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MFA — MFA FINL INC

Reported value held$332.50M
Funds holding (latest)38
SectorReal Estate
Funds holding (Q2 2026)29
Institutional value$229.10M · 23.80M sh
New / Add / Cut / Exit2 / 16 / 10 / 5
Top-5 / Top-10 concentration70.8% / 87.0%
Institutional holdings change Reducing -2.7% (-664.66K sh)
Institutional value change Down -1.7%

As of Q2 2026, 29 SEC-registered investment managers reported holding MFA (MFA FINL INC) in their latest 13F filings, with a combined reported value of $229.10M across 23.80M shares. That is -2.7% by share count (-664.66K shares) versus the previous quarter, while reported value moved -1.7%. Ownership is concentrated: the five largest holders account for 70.8% of reported value and the top ten for 87.0%.

Compared with the prior quarter, 2 opened new positions, 16 added to existing stakes, 10 trimmed, 5 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

MFA is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 29 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 9.46M $91.67M 0.00% Add
Geode Capital Management history 2.65M $25.65M 0.00% Add
Invesco Ltd history 1.78M $17.26M 0.00% Add
Charles Schwab Investment Management history 1.54M $14.90M 0.00% Reduce
Fidelity Management & Research (FMR) history 1.31M $12.74M 0.00% Add
Northern Trust Corp history 1.05M $10.16M 0.00% Add
AQR Capital Management history 955.20K $9.26M 0.00% Reduce
Goldman Sachs Group history 708.99K $6.87M 0.00% Add
Renaissance Technologies history 567.52K $5.50M 0.01% Reduce
BNY Mellon history 537.99K $5.21M 0.00% Add
Citigroup Inc history 483.81K $4.69M 0.00% Add
Morgan Stanley history 461.69K $4.47M 0.00% Add
UBS Group AG history 448.09K $4.34M 0.00% Add
Two Sigma Investments history 442.74K $4.29M 0.00% Reduce
Millennium Management history 259.31K $2.51M 0.00% Reduce
JPMorgan Chase & Co history 143.65K $1.42M 0.00% New
Wells Fargo & Co history 136.49K $1.32M 0.00% Add
Franklin Resources history 130.12K $1.26M 0.00% Add
Citadel Advisors history 120.30K $1.17M 0.00% Reduce
Legal & General Investment Management America history 110.00K $1.07M 0.00% Add
Deutsche Bank AG history 103.28K $1.00M 0.00% Add
Bank of America Corp history 95.24K $922.91K 0.00% Reduce
Arrowstreet Capital history 62.64K $607.02K 0.00% Add
Manulife Financial history 25.65K $248.57K 0.00% Reduce
Prudential Financial history 17.31K $167.73K 0.00% Reduce
PNC Financial Services history 16.59K $160.74K 0.00% Reduce
Amundi US history 13.40K $129.82K 0.00% New
CPP Investments history 10.30K $99.81K 0.00% Hold
T. Rowe Price Associates history 158.04K $1.53K 0.00% Add

