Two Harbors InvestmentTWO

13F holders, Q2 2025 (June 30)
202holders −18
20new positions
39sold out
3famous investors
$10.78avg. 13F price*

At the end of Q2 2025, 202 institutions reported holding Two Harbors Investment Corp. (TWO) in their 13F filings, down 18 from Q1 2025. 20 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($179.2M), Vanguard Group Inc. ($121.5M) and Allspring Global Investments Holdings, LLC ($57.1M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Two Harbors Investment Corp.
Filed as
TWO HBRS INVT CORP (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions20$10.7M
Exits39$28.3M

All 13F filers, Q1 2025 → Q2 2025: 9,734,546 shares bought and 6,195,350 shares sold, net +3,539,196 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 202 holders

BlackRock, Inc. 0.00% Reduce -4.3% 16,640,708 $179.2M
Vanguard Group Inc. 0.00% Reduce -0.6% 11,282,184 $121.5M
Allspring Global Investments Holdings, LLC 0.10% Add +1.7% 5,240,983 $57.1M
State Street Corp. 0.00% Add +1.7% 4,034,480 $43.5M
Balyasny Asset Management L.P. 0.09% Add +490.7% 3,583,939 $38.6M
Millennium Management 0.03% Add +158.6% 3,120,472 $33.6M
Invesco Ltd. 0.00% Add +44.5% 2,649,977 $28.5M
Geode Capital Management, LLC 0.00% Reduce -0.5% 2,482,805 $26.7M
Massachusetts Financial Services Co. 0.01% Reduce -4.8% 1,971,759 $21.2M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.1% 1,458,723 $15.7M
UBS Group AG 0.00% Add +3.8% 1,299,376 $14.0M
Northern Trust Corp. 0.00% Add +2.7% 1,216,048 $13.1M
Victory Capital Management Inc. 0.01% Add +4997.4% 1,152,729 $12.5M
Ameriprise Financial Inc. 0.00% Reduce -37.5% 1,138,638 $12.3M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% Add +7.8% 959,992 $10.3M
Morgan Stanley 0.00% Reduce -10.9% 855,485 $9.2M
Van Eck Associates Corp. 0.01% Add +0.1% 829,844 $8.9M
Bank of New York Mellon Corp 0.00% Add +1.3% 754,117 $8.1M
Wolverine Asset Management LLC 0.58% Add +168.5% 744,028 $8.0M
Advisors Asset Management, Inc. 0.14% Reduce -3.1% 731,060 $7.9M
Bank of America Corp. 0.00% Reduce -26.6% 613,472 $6.6M
Principal Financial Group Inc. 0.00% Reduce -0.1% 515,964 $5.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +186.1% 413,955 $4.5M
First Trust Advisors LP 0.00% New 405,863 $4.4M
Public Sector Pension Investment Board 0.02% Add +7.9% 354,682 $3.8M
Citigroup Inc. 0.00% Reduce -28.3% 331,077 $3.6M
Rhumbline Advisers 0.00% Add +2.3% 305,088 $3.3M
Legal & General Group Plc 0.00% Add +0.9% 282,488 $3.0M
Pinebridge Investments, L.P. 0.02% No change 260,607 $2.8M
Citadel Advisors 0.00% Reduce -18.7% 241,494 $2.6M
Susquehanna International Group, LLP 0.00% Add +71.6% 239,469 $2.6M
GraniteShares Advisors LLC 1.57% Add +6.7% 237,660 $2.6M
Phocas Financial Corp. 0.37% Add +0.0% 237,159 $2.6M
Nuveen, LLC 0.00% Reduce -15.0% 212,799 $2.3M
Barclays PLC 0.00% Add +52.5% 200,287 $2.2M
Swiss National Bank 0.00% Reduce -1.1% 198,688 $2.1M
Goldman Sachs Group Inc. 0.00% Reduce -52.9% 179,709 $1.9M
Qube Research & Technologies Ltd 0.00% New 172,784 $1.9M
Raymond James Financial Inc. 0.00% Add +1043.8% 170,331 $1.8M
