UWM Holdings Corp (UWMC) — Institutional Holders, Q2 2026 (page 3)
295 institutional investment managers reported a UWMC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $600.7M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 295. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UWMC 13F holders ranked 201–295 of 295
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | JONES FINANCIAL COMPANIES LLLP#201 · 16,516 sh | 16,516 | $36.0K | 0.00% | +107.1% |
| 202 | R Squared Ltd#202 · 15,500 sh | 15,500 | $35.5K | 0.02% | New |
| 203 | Global Retirement Partners#203 · 15,317 sh | 15,317 | $35.1K | <0.01% | — |
| 204 | Excelsior Advisor Network#204 · 15,100 sh | 15,100 | $34.6K | <0.01% | New |
| 205 | CORSAIR CAPITAL MANAGEMENT, L.P.#205 · 15,000 sh | 15,000 | $34.4K | <0.01% | -87.0% |
| 206 | ROTHSCHILD INVESTMENT#206 · 14,798 sh | 14,798 | $33.9K | <0.01% | +77.0% |
| 207 | Mount Yale Investment Advisors#207 · 13,894 sh | 13,894 | $33.3K | <0.01% | +4.0% |
| 208 | SIGNATUREFD#208 · 14,211 sh | 14,211 | $32.5K | — | +79.6% |
| 209 | Vestmark Advisory Solutions#209 · 13,894 sh | 13,894 | $31.8K | <0.01% | +4.8% |
| 210 | Mission Financial Group#210 · 13,604 sh | 13,604 | $31.2K | — | — |
| 211 | FORTEM FINANCIAL GROUP#211 · 13,485 sh | 13,485 | $30.9K | — | -10.0% |
| 212 | Secure Asset Management#212 · 13,236 sh | 13,236 | $30.3K | — | New |
| 213 | VIRGINIA RETIREMENT SYSTEMS ET Al#213 · 13,200 sh | 13,200 | $30.2K | <0.01% | New |
| 214 | Kestra Advisory Services#214 · 12,643 sh | 12,643 | $30.2K | <0.01% | +2.0% |
| 215 | AMALGAMATED BANK#215 · 13,237 sh | 13,237 | $30.0K | — | +32.2% |
| 216 | Beacon Pointe Advisors#216 · 12,901 sh | 12,901 | $29.5K | <0.01% | -13.4% |
| 217 | NewEdge Wealth#217 · 12,813 sh | 12,813 | $29.3K | <0.01% | +18.5% |
| 218 | PNC FINANCIAL SERVICES GROUP#218 · 12,358 sh | 12,358 | $28.3K | 0.00% | +21.4% |
| 219 | Alpha Zero#219 · 13,500 sh | 13,500 | $27.7K | 0.01% | New |
| 220 | Utah Retirement Systems#220 · 11,866 sh | 11,866 | $27.2K | <0.01% | 0.0% |
| 221 | VIMA#221 · 11,851 sh | 11,851 | $27.1K | — | — |
| 222 | STIFEL FINANCIAL#222 · 11,568 sh | 11,568 | $26.5K | 0.00% | New |
| 223 | LJI Wealth Management#223 · 11,500 sh | 11,500 | $26.3K | <0.01% | 0.0% |
| 224 | MAI Capital Management#224 · 11,087 sh | 11,087 | $25.8K | <0.01% | +47.3% |
| 225 | Meeder Advisory Services#225 · 10,786 sh | 10,786 | $24.7K | <0.01% | New |
| 226 | O'SHAUGHNESSY ASSET MANAGEMENT#226 · 10,666 sh | 10,666 | $24.4K | <0.01% | New |
| 227 | Parcion Private Wealth#227 · 10,628 sh | 10,628 | $24.3K | <0.01% | New |
| 228 | Bull Harbor Capital#228 · 10,551 sh | 10,551 | $24.2K | <0.01% | -15.8% |
