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 |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 5,791 | $87.0K | 0.01% | +5,191+865.2% | Added |
| CWM, LLC | 5,894 | $89.0K | 0.00% | +5,894 | New |
| Covestor Ltd | 5,939 | $89.0K | 0.12% | +5,939 | New |
| Fifth Third Bancorp | 6,152 | $93.0K | 0.00% | +200+3.4% | Added |
| Geneos Wealth Management Inc. | 6,298 | $94.0K | 0.00% | +3,012+91.7% | Added |
| Vestcor Inc | 6,479 | $97.0K | 0.00% | −1,285−16.6% | Reduced |
| American Portfolios Advisors | 6,691 | $100.6K | 0.00% | −2,804−29.5% | Reduced |
| Snowden Capital Advisors LLC | 7,390 | $111.0K | 0.01% | −3,076−29.4% | Reduced |
| Spire Wealth Management | 7,632 | $115.0K | 0.00% | +934+13.9% | Added |
| Ahrens Investment Partners LLC | 7,700 | $116.0K | 0.05% | −4,100−34.7% | Reduced |
| Signaturefd, LLC | 8,993 | $135.0K | 0.00% | −1,469−14.0% | Reduced |
| Proffitt & Goodson Inc | 9,469 | $142.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9,486 | $143.0K | 0.07% | +972+11.4% | Added |
| Infrastructure Capital Advisors, LLC | 10,000 | $150.0K | 0.04% | −20,801−67.5% | Reduced |
| CIBC Private Wealth Group, LLC | 10,000 | $150.0K | 0.00% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 10,000 | $150.0K | 0.02% | +10,000 | New |
| Baird Financial Group, Inc. | 10,115 | $152.0K | 0.00% | −3,083−23.4% | Reduced |
| ING Groep NV | 10,140 | $153.0K | 0.00% | −3,180−23.9% | Reduced |
| Wealthcare Advisory Partners LLC | 10,140 | $153.0K | 0.01% | −2,200−17.8% | Reduced |
| BLB&B Advisors, LLC | 10,250 | $154.0K | 0.01% | −2,815−21.5% | Reduced |
| United Capital Financial Advisers, LLC | 10,318 | $155.0K | 0.00% | +10,318 | New |
| Verition Fund Management LLC | 10,446 | $157.0K | 0.00% | +10,446 | New |
| Metropolitan Life Insurance Co | 10,454 | $157.2K | 0.00% | +29+0.3% | Added |
| IHT Wealth Management, LLC | 10,663 | $160.0K | 0.01% | +79+0.7% | Added |
| Oak Thistle LLC | 10,772 | $162.0K | 0.13% | +10,772 | New |
| Checchi Capital Advisers, LLC | 10,890 | $164.0K | 0.02% | −341−3.0% | Reduced |
| Nixon Peabody Trust Co | 10,890 | $164.0K | 0.05% | +10,890 | New |
| Botty Investors LLC | 11,010 | $167.0K | 0.05% | −407,174−97.4% | Reduced |
| Commerce Bank | 11,129 | $167.0K | 0.00% | −281−2.5% | Reduced |
| Stratos Wealth Partners, LTD. | 11,115 | $167.0K | 0.00% | +11,115 | New |
| Brave Asset Management Inc | 11,152 | $168.0K | 0.05% | +249+2.3% | Added |
| D.A. Davidson & Co. | 11,137 | $168.0K | 0.00% | +392+3.6% | Added |
| Wealthspire Advisors, LLC | 11,259 | $169.0K | 0.00% | +11,259 | New |
| Mission Wealth Management, LP | 11,313 | $170.0K | 0.01% | +650+6.1% | Added |
| Deseret Mutual Benefit Administrators | 11,324 | $170.0K | 0.03% | +744+7.0% | Added |
| King Luther Capital Management Corp | 11,395 | $171.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 11,462 | $172.0K | 0.00% | −7,093−38.2% | Reduced |
| Founders Financial Alliance, LLC | 11,434 | $172.0K | 0.07% | +849+8.0% | Added |
| Paragon Capital Management Ltd | 11,608 | $175.0K | 0.03% | −137−1.2% | Reduced |
| Sandy Spring Bank | 11,730 | $176.0K | 0.01% | +259+2.3% | Added |
| Apollon Wealth Management, LLC | 11,917 | $179.0K | 0.01% | −350−2.9% | Reduced |
| Parallel Advisors, LLC | 11,923 | $179.0K | 0.01% | +506+4.4% | Added |
| BTC Capital Management, Inc. | 12,000 | $180.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 12,038 | $181.0K | 0.00% | −1,121−8.5% | Reduced |
| Quest Capital Management Inc | 12,163 | $183.0K | 0.03% | 00.0% | Unchanged |
| Manchester Financial Inc | 12,150 | $183.0K | 0.06% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,172 | $183.0K | 0.10% | +12,172 | New |
| Keybank National Association | 12,490 | $188.0K | 0.00% | −420−3.3% | Reduced |
| Fulcrum Capital LLC | 12,500 | $188.0K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 12,677 | $189.0K | 0.01% | +49+0.4% | Added |
