297 | - | - | Feb 29, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 31,165 | - | - | Jan 31, 2024 |
DBX ETF TRUST | 0.00% | 2,191 | 2,191 | - | Feb 29, 2024 |
PROSHARES TRUST | 0.00% | 6,707 | - | - | Feb 29, 2024 |
BlackRock Funds IV | 0.00% | 23,042 | - | - | Jan 31, 2024 |
HC CAPITAL TRUST | 0.00% | 703 | - | - | Mar 31, 2024 |
SPDR INDEX SHARES FUNDS | 0.00% | 3,200 | 180 | 5.96% | Mar 31, 2024 |
Goldman Sachs ETF Trust | 0.00% | 1,553 | 1,529 | 6370.83% | Feb 29, 2024 |
MML Series Investment Fund II | 0.00% | 2,263 | -49 | -2.12% | Dec 31, 2023 |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 604 | - | - | Dec 31, 2023 |
Brinker Capital Destinations Trust | 0.00% | 534 | 534 | - | Feb 29, 2024 |
VanEck ETF Trust | 0.00% | 310,982 | - | - | Jan 31, 2024 |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 13,086 | 8,900 | 212.61% | Mar 31, 2024 |
ProFunds | 0.00% | 59 | - | - | Mar 31, 2024 |
BLACKROCK FUNDS | 0.00% | 33,644 | -663 | -1.93% | Jan 31, 2024 |
ALLSPRING FUNDS TRUST | 0.00% | 1,973 | -1,057 | -34.88% | Jan 31, 2024 |
FIDELITY SALEM STREET TRUST | 0.00% | 16,383 | 684 | 4.36% | Mar 31, 2024 |
Blackstone Alternative Investment Funds | 0.00% | 400 | 2,400 | -120.00% | Mar 31, 2024 |
Bridge Builder Trust | 0.00% | 12,809 | - | - | Mar 31, 2024 |
PRINCIPAL VARIABLE CONTRACTS FUNDS INC | 0.00% | 108 | - | - | Mar 31, 2024 |
Advisors' Inner Circle Fund III | 0.00% | 264 | 51 | 23.94% | Jan 31, 2024 |
UWM Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 127 | -34.87% |
31 Mar, 24 | 195 | 1.04% |
31 Dec, 23 | 193 | 11.56% |
30 Sep, 23 | 173 | 6.13% |
30 Jun, 23 | 163 | 3.16% |
31 Mar, 23 | 158 | 0.64% |
31 Dec, 22 | 157 | 17.16% |
30 Sep, 22 | 134 | -8.22% |
30 Jun, 22 | 146 | -3.31% |
31 Mar, 22 | 151 | -11.70% |
31 Dec, 21 | 171 | 10.32% |
30 Sep, 21 | 155 | -3.13% |
30 Jun, 21 | 160 | 44.14% |
31 Mar, 21 | 111 | 2675.00% |
31 Dec, 20 | 4 | 300.00% |
30 Sep, 20 | 1 | - |
30 Jun, 20 | 1 | -50.00% |
31 Mar, 20 | 2 | 100.00% |
31 Dec, 19 | 1 | - |
30 Sep, 19 | 1 | - |
30 Jun, 19 | 1 | - |
31 Mar, 19 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 32,991,917 | -33.98% |
31 Mar, 24 | 49,972,834 | 5.65% |
31 Dec, 23 | 47,301,700 | 11.11% |
30 Sep, 23 | 42,573,751 | 2.56% |
30 Jun, 23 | 41,511,301 | 5.28% |
31 Mar, 23 | 39,429,236 | 9.19% |
31 Dec, 22 | 36,111,113 | 3.04% |
30 Sep, 22 | 35,046,263 | -0.71% |
30 Jun, 22 | 35,297,027 | -14.42% |
31 Mar, 22 | 41,245,722 | 34.30% |
31 Dec, 21 | 30,711,202 | 13.91% |
30 Sep, 21 | 26,961,454 | -0.26% |
30 Jun, 21 | 27,031,891 | 11.08% |
31 Mar, 21 | 24,336,469 | 4076.73% |
31 Dec, 20 | 582,668 | 116433.60% |
30 Sep, 20 | 500 | - |
30 Jun, 20 | 500 | -88.89% |
31 Mar, 20 | 4,500 | 800.00% |
31 Dec, 19 | 500 | - |
30 Sep, 19 | 500 | - |
30 Jun, 19 | 500 | - |
31 Mar, 19 | 500 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 34.96% | 1.22% |
31 Mar, 24 | 53.59% | 2.08% |
31 Dec, 23 | 50.70% | 2.43% |
30 Sep, 23 | 45.73% | 2.29% |
30 Jun, 23 | 44.67% | 2.48% |
31 Mar, 23 | 42.43% | 2.79% |
