MFA FINANCIAL, INC. (MFA) — Institutional Holders, Q2 2026

214 institutional investment managers reported a MFA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $495.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← MFA stock profile

MFA in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

FIRST ADVISORSNew · +687,912 sh+$6.7M
BlackRockAdded · +271,707 sh+$2.6M
UBS Group AGAdded · +217,208 sh+$2.1M
MORGAN STANLEYAdded · +185,629 sh+$1.8M
CITADEL ADVISORSAdded · +184,768 sh+$1.8M

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLPSold out · -720,459 sh-$7.0M
TWO SIGMA INVESTMENTSTrimmed · -670,273 sh-$6.5M
EMG , L.P.Trimmed · -321,351 sh-$3.1M
RENAISSANCE TECHNOLOGIESTrimmed · -209,500 sh-$2.0M
PICTON MAHONEY ASSET MANAGEMENTTrimmed · -183,025 sh-$1.8M

MFA 13F holders ranked 1–100 of 214

Institutional investors reporting a position in MFA FINANCIAL, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 9,459,988 sh	9,459,988	$91.7M	<0.01%	+3.0%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 4,657,537 sh	4,657,537	$45.1M	<0.01%	+0.7%
3	VANGUARD CAPITAL MANAGEMENT#3 · 4,523,717 sh	4,523,717	$43.8M	<0.01%	-0.3%
4	STATE STREET#4 · 2,576,990 sh	2,576,990	$25.9M	<0.01%	+6.0%
5	GEODE CAPITAL MANAGEMENT#5 · 2,647,014 sh	2,647,014	$25.7M	<0.01%	+2.9%
6	MIRAE ASSET GLOBAL ETFS Ltd.#6 · 2,187,255 sh	2,187,255	$21.2M	0.03%	+3.4%
7	Invesco Ltd.#7 · 1,781,442 sh	1,781,442	$17.3M	<0.01%	+8.0%
8	WOLVERINE ASSET MANAGEMENT#8 · 1,709,312 sh	1,709,312	$16.6M	0.15%	+11.5%
9	CHARLES SCHWAB INVESTMENT MANAGEMENT#9 · 1,537,978 sh	1,537,978	$14.9M	<0.01%	-1.8%
10	FMR#10 · 1,314,262 sh	1,314,262	$12.7M	<0.01%	+12.2%
11	NORTHERN#11 · 1,048,784 sh	1,048,784	$10.2M	<0.01%	+10.7%
12	VAN ECK ASSOCIATES#12 · 1,034,189 sh	1,034,189	$10.0M	<0.01%	-12.2%
13	AQR CAPITAL MANAGEMENT#13 · 955,204 sh	955,204	$9.3M	<0.01%	-6.1%
14	GOLDMAN SACHS GROUP#14 · 708,988 sh	708,988	$6.9M	<0.01%	+26.5%
15	FIRST ADVISORS#15 · 687,912 sh	687,912	$6.7M	<0.01%	New
16	VANGUARD FIDUCIARY#16 · 685,625 sh	685,625	$6.6M	<0.01%	+3.8%
17	LSV ASSET MANAGEMENT#17 · 580,175 sh	580,175	$5.6M	0.01%	0.0%
18	RENAISSANCE TECHNOLOGIES#18 · 567,525 sh	567,525	$5.5M	<0.01%	-27.0%
19	Bank of New York Mellon#19 · 537,991 sh	537,991	$5.2M	<0.01%	+0.7%
20	CITIGROUP#20 · 483,813 sh	483,813	$4.7M	<0.01%	+27.3%
21	MORGAN STANLEY#21 · 461,691 sh	461,691	$4.5M	<0.01%	+67.2%
22	UBS Group AG#22 · 448,094 sh	448,094	$4.3M	<0.01%	+94.1%
23	Allianz Asset Management GmbH#23 · 444,879 sh	444,879	$4.3M	<0.01%	-12.0%
24	TWO SIGMA INVESTMENTS#24 · 442,738 sh	442,738	$4.3M	<0.01%	-60.2%
25	LPL Financial#25 · 402,827 sh	402,827	$3.9M	<0.01%	+4.7%
26	Connor, Clark & Lunn Investment Management Ltd.#26 · 370,383 sh	370,383	$3.6M	<0.01%	+48.0%
27	EMG , L.P.#27 · 317,127 sh	317,127	$3.1M	2.45%	-50.3%
28	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#28 · 301,910 sh	301,910	$2.9M	<0.01%	+25.7%
29	Verition Fund Management#29 · 279,305 sh	279,305	$2.7M	<0.01%	+21.0%
30	CITADEL ADVISORS#30 · 274,201 sh	274,201	$2.7M	<0.01%	+206.6%
31	Nuveen#31 · 261,224 sh	261,224	$2.5M	<0.01%	0.0%
32	MILLENNIUM MANAGEMENT#32 · 259,309 sh	259,309	$2.5M	<0.01%	-10.9%
33	ALGERT GLOBAL#33 · 244,760 sh	244,760	$2.4M	0.03%	-24.4%
34	VIRGINIA RETIREMENT SYSTEMS ET Al#34 · 234,234 sh	234,234	$2.3M	<0.01%	+120.3%
35	Independent Advisor Alliance#35 · 233,109 sh	233,109	$2.3M	0.05%	-1.4%
36	CAXTON ASSOCIATES LLP#36 · 217,370 sh	217,370	$2.1M	0.04%	+28.1%
37	TUDOR INVESTMENT ET AL#37 · 214,680 sh	214,680	$2.1M	<0.01%	+102.8%
38	MARINER INVESTMENT GROUP#38 · 210,000 sh	210,000	$2.0M	0.40%	0.0%
39	Swiss National Bank#39 · 204,875 sh	204,875	$2.0M	<0.01%	+1.2%
40	Corient Private Wealth#40 · 172,669 sh	172,669	$1.7M	<0.01%	+60.1%
41	IEQ CAPITAL#41 · 172,953 sh	172,953	$1.7M	<0.01%	-17.1%
42	VOYA INVESTMENT MANAGEMENT#42 · 168,981 sh	168,981	$1.6M	<0.01%	+4.9%
43	Simplify Asset Management#43 · 167,746 sh	167,746	$1.6M	0.02%	-19.7%
44	PRICE T ROWE ASSOCIATES#44 · 158,042 sh	158,042	$1.5M	<0.01%	+18.9%
