AGNC Investment Corp.
AGNC- Exchange
- Nasdaq
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001423689
In the last 90 days, AGNC Investment Corp. insiders filed 0 open-market purchases and 2 sales; 704 institutions reported holding it in 13F filings for Q2 2026, worth $5.19B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in AGNC Investment Corp. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 472
- +11 vs. Q1 2021
- Shares held
- 272.2M
- +16.9M (+6.6%) vs. Q1 2021
- Total value
- $4.60B
- +$319.4M (+7.5%) vs. Q1 2021
- New holders
- 67
- 188 more added
- Sold out
- 56
- 149 more reduced
5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AGNC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 704 | $5.19B |
| Q1 2026 | 679 | $4.30B |
| Q4 2025 | 647 | $4.48B |
| Q3 2025 | 601 | $3.78B |
| Q2 2025 | 567 | $3.94B |
| Q1 2025 | 565 | $3.85B |
| Q4 2024 | 550 | $3.23B |
| Q3 2024 | 526 | $3.56B |
| Q2 2024 | 474 | $2.72B |
| Q1 2024 | 473 | $2.80B |
| Q4 2023 | 468 | $2.63B |
| Q3 2023 | 431 | $2.39B |
| Q2 2023 | 432 | $2.46B |
| Q1 2023 | 439 | $2.59B |
| Q4 2022 | 430 | $2.73B |
| Q3 2022 | 422 | $2.05B |
| Q2 2022 | 423 | $2.53B |
| Q1 2022 | 469 | $3.25B |
| Q4 2021 | 482 | $3.71B |
| Q3 2021 | 478 | $4.16B |
| Q2 2021 | 472 | $4.60B |
| Q1 2021 | 466 | $4.53B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eukles Asset Management | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 23 | $0 | 0.00% | +11+91.7% | Added |
| Retirement Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 6 | $0 | 0.00% | −15−71.4% | Reduced |
| Global Financial Private Client, LLC | 24 | $408 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7,753 | $459 | 0.02% | +7,294+1,589.1% | Added |
| Raffa Wealth Management, LLC | 47 | $794 | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 70 | $1.00K | 0.00% | +4+6.1% | Added |
| ClariVest Asset Management LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 146 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 132 | $2.23K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 171 | $3.00K | 0.00% | −104−37.8% | Reduced |
| Arkadios Wealth Advisors | 188 | $3.00K | 0.00% | +188 | New |
| Central Trust Co | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 257 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 243 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 225 | $4.00K | 0.00% | +145+181.3% | Added |
| Prestige Wealth Management Group LLC | 277 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 334 | $6.00K | 0.00% | −12−3.5% | Reduced |
| Parkside Financial Bank & Trust | 373 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 450 | $7.00K | 0.00% | −1,550−77.5% | Reduced |
| Liberty Wealth Management LLC | 418 | $7.00K | 0.00% | −182−30.3% | Reduced |
| Earnest Partners LLC | 438 | $7.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 490 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 479 | $8.00K | 0.00% | −19−3.8% | Reduced |
| MV Capital Management, Inc. | 500 | $8.00K | 0.00% | +500 | New |
| Huntington National Bank | 529 | $9.00K | 0.00% | −10−1.9% | Reduced |
| JNBA Financial Advisors | 554 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 540 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 555 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 597 | $10.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 595 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $10.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 600 | $10.0K | 0.00% | +600 | New |
| Holloway Wealth Management, LLC | – | $10.0K | 0.00% | – | New |
| Lindbrook Capital, LLC | 662 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 700 | $12.0K | 0.00% | −160−18.6% | Reduced |
| Front Row Advisors LLC | 750 | $12.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 725 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 707 | $12.0K | 0.00% | −4−0.6% | Reduced |
| Berman Capital Advisors, LLC | 811 | $13.0K | 0.00% | +128+18.7% | Added |
