Mortgage Bankers and Loan Correspondents - Latest Activist Disclosures

This table shows recent activist investor (Schedule 13D) filings made in this industry. Any investor or hedge fund that makes an investment with the intention of influencing management is considered an activist investor and must file a 13D.

Date Form Target Company Investor Shares Ownership
(Percent)		 Ownership Change
(Percent)
2025-08-14 13D/A UWMC / UWM Holdings Corporation Mat Ishbia 1,385,788,990 86.70 -1.22
2025-08-05 13D/A FOA / Finance of America Companies Inc. BTO Urban Holdings L.L.C. 8,029,817 50.50
2025-08-04 13D/A RKT / Rocket Companies, Inc. VA Partners I, LLC 25,395,627 9.90 11.85
2025-07-11 13D/A RKT / Rocket Companies, Inc. VA Partners I, LLC 22,704,955 8.90 15.10
2025-07-08 13D RKT / Rocket Companies, Inc. Daniel Gilbert 1,608,089,722 76.45
2025-07-03 13D/A RKT / Rocket Companies, Inc. VA Partners I, LLC 19,727,127 7.70 30.42
2025-06-20 13D/A GHLD / Guild Holdings Company Bayview MSR Opportunity Master Fund, L.P. 1,595,844 7.30 0.00
2025-06-17 13D/A UWMC / UWM Holdings Corporation Mat Ishbia 1,402,888,990 87.80 0.00
2025-05-23 13D GHLD / Guild Holdings Company Bayview MSR Opportunity Master Fund, L.P. 1,595,844 7.30
2025-05-15 13D RKT / Rocket Companies, Inc. VA Partners I, LLC 15,125,609 9.90
2025-04-02 13D/A UWMC / UWM Holdings Corporation Mat Ishbia 1,402,888,990 87.80 -0.58
2025-03-19 13D/A UWMC / UWM Holdings Corporation Mat Ishbia 1,411,091,518 88.30 -2.04
2024-12-11 13D/A FOA / Finance of America Companies Inc. Bloom Retirement Holdings Inc. 3,025,614 9.49 -5.61
2024-11-21 13D/A FOA / Finance of America Companies Inc. Bloom Retirement Holdings Inc. 3,205,527 9.49 -90.54
2024-11-04 13D/A FOA / Finance of America Companies Inc. Libman Family Holdings, LLC 9,291,359 51.40 14.89
2024-10-15 13D/A UWMC / UWM Holdings Corporation Mat Ishbia 1,440,503,618 90.10 -1.78
2024-10-03 13D/A UWMC / UWM Holdings Corporation Mat Ishbia 1,466,554,497 91.80 -1.26
2024-09-18 13D/A UWMC / UWM Holdings Corporation Mat Ishbia 1,485,199,295 92.90 -0.80
2024-09-04 13D/A UWMC / UWM Holdings Corporation Mat Ishbia 1,497,241,307 93.70
2024-07-26 13D/A FOA / Finance of America Companies Inc. Libman Family Holdings, LLC 8,086,959 47.90 -89.99
2024-07-26 13D/A FOA / Finance of America Companies Inc. Blackstone Holdings II L.P. 8,029,817 54.40 -90.00
2024-04-03 13D/A FOA / Finance of America Companies Inc. Libman Family Holdings, LLC 80,813,108 48.60 -0.87
2024-04-03 13D/A FOA / Finance of America Companies Inc. Blackstone Holdings II L.P. 80,298,190 55.40
2024-01-16 13D/A FOA / Finance of America Companies Inc. Bloom Retirement Holdings Inc. 33,893,666 9.49
2023-10-11 13D/A FOA / Finance of America Companies Inc. Bloom Retirement Holdings Inc.
2023-04-10 13D FOA / Finance of America Companies Inc. Bloom Retirement Holdings Inc. 33,893,666 28.40
2023-04-04 13D/A FOA / Finance of America Companies Inc. Libman Family Holdings, LLC 81,523,281 52.30
2023-04-04 13D/A FOA / Finance of America Companies Inc. Blackstone Holdings III L.P. 81,037,511 60.30 13.16
2023-01-04 13D/A FOA / Finance of America Companies Inc. Libman Brian L 72,137,360 53.50 0.00
2022-12-07 13D/A FOA / Finance of America Companies Inc. Libman Brian L 72,137,360 53.50 0.00
2022-12-07 13D/A FOA / Finance of America Companies Inc. Blackstone Holdings III L.P. 71,615,431 63.50 0.00
2022-08-10 13D/A FOA / Finance of America Companies Inc. Blackstone Holdings III L.P. 71,615,431 63.60 -0.45
2022-08-10 13D/A FOA / Finance of America Companies Inc. Libman Brian L 72,137,360 53.70 -0.43
2022-08-08 13D/A PFSI / PennyMac Financial Services, Inc. MFN Partners, LP 4,531,792 8.60 7.09
2022-04-05 13D/A FOA / Finance of America Companies Inc. Libman Brian L 72,447,994 54.50 -2.91
2022-04-05 13D/A FOA / Finance of America Companies Inc. Blackstone Holdings III L.P. 71,936,729 64.80 -2.86
2022-02-09 13D/A PFSI / PennyMac Financial Services, Inc. MFN Partners, LP 4,231,792 7.40 11.85
2021-11-23 13D/A PFSI / PennyMac Financial Services, Inc. MFN Partners, LP 3,783,492 6.40 7.13
2021-10-01 13D/A FOA / Finance of America Companies Inc. Blackstone Holdings III L.P. 74,056,311 66.80 -2.64
2021-10-01 13D/A FOA / Finance of America Companies Inc. Libman Brian L 74,620,526 55.60 -2.69
2021-08-26 13D FOA / Finance of America Companies Inc. Libman Brian L 76,682,162 56.90
2021-08-26 13D FOA / Finance of America Companies Inc. Blackstone Holdings III L.P. 76,067,699 68.60
2021-06-25 13D PFSI / PennyMac Financial Services, Inc. MFN Partners, LP 3,531,792 5.30
2021-02-01 13D UWMC / UWM Holdings Corporation Sfs Holding Corp 1,502,069,787 93.60
2020-06-10 13D/A PFSI / PennyMac Financial Services, Inc. BlackRock, Inc. 466,274 0.60 -94.35
2020-02-13 13D/A PFSI / PennyMac Financial Services, Inc. BlackRock, Inc. 8,246,597 10.50 -48.56
2018-11-06 13D/A PFSI / PennyMac Financial Services, Inc. BlackRock, Inc. 16,030,399 20.70 0.00
2018-08-06 13D/A PFSI / PennyMac Financial Services, Inc. BlackRock, Inc. 16,030,399 41.20
2014-04-03 13D/A PFSI / PennyMac Financial Services, Inc. Fidelity Investments Charitable Gift Fund 0 0.00
2014-02-28 13D PFSI / PennyMac Financial Services, Inc. BlackRock, Inc. 16,073,278 46.70