Q1 2026 — 32 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 9.19M $88.02M 0.00% Reduce
Geode Capital Management history 2.57M $24.66M 0.00% Add
Invesco Ltd history 1.65M $15.80M 0.00% Add
Charles Schwab Investment Management history 1.57M $15.00M 0.00% Add
Fidelity Management & Research (FMR) history 1.17M $11.23M 0.00% Hold
Two Sigma Investments history 1.11M $10.66M 0.01% Reduce
AQR Capital Management history 1.02M $9.74M 0.00% Add
Northern Trust Corp history 947.73K $9.08M 0.00% Add
Renaissance Technologies history 777.02K $7.44M 0.01% Add
Wellington Management Group history 720.46K $6.90M 0.00% Reduce
Goldman Sachs Group history 560.47K $5.37M 0.00% Reduce
BNY Mellon history 534.03K $5.12M 0.00% Hold
Citigroup Inc history 380.07K $3.64M 0.00% Add
Millennium Management history 291.14K $2.79M 0.00% Reduce
Citadel Advisors history 277.13K $2.65M 0.00% Reduce
Morgan Stanley history 276.06K $2.64M 0.00% Reduce
UBS Group AG history 230.89K $2.21M 0.00% Add
Balyasny Asset Management history 142.28K $1.36M 0.00% Add
Franklin Resources history 124.42K $1.19M 0.00% Add
Bank of America Corp history 118.24K $1.13M 0.00% Add
Legal & General Investment Management America history 109.29K $1.05M 0.00% Reduce
Point72 Asset Management history 108.96K $1.04M 0.00% Reduce
Marshall Wace history 97.59K $934.95K 0.00% New
Deutsche Bank AG history 96.24K $921.96K 0.00% Add
Wells Fargo & Co history 84.48K $809.31K 0.00% Reduce
Prudential Financial history 55.88K $535.38K 0.00% Reduce
Janus Henderson Group history 42.30K $405.40K 0.00% Hold
Manulife Financial history 26.86K $257.32K 0.00% Reduce
Arrowstreet Capital history 21.36K $204.59K 0.00% New
PNC Financial Services history 17.42K $166.84K 0.00% Add
CPP Investments history 10.30K $98.67K 0.00% Hold
T. Rowe Price Associates history 132.95K $1.27K 0.00% Add

Q4 2025 — 32 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 9.76M $90.84M 0.00% Reduce
BlackRock Inc history 9.41M $87.56M 0.00% Add
Geode Capital Management history 2.50M $23.24M 0.00% Hold
Invesco Ltd history 1.61M $14.98M 0.00% Reduce
Charles Schwab Investment Management history 1.46M $13.57M 0.00% Reduce
Two Sigma Investments history 1.23M $11.42M 0.02% Add
Fidelity Management & Research (FMR) history 1.17M $10.90M 0.00% Hold
Millennium Management history 1.03M $9.62M 0.00% Add
AQR Capital Management history 993.48K $9.25M 0.01% Add
Northern Trust Corp history 901.21K $8.39M 0.00% Reduce
Wellington Management Group history 760.91K $7.08M 0.00% Add
Goldman Sachs Group history 718.94K $6.69M 0.00% Add
Citadel Advisors history 687.79K $6.40M 0.00% Add
BNY Mellon history 536.39K $4.99M 0.00% Reduce
Morgan Stanley history 531.28K $4.95M 0.00% Add
Citigroup Inc history 365.03K $3.40M 0.00% Reduce
Point72 Asset Management history 268.12K $2.50M 0.00% Add
Renaissance Technologies history 225.10K $2.10M 0.00% Add
Wells Fargo & Co history 160.23K $1.49M 0.00% Reduce
JPMorgan Chase & Co history 131.77K $1.23M 0.00% Reduce
Legal & General Investment Management America history 125.63K $1.17M 0.00% Reduce
UBS Group AG history 122.03K $1.14M 0.00% Reduce
Franklin Resources history 110.69K $1.03M 0.00% Add
Bank of America Corp history 104.00K $968.24K 0.00% Add
Balyasny Asset Management history 103.28K $961.57K 0.00% Reduce
Deutsche Bank AG history 85.06K $791.88K 0.00% Add
Prudential Financial history 84.66K $788.14K 0.00% Reduce
Janus Henderson Group history 42.30K $393.56K 0.00% Hold
Manulife Financial history 29.58K $275.40K 0.00% Reduce
PNC Financial Services history 16.42K $152.90K 0.00% Reduce
CPP Investments history 10.30K $95.89K 0.00% New
T. Rowe Price Associates history 117.86K $1.10K 0.00% Add

Q3 2025 — 33 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 9.98M $91.76M 0.00% Reduce
BlackRock Inc history 9.26M $85.07M 0.00% Add
Geode Capital Management history 2.50M $22.94M 0.00% Hold
Invesco Ltd history 1.62M $14.93M 0.00% Reduce
Charles Schwab Investment Management history 1.55M $14.25M 0.00% Reduce
Citigroup Inc history 1.35M $12.37M 0.01% Add
Fidelity Management & Research (FMR) history 1.17M $10.73M 0.00% Hold
Northern Trust Corp history 953.58K $8.76M 0.00% Add
Millennium Management history 822.02K $7.55M 0.00% Add
Two Sigma Investments history 778.02K $7.15M 0.01% Add
Balyasny Asset Management history 725.57K $6.67M 0.01% Reduce
AQR Capital Management history 692.92K $6.37M 0.00% Add
Wellington Management Group history 608.19K $5.59M 0.00% Reduce
BNY Mellon history 546.89K $5.03M 0.00% Add
Morgan Stanley history 466.68K $4.29M 0.00% Reduce
Goldman Sachs Group history 410.45K $3.77M 0.00% Reduce
JPMorgan Chase & Co history 308.98K $2.84M 0.00% Reduce
UBS Group AG history 245.30K $2.25M 0.00% Reduce
Wells Fargo & Co history 193.10K $1.77M 0.00% Add
Citadel Advisors history 174.62K $1.60M 0.00% Add
Renaissance Technologies history 172.72K $1.59M 0.00% Reduce
Legal & General Investment Management America history 138.79K $1.28M 0.00% Reduce
D. E. Shaw & Co history 118.69K $1.09M 0.00% Reduce
Franklin Resources history 109.15K $1.00M 0.00% Reduce
Prudential Financial history 91.80K $843.60K 0.00% Add
Bank of America Corp history 80.13K $736.37K 0.00% Reduce
Deutsche Bank AG history 79.79K $733.25K 0.00% Add
Marshall Wace history 45.41K $417.35K 0.00% New
Janus Henderson Group history 42.30K $388.90K 0.00% Hold
Manulife Financial history 33.27K $305.80K 0.00% Reduce
Point72 Asset Management history 30.43K $279.65K 0.00% New
PNC Financial Services history 17.89K $164.38K 0.00% Add
T. Rowe Price Associates history 114.25K $1.05K 0.00% Add

Q2 2025 — 43 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 10.23M $96.79M 0.00% Hold
BlackRock Inc history 9.20M $87.03M 0.00% Reduce
BlackRock Inc history 9.20M $87.03M 0.00% Reduce
Wellington Management Group history 3.48M $32.95M 0.01% Reduce
Balyasny Asset Management history 2.82M $26.68M 0.04% Add
Geode Capital Management history 2.49M $23.56M 0.00% Add
Charles Schwab Investment Management history 1.67M $15.82M 0.00% Reduce
Invesco Ltd history 1.65M $15.59M 0.00% Add
Fidelity Management & Research (FMR) history 1.17M $11.07M 0.00% Reduce
Fidelity Management & Research (FMR) history 1.17M $11.07M 0.00% Reduce
Northern Trust Corp history 946.43K $8.95M 0.00% Reduce
Goldman Sachs Group history 784.91K $7.43M 0.00% Add
Goldman Sachs Group history 784.91K $7.43M 0.00% Add
Millennium Management history 706.48K $6.68M 0.00% Add
UBS Group AG history 581.31K $5.50M 0.00% Add
Morgan Stanley history 554.29K $5.24M 0.00% Reduce
Morgan Stanley history 554.29K $5.24M 0.00% Reduce
BNY Mellon history 535.42K $5.07M 0.00% Add
JPMorgan Chase & Co history 532.22K $5.03M 0.00% Reduce
JPMorgan Chase & Co history 532.22K $5.03M 0.00% Reduce
D. E. Shaw & Co history 525.13K $4.97M 0.00% New
Franklin Resources history 430.22K $4.07M 0.00% Reduce
Two Sigma Investments history 366.89K $3.47M 0.01% Reduce
Two Sigma Investments history 366.89K $3.47M 0.01% Reduce
Citigroup Inc history 249.12K $2.36M 0.00% Reduce
Bank of America Corp history 199.20K $1.88M 0.00% Add
Renaissance Technologies history 185.95K $1.76M 0.00% Reduce
Renaissance Technologies history 185.95K $1.76M 0.00% Reduce
Wells Fargo & Co history 166.94K $1.58M 0.00% Add
AQR Capital Management history 149.19K $1.41M 0.00% Add
Legal & General Investment Management America history 141.36K $1.34M 0.00% Add
Citadel Advisors history 130.80K $1.24M 0.00% Add
Citadel Advisors history 130.80K $1.24M 0.00% Add
Norges Bank Investment Management history 75.74K $716.47K 0.00% Reduce
Norges Bank Investment Management history 75.74K $716.47K 0.00% Reduce
Deutsche Bank AG history 68.95K $652.26K 0.00% Reduce
Deutsche Bank AG history 68.95K $652.26K 0.00% Reduce
Manulife Financial history 50.40K $476.76K 0.00% Reduce
Janus Henderson Group history 42.30K $399.90K 0.00% Hold
Prudential Financial history 41.96K $396.94K 0.00% Reduce
Arrowstreet Capital history 30.13K $284.99K 0.00% New
PNC Financial Services history 15.97K $151.09K 0.00% Add
T. Rowe Price Associates history 104.45K $989 0.00% Add

