Mfa FinancialMFA

13F holders, Q4 2025 (December 31)
209holders +2
30new positions
27sold out
6famous investors
$9.33avg. 13F price*

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

050100150200250 Q1 2024: 175Q1 2024Q2 2024: 168Q2 2024Q3 2024: 186Q3 2024Q4 2024: 189Q4 2024Q1 2025: 192Q1 2025Q2 2025: 188Q2 2025Q3 2025: 207Q3 2025Q4 2025: 209Q4 2025Q1 2026: 220Q1 2026Q2 2026: 212Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions30$10.0M
Exits27$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.

Show all 209 holders