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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 40,715 | $412.4K | 0.01% | +3,090+8.2% | Added |
| JustInvest LLC | 40,332 | $408.6K | 0.01% | −8,405−17.2% | Reduced |
| Nomura Asset Management Co Ltd | 40,000 | $405.2K | 0.00% | −4,200−9.5% | Reduced |
| KG&L Capital Management,LLC | 39,485 | $400.0K | 0.19% | +17,790+82.0% | Added |
| Wedmont Private Capital | 39,446 | $399.6K | 0.04% | −104−0.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 39,049 | $395.6K | 0.04% | +3,309+9.3% | Added |
| Integrated Advisors Network LLC | 38,873 | $393.8K | 0.02% | −11,500−22.8% | Reduced |
| Franklin Resources Inc | 38,398 | $389.0K | 0.00% | +38,398 | New |
| Global Wealth Management Investment Advisory, Inc. | 33,506 | $339.4K | 0.09% | +1,466+4.6% | Added |
| Harbour Investments, Inc. | 33,332 | $337.7K | 0.02% | +49+0.1% | Added |
| BDO Wealth Advisors, LLC | 32,463 | $328.9K | 0.04% | −1,049−3.1% | Reduced |
| Yousif Capital Management, LLC | 31,696 | $321.1K | 0.00% | +330+1.1% | Added |
| Foster Victor Wealth Advisors, LLC | 32,758 | $320.7K | 0.04% | +1,134+3.6% | Added |
| Triton Wealth Management, PLLC | 32,048 | $320.3K | 0.18% | −322−1.0% | Reduced |
| Balyasny Asset Management LLC | 31,257 | $316.6K | 0.00% | −109,051−77.7% | Reduced |
| Sigma Planning Corp | 30,732 | $311.3K | 0.01% | −591−1.9% | Reduced |
| Bank of Montreal | 30,079 | $308.0K | 0.00% | −3,515−10.5% | Reduced |
| Centaurus Financial, Inc. | 30,290 | $307.0K | 0.03% | −23,468−43.7% | Reduced |
| Aveo Capital Partners, LLC | 30,231 | $306.2K | 0.04% | −486−1.6% | Reduced |
| RMB Capital Management, LLC | 30,074 | $304.6K | 0.01% | +3,720+14.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 30,033 | $304.0K | 0.01% | +2,217+8.0% | Added |
| SeaCrest Wealth Management, LLC | 29,900 | $302.9K | 0.04% | +8,100+37.2% | Added |
| Parisi Gray Wealth Management | 30,000 | $302.4K | 0.14% | +30,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 28,850 | $292.3K | 0.05% | −90.0% | Reduced |
| Headlands Technologies LLC | 28,258 | $286.3K | 0.09% | +28,258 | New |
| Samalin Investment Counsel, LLC | 28,152 | $285.2K | 0.15% | +6,962+32.9% | Added |
| Private Portfolio Partners LLC | 28,099 | $284.6K | 0.07% | +5,250+23.0% | Added |
| Marshall Wace, LLP | 27,983 | $283.5K | 0.00% | −5,132,893−99.5% | Reduced |
| GWM Advisors LLC | 27,282 | $276.4K | 0.00% | +3,705+15.7% | Added |
| Lazari Capital Management, Inc. | 26,605 | $269.5K | 0.15% | +26,605 | New |
| Sonora Investment Management Group, LLC | 25,896 | $262.3K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 25,888 | $262.2K | 0.01% | −671−2.5% | Reduced |
| Engineers Gate Manager LP | 25,866 | $262.0K | 0.01% | −13,249−33.9% | Reduced |
| Truist Financial Corp | 25,850 | $261.9K | 0.00% | −254,971−90.8% | Reduced |
| CI Private Wealth, LLC | 23,127 | $254.3K | 0.00% | −12,948−35.9% | Reduced |
| CIBC Private Wealth Group, LLC | 25,018 | $253.4K | 0.00% | +25,018 | New |
| AXS Investments LLC | 25,000 | $253.3K | 0.07% | +25,000 | New |
| The PNC Financial Services Group, Inc. | 24,828 | $251.5K | 0.00% | −35,422−58.8% | Reduced |
| MAI Capital Management | 24,750 | $250.7K | 0.00% | −151−0.6% | Reduced |
| Weiss Asset Management LP | 24,656 | $249.8K | 0.03% | +14,320+138.5% | Added |
| Paragon Capital Management Ltd | 24,456 | $247.7K | 0.05% | +6,624+37.1% | Added |
| PEAK6 Investments LLC | 23,984 | $243.0K | 0.02% | +23,984 | New |
| Diligent Investors, LLC | 23,575 | $238.8K | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 23,308 | $236.1K | 0.00% | −709−3.0% | Reduced |
| Creative Financial Designs Inc | 23,225 | $235.3K | 0.03% | 00.0% | Unchanged |
| Compass Financial Group, INC | 23,201 | $235.0K | 0.07% | +43+0.2% | Added |
| Merit Financial Group, LLC | 22,959 | $232.6K | 0.01% | −7,641−25.0% | Reduced |