JPMorgan Chase & Co. 0.00% Reduce -35.8% 167,441 $1.8M
Voya Investment Management LLC 0.00% Add +396.4% 144,276 $1.6M
Sei Investments Co. 0.00% Add +7.6% 138,073 $1.5M
Y-Intercept (Hong Kong) Ltd 0.04% Add +593.6% 137,674 $1.5M
LPL Financial LLC 0.00% Reduce -20.9% 127,519 $1.4M
Alliancebernstein L.P. 0.00% No change 120,515 $1.3M
Penserra Capital Management LLC 0.02% Reduce -3.0% 114,367 $1.2M
Guggenheim Capital LLC 0.01% Add +0.3% 110,666 $1.2M
Prudential Financial Inc. 0.00% Reduce -63.2% 107,273 $1.2M
T. Rowe Price Associates Inc. 0.00% Add +14.0% 105,265 $1.1M
Private Advisor Group, LLC 0.01% New 95,846 $1.0M
California State Teachers Retirement System 0.00% Reduce -1.1% 95,768 $1.0M
Norges Bank 0.00% Reduce -59.3% 88,709 $955K
Wells Fargo & Company 0.00% Reduce -10.4% 88,180 $950K
Zacks Investment Management 0.01% Reduce -69.9% 86,965 $937K
AXS Investments LLC 0.38% Reduce -25.4% 85,068 $916K
Ascentis Independent Advisors 0.17% Add +2.0% 84,941 $915K
Freestone Grove Partners LP 0.01% Add +81.4% 84,839 $914K
Intech Investment Management LLC 0.01% Reduce -7.7% 84,783 $913K
O'shaughnessy Asset Management, LLC 0.01% New 79,033 $851K
Thrivent Financial for Lutherans 0.00% Add +0.4% 76,491 $824K
Deutsche Bank AG 0.00% Reduce -13.0% 72,121 $777K
New York State Common Retirement Fund 0.00% No change 66,300 $714K
State of Alaska, Department of Revenue 0.01% Add +7.7% 61,857 $666K
MetLife Investment Management, LLC 0.00% No change 61,228 $659K
Exchange Traded Concepts, LLC 0.01% Add +2.0% 58,199 $627K
Royal Bank of Canada 0.00% Add +136.6% 56,385 $607K
Illinois Municipal Retirement Fund 0.01% Reduce -0.4% 54,244 $584K
Simplify Asset Management Inc. 0.03% Add +71.8% 53,250 $574K
Janus Henderson Group PLC 0.00% No change 53,040 $572K
Manufacturers Life Insurance Company, The 0.00% Reduce -0.8% 50,839 $548K
Louisiana State Employees Retirement System 0.01% Reduce -0.4% 48,600 $523K
Squarepoint Ops LLC 0.00% New 45,175 $487K
State of Tennessee, Department of Treasury 0.00% Reduce -0.4% 44,221 $476K
Comerica Bank 0.00% Add +0.2% 41,961 $452K
Schonfeld Strategic Advisors LLC 0.00% Add +181.5% 41,470 $447K
HighPoint Advisor Group LLC 0.02% Add +0.2% 39,966 $430K
Kestra Advisory Services, LLC 0.00% Add +6.5% 39,815 $429K
Yousif Capital Management, LLC 0.00% No change 38,693 $417K
Cetera Investment Advisers 0.00% Reduce -15.0% 38,619 $416K
Marex Group Ltd 0.01% New 36,651 $395K
Handelsbanken Fonder AB 0.00% No change 36,049 $388K
ARK & TLK Investments, LLC 0.12% Add +34.0% 35,860 $386K
Commonwealth Equity Services, LLC 0.00% Add +191.4% 34,914 $376K
Caxton Associates LLP 0.01% Reduce -73.0% 32,929 $355K
Graham Capital Management, L.P. 0.01% New 30,601 $330K
Arizona State Retirement System 0.00% Add +2.1% 30,358 $327K
Maryland State Retirement & Pension System 0.01% No change 30,244 $326K
Vestcor Inc 0.01% New 30,039 $324K
Amalgamated Bank 0.00% No change 29,446 $317K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.8% 29,307 $316K
Montag A & Associates Inc. 0.02% Add +447.8% 28,953 $312K
