RITHM CAPITAL CORP RITM
COM NEW · REIT · CUSIP 64828T201 · ISIN US64828T2015
American investment management company
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersNew York, NY
- Websiterithmcap.com
- 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 ($9.8m this quarter). Holder counts are more reliable. Shares outstanding: 558.4m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $9.39. Options: 10 managers hold calls ($18.9m notional), 11 hold puts ($56.2m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 401 |
| Q4 2022 | 426 |
| Q1 2023 | 399 |
| Q2 2023 | 408 |
| Q3 2023 | 424 |
| Q4 2023 | 448 |
| Q1 2024 | 443 |
| Q2 2024 | 469 |
| Q3 2024 | 492 |
| Q4 2024 | 480 |
| Q1 2025 | 504 |
| Q2 2025 | 523 |
| Q3 2025 | 542 |
| Q4 2025 | 546 |
| Q1 2026 | 526 |
| Q2 2026 | 512 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 248 | 200 |
| Q4 2024 | 222 | 199 |
| Q1 2025 | 263 | 186 |
| Q2 2025 | 278 | 201 |
| Q3 2025 | 314 | 162 |
| Q4 2025 | 279 | 212 |
| Q1 2026 | 268 | 260 |
| Q2 2026 | 235 | 247 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $49.5m | $73.5m | 1.48 |
| Q4 2025 | $34.9m | $73.4m | 2.10 |
| Q1 2026 | $31.3m | $55.7m | 1.78 |
| Q2 2026 | $18.9m | $56.2m | 2.97 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +1.5m |
| JPMORGAN CHASE & CO | Added | +1.4m |
| Amundi | Added | +1.1m |
| STANSBERRY ASSET MANAGEMENT, LLC | Added | +911.8k |
| VICTORY CAPITAL MANAGEMENT INC | Added | +718.1k |
| EVERGREEN CAPITAL MANAGEMENT LLC | Added | +566.5k |
| BlueCrest Capital Management Ltd | Added | +561.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +498.0k |
| Holocene Advisors, LP | Added | +448.2k |
| Invesco Ltd. | Added | +435.0k |
Biggest sellers
| Conversant Capital LLC | Sold out | -2.5m |
| NOMURA HOLDINGS INC | Reduced | -2.5m |
| FMR LLC | Reduced | -2.4m |
| Balyasny Asset Management L.P. | Reduced | -2.1m |
| GOLDMAN SACHS GROUP INC | Reduced | -1.9m |
| Northern Right Capital Management, L.P. | Sold out | -1.4m |
| ALGERT GLOBAL LLC | Sold out | -1.3m |
| FRANKLIN RESOURCES INC | Reduced | -1.2m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.2m |
| Columbus Macro, LLC | Sold out | -984.1k |
Biggest calls
| Centiva Capital, LP | Reduced | $6.9m734.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.1m434.2k shares |
| CITADEL ADVISORS LLC | Added | $3.4m359.5k shares |
| IMC-Chicago, LLC | Added | $1.9m201.7k shares |
| JANE STREET GROUP, LLC | Reduced | $745.6k79.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $687.3k73.2k shares |
| GROUP ONE TRADING LLC | Added | $631.9k67.3k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $419.7k44.7k shares |
| Arax Advisory Partners | New | $187.8k20.0k shares |
| Walleye Trading LLC | New | $19.7k2.1k shares |
Biggest puts
| Parallax Volatility Advisers, L.P. | Added | $17.3m1.8m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $15.5m1.6m shares |
| JANE STREET GROUP, LLC | Added | $6.3m668.7k shares |
| BAYVIEW ASSET MANAGEMENT, LLC | Added | $6.1m650.0k shares |
| CITADEL ADVISORS LLC | Added | $4.4m468.2k shares |
| IMC-Chicago, LLC | Added | $2.1m220.2k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.6m166.9k shares |
| Walleye Trading LLC | Reduced | $1.3m137.5k shares |
| GROUP ONE TRADING LLC | Reduced | $1.1m114.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $655.4k69.8k 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 +7.4 pts · filed 2026-04-07 | 12.4% |
| PICTON MAHONEY ASSET MANAGEMENT 13G · institution new · filed 2026-04-27 | 8.3% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 2 | $3.5m | — |
| Q1 2026 | 0 | — | 1 | $93.2k | $93.2k |
| Q2 2026 | 0 | — | 1 | $748.3k | — |
| Q3 2026 | 0 | — | 1 | $147.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-20 | Hebard Peggy Hwan Director | Sold | $147.8k14.5k shares |
| 2026-05-20 | Saltzman David Director | Sold | $748.3k80.9k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 70.9m $665.8m | Reduced -836.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 28.8m $270.4m | Reduced -33.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 25.1m $235.9m | Added +151.7k |