45	Penserra Capital Management#45 · 153,871 sh	153,871	$1.5M	0.01%	-0.2%
46	JPMORGAN CHASE#46 · 143,653 sh	143,653	$1.4M	<0.01%	+1.7%
47	Y-Intercept (Hong Kong) Ltd#47 · 142,930 sh	142,930	$1.4M	—	+99.3%
48	STIFEL FINANCIAL#48 · 142,020 sh	142,020	$1.4M	<0.01%	-14.5%
49	WELLS FARGO & COMPANY#49 · 136,485 sh	136,485	$1.3M	<0.01%	+61.6%
50	RHUMBLINE ADVISERS#50 · 130,921 sh	130,921	$1.3M	<0.01%	-1.9%
51	FRANKLIN RESOURCES#51 · 130,123 sh	130,123	$1.3M	<0.01%	+4.6%
52	Almitas Capital#52 · 128,086 sh	128,086	$1.2M	0.30%	0.0%
53	Engineers Gate Manager#53 · 126,541 sh	126,541	$1.2M	0.02%	-56.0%
54	Russell Investments Group, Ltd.#54 · 116,818 sh	116,818	$1.1M	<0.01%	+54.3%
55	ALLIANCEBERNSTEIN L.P.#55 · 114,775 sh	114,775	$1.1M	<0.01%	-0.1%
56	Legal & General Group Plc#56 · 110,001 sh	110,001	$1.1M	<0.01%	+0.7%
57	JENNISON ASSOCIATES#57 · 108,013 sh	108,013	$1.0M	<0.01%	+44.2%
58	DEUTSCHE BANK AG\#58 · 103,278 sh	103,278	$1.0M	<0.01%	+7.3%
59	RAYMOND JAMES FINANCIAL#59 · 101,467 sh	101,467	$983.2K	<0.01%	-0.5%
60	BANK OF AMERICA#60 · 95,244 sh	95,244	$922.9K	<0.01%	-19.5%
61	SUSQUEHANNA INTERNATIONAL GROUP, LLP#61 · 89,368 sh	89,368	$866.0K	<0.01%	-8.9%
62	JANE STREET GROUP#62 · 89,110 sh	89,110	$863.5K	<0.01%	+54.6%
63	SEI INVESTMENTS#63 · 88,160 sh	88,160	$854.3K	<0.01%	+4.6%
64	QRG CAPITAL MANAGEMENT#64 · 79,716 sh	79,716	$772.5K	<0.01%	+76.4%
65	RMB Capital Management#65 · 73,811 sh	73,811	$717.0K	0.01%	0.0%
66	VICTORY CAPITAL MANAGEMENT#66 · 73,645 sh	73,645	$713.6K	<0.01%	+0.2%
67	OSAIC#67 · 71,673 sh	71,673	$694.9K	<0.01%	+36.5%
68	Inspire Investing#68 · 69,670 sh	69,670	$675.1K	—	+29.2%
69	ROYAL BANK OF CANADA#69 · 65,817 sh	65,817	$638.0K	<0.01%	+30.3%
70	VANGUARD ASSET MANAGEMENT, Ltd#70 · 64,194 sh	64,194	$622.0K	<0.01%	0.0%
71	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#71 · 62,644 sh	62,644	$607.0K	<0.01%	+193.3%
72	MetLife Investment Management#72 · 61,500 sh	61,500	$595.9K	<0.01%	+8.7%
73	Kestra Advisory Services#73 · 54,153 sh	54,153	$524.7K	<0.01%	+103.7%
74	Quantinno Capital Management#74 · 53,033 sh	53,033	$513.9K	<0.01%	+9.6%
75	XTX Topco Ltd#75 · 51,266 sh	51,266	$496.8K	<0.01%	-20.1%
76	Miracle Mile Advisors#76 · 47,817 sh	47,817	$463.3K	<0.01%	0.0%
77	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#77 · 45,787 sh	45,787	$443.7K	<0.01%	0.0%
78	Miller Global Investments#78 · 45,621 sh	45,621	$442.1K	—	0.0%
79	WEALTH ENHANCEMENT ADVISORY SERVICES#79 · 46,188 sh	46,188	$438.8K	—	+9.1%
80	MERCER GLOBAL ADVISORS#80 · 43,916 sh	43,916	$425.5K	<0.01%	-0.8%
81	Jupiter Topco#81 · 42,295 sh	42,295	$409.6K	<0.01%	—
82	Vanguard Global Advisers#82 · 39,763 sh	39,763	$385.3K	<0.01%	0.0%
83	America First Investment Advisors#83 · 39,725 sh	39,725	$384.9K	0.07%	0.0%
84	Capital Square#84 · 40,435 sh	40,435	$384.1K	—	-4.4%
85	Mariner#85 · 38,626 sh	38,626	$374.3K	<0.01%	-20.1%
86	Advisors Asset Management#86 · 37,903 sh	37,903	$367.3K	<0.01%	-0.1%
87	JACOBS LEVY EQUITY MANAGEMENT#87 · 37,525 sh	37,525	$363.6K	<0.01%	0.0%
88	TEACHER RETIREMENT SYSTEM OF TEXAS#88 · 36,157 sh	36,157	$350.4K	<0.01%	-43.3%
89	Zurcher Kantonalbank (Zurich Cantonalbank)#89 · 34,374 sh	34,374	$333.1K	<0.01%	+125.5%
90	Vident Advisory#90 · 33,993 sh	33,993	$329.4K	<0.01%	+239.9%
91	NISA INVESTMENT ADVISORS#91 · 32,683 sh	32,683	$329.2K	—	+41.7%
92	NEW YORK STATE COMMON RETIREMENT FUND#92 · 33,638 sh	33,638	$326.0K	<0.01%	0.0%
93	MML INVESTORS SERVICES#93 · 31,522 sh	31,522	$305.5K	<0.01%	+169.3%
94	Police & Firemen's Retirement System of New Jersey#94 · 28,446 sh	28,446	$275.6K	<0.01%	0.0%
95	Arizona State Retirement System#95 · 28,171 sh	28,171	$273.0K	<0.01%	+0.4%
96	KINGSWOOD WEALTH ADVISORS#96 · 27,000 sh	27,000	$261.6K	—	+12.5%
97	INTECH INVESTMENT MANAGEMENT#97 · 26,376 sh	26,376	$255.6K	<0.01%	-23.6%
98	SG Americas Securities#98 · 25,691 sh	25,691	$249.0K	<0.01%	-47.4%
99	MANUFACTURERS LIFE INSURANCE COMPANY, THE#99 · 25,652 sh	25,652	$248.6K	<0.01%	-4.5%
100	Arete Wealth Advisors#100 · 25,287 sh	25,287	$245.0K	<0.01%	New