| 229 | Universal- Beteiligungs- und Servicegesellschaft mbH#229 · 10,152 sh | 10,152 | $23.2K | 0.00% | New |
| 230 | M&T BANK#230 · 10,115 sh | 10,115 | $23.2K | <0.01% | New |
| 231 | Geneos Wealth Management#231 · 9,200 sh | 9,200 | $21.1K | <0.01% | +53.3% |
| 232 | Sterling Capital Management#232 · 7,722 sh | 7,722 | $17.7K | — | +13.6% |
| 233 | HANTZ FINANCIAL SERVICES#233 · 7,641 sh | 7,641 | $17.0K | <0.01% | +32.2% |
| 234 | Allworth Financial#234 · 6,729 sh | 6,729 | $15.4K | <0.01% | +16.0% |
| 235 | EverSource Wealth Advisors#235 · 6,645 sh | 6,645 | $15.2K | <0.01% | +160.1% |
| 236 | Quent Capital#236 · 5,753 sh | 5,753 | $13.2K | <0.01% | -17.4% |
| 237 | Rockefeller Capital Management L.P.#237 · 5,593 sh | 5,593 | $12.8K | 0.00% | +525.6% |
| 238 | MetLife Investment Management#238 · 5,569 sh | 5,569 | $12.8K | <0.01% | +16.4% |
| 239 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#239 · 4,954 sh | 4,954 | $11.3K | <0.01% | New |
| 240 | SBI Securities , Ltd.#240 · 3,419 sh | 3,419 | $7.8K | — | +254.7% |
| 241 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#241 · 3,040 sh | 3,040 | $7.0K | 0.00% | New |
| 242 | Premier Financial Group#242 · 3,000 sh | 3,000 | $6.9K | <0.01% | New |
| 243 | Farther Finance Advisors#243 · 2,985 sh | 2,985 | $6.8K | — | -66.6% |
| 244 | Essential Partners#244 · 2,279 sh | 2,279 | $5.2K | — | -40.4% |
| 245 | Center for Financial Planning#245 · 2,136 sh | 2,136 | $4.9K | — | -47.6% |
| 246 | Triumph Capital Management#246 · 2,000 sh | 2,000 | $4.6K | — | 0.0% |
| 247 | HUNTINGTON NATIONAL BANK#247 · 1,880 sh | 1,880 | $4.3K | 0.00% | New |
| 248 | Bogart Wealth#248 · 1,590 sh | 1,590 | $3.6K | <0.01% | +1247.5% |
| 249 | GAMMA Investing#249 · 1,391 sh | 1,391 | $3.2K | — | +15.1% |
| 250 | US BANCORP \DE\#250 · 1,391 sh | 1,391 | $3.2K | 0.00% | -96.5% |
| 251 | ZRC WEALTH MANAGEMENT#251 · 1,355 sh | 1,355 | $3.1K | — | +5.2% |
| 252 | Cedar Mountain Advisors#252 · 1,325 sh | 1,325 | $3.0K | — | +1.0% |
| 253 | Coston, McIsaac & Partners#253 · 1,502 sh | 1,502 | $3.0K | <0.01% | 0.0% |
| 254 | IFP Advisors#254 · 1,191 sh | 1,191 | $2.7K | — | -47.4% |
| 255 | DHJJ Financial Advisors, Ltd.#255 · 1,149 sh | 1,149 | $2.6K | — | 0.0% |
| 256 | Spire Wealth Management#256 · 1,070 sh | 1,070 | $2.5K | <0.01% | +7.0% |
| 257 | Atlantic Private Wealth#257 · 1,000 sh | 1,000 | $2.3K | <0.01% | 0.0% |
| 258 | FIFTH THIRD BANCORP#258 · 977 sh | 977 | $2.2K | 0.00% | -91.4% |
| 259 | Kingdom Financial Group#259 · 867 sh | 867 | $2.0K | <0.01% | 0.0% |
| 260 | Pinnacle Wealth Planning Services#260 · 843 sh | 843 | $1.9K | <0.01% | +384.5% |
| 261 | Fortitude Family Office#261 · 781 sh | 781 | $1.8K | — | New |
