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 |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 12,672 | $128.5K | 0.00% | +184+1.5% | Added |
| Douglas Lane & Associates, LLC | 12,600 | $127.6K | 0.00% | −6,500−34.0% | Reduced |
| PFG Investments, LLC | 12,532 | $126.9K | 0.02% | +300+2.5% | Added |
| Soltis Investment Advisors LLC | 12,412 | $125.7K | 0.01% | +49+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 12,369 | $125.3K | 0.06% | −681−5.2% | Reduced |
| E&G Advisors, LP | 12,255 | $124.1K | 0.04% | −600−4.7% | Reduced |
| Dynamic Advisor Solutions LLC | 12,236 | $124.0K | 0.01% | −4,798−28.2% | Reduced |
| Buckingham Strategic Partners | 12,222 | $123.8K | 0.01% | +77+0.6% | Added |
| Pasadena Private Wealth, LLC | 12,197 | $123.6K | 0.03% | +437+3.7% | Added |
| Manchester Financial Inc | 12,150 | $123.1K | 0.03% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 12,145 | $123.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,112 | $122.7K | 0.00% | −1,260−9.4% | Reduced |
| Paradigm Financial Partners, LLC | 12,100 | $122.6K | 0.03% | +12,100 | New |
| BTC Capital Management, Inc. | 12,000 | $121.6K | 0.01% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 11,964 | $121.2K | 0.03% | +11,964 | New |
| IHT Wealth Management, LLC | 11,888 | $120.4K | 0.01% | +73+0.6% | Added |
| CFO4Life Group, LLC | 11,855 | $120.1K | 0.03% | +49+0.4% | Added |
| Blueshift Asset Management, LLC | 11,854 | $120.1K | 0.05% | +11,854 | New |
| SG Americas Securities, LLC | 11,825 | $120.0K | 0.00% | −151,319−92.8% | Reduced |
| Stratos Wealth Advisors, LLC | 11,745 | $119.0K | 0.01% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 11,715 | $118.7K | 0.02% | +11,715 | New |
| WESPAC Advisors, LLC | 11,606 | $117.6K | 0.09% | +11,606 | New |
| Perigon Wealth Management, LLC | 11,575 | $117.3K | 0.00% | +644+5.9% | Added |
| MetLife Investment Management | 11,356 | $115.0K | 0.00% | −460−3.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 11,275 | $114.2K | 0.08% | −1,400−11.0% | Reduced |
| Autumn Glory Partners, LLC | 11,200 | $113.5K | 0.08% | −1,800−13.8% | Reduced |
| Kingsview Wealth Management, LLC | 11,175 | $113.2K | 0.00% | +492+4.6% | Added |
| Catalyst Capital Advisors LLC | 11,170 | $113.2K | 0.00% | +3,160+39.5% | Added |
| AQR Capital Management LLC | 11,083 | $112.3K | 0.00% | +11,083 | New |
| St. Louis Financial Planners Asset Management, LLC | 11,038 | $111.8K | 0.11% | +39+0.4% | Added |
| CWM, LLC | 10,455 | $106.0K | 0.00% | −1,256−10.7% | Reduced |
| SkyOak Wealth, LLC | 10,452 | $105.9K | 0.03% | −1,602−13.3% | Reduced |
| Collaborative Wealth Managment Inc. | 10,190 | $103.2K | 0.06% | +10,190 | New |
| Proffitt & Goodson Inc | 10,046 | $101.8K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,036 | $101.7K | 0.00% | +10,036 | New |
| Checchi Capital Advisers, LLC | 10,008 | $101.4K | 0.01% | −5,402−35.1% | Reduced |
| WealthPLAN Partners, LLC | 10,000 | $101.3K | 0.01% | +2,000+25.0% | Added |
| Gratus Capital LLC | 10,000 | $101.3K | 0.01% | +10,000 | New |
| Pacific Capital Wealth Advisors, Inc | 10,000 | $101.3K | 0.03% | +10,000 | New |
| Armstrong Advisory Group, Inc | 9,484 | $96.1K | 0.01% | +4,899+106.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 7,853 | $80.0K | 0.00% | +7,853 | New |
| TD Private Client Wealth LLC | 7,764 | $78.6K | 0.00% | +7,675+8,623.6% | Added |
| Tompkins Financial Corp | 7,250 | $73.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,181 | $72.7K | 0.00% | −2,430−25.3% | Reduced |
| ORG Partners LLC | 7,020 | $71.0K | 0.01% | +7,020 | New |
| Baldwin Brothers Inc | 7,000 | $70.9K | 0.01% | +1,000+16.7% | Added |
| GPS Wealth Strategies Group, LLC | 6,111 | $61.9K | 0.01% | +485+8.6% | Added |
| Huntington National Bank | 5,418 | $54.9K | 0.00% | +1,332+32.6% | Added |