| STATE STREET CORP 0.01% of their portfolio | 18.7m $175.4m | Reduced -272.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.02% of their portfolio | 11.6m $109.1m | Added +1.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 10.1m $94.7m | Reduced -60 |
| NORGES BANK 0.01% of their portfolio | 8.0m $75.0m | Not comparable |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 7.1m $66.4m | Added +57.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 6.8m $63.4m | Reduced -184.0k |
| MORGAN STANLEY 0.00% of their portfolio | 6.5m $60.8m | Reduced -34.4k |
| UBS Group AG 0.01% of their portfolio | 5.4m $51.0m | Added +434.2k |
| LSV ASSET MANAGEMENT 0.09% of their portfolio | 5.3m $50.0m | Reduced -56.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 4.9m $46.3m | Added +217.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 3.5m $33.3m | Added +81.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.2m $30.4m | Added +1.4m |
| Bank of New York Mellon Corp 0.00% of their portfolio | 3.2m $29.6m | Reduced -234.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 3.1m $29.4m | Added +718.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 3.1m $28.8m | Added +92.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% of their portfolio | 3.1m $28.7m | Added +140.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.9m $27.2m | Reduced -1.9m |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 2.8m $26.6m | Added +101.8k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 2.7m $25.3m | Reduced -789 |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 2.7m $25.1m | Added +184.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 2.4m $22.3m | Added +221.6k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.13% of their portfolio | 2.3m $22.0m | Added +55.1k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 2.3m $21.8m | Reduced -2.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 2.1m $20.1m | Added +498.0k |
| Invesco Ltd. 0.00% of their portfolio | 2.1m $20.1m | Added +435.0k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 2.1m $20.1m | Reduced -355.1k |
| BlueCrest Capital Management Ltd 0.82% of their portfolio | 2.0m $19.2m | Added +561.8k |
| MOORE CAPITAL MANAGEMENT, LP 0.43% of their portfolio | 2.0m $19.0m | Added +50.0k |
| Public Sector Pension Investment Board 0.05% of their portfolio | 1.9m $18.0m | Reduced -70.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.7m $16.2m | Reduced -280.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio | 1.7m $15.9m | Reduced -1.2m |
| STANSBERRY ASSET MANAGEMENT, LLC 1.24% of their portfolio | 1.4m $13.6m | Added +911.8k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 1.4m $13.4m | Added +566.5k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.02% of their portfolio | 1.4m $12.8m | Added +413.0k |
| Advisors Capital Management, LLC 0.13% of their portfolio | 1.4m $12.7m | Added +81.2k |
| MARINER INVESTMENT GROUP LLC 2.94% of their portfolio | 1.3m $12.5m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 1.3m $12.3m | Reduced -75.4k |
| Legal & General Group Plc 0.00% of their portfolio | 1.3m $12.1m | Reduced -49.2k |
| NATIXIS 0.06% of their portfolio | 1.2m $11.6m | Reduced -2 |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 1.2m $11.6m | Added +413.0k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 1.2m $11.0m | Added +540 |
| SEI INVESTMENTS CO 0.01% of their portfolio | 1.1m $10.7m | Reduced -10.3k |
| Amundi 0.00% of their portfolio | 1.1m $10.6m | Added +1.1m |
| WATERFALL ASSET MANAGEMENT, LLC 6.48% of their portfolio | 1.1m $10.6m | Added +101.2k |
| Swiss National Bank 0.01% of their portfolio | 1.1m $10.5m | Added +18.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 1.1m $10.4m | Reduced -215.8k |
| Delphi Financial Group, Inc. 5.02% of their portfolio | 1.1m $10.2m | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 1.0m $9.7m | Reduced -182.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 989.9k $9.3m | Added +37.5k |
