$UWMC

$1.56 +$0.15 (10.64%) Close

$UWMC Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 337.5M shares outstanding

Who owns UWMC?

By type of holder

Institutions 80.1% Insiders 0.0% Everyone else 19.9%

Concentration Top 10 holders own 794.0%

Mat Ishbia 384.3% · SFS Holding Corp. 373.9%

Institutional ownership

80.1%

+18.6 pts vs last qtr

Institutional holders

292

+7 vs last qtr

Net shares bought

+62.8M

by institutions in Q2 2026

New / sold out

74 / 67

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +13.8M
Ameriprise Financial Inc NEW +11.4M

Biggest sellers in Q2 2026

King Street Capital Management, L.P. SOLD OUT −7.8M
Two Sigma Investments, LP −6.5M

Who is planning to sell?

Notices of proposed sale, last 12 months

$412M

2 notices from 1 person

Shares covered

97.4M

28.87% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

SFS Holding Corp 10% stockholder $412M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025

−0.2%

−0.06% a year

Each share's claim on the business

+0.2%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$81.6M vs $103M

over 5 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years39% 3–5 years19% 1–3 years6% Under 1 year37%

Quarterly turnover

39.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting UWMC on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
F FMR LLC	30.5M	9.02%	+3.9M (+14.9%)	2021	0.0%
Shares held by quarter Peak holding30.5M (Q2'26) Change over 8 quarters+20.2M Share of the company9.020% FMR LLC's full portfolio →
B BlackRock, Inc.	17.6M	5.21%	+5.0M (+39.5%)	≤2021	0.0%
Shares held by quarter Peak holding17.6M (Q2'26) Change over 8 quarters+12.8M Share of the company5.210% BlackRock, Inc.'s full portfolio →

FMR LLC

30.5M

% of company

9.02%

Change vs last qtr

+3.9M (+14.9%)

Held since

2021

BlackRock, Inc.

17.6M

% of company

5.21%

Change vs last qtr

+5.0M (+39.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding UWM Holdings Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UWMC on Form N-PORT; together they hold 27.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
FD Fidelity Dividend Growth Fund Fidelity Securities Fund	$26.4M	14.5M	4.30%	0.22%	July 31, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$21.1M	9.2M	2.73%	0.00%	June 30, 2026

Fidelity Dividend Growth Fund

Fidelity Securities Fund

Position value

$26.4M

% of company

4.30%

% of the fund

0.22%

As of

July 31, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$21.1M

% of company

2.73%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding UWM Holdings Corporation and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MI Mat Ishbia 5%+ holder 13D · 79.4%	1.3B	384.30%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company384.300% Disclosed stake13D · 79.4% View the 13D/G filing →
SH SFS Holding Corp. 5%+ holder 13D · 78.7%	1.26B	373.86%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company373.860% Disclosed stake13D · 78.7% View the 13D/G filing →

Mat Ishbia

5%+ holder13D · 79.4%

1.3B

% of company

384.30%

Change vs last qtr

—

Held since

—

SFS Holding Corp.

5%+ holder13D · 78.7%

1.26B

% of company

373.86%

Change vs last qtr

—

Held since

—

Comments