AQR Capital Management 0.00% Add +11.3% 28,641 $308K
Teachers Retirement System of the State of Kentucky 0.00% No change 27,885 $300K
State Board of Administration of Florida Retirement System 0.00% No change 27,773 $299K
Edgestream Partners, L.P. 0.01% New 27,305 $294K
Triumph Capital Management 0.09% Add +6.0% 26,725 $288K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +7.6% 26,707 $288K
Howard Financial Services, LTD. 0.04% Add +54.6% 25,477 $274K
Oregon Public Employees Retirement Fund 0.00% Add +0.4% 23,843 $257K
New York State Teachers Retirement System 0.00% Reduce -30.8% 23,417 $252K
ProShare Advisors LLC 0.00% Reduce -4.7% 23,307 $251K
Police & Firemen's Retirement System of New Jersey 0.00% No change 22,860 $246K
Inceptionr LLC 0.05% New 21,134 $228K
Stifel Financial Corp. 0.00% Reduce -5.1% 19,921 $215K
Dynamic Technology Lab Private Ltd 0.03% New 19,788 $213K
KLP Kapitalforvaltning As 0.00% No change 19,114 $206K
STRS Ohio 0.00% No change 19,100 $206K
Bank of Montreal 0.00% Add +16.0% 18,221 $196K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 18,068 $195K
Nisa Investment Advisors, LLC 0.00% Reduce -57.6% 17,887 $193K
Amundi 0.00% Reduce -97.8% 17,081 $188K
Pictet Asset Management Holding SA 0.00% Reduce -21.5% 16,581 $179K
Legacy Financial Strategies, LLC 0.03% No change 15,900 $171K
Teacher Retirement System of Texas 0.00% Add +4.2% 15,795 $170K
Kestra Private Wealth Services, LLC 0.00% Add +8.0% 15,071 $162K
Zullo Investment Group, Inc. 0.06% Reduce -9.0% 14,143 $152K
American Financial Group Inc. 0.06% No change 13,897 $150K
Mutual of America Capital Management LLC 0.00% Reduce -11.5% 13,363 $144K
Osaic Holdings, Inc. 0.00% Add +11.1% 13,130 $142K
Janney Montgomery Scott LLC 0.00% New 13,129 $141K
HighTower Advisors, LLC 0.00% Reduce -6.6% 12,870 $139K
Motiv8 Investments LLC 0.08% Add +0.9% 12,253 $132K
Tower Research Capital LLC (TRC) 0.00% Add +88.2% 12,208 $131K
Group One Trading LLC 0.00% New 11,510 $124K
FMR LLC 0.00% Add +108.6% 11,310 $122K
International Assets Investment Management, LLC 0.01% Reduce -13.3% 11,092 $119K
Public Employees Retirement Association of Colorado 0.00% No change 10,893 $117K
BNP Paribas Financial Markets 0.00% Add +0.5% 10,802 $116K
Ameritas Investment Partners, Inc. 0.00% No change 10,519 $113K
Avantax Advisory Services, Inc. 0.00% Add +1.1% 10,417 $112K
State of Wisconsin Investment Board 0.00% Reduce -4.7% 10,305 $111K
Federated Hermes, Inc. 0.00% Reduce -3.4% 10,090 $109K
HSBC Holdings PLC 0.00% Reduce -15.4% 10,151 $108K
Allworth Financial LP 0.00% Add +25.0% 8,250 $89K
Jones Financial Companies LLLP 0.00% Add +14.4% 7,338 $78K
Global Retirement Partners, LLC 0.00% — 7,024 $76K
PNC Financial Services Group, Inc. 0.00% Reduce -64.2% 4,871 $52K
McIlrath & Eck, LLC 0.01% No change 4,646 $50K
KBC Group NV 0.00% Reduce -45.9% 3,588 $39K
Smartleaf Asset Management LLC 0.00% Reduce -45.9% 3,520 $37K
AlphaQuest LLC 0.00% Add +240.4% 3,370 $36K
GPS Wealth Strategies Group, LLC 0.00% No change 3,337 $36K
National Bank of Canada 0.00% Add +6.9% 2,341 $25K
