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Mfa Financial, Inc.

MFA
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001055160

No open-market purchases or sales by Mfa Financial, Inc. insiders were filed in the last 90 days; 213 institutions reported holding it in 13F filings for Q2 2026, worth $495.7M in total; no superinvestor holds it.

Other share classesMFANMFAOMFA.PBMFA.PC

13F holders, Q4 2025

Institutional positions in Mfa Financial, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
209
+8 vs. Q3 2025
Shares held
52.1M
−217.3K (−0.4%) vs. Q3 2025
Total value
$485.7M
+$4.16M (+0.9%) vs. Q3 2025
New holders
35
74 more added
Sold out
27
68 more reduced

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MFA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 209 institutions
Q1 2021: 205 institutionsQ2 2021: 203 institutionsQ3 2021: 208 institutionsQ4 2021: 217 institutionsQ1 2022: 188 institutionsQ2 2022: 168 institutionsQ3 2022: 171 institutionsQ4 2022: 176 institutionsQ1 2023: 172 institutionsQ2 2023: 173 institutionsQ3 2023: 170 institutionsQ4 2023: 176 institutionsQ1 2024: 175 institutionsQ2 2024: 168 institutionsQ3 2024: 186 institutionsQ4 2024: 189 institutionsQ1 2025: 192 institutionsQ2 2025: 188 institutionsQ3 2025: 207 institutionsQ4 2025: 209 institutionsQ1 2026: 221 institutionsQ2 2026: 213 institutions
Value heldQ4 2025: $485.7M
Q1 2021: $1.12BQ2 2021: $1.25BQ3 2021: $1.25BQ4 2021: $1.24BQ1 2022: $1.04BQ2 2022: $681.7MQ3 2022: $517.2MQ4 2022: $634.3MQ1 2023: $573.7MQ2 2023: $672.5MQ3 2023: $569.9MQ4 2023: $692.8MQ1 2024: $701.0MQ2 2024: $667.9MQ3 2024: $839.2MQ4 2024: $657.7MQ1 2025: $621.3MQ2 2025: $541.9MQ3 2025: $484.2MQ4 2025: $485.7MQ1 2026: $488.9MQ2 2026: $495.7M
Institutions holding MFA and their total value by quarter
QuarterHoldersValue
Q2 2026213$495.7M
Q1 2026221$488.9M
Q4 2025209$485.7M
Q3 2025207$484.2M
Q2 2025188$541.9M
Q1 2025192$621.3M
Q4 2024189$657.7M
Q3 2024186$839.2M
Q2 2024168$667.9M
Q1 2024175$701.0M
Q4 2023176$692.8M
Q3 2023170$569.9M
Q2 2023173$672.5M
Q1 2023172$573.7M
Q4 2022176$634.3M
Q3 2022171$517.2M
Q2 2022168$681.7M
Q1 2022188$1.04B
Q4 2021217$1.24B
Q3 2021208$1.25B
Q2 2021203$1.25B
Q1 2021205$1.12B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Mfa Financial, Inc.; share changes are against Q3 2025.

