Two Harbors InvestmentTWO

13F holders, Q2 2026 (June 30)
231holders +4
35new positions
33sold out
3famous investors
$12.39avg. 13F price*

At the end of Q2 2026, 231 institutions reported holding Two Harbors Investment Corp. (TWO) in their 13F filings, up 4 from Q1 2026. 35 opened new positions and 33 sold out. The largest holders were BlackRock, Inc. ($211.7M), Vanguard Portfolio Management LLC ($76.8M) and Vanguard Capital Management LLC ($57.8M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Two Harbors Investment Corp.
CUSIP
90187B804
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 190Q1 2024Q2 2024: 206Q2 2024Q3 2024: 216Q3 2024Q4 2024: 204Q4 2024Q1 2025: 220Q1 2025Q2 2025: 202Q2 2025Q3 2025: 213Q3 2025Q4 2025: 214Q4 2025Q1 2026: 227Q1 2026Q2 2026: 231Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions35$27.4M
Exits33$38.0M

All 13F filers, Q1 2026 → Q2 2026: 15,589,248 shares bought and 13,412,882 shares sold, net +2,176,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 231 holders

BlackRock, Inc. 0.00% Add +3.0% 17,057,600 $211.7M
Vanguard Portfolio Management LLC 0.00% Add +1.1% 6,186,102 $76.8M
Vanguard Capital Management LLC 0.00% Add +0.1% 4,656,908 $57.8M
Sand Grove Capital Management LLP 15.61% Add +45.2% 4,494,970 $55.8M
State Street Corp. 0.00% Add +6.0% 4,168,926 $51.7M
AQR Arbitrage LLC 0.66% Add +53.1% 3,094,518 $38.4M
Geode Capital Management, LLC 0.00% Add +10.3% 2,733,957 $33.9M
Bank of America Corp. 0.00% Add +200.6% 2,014,242 $25.0M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% Add +2.9% 1,894,045 $23.5M
Goldman Sachs Group Inc. 0.00% Add +19.7% 1,792,765 $22.2M
Squarepoint Ops LLC 0.04% Add +310.6% 1,748,877 $21.7M
Millennium Management 0.01% Reduce -26.4% 1,564,654 $19.4M
Invesco Ltd. 0.00% Reduce -22.7% 1,512,163 $18.8M
Alliancebernstein L.P. 0.01% Reduce -25.3% 1,576,808 $18.0M
Northern Trust Corp. 0.00% Add +5.3% 1,287,282 $16.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -8.3% 1,263,989 $15.7M
Melqart Asset Management (UK) Ltd 1.42% Add +218.7% 1,201,262 $14.9M
Qube Research & Technologies Ltd 0.02% New 1,146,434 $14.2M
Governors Lane LP 1.34% Add +225.4% 1,072,123 $13.3M
Victory Capital Management Inc. 0.01% Add +20.4% 1,040,487 $12.9M
Van Eck Associates Corp. 0.01% Reduce -11.1% 976,899 $12.1M
UBS Group AG 0.00% Reduce -34.3% 964,744 $12.0M
Glazer Capital, LLC 0.31% Add +671.0% 963,745 $12.0M
Boothbay Fund Management, LLC 0.22% Add +138.5% 888,424 $11.0M
Morgan Stanley 0.00% Reduce -26.6% 863,568 $10.7M
Man Group plc 0.02% Add +731.5% 831,450 $10.3M
Adage Capital Partners Gp, L.L.C. 0.01% Add +14.8% 803,897 $10.0M
Prelude Capital Management, LLC 0.63% Add +64.2% 694,657 $8.6M
Vanguard Fiduciary Trust Co. 0.00% Reduce -1.1% 694,212 $8.6M
Gabelli Funds LLC 0.05% Add +350.1% 675,085 $8.4M
Alpine Associates Management Inc. 0.51% Reduce -0.5% 661,234 $8.2M
Bank of New York Mellon Corp 0.00% Add +10.8% 612,432 $7.6M
Credit Industriel Et Commercial 1.37% Add +547.6% 602,257 $7.5M
Advisors Asset Management, Inc. 0.11% Reduce -23.0% 593,402 $7.4M
Balyasny Asset Management L.P. 0.01% Reduce -88.5% 568,693 $7.1M
GABELLI & Co INVESTMENT ADVISERS, INC. 0.94% Add +334.1% 518,237 $6.4M
Principal Financial Group Inc. 0.00% Reduce -0.7% 507,717 $6.3M
Verition Fund Management LLC 0.04% Add +12.1% 465,512 $5.8M
Fort Baker Capital Management LP 0.47% New 386,971 $4.8M
Public Sector Pension Investment Board 0.01% Reduce -3.2% 363,688 $4.5M
Polar Asset Management Partners Inc. 0.10% Add +87.1% 333,060 $4.1M
Nuveen, LLC 0.00% Add +45.4% 301,697 $3.7M