| Oakworth Capital, Inc. | 846 | $14.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 855 | $15.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,030 | $17.0K | 0.00% | −1,393−57.5% | Reduced |
| Whittier Trust Co | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,150 | $19.0K | 0.00% | −2,519−68.7% | Reduced |
| Allworth Financial LP | 1,150 | $19.0K | 0.00% | +5+0.4% | Added |
| Atlas Private Wealth Advisors | 1,113 | $19.0K | 0.01% | +113+11.3% | Added |
| Lake Point Wealth Management | 1,200 | $20.0K | 0.01% | +1,200 | New |
| Johnson Financial Group, Inc. | 1,230 | $21.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1,254 | $21.0K | 0.00% | +1,254 | New |
| Northwestern Mutual Wealth Management Co | 1,292 | $22.0K | 0.00% | −516−28.5% | Reduced |
| Exchange Traded Concepts, LLC | 1,400 | $24.0K | 0.00% | +1,030+278.4% | Added |
| JJJ Advisors Inc. | 1,495 | $25.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $29.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,810 | $29.0K | 0.01% | +130+7.7% | Added |
| D'Orazio & Associates, Inc. | 1,690 | $29.0K | 0.01% | +286+20.4% | Added |
| Tortoise Investment Management, LLC | 1,757 | $30.0K | 0.01% | +500+39.8% | Added |
| Smith Asset Management Group LP | 1,816 | $31.0K | 0.00% | −94−4.9% | Reduced |
| Quadrant Capital Group LLC | 1,884 | $32.0K | 0.00% | +12+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,975 | $33.0K | 0.01% | −225−10.2% | Reduced |
| Atlas Capital Advisors LLC | 2,000 | $33.8K | 0.01% | +2,000 | New |
| Harbor Investment Advisory, LLC | 2,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 2,000 | $34.0K | 0.02% | +2,000 | New |
| Highlander Capital Management, LLC | 2,250 | $38.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,260 | $38.0K | 0.01% | +21+0.9% | Added |
| Baldrige Asset Management LLC | 2,360 | $40.0K | 0.02% | +2,360 | New |
| Catalyst Capital Advisors LLC | 2,590 | $44.0K | 0.00% | +360+16.1% | Added |
| Rockefeller Capital Management L.P. | 2,985 | $49.0K | 0.00% | +15+0.5% | Added |
| Salem Investment Counselors Inc | 3,000 | $51.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,088 | $52.0K | 0.00% | −1,695−35.4% | Reduced |
| Geneos Wealth Management Inc. | 3,286 | $55.0K | 0.00% | −12,179−78.8% | Reduced |
| CWM, LLC | 3,323 | $56.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 3,523 | $60.0K | 0.00% | +3,523 | New |
| Acadian Asset Management LLC | 3,643 | $62.0K | 0.00% | +3,643 | New |
| Enterprise Financial Services Corp | 4,043 | $68.0K | 0.01% | −308−7.1% | Reduced |
| Baldwin Brothers Inc | 4,000 | $68.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 4,000 | $68.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,490 | $76.0K | 0.02% | +4,490 | New |
| Carolina Wealth Advisors, LLC | 4,833 | $82.0K | 0.06% | +750+18.4% | Added |
| Advisory Services Network, LLC | 4,819 | $82.0K | 0.00% | +4,819 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,360 | $91.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,860 | $99.0K | 0.01% | +20+0.3% | Added |
| Tradition Wealth Management, LLC | 5,899 | $100.0K | 0.01% | +1,527+34.9% | Added |
| Fifth Third Bancorp | 6,272 | $106.0K | 0.00% | −1,652−20.8% | Reduced |
| Spire Wealth Management | 6,269 | $106.0K | 0.00% | +1,117+21.7% | Added |
| O'Shaughnessy Asset Management, LLC | 6,290 | $106.0K | 0.00% | +5,886+1,456.9% | Added |
| American International Group, Inc. | 6,551 | $111.0K | 0.00% | +93+1.4% | Added |
| Pacitti Group Inc. | 6,670 | $112.0K | 0.07% | −200−2.9% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 6,714 | $114.0K | 0.06% | −1,374−17.0% | Reduced |
| Walleye Trading LLC | 6,870 | $116.0K | 0.00% | +6,349+1,218.6% | Added |
| State of Wyoming | 6,876 | $116.0K | 0.07% | +6,876 | New |
| Altshuler Shaham Ltd | 7,437 | $126.0K | 0.00% | +7,437 | New |
| Vestcor Inc | 9,051 | $153.0K | 0.01% | +9,051 | New |
| 180 Wealth Advisors, LLC | 10,315 | $166.0K | 0.04% | −361−3.4% | Reduced |