31 Dec, 22 | 39.01% | 2.72% |
30 Sep, 22 | 37.86% | 2.60% |
30 Jun, 22 | 38.15% | 1.91% |
31 Mar, 22 | 44.73% | 4.83% |
31 Dec, 21 | 30.44% | 4.28% |
30 Sep, 21 | 26.67% | 3.85% |
30 Jun, 21 | 26.31% | 4.72% |
31 Mar, 21 | 23.60% | 7391.13% |
31 Dec, 20 | 0.57% | 233067200.00% |
30 Sep, 20 | 0.00% | 200000.00% |
30 Jun, 20 | 0.00% | 2525.00% |
31 Mar, 20 | 0.00% | 1800000.00% |
31 Dec, 19 | 0.00% | 200000.00% |
30 Sep, 19 | 0.00% | 200000.00% |
30 Jun, 19 | 0.00% | 200000.00% |
31 Mar, 19 | 0.00% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 64 | -41.28% |
31 Mar, 24 | 109 | -3.54% |
31 Dec, 23 | 113 | 20.21% |
30 Sep, 23 | 94 | 11.90% |
30 Jun, 23 | 84 | -2.33% |
31 Mar, 23 | 86 | -3.37% |
31 Dec, 22 | 89 | 41.27% |
30 Sep, 22 | 63 | -17.11% |
30 Jun, 22 | 76 | -12.64% |
31 Mar, 22 | 87 | -13.00% |
31 Dec, 21 | 100 | 8.70% |
30 Sep, 21 | 92 | -9.80% |
30 Jun, 21 | 102 | 10.87% |
31 Mar, 21 | 92 | 2966.67% |
31 Dec, 20 | 3 | - |
30 Sep, 20 | - | - |
30 Jun, 20 | - | -100.00% |
31 Mar, 20 | 1 | - |
31 Dec, 19 | - | - |
30 Sep, 19 | - | - |
30 Jun, 19 | - | -100.00% |
31 Mar, 19 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 36 | -28.00% |
31 Mar, 24 | 50 | -3.85% |
31 Dec, 23 | 52 | 10.64% |
30 Sep, 23 | 47 | -9.62% |
30 Jun, 23 | 52 | 13.04% |
31 Mar, 23 | 46 | 6.98% |
31 Dec, 22 | 43 | 2.38% |
30 Sep, 22 | 42 | - |
30 Jun, 22 | 42 | 10.53% |
31 Mar, 22 | 38 | 2.70% |
31 Dec, 21 | 37 | 37.04% |
30 Sep, 21 | 27 | 22.73% |
30 Jun, 21 | 22 | - |
31 Mar, 21 | - | - |
31 Dec, 20 | - | - |
30 Sep, 20 | - | - |
30 Jun, 20 | - | - |
31 Mar, 20 | - | - |
31 Dec, 19 | - | - |
30 Sep, 19 | - | - |
30 Jun, 19 | - | - |
31 Mar, 19 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 127 | -34.87% | 32,991,917 | -33.98% | 34.96% | 1.22% | 64 | -41.28% | 36 | -28.00% |
31 Mar, 24 | 195 | 1.04% | 49,972,834 | 5.65% | 53.59% | 2.08% | 109 | -3.54% | 50 | -3.85% |
31 Dec, 23 | 193 | 11.56% | 47,301,700 | 11.11% | 50.70% | 2.43% | 113 | 20.21% | 52 | 10.64% |
30 Sep, 23 | 173 | 6.13% | 42,573,751 | 2.56% | 45.73% | 2.29% | 94 | 11.90% | 47 | -9.62% |
30 Jun, 23 | 163 | 3.16% | 41,511,301 | 5.28% | 44.67% | 2.48% | 84 | -2.33% | 52 | 13.04% |
31 Mar, 23 | 158 | 0.64% | 39,429,236 | 9.19% | 42.43% | 2.79% | 86 | -3.37% | 46 | 6.98% |
31 Dec, 22 | 157 | 17.16% | 36,111,113 | 3.04% | 39.01% | 2.72% | 89 | 41.27% | 43 | 2.38% |
30 Sep, 22 | 134 | -8.22% | 35,046,263 | -0.71% | 37.86% | 2.60% | 63 | -17.11% | 42 | - |
30 Jun, 22 | 146 | -3.31% | 35,297,027 | -14.42% | 38.15% | 1.91% | 76 | -12.64% | 42 | 10.53% |
31 Mar, 22 | 151 | -11.70% | 41,245,722 | 34.30% | 44.73% | 4.83% | 87 | -13.00% | 38 | 2.70% |
31 Dec, 21 | 171 | 10.32% | 30,711,202 | 13.91% | 30.44% | 4.28% | 100 | 8.70% | 37 | 37.04% |
30 Sep, 21 | 155 | -3.13% | 26,961,454 | -0.26% | 26.67% | 3.85% | 92 | -9.80% | 27 | 22.73% |
30 Jun, 21 | 160 | 44.14% | 27,031,891 | 11.08% | 26.31% | 4.72% | 102 | 10.87% | 22 | - |
31 Mar, 21 | 111 | 2675.00% | 24,336,469 | 4076.73% | 23.60% | 7391.13% | 92 | 2966.67% | - | - |
