Mfa FinancialMFA
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 209 institutions reported holding Mfa Financial Inc. (MFA) in their 13F filings, up 2 from Q3 2025. 30 opened new positions and 27 sold out. The largest holders were Vanguard Group Inc. ($90.8M), BlackRock, Inc. ($87.6M) and Geode Capital Management, LLC ($23.2M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Mfa Financial Inc.
- CUSIP
- 55272X607
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $10.0M |
| Exits | 27 | $14.5M |
All 13F filers, Q3 2025 → Q4 2025: 4,980,239 shares bought and 5,244,830 shares sold, net −264,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 209 holders
| Vanguard Group Inc. | 0.00% | Reduce -2.3% | 9,756,949 | $90.8M |
| BlackRock, Inc. | 0.00% | Add +1.6% | 9,405,108 | $87.6M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.0% | 2,495,263 | $23.2M |
| State Street Corp. | 0.00% | Reduce -2.8% | 2,378,512 | $23.0M |
| Wolverine Asset Management LLC | 0.90% | Add +9.2% | 1,653,062 | $15.4M |
| Invesco Ltd. | 0.00% | Reduce -1.0% | 1,609,092 | $15.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.0% | 1,457,406 | $13.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +9.0% | 1,401,542 | $13.0M |
| Two Sigma Investments, LP | 0.02% | Add +57.6% | 1,226,373 | $11.4M |
| FMR LLC | 0.00% | Add +0.3% | 1,170,870 | $10.9M |
| Van Eck Associates Corp. | 0.01% | Add +22.1% | 1,145,944 | $10.7M |
| Millennium Management | 0.01% | Add +25.7% | 1,033,539 | $9.6M |
| AQR Capital Management | 0.00% | Add +43.4% | 993,475 | $9.2M |
| Northern Trust Corp. | 0.00% | Reduce -5.5% | 901,214 | $8.4M |
| Wellington Management Group LLP | 0.00% | Add +25.1% | 760,910 | $7.1M |
| EMG Holdings, L.P. | 10.87% | Reduce -32.3% | 719,478 | $6.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +75.2% | 718,940 | $6.7M |
| Allianz Asset Management GmbH | 0.01% | Reduce -13.6% | 680,419 | $6.3M |
| LSV Asset Management | 0.01% | Reduce -2.2% | 599,475 | $5.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.9% | 536,386 | $5.0M |
| Morgan Stanley | 0.00% | Add +13.8% | 531,283 | $4.9M |
| Citadel Advisors | 0.00% | Add +2460.7% | 530,592 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +137.2% | 467,493 | $4.4M |
| LPL Financial LLC | 0.00% | Reduce -5.9% | 373,211 | $3.5M |
| Citigroup Inc. | 0.00% | Reduce -72.9% | 365,030 | $3.4M |
| Voya Investment Management LLC | 0.00% | Reduce -11.6% | 291,483 | $2.7M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Add +81.7% | 272,427 | $2.5M |
| Tudor Investment Corporation | 0.01% | New | 270,966 | $2.5M |
| Point72 Asset Management | 0.00% | Add +781.1% | 268,120 | $2.5M |
| Nuveen, LLC | 0.00% | Reduce -1.9% | 259,162 | $2.4M |
| Bayview Asset Management, LLC | 2.12% | Reduce -15.8% | 252,500 | $2.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 227,366 | $2.1M |
| Gratia Capital, LLC | 1.88% | No change | 225,469 | $2.1M |
| Independent Advisor Alliance | 0.05% | Add +10.8% | 225,297 | $2.1M |
| Renaissance Technologies | 0.00% | Add +30.3% | 225,098 | $2.1M |
| Ieq Capital, LLC | 0.01% | Add +43.9% | 214,971 | $2.0M |
| Simplify Asset Management Inc. | 0.03% | New | 202,500 | $1.9M |
| Swiss National Bank | 0.00% | Add +1.7% | 202,375 | $1.9M |
| Caxton Associates LLP | 0.04% | Reduce -13.8% | 195,989 | $1.8M |
| Barclays PLC | 0.00% | Add +10.6% | 160,407 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -17.0% | 160,229 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +22.5% | 159,020 | $1.5M |
| Penserra Capital Management LLC | 0.02% | Add +9.8% | 150,084 | $1.4M |
| Delphi Financial Group, Inc. | 0.68% | No change | 144,000 | $1.3M |
| Cwm, LLC | 0.00% | Add +9.1% | 142,021 | $1.3M |
| Rhumbline Advisers | 0.00% | Reduce -13.9% | 135,854 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -57.4% | 131,770 | $1.2M |
