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, Q3 2023
Institutional positions in AGNC Investment Corp. as of Sep 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
- 431
- +2 vs. Q2 2023
- Shares held
- 252.6M
- +9.57M (+3.9%) vs. Q2 2023
- Total value
- $2.39B
- −$77.8M (−3.2%) vs. Q2 2023
- New holders
- 56
- 203 more added
- Sold out
- 54
- 98 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 4 | $39 | 0.00% | +4 | New |
| Eukles Asset Management | 10 | $94 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 24 | $177 | 0.00% | +24 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $198 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 24 | $219 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 34 | $344 | 0.00% | +34 | New |
| Whittier Trust Co | 41 | $387 | 0.00% | +41 | New |
| Raffa Wealth Management, LLC | 47 | $444 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 49 | $463 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 59 | $557 | 0.00% | +21+55.3% | Added |
| Fortis Group Advisors, LLC | 85 | $802 | 0.00% | +85 | New |
| Key Financial Inc | 89 | $840 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 102 | $865 | 0.00% | +102 | New |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 128 | $1.20K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 150 | $1.42K | 0.00% | +150 | New |
| IFP Advisors, Inc | 154 | $1.45K | 0.00% | −901−85.4% | Reduced |
| Clearstead Advisors, LLC | 200 | $1.89K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $1.89K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 204 | $1.93K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 249 | $2.35K | 0.00% | +4+1.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 348 | $3.29K | 0.00% | +348 | New |
| Bell Investment Advisors, Inc | 380 | $3.59K | 0.00% | −86−18.5% | Reduced |
| Massmutual Trust Co FSB | 409 | $3.86K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 383 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 438 | $4.13K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 450 | $4.25K | 0.00% | +179+66.1% | Added |
| Kelly Financial Services LLC | 459 | $4.33K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 491 | $4.63K | 0.00% | −52−9.6% | Reduced |
| Cape Investment Advisory, Inc. | 500 | $4.72K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 520 | $4.91K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 538 | $5.08K | 0.00% | +217+67.6% | Added |
| Godsey & Gibb Associates | 540 | $5.10K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 563 | $5.32K | 0.00% | +136+31.9% | Added |
| Wolff Wiese Magana LLC | 600 | $5.66K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 678 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 611 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 701 | $6.70K | 0.00% | −124−15.0% | Reduced |
| Parkside Financial Bank & Trust | 727 | $6.86K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 733 | $6.92K | 0.00% | −980−57.2% | Reduced |
| Oakworth Capital, Inc. | 846 | $7.99K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 870 | $8.21K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 938 | $8.86K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 906 | $9.00K | 0.00% | +100+12.4% | Added |
| Authentikos Wealth Advisory, LLC | 1,000 | $9.44K | 0.01% | +1,000 | New |
| Peoples Bank | 1,000 | $9.44K | 0.01% | +1,000 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,009 | $9.53K | 0.00% | +1,009 | New |
| CNB Bank | 1,106 | $10.4K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,261 | $11.0K | 0.01% | +30+2.4% | Added |
| Tortoise Investment Management, LLC | 1,257 | $11.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1,314 | $12.4K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,316 | $12.4K | 0.00% | −55,146−97.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,402 | $13.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,425 | $13.5K | 0.00% | −185−11.5% | Reduced |
| Coppell Advisory Solutions LLC | 1,308 | $13.5K | 0.00% | −1,518−53.7% | Reduced |
| Lindbrook Capital, LLC | 1,504 | $14.2K | 0.00% | +153+11.3% | Added |
| JJJ Advisors Inc. | 1,564 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $16.3K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,795 | $16.9K | 0.01% | +1,795 | New |
| Federation des caisses Desjardins du Quebec | 1,800 | $17.0K | 0.00% | −2,500−58.1% | Reduced |
| AdvisorNet Financial, Inc | 2,000 | $18.9K | 0.00% | +2,000 | New |
| Kozak & Associates, Inc. | 2,325 | $20.8K | 0.01% | +28+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,455 | $23.2K | 0.00% | +576+30.7% | Added |
| Farther Finance Advisors, LLC | 2,655 | $25.1K | 0.00% | +466+21.3% | Added |
| Allworth Financial LP | 2,740 | $25.9K | 0.00% | +664+32.0% | Added |
| EverSource Wealth Advisors, LLC | 2,766 | $26.1K | 0.00% | −435−13.6% | Reduced |
| Private Trust Co NA | 3,025 | $28.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3,000 | $28.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,279 | $31.0K | 0.00% | +78+2.4% | Added |
| Edmond de Rothschild Holding S.A. | 4,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,164 | $39.8K | 0.00% | +1,010+32.0% | Added |
| Spire Wealth Management | 4,412 | $41.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,563 | $43.1K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4,781 | $45.1K | 0.02% | +760+18.9% | Added |
| American International Group, Inc. | 5,009 | $47.3K | 0.00% | −100−2.0% | Reduced |
| Hexagon Capital Partners LLC | 5,050 | $47.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 5,535 | $52.2K | 0.00% | +117+2.2% | Added |
| Carmichael Hill & Associates, Inc. | 6,066 | $57.3K | 0.03% | +2,429+66.8% | Added |
| GPS Wealth Strategies Group, LLC | 6,111 | $57.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,907 | $65.2K | 0.00% | −7,007−50.4% | Reduced |
| Global Retirement Partners, LLC | 7,439 | $65.4K | 0.00% | +258+3.6% | Added |
| Baldwin Brothers Inc | 7,000 | $66.1K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,250 | $68.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7,394 | $69.8K | 0.00% | −370−4.8% | Reduced |
| KBC Group NV | 8,850 | $84.0K | 0.00% | +8,850 | New |
| Armstrong Advisory Group, Inc | 9,509 | $89.8K | 0.01% | +25+0.3% | Added |
| CWM, LLC | 9,800 | $93.0K | 0.00% | −655−6.3% | Reduced |
| Catalyst Capital Advisors LLC | 9,960 | $94.0K | 0.00% | −1,210−10.8% | Reduced |
| Gratus Capital LLC | 10,000 | $94.4K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 10,000 | $94.4K | 0.03% | 00.0% | Unchanged |
| Meteora Capital, LLC | 10,000 | $94.4K | 0.02% | +10,000 | New |
| Axxcess Wealth Management, LLC | 10,000 | $94.4K | 0.00% | +10,000 | New |
| Proffitt & Goodson Inc | 10,046 | $94.8K | 0.02% | 00.0% | Unchanged |
| St. Louis Financial Planners Asset Management, LLC | 10,829 | $95.2K | 0.08% | −209−1.9% | Reduced |
| Summit Trail Advisors, LLC | 10,038 | $96.1K | 0.00% | −4,523−31.1% | Reduced |
| Collaborative Wealth Managment Inc. | 10,190 | $96.2K | 0.06% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,452 | $98.7K | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 10,583 | $99.9K | 0.02% | +10,583 | New |