TWO HARBORS INVESTMENT CORP. (TWOD) — Institutional Holders, Q2 2026
235 institutional investment managers reported a TWOD position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.0B. 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.
TWOD 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.
Biggest buyers
- Sand Grove Capital Management LLPAdded · +1,400,183 sh+$17.4M
- BANK OF AMERICAAdded · +1,344,090 sh+$16.7M
- Squarepoint OpsAdded · +1,322,962 sh+$16.4M
- Qube Research & Technologies LtdNew · +1,146,434 sh+$14.2M
- AQR ArbitrageAdded · +1,073,434 sh+$13.3M
Biggest sellers
- BALYASNY ASSET MANAGEMENT L.P.Trimmed · -4,360,728 sh-$54.1M
- TIG AdvisorsTrimmed · -1,312,404 sh-$16.3M
- First Capital Management L.P.Sold out · -1,082,650 sh-$13.4M
- NEXPOINT ASSET MANAGEMENT, L.P.Sold out · -1,043,637 sh-$13.0M
- BARCLAYS PLCTrimmed · -722,977 sh-$9.0M
TWOD 13F holders ranked 1–100 of 235
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 17,057,600 sh | 17,057,600 | $211.7M | <0.01% | +3.0% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT#2 · 6,186,102 sh | 6,186,102 | $76.8M | <0.01% | +1.1% |
| 3 | VANGUARD CAPITAL MANAGEMENT#3 · 4,656,908 sh | 4,656,908 | $57.8M | <0.01% | +0.1% |
| 4 | Sand Grove Capital Management LLP#4 · 4,494,970 sh | 4,494,970 | $55.8M | 14.56% | +45.2% |
| 5 | STATE STREET#5 · 4,168,926 sh | 4,168,926 | $51.7M | <0.01% | +6.0% |
| 6 | AQR Arbitrage#6 · 3,094,518 sh | 3,094,518 | $38.4M | 0.55% | +53.1% |
| 7 | GEODE CAPITAL MANAGEMENT#7 · 2,733,957 sh | 2,733,957 | $33.9M | <0.01% | +10.3% |
| 8 | BANK OF AMERICA#8 · 2,014,242 sh | 2,014,242 | $25.0M | <0.01% | +200.6% |
| 9 | MIRAE ASSET GLOBAL ETFS Ltd.#9 · 1,894,045 sh | 1,894,045 | $23.5M | 0.03% | +2.9% |
| 10 | GOLDMAN SACHS GROUP#10 · 1,792,765 sh | 1,792,765 | $22.2M | <0.01% | +19.7% |
| 11 | Squarepoint Ops#11 · 1,748,877 sh | 1,748,877 | $21.7M | 0.02% | +310.6% |
| 12 | MILLENNIUM MANAGEMENT#12 · 1,564,654 sh | 1,564,654 | $19.4M | <0.01% | -26.4% |
| 13 | Invesco Ltd.#13 · 1,512,163 sh | 1,512,163 | $18.8M | <0.01% | -22.7% |
| 14 | ALLIANCEBERNSTEIN L.P.#14 · 1,576,808 sh | 1,576,808 | $18.0M | <0.01% | -25.3% |
| 15 | NORTHERN#15 · 1,287,282 sh | 1,287,282 | $16.0M | <0.01% | +5.3% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT#16 · 1,263,989 sh | 1,263,989 | $15.7M | <0.01% | -8.3% |
| 17 | Melqart Asset Management (UK) Ltd#17 · 1,201,262 sh | 1,201,262 | $14.9M | 1.42% | +218.7% |
| 18 | Qube Research & Technologies Ltd#18 · 1,146,434 sh | 1,146,434 | $14.2M | 0.01% | New |
| 19 | Governors Lane#19 · 1,072,123 sh | 1,072,123 | $13.3M | 1.11% | +225.4% |
| 20 | VICTORY CAPITAL MANAGEMENT#20 · 1,040,487 sh | 1,040,487 | $12.9M | <0.01% | +20.4% |
| 21 | VAN ECK ASSOCIATES#21 · 976,899 sh | 976,899 | $12.1M | <0.01% | -11.1% |
| 22 | UBS Group AG#22 · 964,744 sh | 964,744 | $12.0M | <0.01% | -34.3% |
| 23 | GLAZER CAPITAL#23 · 963,745 sh | 963,745 | $12.0M | 0.29% | +671.0% |
