Skip to main content

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.

Other share classesAGNCLAGNCMAGNCNAGNCOAGNCPAGNCZ

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.

Institutional holdersQ3 2022: 422 institutions
Q1 2021: 466 institutionsQ2 2021: 472 institutionsQ3 2021: 478 institutionsQ4 2021: 482 institutionsQ1 2022: 469 institutionsQ2 2022: 423 institutionsQ3 2022: 422 institutionsQ4 2022: 430 institutionsQ1 2023: 439 institutionsQ2 2023: 432 institutionsQ3 2023: 431 institutionsQ4 2023: 468 institutionsQ1 2024: 473 institutionsQ2 2024: 474 institutionsQ3 2024: 526 institutionsQ4 2024: 550 institutionsQ1 2025: 565 institutionsQ2 2025: 567 institutionsQ3 2025: 601 institutionsQ4 2025: 647 institutionsQ1 2026: 679 institutionsQ2 2026: 704 institutions
Value heldQ3 2022: $2.05B
Q1 2021: $4.53BQ2 2021: $4.60BQ3 2021: $4.16BQ4 2021: $3.71BQ1 2022: $3.25BQ2 2022: $2.53BQ3 2022: $2.05BQ4 2022: $2.73BQ1 2023: $2.59BQ2 2023: $2.46BQ3 2023: $2.39BQ4 2023: $2.63BQ1 2024: $2.80BQ2 2024: $2.72BQ3 2024: $3.56BQ4 2024: $3.23BQ1 2025: $3.85BQ2 2025: $3.94BQ3 2025: $3.78BQ4 2025: $4.48BQ1 2026: $4.30BQ2 2026: $5.19B
Institutions holding AGNC and their total value by quarter
QuarterHoldersValue
Q2 2026704$5.19B
Q1 2026679$4.30B
Q4 2025647$4.48B
Q3 2025601$3.78B
Q2 2025567$3.94B
Q1 2025565$3.85B
Q4 2024550$3.23B
Q3 2024526$3.56B
Q2 2024474$2.72B
Q1 2024473$2.80B
Q4 2023468$2.63B
Q3 2023431$2.39B
Q2 2023432$2.46B
Q1 2023439$2.59B
Q4 2022430$2.73B
Q3 2022422$2.05B
Q2 2022423$2.53B
Q1 2022469$3.25B
Q4 2021482$3.71B
Q3 2021478$4.16B
Q2 2021472$4.60B
Q1 2021466$4.53B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q2 2022.

