UWMCNYSEMortgage Bankers & Loan CorrespondentsFiscal year ends December 31
UWM Holdings Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$1.06+0.01 (+0.95%)
Close on Oct 19, 2026
- Market cap
- $357.78M
- P/E (TTM)
- 8.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
17.1%
274M of 1.60B shares
Institutional holders
291
73 new, 61 sold out
Net institutional buying
66M
In Q2 2026
Insider trades, 12 months
0 buys · 130 sales
Net sold $426.73M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Thomas Rogers | 8,918,475 | 8.50% | 13G (passive) | Oct 3, 2024 |
| Rogers Real Estate Holdings, L.L.C. | 8,918,475 | 8.50% | 13G (passive) | Oct 3, 2024 |
| The JRL Loyal Trust | 8,337,194 | 8.00% | 13G (passive) | Oct 15, 2024 |
| FMR LLC | 26,508,262 | 9.00% | 13G (passive) amendment | Mar 31, 2026 |
| OCO Capital GP LLC | 22,000,000 | 6.43% | 13G (passive) | Sep 24, 2026 |
| Goldman Sachs & Co. LLC | 17,398,288 | 5.10% | 13G (passive) | Jun 30, 2026 |
| Abigail P. Johnson | 15,921,118 | 6.20% | 13G (passive) amendment | Dec 31, 2025 |
| Mat Ishbia | 1,297,097,115 | 79.40% | 13D (active) amendment | Aug 5, 2026 |
| Israel A. Englander | 12,646,156 | 6.30% | 13G (passive) amendment | Mar 31, 2025 |
| Glenn Carlson | 12,228,813 | 7.20% | 13G (passive) | Mar 17, 2025 |
| Millennium Group Management LLC | 10,558,347 | 6.70% | 13G (passive) | Feb 6, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UWMC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| FMR LLC | 30,457,810 | 1.90% | $69.75M | +3,949,548 | 0.00% |
| BlackRock, Inc. | 17,581,973 | 1.10% | $40.26M | +4,981,220 | 0.00% |
| Vanguard Portfolio Management LLC | 13,861,844 | 0.86% | $31.74M | +4,265,025 | 0.00% |
| Norges Bank | 13,750,000 | 0.86% | $31.49M | New | 0.00% |
| Vanguard Capital Management LLC | 13,174,409 | 0.82% | $30.17M | +2,039,143 | 0.00% |
| Ameriprise Financial Inc | 11,422,221 | 0.71% | $26.16M | New | 0.01% |
| Brandes Investment Partners, LP | 10,471,859 | 0.65% | $0 | New | 0.00% |
| Goldman Sachs Group Inc | 10,126,852 | 0.63% | $23.19M | +3,997,989 | 0.00% |
| Bank Of America Corp /De/ | 7,634,328 | 0.48% | $17.48M | +664,519 | 0.00% |
| Hrt Financial LP | 7,062,969 | 0.44% | $16.17K | New | 0.00% |
| Citadel Advisors LLC | 7,011,042 | 0.44% | $16.06M | +2,826,918 | 0.00% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,725,165 | 0.42% | $15.40M | New | 0.02% |
| Freestone Grove Partners LP | 6,488,779 | 0.40% | $14.86M | −3,270,347 | 0.10% |
| Northern Trust Corp | 5,800,878 | 0.36% | $13.28M | −1,104,308 | 0.00% |
| Integrated Investment Consultants, LLC | 5,382,453 | 0.34% | $12.33M | +10,789 | 2.43% |
| Geode Capital Management, LLC | 5,348,788 | 0.33% | $12.25M | +1,107,158 | 0.00% |
| State Street Corp | 5,019,364 | 0.31% | $11.88M | +1,453,726 | 0.00% |
| Owl Creek Asset Management, L.P. | 4,911,463 | 0.31% | $11.25M | New | 0.93% |
| Invesco Ltd. | 4,871,588 | 0.30% | $11.16M | +2,481,939 | 0.00% |
| Morgan Stanley | 4,805,724 | 0.30% | $11.01M | +794,049 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 291 | 274M | 17.1% | 73 / 137 | 53 / 61 | 115M | 48M |
| Q1 2026 | 285 | 208M | 12.9% | 67 / 99 | 84 / 72 | 94M | 84M |
| Q4 2025 | 296 | 216M | 13.5% | 81 / 125 | 65 / 39 | 79M | 36M |
| Q3 2025 | 256 | 173M | 10.8% | 76 / 99 | 54 / 46 | 70M | 34M |
| Q2 2025 | 228 | 137M | 8.5% | 56 / 92 | 53 / 67 | 45M | 29M |
| Q1 2025 | 241 | 120M | 7.5% | 49 / 110 | 51 / 31 | 48M | 14M |
| Q4 2024 | 225 | 86M | 5.4% | 52 / 87 | 65 / 43 | 26M | 13M |
