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, Q2 2023
Institutional positions in AGNC Investment Corp. as of Jun 30, 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
- 432
- −4 vs. Q1 2023
- Shares held
- 243.1M
- −13.1M (−5.1%) vs. Q1 2023
- Total value
- $2.46B
- −$122.8M (−4.7%) vs. Q1 2023
- New holders
- 57
- 155 more added
- Sold out
- 61
- 150 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 10,455 | $106.0K | 0.00% | −1,256−10.7% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 11,038 | $111.8K | 0.11% | +39+0.4% | Added |
| AQR Capital Management LLC | 11,083 | $112.3K | 0.00% | +11,083 | New |
| Catalyst Capital Advisors LLC | 11,170 | $113.2K | 0.00% | +3,160+39.5% | Added |
| Kingsview Wealth Management, LLC | 11,175 | $113.2K | 0.00% | +492+4.6% | Added |
| Autumn Glory Partners, LLC | 11,200 | $113.5K | 0.08% | −1,800−13.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 11,275 | $114.2K | 0.08% | −1,400−11.0% | Reduced |
| MetLife Investment Management | 11,356 | $115.0K | 0.00% | −460−3.9% | Reduced |
| Perigon Wealth Management, LLC | 11,575 | $117.3K | 0.00% | +644+5.9% | Added |
| WESPAC Advisors, LLC | 11,606 | $117.6K | 0.09% | +11,606 | New |
| Portside Wealth Group, LLC | 11,715 | $118.7K | 0.02% | +11,715 | New |
| Stratos Wealth Advisors, LLC | 11,745 | $119.0K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,825 | $120.0K | 0.00% | −151,319−92.8% | Reduced |
| Blueshift Asset Management, LLC | 11,854 | $120.1K | 0.05% | +11,854 | New |
| CFO4Life Group, LLC | 11,855 | $120.1K | 0.03% | +49+0.4% | Added |
| IHT Wealth Management, LLC | 11,888 | $120.4K | 0.01% | +73+0.6% | Added |
| MONECO Advisors, LLC | 11,964 | $121.2K | 0.03% | +11,964 | New |
| BTC Capital Management, Inc. | 12,000 | $121.6K | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 12,100 | $122.6K | 0.03% | +12,100 | New |
| Verition Fund Management LLC | 12,112 | $122.7K | 0.00% | −1,260−9.4% | Reduced |
| King Luther Capital Management Corp | 12,145 | $123.0K | 0.00% | 00.0% | Unchanged |
| Manchester Financial Inc | 12,150 | $123.1K | 0.03% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 12,197 | $123.6K | 0.03% | +437+3.7% | Added |
| Buckingham Strategic Partners | 12,222 | $123.8K | 0.01% | +77+0.6% | Added |
| Dynamic Advisor Solutions LLC | 12,236 | $124.0K | 0.01% | −4,798−28.2% | Reduced |
| E&G Advisors, LP | 12,255 | $124.1K | 0.04% | −600−4.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 12,369 | $125.3K | 0.06% | −681−5.2% | Reduced |
| Soltis Investment Advisors LLC | 12,412 | $125.7K | 0.01% | +49+0.4% | Added |
| PFG Investments, LLC | 12,532 | $126.9K | 0.02% | +300+2.5% | Added |
| Douglas Lane & Associates, LLC | 12,600 | $127.6K | 0.00% | −6,500−34.0% | Reduced |
| Russell Investments Group, Ltd. | 12,672 | $128.5K | 0.00% | +184+1.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 12,885 | $130.5K | 0.03% | +12,885 | New |
| Gsa Capital Partners LLP | 12,928 | $131.0K | 0.01% | −9,067−41.2% | Reduced |
| Mutual Advisors, LLC | 13,070 | $132.4K | 0.01% | +1,705+15.0% | Added |
| Snowden Capital Advisors LLC | 13,304 | $134.8K | 0.00% | +13,304 | New |
| Change Path, LLC | 13,701 | $139.0K | 0.01% | +2,766+25.3% | Added |
| Wetherby Asset Management Inc | 13,852 | $140.3K | 0.01% | −3,316−19.3% | Reduced |
| Signaturefd, LLC | 13,914 | $140.9K | 0.00% | −3,199−18.7% | Reduced |
| Selective Wealth Management, Inc. | 14,175 | $141.3K | 0.07% | +14,175 | New |
| Ossiam | 14,211 | $144.0K | 0.00% | +5,645+65.9% | Added |
| Meeder Advisory Services, Inc. | 14,296 | $144.8K | 0.02% | +1,557+12.2% | Added |
| D.A. Davidson & Co. | 14,333 | $145.2K | 0.00% | +14,333 | New |
| Los Angeles Capital Management LLC | 14,369 | $145.6K | 0.00% | −788−5.2% | Reduced |
| Level Four Advisory Services, LLC | 14,446 | $146.3K | 0.01% | +131+0.9% | Added |
| PFG Advisors | 14,688 | $148.8K | 0.01% | −601−3.9% | Reduced |
| Summit Trail Advisors, LLC | 14,561 | $149.3K | 0.01% | +14,561 | New |
| Tradition Wealth Management, LLC | 14,825 | $150.0K | 0.02% | −314−2.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 14,900 | $150.9K | 0.01% | +2,923+24.4% | Added |
| Avantax Planning Partners, Inc. | 14,913 | $151.1K | 0.01% | +973+7.0% | Added |
| Hilton Capital Management, LLC | 15,000 | $151.9K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 15,000 | $151.9K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15,100 | $153.0K | 0.01% | +6,900+84.1% | Added |
| Raymond James Trust N.A. | 15,346 | $155.0K | 0.00% | +536+3.6% | Added |
| Waterfront Wealth Inc. | 34,402 | $156.6K | 0.05% | +34,402 | New |
| Kingswood Wealth Advisors, LLC | 15,488 | $156.9K | 0.05% | +15,488 | New |
| Gateway Investment Advisers LLC | 15,676 | $158.8K | 0.00% | −5,330−25.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 16,000 | $162.1K | 0.02% | −1,850−10.4% | Reduced |
| Jefferies Financial Group Inc. | 16,000 | $162.1K | 0.00% | +2,485+18.4% | Added |
| Fisher Asset Management, LLC | 16,485 | $167.0K | 0.00% | +16,485 | New |
| 180 Wealth Advisors, LLC | 17,121 | $170.7K | 0.04% | +551+3.3% | Added |
| Cerity Partners LLC | 16,862 | $170.8K | 0.00% | −147−0.9% | Reduced |
| Navis Wealth Advisors, LLC | 17,000 | $172.2K | 0.16% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 17,309 | $175.0K | 0.12% | +198+1.2% | Added |
| Fortitude Advisory Group L.L.C. | 17,798 | $180.3K | 0.13% | +17,798 | New |
| Founders Financial Alliance, LLC | 18,319 | $185.6K | 0.07% | −649−3.4% | Reduced |
| Equitable Holdings, Inc. | 18,368 | $186.1K | 0.00% | +331+1.8% | Added |
| Corton Capital Inc. | 18,468 | $187.1K | 0.09% | −11,900−39.2% | Reduced |
| Castleview Partners, LLC | 18,683 | $189.3K | 0.17% | +18,683 | New |
| CIBC Asset Management Inc | 18,700 | $189.4K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 19,057 | $193.0K | 0.00% | −12,000−38.6% | Reduced |
| Camelot Portfolios, LLC | 19,476 | $197.3K | 0.12% | −575−2.9% | Reduced |
| Sciencast Management LP | 20,209 | $198.8K | 0.16% | +20,209 | New |
| Evoke Wealth, LLC | 19,583 | $200.7K | 0.01% | +32+0.2% | Added |
| Xponance, Inc. | 19,887 | $201.5K | 0.00% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 20,337 | $206.0K | 0.01% | +676+3.4% | Added |
| Dimensional Fund Advisors LP | 20,803 | $210.7K | 0.00% | +281+1.4% | Added |
| Manufacturers Life Insurance Company, The | 20,887 | $211.6K | 0.00% | −227−1.1% | Reduced |
| Aviva PLC | 21,157 | $214.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 21,567 | $218.5K | 0.00% | +6,116+39.6% | Added |
| Lockheed Martin Investment Management Co | 21,584 | $218.6K | 0.01% | +2,400+12.5% | Added |
| M&T Bank Corp | 21,601 | $218.9K | 0.00% | +1,967+10.0% | Added |
| Avantax Advisory Services, Inc. | 21,664 | $219.5K | 0.00% | −22,511−51.0% | Reduced |
| Western Wealth Management, LLC | 21,956 | $222.4K | 0.02% | +434+2.0% | Added |
| Atomi Financial Group, Inc. | 22,553 | $228.5K | 0.10% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 22,959 | $232.6K | 0.01% | −7,641−25.0% | Reduced |
| Compass Financial Group, INC | 23,201 | $235.0K | 0.07% | +43+0.2% | Added |
| Creative Financial Designs Inc | 23,225 | $235.3K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 23,308 | $236.1K | 0.00% | −709−3.0% | Reduced |
| Diligent Investors, LLC | 23,575 | $238.8K | 0.07% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 23,984 | $243.0K | 0.02% | +23,984 | New |
| Paragon Capital Management Ltd | 24,456 | $247.7K | 0.05% | +6,624+37.1% | Added |
| Weiss Asset Management LP | 24,656 | $249.8K | 0.03% | +14,320+138.5% | Added |
| MAI Capital Management | 24,750 | $250.7K | 0.00% | −151−0.6% | Reduced |
| The PNC Financial Services Group, Inc. | 24,828 | $251.5K | 0.00% | −35,422−58.8% | Reduced |
| AXS Investments LLC | 25,000 | $253.3K | 0.07% | +25,000 | New |
| CIBC Private Wealth Group, LLC | 25,018 | $253.4K | 0.00% | +25,018 | New |
| CI Private Wealth, LLC | 23,127 | $254.3K | 0.00% | −12,948−35.9% | Reduced |
| Truist Financial Corp | 25,850 | $261.9K | 0.00% | −254,971−90.8% | Reduced |
| Engineers Gate Manager LP | 25,866 | $262.0K | 0.01% | −13,249−33.9% | Reduced |
| Parallel Advisors, LLC | 25,888 | $262.2K | 0.01% | −671−2.5% | Reduced |