| Atomi Financial Group, Inc. | 22,553 | $228.5K | 0.10% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 21,956 | $222.4K | 0.02% | +434+2.0% | Added |
| Avantax Advisory Services, Inc. | 21,664 | $219.5K | 0.00% | −22,511−51.0% | Reduced |
| M&T Bank Corp | 21,601 | $218.9K | 0.00% | +1,967+10.0% | Added |
| Lockheed Martin Investment Management Co | 21,584 | $218.6K | 0.01% | +2,400+12.5% | Added |
| US Bancorp | 21,567 | $218.5K | 0.00% | +6,116+39.6% | Added |
| Aviva PLC | 21,157 | $214.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 20,887 | $211.6K | 0.00% | −227−1.1% | Reduced |
| Dimensional Fund Advisors LP | 20,803 | $210.7K | 0.00% | +281+1.4% | Added |
| Aj Wealth Strategies, LLC | 20,337 | $206.0K | 0.01% | +676+3.4% | Added |
| Xponance, Inc. | 19,887 | $201.5K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 19,583 | $200.7K | 0.01% | +32+0.2% | Added |
| Sciencast Management LP | 20,209 | $198.8K | 0.16% | +20,209 | New |
| Camelot Portfolios, LLC | 19,476 | $197.3K | 0.12% | −575−2.9% | Reduced |
| Keybank National Association | 19,057 | $193.0K | 0.00% | −12,000−38.6% | Reduced |
| CIBC Asset Management Inc | 18,700 | $189.4K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 18,683 | $189.3K | 0.17% | +18,683 | New |
| Corton Capital Inc. | 18,468 | $187.1K | 0.09% | −11,900−39.2% | Reduced |
| Equitable Holdings, Inc. | 18,368 | $186.1K | 0.00% | +331+1.8% | Added |
| Founders Financial Alliance, LLC | 18,319 | $185.6K | 0.07% | −649−3.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 17,798 | $180.3K | 0.13% | +17,798 | New |
| O'Rourke & Company, Inc | 17,309 | $175.0K | 0.12% | +198+1.2% | Added |
| Navis Wealth Advisors, LLC | 17,000 | $172.2K | 0.16% | 00.0% | Unchanged |
| Cerity Partners LLC | 16,862 | $170.8K | 0.00% | −147−0.9% | Reduced |
| 180 Wealth Advisors, LLC | 17,121 | $170.7K | 0.04% | +551+3.3% | Added |
| Fisher Asset Management, LLC | 16,485 | $167.0K | 0.00% | +16,485 | New |
| 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 |
| Gateway Investment Advisers LLC | 15,676 | $158.8K | 0.00% | −5,330−25.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 15,488 | $156.9K | 0.05% | +15,488 | New |
| Waterfront Wealth Inc. | 34,402 | $156.6K | 0.05% | +34,402 | New |
| Raymond James Trust N.A. | 15,346 | $155.0K | 0.00% | +536+3.6% | Added |
| Geneos Wealth Management Inc. | 15,100 | $153.0K | 0.01% | +6,900+84.1% | 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 |
| Avantax Planning Partners, Inc. | 14,913 | $151.1K | 0.01% | +973+7.0% | Added |
| Vestmark Advisory Solutions, Inc. | 14,900 | $150.9K | 0.01% | +2,923+24.4% | Added |
| Tradition Wealth Management, LLC | 14,825 | $150.0K | 0.02% | −314−2.1% | Reduced |
| Summit Trail Advisors, LLC | 14,561 | $149.3K | 0.01% | +14,561 | New |
| PFG Advisors | 14,688 | $148.8K | 0.01% | −601−3.9% | Reduced |
| Level Four Advisory Services, LLC | 14,446 | $146.3K | 0.01% | +131+0.9% | Added |
| Los Angeles Capital Management LLC | 14,369 | $145.6K | 0.00% | −788−5.2% | Reduced |
| D.A. Davidson & Co. | 14,333 | $145.2K | 0.00% | +14,333 | New |
| Meeder Advisory Services, Inc. | 14,296 | $144.8K | 0.02% | +1,557+12.2% | Added |
| Ossiam | 14,211 | $144.0K | 0.00% | +5,645+65.9% | Added |
| Selective Wealth Management, Inc. | 14,175 | $141.3K | 0.07% | +14,175 | New |
| Signaturefd, LLC | 13,914 | $140.9K | 0.00% | −3,199−18.7% | Reduced |
| Wetherby Asset Management Inc | 13,852 | $140.3K | 0.01% | −3,316−19.3% | Reduced |
| Change Path, LLC | 13,701 | $139.0K | 0.01% | +2,766+25.3% | Added |
| Snowden Capital Advisors LLC | 13,304 | $134.8K | 0.00% | +13,304 | New |
| Mutual Advisors, LLC | 13,070 | $132.4K | 0.01% | +1,705+15.0% | Added |
| Gsa Capital Partners LLP | 12,928 | $131.0K | 0.01% | −9,067−41.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 12,885 | $130.5K | 0.03% | +12,885 | New |