Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in EFC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20.9M | $284.1M | +6.0% | 16.650% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 5.3M | $72.7M | +5.8% | 4.259% | 0.00% |
| 3 | STATE STREET CORP | 5.0M | $68.0M | +7.5% | 3.950% | 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 3.2M | $43.3M | +8.7% | 2.537% | 0.00% |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.2M | $30.6M | +3.2% | 1.791% | 0.04% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2M | $29.4M | +8.3% | 1.723% | 0.00% |
| 7 | Invesco Ltd. | 1.8M | $25.0M | +16.2% | 1.467% | 0.00% |
| 8 | JPMORGAN CHASE & CO | 1.5M | $20.2M | +59.1% | 1.181% | 0.00% |
| 9 | NORTHERN TRUST CORP | 1.5M | $20.2M | +9.1% | 1.186% | 0.00% |
| 10 | DELPHI FINANCIAL GROUP, INC. | 1.4M | $19.2M | 0.0% | 1.123% | 9.47% |
| 11 | VAN ECK ASSOCIATES CORP | 1.3M | $17.1M | -8.2% | 0.999% | 0.01% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $15.7M | +3.9% | 0.919% | 0.00% |
| 13 | EMG Holdings, L.P. | 1.1M | $15.3M | +16.9% | 0.895% | 12.21% |
| 14 | VICTORY CAPITAL MANAGEMENT INC | 861K | $11.7M | +2.7% | 0.686% | 0.01% |
| 15 | MORGAN STANLEY | 854K | $11.6M | -7.1% | 0.681% | 0.00% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 821K | $11.2M | +2.9% | 0.654% | 0.00% |
| 17 | Bank of New York Mellon Corp | 818K | $11.1M | +0.9% | 0.652% | 0.00% |
| 18 | D. E. Shaw & Co., Inc. | 735K | $10.0M | +36.8% | 0.586% | 0.00% |
| 19 | TWO SIGMA INVESTMENTS, LP | 689K | $9.4M | +2007.8% | 0.550% | 0.01% |
| 20 | PRINCIPAL FINANCIAL GROUP INC | 606K | $8.2M | +0.1% | 0.483% | 0.00% |
| 21 | Dana Investment Advisors, Inc. | 535K | $7.3M | -1.6% | 0.426% | 0.19% |
| 22 | BANK OF AMERICA CORP /DE/ | 445K | $6.1M | -17.1% | 0.355% | 0.00% |
| 23 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 431K | $5.9M | -3.4% | 0.344% | 0.01% |
| 24 | CITADEL ADVISORS LLC | 419K | $5.7M | +104.1% | 0.334% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 387K | $5.3M | -3.8% | 0.308% | 0.00% |
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 EFC — a direct measure of their conviction.
Filings activity in EFC 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 | 247 | +3.8% | 51.55% | +1.46 pp | $869M | +20% |
| Q1 2026 | 238 | 2.9% | 50.09% | 0.98 pp | $721M | +0.4% |
| Q4 2025 | 245 | +9.9% | 51.07% | +3.23 pp | $719M | +12% |
| Q3 2025 | 223 | +9.9% | 47.84% | 3.38 pp | $642M | +2.3% |
| Q2 2025 | 203 | 1.0% | 51.22% | +0.41 pp | $628M | +2.3% |
| Q1 2025 | 205 | +4.6% | 50.81% | 2.11 pp | $614M | 12% |
| Q4 2024 | 196 | +7.1% | 52.92% | 0.30 pp | $701M | 3.3% |
| Q3 2024 | 183 | — | 53.22% | — | $725M | — |
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 EFC stock.
Based on Q2 2026 13F filings, institutional ownership of Ellington Financial Inc. stands at 51.5%, held across 247 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EFC, with approximately 20,877,584 shares worth $0.28B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of EFC, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for EFC is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
34 institutions opened new positions in EFC during Q2 2026, while 24 fully exited. 170 added to existing positions and 35 trimmed.
EFC institutional ownership rose by 1.46 percentage points quarter-over-quarter, with a net change of +9 holders.
The top 10 institutions account for 70.5% of all reported 13F value in EFC, and the top 25 account for 87.9%.
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.
Ellington Financial Inc. (EFC) Institutional Ownership