174 tracked 13F filers disclose a position in MFA as of the latest SEC 13F filings, a combined $423.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $88.0M | 9.2M | ▼−2.3% Reduced · −217K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $44.3M | 4.6M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $43.5M | 4.5M | →First observed position No prior filed position | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $24.7M | 2.6M | ▲+3.1% Added · +78K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $24.1M | 2.4M | ▲+2.2% Added · +52K sh | Q1 2026 | |
| 6 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $20.3M | 2.1M | ▲+51% Added · +713K sh | Q1 2026 | |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $15.0M | 1.6M | ▲+7.5% Added · +109K sh | Q1 2026 | |
| 8 | VAN ECK ASSOCIATES CORP | Withheld | 1.2M | ▲+2.8% Added · +32K sh | Q1 2026 | |
| 9 | FMR LLC | $11.2M | 1.2M | ▲+0.1% Added · +882 sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $10.7M | 1.1M | ▼−9.2% Reduced · −113K sh | Q1 2026 | |
| 11 | AQR CAPITAL MANAGEMENT LLC | $9.7M | 1.0M | ▲+2.3% Added · +23K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $9.1M | 948K | ▲+5.2% Added · +47K sh | Q1 2026 | |
| 13 | RENAISSANCE TECHNOLOGIES LLC | $7.4M | 777K | ▲+245% Added · +552K sh | Q1 2026 | |
| 14 | VANGUARD FIDUCIARY TRUST CO | $6.3M | 660K | →First observed position No prior filed position | Q1 2026 | |
| 15 | EMG Holdings, L.P. | $6.1M | 638K | ▼−11% Reduced · −81K sh | Q1 2026 | |
| 16 | GOLDMAN SACHS GROUP INC | $5.4M | 560K | ▼−22% Reduced · −158K sh | Q1 2026 | |
| 17 | Bank of New York Mellon Corp | $5.1M | 534K | ▼−0.4% Reduced · −2K sh | Q1 2026 | |
| 18 | Allianz Asset Management GmbH | $4.8M | 506K | ▼−26% Reduced · −175K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $3.7M | 385K | ▲+3.1% Added · +11K sh | Q1 2026 | |
| 20 | CITIGROUP INC | $3.6M | 380K | ▲+4.1% Added · +15K sh | Q1 2026 | |
| 21 | MILLENNIUM MANAGEMENT LLC | $2.8M | 291K | ▼−72% Reduced · −742K sh | Q1 2026 | |
| 22 | Engineers Gate Manager LP | $2.8M | 287K | ▲+389% Added · +229K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $2.6M | 276K | ▼−48% Reduced · −255K sh | Q1 2026 | |
| 24 | Nuveen, LLC | $2.5M | 261K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 25 | Connor, Clark & Lunn Investment Management Ltd. | $2.4M | 250K | ▲New +250K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in MFA and 15 added to an existing one, while 15 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 68 funds | $7.2B |
| MICROSOFT CORPMSFT | 67 funds | $27.3B |
| META PLATFORMS INC-CLASS AMETA | 67 funds | $12.8B |
| COSTCO WHOLESALE CORPCOST | 67 funds | $5.5B |
| MASTERCARD INC - AMA | 67 funds | $4.4B |
| BROADCOM INCAVGO | 66 funds | $14.1B |
| TESLA INCTSLA | 66 funds | $7.8B |
| MICRON TECHNOLOGY INCMU | 66 funds | $5.4B |
| NETFLIX INCNFLX | 66 funds | $3.6B |
| APPLIED MATERIALS INCAMAT | 66 funds | $3.4B |
| PALANTIR TECHNOLOGIES INC-APLTR | 66 funds | $3.2B |
| LAM RESEARCH CORPLRCX | 66 funds | $3.1B |
Ranked by how many of MFA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 15, 2025 | Lin Mei | Sr. VP & Co-Controller | Sell (S) | 3K | $28K |
| Jan 9, 2023 | STERNLICHT BARRY S | 10% Owner | Sell (S) | 10.2M | $102.6M |
| Jan 6, 2023 | STERNLICHT BARRY S | 10% Owner | Sell (S) | 450K | $4.7M |
| Sep 15, 2022 | Roper Michael Charles | SVP & Chief Accounting Ofcr | Buy (P) | 1K | $11K |
| Sep 15, 2022 | Wulfsohn Bryan | SVP & Co-Chief Invest. Ofcr | Buy (P) | 3K | $32K |
| Sep 14, 2022 | JOSEPHS ROBIN | Director | Buy (P) | 2K | $25K |
| Sep 14, 2022 | Knutson Craig L | CEO and President, Director | Buy (P) | 2K | $27K |
| Sep 14, 2022 | Yarad Stephen D. | Chief Financial Officer | Buy (P) | 2K | $25K |
| May 27, 2022 | Lin Mei | Sr. VP & Co-Controller | Sell (S) | 3K | $34K |
| May 27, 2022 | Lin Mei | Sr. VP & Co-Controller | Sell (S) | 2K | $21K |
| Jan 31, 2022 | Roper Michael Charles | SVP & Chief Accounting Ofcr | Buy (P) | 261 | $5K |
| Aug 7, 2020 | Wulfsohn Bryan | Sr. VP and Co-CIO | Buy (P) | 20K | $54K |
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MFA/capital-change-brief"
Use Arkolith's capital_change_brief for MFA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MFA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.