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, Q1 2022
Institutional positions in AGNC Investment Corp. as of Mar 31, 2022. 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
- 469
- −3 vs. Q4 2021
- Shares held
- 248.1M
- +945.8K (+0.4%) vs. Q4 2021
- Total value
- $3.25B
- −$453.6M (−12.2%) vs. Q4 2021
- New holders
- 67
- 169 more added
- Sold out
- 70
- 153 more reduced
10 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Neo Ivy Capital Management | 56 | $0 | 0.00% | −16,064−99.7% | Reduced |
| Massmutual Trust Co FSB | 38 | $0 | 0.00% | −172−81.9% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | −100−99.0% | Reduced |
| Ci Investments Inc. | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 65 | $0 | 0.00% | +1+1.6% | Added |
| Eukles Asset Management | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 33 | $0 | 0.00% | +33 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Beacon Capital Management, LLC | 37 | $0 | 0.00% | +37 | New |
| Global Financial Private Client, LLC | 24 | $316 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $616 | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 87 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 89 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 83 | $1.00K | 0.00% | +2+2.5% | Added |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | +100 | New |
| Candriam Luxembourg S.C.A. | 79 | $1.00K | 0.00% | +79 | New |
| Costello Asset Management, INC | 100 | $1.00K | 0.00% | +100 | New |
| Archer Investment Corp | 138 | $1.72K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 148 | $1.94K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 120 | $2.00K | 0.00% | −5,200−97.7% | Reduced |
| TCI Wealth Advisors, Inc. | 211 | $2.00K | 0.00% | −677−76.2% | Reduced |
| JNBA Financial Advisors | 165 | $2.00K | 0.00% | −389−70.2% | Reduced |
| Parkside Financial Bank & Trust | 130 | $2.00K | 0.00% | −368−73.9% | Reduced |
| Bellwether Advisors, LLC | 162 | $2.00K | 0.00% | +156+2,600.0% | Added |
| Capital Directions Investment Advisors, LLC | 125 | $2.00K | 0.00% | +125 | New |
| Cutler Group LP | 200 | $2.00K | 0.00% | +200 | New |
| TCWP LLC | 190 | $2.00K | 0.00% | +190 | New |
| EverSource Wealth Advisors, LLC | 208 | $3.00K | 0.00% | −112−35.0% | Reduced |
| Tarbox Family Office, Inc. | 257 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 192 | $3.00K | 0.00% | +192 | New |
| Motco | 200 | $3.00K | 0.00% | +200 | New |
| Hudock, Inc. | 312 | $4.00K | 0.00% | −212−40.5% | Reduced |
| Glassman Wealth Services | 312 | $4.00K | 0.00% | +223+250.6% | Added |
| Proequities, Inc. | 405 | $5.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 395 | $5.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 367 | $5.00K | 0.00% | +272+286.3% | Added |
| Earnest Partners LLC | 438 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 490 | $6.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 460 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 459 | $6.01K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 500 | $6.55K | 0.00% | +500 | New |
| Zions Bancorporation, N.A. | 549 | $7.00K | 0.00% | −53−8.8% | Reduced |
| Bedel Financial Consulting, Inc. | 555 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 597 | $8.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 590 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $8.00K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 725 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 700 | $9.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 733 | $10.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 745 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $10.0K | 0.01% | +800 | New |
| Oakworth Capital, Inc. | 846 | $11.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 855 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,040 | $13.0K | 0.01% | +25+2.5% | Added |
| Larson Financial Group LLC | 1,038 | $14.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,038 | $14.0K | 0.00% | +8+0.8% | Added |
| NVWM, LLC | 1,100 | $15.0K | 0.00% | +1,100 | New |
| Tortoise Investment Management, LLC | 1,257 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,272 | $17.0K | 0.00% | +682+115.6% | Added |
| Hexagon Capital Partners LLC | 1,350 | $18.0K | 0.00% | +250+22.7% | Added |
| JJJ Advisors Inc. | 1,458 | $19.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 1,500 | $20.0K | 0.00% | +1,500 | New |
| Northwestern Mutual Wealth Management Co | 1,565 | $21.0K | 0.00% | −20−1.3% | Reduced |
| Quadrant Capital Group LLC | 1,677 | $22.0K | 0.00% | −187−10.0% | Reduced |
| National Bank of Canada | 1,753 | $23.0K | 0.00% | −300−14.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $23.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 2,009 | $26.0K | 0.00% | −110−5.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,000 | $26.0K | 0.01% | +25+1.3% | Added |
| O'Dell Group, LLC | 2,000 | $26.0K | 0.01% | +2,000 | New |
| Joseph P. Lucia & Associates, LLC | 2,000 | $26.0K | 0.02% | +2,000 | New |
| Highlander Capital Management, LLC | 2,250 | $29.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,228 | $29.0K | 0.01% | +192+9.4% | Added |
| Baldrige Asset Management LLC | 2,360 | $31.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 2,890 | $35.0K | 0.02% | +2,890 | New |
| Ellevest, Inc. | 2,764 | $36.0K | 0.00% | −1,194−30.2% | Reduced |
| Salem Investment Counselors Inc | 3,000 | $39.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3,000 | $40.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,130 | $41.0K | 0.00% | +350+12.6% | Added |
| RWM Asset Management, LLC | 3,200 | $42.0K | 0.01% | +3,200 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,700 | $49.0K | 0.00% | −17,000−82.1% | Reduced |
| Allworth Financial LP | 3,755 | $49.0K | 0.00% | +2,581+219.8% | Added |
| Baldwin Brothers Inc | 4,000 | $52.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 4,000 | $52.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,053 | $53.0K | 0.00% | +4,053 | New |
| IFP Advisors, Inc | 3,030 | $58.0K | 0.00% | +2,879+1,906.6% | Added |
| Ahrens Investment Partners LLC | 5,000 | $66.0K | 0.02% | −2,700−35.1% | Reduced |
| Global Retirement Partners, LLC | 5,613 | $67.0K | 0.01% | +5,613 | New |
| Clear Street Markets LLC | 5,200 | $68.0K | 0.02% | −24,200−82.3% | Reduced |
| Carolina Wealth Advisors, LLC | 5,179 | $68.0K | 0.04% | +274+5.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,360 | $70.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 5,460 | $71.0K | 0.00% | +100+1.9% | Added |
| American International Group, Inc. | 5,484 | $72.0K | 0.00% | −147−2.6% | Reduced |
| Fifth Third Bancorp | 5,652 | $74.0K | 0.00% | −500−8.1% | Reduced |