Ranked by reported Q2 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. | 9.5M | $91.7M | +3.0% | 9.266% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.7M | $45.1M | +0.7% | 4.562% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | $43.8M | -0.3% | 4.431% | 0.00% |
| 4 | STATE STREET CORP | 2.6M | $25.9M | +6.0% | 2.524% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.6M | $25.7M | +2.9% | 2.593% | 0.00% |
| 6 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.2M | $21.2M | +3.4% | 2.142% | 0.03% |
| 7 | Invesco Ltd. | 1.8M | $17.3M | +8.0% | 1.745% | 0.00% |
| 8 | WOLVERINE ASSET MANAGEMENT LLC | 1.7M | $16.6M | +11.5% | 1.674% | 0.15% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $14.9M | -1.8% | 1.506% | 0.00% |
| 10 | FMR LLC | 1.3M | $12.7M | +12.2% | 1.287% | 0.00% |
| 11 | NORTHERN TRUST CORP | 1.0M | $10.2M | +10.7% | 1.027% | 0.00% |
| 12 | VAN ECK ASSOCIATES CORP | 1.0M | $10.0M | -12.2% | 1.013% | 0.01% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 955K | $9.3M | -6.1% | 0.936% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 709K | $6.9M | +26.5% | 0.694% | 0.00% |
| 15 | FIRST TRUST ADVISORS LP | 688K | $6.7M | — | 0.674% | 0.00% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 686K | $6.6M | +3.8% | 0.672% | 0.00% |
| 17 | RENAISSANCE TECHNOLOGIES LLC | 568K | $5.5M | -27.0% | 0.556% | 0.01% |
| 18 | CITADEL ADVISORS LLC | 541K | $5.2M | +95.3% | 0.530% | 0.00% |
| 19 | Bank of New York Mellon Corp | 538K | $5.2M | +0.7% | 0.527% | 0.00% |
| 20 | CITIGROUP INC | 484K | $4.7M | +27.3% | 0.474% | 0.00% |
| 21 | MORGAN STANLEY | 462K | $4.5M | +67.2% | 0.452% | 0.00% |
| 22 | UBS Group AG | 448K | $4.3M | +94.1% | 0.439% | 0.00% |
| 23 | Allianz Asset Management GmbH | 445K | $4.3M | -12.0% | 0.436% | 0.00% |
| 24 | TWO SIGMA INVESTMENTS, LP | 443K | $4.3M | -60.2% | 0.434% | 0.00% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 433K | $4.2M | -14.5% | 0.425% | 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 MFA — a direct measure of their conviction.
Filings activity in MFA during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new MFA position in Q2 2026
Institutions that fully closed their MFA position in Q2 2026
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 | 212 | 3.6% | 50.66% | +0.09 pp | $493M | +3.3% |
| Q1 2026 | 220 | +5.8% | 50.57% | 2.00 pp | $477M | 0.9% |
| Q4 2025 | 208 | +3.0% | 52.57% | +0.05 pp | $481M | +0.3% |
| Q3 2025 | 202 | +9.8% | 52.52% | 2.89 pp | $480M | 8.5% |
| Q2 2025 | 184 | 1.1% | 55.41% | 2.58 pp | $524M | +0.7% |
| Q1 2025 | 186 | 1.6% | 57.99% | 4.75 pp | $521M | 9.4% |
| Q4 2024 | 189 | +4.4% | 62.74% | 0.84 pp | $575M | 22% |
| Q3 2024 | 181 | — | 63.58% | — | $734M | — |
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 MFA stock.
Based on Q2 2026 13F filings, institutional ownership of MFA Financial, Inc. stands at 50.7%, held across 212 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of MFA, with approximately 9,459,988 shares worth $0.09B as of Q2 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of MFA, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for MFA is 55 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
17 institutions opened new positions in MFA during Q2 2026, while 23 fully exited. 133 added to existing positions and 54 trimmed.
MFA institutional ownership rose by 0.09 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 63.9% of all reported 13F value in MFA, and the top 25 account for 82.5%.
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