Russell Investments Group, Ltd. 0.00% Add +58.7% 2,157 $23K
Public Employees Retirement System of Ohio 0.00% Reduce -5.8% 1,973 $21K
JNBA Financial Advisors 0.00% No change 1,896 $20K
Sterling Capital Management LLC 0.00% Reduce -16.3% 1,500 $16K
Larson Financial Group LLC 0.00% Add +19.2% 1,252 $13K
Parallel Advisors, LLC 0.00% Reduce -36.4% 1,166 $13K
VSM Wealth Advisory, LLC 0.00% No change 1,068 $11K
Cwm, LLC 0.00% Reduce -55.2% 983 $11K
Signaturefd, LLC 0.00% Reduce -25.9% 972 $10K
HighMark Wealth Management LLC 0.00% Add +3.8% 811 $9K
Aventura Private Wealth, LLC 0.00% No change 797 $9K
EverSource Wealth Advisors, LLC 0.00% Add +15.4% 770 $8K
Legacy Investment Solutions, LLC 0.00% — 700 $8K
Legacy Wealth Managment, LLC 0.00% No change 700 $8K
Innovative Advisory Group, LLC 0.01% No change 600 $6K
Trust Co. of Vermont 0.00% No change 506 $5K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 419 $5K
GAMMA Investing LLC 0.00% Reduce -71.0% 458 $5K
Quarry LP 0.00% Reduce -28.2% 430 $5K
US Bancorp \de 0.00% Reduce -68.9% 421 $5K
Chung Wu Investment Group, LLC 0.00% New 375 $4K
Mark Sheptoff Financial Planning, LLC 0.00% No change 375 $4K
Coston, McIsaac & Partners 0.00% Add +3.6% 454 $4K
Optiver Holding B.V. 0.00% Add +3.4% 364 $4K
Armstrong Advisory Group, Inc. 0.00% No change 350 $4K
CoreCap Advisors, LLC 0.00% Reduce -19.5% 350 $4K
Geneos Wealth Management Inc. 0.00% Add +100.0% 316 $3K
Steward Partners Investment Advisory, LLC 0.00% Add +3.1% 296 $3K
Harbor Capital Advisors, Inc. 0.00% Add +1.4% 289 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 250 $3K
Brooklyn Investment Group 0.00% Reduce -26.2% 228 $2K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 217 $2K
UMB Bank, n.a. 0.00% Add +30.9% 199 $2K
Assetmark, Inc. 0.00% Add +2714.3% 197 $2K
Covestor Ltd 0.00% Add +3116.7% 193 $2K
Hantz Financial Services, Inc. 0.00% Add +14.9% 193 $2K
Red Tortoise LLC 0.00% No change 180 $2K
Fifth Third Bancorp 0.00% Reduce -63.0% 167 $2K
LRI Investments, LLC 0.00% No change 159 $2K
Gables Capital Management Inc. 0.00% No change 125 $1K
MassMutual Private Wealth & Trust, FSB 0.00% No change 115 $1K
N.E.W. Advisory Services LLC 0.00% No change 104 $1K
City State Bank 0.00% No change 100 $1K
Bessemer Group Inc. 0.00% Reduce -51.0% 72 $1K
Twin Peaks Wealth Advisors, LLC 0.00% New 99 $989
Rothschild Investment LLC 0.00% Reduce -44.4% 75 $808
Farmers & Merchants Investments Inc. 0.00% No change 75 $808
Parkside Financial Bank & Trust 0.00% Add +60.0% 72 $777
MAI Capital Management 0.00% New 72 $776
Traub Capital Management LLC 0.00% — 70 $754
Principal Securities, Inc. 0.00% Reduce -72.1% 55 $592
Versant Capital Management, Inc 0.00% Reduce -95.6% 50 $539
Arax Advisory Partners 0.00% No change 50 $539
Clearstead Trust, LLC 0.00% New 34 $367
Cornerstone Planning Group LLC 0.00% New 35 $351
True Wealth Design, LLC 0.00% Add +110.0% 21 $227
St Germain D J Co. Inc. 0.00% No change 11 $118
Quest 10 Wealth Builders, Inc. 0.00% No change 5 $54
Cullen/Frost Bankers, Inc. 0.00% Reduce -99.8% 2 $20

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