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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, Q1 2026

Institutional positions in Mfa Financial, Inc. as of Mar 31, 2026. 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
221
+18 vs. Q4 2025
Shares held
50.9M
+8.65M (+20.5%) vs. Q4 2025
Total value
$488.9M
+$94.3M (+23.9%) vs. Q4 2025
New holders
44
74 more added
Sold out
26
55 more reduced

6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 221 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 heldQ1 2026: $488.9M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Mfa Financial, Inc.; share changes are against Q4 2025.

Institutions holding MFA in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.9,188,281$88.0M0.00%−216,827−2.3%Reduced
Vanguard Portfolio Management LLC4,626,141$44.3M0.00%+4,626,141New
Vanguard Capital Management LLC4,538,331$43.5M0.00%+4,538,331New
Geode Capital Management, LLC2,573,610$24.7M0.00%+78,347+3.1%Added
State Street Corp2,430,998$24.1M0.00%+52,486+2.2%Added
Mirae Asset Global ETFs Holdings Ltd.2,114,463$20.3M0.03%+712,921+50.9%Added
Invesco Ltd.1,649,349$15.8M0.00%+40,257+2.5%Added
Charles Schwab Investment Management Inc1,566,116$15.0M0.00%+108,710+7.5%Added
Wolverine Asset Management LLC1,533,286$14.7M0.23%−119,776−7.2%Reduced
Van Eck Associates Corp1,178,282$11.3M0.01%+32,338+2.8%Added
FMR LLC1,171,752$11.2M0.00%+882+0.1%Added
Two Sigma Investments, LP1,113,011$10.7M0.01%−113,362−9.2%Reduced
AQR Capital Management LLC1,016,810$9.74M0.00%+23,335+2.3%Added
Northern Trust Corp947,729$9.08M0.00%+46,515+5.2%Added
Renaissance Technologies LLC777,025$7.44M0.01%+551,927+245.2%Added
Wellington Management Group LLP720,459$6.90M0.00%−40,451−5.3%Reduced
Vanguard Fiduciary Trust Co660,399$6.33M0.00%+660,399New
EMG Holdings, L.P.638,478$6.12M8.98%−81,000−11.3%Reduced
LSV Asset Management580,175$5.56M0.01%−19,300−3.2%Reduced
Goldman Sachs Group Inc560,468$5.37M0.00%−158,472−22.0%Reduced
Bank of New York Mellon Corp534,031$5.12M0.00%−2,355−0.4%Reduced
Allianz Asset Management GmbH505,520$4.84M0.01%−174,899−25.7%Reduced
LPL Financial LLC384,655$3.68M0.00%+11,444+3.1%Added
Citigroup Inc380,072$3.64M0.00%+15,042+4.1%Added
Algert Global LLC323,630$3.10M0.05%+323,630New
Millennium Management LLC291,141$2.79M0.00%−742,398−71.8%Reduced
Engineers Gate Manager LP287,371$2.75M0.03%+228,595+388.9%Added
Morgan Stanley276,062$2.64M0.00%−255,221−48.0%Reduced
Nuveen, LLC261,224$2.50M0.00%+2,062+0.8%Added
Connor, Clark & Lunn Investment Management Ltd.250,307$2.40M0.01%+250,307New
UBS Asset Management Americas Inc240,129$2.30M0.00%+12,763+5.6%Added
Independent Advisor Alliance236,410$2.26M0.02%+11,113+4.9%Added
Verition Fund Management LLC230,916$2.21M0.02%+230,916New
UBS Group AG230,886$2.21M0.00%+108,856+89.2%Added
Mariner Investment Group LLC210,000$2.01M0.61%+210,000New
Simplify Asset Management Inc.209,000$2.00M0.03%+6,500+3.2%Added
Ieq Capital, LLC208,587$2.00M0.01%−6,384−3.0%Reduced
Swiss National Bank202,375$1.94M0.00%00.0%Unchanged
Picton Mahoney Asset Management183,285$1.76M0.02%+183,285New
Caxton Associates LLP169,638$1.63M0.04%−26,351−13.4%Reduced
Stifel Financial Corp166,052$1.59M0.00%+7,032+4.4%Added
Voya Investment Management LLC161,068$1.54M0.00%−130,415−44.7%Reduced
CWM, LLC156,855$1.50M0.00%+14,834+10.4%Added
Penserra Capital Management LLC154,203$1.48M0.02%+4,119+2.7%Added
