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Get Institutions for : 
Uwm Holdings (UWMC)  
$7.22 0.16 (2.17%) as of 4:30 Thu 5/16


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 177    7
Total shares held : 
 50,649,734  
% of shares held : 
 49.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 4,532,018  
% of shares held change : 
   4.4%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $4.84  
Last Quarter's Ending Price : 
 $7.15  
Last Quarter's Average Price : 
 $5.65  
Change from last quarter's     
avg. price to the last closing  : 
1.57 (27.79%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 1,208,977
 2.39%
 
Increased Positions :
81
 5,454,062
 10.77%
 
Unchanged Positions :
24
 5,138,527
 10.15%
 
Decreased Positions :
48
-1,161,680
-2.29%
 
Closed Positions :
17
-969,341
-1.91%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FMR LLC 1242 - 2023-12-31 7,749,309 $55,408,000 1,672,225
   BLACKROCK INC. 2636 - 2024-03-31 4,479,021 $32,518,000 63,476
   NORTHERN TRUST CORP 1835 - 2023-12-31 2,044,122 $14,615,000 13,855
   STATE STREET CORP 2409 - 2023-12-31 1,519,768 $11,018,000 45,296
   GEODE CAPITAL MANAGEMENT LLC 2347 - 2023-12-31 1,392,167 $9,956,000 60,201
   GOLDMAN SACHS GROUP INC/ 2341 - 2023-12-31 956,301 $6,838,000 54,732
   Azora Capital LP 35 - 2023-12-31 937,768 $6,705,000 937,768
   BANK OF NEW YORK MELLON CORP 2200 - 2024-03-31 870,969 $6,323,000 6,129
   INVESCO LTD 2122 - 2023-12-31 781,069 $5,585,000 419,361
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2367 - 2024-03-31 547,021 $3,971,000 15,306
   PNC FINANCIAL SERVICES GROUP INC 822 - 2024-03-31 366,372 $2,660,000 72
   JANE STREET GROUP LLC 2122 - 2023-12-31 367,848 $2,630,000 352,745
   ALLIANCEBERNSTEIN L.P. 1824 - 2023-12-31 338,557 $2,421,000 92,828
   Squarepoint Ops LLC 973 - 2023-12-31 311,419 $2,227,000 149,568
   UBS Group AG 2793 - 2023-12-31 291,928 $2,087,000 107,792
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1227 - 2024-03-31 287,135 $2,085,000 9,555
   BANK OF AMERICA CORP /DE/ 3583 - 2023-12-31 261,591 $1,870,000 213,176
   FIRST TRUST ADVISORS LP 1759 - 2023-12-31 257,364 $1,840,000 7,563
   J P MORGAN CHASE & CO 3029 - 2024-03-31 250,962 $1,822,000 250,818
   NUVEEN ASSET MANAGEMENT, LLC 2487 - 2023-12-31 221,204 $1,582,000 1,584
   Connor Clark & Lunn Investment Management Ltd. 772 - 2024-03-31 198,971 $1,445,000 87,228
   DIMENSIONAL FUND ADVISORS INC 2880 - 2024-03-31 178,038 $1,293,000 75,821
   AXA 782 - 2023-12-31 166,600 $1,191,000 4,100
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2350 - 2024-03-31 160,385 $1,164,000 142,145
   Schonfeld Strategic Advisors LLC 987 - 2023-12-31 130,416 $932,000 91,016
   OCCUDO QUANTITATIVE STRATEGIES LP 250 - 2023-12-31 119,067 $851,000 46,669
   QUANTBOT TECHNOLOGIES LLC 581 - 2024-03-31 115,250 $837,000 66,174
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 2079 - 2023-12-31 113,152 $809,000 11,335
   CITIGROUP INC 2513 - 2024-03-31 98,049 $712,000 58,390
   D E SHAW & CO INC 2121 - 2023-12-31 88,645 $634,000 70,226
   LEGAL & GENERAL GROUP PLC 2373 - 2023-12-31 85,758 $613,000 22,680
   HRT FINANCIAL LLC 1237 - 2023-12-31 71,838 $513,000 71,838
   MILLENNIUM MANAGEMENT LLC 3079 - 2023-12-31 67,021 $479,000 43,835
