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 2023
Institutional positions in AGNC Investment Corp. as of Mar 31, 2023. 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
- 439
- +16 vs. Q4 2022
- Shares held
- 256.2M
- −7.26M (−2.8%) vs. Q4 2022
- Total value
- $2.59B
- −$141.7M (−5.2%) vs. Q4 2022
- New holders
- 80
- 184 more added
- Sold out
- 64
- 112 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 1 | $0 | 0.00% | −402−99.8% | Reduced |
| Ci Investments Inc. | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 10 | $2 | 0.00% | +10 | New |
| Eukles Asset Management | 10 | $101 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $212 | 0.00% | +21 | New |
| Global Financial Private Client, LLC | 24 | $240 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 29 | $293 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 37 | $373 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 38 | $383 | 0.00% | −30−44.1% | Reduced |
| Raffa Wealth Management, LLC | 47 | $474 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 89 | $897 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 89 | $897 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 90 | $907 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 63 | $1.00K | 0.00% | +63 | New |
| Baker Avenue Asset Management, LP | 120 | $1.21K | 0.00% | +120 | New |
| Cary Street Partner Investment Advisory LLC | 128 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 162 | $1.63K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 200 | $2.02K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 224 | $2.26K | 0.00% | −17−7.1% | Reduced |
| Archer Investment Corp | 241 | $2.43K | 0.00% | +3+1.3% | Added |
| GW&K Investment Management, LLC | 383 | $4.00K | 0.00% | −3,666−90.5% | Reduced |
| Byrne Asset Management LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 409 | $4.12K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 438 | $4.42K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 459 | $4.63K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 460 | $4.64K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 489 | $4.93K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 500 | $5.04K | 0.00% | +500 | New |
| ICA Group Wealth Management, LLC | 505 | $5.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 512 | $5.16K | 0.00% | −316−38.2% | Reduced |
| Grove Bank & Trust | 520 | $5.24K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 540 | $5.44K | 0.00% | +540 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 541 | $5.46K | 0.00% | +541 | New |
| First Horizon Advisors, Inc. | 546 | $5.50K | 0.00% | +546 | New |
| Capital Advisors, Ltd. LLC | 611 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $6.05K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 689 | $6.95K | 0.00% | +522+312.6% | Added |
| Rain Capital Management, LLC | 797 | $8.03K | 0.01% | +797 | New |
| Ameritas Advisory Services, LLC | 803 | $8.08K | 0.00% | +803 | New |
| Institutional & Family Asset Management, LLC | 833 | $8.40K | 0.00% | +833 | New |
| Proequities, Inc. | 825 | $8.42K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 846 | $8.53K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 870 | $8.77K | 0.00% | +9+1.0% | Added |
| Focused Wealth Management, Inc | 983 | $9.91K | 0.00% | +983 | New |
| Ellevest, Inc. | 1,000 | $10.1K | 0.00% | −1,424−58.7% | Reduced |
| Financial Connections Group, Inc. | 1,187 | $11.0K | 0.01% | +38+3.3% | Added |
| CNB Bank | 1,106 | $11.1K | 0.01% | +1,106 | New |
| Whittier Trust Co of Nevada Inc | 1,135 | $11.4K | 0.00% | +1,135 | New |
| Tortoise Investment Management, LLC | 1,257 | $12.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,277 | $12.9K | 0.00% | +904+242.4% | Added |
| Washington Trust Advisors, Inc. | 1,278 | $12.9K | 0.00% | +1,278 | New |
| Activest Wealth Management | 1,314 | $13.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,375 | $13.9K | 0.00% | −2,825−67.3% | Reduced |
| Gradient Investments LLC | 1,514 | $15.3K | 0.00% | −3,028−66.7% | Reduced |
| JJJ Advisors Inc. | 1,718 | $17.1K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $17.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,774 | $18.0K | 0.01% | +1,549+688.4% | Added |
| HM Payson & Co | 1,805 | $18.2K | 0.00% | +1,805 | New |
| Quadrant Capital Group LLC | 1,954 | $19.7K | 0.00% | +1,364+231.2% | Added |
| Allworth Financial LP | 2,017 | $20.3K | 0.00% | −945−31.9% | Reduced |
| Private Trust Co NA | 2,025 | $20.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,133 | $21.5K | 0.00% | +191+9.8% | Added |
| Farther Finance Advisors, LLC | 2,154 | $21.7K | 0.01% | +2,054+2,054.0% | Added |
| Kozak & Associates, Inc. | 2,215 | $22.3K | 0.01% | +71+3.3% | Added |
| Highlander Capital Management, LLC | 2,250 | $23.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 2,360 | $24.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,500 | $28.3K | 0.00% | −900−37.5% | Reduced |
| Front Row Advisors LLC | 3,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,123 | $31.5K | 0.00% | +66+2.2% | Added |
| Salem Investment Counselors Inc | 3,154 | $32.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,442 | $34.7K | 0.00% | −224−6.1% | Reduced |
| Raleigh Capital Management Inc. | 3,453 | $34.8K | 0.02% | +429+14.2% | Added |
| Carmichael Hill & Associates, Inc. | 3,507 | $35.4K | 0.02% | +112+3.3% | Added |
| Machina Capital S.A.S. | 3,576 | $36.0K | 0.03% | +3,576 | New |
| DuPont Capital Management Corp | 3,638 | $36.7K | 0.00% | +3,638 | New |
| ING Groep NV | 3,695 | $37.2K | 0.00% | −97,500−96.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,000 | $40.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4,028 | $40.6K | 0.00% | +448+12.5% | Added |
| Huntington National Bank | 4,086 | $41.2K | 0.00% | +953+30.4% | Added |
| Federation des caisses Desjardins du Quebec | 4,300 | $43.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,412 | $44.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,563 | $46.0K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,585 | $46.2K | 0.01% | +21+0.5% | Added |
| Hexagon Capital Partners LLC | 5,050 | $50.9K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5,626 | $56.7K | 0.01% | +5,626 | New |
| American International Group, Inc. | 5,741 | $57.9K | 0.00% | −127−2.2% | Reduced |
| Ahrens Investment Partners LLC | 5,900 | $59.5K | 0.03% | +5,900 | New |
| Baldwin Brothers Inc | 6,000 | $60.5K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,250 | $73.1K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 8,000 | $80.6K | 0.01% | −10,632−57.1% | Reduced |
| Catalyst Capital Advisors LLC | 8,010 | $80.7K | 0.00% | +40+0.5% | Added |
| Geneos Wealth Management Inc. | 8,200 | $82.7K | 0.01% | +4,200+105.0% | Added |
| Ossiam | 8,566 | $86.3K | 0.00% | +1,759+25.8% | Added |
| Global Retirement Partners, LLC | 9,611 | $90.4K | 0.00% | +3,935+69.3% | Added |
| Covestor Ltd | 10,001 | $101.0K | 0.09% | −3,177−24.1% | Reduced |
| Proffitt & Goodson Inc | 10,046 | $101.3K | 0.02% | +7,577+306.9% | Added |
| Weiss Asset Management LP | 10,336 | $104.2K | 0.01% | +10,336 | New |
| Keystone Financial Services | 10,427 | $105.1K | 0.06% | +22+0.2% | Added |
| WealthPlan Investment Management, LLC | 10,583 | $106.7K | 0.02% | −8,049−43.2% | Reduced |