Starwood Property Trust Inc (STWD) Ownership

20.02 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Starwood Property Trust Inc (STWD), owning a total of 32.1 million shares. Combined, the top 44 institutional holders of STWD own 52.40% of the company with a total of 173.8 million shares.

In the latest ownership report on December 31st 2024, the top 44 institutional holders increased their combined ownership of STWD by 5.4 million shares. 15 institutions bought 5,589,156 total additional shares and increased their ownership by an average of 78.52%. However 3 institutions sold 171,814 total shares and decreased their ownership by an average of 1.62%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Starwood Property Trust increased by a net total of 5,417,342 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.521%	0.872%	32,099,114	277,566	2024-12-31
Vanguard Group Inc	9.178%	1.237%	30,943,260	377,939	2024-12-31
State Street Corp	2.932%	5.097%	9,884,216	479,339	2024-12-31
Morgan Stanley - Brokerage Accounts	1.933%	6.032%	6,516,619	370,746	2024-12-31
Geode Capital Management, LLC	1.571%	-0.929%	5,295,339	-49,661	2024-12-31
Northern Trust Corp	1.568%	16.190%	5,287,030	736,699	2024-12-31
Ameriprise Financial Inc	1.351%	39.710%	4,554,276	1,294,467	2024-12-31
NORGES BANK	0.987%	-2.646%	3,326,884	-90,435	2024-12-31
Bank of New York Mellon Corp	0.792%	0.413%	2,669,827	10,979	2024-12-31
Wells Fargo & Co	0.720%	-1.290%	2,427,845	-31,718	2024-12-31
Charles Schwab Investment Management Inc	0.639%	2.043%	2,153,097	43,109	2024-12-31
UBS Group AG	0.587%	40.033%	1,979,258	565,837	2024-12-31
HighTower Advisors, LLC	0.534%	4.333%	1,800,235	74,762	2024-12-31
Adage Capital Partners Gp LLC	0.489%	17.779%	1,648,904	248,904	2024-12-31
Amvescap Plc.	0.404%	79.044%	1,360,932	600,821	2024-12-31
Advisors Capital Management, LLC USD	0.385%	2.251%	1,299,076	28,593	2024-12-31
Legal & General Group PLC	0.177%	5.091%	596,382	28,888	2024-12-31
Citigroup Inc	0.148%	957.670%	497,549	450,507	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.521%	0.872%	32,099,114	277,566	2024-12-31
Vanguard Group Inc	9.178%	1.237%	30,943,260	377,939	2024-12-31
State Street Corp	2.932%	5.097%	9,884,216	479,339	2024-12-31
State Street Corporation	2.848%	1.938%	9,018,785	171,485	2024-03-31
JPMorgan Chase & Co	2.557%	5.345%	8,620,784	437,418	2024-09-30
Morgan Stanley - Brokerage Accounts	1.933%	6.032%	6,516,619	370,746	2024-12-31
Geode Capital Management, LLC	1.571%	-0.929%	5,295,339	-49,661	2024-12-31
Northern Trust Corp	1.568%	16.190%	5,287,030	736,699	2024-12-31
Ameriprise Financial Inc	1.351%	39.710%	4,554,276	1,294,467	2024-12-31
Lombard Odier Asset Management (EU) Ltd	1.071%	0.000%	3,350,000	3,350,000	2023-03-31
NORGES BANK	0.987%	-2.646%	3,326,884	-90,435	2024-12-31
Cardinal Capital Management Llc	1.028%	-12.819%	3,256,893	-478,909	2024-03-31
First Republic Inv Mgmt Inc	0.937%	84.754%	2,941,284	1,349,284	2023-09-30
Bank of New York Mellon Corp	0.792%	0.413%	2,669,827	10,979	2024-12-31
1832 Asset Management L.P	0.830%	-19.089%	2,596,249	-612,503	2023-03-31
Long Pond Capital, LP	0.758%	0.000%	2,555,000	2,555,000	2024-09-30
Wells Fargo & Co	0.720%	-1.290%	2,427,845	-31,718	2024-12-31
Charles Schwab Investment Management Inc	0.639%	2.043%	2,153,097	43,109	2024-12-31
UBS Group AG	0.587%	40.033%	1,979,258	565,837	2024-12-31
ClearBridge Advisors, LLC	0.612%	-0.538%	1,909,472	-10,332	2022-12-31
HighTower Advisors, LLC	0.534%	4.333%	1,800,235	74,762	2024-12-31
Millennium Management LLC	0.558%	-18.509%	1,748,326	-397,084	2023-09-30
Boston Partners Global Investors, Inc	0.533%	-0.469%	1,663,909	-7,834	2022-12-31
Adage Capital Partners Gp LLC	0.489%	17.779%	1,648,904	248,904	2024-12-31
Nuveen Asset Management, LLC	0.486%	18.145%	1,639,314	251,770	2024-09-30
Clough Capital Partners, LP	0.519%	-24.160%	1,607,273	-512,027	2022-09-30
Bank of America Corp	0.477%	10.078%	1,607,149	147,145	2024-09-30
Marshall Wace Asset Management Ltd	0.510%	-9.185%	1,582,707	-160,071	2022-09-30
Neuberger Berman Group LLC	0.499%	6.380%	1,560,057	93,564	2023-03-31
Jennison Associates LLC	0.482%	-6.174%	1,505,117	-99,044	2023-03-31
Amvescap Plc.	0.404%	79.044%	1,360,932	600,821	2024-12-31
Raymond James Finl Svs Advisors, Inc.	0.403%	2.495%	1,359,101	33,081	2024-09-30
Raymond James Finl Svs Advisors, Inc. USD	0.403%	2.495%	1,359,101	33,081	2024-09-30
Van Eck Associates Corporation	0.390%	27.059%	1,313,824	279,793	2024-09-30
Advisors Capital Management, LLC USD	0.385%	2.251%	1,299,076	28,593	2024-12-31
JANE STREET GROUP, LLC	0.414%	0.000%	1,296,460	1,296,460	2023-06-30
Balyasny Asset Management LLC	0.410%	0.000%	1,284,340	1,284,340	2023-06-30
Advisors Capital Management, LLC	0.377%	2.469%	1,270,483	30,617	2024-09-30
First Trust Advisors L.P.	0.382%	-23.789%	1,196,557	-373,504	2023-06-30
Royal Bank of Canada	0.366%	153.474%	1,154,723	699,165	2023-12-31
Raymond James & Associates	0.323%	0.611%	1,090,325	6,616	2024-09-30
Principal Financial Group Inc	0.316%	-10.797%	999,278	-120,949	2024-06-30
Legal & General Group PLC	0.177%	5.091%	596,382	28,888	2024-12-31
Citigroup Inc	0.148%	957.670%	497,549	450,507	2024-12-31

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Starwood Property Trust Inc (STWD), owning a total of 10.4 million shares. Combined, the top 42 mutual fund holders of STWD own 33.74% of the company with a total of 111.6 million shares.

In the latest ownership report on April 30th 2025, the top 42 fund holders increased their combined ownership of STWD by 892 shares. 2 funds bought 17,410 total additional shares and increased their ownership by an average of 0.44%. However 1 funds sold 18,302 total shares and decreased their ownership by an average of 0.18%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Starwood Property Trust decreased by a net total of -892 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.074%	-0.176%	10,370,651	-18,302	2025-04-30
iShares Mortgage Real Estate Capped ETF	0.968%	0.110%	3,265,710	3,595	2025-04-30
iShares S&P Mid-Cap 400 Value ETF	0.534%	0.773%	1,801,235	13,815	2025-04-30
SPDR® Portfolio S&P 400™ Mid Cap ETF	0.421%	0.000%	1,419,378	0	2025-04-30
VanEck Mortgage REIT Income ETF	0.388%	0.000%	1,309,825	0	2025-04-30
iShares Russell Mid-Cap ETF	0.328%	0.000%	1,107,201	0	2025-04-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.074%	-0.176%	10,370,651	-18,302	2025-04-30
Vanguard Total Stock Mkt Idx Inv	2.990%	0.321%	10,089,991	32,319	2025-03-31
Vanguard US Total Market Shares ETF	2.984%	4.971%	10,067,368	476,758	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.919%	1.886%	9,141,778	169,235	2023-03-31
Vanguard Small Cap Index	2.370%	-2.196%	7,998,133	-179,570	2025-03-31
Fuh Hwa FTSE Mortgage REITs ETF	1.851%	11.395%	6,244,751	638,817	2024-12-31
Vanguard Small Cap Value Index Inv	1.537%	-3.724%	5,185,901	-200,597	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.461%	1.553%	4,929,506	75,395	2025-03-31
Vanguard Extended Market Index Investor	1.384%	0.040%	4,328,985	1,724	2023-08-31
iShares Mortgage Real Estate Capped ETF	0.968%	0.110%	3,265,710	3,595	2025-04-30
SPDR® S&P MIDCAP 400 ETF Trust	0.758%	-1.170%	2,557,411	-30,266	2025-03-31
Cardinal Capital SMID Cap Value Equity	0.744%	-11.974%	2,350,339	-319,705	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.542%	-6.238%	1,827,851	-121,600	2025-03-31
State St Russell Sm/Mid Cp® Indx SL Cl I	0.542%	-6.238%	1,827,851	-121,600	2025-03-31
iShares S&P Mid-Cap 400 Value ETF	0.534%	0.773%	1,801,235	13,815	2025-04-30
Fidelity Extended Market Index	0.528%	1.383%	1,780,902	24,292	2025-03-31
Fidelity® Extended Market Index	0.519%	-0.627%	1,626,523	-10,259	2023-11-30
State St S&P Midcap® Indx SL Cl II	0.431%	0.000%	1,455,200	0	2025-03-31
SPDR® Portfolio S&P 400™ Mid Cap ETF	0.421%	0.000%	1,419,378	0	2025-04-30
ClearBridge Mid Cap A	0.426%	0.000%	1,322,000	0	2022-12-31
VanEck Mortgage REIT Income ETF	0.388%	0.000%	1,309,825	0	2025-04-30
ClearBridge Mid Cap	0.417%	0.000%	1,295,000	0	2023-02-28
Jennison SMid Cap Core Equity	0.405%	0.000%	1,265,111	0	2023-03-31
PGIM Jennison Small Company A	0.405%	0.000%	1,265,111	0	2023-05-31
SPDR® Portfolio S&P 400 Mid Cap ETF	0.363%	0.462%	1,147,034	5,274	2024-05-30
CT (Lux) American Smaller Com 9U USD	0.334%	2.791%	1,127,310	30,610	2025-03-31
iShares Russell Mid-Cap ETF	0.328%	0.000%	1,107,201	0	2025-04-30
Blackrock Russ 1000 Eq Idx Composite	0.316%	8.452%	1,065,144	83,007	2025-03-31
Columbia Dividend Opportunity A	0.313%	14.938%	1,054,900	137,100	2025-03-31
Fidelity Mid Cap Index	0.312%	4.499%	1,052,714	45,319	2025-03-31
Russell 1000 Index Fund	0.288%	0.000%	970,645	0	2025-03-31
Dynamic Alternative Yield Series IP	0.304%	0.000%	948,200	0	2023-03-31
Cardinal Capital Mgt Small Cap Value Eq	0.301%	-5.484%	941,314	-54,621	2023-09-30
iShares US Real Estate ETF	0.257%	-0.402%	867,335	-3,501	2025-03-31
CREF Stock R1	0.255%	-5.223%	861,913	-47,501	2025-02-28
First Trust Financials AlphaDEX® ETF	0.276%	-0.174%	858,446	-1,496	2023-03-30
Fidelity® Mid Cap Index	0.272%	1.219%	850,990	10,250	2023-11-30
Schwab US Mid-Cap ETF™	0.245%	0.000%	826,498	0	2024-12-31
SPDR® S&P 400 Mid Cap Value ETF	0.245%	0.000%	824,951	0	2024-11-29
Principal MidCap S&P 400 Index SP	0.259%	-10.641%	818,793	-97,502	2024-06-30
iShares Russell 1000 Value ETF	0.239%	0.545%	805,705	4,366	2024-12-31
State Farm Growth	0.243%	13.699%	770,200	92,800	2024-06-30