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 2022
Institutional positions in AGNC Investment Corp. as of Dec 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
- 430
- +12 vs. Q3 2022
- Shares held
- 263.8M
- +21.0M (+8.6%) vs. Q3 2022
- Total value
- $2.73B
- +$685.5M (+33.5%) vs. Q3 2022
- New holders
- 91
- 182 more added
- Sold out
- 79
- 102 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lockheed Martin Investment Management Co | 19,184 | $0 | 0.00% | −1,000−5.0% | Reduced |
| 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% | +5 | New |
| VitalStone Financial, LLC | 3 | $0 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 24 | $248 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 29 | $300 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 37 | $383 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $486 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 68 | $704 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 89 | $749 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 89 | $921 | 0.00% | +89 | New |
| National Bank of Canada | 90 | $931 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 92 | $1.00K | 0.00% | +4+4.5% | Added |
| Farther Finance Advisors, LLC | 100 | $1.03K | 0.00% | +100 | New |
| Comerica Securities,inc. | 101 | $1.06K | 0.00% | +101 | New |
| Fiduciary Alliance LLC | 108 | $1.11K | 0.00% | +108 | New |
| Truvestments Capital LLC | 113 | $1.17K | 0.00% | +113 | New |
| Cary Street Partner Investment Advisory LLC | 128 | $1.32K | 0.00% | +128 | New |
| Private Advisor Group, LLC | 136,488 | $1.41K | 0.00% | +22,468+19.7% | Added |
| Crewe Advisors LLC | 142 | $1.47K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 148 | $1.63K | 0.00% | +148 | New |
| Bellwether Advisors, LLC | 162 | $1.68K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 225 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 164 | $2.00K | 0.00% | +164 | New |
| Sargent Bickham Lagudis LLC | 195 | $2.02K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $2.07K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 200 | $2.07K | 0.00% | +200 | New |
| Sugarloaf Wealth Management, LLC | 233 | $2.41K | 0.00% | −6,697−96.6% | Reduced |
| Archer Investment Corp | 238 | $2.46K | 0.00% | +100+72.5% | Added |
| Harbor Investment Advisory, LLC | 241 | $2.49K | 0.00% | +181+301.7% | Added |
| TD Waterhouse Canada Inc. | 250 | $2.61K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 295 | $3.06K | 0.00% | +12+4.2% | Added |
| SRS Capital Advisors, Inc. | 296 | $3.06K | 0.00% | +296 | New |
| Glass Jacobson Investment Advisors llc | 300 | $3.10K | 0.00% | +300 | New |
| Parkside Financial Bank & Trust | 373 | $3.86K | 0.00% | +245+191.4% | Added |
| Asset Dedication, LLC | 403 | $4.00K | 0.00% | +402+40,200.0% | Added |
| Massmutual Trust Co FSB | 409 | $4.00K | 0.00% | +409 | New |
| Byrne Asset Management LLC | 400 | $4.14K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 424 | $4.39K | 0.00% | +424 | New |
| Earnest Partners LLC | 438 | $4.53K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 459 | $4.75K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 460 | $4.76K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 520 | $5.00K | 0.00% | +520 | New |
| Versant Capital Management, Inc | 489 | $5.06K | 0.00% | −640−56.7% | Reduced |
| ICA Group Wealth Management, LLC | 505 | $5.60K | 0.00% | +505 | New |
| American National Bank | 590 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 611 | $6.00K | 0.00% | +578+1,751.5% | Added |
| Quadrant Capital Group LLC | 590 | $6.11K | 0.00% | −438−42.6% | Reduced |
