Two Harbors InvestmentTWO
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 214 institutions reported holding Two Harbors Investment Corp. (TWO) in their 13F filings, up 1 from Q3 2025. 43 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($176.5M), Vanguard Group Inc. ($115.2M) and State Street Corp. ($41.1M). 5 famous investors held it, including George Soros (0.0% of Soros Fund Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Two Harbors Investment Corp.
- Filed as
- TWO HBRS INVT CORP (Q4 2025)
- CUSIP
- 90187B804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $85.4M |
| Exits | 44 | $30.9M |
All 13F filers, Q3 2025 → Q4 2025: 14,759,794 shares bought and 10,304,656 shares sold, net +4,455,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| BlackRock, Inc. | 0.00% | Add +2.3% | 16,809,788 | $176.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 10,974,095 | $115.2M |
| State Street Corp. | 0.00% | Reduce -0.2% | 3,915,564 | $41.1M |
| Invesco Ltd. | 0.00% | Reduce -4.3% | 2,523,162 | $26.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 2,485,048 | $26.1M |
| Marshall Wace, LLP | 0.02% | New | 2,274,860 | $23.9M |
| Balyasny Asset Management L.P. | 0.04% | Add +14.0% | 2,174,570 | $22.8M |
| Allspring Global Investments Holdings, LLC | 0.03% | Reduce -58.1% | 1,761,802 | $18.6M |
| Schonfeld Strategic Advisors LLC | 0.08% | New | 1,573,610 | $16.5M |
| UBS Group AG | 0.00% | Add +42.3% | 1,564,418 | $16.4M |
| Millennium Management | 0.01% | Reduce -66.6% | 1,514,740 | $15.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.5% | 1,404,353 | $14.7M |
| Ameriprise Financial Inc. | 0.00% | Add +11.2% | 1,378,324 | $14.5M |
| Alliancebernstein L.P. | 0.00% | Add +967.8% | 1,286,795 | $13.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +4748.7% | 1,199,719 | $12.6M |
| Victory Capital Management Inc. | 0.01% | Add +38.1% | 1,197,477 | $12.6M |
| Northern Trust Corp. | 0.00% | Reduce -1.5% | 1,173,715 | $12.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +551.8% | 1,136,613 | $11.9M |
| Bank of America Corp. | 0.00% | Add +43.7% | 1,128,996 | $11.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +8.4% | 1,124,353 | $11.8M |
| AQR Arbitrage LLC | 0.31% | New | 1,088,643 | $11.4M |
| Van Eck Associates Corp. | 0.01% | Add +8.1% | 974,428 | $10.2M |
| Morgan Stanley | 0.00% | Add +42.6% | 948,967 | $10.0M |
| Advisors Asset Management, Inc. | 0.16% | Add +22.0% | 920,820 | $9.7M |
| Verition Fund Management LLC | 0.05% | New | 833,902 | $8.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 579,972 | $6.1M |
| Karl Kapital LLC | 5.40% | — | 579,667 | $6.1M |
| Pekin Hardy Strauss, Inc. | 0.52% | Reduce -1.2% | 533,003 | $5.6M |
| Norges Bank | 0.00% | — | 500,000 | $5.3M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.1% | 497,350 | $5.2M |
| Alpine Associates Management Inc. | 0.34% | New | 474,600 | $5.0M |
| Citigroup Inc. | 0.00% | Add +40.6% | 456,742 | $4.8M |
| Public Sector Pension Investment Board | 0.01% | Reduce -11.2% | 360,916 | $3.8M |
| Rhumbline Advisers | 0.00% | Reduce -6.1% | 293,501 | $3.1M |
| Barclays PLC | 0.00% | Reduce -21.0% | 267,420 | $2.8M |
| GraniteShares Advisors LLC | 1.63% | Reduce -1.8% | 255,961 | $2.7M |
| Legal & General Group Plc | 0.00% | Reduce -9.1% | 254,897 | $2.7M |
| Adage Capital Partners Gp, L.L.C. | 0.00% | New | 250,000 | $2.6M |
| Polar Asset Management Partners Inc. | 0.07% | New | 244,051 | $2.6M |
| Jane Street Group, LLC | 0.00% | Reduce -17.3% | 213,312 | $2.2M |
| Nuveen, LLC | 0.00% | Reduce -3.0% | 206,489 | $2.2M |
| Swiss National Bank | 0.00% | Add +1.8% | 205,288 | $2.2M |
| Clayton Partners LLC | 1.48% | Add +56.0% | 195,000 | $2.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 189,333 | $2.0M |
| Man Group plc | 0.00% | New | 182,503 | $1.9M |
| Kintayl Capital LP | 1.04% | New | 164,160 | $1.7M |