| 24 | BOOTHBAY FUND MANAGEMENT#24 · 888,424 sh | 888,424 | $11.0M | 0.15% | +138.5% |
| 25 | MORGAN STANLEY#25 · 863,568 sh | 863,568 | $10.7M | <0.01% | -26.6% |
| 26 | Man Group plc#26 · 831,450 sh | 831,450 | $10.3M | 0.02% | +731.4% |
| 27 | ADAGE CAPITAL PARTNERS GP, L.L.C.#27 · 803,897 sh | 803,897 | $10.0M | 0.01% | +14.8% |
| 28 | PRELUDE CAPITAL MANAGEMENT#28 · 694,657 sh | 694,657 | $8.6M | 0.63% | +64.2% |
| 29 | VANGUARD FIDUCIARY#29 · 694,212 sh | 694,212 | $8.6M | <0.01% | -1.1% |
| 30 | GABELLI FUNDS#30 · 675,085 sh | 675,085 | $8.4M | 0.05% | +350.1% |
| 31 | ALPINE ASSOCIATES MANAGEMENT#31 · 661,234 sh | 661,234 | $8.2M | 0.51% | -0.5% |
| 32 | Bank of New York Mellon#32 · 612,432 sh | 612,432 | $7.6M | <0.01% | +10.8% |
| 33 | CREDIT INDUSTRIEL ET COMMERCIAL#33 · 602,257 sh | 602,257 | $7.5M | 0.48% | +547.6% |
| 34 | Advisors Asset Management#34 · 593,402 sh | 593,402 | $7.4M | 0.11% | -23.0% |
| 35 | BALYASNY ASSET MANAGEMENT L.P.#35 · 568,693 sh | 568,693 | $7.1M | <0.01% | -88.5% |
| 36 | GABELLI & INVESTMENT ADVISERS#36 · 518,237 sh | 518,237 | $6.4M | 0.94% | +334.1% |
| 37 | PRINCIPAL FINANCIAL GROUP#37 · 507,717 sh | 507,717 | $6.3M | <0.01% | -0.7% |
| 38 | Verition Fund Management#38 · 465,512 sh | 465,512 | $5.8M | <0.01% | +12.1% |
| 39 | Fort Baker Capital Management#39 · 386,971 sh | 386,971 | $4.8M | 0.35% | New |
| 40 | PUBLIC SECTOR PENSION INVESTMENT BOARD#40 · 363,688 sh | 363,688 | $4.5M | 0.01% | -3.2% |
| 41 | Polar Asset Management Partners#41 · 333,060 sh | 333,060 | $4.1M | 0.07% | +87.1% |
| 42 | Nuveen#42 · 301,697 sh | 301,697 | $3.7M | <0.01% | +45.4% |
| 43 | Centiva Capital#43 · 300,000 sh | 300,000 | $3.7M | 0.03% | +49.2% |
| 44 | RHUMBLINE ADVISERS#44 · 268,865 sh | 268,865 | $3.3M | <0.01% | -11.2% |
| 45 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#45 · 265,229 sh | 265,229 | $3.3M | <0.01% | -10.2% |
| 46 | GraniteShares Advisors#46 · 264,265 sh | 264,265 | $3.3M | 2.11% | +15.1% |
| 47 | Legal & General Group Plc#47 · 249,837 sh | 249,837 | $3.1M | <0.01% | +3.8% |
| 48 | Swiss National Bank#48 · 210,788 sh | 210,788 | $2.6M | <0.01% | +2.7% |
| 49 | Quantinno Capital Management#49 · 195,940 sh | 195,940 | $2.4M | <0.01% | +40.2% |
| 50 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#50 · 187,592 sh | 187,592 | $2.3M | <0.01% | +88.9% |
| 51 | AMERIPRISE FINANCIAL#51 · 173,984 sh | 173,984 | $2.2M | <0.01% | -2.0% |
| 52 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#52 · 158,676 sh | 158,676 | $2.0M | <0.01% | New |
| 53 | HARVEST MANAGEMENT#53 · 141,573 sh | 141,573 | $1.8M | 0.69% | -29.2% |
| 54 | PRICE T ROWE ASSOCIATES#54 · 138,589 sh | 138,589 | $1.7M | <0.01% | +21.9% |
| 55 | CITIGROUP#55 · 128,523 sh | 128,523 | $1.6M | <0.01% | +40.4% |
| 56 | Groupe la Francaise#56 · 116,257 sh | 116,257 | $1.4M | <0.01% | New |
