ARMOUR RESIDENTIAL REIT INC ARR
COM SHS · REIT · CUSIP 042315705 · ISIN US0423157058
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersVero Beach, FL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($344.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.81. Options: 12 managers hold calls ($33.3m notional), 10 hold puts ($23.2m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1 |
| Q4 2022 | 1 |
| Q1 2023 | 0 |
| Q2 2023 | 0 |
| Q3 2023 | 11 |
| Q4 2023 | 152 |
| Q1 2024 | 154 |
| Q2 2024 | 160 |
| Q3 2024 | 171 |
| Q4 2024 | 181 |
| Q1 2025 | 192 |
| Q2 2025 | 198 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 0 | 1 |
| Q4 2023 | 134 | 10 |
| Q1 2024 | 68 | 74 |
| Q2 2024 | 82 | 56 |
| Q3 2024 | 94 | 55 |
| Q4 2024 | 95 | 66 |
| Q1 2025 | 123 | 58 |
| Q2 2025 | 134 | 71 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $24.4m | $24.0m | 0.98 |
| Q4 2024 | $28.2m | $25.8m | 0.92 |
| Q1 2025 | $35.5m | $24.5m | 0.69 |
| Q2 2025 | $33.3m | $23.2m | 0.70 |
Biggest buyers
| BlackRock, Inc. | Added | +1.9m |
| ROYAL BANK OF CANADA | Added | +887.0k |
| VANGUARD GROUP INC | Added | +864.8k |
| MARSHALL WACE, LLP | New | +535.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +426.5k |
| STATE STREET CORP | Added | +397.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +217.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Added | +196.4k |
| NORTHERN TRUST CORP | Added | +164.1k |
| Brevan Howard Capital Management LP | Added | +139.6k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.0m |
| Balyasny Asset Management L.P. | Sold out | -905.0k |
| GREAT LAKES ADVISORS, LLC | Sold out | -502.0k |
| Qube Research & Technologies Ltd | Sold out | -309.3k |
| GOLDMAN SACHS GROUP INC | Reduced | -280.0k |
| DARK FOREST CAPITAL MANAGEMENT LP | Reduced | -243.7k |
| Invesco Ltd. | Reduced | -181.5k |
| TUDOR INVESTMENT CORP ET AL | Sold out | -167.0k |
| UBS Group AG | Reduced | -155.9k |
| Freestone Grove Partners LP | Reduced | -127.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $6.8m402.9k shares |
| PEAK6 LLC | Added | $6.4m380.6k shares |
| UBS Group AG | Reduced | $5.0m300.0k shares |
| BANK OF AMERICA CORP /DE/ | New | $4.2m250.0k shares |
| CITADEL ADVISORS LLC | Reduced | $2.9m170.6k shares |
| GROUP ONE TRADING LLC | Added | $2.4m142.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $2.0m120.6k shares |
| IMC-Chicago, LLC | Added | $1.9m115.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.0m61.1k shares |
| JANE STREET GROUP, LLC | Reduced | $603.5k35.9k shares |
Biggest puts
| PEAK6 LLC | Added | $7.4m442.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.1m420.3k shares |
| CITADEL ADVISORS LLC | Reduced | $3.4m200.2k shares |
| GROUP ONE TRADING LLC | Added | $2.3m139.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.2m68.6k shares |
| IMC-Chicago, LLC | Reduced | $736.3k43.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $537.9k32.0k shares |
| Belvedere Trading LLC | Unchanged | $293.4k41.7k shares |
| JANE STREET GROUP, LLC | New | $243.7k14.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +2.0 pts · filed 2026-07-27 | 16.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 2 | $1.2m | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 1 | $19.0k | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 2 | $246.3k | 1 | $466.7k | — |
| Q1 2025 | 0 | — | 1 | $45.2k | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 13.0m $218.2m | Added +1.9m |
| VANGUARD GROUP INC 0.00% of their portfolio | 8.8m $148.7m | Added +864.8k |
| STATE STREET CORP 0.00% of their portfolio | 2.7m $46.1m | Added +397.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.0m $33.1m | Added +426.5k |
| Invesco Ltd. 0.00% of their portfolio | 1.5m $25.5m | Reduced -181.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.0m $17.0m | Added +887.0k |
| MORGAN STANLEY 0.00% of their portfolio | 1.0m $16.9m | Added +85.0k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 1.0m $16.9m | Added +72.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 888.3k $14.9m | Reduced -58.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 845.1k $14.2m | Added +164.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 817.9k $13.7m | Added +196.4k |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 725.5k $12.2m | Added +125.2k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 535.8k $9.0m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 527.0k $8.9m | Reduced -280.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 473.5k $8.0m | Added +100.4k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 413.0k $6.9m | Added +217.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 405.4k $6.8m | Added +26.2k |
| Advisors Asset Management, Inc. 0.10% of their portfolio | 337.7k $5.7m | Added +131.3k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 278.7k $4.7m | Added +36.4k |
| Nuveen, LLC 0.00% of their portfolio | 272.7k $4.6m | Added +27.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 268.3k $4.5m | Added +79.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 257.0k $4.3m | Added +131.8k |
| CITIGROUP INC 0.00% of their portfolio | 244.2k $4.1m | Reduced -109.7k |
| Legal & General Group Plc 0.00% of their portfolio | 217.9k $3.7m | Added +41.3k |
| UBS Group AG 0.00% of their portfolio | 214.1k $3.6m | Reduced -155.9k |
| SEGALL BRYANT & HAMILL, LLC 0.05% of their portfolio | 207.8k $3.5m | Added +91.6k |
| Penn Mutual Asset Management 5.17% of their portfolio | 174.1k $2.9m | Unchanged |
| Freestone Grove Partners LP 0.02% of their portfolio | 167.0k $2.8m | Reduced -127.6k |
| BARCLAYS PLC 0.00% of their portfolio | 157.9k $2.7m | Added +58.8k |
| Swiss National Bank 0.00% of their portfolio | 152.8k $2.6m | Added +44.7k |
