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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 2,116 | $31.0K | 0.00% | +2,116 | New |
| Atlas Capital Advisors LLC | 2,000 | $30.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,975 | $30.0K | 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 |
| Fieldpoint Private Securities, LLC | 1,810 | $27.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $26.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,585 | $24.0K | 0.00% | +20+1.3% | Added |
| JJJ Advisors Inc. | 1,458 | $22.0K | 0.01% | −37−2.5% | Reduced |
| Tortoise Investment Management, LLC | 1,257 | $19.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Larson Financial Group LLC | 1,038 | $16.0K | 0.00% | +153+17.3% | Added |
| 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 |
| 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 |
| Eaton Vance Management | 800 | $12.0K | 0.00% | −230,590−99.7% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Kelly Financial Services LLC | 459 | $6.90K | 0.00% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 320 | $5.00K | 0.00% | +320 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 356 | $5.00K | 0.00% | +356 | 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 |
| 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 |
| Estabrook Capital Management | 151 | $2.27K | 0.00% | +151 | New |
| Rise Advisors, LLC | 151 | $2.26K | 0.00% | +151 | New |
| TD Private Client Wealth LLC | 148 | $2.23K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 138 | $2.08K | 0.00% | +138 | 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 |
| 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 |
| Raffa Wealth Management, LLC | 47 | $707 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 24 | $361 | 0.00% | 00.0% | Unchanged |
| 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 |
| Castleview Partners, LLC | 751,879 | – | – | +751,879 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,455,390−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −299,636−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −248,994−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −236,800−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −218,838−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −187,933−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −125,006−100.0% | Sold out |
| Kennicott Capital Management LLC | 0 | $0 | 0.00% | −113,888−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −112,129−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −107,416−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −105,362−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −102,934−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −86,530−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −65,392−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −46,500−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −33,366−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −32,496−100.0% | Sold out |
| Red Cedar Investment Management, LLC | 0 | $0 | 0.00% | −31,035−100.0% | Sold out |