Institutions holding AGNC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Deseret Mutual Benefit Administrators9,578$81.0K0.02%−802−7.7%Reduced
Running Point Capital Advisors, LLC10,000$84.0K0.06%−95−0.9%Reduced
CIBC Private Wealth Group, LLC10,000$84.0K0.00%00.0%Unchanged
RWM Asset Management, LLC10,000$84.0K0.02%+10,000New
J.W. Cole Advisors, Inc.10,100$85.0K0.01%−2,723−21.2%Reduced
Gotham Asset Management, LLC10,107$85.0K0.00%+10,107New
Signaturefd, LLC10,258$86.0K0.00%−226−2.2%Reduced
Covestor Ltd10,480$88.0K0.08%−6,053−36.6%Reduced
EP Wealth Advisors, LLC10,625$89.0K0.00%+10,625New
Diametric Capital, LP10,583$89.0K0.04%+10,583New
Two Sigma Advisers, LP10,700$90.0K0.00%+10,700New
MetLife Investment Management10,742$90.4K0.00%−260−2.4%Reduced
Parallax Volatility Advisers, L.P.10,753$91.0K0.00%−14,448−57.3%Reduced
Pekin Hardy Strauss, Inc.11,275$95.0K0.02%−81,260−87.8%Reduced
Raymond James Trust N.A.11,454$96.0K0.00%+11,454New
IHT Wealth Management, LLC11,557$97.0K0.01%+323+2.9%Added
Soltis Investment Advisors LLC11,571$97.0K0.01%+536+4.9%Added
Pinnacle Wealth Planning Services, Inc.11,877$100.0K0.02%+11,877New
BTC Capital Management, Inc.12,000$101.0K0.01%00.0%Unchanged
Hudson Valley Investment Advisors Inc12,000$101.0K0.02%+2,000+20.0%Added
Private Portfolio Partners LLC12,099$101.9K0.03%+950+8.5%Added
Manchester Financial Inc12,150$102.0K0.03%00.0%Unchanged
King Luther Capital Management Corp12,145$102.0K0.00%00.0%Unchanged
Capital Square, LLC12,595$106.0K0.10%−11−0.1%Reduced
M&T Bank Corp12,473$106.0K0.00%+2,077+20.0%Added
Kingsview Wealth Management, LLC12,945$109.0K0.01%+12,945New
Keybank National Association13,070$110.0K0.00%+1,000+8.3%Added
180 Wealth Advisors, LLC13,220$111.0K0.03%+13,220New
Manufacturers Life Insurance Company, The13,289$111.9K0.00%+21+0.2%Added
Meeder Asset Management Inc13,475$113.0K0.01%−5,277−28.1%Reduced
Diligent Investors, LLC13,575$114.0K0.04%+13,575New
Telemetry Investments, L.L.C.13,695$115.0K0.19%+13,695New
Balentine LLC13,824$116.0K0.00%−5,945−30.1%Reduced
Lido Advisors, LLC13,805$116.0K0.00%+13,805New
Vident Investment Advisory, LLC14,332$117.0K0.00%+44+0.3%Added
Founders Financial Alliance, LLC14,062$118.0K0.06%+3,896+38.3%Added
Rothschild Investment Corp14,065$118.0K0.01%+14,065New
Checchi Capital Advisers, LLC14,265$120.0K0.01%−387−2.6%Reduced
Retirement Solution Inc.14,371$121.0K0.06%+162+1.1%Added
Traynor Capital Management, Inc.14,572$122.0K0.02%+1,332+10.1%Added
Mezzasalma Advisors, LLC14,627$123.0K0.10%00.0%Unchanged
Hilton Capital Management, LLC15,000$126.0K0.02%00.0%Unchanged
Los Angeles Capital Management LLC15,031$127.0K0.00%+15,031New
Rockefeller Capital Management L.P.15,273$128.0K0.00%+2,323+17.9%Added
Comerica Bank17,221$131.0K0.00%+244+1.4%Added
Regentatlantic Capital LLC15,616$131.0K0.00%+20.0%Added
SkyOak Wealth, LLC15,499$131.0K0.05%00.0%Unchanged
Mission Wealth Management, LP15,568$131.0K0.01%+2,000+14.7%Added
Samalin Investment Counsel, LLC15,852$133.0K0.10%+451+2.9%Added
United Capital Financial Advisers, LLC15,958$134.0K0.00%+5,432+51.6%Added
Cutter & CO Brokerage, Inc.16,170$136.0K0.05%00.0%Unchanged
Parallel Advisors, LLC16,211$136.0K0.01%+2,076+14.7%Added
RFG Advisory, LLC15,902$136.0K0.01%+15,902New
RMB Capital Management, LLC16,404$138.0K0.01%+16,404New
Bayesian Capital Management, LP16,400$138.0K0.03%+16,400New
SeaCrest Wealth Management, LLC16,825$142.0K0.02%+8,750+108.4%Added
Navis Wealth Advisors, LLC17,000$143.0K0.22%00.0%Unchanged
Autumn Glory Partners, LLC16,995$143.0K0.10%00.0%Unchanged
Castleview Partners, LLC17,818$150.0K0.14%+9,097+104.3%Added
Paragon Capital Management Ltd17,917$151.0K0.04%−474−2.6%Reduced
Northern Oak Wealth Management Inc17,965$151.0K0.02%00.0%Unchanged
PFG Advisors18,540$156.0K0.02%+24+0.1%Added
Corton Capital Inc.18,615$157.0K0.19%+7,963+74.8%Added
Toroso Investments, LLC18,821$158.0K0.01%+1,432+8.2%Added
Delphia (USA) Inc.18,961$160.0K0.18%+6,780+55.7%Added
Dana Investment Advisors, Inc.19,371$163.0K0.01%+19,371New
Evoke Wealth, LLC19,235$164.0K0.01%00.0%Unchanged
Beacon Pointe Advisors, LLC19,760$167.0K0.00%+339+1.7%Added
J. W. Coons Advisors, LLC20,000$168.0K0.06%00.0%Unchanged
Lockheed Martin Investment Management Co20,184$169.0K0.01%−6,200−23.5%Reduced
Belpointe Asset Management LLC20,061$169.0K0.01%−2,744−12.0%Reduced
Camelot Portfolios, LLC20,590$173.0K0.16%−7,255−26.1%Reduced
AlphaStar Capital Management, LLC20,709$174.0K0.02%+137+0.7%Added
CIBC Asset Management Inc20,962$177.0K0.00%+500+2.4%Added
Russell Investments Group, Ltd.21,272$179.0K0.00%−4,777−18.3%Reduced
Newbridge Financial Services Group, Inc.21,973$185.0K0.11%+10,253+87.5%Added
Berger Financial Group, Inc22,114$186.0K0.03%+22,114New
Wolverine Trading, LLC21,633$188.0K0.01%+21,633New
Sigma Planning Corp22,602$190.0K0.01%+5,359+31.1%Added
WealthPlan Investment Management, LLC19,677$193.0K0.01%+19,677New
Selective Wealth Management, Inc.23,056$194.0K0.08%−6,341−21.6%Reduced
Tower Research Capital LLC (TRC)23,308$197.0K0.00%+13,338+133.8%Added
Cerity Partners LLC23,461$198.0K0.00%−1,116−4.5%Reduced
Park Avenue Securities LLC24,358$205.0K0.00%+2,978+13.9%Added
Wiley Bros.-Aintree Capital, LLC24,642$207.0K0.12%−2,885−10.5%Reduced
TownSquare Capital, LLC26,302$221.0K0.01%+8,169+45.1%Added
Equitable Holdings, Inc.26,490$223.0K0.00%+9,876+59.4%Added
IMC-Chicago, LLC26,884$226.0K0.02%−18,438−40.7%Reduced
Benjamin F. Edwards & Company, Inc.26,823$226.0K0.01%+1,489+5.9%Added
U.S. Capital Wealth Advisors, LLC27,100$228.0K0.01%−3,500−11.4%Reduced
Western Wealth Management, LLC28,333$232.0K0.01%+132+0.5%Added
Quantamental Technologies LLC27,708$233.0K0.09%+27,708New
E&G Advisors, LP27,755$234.0K0.09%−1,060−3.7%Reduced
Allstate Corp27,760$234.0K0.01%−279−1.0%Reduced
Cetera Advisors LLC28,079$236.0K0.01%+5,000+21.7%Added
Foster Victor Wealth Advisors, LLC29,483$242.0K0.04%+763+2.7%Added
Yousif Capital Management, LLC28,851$243.0K0.00%−2,070−6.7%Reduced
Brookstone Capital Management32,096$257.0K0.01%+2,768+9.4%Added
Sheaff Brock Investment Advisors, LLC30,836$260.0K0.03%+2,099+7.3%Added
Intech Investment Management LLC30,925$260.4K0.00%+30,925New