Position in UWMC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,155,933
+$2,505,406 QoQ
Shares Held
4,871,588
+103.9% QoQ
Ownership
0.304%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 289 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $124,016,860 across 6 Mortgage Finance names. UWMC ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFSI |
PennyMac Financial Services, Inc.
|
1,007,153 | $87,723,023 | |
| 2 | RKT |
Rocket Companies, Inc.
|
1,160,618 | $18,279,730 | |
| 3 | UWMC |
UWM Holdings Corp
This page
|
4,871,588 | $11,155,933 | |
| 4 | WD |
Walker & Dunlop, Inc.
|
105,911 | $5,793,330 | |
| 5 | LDI |
loanDepot, Inc.
|
505,480 | $631,849 | |
| 6 | ONIT |
Onity Group Inc.
|
10,893 | $432,995 |
All Filings in UWMC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,155,933 | 4,871,588 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $8,650,527 | 2,389,649 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $6,565,526 | 1,498,979 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,511,133 | 248,134 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,475,605 | 356,427 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $711,981 | 130,400 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $643,256 | 109,584 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,187,176 | 608,824 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,084,366 | 445,075 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,710,628 | 373,365 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,584,640 | 781,069 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,754,283 | 361,708 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $896,178 | 160,032 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $714,933 | 145,608 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $418,175 | 126,337 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $450,419 | 153,727 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $583,950 | 164,958 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $716,382 | 158,142 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $668,479 | 112,919 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $730,757 | 105,145 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $533,810 | 63,173 | Shares | Defined | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||