Funds that sold out of MFA in Q2 2026 (23)

Held MFA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held MFA in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
WELLINGTON MANAGEMENT GROUP LLP720,459 sh	720,459	$6.9M
BALYASNY ASSET MANAGEMENT L.P.142,278 sh	142,278	$1.4M
Point72 Asset Management, L.P.108,957 sh	108,957	$1.0M
MARSHALL WACE, LLP97,594 sh	97,594	$935.0K
Caption Management58,796 sh	58,796	$563.3K
SIMPLEX TRADING53,626 sh	53,626	$513.7K
Graham Capital Management, L.P.40,117 sh	40,117	$384.3K
DRW Securities21,626 sh	21,626	$207.2K
Brevan Howard Capital Management19,310 sh	19,310	$185.0K
FOX RUN MANAGEMENT, L.L.C.17,297 sh	17,297	$166.7K
Focus Partners Advisor Solutions12,678 sh	12,678	$121.5K
Merit Financial Group11,268 sh	11,268	$107.9K
ACADIAN ASSET MANAGEMENT6,592 sh	6,592	$63.0K
NOMURA ASSET MANAGEMENT LTD2,300 sh	2,300	$22.0K
SUMMIT SECURITIES GROUP1,800 sh	1,800	$17.2K
Kemnay Advisory Services829 sh	829	$7.9K
Advisory Services Network627 sh	627	$6.0K
LOS ANGELES CAPITAL MANAGEMENT505 sh	505	$4.8K
Root Financial Partners393 sh	393	$3.8K
Parallel Advisors117 sh	117	$1.1K
Bare Financial Services53 sh	53	$508.00
Kilter Group6 sh	6	$58.00
DHJJ Financial Advisors, Ltd.5 sh	5	$48.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.