| LPL Financial LLC 0.00% of their portfolio | 841.6k $7.9m | Added +40.6k |
| California Public Employees Retirement System 0.00% of their portfolio | 829.6k $7.8m | Reduced -204.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 828.4k $7.8m | Added +432.9k |
| Nuveen, LLC 0.00% of their portfolio | 824.9k $7.7m | Reduced -832.3k |
| MGO ONE SEVEN LLC 0.12% of their portfolio | 749.5k $7.0m | Reduced -27.9k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 734.4k $6.9m | Added +43.3k |
| Quantinno Capital Management LP 0.01% of their portfolio | 674.9k $6.3m | Added +248.9k |
| FMR LLC 0.00% of their portfolio | 654.3k $6.1m | Reduced -2.4m |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 650.1k $6.1m | Added +28.8k |
| Illinois Municipal Retirement Fund 0.06% of their portfolio | 612.3k $5.7m | Added +138.2k |
| Fort Sheridan Advisors LLC 0.62% of their portfolio | 608.5k $5.7m | Reduced -43.8k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 607.3k $5.7m | Reduced -1.2m |
| BAYVIEW ASSET MANAGEMENT, LLC 4.14% of their portfolio | 590.5k $5.5m | Added +184.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 579.1k $5.4m | Added +70.1k |
| State of Alaska, Department of Revenue 0.05% of their portfolio | 562.5k $5.3m | Reduced -135.1k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 557.6k $5.2m | Added +272.9k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 553.0k $5.2m | Reduced -296.4k |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.77% of their portfolio | 552.8k $5.2m | Added +30.3k |
| CITIGROUP INC 0.00% of their portfolio | 548.5k $5.2m | Added +7.4k |
| Holocene Advisors, LP 0.01% of their portfolio | 539.5k $5.1m | Added +448.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 531.6k $5.0m | Added +18.3k |
| State of New Jersey Common Pension Fund D 0.02% of their portfolio | 531.5k $5.0m | Added +18.1k |
| Cetera Investment Advisers 0.00% of their portfolio | 521.1k $4.9m | Reduced -926.5k |
| Jump Financial, LLC 0.04% of their portfolio | 516.9k $4.9m | Added +358.8k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 504.5k $4.7m | Reduced -4.5k |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 493.5k $4.6m | Added +254.2k |
| CAXTON ASSOCIATES LLP 0.08% of their portfolio | 468.7k $4.4m | Added +55.5k |
| Family Manage LLC 0.46% of their portfolio | 467.6k $4.4m | Reduced -20.0k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 452.3k $4.3m | Reduced -197.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 446.7k $4.2m | Reduced -112.3k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 417.5k $3.9m | Reduced -13.1k |
| Waterloo Capital, L.P. 0.22% of their portfolio | 416.2k $3.9m | Added +10.0k |
| Simplify Asset Management Inc. 0.05% of their portfolio | 411.6k $3.9m | Added +75.0k |
| NOMURA HOLDINGS INC 0.02% of their portfolio | 409.1k $3.8m | Reduced -2.5m |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 408.3k $3.8m | Unchanged |
| Focus Partners Wealth 0.00% of their portfolio | 400.4k $3.0m | Added +48.8k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 385.2k $3.6m | Reduced -4.7k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 378.9k $3.6m | Reduced -37.5k |
| OPPENHEIMER & CO INC 0.04% of their portfolio | 350.7k $3.3m | Added +466 |
| INTECH INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 342.3k $3.2m | Added +255.0k |
| Alden Global Capital LLC 1.14% of their portfolio | 331.6k $3.1m | Unchanged |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 329.6k $3.1m | Added +2.4k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 300.9k $2.8m | Reduced -2.3k |
| Squarepoint Ops LLC 0.00% of their portfolio | 274.1k $2.6m | New |
| &PARTNERS 0.01% of their portfolio | 271.2k $2.5m | Reduced -718 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 264.3k $2.5m | New |
| Jupiter Topco LLC 0.00% of their portfolio | 259.9k $2.4m | First filing |
| Melia Wealth LLC 1.38% of their portfolio | 254.4k $2.4m | Added +3.5k |