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 |
|---|---|---|---|---|---|
| Baldrige Asset Management LLC | 2,360 | $40.0K | 0.02% | +2,360 | 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 |
| 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 |
| Atlas Capital Advisors LLC | 2,000 | $33.8K | 0.01% | +2,000 | New |
| GPS Wealth Strategies Group, LLC | 1,975 | $33.0K | 0.01% | −225−10.2% | Reduced |
| Quadrant Capital Group LLC | 1,884 | $32.0K | 0.00% | +12+0.6% | Added |
| Smith Asset Management Group LP | 1,816 | $31.0K | 0.00% | −94−4.9% | Reduced |
| Tortoise Investment Management, LLC | 1,757 | $30.0K | 0.01% | +500+39.8% | Added |
| 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 |
| JJJ Advisors Inc. | 1,495 | $25.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,400 | $24.0K | 0.00% | +1,030+278.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,292 | $22.0K | 0.00% | −516−28.5% | Reduced |
| 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 |
| Lake Point Wealth Management | 1,200 | $20.0K | 0.01% | +1,200 | New |
| 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 |
| 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 |
| Activest Wealth Management | 855 | $15.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 846 | $14.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 811 | $13.0K | 0.00% | +128+18.7% | Added |
| 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 |
| Lindbrook Capital, LLC | 662 | $11.0K | 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 |
| 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 |
| 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 |
| 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 |
| Proequities, Inc. | 334 | $6.00K | 0.00% | −12−3.5% | Reduced |
| Parkside Financial Bank & Trust | 373 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 277 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Assetmark, Inc | 171 | $3.00K | 0.00% | −104−37.8% | Reduced |
| Arkadios Wealth Advisors | 188 | $3.00K | 0.00% | +188 | New |
| TD Private Client Wealth LLC | 132 | $2.23K | 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 |
| 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 |
| Raffa Wealth Management, LLC | 47 | $794 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7,753 | $459 | 0.02% | +7,294+1,589.1% | Added |
| Global Financial Private Client, LLC | 24 | $408 | 0.00% | 00.0% | Unchanged |
| 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 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −2,255,200−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −1,604,819−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −882,676−100.0% | Sold out |
| Ellington Management Group LLC | 0 | $0 | 0.00% | −783,372−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −745,776−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −457,551−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −336,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −187,749−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −179,546−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −172,309−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −133,990−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −97,106−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −91,505−100.0% | Sold out |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −80,400−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −75,843−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −59,775−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −50,503−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −46,340−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −45,567−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −43,689−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −38,033−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −34,918−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −32,357−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −31,992−100.0% | Sold out |
| Red Cedar Investment Management, LLC | 0 | $0 | 0.00% | −24,531−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −22,830−100.0% | Sold out |
| Beach Point Capital Management LP | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |