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, Q3 2022
Institutional positions in AGNC Investment Corp. as of Sep 30, 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
- 422
- +4 vs. Q2 2022
- Shares held
- 242.9M
- +14.0M (+6.1%) vs. Q2 2022
- Total value
- $2.05B
- −$482.6M (−19.1%) vs. Q2 2022
- New holders
- 62
- 162 more added
- Sold out
- 58
- 114 more reduced
5 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strengthening Families & Communities, LLC | 88 | $0 | 0.00% | +5+6.0% | Added |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 6 | $0 | 0.00% | −54−90.0% | Reduced |
| TCI Wealth Advisors, Inc. | 29 | $0 | 0.00% | −10−25.6% | Reduced |
| Eukles Asset Management | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $0 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 33 | $0 | 0.00% | +33 | New |
| Global Financial Private Client, LLC | 24 | $204 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $396 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 102 | $1.00K | 0.00% | −631−86.1% | Reduced |
| Crewe Advisors LLC | 142 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 167 | $1.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 128 | $1.00K | 0.00% | +57+80.3% | Added |
| Glassman Wealth Services | 103 | $1.00K | 0.00% | +38+58.5% | Added |
| BerganKDV Wealth Management, LLC | 87 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 89 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 162 | $1.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 60 | $1.00K | 0.00% | +23+62.2% | Added |
| Stonebridge Capital Advisors LLC | 65 | $1.00K | 0.00% | +65 | New |
| Householder Group Estate & Retirement Specialist, LLC | 225 | $1.00K | 0.00% | +225 | New |
| Archer Investment Corp | 138 | $1.16K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 195 | $2.00K | 0.00% | +195 | New |
| TD Waterhouse Canada Inc. | 250 | $2.13K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 283 | $2.38K | 0.00% | +283 | New |
| HM Payson & Co | 355 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 367 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 459 | $3.87K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 438 | $4.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 460 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 597 | $5.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 590 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 550 | $5.00K | 0.00% | +550 | New |
| Bell Investment Advisors, Inc | 698 | $6.00K | 0.00% | −353−33.6% | Reduced |
| Creative Financial Designs Inc | 725 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 700 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 846 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 821 | $7.00K | 0.00% | +821 | New |
| Disciplined Investments, LLC | 990 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,028 | $9.00K | 0.00% | −222−17.8% | Reduced |
| NVWM, LLC | 1,100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,038 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,103 | $9.00K | 0.01% | +32+3.0% | Added |
| Johnson Financial Group, Inc. | 1,230 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,129 | $10.0K | 0.00% | +937+488.0% | Added |
| JJJ Advisors Inc. | 1,458 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,350 | $11.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,314 | $11.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,263 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,257 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,315 | $11.0K | 0.00% | +1,107+532.2% | Added |
| Cutler Group LP | 1,325 | $11.0K | 0.00% | +1,325 | New |
| Lindbrook Capital, LLC | 1,473 | $12.0K | 0.00% | +231+18.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,565 | $13.0K | 0.00% | −2,390−60.4% | Reduced |
| Cornerstone Management, Inc. | 1,700 | $14.3K | 0.00% | +1,700 | New |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $15.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 2,065 | $17.0K | 0.00% | +902+77.6% | Added |
| Kozak & Associates, Inc. | 2,060 | $17.0K | 0.01% | +2,060 | New |
| Allworth Financial LP | 2,136 | $18.0K | 0.00% | −868−28.9% | Reduced |
| Highlander Capital Management, LLC | 2,250 | $19.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,403 | $20.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 2,360 | $20.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2,469 | $21.0K | 0.00% | −7,000−73.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,658 | $22.0K | 0.01% | +2,658 | New |
| Larson Financial Group LLC | 2,909 | $24.0K | 0.00% | +1,871+180.3% | Added |
| GPS Wealth Strategies Group, LLC | 3,000 | $25.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,115 | $26.0K | 0.00% | −1,500−32.5% | Reduced |
| Salem Investment Counselors Inc | 3,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 3,435 | $29.0K | 0.02% | +545+18.9% | Added |
| Ellevest, Inc. | 3,939 | $33.0K | 0.00% | −1,782−31.1% | Reduced |
| Baldwin Brothers Inc | 4,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 4,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,200 | $35.0K | 0.00% | −1,575−27.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,300 | $36.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,500 | $37.0K | 0.00% | −12,606−73.7% | Reduced |
| Clear Street Markets LLC | 4,700 | $40.0K | 0.01% | −5,400−53.5% | Reduced |
| Bessemer Group Inc | 5,130 | $43.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,655 | $46.0K | 0.00% | +35+0.6% | Added |
| American International Group, Inc. | 5,478 | $46.0K | 0.00% | +13+0.2% | Added |
| American Portfolios Advisors | 5,737 | $48.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 6,520 | $55.0K | 0.00% | +590+9.9% | Added |
| Almanack Investment Partners, LLC. | 6,632 | $56.0K | 0.01% | +6,632 | New |
| Ossiam | 6,807 | $57.0K | 0.00% | +6,807 | New |
| Sugarloaf Wealth Management, LLC | 6,930 | $59.0K | 0.02% | +6,780+4,520.0% | Added |
| IFP Advisors, Inc | 3,095 | $60.0K | 0.00% | +1,168+60.6% | Added |
| Tompkins Financial Corp | 7,250 | $61.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 8,523 | $72.0K | 0.01% | −438−4.9% | Reduced |
| Nomura Asset Management Co Ltd | 8,828 | $74.3K | 0.00% | −16,941−65.7% | Reduced |
| CWM, LLC | 9,139 | $77.0K | 0.00% | +1,504+19.7% | Added |