DaveManuel.com · Institutional Ownership · Who Owns It
STARWOOD PPTY TR INC (STWD)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
529
Reporting holders
$3.2B
Reported value
50.3%
Of shares outstanding
0.7%
Calls
3.7%
Puts
-8
Holder change
Institutions report 186,182,872 shares against 370,168,950 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $589.4M | 35,980,845 | 0.01% | 8q | +2.1%+$11.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $258.5M | 15,779,112 | 0.01% | 2q | +1.2%+$3.1M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $246.1M | 15,026,029 | 0.01% | 2q | HELD |
| STATE STREET CORP | $200.6M | 11,903,686 | 0.01% | 31q | +0.8%+$1.7M |
| MORGAN STANLEY | $143.9M | 8,787,711 | 0.01% | 35q | +18.3%+$22.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $109.8M | 6,699,499 | 0.01% | 31q | +1.6%+$1.8M |
| AMERIPRISE FINANCIAL INC | $81.6M | 4,977,504 | 0.02% | 31q | -12.8%-$12.0M |
| NORTHERN TRUST CORP | $74.0M | 4,516,098 | 0.01% | 31q | -16.9%-$15.0M |
| Advisors Capital Management, LLC | $70.1M | 4,280,864 | 0.74% | 31q | +6.9%+$4.5M |
| TWO SIGMA INVESTMENTS, LP | $63.4M incl. $27.2M options PUT | 2,211,543 | 0.05% | 13q | -38.5%-$39.7M |
| HighTower Advisors, LLC | $49.9M | 3,046,542 | 0.05% | 31q | +8.8%+$4.0M |
| RAYMOND JAMES FINANCIAL INC | $48.0M | 2,931,036 | 0.01% | 7q | +11.5%+$5.0M |
| WELLS FARGO & COMPANY/MN | $44.3M | 2,707,449 | 0.01% | 31q | -0.5%-$230.3K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $43.4M | 2,648,402 | 0.01% | 31q | +3.1%+$1.3M |
| JPMORGAN CHASE & CO | $39.9M | 2,337,908 | 0.00% | 31q | +4.0%+$1.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $39.5M incl. $33.0M options CALL+PUT | 400,582 | 0.00% | 31q | +368.6%+$31.1M |
| Bank of New York Mellon Corp | $38.5M | 2,350,328 | 0.01% | 31q | -4.0%-$1.6M |
| VANGUARD FIDUCIARY TRUST CO | $36.3M | 2,217,308 | 0.01% | 2q | +2.3%+$818.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $30.0M | 1,829,099 | 0.04% | 9q | +3.5%+$1.0M |
| NORGES BANK | $28.5M | 1,742,303 | 0.00% | 32q | -58.3%-$39.8M |
| VAN ECK ASSOCIATES CORP | $26.2M | 1,598,413 | 0.02% | 31q | +12.2%+$2.9M |
| UBS Group AG | $25.5M incl. $2.7M options PUT | 1,389,366 | 0.00% | 31q | +6.7%+$1.6M |
| GOLDMAN SACHS GROUP INC | $24.8M | 1,512,203 | 0.00% | 31q | -22.4%-$7.1M |
| Invesco Ltd. | $22.9M | 1,396,969 | 0.00% | 31q | -13.1%-$3.4M |
| FRANKLIN RESOURCES INC | $20.8M | 1,271,168 | 0.00% | 17q | +1.1%+$231.8K |
| Portman Square Capital LLP | $20.8M incl. $19.4M options PUT | 81,810 | 0.98% | 7q | +24.2%+$4.0M |
| Leeward Investments, LLC - MA | $20.3M | 1,238,588 | 0.92% | 7q | +5.1%+$993.2K |
| BANK OF AMERICA CORP /DE/ | $19.5M | 1,192,709 | 0.00% | 31q | +6.6%+$1.2M |
| CITADEL ADVISORS LLC | $19.4M incl. $10.8M options CALL+PUT | 523,775 | 0.00% | 31q | +327.7%+$14.8M |
| VALLEY WEALTH MANAGERS, INC. | $18.0M | 1,098,554 | 1.04% | 31q | -5.1%-$965.8K |
| D. E. Shaw & Co., Inc. | $16.8M | 1,023,108 | 0.01% | 6q | +93.2%+$8.1M |
| Rockefeller Capital Management L.P. | $16.5M | 1,007,320 | 0.03% | 28q | +17.7%+$2.5M |
| CapWealth Advisors, LLC | $16.0M | 976,892 | 1.10% | 2q | +11.8%+$1.7M |
| LPL Financial LLC | $15.0M | 918,372 | 0.00% | 31q | +27.6%+$3.3M |
| RHUMBLINE ADVISERS | $15.0M | 917,256 | 0.01% | 31q | +1.0%+$153.9K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $14.7M | 897,465 | 0.00% | 31q | -2.1%-$311.7K |
| GROUP ONE TRADING LLC | $14.6M incl. $14.2M options CALL+PUT | 26,873 | 0.02% | 31q | HELD |
| NFC Investments, LLC | $13.5M | 826,096 | 3.44% | 30q | +22.8%+$2.5M |
| PRINCIPAL FINANCIAL GROUP INC | $13.0M | 791,268 | 0.01% | 31q | +1.8%+$226.1K |
| Swiss National Bank | $11.6M | 706,565 | 0.01% | 31q | +1.5%+$167.1K |
| BLAIR WILLIAM & CO/IL | $11.1M | 677,305 | 0.03% | 31q | +0.7%+$80.1K |
| Nuveen, LLC | $10.4M | 637,642 | 0.00% | 6q | -16.2%-$2.0M |
| NEUBERGER BERMAN GROUP LLC | $10.2M | 625,245 | 0.01% | 31q | HELD |
| Focus Partners Wealth | $10.2M | 619,689 | 0.01% | 11q | HELD |
| California Public Employees Retirement System | $10.1M | 616,586 | 0.01% | 31q | -0.9%-$95.1K |
| Seneca House Advisors | $9.5M | 577,201 | 3.34% | 21q | -7.2%-$729.4K |
| RENAISSANCE TECHNOLOGIES LLC | $9.4M | 574,684 | 0.01% | 8q | -7.1%-$722.4K |
| IMC-Chicago, LLC | $9.0M incl. $7.4M options CALL+PUT | 100,057 | 0.00% | 12q | +69.8%+$3.7M |
| State of New Jersey Common Pension Fund D | $8.9M | 543,383 | 0.03% | 31q | +1.9%+$163.8K |
| DLD Asset Management, LP | $8.2M PUT | options only | 0.54% | new | OPTIONS |
| CITIGROUP INC | $8.0M incl. $5.2M options PUT | 173,564 | 0.00% | 31q | +9.9%+$723.2K |
| ALLIANCEBERNSTEIN L.P. | $7.8M | 453,379 | 0.00% | 31q | HELD |
| Legal & General Group Plc | $7.4M | 448,903 | 0.00% | 31q | -6.2%-$487.4K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $7.0M | 425,000 | 0.01% | 12q | +962.5%+$6.3M |
| SG Americas Securities, LLC | $6.8M | 416,264 | 0.00% | 9q | +23.1%+$1.3M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6.7M | 410,809 | 0.01% | 31q | -2.8%-$190.8K |
| FMR LLC | $6.4M | 387,858 | 0.00% | 31q | +677.6%+$5.5M |
| FIRST TRUST ADVISORS LP | $5.9M | 363,130 | 0.00% | 31q | +1.2%+$72.8K |
| Retirement Systems of Alabama | $5.9M | 360,454 | 0.02% | 14q | -15.5%-$1.1M |
| STIFEL FINANCIAL CORP | $5.9M | 360,043 | 0.00% | 31q | -8.6%-$556.1K |
| SkyOak Wealth, LLC | $5.6M | 344,871 | 0.92% | 27q | -0.6%-$31.6K |
| QRG CAPITAL MANAGEMENT, INC. | $5.6M | 344,716 | 0.05% | 12q | +101.4%+$2.8M |
| Holocene Advisors, LP | $5.4M | 331,784 | 0.01% | 2q | +102.6%+$2.8M |
| INDEPENDENT FINANCIAL GROUP, LLC | $5.3M | 326,158 | 0.10% | 26q | +2.8%+$146.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.2M | 320,271 | 0.00% | 2q | +3.5%+$179.0K |
| Cambridge Investment Research Advisors, Inc. | $5.1M | 311,634 | 0.01% | 31q | +92.2%+$2.4M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5.1M | 310,227 | 0.01% | 31q | -2.5%-$131.7K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $5.0M | 303,357 | 0.00% | 31q | +5.7%+$268.1K |
| ROYAL BANK OF CANADA | $4.9M | 297,470 | 0.00% | 31q | +4.3%+$199.6K |
| Sargent Investment Group, LLC | $4.8M | 291,220 | 0.57% | 31q | HELD |
| CENTAURUS FINANCIAL, INC. | $4.7M | 284,468 | 0.18% | 27q | +6.9%+$302.7K |
| Concurrent Investment Advisors, LLC | $4.5M | 275,305 | 0.04% | 11q | +15.8%+$616.7K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.5M | 274,002 | 0.00% | 28q | +0.8%+$35.4K |
| MARSHALL WACE, LLP | $4.2M | 258,994 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $4.2M | 254,615 | 0.01% | 7q | -23.1%-$1.3M |
| BNP PARIBAS FINANCIAL MARKETS | $4.1M incl. $491.4K options PUT | 220,324 | 0.00% | 31q | +420.7%+$3.3M |
| Oak Thistle LLC | $4.1M | 249,634 | 0.40% | 5q | +17.5%+$609.3K |
| OSAIC HOLDINGS, INC. | $4.0M | 247,211 | 0.00% | 26q | +3.7%+$145.7K |
| CANADA LIFE ASSURANCE Co | $4.0M | 243,549 | 0.01% | 31q | +2.0%+$76.5K |
| Premier Fund Managers Ltd | $3.9M | 230,000 | 0.35% | 11q | +100.0%+$1.9M |
| Balyasny Asset Management L.P. | $3.9M | 237,743 | 0.00% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $3.9M incl. $347.3K options CALL+PUT | 214,813 | 0.01% | 6q | +260.2%+$2.8M |
| Pathstone Holdings, LLC | $3.9M | 235,444 | 0.01% | 11q | +2.3%+$87.5K |
| Edgemoor Investment Advisors, Inc. | $3.8M | 229,987 | 0.26% | 19q | +11.1%+$376.8K |
| SIMPLEX TRADING, LLC | $3.7M incl. $3.6M options CALL+PUT | 3,612 | 0.00% | 31q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $3.6M | 222,282 | 0.00% | 9q | +42.9%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $3.4M | 209,378 | 0.00% | 31q | -74.4%-$9.9M |
| Truvestments Capital LLC | $3.4M | 208,379 | 0.51% | 26q | +1.9%+$62.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.4M | 205,427 | 0.00% | 24q | +45.5%+$1.1M |
| GFS Advisors, LLC | $3.4M | 206,315 | 0.18% | 17q | +2.2%+$72.2K |
| Adams Asset Advisors, LLC | $3.3M | 202,449 | 0.38% | 15q | +112.7%+$1.8M |
| Waterloo Capital, L.P. | $3.3M | 200,390 | 0.18% | 11q | +2.6%+$83.4K |
| Blue Owl Capital Holdings LP | $3.2M | 196,355 | 0.48% | 2q | +23.8%+$619.3K |
| Quantinno Capital Management LP | $3.2M | 195,086 | 0.00% | 7q | -18.0%-$702.6K |
| Texas Capital Bank Wealth Management Services Inc | $3.2M | 193,760 | 0.17% | 22q | +1.1%+$35.1K |
| RFG Advisory, LLC | $3.2M | 192,408 | 0.05% | 19q | +1.5%+$45.6K |
| OmniStar Financial Group, Inc. | $3.1M | 190,456 | 1.44% | 3q | +8.8%+$252.4K |
| Grange Capital, LLC | $3.1M | 189,945 | 2.87% | 7q | -1.9%-$58.8K |
| 1832 Asset Management L.P. | $2.9M | 178,662 | 0.00% | 31q | HELD |
| United Advisor Group, LLC | $2.9M | 176,974 | 0.31% | 10q | +1.9%+$53.3K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G | Vanguard Capital Management | 5.0% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-13 | 2026-08-10 | Directors or officers departed or appointed | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 142 | $118.2M | 8,742,794 | 19 | 45 | 40 | 0.0% |
| Q2 2026 | 529 | $3.2B | 186,182,872 | 55 | 193 | 155 | 4.4% |
| Q1 2026 | 537 | $3.3B | 183,496,804 | 60 | 208 | 146 | 4.0% |
| Q4 2025 | 541 | $3.6B | 186,721,760 | 53 | 156 | 186 | 5.2% |
| Q3 2025 | 543 | $3.9B | 187,932,566 | 62 | 220 | 114 | 6.4% |
| Q2 2025 | 523 | $3.7B | 173,188,524 | 53 | 187 | 150 | 6.8% |
| Q1 2025 | 511 | $3.6B | 172,312,950 | 46 | 190 | 139 | 5.0% |
| Q4 2024 | 514 | $3.4B | 166,545,127 | 36 | 185 | 130 | 6.2% |
| Q3 2024 | 518 | $3.7B | 169,364,441 | 57 | 203 | 112 | 6.3% |
| Q2 2024 | 511 | $3.2B | 154,706,396 | 71 | 164 | 144 | 7.6% |
| Q1 2024 | 499 | $3.7B | 173,452,588 | 59 | 156 | 135 | 5.4% |
| Q4 2023 | 494 | $3.8B | 168,817,005 | 59 | 155 | 144 | 5.7% |
| Q3 2023 | 468 | $3.1B | 151,777,559 | 43 | 125 | 159 | 6.0% |
| Q2 2023 | 468 | $3.3B | 157,297,101 | 51 | 164 | 134 | 7.3% |
| Q1 2023 | 470 | $3.1B | 159,907,910 | 71 | 188 | 103 | 8.2% |
| Q4 2022 | 475 | $2.9B | 148,858,938 | 71 | 144 | 143 | 4.4% |
| Q3 2022 | 438 | $11.8B | 761,648,016 | 38 | 169 | 116 | 1.8% |
| Q2 2022 | 453 | $13.1B | 730,013,995 | 46 | 173 | 117 | 1.4% |
| Q1 2022 | 476 | $13.2B | 639,690,603 | 62 | 163 | 122 | 1.0% |
| Q4 2021 | 480 | $15.8B | 639,948,700 | 64 | 144 | 112 | 0.8% |
| Q3 2021 | 425 | $20.9B | 847,784,827 | 42 | 149 | 101 | 0.5% |
| Q2 2021 | 420 | $20.3B | 766,218,353 | 46 | 138 | 113 | 0.6% |
| Q1 2021 | 407 | $15.4B | 615,650,550 | 45 | 129 | 122 | 0.5% |
| Q4 2020 | 412 | $9.3B | 478,568,802 | 59 | 113 | 144 | 0.7% |
| Q3 2020 | 381 | $7.2B | 838,116,020 | 36 | 117 | 139 | 0.4% |
| Q2 2020 | 398 | $7.5B | 496,402,440 | 55 | 117 | 154 | 0.4% |
| Q1 2020 | 432 | $7.7B | 740,607,998 | 64 | 148 | 149 | 0.1% |
| Q4 2019 | 455 | $19.4B | 777,508,286 | 39 | 168 | 129 | 0.2% |
| Q3 2019 | 430 | $17.5B | 721,099,382 | 48 | 156 | 123 | 0.1% |
| Q2 2019 | 419 | $12.3B | 538,394,115 | 34 | 172 | 127 | 0.2% |
| Q1 2019 | 438 | $11.1B | 495,948,833 | 53 | 146 | 123 | 0.1% |
| Q4 2018 | 420 | $7.2B | 366,966,985 | 7 | 8 | 7 | 0.1% |