Centiva Capital, LP 0.13% Add +49.3% 300,000 $3.7M
Rhumbline Advisers 0.00% Reduce -11.2% 268,865 $3.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.2% 265,229 $3.3M
GraniteShares Advisors LLC 2.11% Add +15.1% 264,265 $3.3M
Legal & General Group Plc 0.00% Add +3.8% 249,837 $3.1M
Swiss National Bank 0.00% Add +2.7% 210,788 $2.6M
Quantinno Capital Management LP 0.00% Add +40.2% 195,940 $2.4M
Susquehanna International Group, LLP 0.00% Add +88.9% 187,592 $2.3M
Ameriprise Financial Inc. 0.00% Reduce -2.0% 173,984 $2.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 158,676 $2.0M
Harvest Management LLC 0.78% Reduce -29.2% 141,573 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +21.9% 138,589 $1.7M
Citigroup Inc. 0.00% Add +40.4% 128,523 $1.6M
California State Teachers Retirement System 0.00% Reduce -15.1% 119,969 $1.5M
Groupe la Francaise 0.02% New 116,257 $1.4M
DLD Asset Management, LP 0.39% New 114,903 $1.4M
Deutsche Bank AG 0.00% Add +16.5% 113,455 $1.4M
Prudential Financial Inc. 0.00% Add +1.4% 109,056 $1.4M
Wells Fargo & Company 0.00% Add +93.2% 102,578 $1.3M
Penserra Capital Management LLC 0.01% Reduce -32.3% 98,429 $1.2M
Caxton Associates LLP 0.02% Add +6.8% 97,899 $1.2M
NINE MASTS CAPITAL Ltd 0.16% New 90,600 $1.1M
AQR Capital Management 0.00% Reduce -29.7% 87,661 $1.1M
JPMorgan Chase & Co. 0.00% Reduce -46.0% 76,288 $1.0M
CSS LLC 0.13% Add +220.0% 78,175 $970K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 71,516 $888K
Intech Investment Management LLC 0.01% Add +202.5% 71,486 $887K
Abc Arbitrage SA 0.09% Add +34.8% 69,374 $861K
Thrivent Financial for Lutherans 0.00% Reduce -1.4% 68,980 $856K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 68,847 $854K
MetLife Investment Management, LLC 0.00% Add +17.2% 62,162 $771K
TIG Advisors, LLC 0.04% Reduce -95.5% 61,680 $765K
BNP Paribas Financial Markets 0.00% Add +167.1% 61,560 $764K
State of Wisconsin Investment Board 0.00% Add +22.9% 58,265 $723K
Two Sigma Investments, LP 0.00% Add +154.9% 57,605 $715K
Guggenheim Capital LLC 0.00% Reduce -32.0% 56,022 $695K
Russell Investments Group, Ltd. 0.00% Add +221.9% 55,503 $689K
Blackstone Inc. 0.00% No change 53,677 $666K
Jupiter Topco LLC 0.00% — 53,040 $658K
Tudor Investment Corporation 0.00% New 50,000 $621K
Louisiana State Employees Retirement System 0.01% Reduce -1.1% 46,000 $571K
LPL Financial LLC 0.00% Add +4.9% 42,833 $532K
Simplicity Wealth,LLC 0.02% Reduce -61.8% 42,791 $531K
Vanguard Global Advisers, LLC 0.00% Reduce -6.6% 40,641 $504K
Barclays PLC 0.00% Reduce -94.8% 40,077 $497K
Marshall Wace, LLP 0.00% Reduce -24.3% 35,443 $440K
State of Alaska, Department of Revenue 0.00% Reduce -33.0% 34,594 $429K
New York State Common Retirement Fund 0.00% No change 32,976 $409K
Mariner Investment Group LLC 0.15% No change 32,776 $407K
State of Tennessee, Department of Treasury 0.00% Add +46.5% 32,197 $400K
Police & Firemen's Retirement System of New Jersey 0.00% Add +13.3% 31,434 $390K
Arizona State Retirement System 0.00% Add +1.2% 28,985 $360K
Amalgamated Bank 0.00% Reduce -6.3% 28,259 $351K
APS Management Group, Inc. 0.27% Reduce -8.2% 28,265 $351K
AlphaGrep UK Ltd 0.11% New 28,100 $349K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.6% 27,831 $345K
Yousif Capital Management, LLC 0.00% Reduce -0.2% 27,789 $345K
State Board of Administration of Florida Retirement System 0.00% No change 27,773 $345K

"% of holder's portfolio" is TWO's weight in each manager's 13F, not the share of Two Harbors Investment Corp. the manager owns.

Show all 231 holders