Who owns Starwood Property Trust (STWD)
Which tracked institutional funds hold STWD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See STWD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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
63 tracked funds added or opened STWD while 100 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
STWD’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in STWD 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 2026-Q1 and 2026-Q2, across 490 tracked filers holding STWD, 239 increased or opened the position and 251 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 STWD between the 2026-Q1 and 2026-Q2 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 15
- TPG GP A, LLC$24M
- Ovata Capital Management Ltd$15M
- MARSHALL WACE, LLP$4M
- BALYASNY ASSET MANAGEMENT L.P.$4M
- Jupiter Topco LLC$3M
- CONDOR CAPITAL MANAGEMENT$2M
Full exits 37
- HighTower Advisors, LLC$48M
- NFC Investments, LLC$12M
- Columbus Macro, LLC$11M
- HRT FINANCIAL LP$11M
- SG Americas Securities, LLC$6M
- CENTAURUS FINANCIAL, INC.$5M
Largest adds
- BlackRock, Inc.$36M
- MORGAN STANLEY$16M
- D. E. Shaw & Co., Inc.$8M
- CITADEL ADVISORS LLC$6M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$6M
- FMR LLC$5M
Largest trims
- NORGES BANK$44M
- TWO SIGMA INVESTMENTS, LP$26M
- NORTHERN TRUST CORP$20M
- AMERIPRISE FINANCIAL INC$17M
- VANGUARD PORTFOLIO MANAGEMENT LLC$14M
- Cetera Investment Advisers$11M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 35,980,845 | $589M | 21.3% | 2026-Q2 |
| TPG GP A, LLC new | 23,250,000 | $24M | 0.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 15,779,112 | $258M | 9.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 15,026,029 | $246M | 8.9% | 2026-Q2 |
| Ovata Capital Management Ltd new | 15,000,000 | $15M | 0.6% | 2026-Q2 |
| STATE STREET CORP added | 11,903,686 | $201M | 7.2% | 2026-Q2 |
| MORGAN STANLEY added | 8,787,711 | $144M | 5.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,699,499 | $110M | 4.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 4,977,504 | $82M | 2.9% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 4,516,098 | $74M | 2.7% | 2026-Q2 |
| Advisors Capital Management, LLC added | 4,280,864 | $70M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,931,036 | $48M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,707,449 | $44M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,648,402 | $43M | 1.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,350,328 | $38M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,337,908 | $40M | 1.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,217,308 | $36M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,211,543 | $36M | 1.3% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,829,099 | $30M | 1.1% | 2026-Q2 |
| NORGES BANK trimmed | 1,742,303 | $29M | 1.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 1,598,413 | $26M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,512,203 | $25M | 0.9% | 2026-Q2 |
| Invesco Ltd. added | 1,396,969 | $23M | 0.8% | 2026-Q2 |
| UBS Group AG added | 1,389,366 | $23M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 1,271,168 | $21M | 0.8% | 2026-Q2 |
| Leeward Investments, LLC - MA added | 1,238,588 | $20M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,192,709 | $20M | 0.7% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. trimmed | 1,098,554 | $18M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,023,108 | $17M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,007,320 | $16M | 0.6% | 2026-Q2 |
| CapWealth Advisors, LLC added | 976,892 | $16M | 0.6% | 2026-Q2 |
| LPL Financial LLC added | 918,372 | $15M | 0.5% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 917,256 | $15M | 0.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 897,465 | $15M | 0.5% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 791,268 | $13M | 0.5% | 2026-Q2 |
| Swiss National Bank added | 706,565 | $12M | 0.4% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 677,305 | $11M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 637,642 | $10M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 625,245 | $10M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 619,689 | $10M | 0.4% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 616,586 | $10M | 0.4% | 2026-Q2 |
| Seneca House Advisors trimmed | 577,201 | $9M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 574,684 | $9M | 0.3% | 2026-Q2 |
| State of New Jersey Common Pension Fund D added | 543,383 | $9M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 523,775 | $9M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 453,379 | $8M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 448,903 | $7M | 0.3% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 425,000 | $7M | 0.3% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 410,809 | $7M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 400,582 | $7M | 0.2% | 2026-Q2 |
| FMR LLC added | 387,858 | $6M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 363,130 | $6M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 360,454 | $6M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 360,043 | $6M | 0.2% | 2026-Q2 |
| SkyOak Wealth, LLC trimmed | 344,871 | $6M | 0.2% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 344,716 | $6M | 0.2% | 2026-Q2 |
| Holocene Advisors, LP added | 331,784 | $5M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 326,158 | $5M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 320,271 | $5M | 0.2% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 310,227 | $5M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 303,357 | $5M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 297,470 | $5M | 0.2% | 2026-Q2 |
| Sargent Investment Group, LLC trimmed | 291,220 | $5M | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 275,305 | $5M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 274,002 | $4M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 258,994 | $4M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 254,615 | $4M | 0.2% | 2026-Q2 |
| Oak Thistle LLC added | 249,634 | $4M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 247,211 | $4M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 237,743 | $4M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 235,444 | $4M | 0.1% | 2026-Q2 |
| Edgemoor Investment Advisors, Inc. added | 229,987 | $4M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 222,282 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 220,324 | $4M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 214,813 | $4M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 209,378 | $3M | 0.1% | 2026-Q2 |
| Truvestments Capital LLC added | 208,379 | $3M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 205,427 | $3M | 0.1% | 2026-Q2 |
| Adams Asset Advisors, LLC added | 202,449 | $3M | 0.1% | 2026-Q2 |
| Waterloo Capital, L.P. added | 200,390 | $3M | 0.1% | 2026-Q2 |
| Blue Owl Capital Holdings LP added | 196,355 | $3M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 195,086 | $3M | 0.1% | 2026-Q2 |
| Texas Capital Bank Wealth Management Services Inc added | 193,760 | $3M | 0.1% | 2026-Q2 |
| RFG Advisory, LLC added | 192,408 | $3M | 0.1% | 2026-Q2 |
| OmniStar Financial Group, Inc. added | 190,456 | $3M | 0.1% | 2026-Q2 |
| Grange Capital, LLC trimmed | 189,945 | $3M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 178,754 | $3M | 0.1% | 2026-Q2 |
| 1832 Asset Management L.P. | 178,662 | $3M | 0.1% | 2026-Q2 |
| United Advisor Group, LLC added | 176,974 | $3M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 173,564 | $3M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 167,812 | $3M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 166,516 | $3M | 0.1% | 2026-Q2 |
| Carmel Capital Partners, LLC trimmed | 165,237 | $3M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 165,062 | $3M | 0.1% | 2026-Q2 |
| ADELL HARRIMAN & CARPENTER INC trimmed | 162,957 | $3M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 157,748 | $3M | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 157,438 | $3M | 0.1% | 2026-Q2 |
| Twin Lakes Capital Management, LLC trimmed | 157,198 | $3M | 0.1% | 2026-Q2 |
| Focused Wealth Management, Inc trimmed | 152,624 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 149,678 | $3M | 0.1% | 2026-Q2 |
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.