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 |
| Fifth Third Bancorp | 0.00% | Add +35818.1% | 25,861 | $295K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 25,518 | $292K |
| Simplex Trading, LLC | 0.01% | Reduce -57.1% | 24,466 | $279K |
| CSS LLC | 0.04% | New | 24,433 | $279K |
| Two Sigma Securities, LLC | 0.03% | New | 24,415 | $279K |
| Oregon Public Employees Retirement Fund | 0.00% | Add +0.7% | 24,004 | $274K |
| Intech Investment Management LLC | 0.00% | Reduce -69.7% | 23,632 | $270K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 23,322 | $266K |
| BNP Paribas Financial Markets | 0.00% | Reduce -75.6% | 23,047 | $263K |
| Two Sigma Investments, LP | 0.00% | New | 22,600 | $258K |
| KLP Kapitalforvaltning As | 0.00% | No change | 22,114 | $253K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -42.5% | 21,972 | $251K |
| Pictet Asset Management Holding SA | 0.00% | No change | 21,823 | $249K |
| New York State Teachers Retirement System | 0.00% | Reduce -14.8% | 19,941 | $228K |
| Voya Investment Management LLC | 0.00% | Reduce -56.3% | 19,561 | $223K |
| Amundi | 0.00% | Add +63.9% | 19,420 | $222K |
| STRS Ohio | 0.00% | No change | 19,100 | $218K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.9% | 18,424 | $210K |
| IMC-Chicago, LLC | 0.00% | New | 18,377 | $210K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -32.2% | 17,242 | $197K |
| Murchinson Ltd. | 0.08% | New | 17,000 | $194K |
| ProShare Advisors LLC | 0.00% | Reduce -65.9% | 16,257 | $186K |
| Commons Capital, LLC | 0.15% | Add +2.5% | 15,783 | $180K |
| Royal Bank of Canada | 0.00% | Reduce -7.7% | 15,715 | $179K |
| Stifel Financial Corp. | 0.00% | Add +1.9% | 15,658 | $179K |
| Aprio Wealth Management, LLC | 0.01% | Add +8.3% | 15,310 | $175K |
| Maryland State Retirement & Pension System | 0.00% | No change | 15,157 | $173K |
| Legacy Financial Strategies, LLC | 0.03% | No change | 15,050 | $172K |
| Shay Capital LLC | 0.02% | New | 15,000 | $171K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.9% | 14,584 | $167K |
| Sei Investments Co. | 0.00% | Reduce -81.5% | 14,476 | $165K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.9% | 14,417 | $165K |
| American Financial Group Inc. | 0.06% | No change | 13,897 | $159K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -29.0% | 13,521 | $154K |
| Teacher Retirement System of Texas | 0.00% | New | 13,508 | $154K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 13,178 | $151K |
| Montag A & Associates Inc. | 0.01% | No change | 13,015 | $149K |
| Odyssean, LLC | 0.05% | New | 12,960 | $148K |
| MAI Capital Management | 0.00% | Reduce -0.0% | 12,450 | $142K |
| Raymond James Financial Inc. | 0.00% | Reduce -14.8% | 12,118 | $138K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.8% | 11,994 | $137K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -99.3% | 11,845 | $135K |
| AE Wealth Management LLC | 0.00% | New | 11,719 | $134K |
| DRW Securities, LLC | 0.01% | New | 11,375 | $130K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.9% | 11,169 | $124K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,893 | $124K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.5% | 10,705 | $122K |
| WINTON GROUP Ltd | 0.00% | New | 10,528 | $120K |
| International Assets Investment Management, LLC | 0.01% | Reduce -3.2% | 10,612 | $120K |
| CHICAGO TRUST Co NA | 0.02% | New | 10,335 | $118K |
| Secure Asset Management, LLC | 0.02% | New | 10,334 | $118K |
| Rangeley Capital, LLC | 0.12% | New | 10,000 | $114K |
| Levin Capital Strategies, L.P. | 0.01% | New | 10,000 | $114K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.4% | 8,963 | $102K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +44.7% | 8,813 | $101K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 8,726 | $100K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -58.7% | 8,135 | $93K |
| KBC Group NV | 0.00% | No change | 7,794 | $89K |
| Allworth Financial LP | 0.00% | Add +2.6% | 7,490 | $86K |
| Caitong International Asset Management Co., Ltd | 0.01% | Add +4889.5% | 6,636 | $76K |
| Jones Financial Companies LLLP | 0.00% | Add +21.9% | 6,142 | $69K |
