Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CHMI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $3.9M | β | 4.270% | 0.00% |
| 2 | Summit Financial, LLC | 1.0M | $2.7M | +1.4% | 2.789% | 0.03% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 609K | $1.5M | -2.1% | 1.658% | 0.00% |
| 4 | TPG GP A, LLC | 557K | $1.4M | β | 1.515% | 0.04% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 510K | $1.3M | +28.4% | 1.388% | 0.00% |
| 6 | CITADEL ADVISORS LLC | 476K | $1.2M | -22.8% | 1.295% | 0.00% |
| 7 | BlackRock, Inc. | 444K | $1.1M | +1.6% | 1.209% | 0.00% |
| 8 | TWO SIGMA INVESTMENTS, LP | 274K | $685K | +32.7% | 0.745% | 0.00% |
| 9 | VANGUARD FIDUCIARY TRUST CO | 223K | $558K | β | 0.608% | 0.00% |
| 10 | STATE STREET CORP | 164K | $426K | +9.4% | 0.447% | 0.00% |
| 11 | NORTHERN TRUST CORP | 116K | $290K | -0.4% | 0.316% | 0.00% |
| 12 | Gladstone Institutional Advisory LLC | 52K | $130K | +309.6% | 0.141% | 0.00% |
| 13 | Verition Fund Management LLC | 41K | $103K | β | 0.112% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 34K | $85K | +104.8% | 0.092% | 0.00% |
| 15 | Cetera Investment Advisers | 31K | $77K | -17.0% | 0.084% | 0.00% |
| 16 | MONEY CONCEPTS CAPITAL CORP | 27K | $68K | β | 0.074% | 0.00% |
| 17 | XTX Topco Ltd | 24K | $59K | +127.0% | 0.065% | 0.00% |
| 18 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21K | $53K | -16.3% | 0.058% | 0.00% |
| 19 | GABLES CAPITAL MANAGEMENT INC. | 21K | $52K | -5.3% | 0.056% | 0.02% |
| 20 | UBS Group AG | 19K | $48K | +51.4% | 0.053% | 0.00% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19K | $47K | β | 0.052% | 0.00% |
| 22 | MORGAN STANLEY | 19K | $46K | +55.0% | 0.051% | 0.00% |
| 23 | RITHOLTZ WEALTH MANAGEMENT | 18K | $44K | -12.2% | 0.048% | 0.00% |
| 24 | ADVISOR GROUP HOLDINGS, INC. | 15K | $38K | -7.8% | 0.042% | 0.00% |
| 25 | MEMBERS Trust Co | 13K | $33K | 0.0% | 0.035% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CHMI β a direct measure of their conviction.
Filings activity in CHMI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CHMI position in Q1 2026
Institutions that fully closed their CHMI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 54 | +13% | 18.44% | +0.14 pp | $16M | +0.8% |
| Q4 2025 | 48 | 13% | 18.30% | +1.73 pp | $16M | +10% |
| Q3 2025 | 55 | +12% | 16.57% | 1.23 pp | $14M | 6.9% |
| Q2 2025 | 49 | +8.9% | 17.80% | +1.18 pp | $16M | +7.1% |
| Q1 2025 | 45 | +7.1% | 16.62% | 35.08 pp | $15M | 68% |
| Q4 2024 | 42 | 13% | 51.70% | 26.18 pp | $45M | 34% |
| Q3 2024 | 48 | +12% | 77.88% | +59.71 pp | $68M | +329% |
| Q2 2024 | 43 | β | 18.17% | β | $16M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CHMI stock.
Based on Q1 2026 13F filings, institutional ownership of Cherry Hill Mortgage Investment Corporation stands at 18.4%, held across 54 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of CHMI, with approximately 1,568,799 shares worth $0.00B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of CHMI, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for CHMI is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
18 institutions opened new positions in CHMI during Q1 2026, while 12 fully exited. 12 added to existing positions and 24 trimmed.
CHMI institutional ownership rose by 0.14 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 91.4% of all reported 13F value in CHMI, and the top 25 account for 98.7%.
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.