| Caxton Associates LLP | 0.03% | Add +393.9% | 162,652 | $1.7M |
| SG Americas Securities, LLC | 0.00% | New | 154,353 | $1.6M |
| AQR Capital Management | 0.00% | Add +86.4% | 143,026 | $1.5M |
| Penserra Capital Management LLC | 0.02% | Add +20.2% | 141,434 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +33.6% | 137,987 | $1.4M |
| XTX Topco Ltd | 0.04% | Add +786.2% | 131,618 | $1.4M |
| Simplicity Wealth,LLC | 0.07% | Add +16.5% | 112,525 | $1.2M |
| Prudential Financial Inc. | 0.00% | Reduce -9.4% | 110,706 | $1.2M |
| First Trust Capital Management L.P. | 0.07% | New | 105,638 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -7.5% | 104,323 | $1.1M |
| Abc Arbitrage SA | 0.10% | New | 98,398 | $1.0M |
| LPL Financial LLC | 0.00% | Reduce -5.8% | 96,082 | $1.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.1% | 95,684 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +112.6% | 94,577 | $993K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -21.7% | 90,647 | $952K |
| Deutsche Bank AG | 0.00% | Add +5.2% | 85,815 | $901K |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.5% | 85,624 | $899K |
| NINE MASTS CAPITAL Ltd | 0.19% | New | 81,000 | $851K |
| Sei Investments Co. | 0.00% | Reduce -37.0% | 78,477 | $824K |
| Intech Investment Management LLC | 0.01% | Reduce -9.4% | 77,910 | $818K |
| Ascentis Independent Advisors | 0.12% | Reduce -13.2% | 72,875 | $765K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.7% | 71,568 | $751K |
| Soros Fund Management | 0.01% | New | 71,432 | $750K |
| Toronto Dominion Bank | 0.00% | New | 60,402 | $634K |
| Simplex Trading, LLC | 0.02% | Reduce -29.5% | 56,994 | $598K |
| Illinois Municipal Retirement Fund | 0.01% | Add +5.0% | 56,571 | $594K |
| MetLife Investment Management, LLC | 0.00% | Reduce -2.2% | 55,115 | $579K |
| Janus Henderson Group PLC | 0.00% | No change | 53,040 | $556K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.1% | 52,987 | $556K |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.08% | New | 51,275 | $538K |
| Gabelli Funds LLC | 0.00% | New | 50,000 | $525K |
| Yakira Capital Management, Inc. | 0.18% | New | 49,250 | $517K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.4% | 47,700 | $501K |
| ProShare Advisors LLC | 0.00% | Add +142.3% | 47,662 | $500K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.1% | 45,686 | $480K |
| Voya Investment Management LLC | 0.00% | Reduce -64.8% | 44,795 | $470K |
| Two Sigma Advisers, LP | 0.00% | Reduce -9.2% | 42,575 | $447K |
| Cetera Investment Advisers | 0.00% | Reduce -22.3% | 42,462 | $446K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -9.2% | 38,194 | $438K |
| Quantinno Capital Management LP | 0.00% | Add +99.5% | 40,730 | $428K |
| HighPoint Advisor Group LLC | 0.01% | Add +0.3% | 39,521 | $415K |
| Yousif Capital Management, LLC | 0.00% | Reduce -13.1% | 27,835 | $370K |
| Graham Capital Management, L.P. | 0.02% | Reduce -43.6% | 34,164 | $359K |
| New York State Common Retirement Fund | 0.00% | No change | 32,976 | $346K |
| Amalgamated Bank | 0.00% | Reduce -1.1% | 30,264 | $318K |
| APS Management Group, Inc. | 0.27% | Add +7.8% | 29,832 | $313K |
| Arizona State Retirement System | 0.00% | Reduce -5.5% | 29,088 | $305K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 27,773 | $292K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -3.9% | 27,745 | $291K |
| Comerica Bank | 0.00% | Reduce -26.4% | 26,149 | $275K |
| Zacks Investment Management | 0.00% | Reduce -51.9% | 25,836 | $271K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -2.8% | 25,786 | $271K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -8.5% | 25,518 | $268K |
| Russell Investments Group, Ltd. | 0.00% | Add +120.7% | 25,423 | $267K |
"% of holder's portfolio" is TWO's weight in each manager's 13F, not the share of Two Harbors Investment Corp. the manager owns.