| GAMMA Investing LLC | 0.00% | Add +360.4% | 5,198 | $59K |
| Cwm, LLC | 0.00% | Reduce -15.7% | 5,165 | $59K |
| Ballast Advisors LLC | 0.01% | New | 4,396 | $50K |
| Versant Capital Management, Inc | 0.00% | Reduce -1.2% | 3,889 | $44K |
| FMR LLC | 0.00% | Reduce -24.2% | 3,880 | $44K |
| Triumph Capital Management | 0.01% | Reduce -17.0% | 2,386 | $27K |
| Harbour Investments, Inc. | 0.00% | New | 2,336 | $27K |
| Signaturefd, LLC | 0.00% | Add +170.5% | 2,094 | $24K |
| Sterling Capital Management LLC | 0.00% | Reduce -38.0% | 2,040 | $23K |
| JNBA Financial Advisors | 0.00% | No change | 1,896 | $22K |
| National Bank of Canada | 0.00% | Reduce -21.2% | 1,641 | $19K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +178.0% | 1,465 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -61.3% | 1,481 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +429.7% | 1,303 | $15K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.1% | 1,226 | $14K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,022 | $12K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +60.9% | 975 | $11K |
| Advisory Services Network, LLC | 0.00% | New | 974 | $11K |
| Quadrant Capital Group LLC | 0.00% | No change | 920 | $11K |
| HighMark Wealth Management LLC | 0.00% | Add +2.5% | 892 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | New | 821 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 797 | $9K |
| Salomon & Ludwin, LLC | 0.00% | Add +69.1% | 751 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 700 | $8K |
| Essential Partners LLC | 0.00% | Add +66.3% | 677 | $8K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +10.9% | 582 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Add +321.8% | 561 | $6K |
| Larson Financial Group LLC | 0.00% | Add +346.7% | 469 | $5K |
| US Bancorp \de | 0.00% | Add +6.0% | 457 | $5K |
| Gill Capital Partners, LLC | 0.00% | New | 454 | $5K |
| Coston, McIsaac & Partners | 0.00% | Add +2.5% | 500 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +14.7% | 413 | $5K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 375 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.7% | 387 | $4K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 350 | $4K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -96.0% | 282 | $3K |
| UMB Bank, n.a. | 0.00% | Reduce -44.2% | 279 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 275 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 263 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 228 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 217 | $2K |
| LRI Investments, LLC | 0.00% | Add +30.2% | 207 | $2K |
| Bessemer Group Inc. | 0.00% | No change | 137 | $2K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 174 | $2K |
| Walleye Trading LLC | 0.00% | New | 154 | $2K |
| Gables Capital Management Inc. | 0.00% | No change | 125 | $1K |
| Quarry LP | 0.00% | New | 122 | $1K |
| Assetmark, Inc. | 0.00% | No change | 117 | $1K |
| City State Bank | 0.00% | No change | 100 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 75 | $857 |
| Rothschild Investment LLC | 0.00% | Add +200.0% | 72 | $822 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 68 | $777 |
| Investors Portfolio Services LLC | 0.00% | New | 53 | $664 |
| Community Financial Services Group, LLC | 0.00% | New | 47 | $532 |
| Ankerstar Wealth, LLC | 0.00% | Add +138.9% | 43 | $491 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -67.1% | 26 | $297 |
| Financial Consulate, Inc. | 0.00% | No change | 25 | $286 |
| Abound Wealth Management | 0.00% | New | 12 | $138 |
| Quent Capital, LLC | 0.00% | Reduce -95.9% | 9 | $105 |
| IFP Advisors, Inc | 0.00% | New | 9 | $103 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $57 |
| Hughes Financial Services, LLC | 0.00% | New | 5 | $57 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $25 |
| Gilpin Wealth Management, LLC | 0.00% | No change | 2 | $23 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 1 | $11 |
| Covestor Ltd | 0.00% | Add +150.0% | 30 | $0 |
"% of holder's portfolio" is TWO's weight in each manager's 13F, not the share of Two Harbors Investment Corp. the manager owns.