| 262 | Clearstead Advisors#262 · 609 sh | 609 | $1.4K | 0.00% | New |
| 263 | Smartleaf Asset Management#263 · 581 sh | 581 | $1.2K | 0.00% | 0.0% |
| 264 | ACTION POINT FINANCIAL PLANNING#264 · 467 sh | 467 | $1.1K | <0.01% | New |
| 265 | Avion Wealth#265 · 454 sh | 454 | $1.0K | <0.01% | New |
| 266 | Physician Wealth Advisors#266 · 419 sh | 419 | $960.00 | — | New |
| 267 | Plante Moran Financial Advisors#267 · 408 sh | 408 | $934.00 | 0.00% | 0.0% |
| 268 | NewEdge Advisors#268 · 280 sh | 280 | $641.00 | 0.00% | New |
| 269 | Optiver Holding B.V.#269 · 242 sh | 242 | $554.00 | 0.00% | New |
| 270 | Tradewinds Capital Management#270 · 200 sh | 200 | $458.00 | — | 0.0% |
| 271 | MV CAPITAL MANAGEMENT#271 · 165 sh | 165 | $378.00 | 0.00% | +75.5% |
| 272 | UMB Bank, n.a.#272 · 140 sh | 140 | $321.00 | 0.00% | +141.4% |
| 273 | NISA INVESTMENT ADVISORS#273 · 131 sh | 131 | $313.00 | — | -98.9% |
| 274 | Parkside Financial Bank#274 · 132 sh | 132 | $304.00 | 0.00% | -80.5% |
| 275 | JPL Wealth Management#275 · 130 sh | 130 | $298.00 | <0.01% | 0.0% |
| 276 | TD PRIVATE CLIENT WEALTH#276 · 122 sh | 122 | $279.00 | 0.00% | New |
| 277 | Continuum Advisory#277 · 118 sh | 118 | $270.00 | 0.00% | New |
| 278 | Torren Management#278 · 107 sh | 107 | $245.00 | <0.01% | 0.0% |
| 279 | Transamerica Financial Advisors#279 · 76 sh | 76 | $181.00 | 0.00% | New |
| 280 | Kilter Group#280 · 78 sh | 78 | $179.00 | <0.01% | 0.0% |
| 281 | Trust Co#281 · 67 sh | 67 | $153.00 | — | 0.0% |
| 282 | Walleye Capital#282 · 16 sh | 16 | $37.00 | 0.00% | -97.4% |
| 283 | Delos Wealth Advisors#283 · 10 sh | 10 | $23.00 | 0.00% | 0.0% |
| 284 | Creative Capital Management Investments#284 · 8 sh | 8 | $18.00 | 0.00% | New |
| 285 | HFM Investment Advisors#285 · 4 sh | 4 | $10.00 | 0.00% | New |
| 286 | Larson Financial Group#286 · 3 sh | 3 | $7.00 | 0.00% | 0.0% |
| 287 | Keating Financial Advisory Services#287 · 3 sh | 3 | $7.00 | 0.00% | New |
| 288 | Silver Grove Financial Group#288 · 3 sh | 3 | $7.00 | 0.00% | New |
| 289 | LRI Investments#289 · 2 sh | 2 | $5.00 | 0.00% | New |
| 290 | DecisionPoint Financial#290 · 1 sh | 1 | $3.00 | 0.00% | New |
| 291 | BRANDES INVESTMENT PARTNERS#291 · 10,471,859 sh | 10,471,859 | $0.00 | 0.00% | New |
| 292 | Mitsubishi UFJ Asset Management , Ltd.#292 · 0 sh | 0 | $0.00 | 0.00% | New |
| 293 | Activest Wealth Management#293 · 0 sh | 0 | $0.00 | — | New |
| 294 | Covestor Ltd#294 · 159 sh | 159 | $0.00 | 0.00% | +218.0% |
| 295 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#295 · 355,452 sh | 355,452 | — | — | +52.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.