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Institutional Ownership · SEC Form 13F

Who owns MFA Financial, Inc. (MFA)


Which tracked institutional funds hold MFA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MFA company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

218
Institutional holders
51M
Shares held (tracked funds)
50.1%
Of shares outstanding

How the tape is positioned

25 tracked funds added or opened MFA while 32 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

MFA’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MFA more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in MFA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 218 tracked filers holding MFA, 114 increased or opened the position and 93 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in MFA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 11

  • VANGUARD PORTFOLIO MANAGEMENT LLC$44M
  • VANGUARD CAPITAL MANAGEMENT LLC$43M
  • VANGUARD FIDUCIARY TRUST CO$6M
  • ALGERT GLOBAL LLC$3M
  • NORGES BANK$3M
  • Connor, Clark & Lunn Investment Management Ltd.$2M

Full exits 8

  • VANGUARD GROUP INC$84M
  • BAYVIEW ASSET MANAGEMENT, LLC$2M
  • GRATIA CAPITAL, LLC$2M
  • Delphi Financial Group, Inc.$1M
  • VIRGINIA RETIREMENT SYSTEMS ET Al$960K
  • AlphaQuest LLC$908K

Largest adds

  • MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7M
  • RENAISSANCE TECHNOLOGIES LLC$5M
  • Engineers Gate Manager LP$2M
  • CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1M
  • GEODE CAPITAL MANAGEMENT, LLC$1M
  • STATE STREET CORP$1M

