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 |
|---|---|---|---|---|---|
| AIA Group Ltd | 6,107 | $80.0K | 0.00% | +2,138+53.9% | Added |
| CWM, LLC | 6,672 | $87.0K | 0.00% | +778+13.2% | Added |
| Spire Wealth Management | 6,998 | $92.0K | 0.00% | −634−8.3% | Reduced |
| Tompkins Financial Corp | 7,250 | $95.0K | 0.01% | +7,250 | New |
| Geneos Wealth Management Inc. | 7,648 | $100.0K | 0.00% | +1,350+21.4% | Added |
| Vestcor Inc | 8,304 | $109.0K | 0.00% | +1,825+28.2% | Added |
| Signaturefd, LLC | 8,786 | $115.0K | 0.00% | −207−2.3% | Reduced |
| Tradition Wealth Management, LLC | 8,961 | $117.0K | 0.01% | −4,663−34.2% | Reduced |
| American Portfolios Advisors | 9,258 | $121.3K | 0.00% | +2,567+38.4% | Added |
| Newbridge Financial Services Group, Inc. | 9,501 | $124.0K | 0.06% | +15+0.2% | Added |
| Proffitt & Goodson Inc | 9,469 | $124.0K | 0.02% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 10,000 | $131.0K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10,000 | $131.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 10,000 | $131.0K | 0.02% | +10,000 | New |
| Running Point Capital Advisors, LLC | 10,095 | $132.0K | 0.08% | +10,095 | New |
| ING Groep NV | 10,140 | $133.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,126 | $133.0K | 0.00% | +10,126 | New |
| Range Financial Group LLC | 10,145 | $133.0K | 0.08% | +10,145 | New |
| United Capital Financial Advisers, LLC | 10,318 | $135.0K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,374 | $136.0K | 0.01% | −6,555−38.7% | Reduced |
| Deseret Mutual Benefit Administrators | 10,380 | $136.0K | 0.03% | −944−8.3% | Reduced |
| MetLife Investment Management | 10,479 | $137.3K | 0.00% | +10,479 | New |
| Ballentine Partners, LLC | 10,525 | $138.0K | 0.00% | +10,525 | New |
| WealthPLAN Partners, LLC | 12,677 | $139.0K | 0.01% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 12,677 | $139.0K | 0.01% | +12,677 | New |
| M&T Bank Corp | 10,889 | $142.0K | 0.00% | −1,149−9.5% | Reduced |
| Nixon Peabody Trust Co | 10,890 | $143.0K | 0.05% | 00.0% | Unchanged |
| Satovsky Asset Management LLC | 11,000 | $144.0K | 0.10% | +11,000 | New |
| Founders Financial Alliance, LLC | 11,153 | $146.0K | 0.06% | −281−2.5% | Reduced |
| Botty Investors LLC | 11,010 | $146.0K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,115 | $146.0K | 0.01% | +452+4.2% | Added |
| International Assets Investment Management, LLC | 11,225 | $147.0K | 0.03% | −2,333−17.2% | Reduced |
| Checchi Capital Advisers, LLC | 11,266 | $148.0K | 0.02% | +376+3.5% | Added |
| Panagora Asset Management Inc | 11,711 | $153.0K | 0.00% | +249+2.2% | Added |
| Commerce Bank | 11,643 | $153.0K | 0.00% | +514+4.6% | Added |
| BTC Capital Management, Inc. | 12,000 | $157.0K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 11,999 | $157.0K | 0.03% | +391+3.4% | Added |
| Manchester Financial Inc | 12,150 | $159.0K | 0.06% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 12,145 | $159.0K | 0.00% | +750+6.6% | Added |
| Natixis Investment Managers International | 12,211 | $159.0K | 0.00% | +12,211 | New |
| Apollon Wealth Management, LLC | 12,218 | $160.0K | 0.01% | +301+2.5% | Added |
| Money Concepts Capital Corp | 12,267 | $161.0K | 0.01% | +12,267 | New |
| Inspire Advisors, LLC | 12,289 | $161.0K | 0.05% | +12,289 | New |
| B. Metzler seel. Sohn & Co. AG | 12,301 | $161.0K | 0.00% | +12,301 | New |
| Colonial River Wealth Management, LLC | 12,332 | $162.0K | 0.09% | −7,603−38.1% | Reduced |
| Alphasimplex Group, LLC | 12,922 | $169.0K | 0.62% | −12,223−48.6% | Reduced |
| AlphaStar Capital Management, LLC | 12,895 | $169.0K | 0.01% | −299−2.3% | Reduced |
| Prudential PLC | 13,103 | $172.0K | 0.00% | +13,103 | New |
| Snowden Capital Advisors LLC | 13,246 | $173.0K | 0.01% | +5,856+79.2% | Added |
| BT Wealth Management LLC | 13,500 | $177.0K | 0.05% | +850+6.7% | Added |
