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, Q4 2021
Institutional positions in AGNC Investment Corp. as of Dec 31, 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
- 482
- +14 vs. Q3 2021
- Shares held
- 247.4M
- −15.8M (−6.0%) vs. Q3 2021
- Total value
- $3.71B
- −$441.5M (−10.6%) vs. Q3 2021
- New holders
- 74
- 174 more added
- Sold out
- 60
- 163 more reduced
10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 19 | $0 | 0.00% | +19 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 64 | $0 | 0.00% | +64 | New |
| Global Financial Private Client, LLC | 24 | $361 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $707 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 89 | $1.00K | 0.00% | +9+11.3% | Added |
| BerganKDV Wealth Management, LLC | 87 | $1.00K | 0.00% | −6−6.5% | Reduced |
| Key Financial Inc | 89 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 95 | $1.00K | 0.00% | +95 | New |
| Strengthening Families & Communities, LLC | 81 | $1.00K | 0.00% | +81 | New |
| Eagle Bay Advisors LLC | 163 | $2.00K | 0.00% | −163−50.0% | Reduced |
| Huntington National Bank | 101 | $2.00K | 0.00% | +1+1.0% | Added |
| Delta Asset Management LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Archer Investment Corp | 138 | $2.08K | 0.00% | +138 | New |
| TD Private Client Wealth LLC | 148 | $2.23K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 151 | $2.26K | 0.00% | +151 | New |
| Estabrook Capital Management | 151 | $2.27K | 0.00% | +151 | New |
| Total Clarity Wealth Management, Inc. | 200 | $3.00K | 0.00% | −1,557−88.6% | Reduced |
| IFP Advisors, Inc | 151 | $3.00K | 0.00% | −875−85.3% | Reduced |
| Brown Brothers Harriman & Co | 200 | $3.00K | 0.00% | −200−50.0% | Reduced |
| Versant Capital Management, Inc | 200 | $3.00K | 0.00% | −20−9.1% | Reduced |
| Clearstead Advisors, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 210 | $3.00K | 0.00% | +210 | New |
| Beaird Harris Wealth Management, LLC | 207 | $3.00K | 0.00% | +207 | New |
| Confluence Wealth Services, Inc. | 214 | $3.00K | 0.00% | +214 | New |
| Tarbox Family Office, Inc. | 257 | $4.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 241 | $4.00K | 0.00% | +159+193.9% | Added |
| EverSource Wealth Advisors, LLC | 320 | $5.00K | 0.00% | +320 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 356 | $5.00K | 0.00% | +356 | New |
| Benjamin Edwards Inc | 368 | $6.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 405 | $6.00K | 0.00% | +71+21.3% | Added |
| Private Capital Group, LLC | 395 | $6.00K | 0.00% | +232+142.3% | Added |
| Byrne Asset Management LLC | 400 | $6.00K | 0.00% | +400 | New |
| Kelly Financial Services LLC | 459 | $6.90K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 524 | $7.00K | 0.00% | −132−20.1% | Reduced |
| Private Ocean, LLC | 490 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 438 | $7.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 460 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 498 | $7.00K | 0.00% | +125+33.5% | Added |
| Exchange Traded Concepts, LLC | 478 | $7.00K | 0.00% | +76+18.9% | Added |
| JNBA Financial Advisors | 554 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 555 | $8.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 540 | $8.00K | 0.00% | +540 | New |
| Lindbrook Capital, LLC | 590 | $9.00K | 0.00% | −266−31.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 597 | $9.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 590 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 602 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $9.00K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 725 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 700 | $11.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 733 | $11.0K | 0.00% | +733 | New |
| Disciplined Investments, LLC | 745 | $11.0K | 0.00% | +745 | New |
| Eaton Vance Management | 800 | $12.0K | 0.00% | −230,590−99.7% | Reduced |
| Activest Wealth Management | 855 | $13.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 888 | $13.0K | 0.00% | +33+3.9% | Added |
| Oakworth Capital, Inc. | 846 | $13.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,030 | $15.0K | 0.00% | +22+2.2% | Added |
| Annapolis Financial Services, LLC | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,015 | $15.0K | 0.01% | +1,015 | New |
| Larson Financial Group LLC | 1,038 | $16.0K | 0.00% | +153+17.3% | Added |
| Hexagon Capital Partners LLC | 1,100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 1,165 | $17.0K | 0.06% | +1,165 | New |
| Lake Point Wealth Management | 1,200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,174 | $18.0K | 0.00% | +6+0.5% | Added |
| Bell Investment Advisors, Inc | 1,215 | $18.0K | 0.00% | +131+12.1% | Added |
| Tortoise Investment Management, LLC | 1,257 | $19.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,458 | $22.0K | 0.01% | −37−2.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,585 | $24.0K | 0.00% | +20+1.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $26.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,810 | $27.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,864 | $28.0K | 0.00% | −672−26.5% | Reduced |
| TAP Consulting, LLC | 1,893 | $28.0K | 0.01% | +1,893 | New |
| GPS Wealth Strategies Group, LLC | 1,975 | $30.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,000 | $30.1K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,036 | $31.0K | 0.01% | −261−11.4% | Reduced |
| National Bank of Canada | 2,053 | $31.0K | 0.00% | +2,053 | New |
| Lazard Asset Management LLC | 2,116 | $31.0K | 0.00% | +2,116 | New |
| Smith Group Asset Management, LLC | 2,119 | $32.0K | 0.00% | +173+8.9% | Added |
| Highlander Capital Management, LLC | 2,250 | $34.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 2,360 | $35.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 2,800 | $42.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,780 | $42.0K | 0.00% | +1,550+126.0% | Added |
| Salem Investment Counselors Inc | 3,000 | $45.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3,000 | $45.0K | 0.02% | +2,250+300.0% | Added |
| Baldwin Brothers Inc | 4,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 4,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| AIA Group Ltd | 3,969 | $60.0K | 0.00% | +3,969 | New |
| Ellevest, Inc. | 3,958 | $60.0K | 0.01% | +3,958 | New |
| Pacer Advisors, Inc. | 4,164 | $63.0K | 0.00% | +201+5.1% | Added |
| Carolina Wealth Advisors, LLC | 4,905 | $74.0K | 0.04% | +114+2.4% | Added |
| Clearview Wealth Advisors LLC | 5,320 | $80.0K | 0.05% | +5,320 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,360 | $81.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 5,360 | $81.0K | 0.00% | +1,570+41.4% | Added |
| American International Group, Inc. | 5,631 | $85.0K | 0.00% | −208−3.6% | Reduced |