| Q3 2024 | 219 | 73M | 4.6% | 50 / 84 | 52 / 21 | 28M | 3M |
| Q2 2024 | 192 | 54M | 3.3% | 32 / 67 | 61 / 20 | 7M | 4M |
| Q1 2024 | 183 | 51M | 3.2% | 32 / 76 | 48 / 28 | 8M | 5M |
| Q4 2023 | 183 | 48M | 3.0% | 39 / 75 | 49 / 19 | 8M | 2M |
| Q3 2023 | 165 | 43M | 2.7% | 26 / 66 | 50 / 20 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UWMC | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fidelity Dividend Growth Fund | 14,504,056 | 0.90% | $26.40M | 0.22% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 9,218,040 | 0.57% | $21.11M | 0.00% | Jun 30, 2026 |
| Fidelity Capital Appreciation Fund | 9,206,700 | 0.57% | $16.76M | 0.21% | Jul 31, 2026 |
| Columbia Small Cap Value Discovery Fund | 7,983,610 | 0.50% | $14.53M | 0.58% | Jul 31, 2026 |
| Vanguard Small-Cap Index Fund | 6,604,049 | 0.41% | $15.12M | 0.01% | Jun 30, 2026 |
| Fidelity Growth and Income Portfolio | 5,275,232 | 0.33% | $9.60M | 0.06% | Jul 31, 2026 |
| Global X SuperDividend ETF | 3,964,617 | 0.25% | $7.22M | 0.59% | Jul 31, 2026 |
| Vanguard Small-Cap Growth Index Fund | 3,792,835 | 0.24% | $8.69M | 0.02% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 3,672,376 | 0.23% | $8.41M | 0.01% | Jun 30, 2026 |
| Invesco KBW High Dividend Yield Financial ETF | 2,030,483 | 0.13% | $6.21M | 1.46% | May 31, 2026 |
| State Farm Growth Fund | 1,972,419 | 0.12% | $4.52M | 0.05% | Jun 30, 2026 |
| First Trust Financials AlphaDEX Fund | 1,478,778 | 0.09% | $2.69M | 0.24% | Jul 31, 2026 |
| Columbia Variable Portfolio - Small Cap Value Discovery Fund | 1,446,530 | 0.09% | $3.31M | 0.74% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 1,323,438 | 0.08% | $4.05M | 0.01% | May 31, 2026 |
| BlackRock Mid-Cap Value Fund | 1,269,539 | 0.08% | $2.31M | 0.21% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Ishbia Mat | President and CEO, Director, 10% owner | 1,502,477,918 | 93.66% | Aug 7, 2026 |
| Laura Lawson | EVP, Chief People Officer, Director | 61,353 | 0.00% | Aug 4, 2026 |
| Alex Elezaj | EVP, Chief Strategy Officer, Director | 1,922,771 | 0.12% | May 21, 2026 |
| Melinda Wilner | EVP, COO, Director | 1,018,935 | 0.06% | May 21, 2026 |
| Rami Hasani | EVP, Chief Financial Officer | 20,577 | 0.00% | Sep 2, 2026 |
| Adam A. Wolfe | EVP, CLO & Chief Admin Officer | 19,177 | 0.00% | Mar 2, 2026 |
| Andrew Hubacker | EVP, CFO and CAO | 36,791 | 0.00% | Mar 4, 2025 |
| Nicholas Daniel Basso | Director | – | – | Aug 12, 2026 |
| Isiah Thomas III | Director | 8,507 | 0.00% | Nov 4, 2024 |
| Kelly Czubak | Director | 10,946 | 0.00% | Nov 4, 2024 |
| Stacey Coopes | Director | 5,366 | 0.00% | Nov 4, 2024 |
| Robert Verdun | Director | 208,507 | 0.01% | Nov 4, 2024 |
| Justin Ishbia | Director | 8,507 | 0.00% | Nov 4, 2024 |
| Holding Corp Sfs | 10% owner | 2,400,552 | 0.15% | Aug 7, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Rami Hasani EVP, Chief Financial Officer | Sep 1, 2026 | Option exercise | +2,500 | $1.37 | $3.43K | 20,577 |
| Rami Hasani EVP, Chief Financial Officer | Sep 1, 2026 | Tax withholding | −728 | $1.37 | $997 | 19,849 |
| Rami Hasani EVP, Chief Financial Officer | Aug 28, 2026 | Option exercise | +7,971 | $1.49 | $11.88K | 20,397 |
| Rami Hasani EVP, Chief Financial Officer | Aug 28, 2026 | Tax withholding | −2,320 | $1.49 | $3.46K | 18,077 |
| Laura Lawson EVP, Chief People Officer, Director | Jul 31, 2026 | Tax withholding | −783 | $1.82 | $1.43K | 61,353 |
| Laura Lawson EVP, Chief People Officer, Director | Jul 31, 2026 | Award | +2,689 | $1.82 | $4.89K | 62,136 |
