Who owns STWD (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-Q1 13F filings. 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
62 tracked funds added or opened STWD while 99 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
STWD’s largest tracked holder by dollar value, VANGUARD GROUP 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 STWD more heavily than its largest holder by dollar value does.
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 2025-Q4 and 2026-Q1, across 526 tracked filers holding STWD, 280 increased or opened the position and 225 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 STWD 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 19
- VANGUARD CAPITAL MANAGEMENT LLC$269M
- VANGUARD PORTFOLIO MANAGEMENT LLC$260M
- VANGUARD FIDUCIARY TRUST CO$37M
- CapWealth Advisors, LLC$15M
- VANGUARD ASSET MANAGEMENT, Ltd$5M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$3M
Full exits 13
- VANGUARD GROUP INC$581M
- TWO SIGMA ADVISERS, LP$31M
- SEVEN GRAND MANAGERS, LLC$9M
- Engineers Gate Manager LP$3M
- MILLENNIUM MANAGEMENT LLC$2M
- Neo Ivy Capital Management$2M
Largest adds
- GOLDMAN SACHS GROUP INC$28M
- HighTower Advisors, LLC$18M
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$8M
- RENAISSANCE TECHNOLOGIES LLC$7M
- D. E. Shaw & Co., Inc.$6M
- WINTON GROUP Ltd$6M
Largest trims
- BlackRock, Inc.$74M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$20M
- TUDOR INVESTMENT CORP ET AL$14M
- JPMORGAN CHASE & CO$14M
- MORGAN STANLEY$9M
- Invesco Ltd.$9M
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 | 32,127,409 | $553M | 15.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 15,592,547 | $269M | 7.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 15,096,105 | $260M | 7.3% | 2026-Q1 |
| STATE STREET CORP added | 11,804,339 | $209M | 5.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 7,425,251 | $128M | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 6,591,526 | $114M | 3.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 5,710,784 | $98M | 2.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 5,431,995 | $94M | 2.6% | 2026-Q1 |
| NORGES BANK trimmed | 3,648,160 | $72M | 2.0% | 2026-Q1 |
| Advisors Capital Management, LLC added | 4,004,158 | $69M | 1.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 3,598,362 | $62M | 1.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,799,801 | $48M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,721,506 | $47M | 1.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,628,711 | $45M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,568,377 | $44M | 1.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,447,603 | $42M | 1.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,248,464 | $39M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,167,317 | $37M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,948,252 | $34M | 0.9% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,767,528 | $30M | 0.9% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 1,424,257 | $25M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 1,302,321 | $22M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,257,017 | $22M | 0.6% | 2026-Q1 |
| Leeward Investments, LLC - MA trimmed | 1,177,955 | $20M | 0.6% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,167,531 | $20M | 0.6% | 2026-Q1 |
| VALLEY WEALTH MANAGERS, INC. added | 1,157,515 | $20M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,118,559 | $19M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 916,496 | $16M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 907,859 | $16M | 0.4% | 2026-Q1 |
| CapWealth Advisors, LLC trimmed | 873,703 | $15M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 855,604 | $15M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 816,379 | $14M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 777,465 | $13M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 764,957 | $13M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 761,291 | $13M | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 719,771 | $12M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 696,365 | $12M | 0.3% | 2026-Q1 |
| NFC Investments, LLC trimmed | 672,514 | $12M | 0.3% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 672,416 | $12M | 0.3% | 2026-Q1 |
| Columbus Macro, LLC added | 651,930 | $11M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP added | 623,803 | $11M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 623,614 | $11M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 622,391 | $11M | 0.3% | 2026-Q1 |
| Seneca House Advisors added | 621,728 | $11M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 618,784 | $11M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 618,591 | $11M | 0.3% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 533,383 | $9M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 529,682 | $9M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 478,661 | $8M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 454,388 | $8M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 426,765 | $7M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 422,460 | $7M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 419,338 | $7M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 393,990 | $7M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 358,683 | $6M | 0.2% | 2026-Q1 |
| SkyOak Wealth, LLC added | 346,798 | $6M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 338,177 | $6M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 331,004 | $6M | 0.2% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 318,267 | $5M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 309,342 | $5M | 0.1% | 2026-Q1 |
| Sargent Investment Group, LLC added | 292,573 | $5M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 289,910 | $5M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 286,990 | $5M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 285,280 | $5M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 294,391 | $5M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 271,841 | $5M | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 265,990 | $5M | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 264,201 | $5M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 248,411 | $4M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 238,875 | $4M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 241,632 | $4M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 238,319 | $4M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 237,978 | $4M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 237,658 | $4M | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 230,102 | $4M | 0.1% | 2026-Q1 |
| ADELL HARRIMAN & CARPENTER INC trimmed | 214,523 | $4M | 0.1% | 2026-Q1 |
| Oak Thistle LLC added | 212,437 | $4M | 0.1% | 2026-Q1 |
| Edgemoor Investment Advisors, Inc. added | 206,984 | $4M | 0.1% | 2026-Q1 |
| Truvestments Capital LLC added | 204,572 | $4M | 0.1% | 2026-Q1 |
| Carmel Capital Partners, LLC added | 197,863 | $3M | 0.1% | 2026-Q1 |
| Waterloo Capital, L.P. added | 195,300 | $3M | 0.1% | 2026-Q1 |
| Grange Capital, LLC trimmed | 193,534 | $3M | 0.1% | 2026-Q1 |
| Texas Capital Bank Wealth Management Services Inc trimmed | 191,620 | $3M | 0.1% | 2026-Q1 |
| RFG Advisory, LLC added | 189,624 | $3M | 0.1% | 2026-Q1 |
| Edgestream Partners, L.P. trimmed | 181,347 | $3M | 0.1% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 178,662 | $3M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC added | 172,943 | $3M | 0.1% | 2026-Q1 |
| Argosy-Lionbridge Management, LLC trimmed | 176,250 | $3M | 0.1% | 2026-Q1 |
| OmniStar Financial Group, Inc. added | 175,049 | $3M | 0.1% | 2026-Q1 |
| United Advisor Group, LLC added | 173,717 | $3M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC added | 171,206 | $3M | 0.1% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 171,158 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 32,286,144 | $581M | 16.4% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 1,746,800 | $31M | 0.9% | 2025-Q4 stale |
| SEVEN GRAND MANAGERS, LLC trimmed | 500,000 | $9M | 0.3% | 2025-Q4 stale |
| ZACKS INVESTMENT MANAGEMENT added | 438,299 | $8M | 0.2% | 2025-Q3 stale |
| EASTERLY INVESTMENT PARTNERS LLC added | 405,027 | $8M | 0.2% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 353,772 | $7M | 0.2% | 2025-Q1 stale |
| Waterfront Capital Partners, LLC trimmed | 283,137 | $6M | 0.2% | 2025-Q1 stale |
| Calamos Advisors LLC | 157,631 | $3M | 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.