ARMOUR Residential REIT, Inc. (ARR) Institutional OwnershipQ2 2026 13F Data|Updated 2026-11-07
Institutional ownership decreased this quarter (-3.40 pp), while top 10 holders maintain a highly concentrated 69.4% of value.
Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in ARR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20.0M | $348.6M | +15.3% | 17.166% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 7.1M | $124.0M | +6.6% | 6.109% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 5.6M | $97.6M | +7.0% | 4.807% | 0.00% |
| 4 | STATE STREET CORP | 4.7M | $82.8M | +15.0% | 4.078% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 3.2M | $56.2M | +18.3% | 2.768% | 0.00% |
| 6 | MORGAN STANLEY | 2.8M | $48.1M | +129.3% | 2.367% | 0.00% |
| 7 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.5M | $43.6M | +58.5% | 2.150% | 0.05% |
| 8 | D. E. Shaw & Co., Inc. | 2.3M | $39.7M | +5.3% | 1.955% | 0.02% |
| 9 | JUPITER ASSET MANAGEMENT LTD | 2.2M | $37.5M | +74.6% | 1.848% | 0.19% |
| 10 | Invesco Ltd. | 2.0M | $35.0M | +11.5% | 1.725% | 0.00% |
| 11 | AMERIPRISE FINANCIAL INC | 1.6M | $28.3M | +35.8% | 1.392% | 0.01% |
| 12 | NORTHERN TRUST CORP | 1.4M | $23.6M | +19.7% | 1.161% | 0.00% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $20.9M | +12.1% | 1.029% | 0.00% |
| 14 | CITADEL ADVISORS LLC | 1.0M | $18.3M | -10.4% | 0.901% | 0.00% |
| 15 | VAN ECK ASSOCIATES CORP | 1.0M | $17.7M | -3.3% | 0.871% | 0.01% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 841K | $14.7M | +35.3% | 0.723% | 0.00% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 819K | $14.3M | +13.2% | 0.704% | 0.00% |
| 18 | UBS Group AG | 816K | $14.2M | -6.9% | 0.702% | 0.00% |
| 19 | Bank of New York Mellon Corp | 788K | $13.8M | +10.4% | 0.677% | 0.00% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 772K | $13.5M | +62.0% | 0.663% | 0.00% |
| 21 | Verition Fund Management LLC | 652K | $11.4M | +49.2% | 0.561% | 0.03% |
| 22 | GOLDMAN SACHS GROUP INC | 652K | $11.4M | +77.5% | 0.560% | 0.00% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 600K | $10.5M | +10.2% | 0.515% | 0.01% |
| 24 | TWO SIGMA INVESTMENTS, LP | 450K | $7.9M | -20.6% | 0.387% | 0.01% |
| 25 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 426K | $7.4M | +6.5% | 0.366% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ARR — a direct measure of their conviction.
Filings activity in ARR during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 248 | +9.7% | 65.28% | 3.40 pp | $1.32B | +23% |
| Q1 2026 | 226 | +3.2% | 68.68% | +1.78 pp | $1.07B | 3.1% |
| Q4 2025 | 219 | +7.4% | 66.90% | 2.38 pp | $1.10B | +14% |
| Q3 2025 | 204 | +7.4% | 69.28% | +10.87 pp | $964M | +35% |
| Q2 2025 | 190 | +0.5% | 58.41% | 2.94 pp | $715M | 0.7% |
| Q1 2025 | 189 | +6.2% | 61.35% | +33.61 pp | $720M | +22% |
| Q4 2024 | 178 | +6.6% | 27.74% | +5.48 pp | $591M | +16% |
| Q3 2024 | 167 | — | 22.26% | — | $511M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ARR stock.
Based on Q2 2026 13F filings, institutional ownership of ARMOUR Residential REIT, Inc. stands at 65.3%, held across 248 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ARR, with approximately 19,974,341 shares worth $0.35B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of ARR, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for ARR is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in ARR during Q2 2026, while 12 fully exited. 169 added to existing positions and 35 trimmed.
ARR institutional ownership fell by 3.40 percentage points quarter-over-quarter, with a net change of +22 holders.
The top 10 institutions account for 69.4% of all reported 13F value in ARR, and the top 25 account for 86.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.