   Lebenthal Global Advisors LLC 128 - 2024-03-31 62,144 $451,000 11,634
   PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 1277 - 2023-12-31 62,581 $447,000 24,777
   MERCER GLOBAL ADVISORS INC /ADV 1430 - 2023-12-31 57,570 $412,000 4,817
   PRICE T ROWE ASSOCIATES INC /MD/ 2270 - 2023-12-31 54,741 $392,000 2,344
   NEW YORK STATE COMMON RETIREMENT FUND 2168 - 2024-03-31 46,893 $340,000 793
   Vident Advisory LLC 960 - 2023-12-31 46,369 $332,000 4,339
   Treasurer of the State of North Carolina 1000 - 2024-03-31 41,445 $301,000 280
   Cresset Asset Management LLC 1468 - 2023-12-31 41,179 $299,000 97
   Neo Ivy Capital Management 27 - 2023-12-31 37,981 $272,000 37,981
   AXQ CAPITAL LP 423 - 2023-12-31 36,743 $263,000 6,000
   BARCLAYS PLC 3326 - 2023-12-31 32,047 $229,000 625
   Advisor Group Holdings Inc. 3558 - 2024-03-31 30,863 $224,000 9,127
   Taylor & Morgan Wealth Management LLC 57 - 2024-03-31 30,584 $222,000 455
   Bleakley Financial Group LLC 860 - 2024-03-31 30,215 $219,000 4,612
   FINANCIAL NETWORK 2469 - 2023-12-31 30,109 $215,000 1,204
   State of Wyoming 521 - 2023-12-31 29,329 $210,000 17,252
   FORTEM FINANCIAL GROUP LLC 160 - 2024-03-31 25,625 $186,000 825
   Sawtooth Asset Management Inc. 980 - 2023-12-31 25,603 $183,000 350
   Patriot Financial Group Insurance Agency LLC 455 - 2024-03-31 22,510 $163,000 72
   Harvest Fund Management Co. Ltd 275 - 2023-12-31 19,870 $142,000 18,960
   Fidelis Capital Partners LLC 359 - 2024-03-31 18,592 $135,000 28
   DDFG Inc 74 - 2024-03-31 18,046 $131,000 265
   Global Retirement Partners LLC 1027 - 2024-03-31 15,180 $110,000 180
   ROYAL BANK OF CANADA 4910 - 2023-12-31 14,820 $107,000 2,266
   Quent Capital LLC 492 - 2024-03-31 13,433 $98,000 32
   TOWER RESEARCH CAPITAL LLC 2749 - 2023-12-31 12,052 $86,000 7,772
   Good Life Advisors LLC 453 - 2024-03-31 10,565 $77,000 231
   HB Wealth Management LLC 821 - 2024-03-31 10,442 $76,000 4
   QUADRANT CAPITAL GROUP LLC 1340 - 2023-12-31 7,633 $55,000 2,952
   Telemetry Investments L.L.C. 100 - 2022-12-31 12,500 $41,000 2,500
   ATLAS CAPITAL ADVISORS LLC 565 - 2024-03-31 5,046 $37,000 3,309
   SIGNATUREFD, LLC 1783 - 2024-03-31 4,275 $31,000 1,014
   CWM LLC 2750 - 2024-03-31 3,294 $24,000 2,661
   Financial Connections Group Inc. - 2024-03-31 2,463 $18,000 37
   Coppell Advisory Solutions LLC 783 - 2023-12-31 2,357 $17,000 1,826
   DELTA ASSET MANAGEMENT LLC/TN 408 - 2023-12-31 1,908 $14,000 135
   Russell Investments Group Ltd. 2750 - 2024-03-31 1,558 $11,000 492
   Goss Wealth Management LLC 2811 - 2023-12-31 1,340 $10,000 280
   GAMMA Investing LLC 2026 - 2024-03-31 1,438 $10,000 85
   Lindbrook Capital LLC 1619 - 2024-03-31 1,275 $9,000 49
   Coston McIsaac & Partners 387 - 2024-03-31 1,295 $9,000 19
   DHJJ Financial Advisors Ltd. 472 - 2024-03-31 1,101 $8,000 17
   Sunbelt Securities Inc. 1273 - 2024-03-31 981 $7,000 14
   Steward Partners Investment Advisory LLC 2983 - 2023-12-31 614 $4,000 11
   LOOMIS SAYLES & CO L P 850 - 2023-12-31 564 $4,000 360
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 629 - 2023-12-31 343 $2,000 6
   Hartland & Co. LLC 1398 - 2023-12-31 134 $1,000 3
  80 Records found
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