31 Dec, 20 | 4 | 300.00% | 582,668 | 116433.60% | 0.57% | 233067200.00% | 3 | - | - | - |
30 Sep, 20 | 1 | - | 500 | - | 0.00% | 200000.00% | - | - | - | - |
30 Jun, 20 | 1 | -50.00% | 500 | -88.89% | 0.00% | 2525.00% | - | -100.00% | - | - |
31 Mar, 20 | 2 | 100.00% | 4,500 | 800.00% | 0.00% | 1800000.00% | 1 | - | - | - |
31 Dec, 19 | 1 | - | 500 | - | 0.00% | 200000.00% | - | - | - | - |
30 Sep, 19 | 1 | - | 500 | - | 0.00% | 200000.00% | - | - | - | - |
30 Jun, 19 | 1 | - | 500 | - | 0.00% | 200000.00% | - | -100.00% | - | - |
31 Mar, 19 | 1 | - | 500 | - | 0.00% | - | 1 | - | - | - |
UWM Insider Shareholders Trades
Open Market Insider Trades
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
UWM Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | 5 | 10 | 50.00% |
Q3 2023 | 6 | 4 | 150.00% |
Q2 2023 | 8 | - | - |
Q1 2023 | 20 | 16 | 125.00% |
Q4 2022 | 2 | - | - |
Q3 2022 | 1 | - | - |
Q2 2022 | 5 | - | - |
Q1 2022 | 5 | 10 | 50.00% |
Q3 2021 | 3 | 3 | 100.00% |
Q2 2021 | 11 | - | - |
Q1 2021 | 10 | 9 | 111.11% |
Q1 2020 | - | 7 | - |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q1 2024 | - | - | - |
Q3 2023 | 2 | - | - |
Q2 2023 | - | - | - |
Q1 2023 | - | - | - |
Q4 2022 | 2 | - | - |
Q3 2022 | - | - | - |
Q2 2022 | 1 | - | - |
Q1 2022 | - | 5 | - |
Q3 2021 | - | - | - |
Q2 2021 | 2 | - | - |
Q1 2021 | 1 | - | - |
Q1 2020 | - | - | - |
UWM Peer Ownership
Ticker | Company |
---|---|
LDI | loanDepot, Inc. |
OCN | Ocwen Financial Corporation |
SNFCA | Security National Financial Corporation |
ECPG | Encore Capital Group, Inc. |
PFSI | PennyMac Financial Services, Inc. |
GHLD | Guild Holdings Company |
WD | Walker & Dunlop, Inc. |
COOP | Mr. Cooper Group Inc. |
GHI | Greystone Housing Impact Investors LP |
RKT | Rocket Companies, Inc. |
VEL | Velocity Financial, Inc. |
UWMC Ownership FAQ
Who Owns UWM?
UWM is owned by institutional shareholders (34.96%), insiders (4.58%), and public (60.45%). The largest institutional shareholder of UWM is VANGUARD GROUP INC (9.12% of total shares) and the top mutual fund owner is PRUDENTIAL INVESTMENT PORTFOLIOS 5 (0.37% of total shares).
Who are the major institutional shareholders of UWM?
UWM's major institutional shareholders are VANGUARD GROUP INC, FMR LLC, PLATINUM EQUITY, LLC, BLACKROCK INC., and NORTHERN TRUST CORP. The top five shareholders own together 32.73% of the company's share outstanding.
How many UWM shareholders are there?
As of Jun 2024, there are 127 institutional shareholders of UWM.
What percentage of UWM is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 8.61M shares of UWM, representing 9.12% of the company's total shares outstanding, valued at $59.66M (as of Jun 2024).
What percentage of UWM is owned by FMR LLC?
As of Jun 2024, FMR LLC holds 8.21M shares of UWM (UWMC), compromising 8.70% of the company, valued at $56.88M.
What percentage of UWM is owned by PLATINUM EQUITY, LLC?
PLATINUM EQUITY, LLC is the third largest holder of UWM. The company owns 4.89M of the company's shares outstanding (worth $33.92M).