Two Harbors InvestmentTWO
13F holders, Q1 2026 (March 31)227holders +13
51new positions
35sold out
3famous investors
$11.40avg. 13F price*
At the end of Q1 2026, 227 institutions reported holding Two Harbors Investment Corp. (TWO) in their 13F filings, up 13 from Q4 2025. 51 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($189.2M), Vanguard Portfolio Management LLC ($69.9M) and Balyasny Asset Management L.P. ($56.3M). 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.
- CUSIP
- 90187B804
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $103.4M |
| Exits | 35 | $51.7M |
All 13F filers, Q4 2025 → Q1 2026: 18,929,609 shares bought and 13,676,302 shares sold, net +5,253,307 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 227 holders
| BlackRock, Inc. | 0.00% | Reduce -1.4% | 16,566,640 | $189.2M |
| Vanguard Portfolio Management LLC | 0.00% | — | 6,119,894 | $69.9M |
| Balyasny Asset Management L.P. | 0.12% | Add +126.7% | 4,929,421 | $56.3M |
| Vanguard Capital Management LLC | 0.00% | — | 4,651,280 | $53.1M |
| State Street Corp. | 0.00% | Add +0.5% | 3,934,529 | $44.9M |
| Sand Grove Capital Management LLP | 8.27% | New | 3,094,787 | $35.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 2,479,129 | $28.3M |
| Millennium Management | 0.02% | Add +40.3% | 2,125,337 | $24.3M |
| AQR Arbitrage LLC | 0.45% | Add +85.7% | 2,021,084 | $23.1M |
| Invesco Ltd. | 0.00% | Reduce -22.5% | 1,955,820 | $22.3M |
| Alliancebernstein L.P. | 0.01% | Add +63.9% | 2,109,499 | $22.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +63.8% | 1,841,376 | $21.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +31.8% | 1,497,453 | $17.1M |
| UBS Group AG | 0.00% | Reduce -6.2% | 1,467,773 | $16.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.8% | 1,378,605 | $15.7M |
| TIG Advisors, LLC | 0.75% | New | 1,374,084 | $15.7M |
| Northern Trust Corp. | 0.00% | Add +4.2% | 1,222,791 | $14.0M |
| Morgan Stanley | 0.00% | Add +23.9% | 1,175,801 | $13.4M |
| Van Eck Associates Corp. | 0.01% | Add +12.8% | 1,098,779 | $12.5M |
| First Trust Capital Management L.P. | 0.65% | Add +924.9% | 1,082,650 | $12.4M |
| Nexpoint Asset Management, L.P. | 0.83% | New | 1,043,637 | $11.9M |
| Victory Capital Management Inc. | 0.01% | Reduce -27.9% | 863,903 | $9.9M |
| Advisors Asset Management, Inc. | 0.15% | Reduce -16.4% | 770,208 | $8.8M |
| Barclays PLC | 0.00% | Add +185.3% | 763,054 | $8.7M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 702,183 | $8.0M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +180.0% | 700,000 | $8.0M |
| Bank of America Corp. | 0.00% | Reduce -40.6% | 670,152 | $7.7M |
| Alpine Associates Management Inc. | 0.45% | Add +40.0% | 664,251 | $7.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.7% | 552,825 | $6.3M |
| Principal Financial Group Inc. | 0.00% | Add +2.8% | 511,096 | $5.8M |
| Pekin Hardy Strauss, Inc. | 0.54% | Reduce -15.1% | 452,791 | $5.2M |
| Squarepoint Ops LLC | 0.01% | New | 425,915 | $4.9M |
| Prelude Capital Management, LLC | 0.37% | New | 423,103 | $4.8M |
| Verition Fund Management LLC | 0.05% | Reduce -50.2% | 415,373 | $4.7M |
| Melqart Asset Management (UK) Ltd | 0.42% | New | 376,970 | $4.3M |
| Public Sector Pension Investment Board | 0.01% | Add +4.0% | 375,545 | $4.3M |
| Boothbay Fund Management, LLC | 0.10% | New | 372,478 | $4.3M |
| Governors Lane LP | 0.47% | New | 329,500 | $3.8M |
| Slotnik Capital, LLC | 1.10% | New | 325,000 | $3.7M |
| Rhumbline Advisers | 0.00% | Add +3.2% | 302,912 | $3.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +105815.1% | 295,503 | $3.4M |
| Legal & General Group Plc | 0.00% | Reduce -5.6% | 240,647 | $2.7M |
| GraniteShares Advisors LLC | 1.89% | Reduce -10.3% | 229,665 | $2.6M |
| Nuveen, LLC | 0.00% | Add +0.5% | 207,512 | $2.4M |
| Swiss National Bank | 0.00% | No change | 205,288 | $2.3M |