| Wolff Wiese Magana LLC | 600 | $6.21K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 700 | $7.25K | 0.00% | +700 | New |
| Creative Financial Designs Inc | 725 | $7.50K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 763 | $7.90K | 0.00% | +763 | New |
| Bell Investment Advisors, Inc | 828 | $8.57K | 0.00% | +130+18.6% | Added |
| Proequities, Inc. | 825 | $8.64K | 0.00% | +825 | New |
| Oakworth Capital, Inc. | 846 | $8.76K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 861 | $8.91K | 0.00% | +758+735.9% | Added |
| Financial Connections Group, Inc. | 1,149 | $11.0K | 0.01% | +46+4.2% | Added |
| EWG Elevate Inc. | 1,072 | $11.1K | 0.01% | +1,072 | New |
| Tortoise Investment Management, LLC | 1,257 | $13.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,314 | $13.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $17.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,250 | $18.7K | 0.00% | +4,250 | New |
| JJJ Advisors Inc. | 1,718 | $19.4K | 0.01% | +260+17.8% | Added |
| Lindbrook Capital, LLC | 1,942 | $20.1K | 0.00% | +469+31.8% | Added |
| Private Trust Co NA | 2,025 | $21.0K | 0.00% | −378−15.7% | Reduced |
| Kozak & Associates, Inc. | 2,144 | $22.0K | 0.01% | +84+4.1% | Added |
| Highlander Capital Management, LLC | 2,250 | $23.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,192 | $23.0K | 0.02% | +2,192 | New |
| Baldrige Asset Management LLC | 2,360 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,424 | $25.1K | 0.00% | −1,515−38.5% | Reduced |
| Proffitt & Goodson Inc | 2,469 | $25.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,616 | $27.1K | 0.01% | +2,616 | New |
| Coppell Advisory Solutions Corp. | 2,616 | $27.1K | 0.01% | +2,616 | New |
| Allworth Financial LP | 2,962 | $30.7K | 0.00% | +826+38.7% | Added |
| Front Row Advisors LLC | 3,000 | $31.0K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,024 | $31.3K | 0.02% | +2,224+278.0% | Added |
| Larson Financial Group LLC | 3,057 | $31.6K | 0.00% | +148+5.1% | Added |
| Huntington National Bank | 3,133 | $32.4K | 0.00% | +3,132+313,200.0% | Added |
| Salem Investment Counselors Inc | 3,154 | $33.0K | 0.00% | +154+5.1% | Added |
| Carmichael Hill & Associates, Inc. | 3,395 | $35.1K | 0.02% | +737+27.7% | Added |
| Silicon Valley Capital Partners | 3,500 | $36.2K | 0.01% | +3,500 | New |
| Northwestern Mutual Wealth Management Co | 3,580 | $37.1K | 0.00% | +2,015+128.8% | Added |
| EverSource Wealth Advisors, LLC | 3,666 | $37.9K | 0.01% | +2,351+178.8% | Added |
| Worth Asset Management, LLC | 3,732 | $38.6K | 0.03% | +297+8.6% | Added |
| Geneos Wealth Management Inc. | 4,000 | $41.4K | 0.00% | −500−11.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,000 | $41.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 4,049 | $42.0K | 0.00% | −1,220,831−99.7% | Reduced |
| Fifth Third Bancorp | 4,200 | $43.5K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,300 | $44.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,400 | $45.0K | 0.00% | −695−22.5% | Reduced |
| Spire Wealth Management | 4,412 | $46.0K | 0.00% | +1,297+41.6% | Added |
| Gradient Investments LLC | 4,542 | $47.0K | 0.00% | +3,842+548.9% | Added |
| Deseret Mutual Benefit Administrators | 4,563 | $47.2K | 0.02% | −5,015−52.4% | Reduced |
| Armstrong Advisory Group, Inc | 4,564 | $47.2K | 0.01% | +4,564 | New |
| Hexagon Capital Partners LLC | 5,050 | $52.3K | 0.02% | +3,700+274.1% | Added |
| Global Retirement Partners, LLC | 5,676 | $58.7K | 0.00% | +21+0.4% | Added |
| American International Group, Inc. | 5,868 | $60.7K | 0.00% | +390+7.1% | Added |