Institutions holding MFA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc9,756,949$90.8M0.00%−227,618−2.3%Reduced
BlackRock, Inc.9,405,108$87.6M0.00%+148,140+1.6%Added
Geode Capital Management, LLC2,495,263$23.2M0.00%−1920.0%Reduced
State Street Corp2,378,512$23.0M0.00%−69,456−2.8%Reduced
Wolverine Asset Management LLC1,653,062$15.4M0.22%+139,559+9.2%Added
Invesco Ltd.1,609,092$15.0M0.00%−15,574−1.0%Reduced
Charles Schwab Investment Management Inc1,457,406$13.6M0.00%−92,963−6.0%Reduced
Mirae Asset Global ETFs Holdings Ltd.1,401,542$13.0M0.02%+115,379+9.0%Added
Two Sigma Investments, LP1,226,373$11.4M0.02%+448,354+57.6%Added
FMR LLC1,170,870$10.9M0.00%+3,693+0.3%Added
Van Eck Associates Corp1,145,944$10.7M0.01%+207,067+22.1%Added
Millennium Management LLC1,033,539$9.62M0.01%+211,520+25.7%Added
AQR Capital Management LLC993,475$9.25M0.00%+300,550+43.4%Added
Northern Trust Corp901,214$8.39M0.00%−52,363−5.5%Reduced
Wellington Management Group LLP760,910$7.08M0.00%+152,718+25.1%Added
EMG Holdings, L.P.719,478$6.70M10.70%−342,557−32.3%Reduced
Goldman Sachs Group Inc718,940$6.69M0.00%+308,491+75.2%Added
Allianz Asset Management GmbH680,419$6.33M0.01%−106,773−13.6%Reduced
LSV Asset Management599,475$5.58M0.01%−13,475−2.2%Reduced
Bank of New York Mellon Corp536,386$4.99M0.00%−10,509−1.9%Reduced
Morgan Stanley531,283$4.95M0.00%+64,602+13.8%Added
Citadel Advisors LLC530,592$4.94M0.00%+509,871+2,460.6%Added
Jane Street Group, LLC467,493$4.35M0.01%+270,397+137.2%Added
LPL Financial LLC373,211$3.47M0.00%−23,516−5.9%Reduced
Citigroup Inc365,030$3.40M0.00%−980,531−72.9%Reduced
Voya Investment Management LLC291,483$2.71M0.00%−38,180−11.6%Reduced
Y-Intercept (Hong Kong) Ltd272,427$2.54M0.06%+122,496+81.7%Added
Tudor Investment Corp Et Al270,966$2.52M0.01%+270,966New
Point72 Asset Management, L.P.268,120$2.50M0.00%+237,691+781.1%Added
Nuveen, LLC259,162$2.41M0.00%−5,094−1.9%Reduced
Bayview Asset Management, LLC252,500$2.35M2.12%−47,500−15.8%Reduced
UBS Asset Management Americas Inc227,366$2.12M0.00%+227,366New
Gratia Capital, LLC225,469$2.10M1.88%00.0%Unchanged
Independent Advisor Alliance225,297$2.10M0.05%+21,956+10.8%Added
Renaissance Technologies LLC225,098$2.10M0.00%+52,373+30.3%Added
Ieq Capital, LLC214,971$2.00M0.01%+65,628+43.9%Added
Simplify Asset Management Inc.202,500$1.89M0.03%+202,500New
Swiss National Bank202,375$1.88M0.00%+3,400+1.7%Added
Caxton Associates LLP195,989$1.82M0.04%−31,434−13.8%Reduced
Barclays PLC160,407$1.49M0.00%+15,390+10.6%Added
Wells Fargo & Company160,229$1.49M0.00%−32,876−17.0%Reduced
Stifel Financial Corp159,020$1.48M0.00%+29,233+22.5%Added
Penserra Capital Management LLC150,084$1.40M0.02%+13,389+9.8%Added
Delphi Financial Group, Inc.144,000$1.34M0.67%00.0%Unchanged
CWM, LLC142,021$1.32M0.00%+11,876+9.1%Added
Rhumbline Advisers135,854$1.26M0.00%−21,943−13.9%Reduced
JPMorgan Chase & Co131,770$1.23M0.00%−177,210−57.4%Reduced
Almitas Capital LLC128,086$1.19M0.26%+50,646+65.4%Added
Legal & General Group Plc125,628$1.17M0.00%−13,164−9.5%Reduced
UBS Group AG122,030$1.14M0.00%−123,272−50.3%Reduced