| 57 | DLD Asset Management#57 · 114,903 sh | 114,903 | $1.4M | 0.09% | New |
| 58 | DEUTSCHE BANK AG\#58 · 113,455 sh | 113,455 | $1.4M | <0.01% | +16.5% |
| 59 | PRUDENTIAL FINANCIAL#59 · 109,056 sh | 109,056 | $1.4M | <0.01% | +1.4% |
| 60 | WELLS FARGO & COMPANY#60 · 102,578 sh | 102,578 | $1.3M | <0.01% | +93.2% |
| 61 | Penserra Capital Management#61 · 98,429 sh | 98,429 | $1.2M | <0.01% | -32.3% |
| 62 | CAXTON ASSOCIATES LLP#62 · 97,899 sh | 97,899 | $1.2M | 0.02% | +6.8% |
| 63 | NINE MASTS CAPITAL Ltd#63 · 90,600 sh | 90,600 | $1.1M | 0.11% | New |
| 64 | AQR CAPITAL MANAGEMENT#64 · 87,661 sh | 87,661 | $1.1M | <0.01% | -29.7% |
| 65 | JPMORGAN CHASE#65 · 76,288 sh | 76,288 | $1.0M | <0.01% | -46.0% |
| 66 | CSS#66 · 78,175 sh | 78,175 | $970.2K | 0.04% | +220.0% |
| 67 | Zurcher Kantonalbank (Zurich Cantonalbank)#67 · 71,516 sh | 71,516 | $887.5K | <0.01% | 0.0% |
| 68 | INTECH INVESTMENT MANAGEMENT#68 · 71,486 sh | 71,486 | $887.1K | <0.01% | +202.5% |
| 69 | ABC ARBITRAGE SA#69 · 69,374 sh | 69,374 | $860.9K | — | +34.8% |
| 70 | THRIVENT FINANCIAL FOR LUTHERANS#70 · 68,980 sh | 68,980 | $856.0K | <0.01% | -1.4% |
| 71 | VANGUARD ASSET MANAGEMENT, Ltd#71 · 68,847 sh | 68,847 | $854.4K | <0.01% | 0.0% |
| 72 | MetLife Investment Management#72 · 62,162 sh | 62,162 | $771.4K | <0.01% | +17.2% |
| 73 | TIG Advisors#73 · 61,680 sh | 61,680 | $765.4K | 0.03% | -95.5% |
| 74 | BNP PARIBAS FINANCIAL MARKETS#74 · 61,560 sh | 61,560 | $764.0K | <0.01% | +167.1% |
| 75 | STATE OF WISCONSIN INVESTMENT BOARD#75 · 58,265 sh | 58,265 | $723.1K | <0.01% | +22.9% |
| 76 | TWO SIGMA INVESTMENTS#76 · 57,605 sh | 57,605 | $714.9K | <0.01% | +154.9% |
| 77 | GUGGENHEIM CAPITAL#77 · 56,022 sh | 56,022 | $695.2K | <0.01% | -32.0% |
| 78 | Russell Investments Group, Ltd.#78 · 55,503 sh | 55,503 | $688.8K | <0.01% | +221.9% |
| 79 | Blackstone#79 · 53,677 sh | 53,677 | $666.1K | <0.01% | 0.0% |
| 80 | Jupiter Topco#80 · 53,040 sh | 53,040 | $658.5K | <0.01% | — |
| 81 | TUDOR INVESTMENT ET AL#81 · 50,000 sh | 50,000 | $620.5K | <0.01% | New |
| 82 | Louisiana State Employees Retirement System#82 · 46,000 sh | 46,000 | $570.9K | — | -1.1% |
| 83 | LPL Financial#83 · 42,833 sh | 42,833 | $531.6K | <0.01% | +4.9% |
| 84 | Simplicity Wealth#84 · 42,791 sh | 42,791 | $531.0K | — | -61.8% |
| 85 | Vanguard Global Advisers#85 · 40,641 sh | 40,641 | $504.4K | <0.01% | -6.6% |
| 86 | BARCLAYS PLC#86 · 40,077 sh | 40,077 | $497.4K | <0.01% | -94.7% |
| 87 | MARSHALL WACE, LLP#87 · 35,443 sh | 35,443 | $439.8K | <0.01% | -24.3% |
| 88 | State of Alaska, Department of Revenue#88 · 34,594 sh | 34,594 | $429.0K | — | -33.0% |
| 89 | NEW YORK STATE COMMON RETIREMENT FUND#89 · 32,976 sh | 32,976 | $409.2K | <0.01% | 0.0% |
| 90 | MARINER INVESTMENT GROUP#90 · 32,776 sh | 32,776 | $406.8K | 0.08% | 0.0% |
| 91 | State of Tennessee, Treasury Department#91 · 32,197 sh | 32,197 | $399.6K | <0.01% | +46.5% |
| 92 | Police & Firemen's Retirement System of New Jersey#92 · 31,434 sh | 31,434 | $390.1K | <0.01% | +13.3% |
| 93 | Arizona State Retirement System#93 · 28,985 sh | 28,985 | $359.7K | <0.01% | +1.2% |
| 94 | AMALGAMATED BANK#94 · 28,259 sh | 28,259 | $351.0K | — | -6.3% |
| 95 | APS Management Group#95 · 28,265 sh | 28,265 | $350.8K | — | -8.2% |
| 96 | AlphaGrep UK Ltd#96 · 28,100 sh | 28,100 | $348.7K | 0.10% | New |
| 97 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#97 · 27,831 sh | 27,831 | $345.4K | <0.01% | -0.6% |
| 98 | YOUSIF CAPITAL MANAGEMENT#98 · 27,789 sh | 27,789 | $344.9K | — | -0.2% |
| 99 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM#99 · 27,773 sh | 27,773 | $344.7K | <0.01% | 0.0% |
| 100 | SIMPLEX TRADING#100 · 26,309 sh | 26,309 | $326.5K | <0.01% | +7.5% |
Funds that sold out of TWOD in Q2 2026 (35)
Held TWOD 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.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| First Capital Management L.P.1,082,650 sh | 1,082,650 | $12.4M |
| NEXPOINT ASSET MANAGEMENT, L.P.1,043,637 sh | 1,043,637 | $11.9M |
| Slotnik Capital325,000 sh | 325,000 | $3.7M |
| CITADEL ADVISORS167,034 sh | 167,034 | $1.9M |
| ExodusPoint Capital Management154,909 sh | 154,909 | $1.8M |
| Golden State Equity Partners121,583 sh | 121,583 | $1.4M |
| MOORE CAPITAL MANAGEMENT95,353 sh | 95,353 | $1.1M |
| GARDNER LEWIS ASSET MANAGEMENT L P52,500 sh | 52,500 | $599.5K |
| SummitTX Capital, L.P.50,100 sh | 50,100 | $572.1K |
| XTX Topco Ltd31,403 sh | 31,403 | $358.6K |
| TORONTO DOMINION BANK29,566 sh | 29,566 | $337.6K |
| TWO SIGMA SECURITIES24,415 sh | 24,415 | $278.8K |
| IMC-Chicago18,377 sh | 18,377 | $209.9K |
| Shay Capital15,000 sh | 15,000 | $171.3K |
| MONTAG A & ASSOCIATES13,015 sh | 13,015 | $148.6K |
| Odyssean12,960 sh | 12,960 | $148.0K |
| Schonfeld Strategic Advisors11,845 sh | 11,845 | $135.3K |
| DRW Securities11,375 sh | 11,375 | $129.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES11,169 sh | 11,169 | $124.2K |
| WINTON GROUP Ltd10,528 sh | 10,528 | $120.2K |
| CHICAGO NA10,335 sh | 10,335 | $118.0K |
| Secure Asset Management10,334 sh | 10,334 | $118.0K |
| LEVIN CAPITAL STRATEGIES, L.P.10,000 sh | 10,000 | $114.2K |
| Caitong International Asset Management , Ltd6,636 sh | 6,636 | $75.8K |
| QUADRANT CAPITAL GROUP1,840 sh | 1,840 | $59.5K |
| BALLAST ADVISORS4,396 sh | 4,396 | $50.2K |
| Advisory Services Network974 sh | 974 | $11.1K |
| TD Waterhouse Canada821 sh | 821 | $9.2K |
| Legacy Wealth Managment700 sh | 700 | $8.0K |
| ARMSTRONG ADVISORY GROUP350 sh | 350 | $4.0K |
| Root Financial Partners275 sh | 275 | $3.1K |
| Western Wealth Management195 sh | 195 | $2.2K |
| Annis Gardner Whiting Capital Advisors68 sh | 68 | $777.00 |
| Quent Capital9 sh | 9 | $105.00 |
| TWIN PEAKS WEALTH ADVISORS1 sh | 1 | $11.00 |
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.