| Melinda Wilner EVP, COO, Director | May 19, 2026 | Tax withholding | −662,059 | $2.92 | $1.93M | 1,017,935 |
| Melinda Wilner EVP, COO, Director | May 19, 2026 | Option exercise | +1,608,794 | $2.92 | $4.70M | 1,679,994 |
| Alex Elezaj EVP, Chief Strategy Officer, Director | May 19, 2026 | Option exercise | +1,608,794 | $2.92 | $4.70M | 1,922,771 |
| Alex Elezaj EVP, Chief Strategy Officer, Director | May 19, 2026 | Tax withholding | −661,736 | $2.92 | $1.93M | 1,261,035 |
| Ishbia Mat President and CEO, Director, 10% owner | May 8, 2026 | Sale(10b5-1 plan) | −1,003,333 | $3.39 | $3.40M | 0 |
| Ishbia Mat President and CEO, Director, 10% owner | May 7, 2026 | Conversion | +14,245 | – | – | 2,006,666 |
| Ishbia Mat President and CEO, Director, 10% owner | May 7, 2026 | Sale(10b5-1 plan) | −1,003,333 | $3.39 | $3.40M | 1,003,333 |
| Holding Corp Sfs 10% owner | May 6, 2026 | Sale(10b5-1 plan) | −1,003,333 | $3.66 | $3.67M | 1,992,421 |
| Holding Corp Sfs 10% owner | May 5, 2026 | Sale(10b5-1 plan) | −1,003,333 | $3.45 | $3.46M | 2,995,754 |
| Holding Corp Sfs 10% owner | May 4, 2026 | Sale(10b5-1 plan) | −1,003,333 | $3.57 | $3.58M | 3,999,087 |
| Holding Corp Sfs 10% owner | May 1, 2026 | Conversion | +3,605,772 | – | – | 6,003,444 |
| Holding Corp Sfs 10% owner | May 1, 2026 | Sale(10b5-1 plan) | −1,001,024 | $3.62 | $3.62M | 5,002,420 |
| Holding Corp Sfs 10% owner | Apr 30, 2026 | Sale(10b5-1 plan) | −934,061 | $3.53 | $3.30M | 2,397,672 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 29, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.50 | $3.50M | 3,331,733 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 28, 2026 | Sale(10b5-1 plan) | −986,644 | $3.66 | $3.61M | 4,332,307 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 27, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.78 | $3.78M | 5,318,951 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 24, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.75 | $3.75M | 6,319,525 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 23, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.65 | $3.65M | 7,320,099 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 22, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.70 | $3.70M | 8,320,673 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 21, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.82 | $3.82M | 9,321,247 |
| Holding Corp Sfs 10% owner | Apr 20, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.94 | $3.94M | 10,321,821 |
| Holding Corp Sfs 10% owner | Apr 17, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.93 | $3.93M | 11,322,395 |
| Holding Corp Sfs 10% owner | Apr 16, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.76 | $3.76M | 12,322,969 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 15, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.78 | $3.78M | 13,323,543 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 15, 2026 | Conversion | +11,000,000 | – | – | 14,324,117 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 14, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.71 | $3.71M | 3,324,117 |
| Holding Corp Sfs 10% owner | Apr 13, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.66 | $3.66M | 4,324,691 |
| Holding Corp Sfs 10% owner | Apr 10, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.71 | $3.71M | 5,325,265 |
| Holding Corp Sfs 10% owner | Apr 9, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.91 | $3.91M | 6,325,839 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 8, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.87 | $3.87M | 7,326,413 |