Balyasny Asset Management LLC142,278$1.36M0.00%+38,994+37.8%Added
JPMorgan Chase & Co141,257$1.36M0.00%+9,487+7.2%Added
Rhumbline Advisers133,481$1.28M0.00%−2,373−1.7%Reduced
Price T Rowe Associates Inc132,951$1.27M0.00%+15,090+12.8%Added
Almitas Capital LLC128,086$1.23M0.28%00.0%Unchanged
Franklin Resources Inc124,419$1.19M0.00%+13,734+12.4%Added
Bank of America Corp118,244$1.13M0.00%+14,245+13.7%Added
Alliancebernstein L.P.114,875$1.07M0.00%00.0%Unchanged
Legal & General Group Plc109,289$1.05M0.00%−16,339−13.0%Reduced
Point72 Asset Management, L.P.108,957$1.04M0.00%−159,163−59.4%Reduced
CI Private Wealth, LLC107,824$1.03M0.00%+57+0.1%Added
Virginia Retirement Systems Et Al106,317$1.02M0.01%+3,200+3.1%Added
Tudor Investment Corp Et Al105,850$1.01M0.01%−165,116−60.9%Reduced
Raymond James Financial Inc101,976$976.9K0.00%−465−0.5%Reduced
Susquehanna International Group, LLP98,052$939.3K0.00%+17,475+21.7%Added
Marshall Wace, LLP97,594$935.0K0.00%+97,594New
Deutsche Bank AG96,238$922.0K0.00%+11,181+13.1%Added
California State Teachers Retirement System93,458$895.3K0.00%−768−0.8%Reduced
Citadel Advisors LLC89,433$856.8K0.00%−441,159−83.1%Reduced
Wells Fargo & Company84,479$809.3K0.00%−75,750−47.3%Reduced
SEI Investments Co84,307$807.7K0.00%00.0%Unchanged
Russell Investments Group, Ltd.75,695$725.2K0.00%+4,897+6.9%Added
Jennison Associates LLC74,929$717.8K0.00%+2,074+2.8%Added
RMB Capital Management, LLC73,811$707.1K0.01%00.0%Unchanged
Victory Capital Management Inc73,478$703.9K0.00%−214−0.3%Reduced
Y-Intercept (Hong Kong) Ltd71,717$687.0K0.01%−200,710−73.7%Reduced
Vanguard Asset Management, Ltd64,194$615.0K0.00%+64,194New
XTX Topco Ltd64,142$614.5K0.01%−36,603−36.3%Reduced
Teacher Retirement System of Texas63,760$610.8K0.00%+48,943+330.3%Added
Caption Management, LLC58,796$563.3K0.03%00.0%Unchanged
Jane Street Group, LLC57,640$552.2K0.00%−409,853−87.7%Reduced
MetLife Investment Management56,564$541.9K0.00%+6,760+13.6%Added
Prudential Financial Inc55,885$535.4K0.00%−28,770−34.0%Reduced
CWM Advisors, LLC53,907$516.4K0.03%+3,603+7.2%Added
Simplex Trading, LLC53,626$513.7K0.02%−50,517−48.5%Reduced
Advisor Group Holdings, Inc.52,499$503.3K0.00%+2,442+4.9%Added
Royal Bank of Canada50,512$484.0K0.00%+371+0.7%Added
SG Americas Securities, LLC48,804$468.0K0.00%+38+0.1%Added
Quantinno Capital Management LP48,397$463.6K0.00%+8,094+20.1%Added
Mariner, LLC48,332$463.0K0.00%+3,455+7.7%Added
Miracle Mile Advisors, LLC47,817$458.1K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System45,787$438.6K0.00%00.0%Unchanged
Miller Global Investments, LLC45,621$437.0K0.40%+274+0.6%Added
QRG Capital Management, Inc.45,185$432.9K0.00%+45,185New
Capital Square, LLC42,295$431.8K0.20%−328−0.8%Reduced
Mercer Global Advisors Inc44,270$424.1K0.00%+3,388+8.3%Added
Wealth Enhancement Advisory Services, LLC42,333$410.6K0.00%+4,262+11.2%Added
Vestcor Inc42,566$408.0K0.01%+42,566New
Janus Henderson Group PLC42,295$405.4K0.00%00.0%Unchanged
Graham Capital Management, L.P.40,117$384.3K0.01%+16,475+69.7%Added
Vanguard Global Advisers, LLC39,763$380.9K0.00%+39,763New
America First Investment Advisors, LLC39,725$380.6K0.07%−63,500−61.5%Reduced
Advisors Asset Management, Inc.37,937$363.4K0.01%−35−0.1%Reduced
Jacobs Levy Equity Management, Inc37,525$359.5K0.00%00.0%Unchanged
EntryPoint Capital, LLC35,266$337.8K0.10%00.0%Unchanged
Intech Investment Management LLC34,535$330.8K0.00%−18,743−35.2%Reduced