Two Harbors InvestmentTWO
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $27.4M |
| Exits | 33 | $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.