| American International Group, Inc. | 5,109 | $51.8K | 0.00% | −632−11.0% | Reduced |
| Hexagon Capital Partners LLC | 5,050 | $51.2K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 4,600 | $47.0K | 0.02% | +4,600 | New |
| Deseret Mutual Benefit Administrators | 4,563 | $46.2K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 4,412 | $44.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,300 | $43.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4,021 | $40.7K | 0.02% | +568+16.4% | Added |
| Edmond de Rothschild Holding S.A. | 4,000 | $40.5K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,637 | $36.8K | 0.02% | +130+3.7% | Added |
| DuPont Capital Management Corp | 3,266 | $33.1K | 0.00% | −372−10.2% | Reduced |
| EverSource Wealth Advisors, LLC | 3,201 | $32.4K | 0.00% | −241−7.0% | Reduced |
| Larson Financial Group LLC | 3,201 | $32.4K | 0.00% | +78+2.5% | Added |
| Salem Investment Counselors Inc | 3,154 | $32.3K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3,108 | $31.5K | 0.01% | +3,108 | New |
| Front Row Advisors LLC | 3,000 | $31.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 3,025 | $30.6K | 0.00% | +1,000+49.4% | Added |
| Coppell Advisory Solutions LLC | 2,826 | $28.7K | 0.01% | +2,826 | New |
| Highlander Capital Management, LLC | 2,250 | $23.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 2,297 | $22.9K | 0.01% | +82+3.7% | Added |
| Farther Finance Advisors, LLC | 2,189 | $22.2K | 0.00% | +35+1.6% | Added |
| National Bank of Canada | 2,090 | $21.2K | 0.00% | +2,000+2,222.2% | Added |
| Allworth Financial LP | 2,076 | $21.0K | 0.00% | +59+2.9% | Added |
| Resurgent Financial Advisors LLC | 2,012 | $20.4K | 0.01% | +2,012 | New |
| O'Dell Group, LLC | 2,000 | $20.3K | 0.01% | +2,000 | New |
| IFP Advisors, Inc | 1,055 | $19.9K | 0.00% | −445−29.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,879 | $19.0K | 0.00% | −2,149−53.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $17.5K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,713 | $17.4K | 0.00% | +199+13.1% | Added |
| Harbor Investment Advisory, LLC | 1,610 | $16.3K | 0.00% | +1,386+618.8% | Added |
| JJJ Advisors Inc. | 1,564 | $16.0K | 0.00% | −154−9.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,402 | $14.2K | 0.00% | +267+23.5% | Added |
| Lindbrook Capital, LLC | 1,351 | $13.7K | 0.00% | −782−36.7% | Reduced |
| Activest Wealth Management | 1,314 | $13.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,257 | $12.7K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,231 | $12.0K | 0.01% | +44+3.7% | Added |
| CNB Bank | 1,106 | $11.2K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,000 | $10.1K | 0.00% | +1,000 | New |
| Institutional & Family Asset Management, LLC | 938 | $9.50K | 0.00% | +105+12.6% | Added |
| Glassman Wealth Services | 870 | $8.81K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 846 | $8.57K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 825 | $8.46K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 806 | $8.00K | 0.00% | +777+2,679.3% | Added |
| Parkside Financial Bank & Trust | 727 | $7.37K | 0.00% | −550−43.1% | Reduced |
| Fifth Third Bancorp | 723 | $7.32K | 0.00% | −652−47.4% | Reduced |
| Covestor Ltd | 678 | $7.00K | 0.01% | −9,323−93.2% | Reduced |
| PFG Private Wealth Management, LLC | 689 | $6.98K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 614 | $6.29K | 0.00% | +614 | New |
| Wolff Wiese Magana LLC | 600 | $6.08K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 611 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 546 | $5.53K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 543 | $5.50K | 0.00% | +2+0.4% | Added |
| Godsey & Gibb Associates | 540 | $5.47K | 0.00% | 00.0% | Unchanged |