Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in RWT held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 20.3M | $96.1M | +0.6% | 16.199% | 0.00% |
| 2 | WELLINGTON MANAGEMENT GROUP LLP | 8.7M | $41.4M | -20.9% | 6.976% | 0.01% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 5.6M | $26.4M | -2.3% | 4.454% | 0.00% |
| 4 | STATE STREET CORP | 5.2M | $24.7M | +5.1% | 4.166% | 0.00% |
| 5 | Invesco Ltd. | 3.3M | $15.8M | +21.4% | 2.664% | 0.00% |
| 6 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3.3M | $15.5M | +3.7% | 2.612% | 0.02% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.3M | $15.5M | +4.2% | 2.611% | 0.00% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.0M | $14.4M | +4.1% | 2.419% | 0.00% |
| 9 | Boston Partners | 2.3M | $11.3M | -4.6% | 1.870% | 0.01% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | $9.7M | -6.0% | 1.634% | 0.00% |
| 11 | RAYMOND JAMES FINANCIAL INC | 1.8M | $8.4M | -0.6% | 1.418% | 0.00% |
| 12 | EVERGREEN CAPITAL MANAGEMENT LLC | 1.7M | $7.9M | -0.1% | 1.339% | 0.14% |
| 13 | AMERIPRISE FINANCIAL INC | 1.7M | $7.9M | +629.8% | 1.325% | 0.00% |
| 14 | NORTHERN TRUST CORP | 1.5M | $7.0M | +6.5% | 1.179% | 0.00% |
| 15 | MORGAN STANLEY | 1.4M | $6.5M | +36.9% | 1.100% | 0.00% |
| 16 | NORDEA INVESTMENT MANAGEMENT AB | 1.1M | $5.6M | +30.2% | 0.912% | 0.00% |
| 17 | VAN ECK ASSOCIATES CORP | 976K | $4.6M | -11.0% | 0.779% | 0.00% |
| 18 | PRUDENTIAL FINANCIAL INC | 951K | $4.5M | +66.1% | 0.760% | 0.00% |
| 19 | Qube Research & Technologies Ltd | 908K | $4.3M | +167.1% | 0.725% | 0.00% |
| 20 | VANGUARD FIDUCIARY TRUST CO | 834K | $4.0M | +4.2% | 0.666% | 0.00% |
| 21 | Bank of New York Mellon Corp | 714K | $3.4M | +0.4% | 0.570% | 0.00% |
| 22 | TRAN CAPITAL MANAGEMENT, L.P. | 628K | $3.0M | -11.0% | 0.502% | 0.34% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 605K | $2.9M | +0.0% | 0.483% | 0.00% |
| 24 | VICTORY CAPITAL MANAGEMENT INC | 564K | $2.7M | +75.8% | 0.451% | 0.00% |
| 25 | SEGALL BRYANT & HAMILL, LLC | 562K | $2.7M | — | 0.448% | 0.03% |
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 RWT — a direct measure of their conviction.
Filings activity in RWT during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new RWT position in Q2 2026
Institutions that fully closed their RWT 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 | 232 | 3.3% | 73.04% | 0.02 pp | $412M | 15% |
| Q1 2026 | 240 | +14% | 73.06% | 5.03 pp | $484M | 5.5% |
| Q4 2025 | 211 | +0.5% | 78.09% | 0.53 pp | $512M | 6.4% |
| Q3 2025 | 210 | +2.4% | 78.62% | +2.70 pp | $547M | 2.3% |
| Q2 2025 | 205 | 4.7% | 75.92% | +0.87 pp | $560M | 3.1% |
| Q1 2025 | 215 | +2.9% | 75.05% | 1.66 pp | $578M | 9.2% |
| Q4 2024 | 209 | 0.9% | 76.71% | 0.15 pp | $637M | 16% |
| Q3 2024 | 211 | — | 76.86% | — | $756M | — |
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 RWT stock.
Based on Q2 2026 13F filings, institutional ownership of Redwood Trust, Inc. stands at 73.0%, held across 232 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of RWT, with approximately 20,284,103 shares worth $0.10B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of RWT.
Our composite Smart Money Score for RWT is 31 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
27 institutions opened new positions in RWT during Q2 2026, while 36 fully exited. 44 added to existing positions and 150 trimmed.
RWT institutional ownership fell by 0.02 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 65.7% of all reported 13F value in RWT, and the top 25 account for 84.0%.
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.
Redwood Trust, Inc. (RWT) Institutional Ownership