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 |
|---|---|---|---|---|---|
| Sonora Investment Management Group, LLC | 25,896 | $262.3K | 0.02% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 26,605 | $269.5K | 0.15% | +26,605 | New |
| GWM Advisors LLC | 27,282 | $276.4K | 0.00% | +3,705+15.7% | Added |
| Marshall Wace, LLP | 27,983 | $283.5K | 0.00% | −5,132,893−99.5% | Reduced |
| Private Portfolio Partners LLC | 28,099 | $284.6K | 0.07% | +5,250+23.0% | Added |
| Samalin Investment Counsel, LLC | 28,152 | $285.2K | 0.15% | +6,962+32.9% | Added |
| Headlands Technologies LLC | 28,258 | $286.3K | 0.09% | +28,258 | New |
| Pinnacle Wealth Planning Services, Inc. | 28,850 | $292.3K | 0.05% | −90.0% | Reduced |
| Parisi Gray Wealth Management | 30,000 | $302.4K | 0.14% | +30,000 | New |
| SeaCrest Wealth Management, LLC | 29,900 | $302.9K | 0.04% | +8,100+37.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 30,033 | $304.0K | 0.01% | +2,217+8.0% | Added |
| RMB Capital Management, LLC | 30,074 | $304.6K | 0.01% | +3,720+14.1% | Added |
| Aveo Capital Partners, LLC | 30,231 | $306.2K | 0.04% | −486−1.6% | Reduced |
| Centaurus Financial, Inc. | 30,290 | $307.0K | 0.03% | −23,468−43.7% | Reduced |
| Bank of Montreal | 30,079 | $308.0K | 0.00% | −3,515−10.5% | Reduced |
| Sigma Planning Corp | 30,732 | $311.3K | 0.01% | −591−1.9% | Reduced |
| Balyasny Asset Management LLC | 31,257 | $316.6K | 0.00% | −109,051−77.7% | Reduced |
| Triton Wealth Management, PLLC | 32,048 | $320.3K | 0.18% | −322−1.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 32,758 | $320.7K | 0.04% | +1,134+3.6% | Added |
| Yousif Capital Management, LLC | 31,696 | $321.1K | 0.00% | +330+1.1% | Added |
| BDO Wealth Advisors, LLC | 32,463 | $328.9K | 0.04% | −1,049−3.1% | Reduced |
| Harbour Investments, Inc. | 33,332 | $337.7K | 0.02% | +49+0.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 33,506 | $339.4K | 0.09% | +1,466+4.6% | Added |
| Franklin Resources Inc | 38,398 | $389.0K | 0.00% | +38,398 | New |
| Integrated Advisors Network LLC | 38,873 | $393.8K | 0.02% | −11,500−22.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 39,049 | $395.6K | 0.04% | +3,309+9.3% | Added |
| Wedmont Private Capital | 39,446 | $399.6K | 0.04% | −104−0.3% | Reduced |
| KG&L Capital Management,LLC | 39,485 | $400.0K | 0.19% | +17,790+82.0% | Added |
| Nomura Asset Management Co Ltd | 40,000 | $405.2K | 0.00% | −4,200−9.5% | Reduced |
| JustInvest LLC | 40,332 | $408.6K | 0.01% | −8,405−17.2% | Reduced |
| Advisory Services Network, LLC | 40,715 | $412.4K | 0.01% | +3,090+8.2% | Added |
| Rockefeller Capital Management L.P. | 41,527 | $420.7K | 0.00% | +15,132+57.3% | Added |
| Elequin Capital LP | 40,000 | $427.2K | 0.22% | +40,000 | New |
| Principal Financial Group Inc | 42,713 | $432.7K | 0.00% | −14,388−25.2% | Reduced |
| Pathstone Family Office, LLC | 42,916 | $436.1K | 0.01% | +711+1.7% | Added |
| Creative Planning | 44,050 | $446.2K | 0.00% | −342−0.8% | Reduced |
| Howard Financial Services, Ltd. | 44,064 | $446.4K | 0.11% | +1,291+3.0% | Added |
| Maryland State Retirement & Pension System | 44,848 | $454.3K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 44,966 | $455.5K | 0.01% | +2,290+5.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 45,734 | $463.3K | 0.00% | −47,403−50.9% | Reduced |
| National Asset Management, Inc. | 46,478 | $474.2K | 0.01% | −9,376−16.8% | Reduced |
| Tower Research Capital LLC (TRC) | 47,313 | $479.3K | 0.02% | −18,167−27.7% | Reduced |
| Strategic Financial Concepts, LLC | 48,036 | $486.6K | 0.18% | −118−0.2% | Reduced |
| Cetera Advisors LLC | 48,331 | $489.6K | 0.01% | +20,589+74.2% | Added |
| Cooper Financial Group | 50,685 | $513.4K | 0.13% | +36,454+256.2% | Added |
| Campbell & CO Investment Adviser LLC | 52,247 | $529.3K | 0.09% | −41,662−44.4% | Reduced |
| Fox Run Management, L.L.C. | 52,314 | $529.9K | 0.15% | −6,813−11.5% | Reduced |
| Wedbush Securities Inc | 52,549 | $532.0K | 0.03% | −6,859−11.5% | Reduced |
| Captrust Financial Advisors | 53,277 | $539.7K | 0.00% | +1,505+2.9% | Added |
