Position in UWMC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,005,104
-$3,517,156 QoQ
Shares Held
4,805,724
+19.8% QoQ
Ownership
0.300%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 289 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $532,575,883 across 12 Mortgage Finance names. UWMC ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
28,542,001 | $449,536,509 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
341,593 | $29,752,748 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
541,414 | $29,615,342 | |
| 4 | UWMC |
UWM Holdings Corp
This page
|
4,805,724 | $11,005,104 | |
| 5 | BETR |
Better Home & Finance Holding Co
|
130,300 | $3,583,249 | |
| 6 | ONIT |
Onity Group Inc.
|
86,938 | $3,455,783 | |
| 7 | GHI |
Greystone Housing Impact Investors LP
|
557,470 | $3,233,324 | |
| 8 | VEL |
Velocity Financial, Inc.
|
102,530 | $1,892,700 |
All Filings in UWMC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,005,104 | 4,805,724 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $14,522,260 | 4,011,675 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $12,627,197 | 2,882,923 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $8,273,195 | 1,358,489 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $10,727,891 | 2,591,279 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $12,534,256 | 2,295,652 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,258,966 | 1,066,264 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $9,517,314 | 1,117,056 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,798,125 | 692,371 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $3,331,501 | 458,885 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $3,781,709 | 528,911 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $2,597,689 | 535,607 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $3,002,721 | 536,201 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,564,475 | 522,297 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,308,104 | 395,199 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,274,481 | 434,978 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,354,875 | 665,220 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $1,386,778 | 306,133 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $937,558 | 158,372 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,289,506 | 185,541 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $839,523 | 99,352 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $1,146,479 | 144,575 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||