| 4 | NORGES BANK | 13.8M | $31.5M | β | 8.840% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 13.2M | $30.2M | +18.3% | 8.470% | 0.00% |
| 6 | AMERIPRISE FINANCIAL INC | 11.4M | $26.2M | β | 7.343% | 0.01% |
| 7 | GOLDMAN SACHS GROUP INC | 10.1M | $23.2M | +65.2% | 6.510% | 0.00% |
| 8 | CITADEL ADVISORS LLC | 7.9M | $18.2M | +45.5% | 5.104% | 0.00% |
| 9 | BANK OF AMERICA CORP /DE/ | 7.6M | $17.5M | +9.5% | 4.908% | 0.00% |
| 10 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6.7M | $15.4M | β | 4.324% | 0.02% |
| 11 | Freestone Grove Partners LP | 6.5M | $14.9M | -33.5% | 4.172% | 0.10% |
| 12 | NORTHERN TRUST CORP | 5.8M | $13.3M | -16.0% | 3.729% | 0.00% |
| 13 | Integrated Investment Consultants, LLC | 5.4M | $12.3M | β | 3.460% | 2.43% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 5.3M | $12.3M | +26.1% | 3.439% | 0.00% |
| 15 | STATE STREET CORP | 5.0M | $11.9M | +40.8% | 3.227% | 0.00% |
| 16 | Owl Creek Asset Management, L.P. | 4.9M | $11.2M | β | 3.157% | 0.93% |
| 17 | Invesco Ltd. | 4.9M | $11.2M | +103.9% | 3.132% | 0.00% |
| 18 | MORGAN STANLEY | 4.8M | $11.0M | +19.8% | 3.090% | 0.00% |
| 19 | CANADA PENSION PLAN INVESTMENT BOARD | 4.5M | $10.3M | +25.9% | 2.905% | 0.01% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.2M | $9.7M | -32.8% | 2.711% | 0.00% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 4.4M | $9.5M | +51.5% | 2.808% | 0.00% |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 4.1M | $9.4M | +16.1% | 2.640% | 0.01% |
| 23 | PLATINUM EQUITY, LLC | 3.0M | $6.8M | 0.0% | 1.922% | 21.38% |
| 24 | CANYON CAPITAL ADVISORS LLC | 2.5M | $5.8M | β | 1.627% | 0.66% |
| 25 | DIMENSIONAL FUND ADVISORS LP | 2.5M | $5.8M | +1618.1% | 1.622% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UWMC β a direct measure of their conviction.
Institutions that fully closed their UWMC position in Q2 2026
| 115.73% |
| +40.16 pp |
| $579M |
| +41% |
| Q4 2024 | 216 | +1.4% | 75.57% | +33.99 pp | $411M | 24% |
| Q3 2024 | 213 | β | 41.58% | β | $542M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
66 institutions opened new positions in UWMC during Q2 2026, while 58 fully exited. 59 added to existing positions and 160 trimmed.
UWMC institutional ownership rose by 39.47 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 52.1% of all reported 13F value in UWMC, and the top 25 account for 78.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.