Price T Rowe Associates Inc117,861$1.10M0.00%+3,606+3.2%Added
Alliancebernstein L.P.114,875$1.07M0.00%00.0%Unchanged
Franklin Resources Inc110,685$1.03M0.00%+1,535+1.4%Added
CI Private Wealth, LLC107,767$1.00M0.00%+2,149+2.0%Added
Simplex Trading, LLC104,143$969.6K0.03%+34,201+48.9%Added
Bank of America Corp103,999$968.2K0.00%+23,872+29.8%Added
Balyasny Asset Management LLC103,284$961.6K0.00%−622,289−85.8%Reduced
America First Investment Advisors, LLC103,225$961.0K0.18%00.0%Unchanged
Virginia Retirement Systems Et Al103,117$960.0K0.01%+4,800+4.9%Added
Raymond James Financial Inc102,441$953.7K0.00%−8,996−8.1%Reduced
XTX Topco Ltd100,745$937.9K0.02%+66,048+190.4%Added
Group One Trading, L.P.100,715$937.7K0.03%+2,540+2.6%Added
Quest Partners LLC97,524$907.9K0.05%−15,616−13.8%Reduced
California State Teachers Retirement System94,226$877.2K0.00%−73−0.1%Reduced
Two Sigma Advisers, LP91,400$850.9K0.00%−139,500−60.4%Reduced
Brevan Howard Capital Management LP89,072$829.3K0.02%+48,897+121.7%Added
Deutsche Bank AG85,057$791.9K0.00%+5,269+6.6%Added
Prudential Financial Inc84,655$788.1K0.00%−7,140−7.8%Reduced
SEI Investments Co84,307$784.9K0.00%+268+0.3%Added
Susquehanna International Group, LLP80,577$750.2K0.00%+64,146+390.4%Added
RMB Capital Management, LLC73,811$688.9K0.01%+4,843+7.0%Added
Victory Capital Management Inc73,692$686.1K0.00%+54+0.1%Added
Jennison Associates LLC72,855$678.3K0.00%+72,855New
Russell Investments Group, Ltd.70,798$659.1K0.00%−1,664−2.3%Reduced
Gsa Capital Partners LLP66,075$615.0K0.05%+66,075New
Acadian Asset Management LLC59,652$555.0K0.00%+8,564+16.8%Added
Caption Management, LLC58,796$547.4K0.02%−67,212−53.3%Reduced
Engineers Gate Manager LP58,776$547.2K0.01%−17,541−23.0%Reduced
Intech Investment Management LLC53,278$496.0K0.00%00.0%Unchanged
CWM Advisors, LLC50,304$468.3K0.04%+799+1.6%Added
Royal Bank of Canada50,141$467.0K0.00%−145,480−74.4%Reduced
Advisor Group Holdings, Inc.50,057$466.4K0.00%−5,414−9.8%Reduced
MetLife Investment Management49,804$463.7K0.00%−10,006−16.7%Reduced
SG Americas Securities, LLC48,766$454.0K0.00%+38,014+353.6%Added
Miracle Mile Advisors, LLC47,817$445.2K0.01%+36+0.1%Added
Nisa Investment Advisors, LLC45,727$443.7K0.00%−90,806−66.5%Reduced
State Board of Administration of Florida Retirement System45,787$426.3K0.00%00.0%Unchanged
Miller Global Investments, LLC45,347$422.2K0.38%+45,347New
Mariner, LLC44,877$420.0K0.00%+20,780+86.2%Added
Capital Square, LLC42,623$396.8K0.20%−6,116−12.5%Reduced
Janus Henderson Group PLC42,295$393.6K0.00%00.0%Unchanged
Mercer Global Advisors Inc40,882$380.6K0.00%+3,211+8.5%Added
Quantinno Capital Management LP40,303$375.2K0.00%+5,403+15.5%Added
Wealth Enhancement Advisory Services, LLC38,071$359.4K0.00%+10,839+39.8%Added
Advisors Asset Management, Inc.37,972$353.5K0.01%+438+1.2%Added
Jacobs Levy Equity Management, Inc37,525$349.4K0.00%+37,525New
Entropy Technologies, LP36,480$339.6K0.02%+36,480New
EntryPoint Capital, LLC35,266$328.3K0.13%00.0%Unchanged
Cerity Partners LLC34,277$319.1K0.00%+431+1.3%Added
New York State Common Retirement Fund33,638$313.2K0.00%00.0%Unchanged