| Centiva Capital, LP | 0.11% | New | 201,009 | $2.3M |
| Harvest Management LLC | 1.22% | New | 200,000 | $2.3M |
| Polar Asset Management Partners Inc. | 0.07% | Reduce -27.1% | 178,000 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -87.1% | 177,604 | $2.0M |
| Citadel Advisors | 0.00% | Add +887.3% | 167,034 | $1.9M |
| ExodusPoint Capital Management, LP | 0.02% | New | 154,909 | $1.8M |
| Gabelli Funds LLC | 0.01% | Add +200.0% | 150,000 | $1.7M |
| Penserra Capital Management LLC | 0.02% | Add +2.7% | 145,308 | $1.7M |
| California State Teachers Retirement System | 0.00% | Add +47.7% | 141,286 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +243.0% | 139,717 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +64.9% | 141,222 | $1.6M |
| Glazer Capital, LLC | 0.03% | New | 125,000 | $1.4M |
| AQR Capital Management | 0.00% | Reduce -12.8% | 124,653 | $1.4M |
| Ascentis Independent Advisors | 0.11% | Add +66.8% | 121,583 | $1.4M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.20% | Add +132.8% | 119,385 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +25.4% | 113,706 | $1.3M |
| Simplicity Wealth,LLC | 0.07% | Reduce -0.5% | 111,965 | $1.3M |
| Prudential Financial Inc. | 0.00% | Reduce -2.8% | 107,566 | $1.2M |
| Man Group plc | 0.00% | Reduce -45.2% | 100,000 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +298.7% | 99,326 | $1.1M |
| Deutsche Bank AG | 0.00% | Add +13.5% | 97,413 | $1.1M |
| Moore Capital Management, LP | 0.04% | New | 95,353 | $1.1M |
| Credit Industriel Et Commercial | 0.19% | New | 93,000 | $1.1M |
| Caxton Associates LLP | 0.02% | Reduce -43.6% | 91,703 | $1.0M |
| Citigroup Inc. | 0.00% | Reduce -80.0% | 91,552 | $1.0M |
| Guggenheim Capital LLC | 0.01% | Reduce -21.0% | 82,443 | $941K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +185.2% | 71,516 | $817K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.3% | 69,956 | $799K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 68,847 | $786K |
| Blackstone Inc. | 0.00% | New | 53,677 | $613K |
| Wells Fargo & Company | 0.00% | Reduce -61.5% | 53,098 | $606K |
| MetLife Investment Management, LLC | 0.00% | Reduce -3.8% | 53,042 | $606K |
| Janus Henderson Group PLC | 0.00% | No change | 53,040 | $605K |
| Gardner Lewis Asset Management L P | 0.13% | New | 52,500 | $600K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.6% | 51,623 | $589K |
| Abc Arbitrage SA | 0.08% | Reduce -47.7% | 51,454 | $588K |
| SummitTX Capital, L.P. | 0.02% | New | 50,100 | $572K |
| State of Wisconsin Investment Board | 0.00% | Add +113.4% | 47,412 | $541K |
| Marshall Wace, LLP | 0.00% | Reduce -97.9% | 46,843 | $535K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -2.5% | 46,500 | $531K |
| Vanguard Global Advisers, LLC | 0.00% | — | 43,523 | $497K |
| LPL Financial LLC | 0.00% | Reduce -57.5% | 40,829 | $466K |
| Cetera Investment Advisers | 0.00% | Reduce -21.4% | 33,369 | $381K |
| New York State Common Retirement Fund | 0.00% | No change | 32,976 | $377K |
| Mariner Investment Group LLC | 0.19% | New | 32,776 | $374K |
| XTX Topco Ltd | 0.01% | Reduce -76.1% | 31,403 | $359K |
| APS Management Group, Inc. | 0.30% | Add +3.2% | 30,782 | $352K |
| Amalgamated Bank | 0.00% | Reduce -0.3% | 30,160 | $344K |
| Toronto Dominion Bank | 0.00% | Reduce -51.0% | 29,566 | $338K |
| Arizona State Retirement System | 0.00% | Reduce -1.6% | 28,638 | $327K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -38.7% | 27,998 | $320K |
| Yousif Capital Management, LLC | 0.00% | Add +0.0% | 27,840 | $318K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 27,773 | $317K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 27,745 | $317K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +0.5% | 25,918 | $296K |
"% of holder's portfolio" is TWO's weight in each manager's 13F, not the share of Two Harbors Investment Corp. the manager owns.