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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 10,683 | $107.7K | 0.00% | +10,683 | New |
| Change Path, LLC | 10,935 | $110.0K | 0.01% | −10,072−47.9% | Reduced |
| Perigon Wealth Management, LLC | 10,931 | $110.2K | 0.01% | −16,971−60.8% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 10,999 | $110.9K | 0.13% | +10,999 | New |
| Mutual Advisors, LLC | 11,365 | $114.6K | 0.00% | +11,365 | New |
| Rothschild Investment Corp | 11,481 | $116.0K | 0.01% | +11,481 | New |
| Gotham Asset Management, LLC | 11,542 | $116.3K | 0.00% | +11,542 | New |
| CWM, LLC | 11,711 | $118.0K | 0.00% | +732+6.7% | Added |
| Stratos Wealth Advisors, LLC | 11,745 | $118.4K | 0.01% | +800+7.3% | Added |
| Pasadena Private Wealth, LLC | 11,760 | $118.5K | 0.03% | +11,760 | New |
| CFO4Life Group, LLC | 11,806 | $119.0K | 0.03% | +11,806 | New |
| IHT Wealth Management, LLC | 11,815 | $119.1K | 0.01% | −22,997−66.1% | Reduced |
| MetLife Investment Management | 11,816 | $119.1K | 0.00% | +25+0.2% | Added |
| Vestmark Advisory Solutions, Inc. | 11,977 | $120.7K | 0.01% | +1,434+13.6% | Added |
| BTC Capital Management, Inc. | 12,000 | $121.0K | 0.01% | 00.0% | Unchanged |
| RFG Advisory, LLC | 12,052 | $121.5K | 0.01% | +350+3.0% | Added |
| Continuum Advisory, LLC | 12,053 | $121.5K | 0.02% | +12,053 | New |
| SkyOak Wealth, LLC | 12,054 | $121.5K | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 12,062 | $122.0K | 0.00% | +12,062 | New |
| King Luther Capital Management Corp | 12,145 | $122.4K | 0.00% | +12,145 | New |
| Buckingham Strategic Partners | 12,145 | $122.4K | 0.01% | +12,145 | New |
| Manchester Financial Inc | 12,150 | $122.5K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,232 | $123.3K | 0.03% | +12,232 | New |
| Soltis Investment Advisors LLC | 12,363 | $124.6K | 0.02% | +42+0.3% | Added |
| Russell Investments Group, Ltd. | 12,488 | $125.1K | 0.00% | −151,469−92.4% | Reduced |
| Joseph P. Lucia & Associates, LLC | 12,675 | $127.8K | 0.09% | +12,675 | New |
| Meeder Advisory Services, Inc. | 12,739 | $128.4K | 0.01% | +12,739 | New |
| E&G Advisors, LP | 12,855 | $129.6K | 0.05% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 13,000 | $131.0K | 0.11% | +3,000+30.0% | Added |
| Newbridge Financial Services Group, Inc. | 13,050 | $131.5K | 0.07% | +570+4.6% | Added |
| Verition Fund Management LLC | 13,372 | $134.8K | 0.00% | +1,451+12.2% | Added |
| Jefferies Financial Group Inc. | 13,515 | $136.2K | 0.00% | −2,898−17.7% | Reduced |
| Eqis Capital Management, Inc. | 13,628 | $137.4K | 0.02% | +13,628 | New |
| Avantax Planning Partners, Inc. | 13,940 | $140.5K | 0.01% | +13,940 | New |
| Cooper Financial Group | 14,231 | $143.4K | 0.04% | +2,265+18.9% | Added |
| Level Four Advisory Services, LLC | 14,315 | $144.3K | 0.01% | +14,315 | New |
| Raymond James Trust N.A. | 14,810 | $149.0K | 0.00% | +2,583+21.1% | Added |
| Gilman Hill Asset Management, LLC | 15,000 | $151.2K | 0.03% | +15,000 | New |
| Los Angeles Capital Management LLC | 15,157 | $152.8K | 0.00% | +126+0.8% | Added |
| Tradition Wealth Management, LLC | 15,139 | $153.0K | 0.02% | +3,316+28.0% | Added |
| AlphaStar Capital Management, LLC | 15,187 | $153.1K | 0.01% | −12,772−45.7% | Reduced |
| PFG Advisors | 15,289 | $154.1K | 0.01% | −3,251−17.5% | Reduced |
| Hilton Capital Management, LLC | 15,000 | $155.3K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 15,410 | $155.3K | 0.02% | +2,826+22.5% | Added |
| US Bancorp | 15,451 | $155.7K | 0.00% | +987+6.8% | Added |
| Arden Trust Co | 16,139 | $162.0K | 0.03% | +16,139 | New |
| Balentine LLC | 16,170 | $163.0K | 0.01% | −5,658−25.9% | Reduced |
| Atom Investors LP | 16,280 | $164.1K | 0.09% | −145,869−90.0% | Reduced |
| 180 Wealth Advisors, LLC | 16,570 | $167.0K | 0.04% | +761+4.8% | Added |
| Navis Wealth Advisors, LLC | 17,000 | $171.4K | 0.19% | +17,000 | New |