| Manufacturers Life Insurance Company, The | 13,524 | $177.2K | 0.00% | +13,524 | New |
| Vident Investment Advisory, LLC | 13,910 | $182.0K | 0.00% | +16+0.1% | Added |
| Capital Square, LLC | 14,123 | $185.0K | 0.13% | +1,582+12.6% | Added |
| Mission Wealth Management, LP | 14,218 | $186.0K | 0.01% | +2,905+25.7% | Added |
| Park Avenue Securities LLC | 14,380 | $188.0K | 0.00% | +1,764+14.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,531 | $190.0K | 0.01% | −100,520−87.4% | Reduced |
| Keybank National Association | 14,571 | $191.0K | 0.00% | +2,081+16.7% | Added |
| Regentatlantic Capital LLC | 14,856 | $195.0K | 0.01% | +664+4.7% | Added |
| Retirement Solution Inc. | 14,901 | $195.0K | 0.09% | +886+6.3% | Added |
| Hilton Capital Management, LLC | 15,000 | $197.0K | 0.02% | −28,799−65.8% | Reduced |
| Tower Research Capital LLC (TRC) | 15,520 | $203.0K | 0.00% | −6,945−30.9% | Reduced |
| Altshuler Shaham Ltd | 15,572 | $205.0K | 0.00% | +1,197+8.3% | Added |
| Crescent Grove Advisors, LLC | 15,490 | $205.0K | 0.02% | +15,490 | New |
| Parallel Advisors, LLC | 15,778 | $209.0K | 0.01% | +3,855+32.3% | Added |
| Advisory Services Network, LLC | 16,049 | $210.0K | 0.01% | +16,049 | New |
| Cutter & CO Brokerage, Inc. | 16,170 | $212.0K | 0.06% | +1,900+13.3% | Added |
| Rockefeller Capital Management L.P. | 16,313 | $213.0K | 0.00% | −1,528−8.6% | Reduced |
| Mariner, LLC | 16,422 | $215.0K | 0.00% | +16,422 | New |
| Sigma Planning Corp | 16,587 | $217.0K | 0.01% | +2,371+16.7% | Added |
| Meeder Asset Management Inc | 16,946 | $222.0K | 0.01% | +16,946 | New |
| Navis Wealth Advisors, LLC | 17,000 | $223.0K | 0.20% | −3,250−16.0% | Reduced |
| Cerity Partners LLC | 17,007 | $223.0K | 0.00% | −799−4.5% | Reduced |
| Kingsview Wealth Management, LLC | 17,532 | $229.7K | 0.01% | +1,116+6.8% | Added |
| Bessemer Group Inc | 17,630 | $231.0K | 0.00% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 17,857 | $234.0K | 0.01% | −858−4.6% | Reduced |
| Northern Oak Wealth Management Inc | 17,965 | $235.0K | 0.03% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 17,965 | $235.0K | 0.20% | +4,781+36.3% | Added |
| Comerica Bank | 19,821 | $238.0K | 0.00% | −523−2.6% | Reduced |
| Financial Advocates Investment Management | 18,230 | $239.0K | 0.02% | +18,230 | New |
| PFG Advisors | 18,516 | $243.0K | 0.02% | −259−1.4% | Reduced |
| Selective Wealth Management, Inc. | 18,623 | $244.0K | 0.09% | +15,823+565.1% | Added |
| Mirabella Financial Services LLP | 18,631 | $244.0K | 0.03% | +18,631 | New |
| Evoke Wealth, LLC | 19,235 | $254.0K | 0.01% | 00.0% | Unchanged |
| Agf Investments Inc. | 19,656 | $257.0K | 0.00% | −2,036−9.4% | Reduced |
| Firethorn Wealth Partners, LLC | 19,856 | $260.0K | 0.20% | +2,595+15.0% | Added |
| J. W. Coons Advisors, LLC | 20,000 | $262.0K | 0.08% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 20,000 | $262.0K | 0.11% | 00.0% | Unchanged |
| Barings LLC | 19,989 | $262.0K | 0.01% | +239+1.2% | Added |
| Castleview Partners, LLC | 20,118 | $263.0K | 0.16% | −731,761−97.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,341 | $266.5K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 20,453 | $268.0K | 0.15% | +20,453 | New |
| Parallax Volatility Advisers, L.P. | 20,813 | $273.0K | 0.01% | −28,506−57.8% | Reduced |
| Transcend Wealth Collective, LLC | 21,700 | $284.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 22,480 | $296.0K | 0.00% | +4,867+27.6% | Added |
| Balentine LLC | 22,703 | $297.0K | 0.01% | +7,933+53.7% | Added |
| Brio Consultants, LLC | 22,703 | $297.0K | 0.06% | +22,703 | New |
| All Season Financial Advisors, Inc. | 23,210 | $304.0K | 0.22% | +3,556+18.1% | Added |
| Equitable Holdings, Inc. | 23,354 | $306.0K | 0.01% | −16,995−42.1% | Reduced |
| NuWave Investment Management, LLC | 23,453 | $307.0K | 0.41% | +3,890+19.9% | Added |
| Claraphi Advisory Network, LLC | 23,660 | $310.0K | 0.09% | −22,232−48.4% | Reduced |