| Sowell Financial Services LLC | 53,405 | $547.0K | 0.03% | +53,405 | New |
| Brookstone Capital Management | 56,458 | $551.0K | 0.01% | −2,470−4.2% | Reduced |
| Two Sigma Securities, LLC | 54,581 | $552.9K | 0.05% | −80,406−59.6% | Reduced |
| Firethorn Wealth Partners, LLC | 54,699 | $554.1K | 0.41% | −7,824−12.5% | Reduced |
| Impact Partnership Wealth, LLC | 56,462 | $572.0K | 0.20% | +56,462 | New |
| All Season Financial Advisors, Inc. | 56,611 | $573.5K | 0.51% | +6,799+13.6% | Added |
| Illinois Municipal Retirement Fund | 57,177 | $579.0K | 0.01% | 00.0% | Unchanged |
| FJ Capital Management LLC | 58,383 | $591.4K | 0.08% | +58,383 | New |
| International Assets Investment Management, LLC | 59,041 | $598.1K | 0.08% | +8,484+16.8% | Added |
| MYDA Advisors LLC | 60,000 | $607.8K | 0.24% | +60,000 | New |
| Atria Wealth Solutions, Inc. | 60,561 | $614.4K | 0.01% | +483+0.8% | Added |
| Cetera Investment Advisers | 61,385 | $621.8K | 0.01% | +13,504+28.2% | Added |
| BNP Paribas Arbitrage, SA | 62,902 | $637.2K | 0.00% | −754,711−92.3% | Reduced |
| Boston Private Wealth LLC | 63,435 | $642.6K | 0.01% | −3,086−4.6% | Reduced |
| DekaBank Deutsche Girozentrale | 64,536 | $650.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 64,551 | $653.0K | 0.00% | +2,464+4.0% | Added |
| Pictet Asset Management SA | 65,038 | $658.8K | 0.00% | −5,544−7.9% | Reduced |
| UBS Oconnor LLC | 65,381 | $662.3K | 0.01% | −81,571−55.5% | Reduced |
| HSBC Holdings PLC | 65,994 | $668.6K | 0.00% | −30,268−31.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 66,542 | $674.1K | 0.03% | −792−1.2% | Reduced |
| Consolidated Portfolio Review Corp | 66,555 | $674.2K | 0.16% | −334−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 71,525 | $725.0K | 0.00% | 00.0% | Unchanged |
| Guidance Capital, Inc | 73,719 | $726.1K | 0.32% | +73,719 | New |
| Advisors Asset Management, Inc. | 74,080 | $750.4K | 0.02% | +8,318+12.6% | Added |
| Wellington Management Group LLP | 74,121 | $750.8K | 0.00% | −297,827−80.1% | Reduced |
| Mariner, LLC | 75,607 | $765.9K | 0.00% | +13,507+21.8% | Added |
| Pearl River Capital, LLC | 76,077 | $770.7K | 0.12% | −63,296−45.4% | Reduced |
| Sunbelt Securities, Inc. | 77,209 | $782.1K | 0.11% | +9,848+14.6% | Added |
| Duality Advisers, LP | 77,254 | $782.6K | 0.10% | −53,619−41.0% | Reduced |
| Caption Management, LLC | 77,800 | $788.1K | 0.14% | +40,100+106.4% | Added |
| CAPROCK Group, Inc. | 79,460 | $814.5K | 0.06% | +42,285+113.7% | Added |
| Simplex Trading, LLC | 81,157 | $822.0K | 0.03% | −238,020−74.6% | Reduced |
| Wolverine Trading, LLC | 81,098 | $823.1K | 0.01% | +2,355+3.0% | Added |
| Independent Financial Group, LLC | 81,990 | $830.6K | 0.06% | +1,202+1.5% | Added |
| Penserra Capital Management LLC | 82,265 | $833.0K | 0.02% | +4,628+6.0% | Added |
| Handelsbanken Fonder AB | 82,500 | $836.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 84,764 | $858.7K | 0.03% | −663−0.8% | Reduced |
| First Republic Investment Management, Inc. | 84,825 | $859.3K | 0.00% | −60,779−41.7% | Reduced |
| Amalgamated Bank | 86,402 | $875.0K | 0.01% | −4,772−5.2% | Reduced |
| HRT Financial LP | 89,415 | $905.0K | 0.01% | +89,415 | New |
| Quantitative Investment Management, LLC | 89,863 | $910.0K | 0.09% | +43,428+93.5% | Added |
| Standard Life Aberdeen plc | 90,117 | $912.9K | 0.00% | −866−1.0% | Reduced |
| Deutsche Bank AG | 91,117 | $923.0K | 0.00% | +17,193+23.3% | Added |
| Citigroup Inc | 91,389 | $925.8K | 0.00% | −303,312−76.8% | Reduced |
| Dark Forest Capital Management LP | 92,175 | $933.7K | 0.10% | +92,175 | New |
| Ethic Inc. | 93,770 | $949.9K | 0.04% | +10,795+13.0% | Added |
| Infrastructure Capital Advisors, LLC | 95,219 | $964.6K | 0.18% | −300−0.3% | Reduced |
| HighTower Advisors, LLC | 96,388 | $975.0K | 0.00% | −11,216−10.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,516 | $977.7K | 0.00% | +8,332+9.4% | Added |
| Utah Retirement Systems | 98,075 | $993.5K | 0.01% | −3,200−3.2% | Reduced |
| PMC FIG Opportunities LLC | 100,000 | $1.01M | 5.70% | −10,000−9.1% | Reduced |