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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 6,000 | $62.1K | 0.01% | +2,000+50.0% | Added |
| Ossiam | 6,807 | $70.5K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,250 | $75.0K | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 7,585 | $78.5K | 0.00% | +7,585 | New |
| Catalyst Capital Advisors LLC | 7,970 | $82.5K | 0.00% | +1,450+22.2% | Added |
| Tower Research Capital LLC (TRC) | 9,561 | $99.0K | 0.00% | −13,747−59.0% | Reduced |
| Autumn Glory Partners, LLC | 10,000 | $103.5K | 0.06% | −6,995−41.2% | Reduced |
| Running Point Capital Advisors, LLC | 10,000 | $103.5K | 0.06% | 00.0% | Unchanged |
| TAP Consulting, LLC | 10,000 | $103.5K | 0.03% | +10,000 | New |
| Greenland Capital Management LP | 10,000 | $103.5K | 0.02% | +10,000 | New |
| Stratos Wealth Partners, LTD. | 10,238 | $106.0K | 0.00% | +10,238 | New |
| Vestmark Advisory Solutions, Inc. | 10,543 | $109.1K | 0.01% | +10,543 | New |
| Wealthcare Advisory Partners LLC | 10,642 | $110.1K | 0.01% | +10,642 | New |
| Lyrical Asset Management LP | 13,281 | $111.8K | 0.00% | +13,281 | New |
| Stratos Wealth Advisors, LLC | 10,945 | $113.3K | 0.01% | +10,945 | New |
| CWM, LLC | 10,979 | $114.0K | 0.00% | +1,840+20.1% | Added |
| PEAK6 Investments LLC | 11,034 | $114.2K | 0.01% | −115,648−91.3% | Reduced |
| Keystone Financial Services | 10,405 | $120.7K | 0.06% | +10,405 | New |
| Tradition Wealth Management, LLC | 11,823 | $122.0K | 0.02% | +3,300+38.7% | Added |
| MetLife Investment Management | 11,791 | $122.0K | 0.00% | +1,049+9.8% | Added |
| Verition Fund Management LLC | 11,921 | $123.4K | 0.00% | −122,508−91.1% | Reduced |
| Cooper Financial Group | 11,966 | $123.8K | 0.04% | +11,966 | New |
| BTC Capital Management, Inc. | 12,000 | $124.2K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 12,054 | $124.8K | 0.04% | −3,445−22.2% | Reduced |
| Manchester Financial Inc | 12,150 | $125.8K | 0.03% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 15,000 | $126.0K | 0.02% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 12,208 | $126.0K | 0.10% | +12,208 | New |
| Engineers Gate Manager LP | 12,177 | $126.0K | 0.01% | −34,910−74.1% | Reduced |
| Kula Investments, LLC | 12,245 | $126.7K | 0.04% | +12,245 | New |
| Raymond James Trust N.A. | 12,227 | $127.0K | 0.00% | +773+6.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,295 | $127.3K | 0.06% | −12,347−50.1% | Reduced |
| Soltis Investment Advisors LLC | 12,321 | $127.5K | 0.02% | +750+6.5% | Added |
| Dynamic Advisor Solutions LLC | 12,385 | $128.2K | 0.01% | +12,385 | New |
| Wetherby Asset Management Inc | 12,399 | $128.3K | 0.01% | +12,399 | New |
| Newbridge Financial Services Group, Inc. | 12,480 | $129.2K | 0.07% | −9,493−43.2% | Reduced |
| Checchi Capital Advisers, LLC | 12,584 | $130.2K | 0.01% | −1,681−11.8% | Reduced |
| E&G Advisors, LP | 12,855 | $133.0K | 0.05% | −14,900−53.7% | Reduced |
| Covestor Ltd | 13,178 | $136.0K | 0.11% | +2,698+25.7% | Added |
| Kestra Advisory Services, LLC | 13,208 | $136.7K | 0.00% | +13,208 | New |
| Cubist Systematic Strategies, LLC | 13,414 | $138.8K | 0.00% | −336,072−96.2% | Reduced |
| RFG Advisory, LLC | 11,702 | $140.0K | 0.01% | −4,200−26.4% | Reduced |
| Founders Financial Alliance, LLC | 14,163 | $146.6K | 0.07% | +101+0.7% | Added |
| SeaCrest Wealth Management, LLC | 14,275 | $147.7K | 0.02% | −2,550−15.2% | Reduced |
| US Bancorp | 14,464 | $149.7K | 0.00% | −28,741−66.5% | Reduced |
| Los Angeles Capital Management LLC | 15,031 | $155.6K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 14,919 | $156.2K | 0.01% | +14,919 | New |
| Signaturefd, LLC | 15,390 | $159.3K | 0.00% | +5,132+50.0% | Added |
| Cerity Partners LLC | 15,587 | $161.3K | 0.00% | −7,874−33.6% | Reduced |
| Mission Wealth Management, LP | 15,610 | $161.6K | 0.01% | +42+0.3% | Added |
| Linscomb & Williams, Inc. | 15,612 | $161.6K | 0.01% | +15,612 | New |