| Ishbia Mat President and CEO, Director, 10% owner | Apr 7, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.61 | $3.61M | 8,326,987 |
| Holding Corp Sfs 10% owner | Apr 6, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.73 | $3.73M | 9,327,561 |
| Holding Corp Sfs 10% owner | Apr 2, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.69 | $3.69M | 10,328,135 |
| Holding Corp Sfs 10% owner | Apr 1, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.63 | $3.63M | 11,328,709 |
| Holding Corp Sfs 10% owner | Apr 1, 2026 | Conversion | +11,000,000 | – | – | 12,329,283 |
| Holding Corp Sfs 10% owner | Mar 31, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.55 | $3.55M | 1,329,283 |
| Ishbia Mat President and CEO, Director, 10% owner | Mar 30, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.52 | $3.52M | 2,329,857 |
| Ishbia Mat President and CEO, Director, 10% owner | Mar 27, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.49 | $3.49M | 3,330,431 |
| Ishbia Mat President and CEO, Director, 10% owner | Mar 26, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.46 | $3.46M | 4,331,005 |
| Holding Corp Sfs 10% owner | Mar 25, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.55 | $3.55M | 5,331,579 |
| Holding Corp Sfs 10% owner | Mar 24, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.63 | $3.63M | 6,332,153 |
| Holding Corp Sfs 10% owner | Mar 23, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.72 | $3.72M | 7,332,727 |
| Holding Corp Sfs 10% owner | Mar 20, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.60 | $3.60M | 8,333,301 |
| Holding Corp Sfs 10% owner | Mar 19, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.67 | $3.67M | 9,333,875 |
| Holding Corp Sfs 10% owner | Mar 18, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.73 | $3.73M | 10,334,449 |
| Holding Corp Sfs 10% owner | Mar 17, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.67 | $3.67M | 11,335,023 |
| Holding Corp Sfs 10% owner | Mar 16, 2026 | Conversion | +11,000,000 | – | – | 13,336,171 |
| Holding Corp Sfs 10% owner | Mar 16, 2026 | Sale(10b5-1 plan) | −1,000,574 | $3.70 | $3.70M | 12,335,597 |
| Holding Corp Sfs 10% owner | Mar 13, 2026 | Sale(10b5-1 plan) | −632,874 | $3.69 | $2.34M | 2,336,171 |
| Holding Corp Sfs 10% owner | Mar 12, 2026 | Sale(10b5-1 plan) | −632,874 | $3.78 | $2.39M | 2,969,045 |
| Ishbia Mat President and CEO, Director, 10% owner | Mar 11, 2026 | Sale(10b5-1 plan) | −632,874 | $3.91 | $2.47M | 3,601,919 |
| Ishbia Mat President and CEO, Director, 10% owner | Mar 10, 2026 | Sale(10b5-1 plan) | −632,874 | $4.13 | $2.61M | 4,234,793 |
| Ishbia Mat President and CEO, Director, 10% owner | Mar 9, 2026 | Sale(10b5-1 plan) | −632,874 | $3.78 | $2.39M | 4,867,667 |
| Ishbia Mat President and CEO, Director, 10% owner | Mar 6, 2026 | Sale(10b5-1 plan) | −632,874 | $3.94 | $2.49M | 5,500,541 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Holding Corp SFS 10% Stockholder | Mar 16, 2026 | 63,036,171 | $230.71M | Mar 16, 2026 | Share for share exchange |
| Holding Corp SFS 10% Stockholder | Dec 15, 2025 | 34,394,802 | $180.92M | Dec 23, 2025 | Share for share exchange |
| Holding Corp SFS 10% Stockholder | Sep 15, 2025 | 38,166,811 | $261.44M | Sep 15, 2025 | Share for share exchange |
| Holding Corp SFS 10% Stockholder | Jun 17, 2025 | 24,402,216 | $102.00M | Jun 17, 2025 | Share for share exchange |