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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 9,188,281 | $88M | 13.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,626,141 | $44M | 6.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 4,538,331 | $43M | 6.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,573,610 | $25M | 3.8% | 2026-Q1 |
| STATE STREET CORP added | 2,430,998 | $24M | 3.7% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,114,463 | $20M | 3.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,596,459 | $15M | 2.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,566,116 | $15M | 2.3% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 1,533,286 | $15M | 2.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,178,282 | $11M | 1.7% | 2026-Q1 |
| FMR LLC trimmed | 1,158,308 | $11M | 1.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 1,113,011 | $11M | 1.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 995,606 | $10M | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP added | 947,729 | $9M | 1.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 777,025 | $7M | 1.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 720,459 | $7M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 660,399 | $6M | 1.0% | 2026-Q1 |
| EMG Holdings, L.P. trimmed | 638,478 | $6M | 0.9% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 580,175 | $6M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 560,468 | $5M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 534,031 | $5M | 0.8% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 505,520 | $5M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 384,655 | $4M | 0.6% | 2026-Q1 |
| CITIGROUP INC added | 380,072 | $4M | 0.6% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 323,630 | $3M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 291,141 | $3M | 0.4% | 2026-Q1 |
| Engineers Gate Manager LP added | 287,371 | $3M | 0.4% | 2026-Q1 |
| NORGES BANK trimmed | 260,043 | $3M | 0.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 276,062 | $3M | 0.4% | 2026-Q1 |
| Nuveen, LLC added | 261,224 | $3M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. new | 250,307 | $2M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 240,129 | $2M | 0.4% | 2026-Q1 |
| Independent Advisor Alliance added | 236,410 | $2M | 0.3% | 2026-Q1 |
| Verition Fund Management LLC added | 230,916 | $2M | 0.3% | 2026-Q1 |
| UBS Group AG added | 230,886 | $2M | 0.3% | 2026-Q1 |
| MARINER INVESTMENT GROUP LLC new | 210,000 | $2M | 0.3% | 2026-Q1 |
| Simplify Asset Management Inc. added | 209,000 | $2M | 0.3% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 208,587 | $2M | 0.3% | 2026-Q1 |
| Swiss National Bank | 202,375 | $2M | 0.3% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT new | 183,285 | $2M | 0.3% | 2026-Q1 |
| CAXTON ASSOCIATES LLP trimmed | 169,638 | $2M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 166,052 | $2M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 161,068 | $2M | 0.2% | 2026-Q1 |
| CWM, LLC added | 156,855 | $2M | 0.2% | 2026-Q1 |
| Penserra Capital Management LLC added | 154,203 | $1M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 142,278 | $1M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 141,257 | $1M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 133,481 | $1M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 132,951 | $1M | 0.2% | 2026-Q1 |
| Almitas Capital LLC | 128,086 | $1M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 124,419 | $1M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 118,244 | $1M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 114,875 | $1M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 109,289 | $1M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 108,957 | $1M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 107,824 | $1M | 0.2% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 105,850 | $1M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 101,976 | $977K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 98,052 | $939K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 96,238 | $922K | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 93,458 | $895K | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 89,774 | $860K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 89,433 | $857K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 84,479 | $809K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO | 84,307 | $808K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 75,695 | $725K | 0.1% | 2026-Q1 |
| JENNISON ASSOCIATES LLC added | 74,929 | $718K | 0.1% | 2026-Q1 |
| Curi Capital, LLC | 73,811 | $707K | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 73,478 | $704K | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd trimmed | 71,717 | $687K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 64,194 | $615K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 64,142 | $614K | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 63,760 | $611K | 0.1% | 2026-Q1 |
| Caption Management, LLC | 58,796 | $563K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 57,640 | $552K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 56,564 | $542K | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 55,885 | $535K | 0.1% | 2026-Q1 |
| Inspire Investing, LLC added | 53,907 | $516K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 8,985,299 | $84M | 12.8% | 2025-Q4 stale |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 6,030,535 | $62M | 9.4% | 2025-Q1 stale |
| NATIXIS ADVISORS, LLC added | 1,085,679 | $11M | 1.7% | 2025-Q1 stale |
| FIRST TRUST ADVISORS LP trimmed | 365,212 | $3M | 0.5% | 2025-Q3 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 317,895 | $3M | 0.4% | 2025-Q3 stale |
| GraniteShares Advisors LLC added | 303,464 | $3M | 0.4% | 2025-Q3 stale |
| BAYVIEW ASSET MANAGEMENT, LLC trimmed | 252,500 | $2M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 248,475 | $2M | 0.3% | 2025-Q3 stale |
| GRATIA CAPITAL, LLC | 225,469 | $2M | 0.3% | 2025-Q4 stale |
| AXS Investments LLC trimmed | 142,453 | $1M | 0.2% | 2025-Q2 stale |
| Delphi Financial Group, Inc. | 144,000 | $1M | 0.2% | 2025-Q4 stale |
| BlueCrest Capital Management Ltd trimmed | 117,838 | $1M | 0.2% | 2025-Q2 stale |
| D. E. Shaw & Co., Inc. trimmed | 118,691 | $1M | 0.2% | 2025-Q3 stale |
| Squarepoint Ops LLC added | 104,886 | $964K | 0.1% | 2025-Q3 stale |
| VIRGINIA RETIREMENT SYSTEMS ET Al added | 103,117 | $960K | 0.1% | 2025-Q4 stale |
| AlphaQuest LLC trimmed | 97,524 | $908K | 0.1% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 91,400 | $851K | 0.1% | 2025-Q4 stale |
| Mitsubishi UFJ Trust & Banking Corp added | 78,439 | $805K | 0.1% | 2025-Q1 stale |
| BAILARD, INC. added | 80,800 | $743K | 0.1% | 2025-Q3 stale |
| GSA CAPITAL PARTNERS LLP added | 66,075 | $615K | 0.1% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC added | 61,599 | $587K | 0.1% | 2025-Q2 stale |
| Corebridge Financial, Inc. trimmed | 50,150 | $515K | 0.1% | 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.
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.