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, Q3 2021
Institutional positions in AGNC Investment Corp. as of Sep 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
- 478
- +13 vs. Q2 2021
- Shares held
- 263.5M
- −8.18M (−3.0%) vs. Q2 2021
- Total value
- $4.16B
- −$432.1M (−9.4%) vs. Q2 2021
- New holders
- 60
- 178 more added
- Sold out
- 47
- 164 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eukles Asset Management | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 24 | $0 | 0.00% | +1+4.3% | Added |
| Retirement Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 29 | $0 | 0.00% | +29 | New |
| Global Financial Private Client, LLC | 24 | $382 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $741 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 80 | $1.00K | 0.00% | −145−64.4% | Reduced |
| Assetmark, Inc | 68 | $1.00K | 0.00% | −103−60.2% | Reduced |
| BerganKDV Wealth Management, LLC | 93 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 82 | $1.00K | 0.00% | +12+17.1% | Added |
| Asset Dedication, LLC | 67 | $1.00K | 0.00% | +67 | New |
| Key Financial Inc | 89 | $1.00K | 0.00% | +89 | New |
| Wealth Quarterback LLC | 50 | $1.00K | 0.00% | +50 | New |
| Huntington National Bank | 100 | $2.00K | 0.00% | −429−81.1% | Reduced |
| Delta Asset Management LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 150 | $2.00K | 0.00% | +150 | New |
| TD Private Client Wealth LLC | 148 | $2.33K | 0.00% | +16+12.1% | Added |
| Private Capital Group, LLC | 163 | $3.00K | 0.00% | −316−66.0% | Reduced |
| Versant Capital Management, Inc | 220 | $3.00K | 0.00% | −23−9.5% | Reduced |
| O'Dell Group, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Prestige Wealth Management Group LLC | 277 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 257 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 334 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 300 | $5.00K | 0.00% | +300 | New |
| Meridian Wealth Partners, LLC | 330 | $5.00K | 0.00% | +330 | New |
| Benjamin Edwards Inc | 368 | $6.00K | 0.00% | −16,249−97.8% | Reduced |
| Exchange Traded Concepts, LLC | 402 | $6.00K | 0.00% | −998−71.3% | Reduced |
| Brown Brothers Harriman & Co | 400 | $6.00K | 0.00% | −750−65.2% | Reduced |
| PrairieView Partners, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 373 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 326 | $6.00K | 0.00% | +326 | New |
| Earnest Partners LLC | 438 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 459 | $7.00K | 0.00% | +459 | New |
| PSI Advisors, LLC | 460 | $7.00K | 0.00% | +460 | New |
| Herold Advisors, Inc. | 500 | $7.00K | 0.00% | +500 | New |
| Kelly Financial Services LLC | 459 | $7.24K | 0.00% | −7,294−94.1% | Reduced |
| Private Ocean, LLC | 490 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 518 | $8.00K | 0.00% | +518 | New |
| Jacobi Capital Management LLC | 500 | $8.00K | 0.00% | +500 | New |
| NEXT Financial Group, Inc | 600 | $9.00K | 0.00% | −430−41.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 597 | $9.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | – |
| Wolff Wiese Magana LLC | 600 | $9.00K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 554 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 602 | $9.00K | 0.00% | +62+11.5% | Added |
| Bedel Financial Consulting, Inc. | 555 | $9.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 590 | $9.00K | 0.00% | +590 | New |
| Hudock, Inc. | 656 | $10.0K | 0.00% | +206+45.8% | Added |
| Creative Financial Designs Inc | 725 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 700 | $11.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 750 | $12.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 846 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 855 | $13.0K | 0.00% | +148+20.9% | Added |
| Lindbrook Capital, LLC | 856 | $13.0K | 0.00% | +194+29.3% | Added |
| Activest Wealth Management | 855 | $14.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 885 | $14.0K | 0.00% | +885 | New |
| Atlas Private Wealth Advisors | 1,000 | $16.0K | 0.01% | −113−10.2% | Reduced |
| Focused Wealth Management, Inc | 1,008 | $16.0K | 0.00% | +1,008 | New |
| Annapolis Financial Services, LLC | 1,000 | $16.0K | 0.01% | +1,000 | New |
| IFP Advisors, Inc | 1,026 | $17.0K | 0.00% | −2,062−66.8% | Reduced |
| Arkadios Wealth Advisors | 1,092 | $17.0K | 0.00% | +904+480.9% | Added |
| Farmers & Merchants Investments Inc | 1,091 | $17.0K | 0.00% | +1,091 | New |
| Hexagon Capital Partners LLC | 1,100 | $17.0K | 0.00% | +1,100 | New |
| Bell Investment Advisors, Inc | 1,084 | $17.0K | 0.01% | +1,084 | New |
| Allworth Financial LP | 1,168 | $18.0K | 0.00% | +18+1.6% | Added |
| Johnson Financial Group, Inc. | 1,230 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 1,200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,257 | $20.0K | 0.00% | −500−28.5% | Reduced |
| JJJ Advisors Inc. | 1,495 | $24.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,565 | $25.0K | 0.00% | +273+21.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $27.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,757 | $28.0K | 0.01% | +1,757 | New |
| Fieldpoint Private Securities, LLC | 1,810 | $29.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,975 | $31.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,946 | $31.0K | 0.00% | +1,946 | New |
| Atlas Capital Advisors LLC | 2,000 | $31.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 2,000 | $32.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 2,038 | $32.0K | 0.01% | +1,227+151.3% | Added |
| NuWave Investment Management, LLC | 2,185 | $34.0K | 0.04% | +2,185 | New |
| Highlander Capital Management, LLC | 2,250 | $35.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,297 | $36.0K | 0.01% | +37+1.6% | Added |
| Neo Ivy Capital Management | 2,856 | $37.0K | 0.04% | −48,252−94.4% | Reduced |
| Baldrige Asset Management LLC | 2,360 | $37.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 2,495 | $39.0K | 0.03% | −4,381−63.7% | Reduced |
| Quadrant Capital Group LLC | 2,536 | $40.0K | 0.01% | +652+34.6% | Added |
| Selective Wealth Management, Inc. | 2,800 | $44.0K | 0.02% | +2,800 | New |
| Salem Investment Counselors Inc | 3,000 | $47.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,286 | $52.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 3,790 | $60.0K | 0.00% | +1,200+46.3% | Added |
| Pacer Advisors, Inc. | 3,963 | $62.0K | 0.00% | +440+12.5% | Added |
| Baldwin Brothers Inc | 4,000 | $63.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 4,000 | $63.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 4,598 | $73.0K | 0.01% | +4,598 | New |
| Carolina Wealth Advisors, LLC | 4,791 | $76.0K | 0.05% | −42−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,360 | $85.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 5,839 | $92.0K | 0.00% | −712−10.9% | Reduced |