Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CMTG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Hyundai Investments Co., Ltd. | 20.5M | $48.7M | -0.3% | 14.597% | 54.89% |
| 2 | Koch, Inc. | 15.1M | $36.0M | 0.0% | 10.788% | 3.91% |
| 3 | Neuberger Berman Group LLC | 8.8M | $20.8M | -0.0% | 6.248% | 0.02% |
| 4 | BlackRock, Inc. | 7.9M | $18.9M | -3.2% | 5.656% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5.4M | $12.8M | β | 3.830% | 0.00% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.1M | $7.3M | -14.9% | 2.198% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.7M | $6.5M | +4.5% | 1.953% | 0.00% |
| 8 | WAFRA INC. | 2.5M | $6.0M | 0.0% | 1.783% | 100.00% |
| 9 | STATE STREET CORP | 2.1M | $5.1M | +2.7% | 1.529% | 0.00% |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.8M | $4.4M | +0.8% | 1.308% | 0.01% |
| 11 | GRATIA CAPITAL, LLC | 1.7M | $4.0M | 0.0% | 1.213% | 2.49% |
| 12 | LM Asset Management, Inc. | 1.4M | $3.3M | +162.2% | 0.998% | 1.73% |
| 13 | Caption Management, LLC | 1.3M | $3.2M | β | 0.953% | 0.03% |
| 14 | CITIGROUP INC | 1.1M | $2.6M | +51565.3% | 0.770% | 0.00% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 855K | $2.0M | β | 0.610% | 0.00% |
| 16 | D. E. Shaw & Co., Inc. | 837K | $2.0M | +2.1% | 0.597% | 0.00% |
| 17 | NORTHERN TRUST CORP | 792K | $1.9M | +2.2% | 0.565% | 0.00% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 721K | $1.7M | β | 0.514% | 0.00% |
| 19 | MACQUARIE GROUP LTD | 453K | $1.1M | β | 0.323% | 0.01% |
| 20 | GOLDMAN SACHS GROUP INC | 356K | $847K | -8.2% | 0.254% | 0.00% |
| 21 | Brevan Howard Capital Management LP | 328K | $778K | +4.8% | 0.234% | 0.01% |
| 22 | JANE STREET GROUP, LLC | 294K | $699K | +16.6% | 0.209% | 0.01% |
| 23 | Bank of New York Mellon Corp | 293K | $698K | -3.3% | 0.209% | 0.00% |
| 24 | AQR CAPITAL MANAGEMENT LLC | 287K | $683K | +4.0% | 0.205% | 0.00% |
| 25 | UBS Group AG | 243K | $579K | +71.9% | 0.173% | 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 CMTG β a direct measure of their conviction.
Filings activity in CMTG during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CMTG position in Q1 2026
Institutions that fully closed their CMTG 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 | 115 | +0.0% | 56.32% | 15.75 pp | $201M | 22% |
| Q4 2025 | 115 | 0.9% | 72.07% | 6.17 pp | $257M | 7.9% |
| Q3 2025 | 116 | 5.7% | 78.24% | +10.65 pp | $279M | +16% |
| Q2 2025 | 123 | 9.6% | 67.59% | 29.50 pp | $241M | 30% |
| Q1 2025 | 136 | +14% | 97.09% | 23.29 pp | $346M | 19% |
| Q4 2024 | 119 | +17% | 120.38% | 63.54 pp | $429M | 35% |
| Q3 2024 | 102 | +3.0% | 183.92% | 16.07 pp | $655M | 8.1% |
| Q2 2024 | 99 | β | 199.99% | β | $713M | 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 CMTG stock.
Based on Q1 2026 13F filings, institutional ownership of Claros Mortgage Trust, Inc. stands at 56.3%, held across 115 reporting institutions.
Hyundai Investments Co., Ltd. is the largest reported institutional holder of CMTG, with approximately 20,467,603 shares worth $0.05B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of CMTG, including JANE STREET GROUP, LLC.
Our composite Smart Money Score for CMTG is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
21 institutions opened new positions in CMTG during Q1 2026, while 21 fully exited. 15 added to existing positions and 77 trimmed.
CMTG institutional ownership fell by 15.75 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 83.0% of all reported 13F value in CMTG, and the top 25 account for 96.0%.
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.
Claros Mortgage Trust, Inc. (CMTG) Institutional Ownership