| Cerity Partners LLC | 17,009 | $171.5K | 0.00% | +1,422+9.1% | Added |
| Dynamic Advisor Solutions LLC | 17,034 | $171.7K | 0.01% | +4,649+37.5% | Added |
| O'Rourke & Company, Inc | 17,111 | $172.0K | 0.13% | +4,903+40.2% | Added |
| Signaturefd, LLC | 17,113 | $172.5K | 0.00% | +1,723+11.2% | Added |
| Wetherby Asset Management Inc | 17,168 | $173.1K | 0.01% | +4,769+38.5% | Added |
| Paragon Capital Management Ltd | 17,832 | $179.7K | 0.04% | −85−0.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 17,850 | $179.9K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 18,037 | $181.8K | 0.00% | +31+0.2% | Added |
| Ieq Capital, LLC | 18,608 | $187.6K | 0.00% | +18,608 | New |
| CIBC Asset Management Inc | 18,700 | $188.5K | 0.00% | +2,588+16.1% | Added |
| Founders Financial Alliance, LLC | 18,968 | $190.7K | 0.10% | +4,805+33.9% | Added |
| Douglas Lane & Associates, LLC | 19,100 | $192.5K | 0.00% | −4,000−17.3% | Reduced |
| Lockheed Martin Investment Management Co | 19,184 | $193.4K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 19,634 | $198.0K | 0.00% | +1,059+5.7% | Added |
| Aj Wealth Strategies, LLC | 19,661 | $198.2K | 0.01% | +584+3.1% | Added |
| Evoke Wealth, LLC | 19,551 | $199.4K | 0.01% | +188+1.0% | Added |
| Xponance, Inc. | 19,887 | $200.5K | 0.00% | +282+1.4% | Added |
| Camelot Portfolios, LLC | 20,051 | $202.1K | 0.14% | −1,065−5.0% | Reduced |
| Dimensional Fund Advisors LP | 20,522 | $206.9K | 0.00% | +20,522 | New |
| Gateway Investment Advisers LLC | 21,006 | $211.7K | 0.00% | −2,028−8.8% | Reduced |
| Manufacturers Life Insurance Company, The | 21,114 | $212.8K | 0.00% | +712+3.5% | Added |
| Aviva PLC | 21,157 | $213.3K | 0.00% | −50,611−70.5% | Reduced |
| Samalin Investment Counsel, LLC | 21,190 | $213.6K | 0.13% | −788−3.6% | Reduced |
| Western Wealth Management, LLC | 21,522 | $216.9K | 0.02% | +978+4.8% | Added |
| KG&L Capital Management,LLC | 21,695 | $218.7K | 0.11% | +21,695 | New |
| SeaCrest Wealth Management, LLC | 21,800 | $219.7K | 0.03% | +7,525+52.7% | Added |
| Gsa Capital Partners LLP | 21,995 | $222.0K | 0.02% | −2,185−9.0% | Reduced |
| Centiva Capital, LP | 22,055 | $222.3K | 0.01% | +22,055 | New |
| Vident Investment Advisory, LLC | 22,429 | $226.1K | 0.01% | +4,554+25.5% | Added |
| Atomi Financial Group, Inc. | 22,553 | $227.3K | 0.13% | +22,553 | New |
| Graham Capital Management, L.P. | 22,631 | $228.1K | 0.01% | +22,631 | New |
| Edgestream Partners, L.P. | 22,751 | $229.3K | 0.03% | +7,029+44.7% | Added |
| Toroso Investments, LLC | 22,861 | $230.0K | 0.01% | +2,211+10.7% | Added |
| Private Portfolio Partners LLC | 22,849 | $230.3K | 0.06% | +3,950+20.9% | Added |
| Compass Financial Group, INC | 23,158 | $233.4K | 0.08% | +37+0.2% | Added |
| Creative Financial Designs Inc | 23,225 | $234.1K | 0.03% | +22,500+3,103.4% | Added |
| Diligent Investors, LLC | 23,575 | $237.6K | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,577 | $237.7K | 0.00% | +19,327+454.8% | Added |
| Beacon Pointe Advisors, LLC | 24,017 | $242.1K | 0.00% | +5,598+30.4% | Added |
| Delphia (USA) Inc. | 24,612 | $248.1K | 0.30% | −8,348−25.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 24,756 | $249.5K | 0.07% | +24,756 | New |
| MAI Capital Management | 24,901 | $251.0K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 25,877 | $260.8K | 0.00% | −1,272,153−98.0% | Reduced |
| Sonora Investment Management Group, LLC | 25,896 | $261.0K | 0.02% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 25,914 | $261.2K | 0.06% | +25,914 | New |
| Rockefeller Capital Management L.P. | 26,395 | $265.0K | 0.00% | +4,708+21.7% | Added |
| RMB Capital Management, LLC | 26,354 | $265.6K | 0.01% | −200,000−88.4% | Reduced |
| Belpointe Asset Management LLC | 26,539 | $267.5K | 0.01% | −4,444−14.3% | Reduced |
| Parallel Advisors, LLC | 26,559 | $267.7K | 0.01% | +6,317+31.2% | Added |
| Bridgefront Capital, LLC | 27,152 | $273.7K | 0.17% | +27,152 | New |