| Edgestream Partners, L.P. | 15,722 | $162.7K | 0.02% | −227,055−93.5% | Reduced |
| CIBC Asset Management Inc | 16,112 | $166.8K | 0.00% | −4,850−23.1% | Reduced |
| Jefferies Financial Group Inc. | 16,413 | $169.9K | 0.00% | +16,413 | New |
| 180 Wealth Advisors, LLC | 15,809 | $181.8K | 0.04% | +2,589+19.6% | Added |
| Hudson Valley Investment Advisors Inc | 17,850 | $184.7K | 0.03% | +5,850+48.8% | Added |
| Vident Investment Advisory, LLC | 17,875 | $185.0K | 0.01% | +3,543+24.7% | Added |
| Paragon Capital Management Ltd | 17,917 | $185.4K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 18,006 | $186.4K | 0.00% | −8,484−32.0% | Reduced |
| Selective Wealth Management, Inc. | 16,356 | $188.6K | 0.10% | −6,700−29.1% | Reduced |
| Beacon Pointe Advisors, LLC | 18,419 | $190.6K | 0.00% | −1,341−6.8% | Reduced |
| PFG Advisors | 18,540 | $191.9K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 18,575 | $192.3K | 0.00% | +6,102+48.9% | Added |
| Private Portfolio Partners LLC | 18,899 | $195.6K | 0.05% | +6,800+56.2% | Added |
| Aj Wealth Strategies, LLC | 19,077 | $197.0K | 0.01% | −23,588−55.3% | Reduced |
| Alpha Paradigm Partners, LLC | 19,027 | $197.0K | 0.08% | +19,027 | New |
| Evoke Wealth, LLC | 19,363 | $202.7K | 0.01% | +128+0.7% | Added |
| Xponance, Inc. | 19,605 | $202.9K | 0.00% | +19,605 | New |
| HAP Trading, LLC | 19,566 | $203.0K | 0.03% | +19,566 | New |
| IMC-Chicago, LLC | 19,620 | $203.1K | 0.04% | −7,264−27.0% | Reduced |
| Comerica Bank | 18,651 | $209.0K | 0.00% | +1,430+8.3% | Added |
| Parallel Advisors, LLC | 20,242 | $209.5K | 0.01% | +4,031+24.9% | Added |
| Manufacturers Life Insurance Company, The | 20,402 | $211.2K | 0.00% | +7,113+53.5% | Added |
| WealthPLAN Partners, LLC | 18,632 | $212.6K | 0.01% | +18,632 | New |
| Western Wealth Management, LLC | 20,544 | $212.6K | 0.02% | −7,789−27.5% | Reduced |
| WealthPlan Investment Management, LLC | 18,632 | $213.2K | 0.01% | −1,045−5.3% | Reduced |
| Toroso Investments, LLC | 20,650 | $214.0K | 0.01% | +1,829+9.7% | Added |
| Change Path, LLC | 21,007 | $217.0K | 0.01% | +21,007 | New |
| Camelot Portfolios, LLC | 21,116 | $218.5K | 0.16% | +526+2.6% | Added |
| Rockefeller Capital Management L.P. | 21,687 | $223.0K | 0.00% | +6,414+42.0% | Added |
| Balentine LLC | 21,828 | $225.9K | 0.01% | +8,004+57.9% | Added |
| Samalin Investment Counsel, LLC | 21,978 | $227.5K | 0.14% | +6,126+38.6% | Added |
| FWL Investment Management, LLC | 22,500 | $232.9K | 0.18% | −441,934−95.2% | Reduced |
| Gateway Investment Advisers LLC | 23,034 | $238.4K | 0.00% | +23,034 | New |
| Compass Financial Group, INC | 23,121 | $239.0K | 0.09% | +23,121 | New |
| Douglas Lane & Associates, LLC | 23,100 | $239.1K | 0.00% | +23,100 | New |
| Oak Thistle LLC | 23,461 | $242.8K | 0.52% | −17,521−42.8% | Reduced |
| Diligent Investors, LLC | 23,575 | $244.0K | 0.08% | +10,000+73.7% | Added |
| Jump Financial, LLC | 23,714 | $245.4K | 0.01% | −9,518−28.6% | Reduced |
| Gsa Capital Partners LLP | 24,180 | $250.0K | 0.03% | −14,561−37.6% | Reduced |
| Winton Group Ltd | 24,620 | $254.8K | 0.02% | +24,620 | New |
| MAI Capital Management | 24,901 | $257.7K | 0.00% | +24,901 | New |
| Park Avenue Securities LLC | 24,983 | $259.0K | 0.00% | +625+2.6% | Added |
| DoubleLine ETF Adviser LP | 25,326 | $262.1K | 0.13% | +25,326 | New |
| Sonora Investment Management Group, LLC | 25,896 | $268.0K | 0.02% | −4,500−14.8% | Reduced |
| Cetera Advisors LLC | 26,629 | $275.6K | 0.00% | −1,450−5.2% | Reduced |
| Allstate Corp | 26,671 | $276.0K | 0.01% | −1,089−3.9% | Reduced |
| Allstate Investment Management Co | 26,671 | $276.0K | 0.01% | +26,671 | New |
| Perigon Wealth Management, LLC | 27,902 | $288.8K | 0.02% | −16,368−37.0% | Reduced |
| AlphaStar Capital Management, LLC | 27,959 | $289.4K | 0.03% | +7,250+35.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 28,091 | $291.0K | 0.01% | +1,268+4.7% | Added |