Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in MFA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.2M | $88.0M | -2.3% | 9.000% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.6M | $44.3M | β | 4.531% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | $43.5M | β | 4.445% | 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $24.7M | +3.1% | 2.521% | 0.00% |
| 5 | STATE STREET CORP | 2.4M | $24.1M | +2.2% | 2.381% | 0.00% |
| 6 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.1M | $20.3M | +50.9% | 2.071% | 0.03% |
| 7 | Invesco Ltd. | 1.6M | $15.8M | +2.5% | 1.615% | 0.00% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $15.0M | +7.5% | 1.534% | 0.00% |
| 9 | WOLVERINE ASSET MANAGEMENT LLC | 1.5M | $14.7M | -7.2% | 1.502% | 0.25% |
| 10 | FMR LLC | 1.2M | $11.2M | +0.1% | 1.148% | 0.00% |
| 11 | TWO SIGMA INVESTMENTS, LP | 1.1M | $10.7M | -9.2% | 1.090% | 0.01% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 1.0M | $9.7M | +2.4% | 0.996% | 0.00% |
| 13 | NORTHERN TRUST CORP | 948K | $9.1M | +5.2% | 0.928% | 0.00% |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 777K | $7.4M | +245.2% | 0.761% | 0.01% |
| 15 | WELLINGTON MANAGEMENT GROUP LLP | 720K | $6.9M | -5.3% | 0.706% | 0.00% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 660K | $6.3M | β | 0.647% | 0.00% |
| 17 | EMG Holdings, L.P. | 638K | $6.1M | -11.3% | 0.625% | 7.74% |
| 18 | GOLDMAN SACHS GROUP INC | 560K | $5.4M | -22.0% | 0.549% | 0.00% |
| 19 | Bank of New York Mellon Corp | 534K | $5.1M | -0.4% | 0.523% | 0.00% |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 507K | $4.9M | +28.0% | 0.497% | 0.00% |
| 21 | Allianz Asset Management GmbH | 506K | $4.8M | -25.7% | 0.495% | 0.01% |
| 22 | LPL Financial LLC | 385K | $3.7M | +3.1% | 0.377% | 0.00% |
| 23 | CITIGROUP INC | 380K | $3.6M | +4.1% | 0.372% | 0.00% |
| 24 | MILLENNIUM MANAGEMENT LLC | 291K | $2.8M | -71.8% | 0.285% | 0.00% |
| 25 | Engineers Gate Manager LP | 287K | $2.8M | +388.9% | 0.281% | 0.03% |
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 MFA β a direct measure of their conviction.
Filings activity in MFA during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new MFA position in Q1 2026
Institutions that fully closed their MFA 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 | 211 | +3.4% | 48.64% | +0.07 pp | $468M | +0.1% |
| Q4 2025 | 204 | +2.5% | 48.57% | 0.40 pp | $467M | 0.8% |
| Q3 2025 | 199 | +8.2% | 48.97% | 5.54 pp | $471M | 10% |
| Q2 2025 | 184 | 1.1% | 54.51% | +0.37 pp | $524M | +0.7% |
| Q1 2025 | 186 | 1.6% | 54.14% | 5.61 pp | $521M | 9.4% |
| Q4 2024 | 189 | +4.4% | 59.75% | 16.53 pp | $575M | 22% |
| Q3 2024 | 181 | +6.5% | 76.28% | +12.80 pp | $734M | +20% |
| Q2 2024 | 170 | β | 63.48% | β | $611M | 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 MFA stock.
Based on Q1 2026 13F filings, institutional ownership of MFA Financial, Inc. stands at 48.6%, held across 211 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MFA, with approximately 9,188,281 shares worth $0.09B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of MFA, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for MFA is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
41 institutions opened new positions in MFA during Q1 2026, while 34 fully exited. 119 added to existing positions and 45 trimmed.
MFA institutional ownership rose by 0.07 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 64.5% of all reported 13F value in MFA, and the top 25 account for 83.6%.
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.
MFA Financial, Inc. (MFA) Institutional Ownership