Position in UWMC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,248,723
-$3,105,977 QoQ
Shares Held
5,348,788
+26.1% QoQ
Ownership
0.333%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 289 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $417,157,931 across 9 Mortgage Finance names. UWMC ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
16,973,040 | $267,325,379 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
758,664 | $66,079,633 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
872,309 | $47,715,302 | |
| 4 | UWMC |
UWM Holdings Corp
This page
|
5,348,788 | $12,248,723 | |
| 5 | ONIT |
Onity Group Inc.
|
175,459 | $6,974,495 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
237,325 | $6,526,437 | |
| 7 | VEL |
Velocity Financial, Inc.
|
272,540 | $5,031,087 | |
| 8 | LDI |
loanDepot, Inc.
|
3,933,045 | $4,916,306 |
All Filings in UWMC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,248,723 | 5,348,788 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $15,354,700 | 4,241,630 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,547,797 | 3,778,036 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $21,636,222 | 3,552,746 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $9,995,127 | 2,414,282 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,938,117 | 1,637,018 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,053,000 | 1,542,249 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $13,178,888 | 1,546,818 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $10,433,890 | 1,505,612 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $10,560,729 | 1,454,646 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,953,994 | 1,392,167 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $6,460,035 | 1,331,966 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,404,689 | 1,322,266 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,270,320 | 1,277,051 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,129,721 | 1,247,650 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,458,572 | 1,180,400 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,893,681 | 1,099,910 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,918,837 | 1,085,836 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,995,225 | 1,012,707 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,704,943 | 964,740 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,189,102 | 614,095 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,889,799 | 490,517 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||