Two Harbors InvestmentTWO

13F holders, Q4 2025 (December 31)
214holders +1
43new positions
44sold out
5famous investors
$10.50avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions43$85.4M
Exits44$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.

Show all 214 holders