Largest trims

  • MILLENNIUM MANAGEMENT LLC$7M
  • CITADEL ADVISORS LLC$4M
  • JANE STREET GROUP, LLC$4M
  • MORGAN STANLEY$2M
  • Y-Intercept (Hong Kong) Ltd$2M
  • TUDOR INVESTMENT CORP ET AL$2M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed9,188,281$88M13.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new4,626,141$44M6.8%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new4,538,331$43M6.6%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,573,610$25M3.8%2026-Q1
STATE STREET CORP added2,430,998$24M3.7%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added2,114,463$20M3.1%2026-Q1
Invesco Ltd. trimmed1,596,459$15M2.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,566,116$15M2.3%2026-Q1
WOLVERINE ASSET MANAGEMENT LLC trimmed1,533,286$15M2.2%2026-Q1
VAN ECK ASSOCIATES CORP added1,178,282$11M1.7%2026-Q1
FMR LLC trimmed1,158,308$11M1.7%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed1,113,011$11M1.6%2026-Q1
AQR CAPITAL MANAGEMENT LLC added995,606$10M1.5%2026-Q1
NORTHERN TRUST CORP added947,729$9M1.4%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added777,025$7M1.1%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed720,459$7M1.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new660,399$6M1.0%2026-Q1
EMG Holdings, L.P. trimmed638,478$6M0.9%2026-Q1
LSV ASSET MANAGEMENT trimmed580,175$6M0.8%2026-Q1
GOLDMAN SACHS GROUP INC trimmed560,468$5M0.8%2026-Q1
Bank of New York Mellon Corp trimmed534,031$5M0.8%2026-Q1
Allianz Asset Management GmbH trimmed505,520$5M0.7%2026-Q1
LPL Financial LLC added384,655$4M0.6%2026-Q1
CITIGROUP INC added380,072$4M0.6%2026-Q1
ALGERT GLOBAL LLC added323,630$3M0.5%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed291,141$3M0.4%2026-Q1
Engineers Gate Manager LP added287,371$3M0.4%2026-Q1
NORGES BANK trimmed260,043$3M0.4%2026-Q1
MORGAN STANLEY trimmed276,062$3M0.4%2026-Q1
Nuveen, LLC added261,224$3M0.4%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. new250,307$2M0.4%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added240,129$2M0.4%2026-Q1
Independent Advisor Alliance added236,410$2M0.3%2026-Q1
Verition Fund Management LLC added230,916$2M0.3%2026-Q1
UBS Group AG added230,886$2M0.3%2026-Q1
MARINER INVESTMENT GROUP LLC new210,000$2M0.3%2026-Q1
Simplify Asset Management Inc. added209,000$2M0.3%2026-Q1
IEQ CAPITAL, LLC trimmed208,587$2M0.3%2026-Q1
Swiss National Bank202,375$2M0.3%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT new183,285$2M0.3%2026-Q1
CAXTON ASSOCIATES LLP trimmed169,638$2M0.2%2026-Q1
STIFEL FINANCIAL CORP added166,052$2M0.2%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed161,068$2M0.2%2026-Q1
CWM, LLC added156,855$2M0.2%2026-Q1
Penserra Capital Management LLC added154,203$1M0.2%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added142,278$1M0.2%2026-Q1
JPMORGAN CHASE & CO added141,257$1M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed133,481$1M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added132,951$1M0.2%2026-Q1
Almitas Capital LLC128,086$1M0.2%2026-Q1
FRANKLIN RESOURCES INC added124,419$1M0.2%2026-Q1
BANK OF AMERICA CORP /DE/ added118,244$1M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P.114,875$1M0.2%2026-Q1
Legal & General Group Plc trimmed109,289$1M0.2%2026-Q1
Point72 Asset Management, L.P. trimmed108,957$1M0.2%2026-Q1
Corient Private Wealth LLC trimmed107,824$1M0.2%2026-Q1
TUDOR INVESTMENT CORP ET AL trimmed105,850$1M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed101,976$977K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added98,052$939K0.1%2026-Q1
DEUTSCHE BANK AG\ added96,238$922K0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed93,458$895K0.1%2026-Q1
MARSHALL WACE, LLP added89,774$860K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed89,433$857K0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed84,479$809K0.1%2026-Q1
SEI INVESTMENTS CO84,307$808K0.1%2026-Q1
Russell Investments Group, Ltd. added75,695$725K0.1%2026-Q1
JENNISON ASSOCIATES LLC added74,929$718K0.1%2026-Q1
Curi Capital, LLC73,811$707K0.1%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed73,478$704K0.1%2026-Q1
Y-Intercept (Hong Kong) Ltd trimmed71,717$687K0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new64,194$615K0.1%2026-Q1
XTX Topco Ltd trimmed64,142$614K0.1%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS added63,760$611K0.1%2026-Q1
Caption Management, LLC58,796$563K0.1%2026-Q1
JANE STREET GROUP, LLC trimmed57,640$552K0.1%2026-Q1
MetLife Investment Management, LLC added56,564$542K0.1%2026-Q1
PRUDENTIAL FINANCIAL INC trimmed55,885$535K0.1%2026-Q1
Inspire Investing, LLC added53,907$516K0.1%2026-Q1
VANGUARD GROUP INC trimmed8,985,299$84M12.8%2025-Q4 stale
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added6,030,535$62M9.4%2025-Q1 stale
NATIXIS ADVISORS, LLC added1,085,679$11M1.7%2025-Q1 stale
FIRST TRUST ADVISORS LP trimmed365,212$3M0.5%2025-Q3 stale
DARK FOREST CAPITAL MANAGEMENT LP added317,895$3M0.4%2025-Q3 stale
GraniteShares Advisors LLC added303,464$3M0.4%2025-Q3 stale
BAYVIEW ASSET MANAGEMENT, LLC trimmed252,500$2M0.4%2025-Q4 stale
Cubist Systematic Strategies, LLC added248,475$2M0.3%2025-Q3 stale
GRATIA CAPITAL, LLC225,469$2M0.3%2025-Q4 stale
AXS Investments LLC trimmed142,453$1M0.2%2025-Q2 stale
Delphi Financial Group, Inc.144,000$1M0.2%2025-Q4 stale
BlueCrest Capital Management Ltd trimmed117,838$1M0.2%2025-Q2 stale
D. E. Shaw & Co., Inc. trimmed118,691$1M0.2%2025-Q3 stale
Squarepoint Ops LLC added104,886$964K0.1%2025-Q3 stale
VIRGINIA RETIREMENT SYSTEMS ET Al added103,117$960K0.1%2025-Q4 stale
AlphaQuest LLC trimmed97,524$908K0.1%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed91,400$851K0.1%2025-Q4 stale
Mitsubishi UFJ Trust & Banking Corp added78,439$805K0.1%2025-Q1 stale
BAILARD, INC. added80,800$743K0.1%2025-Q3 stale
GSA CAPITAL PARTNERS LLP added66,075$615K0.1%2025-Q4 stale
Allspring Global Investments Holdings, LLC added61,599$587K0.1%2025-Q2 stale
Corebridge Financial, Inc. trimmed50,150$515K0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership