FEDERAL NATIONAL MORTGAGE ASSOCIATION FANNIE MAE - FNMA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CapWealth Advisors, LLC | History | Added to | 16,800,204 | 237,359 | 16.24% | 17.0% | 1 | +498,930 | 3.06% | Q4 2025 | Feb 06, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 174,625 | 3,948 | 1.11% | 1.5% | 2 | -25,305 | -12.66% | Q4 2025 | Jan 16, 2026 |
| Pinnacle Holdings, LLC | History | No change | 119,388 | 1,308 | 0.44% | 0.51% | 3 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | Reduced | 87,300 | 936 | 0.04% | 0.05% | 4 | -9,700 | -10.0% | Q4 2025 | Feb 03, 2026 |
| Buckland Partners Management Co LLC | History | New | 80,000 | 858 | 0.48% | — | 5 | +80,000 | New | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 73,000 | 783 | 0.03% | 0.03% | 6 | +3,000 | 4.29% | Q4 2025 | Feb 09, 2026 |
| WESBANCO BANK INC | History | New | 50,012 | 536 | 0.01% | — | 7 | +50,012 | New | Q4 2025 | Feb 03, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 31,319 | 336 | 0.04% | — | 8 | +31,319 | New | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 13,432 | 181 | 0.0% | — | 9 | +13,432 | New | Q4 2025 | Feb 12, 2026 |
| HighPoint Advisor Group LLC | History | No change | 13,472 | 144 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Added to | 13,000 | 139 | 0.09% | 0.09% | 11 | +1,000 | 8.33% | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 10,450 | 112 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ORG Wealth Partners, LLC | History | New | 8,038 | 86 | 0.02% | — | 13 | +8,038 | New | Q4 2025 | Jan 14, 2026 |
| Matthew 25 Management Corp | History | New | 8,000 | 85 | 0.03% | — | 14 | +8,000 | New | Q4 2025 | Feb 03, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 50,000 | 56 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 4,645 | 49 | 0.0% | 0.0% | 16 | -750 | -13.9% | Q4 2025 | Feb 17, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 4,500 | 48 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 1,095 | 12 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Byrne Asset Management LLC | History | New | 500 | 5 | 0.0% | — | 20 | +500 | New | Q4 2025 | Jan 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 483 | 5 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 372 | 3 | 0.0% | — | 21 | +372 | New | Q4 2025 | Jan 20, 2026 |
| Talbot Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -21,400 | -100.0% | Q3 2025 | Oct 08, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,003 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Saranac Partners Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -6,564 | -100.0% | Q3 2025 | Dec 05, 2025 |
| FIFTH LANE CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -5,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,050 | -100.0% | Q3 2025 | Nov 12, 2025 |
| McMillan Office, Inc. | History | New | 43 | 0 | — | — | — | +43 | New | Q4 2025 | Feb 12, 2026 |