| Brevan Howard Capital Management LP 0.03% of their portfolio | 150.2k $2.5m | Added +139.6k |
| XTX Topco Ltd 0.09% of their portfolio | 134.2k $2.3m | New |
| WOLVERINE ASSET MANAGEMENT LLC 0.04% of their portfolio | 126.6k $2.1m | Reduced -103.7k |
| LPL Financial LLC 0.00% of their portfolio | 110.2k $1.9m | Added +8.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 102.9k $1.7m | Added +88.5k |
| Centiva Capital, LP 0.11% of their portfolio | 100.2k $1.7m | Added +35.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 90.2k $1.5m | Added +33.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 84.7k $1.4m | Added +17.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 84.5k $1.4m | Added +2.3k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.06% of their portfolio | 83.8k $1.4m | Reduced -243.7k |
| GSA CAPITAL PARTNERS LLP 0.09% of their portfolio | 80.2k $1.3m | New |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 77.2k $1.3m | Reduced -15.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 74.0k $1.2m | Reduced -53.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 73.8k $1.2m | Added +12.9k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 68.9k $1.2m | Added +9.5k |
| NORGES BANK 0.00% of their portfolio | 64.5k $1.1m | Reduced -52.8k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 64.3k $1.1m | New |
| Penserra Capital Management LLC 0.02% of their portfolio | 64.2k $1.1m | Added +4.4k |
| AXS Investments LLC 0.43% of their portfolio | 63.0k $1.1m | Reduced -8.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 61.7k $1.0m | Added +16.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 60.2k $1.0m | Added +1.0k |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 60.1k $1.0m | Added +4.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 58.9k $989.6k | Added +18.2k |
| Tredje AP-fonden 0.01% of their portfolio | 52.9k $889.6k | Added +28.2k |
| FMR LLC 0.00% of their portfolio | 52.7k $886.2k | Added +48.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 51.7k $869.1k | Added +14.8k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 50.6k $850.5k | Added +14.7k |
| State of Alaska, Department of Revenue 0.01% of their portfolio | 48.7k $818.0k | Added +6.4k |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 47.8k $803.0k | Added +34.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 45.3k $762.0k | Reduced -10.3k |
| STEPHENS INC /AR/ 0.01% of their portfolio | 43.0k $722.0k | Added +26.4k |
| Engineers Gate Manager LP 0.01% of their portfolio | 42.8k $718.9k | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 40.4k $679.2k | New |
| Illinois Municipal Retirement Fund 0.01% of their portfolio | 39.9k $670.7k | Added +11.5k |
| Nebula Research & Development LLC 0.06% of their portfolio | 39.1k $657.2k | Reduced -14.5k |
| Verition Fund Management LLC 0.00% of their portfolio | 39.1k $656.8k | Added +10.1k |
| Louisiana State Employees Retirement System 0.01% of their portfolio | 38.2k $642.1k | Added +2.2k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 34.1k $572.8k | Added +11.0k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 34.1k $572.7k | Added +11.6k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 33.0k $555.0k | Added +17.3k |
| FIRST CITIZENS BANK & TRUST CO 0.01% of their portfolio | 32.4k $544.7k | Added +21.7k |
| Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio | 31.2k $525.1k | New |
| INCEPTIONR LLC 0.12% of their portfolio | 30.3k $509.1k | Added +16.6k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 30.3k $508.9k | Added +2.7k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.01% of their portfolio | 29.7k $499.4k | Added +2.2k |
| Entropy Technologies, LP 0.04% of their portfolio | 29.0k $486.9k | New |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 28.8k $484.5k | Added +16.3k |
| Kovack Advisors, Inc. 0.05% of their portfolio | 28.6k $481.0k | Added +5.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 28.5k $479.8k | Added +8.9k |
| WESTBOURNE INVESTMENTS, INC. 0.25% of their portfolio | 28.4k $476.8k | Added +6.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 27.2k $457.1k | Added +10.8k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 25.8k $434.3k | Added +248 |
| DRW Securities, LLC 0.03% of their portfolio | 24.6k $414.1k | New |
| Quantbot Technologies LP 0.01% of their portfolio | 24.2k $406.0k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 24.2k $406.0k | Added +13.7k |
| Maryland State Retirement & Pension System 0.01% of their portfolio | 24.0k $403.9k | Added +1.7k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 23.8k $399.9k | Reduced -2.0m |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 23.3k $392.3k | Added +7.3k |
| AMALGAMATED BANK 0.00% of their portfolio | 22.4k $377.0k | Added +1.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 21.7k $364.1k | Added +3.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 21.1k $354.9k | Reduced -5.8k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 21.0k $352.8k | Added +2.7k |
| GROUP ONE TRADING LLC 0.01% of their portfolio | 21.0k $352.4k | Added +4.1k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 20.8k $349.9k | New |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 19.9k $335.3k | Added +8.0k |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND 0.01% of their portfolio | 18.7k $314.2k | Added +1.3k |
| SeaCrest Wealth Management, LLC 0.03% of their portfolio | 18.4k $309.5k | Added +2.0k |
| ProShare Advisors LLC 0.00% of their portfolio | 18.4k $309.3k | Added +4.8k |
| Belvedere Trading LLC 0.02% of their portfolio | 16.9k $283.5k | Added +269 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 16.6k $279.8k | Added +254 |