| Capital Square, LLC | 12,541 | $190.0K | 0.13% | −11,707−48.3% | Reduced |
| Park Avenue Securities LLC | 12,616 | $190.0K | 0.00% | +1,141+9.9% | Added |
| BT Wealth Management LLC | 12,650 | $190.0K | 0.05% | +12,650 | New |
| Alterna Wealth Management, Inc | 13,184 | $198.0K | 0.16% | +13,184 | New |
| AlphaStar Capital Management, LLC | 13,194 | $202.0K | 0.02% | −401−2.9% | Reduced |
| International Assets Investment Management, LLC | 13,558 | $204.0K | 0.04% | −377−2.7% | Reduced |
| Tradition Wealth Management, LLC | 13,624 | $205.0K | 0.03% | +6,806+99.8% | Added |
| Vident Investment Advisory, LLC | 13,894 | $209.0K | 0.01% | +944+7.3% | Added |
| Retirement Solution Inc. | 14,015 | $211.0K | 0.09% | +14,015 | New |
| Beacon Pointe Advisors, LLC | 14,075 | $212.0K | 0.01% | −1,636−10.4% | Reduced |
| Regentatlantic Capital LLC | 14,192 | $213.0K | 0.01% | +240+1.7% | Added |
| Sigma Planning Corp | 14,216 | $214.0K | 0.01% | −558−3.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 14,270 | $215.0K | 0.06% | −5,000−25.9% | Reduced |
| Bridgewater Associates, LP | 14,281 | $215.0K | 0.00% | +14,281 | New |
| Altshuler Shaham Ltd | 14,375 | $217.0K | 0.00% | +3,454+31.6% | Added |
| United Maritime Capital LLC | 14,394 | $218.0K | 0.25% | 00.0% | Unchanged |
| Dohj, LLC | 14,769 | $222.0K | 0.10% | +219+1.5% | Added |
| Balentine LLC | 14,770 | $222.0K | 0.01% | +4,576+44.9% | Added |
| Advisors Asset Management, Inc. | 15,899 | $239.1K | 0.00% | −105,316−86.9% | Reduced |
| Neo Ivy Capital Management | 16,120 | $242.0K | 0.35% | +13,264+464.4% | Added |
| Profund Advisors LLC | 16,217 | $244.0K | 0.01% | −35,426−68.6% | Reduced |
| Wetherby Asset Management Inc | 16,228 | $244.0K | 0.01% | +5,282+48.3% | Added |
| Level Four Advisory Services, LLC | 16,270 | $245.0K | 0.02% | +16,270 | New |
| Kingsview Wealth Management, LLC | 16,416 | $247.0K | 0.01% | +1,126+7.4% | Added |
| Cooper Financial Group | 16,461 | $248.0K | 0.09% | −1,739−9.6% | Reduced |
| Signet Financial Management, LLC | 16,678 | $251.0K | 0.04% | −6,580−28.3% | Reduced |
| J.W. Cole Advisors, Inc. | 16,929 | $255.0K | 0.02% | −3,604−17.6% | Reduced |
| Autumn Glory Partners, LLC | 16,995 | $256.0K | 0.11% | +16,995 | New |
| Firethorn Wealth Partners, LLC | 17,261 | $260.0K | 0.20% | +17,261 | New |
| US Bancorp | 17,389 | $262.0K | 0.00% | −16,870−49.2% | Reduced |
| Avantax Advisory Services, Inc. | 17,613 | $265.0K | 0.00% | −54−0.3% | Reduced |
| Bessemer Group Inc | 17,630 | $265.0K | 0.00% | +2,580+17.1% | Added |
| Rockefeller Capital Management L.P. | 17,841 | $267.0K | 0.00% | +35+0.2% | Added |
| Cerity Partners LLC | 17,806 | $268.0K | 0.00% | −2,280−11.4% | Reduced |
| Northern Oak Wealth Management Inc | 17,965 | $270.0K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 18,452 | $278.0K | 0.02% | +5,151+38.7% | Added |
| B. Riley Wealth Management, Inc. | 18,636 | $280.0K | 0.02% | +1,541+9.0% | Added |
| TownSquare Capital, LLC | 18,715 | $281.0K | 0.01% | −19,087−50.5% | Reduced |
| PFG Advisors | 18,775 | $282.0K | 0.03% | −1,070−5.4% | Reduced |
| JustInvest LLC | 19,174 | $288.0K | 0.02% | −15,811−45.2% | Reduced |
| Evoke Wealth, LLC | 19,235 | $292.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 19,489 | $293.0K | 0.00% | −207,687−91.4% | Reduced |
| NuWave Investment Management, LLC | 19,563 | $294.0K | 0.33% | +17,378+795.3% | Added |
| Cresset Asset Management, LLC | 19,444 | $295.0K | 0.00% | −2,379−10.9% | Reduced |
| All Season Financial Advisors, Inc. | 19,654 | $296.0K | 0.21% | −2,784−12.4% | Reduced |
| Barings LLC | 19,750 | $297.0K | 0.01% | +4,728+31.5% | Added |
| Colonial River Wealth Management, LLC | 19,935 | $300.0K | 0.16% | +19,935 | New |
| Parisi Gray Wealth Management | 20,000 | $301.0K | 0.11% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 20,000 | $301.0K | 0.09% | +20,000 | New |
| PEAK6 Investments LLC | 20,226 | $304.0K | 0.01% | −5,381−21.0% | Reduced |