Q1 2025 — 39 funds

FundSharesValuePortfolio WeightChange
Vanguard Group history 10.18M $104.47M 0.00% Add
BlackRock Inc history 9.67M $99.17M 0.00% Hold
BlackRock Inc history 9.67M $99.17M 0.00% Hold
Wellington Management Group history 4.04M $41.46M 0.01% Reduce
Geode Capital Management history 2.43M $24.99M 0.00% Add
Balyasny Asset Management history 1.84M $18.90M 0.03% Add
Charles Schwab Investment Management history 1.80M $18.45M 0.00% Reduce
Invesco Ltd history 1.51M $15.48M 0.00% Add
Fidelity Management & Research (FMR) history 1.22M $12.55M 0.00% Hold
Fidelity Management & Research (FMR) history 1.22M $12.55M 0.00% Hold
Northern Trust Corp history 981.70K $10.07M 0.00% Reduce
Goldman Sachs Group history 691.41K $7.09M 0.00% Add
Goldman Sachs Group history 691.41K $7.09M 0.00% Add
JPMorgan Chase & Co history 609.75K $6.26M 0.00% Reduce
JPMorgan Chase & Co history 609.75K $6.26M 0.00% Reduce
Morgan Stanley history 560.82K $5.75M 0.00% Reduce
Morgan Stanley history 560.82K $5.75M 0.00% Reduce
BNY Mellon history 507.58K $5.21M 0.00% Add
UBS Group AG history 478.58K $4.91M 0.00% Reduce
Citigroup Inc history 471.27K $4.84M 0.00% Reduce
Franklin Resources history 440.03K $4.51M 0.00% Reduce
Two Sigma Investments history 427.40K $4.39M 0.01% Add
Two Sigma Investments history 427.40K $4.39M 0.01% Add
Renaissance Technologies history 339.82K $3.49M 0.01% Reduce
Renaissance Technologies history 339.82K $3.49M 0.01% Reduce
Legal & General Investment Management America history 129.45K $1.33M 0.00% Hold
Citadel Advisors history 118.20K $1.21M 0.00% Reduce
Citadel Advisors history 118.20K $1.21M 0.00% Reduce
Bank of America Corp history 98.12K $1.01M 0.00% Reduce
Wells Fargo & Co history 95.29K $977.70K 0.00% Add
Millennium Management history 87.84K $901.28K 0.00% Add
Deutsche Bank AG history 75.53K $774.95K 0.00% Reduce
Deutsche Bank AG history 75.53K $774.95K 0.00% Reduce
Prudential Financial history 64.27K $659.37K 0.00% Reduce
Manulife Financial history 51.55K $528.88K 0.00% Add
Janus Henderson Group history 42.30K $446.85K 0.00% Hold
AQR Capital Management history 25.25K $259.06K 0.00% New
PNC Financial Services history 15.75K $161.60K 0.00% Add
T. Rowe Price Associates history 98.42K $1.01K 0.00% Add

View all 38 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022
BlackRock Inc 9.46M 9.19M 9.41M 9.26M 9.20M 9.67M 9.69M 9.81M — — — — — — — — —
Geode Capital Management 2.65M 2.57M 2.50M 2.50M 2.49M 2.43M 2.40M 2.41M 2.39M 2.27M 2.20M 2.09M 1.92M 1.99M 1.84M 1.75M 1.72M
Invesco Ltd 1.78M 1.65M 1.61M 1.62M 1.65M 1.51M 1.22M 1.05M 1.28M 1.12M 1.12M 1.33M 1.13M 1.32M 1.40M 99.86K 108.06K
Charles Schwab Investment Management 1.54M 1.57M 1.46M 1.55M 1.67M 1.80M 1.90M 1.84M 1.82M 1.77M 1.73M 1.68M 1.55M 1.51M 1.40M 1.33M 1.25M
Fidelity Management & Research (FMR) 1.31M 1.17M 1.17M 1.17M 1.17M 1.22M 1.22M 1.22M 1.27M 1.27M 1.27M 1.31M 1.36M 1.66M 4.18M 2.18M 3.43M
Northern Trust Corp 1.05M 947.73K 901.21K 953.58K 946.43K 981.70K 1.01M 908.90K 921.85K 1.03M 1.08M 970.42K 935.73K 993.84K 1.00M 968.92K 995.96K
AQR Capital Management 955.20K 1.02M 993.48K 692.92K 149.19K 25.25K — — — — — — — — — — —
Goldman Sachs Group 708.99K 560.47K 718.94K 410.45K 784.91K 691.41K 595.04K 564.74K 438.56K 394.08K 322.94K 677.28K 1.22M 1.55M 840.87K 723.71K 480.32K
Renaissance Technologies 567.52K 777.02K 225.10K 172.72K 185.95K 339.82K 620.52K 845.35K 744.73K 857.26K 1.01M 1.27M 1.43M 1.49M 1.37M 1.31M 1.24M
BNY Mellon 537.99K 534.03K 536.39K 546.89K 535.42K 507.58K 479.69K 406.82K 496.84K 456.06K 490.89K 492.75K 484.63K 486.87K 490.36K 496.50K 465.88K
Citigroup Inc 483.81K 380.07K 365.03K 1.35M 249.12K 471.27K 612.33K 174.87K 132.66K 120.36K 149.25K 12.41K 58.55K 5.27K 2.98K 14.04K 20.25K
Morgan Stanley 461.69K 276.06K 531.28K 466.68K 554.29K 560.82K 983.36K 730.86K 479.00K 478.48K 580.38K 456.55K 442.20K 421.34K 274.56K 760.64K 849.33K
UBS Group AG 448.09K 230.89K 122.03K 245.30K 581.31K 478.58K 549.05K 196.73K 266.82K 333.97K 389.13K 290.66K 193.94K 252.59K 245.74K 159.11K 152.09K
Two Sigma Investments 442.74K 1.11M 1.23M 778.02K 366.89K 427.40K 404.78K 882.74K 447.15K 322.72K 20.02K 23.89K — — — — —
Millennium Management 259.31K 291.14K 1.03M 822.02K 706.48K 87.84K 72.22K 701.44K 165.79K 930.04K 870.78K 1.37M 2.13M 751.28K 807.66K 162.90K 453.97K
JPMorgan Chase & Co 143.65K — 131.77K 308.98K 532.22K 609.75K 844.10K 1.08M 1.06M 1.18M 2.01M 2.88M 2.77M 330.62K 270.48K 204.91K 213.41K
Wells Fargo & Co 136.49K 84.48K 160.23K 193.10K 166.94K 95.29K 94.09K 78.91K 80.11K 65.53K 60.49K 59.89K 131.06K 93.41K 107.54K 104.36K 41.69K
Franklin Resources 130.12K 124.42K 110.69K 109.15K 430.22K 440.03K 449.19K 448.99K 420.61K 373.94K 48.64K 48.92K 48.92K — — — —
Citadel Advisors 120.30K 277.13K 687.79K 174.62K 130.80K 118.20K 249.15K 196.70K 332.60K 378.21K 831.30K 886.12K 1.02M 2.04M 2.55M 2.44M 1.68M
Legal & General Investment Management America 110.00K 109.29K 125.63K 138.79K 141.36K 129.45K 129.11K 125.40K 125.02K 112.72K 113.14K 113.14K 109.29K 106.19K 102.53K 106.08K 113.77K

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