Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SAFE held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.7M | $131.8M | +0.7% | 13.558% | 0.00% |
| 2 | MSD CAPITAL L P | 5.8M | $78.2M | 0.0% | 8.051% | 89.59% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.0M | $67.6M | β | 6.956% | 0.00% |
| 4 | STATE STREET CORP | 2.6M | $35.7M | -1.0% | 3.630% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.3M | $30.7M | β | 3.157% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $18.3M | -0.0% | 1.887% | 0.00% |
| 7 | AMERIPRISE FINANCIAL INC | 1.0M | $13.6M | +282.3% | 1.404% | 0.00% |
| 8 | MORGAN STANLEY | 857K | $11.6M | +9.3% | 1.193% | 0.00% |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 798K | $10.8M | +11.1% | 1.111% | 0.00% |
| 10 | NewEdge Wealth, LLC | 767K | $10.4M | -19.5% | 1.068% | 0.13% |
| 11 | NORTHERN TRUST CORP | 616K | $8.3M | +9.2% | 0.857% | 0.00% |
| 12 | Long Pond Capital, LP | 554K | $7.5M | -41.4% | 0.771% | 0.77% |
| 13 | AQR CAPITAL MANAGEMENT LLC | 446K | $6.0M | +0.8% | 0.621% | 0.00% |
| 14 | UBS ASSET MANAGEMENT AMERICAS INC | 419K | $5.7M | +18234.9% | 0.584% | 0.00% |
| 15 | Bank of New York Mellon Corp | 396K | $5.4M | -2.1% | 0.551% | 0.00% |
| 16 | BANK OF AMERICA CORP /DE/ | 337K | $4.6M | +110.4% | 0.470% | 0.00% |
| 17 | PRUDENTIAL FINANCIAL INC | 336K | $4.5M | -0.1% | 0.468% | 0.01% |
| 18 | FIRST TRUST ADVISORS LP | 317K | $4.3M | +51.3% | 0.442% | 0.00% |
| 19 | PEREGRINE CAPITAL MANAGEMENT LLC | 316K | $4.3M | -8.8% | 0.440% | 0.16% |
| 20 | DENALI ADVISORS LLC | 310K | $4.2M | +236.9% | 0.431% | 0.47% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 309K | $4.2M | β | 0.430% | 0.00% |
| 22 | Legal & General Group Plc | 305K | $4.1M | -10.4% | 0.424% | 0.00% |
| 23 | Michelson Medical Research Foundation, Inc. | 297K | $4.0M | 0.0% | 0.414% | 4.09% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 289K | $3.9M | +2.5% | 0.403% | 0.00% |
| 25 | GOLDMAN SACHS GROUP INC | 280K | $3.8M | +0.4% | 0.389% | 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 SAFE β a direct measure of their conviction.
Filings activity in SAFE during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SAFE position in Q1 2026
Institutions that fully closed their SAFE 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 | 210 | +2.4% | 50.00% | 1.44 pp | $568M | 2.8% |
| Q4 2025 | 205 | +4.1% | 51.44% | 6.73 pp | $584M | 12% |
| Q3 2025 | 197 | 1.5% | 58.17% | +0.44 pp | $661M | +0.8% |
| Q2 2025 | 200 | +0.5% | 57.73% | 12.75 pp | $656M | 18% |
| Q1 2025 | 199 | +1.5% | 70.48% | 2.30 pp | $800M | 3.2% |
| Q4 2024 | 196 | 4.9% | 72.78% | 32.81 pp | $826M | 31% |
| Q3 2024 | 206 | +11% | 105.59% | +29.54 pp | $1.20B | +39% |
| Q2 2024 | 185 | β | 76.05% | β | $864M | 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 SAFE stock.
Based on Q1 2026 13F filings, institutional ownership of Safehold Inc. stands at 50.0%, held across 210 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SAFE, with approximately 9,737,947 shares worth $0.13B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SAFE.
Our composite Smart Money Score for SAFE is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
34 institutions opened new positions in SAFE during Q1 2026, while 29 fully exited. 66 added to existing positions and 108 trimmed.
SAFE institutional ownership fell by 1.44 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 72.0% of all reported 13F value in SAFE, and the top 25 account for 85.2%.
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.
Safehold Inc. (SAFE) Institutional Ownership