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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 17,630 | $265.0K | 0.00% | +2,580+17.1% | Added |
| US Bancorp | 17,389 | $262.0K | 0.00% | −16,870−49.2% | Reduced |
| Firethorn Wealth Partners, LLC | 17,261 | $260.0K | 0.20% | +17,261 | New |
| Autumn Glory Partners, LLC | 16,995 | $256.0K | 0.11% | +16,995 | New |
| J.W. Cole Advisors, Inc. | 16,929 | $255.0K | 0.02% | −3,604−17.6% | Reduced |
| Signet Financial Management, LLC | 16,678 | $251.0K | 0.04% | −6,580−28.3% | Reduced |
| Cooper Financial Group | 16,461 | $248.0K | 0.09% | −1,739−9.6% | Reduced |
| Kingsview Wealth Management, LLC | 16,416 | $247.0K | 0.01% | +1,126+7.4% | Added |
| Level Four Advisory Services, LLC | 16,270 | $245.0K | 0.02% | +16,270 | New |
| 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 |
| Neo Ivy Capital Management | 16,120 | $242.0K | 0.35% | +13,264+464.4% | Added |
| Advisors Asset Management, Inc. | 15,899 | $239.1K | 0.00% | −105,316−86.9% | Reduced |
| 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 |
| United Maritime Capital LLC | 14,394 | $218.0K | 0.25% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 14,375 | $217.0K | 0.00% | +3,454+31.6% | Added |
| 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 |
| Sigma Planning Corp | 14,216 | $214.0K | 0.01% | −558−3.8% | Reduced |
| Regentatlantic Capital LLC | 14,192 | $213.0K | 0.01% | +240+1.7% | Added |
| Beacon Pointe Advisors, LLC | 14,075 | $212.0K | 0.01% | −1,636−10.4% | Reduced |
| Retirement Solution Inc. | 14,015 | $211.0K | 0.09% | +14,015 | New |
| Vident Investment Advisory, LLC | 13,894 | $209.0K | 0.01% | +944+7.3% | Added |
| Tradition Wealth Management, LLC | 13,624 | $205.0K | 0.03% | +6,806+99.8% | Added |
| International Assets Investment Management, LLC | 13,558 | $204.0K | 0.04% | −377−2.7% | Reduced |
| AlphaStar Capital Management, LLC | 13,194 | $202.0K | 0.02% | −401−2.9% | Reduced |
| Alterna Wealth Management, Inc | 13,184 | $198.0K | 0.16% | +13,184 | New |
| 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 |
| WealthPLAN Partners, LLC | 12,677 | $189.0K | 0.01% | +49+0.4% | Added |
| 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 |
| 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 |
| M&T Bank Corp | 12,038 | $181.0K | 0.00% | −1,121−8.5% | Reduced |
| BTC Capital Management, Inc. | 12,000 | $180.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Sandy Spring Bank | 11,730 | $176.0K | 0.01% | +259+2.3% | Added |
| Paragon Capital Management Ltd | 11,608 | $175.0K | 0.03% | −137−1.2% | Reduced |
| 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 |
| King Luther Capital Management Corp | 11,395 | $171.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wealthspire Advisors, LLC | 11,259 | $169.0K | 0.00% | +11,259 | 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 |
| 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 |
| 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 |
| Oak Thistle LLC | 10,772 | $162.0K | 0.13% | +10,772 | New |
| IHT Wealth Management, LLC | 10,663 | $160.0K | 0.01% | +79+0.7% | Added |
| Metropolitan Life Insurance Co | 10,454 | $157.2K | 0.00% | +29+0.3% | Added |
| Verition Fund Management LLC | 10,446 | $157.0K | 0.00% | +10,446 | New |
| United Capital Financial Advisers, LLC | 10,318 | $155.0K | 0.00% | +10,318 | New |
| BLB&B Advisors, LLC | 10,250 | $154.0K | 0.01% | −2,815−21.5% | 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 |
| Baird Financial Group, Inc. | 10,115 | $152.0K | 0.00% | −3,083−23.4% | Reduced |
| 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 |
| Newbridge Financial Services Group, Inc. | 9,486 | $143.0K | 0.07% | +972+11.4% | Added |
| Proffitt & Goodson Inc | 9,469 | $142.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,993 | $135.0K | 0.00% | −1,469−14.0% | Reduced |
| Ahrens Investment Partners LLC | 7,700 | $116.0K | 0.05% | −4,100−34.7% | Reduced |
| Spire Wealth Management | 7,632 | $115.0K | 0.00% | +934+13.9% | Added |
| Snowden Capital Advisors LLC | 7,390 | $111.0K | 0.01% | −3,076−29.4% | Reduced |
| American Portfolios Advisors | 6,691 | $100.6K | 0.00% | −2,804−29.5% | Reduced |
| Vestcor Inc | 6,479 | $97.0K | 0.00% | −1,285−16.6% | Reduced |
| Geneos Wealth Management Inc. | 6,298 | $94.0K | 0.00% | +3,012+91.7% | Added |
| Fifth Third Bancorp | 6,152 | $93.0K | 0.00% | +200+3.4% | Added |
| CWM, LLC | 5,894 | $89.0K | 0.00% | +5,894 | New |
| Covestor Ltd | 5,939 | $89.0K | 0.12% | +5,939 | New |
| NEXT Financial Group, Inc | 5,791 | $87.0K | 0.01% | +5,191+865.2% | Added |
| American International Group, Inc. | 5,631 | $85.0K | 0.00% | −208−3.6% | Reduced |
| 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 |
| Clearview Wealth Advisors LLC | 5,320 | $80.0K | 0.05% | +5,320 | New |
| Carolina Wealth Advisors, LLC | 4,905 | $74.0K | 0.04% | +114+2.4% | Added |
| Pacer Advisors, Inc. | 4,164 | $63.0K | 0.00% | +201+5.1% | 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 |
| 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 |
| 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 |
| Baldrige Asset Management LLC | 2,360 | $35.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,250 | $34.0K | 0.02% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 2,119 | $32.0K | 0.00% | +173+8.9% | Added |
| 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 |