| Almitas Capital LLC | 0.26% | Add +65.4% | 128,086 | $1.2M |
| Legal & General Group Plc | 0.00% | Reduce -9.5% | 125,628 | $1.2M |
| UBS Group AG | 0.00% | Reduce -50.3% | 122,030 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.2% | 117,861 | $1.1M |
| Alliancebernstein L.P. | 0.00% | No change | 114,875 | $1.1M |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 110,685 | $1.0M |
| Corient Private Wealth LP | 0.00% | Add +2.0% | 107,767 | $1.0M |
| Simplex Trading, LLC | 0.03% | Add +48.9% | 104,143 | $970K |
| Bank of America Corp. | 0.00% | Add +29.8% | 103,999 | $968K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -85.8% | 103,284 | $962K |
| America First Investment Advisors, LLC | 0.17% | No change | 103,225 | $961K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | Add +4.9% | 103,117 | $960K |
| Raymond James Financial Inc. | 0.00% | Reduce -8.1% | 102,441 | $954K |
| XTX Topco Ltd | 0.02% | Add +190.4% | 100,745 | $938K |
| Group One Trading LLC | 0.03% | Add +2.6% | 100,715 | $938K |
| AlphaQuest LLC | 0.05% | Reduce -13.8% | 97,524 | $908K |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 94,226 | $877K |
| Two Sigma Advisers, LP | 0.00% | Reduce -60.4% | 91,400 | $851K |
| Brevan Howard Capital Management LP | 0.02% | Add +121.7% | 89,072 | $829K |
| Deutsche Bank AG | 0.00% | Add +6.6% | 85,057 | $792K |
| Prudential Financial Inc. | 0.00% | Reduce -7.8% | 84,655 | $788K |
| Sei Investments Co. | 0.00% | Add +0.3% | 84,307 | $785K |
| Susquehanna International Group, LLP | 0.00% | Add +390.4% | 80,577 | $750K |
| Curi Capital, LLC | 0.01% | Add +7.0% | 73,811 | $689K |
| Victory Capital Management Inc. | 0.00% | Add +0.1% | 73,692 | $686K |
| Jennison Associates LLC | 0.00% | New | 72,855 | $678K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -2.3% | 70,798 | $659K |
| Gsa Capital Partners LLP | 0.05% | New | 66,075 | $615K |
| Acadian Asset Management LLC | 0.00% | Add +16.8% | 59,652 | $555K |
| Caption Management, LLC | 0.02% | Reduce -53.3% | 58,796 | $547K |
| Engineers Gate Manager LP | 0.01% | Reduce -23.0% | 58,776 | $547K |
| Intech Investment Management LLC | 0.00% | No change | 53,278 | $496K |
| Inspire Investing, LLC | 0.04% | Add +1.6% | 50,304 | $468K |
| Royal Bank of Canada | 0.00% | Reduce -74.4% | 50,141 | $467K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.8% | 50,057 | $466K |
| MetLife Investment Management, LLC | 0.00% | Reduce -16.7% | 49,804 | $464K |
| SG Americas Securities, LLC | 0.00% | Add +353.6% | 48,766 | $454K |
| Composition Wealth, LLC | 0.01% | Add +0.1% | 47,817 | $445K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -66.5% | 45,727 | $444K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 45,787 | $426K |
| Miller Global Investments, LLC | 0.38% | — | 45,347 | $422K |
| Mariner, LLC | 0.00% | Add +86.2% | 44,877 | $420K |
| Capital Square, LLC | 0.20% | Reduce -12.6% | 42,623 | $397K |
| Janus Henderson Group PLC | 0.00% | No change | 42,295 | $394K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.5% | 40,882 | $381K |
| Quantinno Capital Management LP | 0.00% | Add +15.5% | 40,303 | $375K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +39.8% | 38,071 | $359K |
| Advisors Asset Management, Inc. | 0.01% | Add +1.2% | 37,972 | $354K |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 37,525 | $349K |
| Entropy Technologies, LP | 0.02% | New | 36,480 | $340K |
| EntryPoint Capital, LLC | 0.13% | No change | 35,266 | $328K |
| Cerity Partners LLC | 0.00% | Add +1.3% | 34,277 | $319K |
| New York State Common Retirement Fund | 0.00% | No change | 33,638 | $313K |
"% of holder's portfolio" is MFA's weight in each manager's 13F, not the share of Mfa Financial Inc. the manager owns.