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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 10,709 | $101.0K | 0.01% | −4,116−27.8% | Reduced |
| J.W. Cole Advisors, Inc. | 10,972 | $103.6K | 0.01% | +10,972 | New |
| Highlander Capital Management, LLC | 11,140 | $105.0K | 0.04% | +8,890+395.1% | Added |
| Anfield Capital Management, LLC | 11,142 | $105.2K | 0.05% | +11,142 | New |
| Integrated Wealth Concepts LLC | 11,270 | $106.4K | 0.00% | +11,270 | New |
| Steward Partners Investment Advisory, LLC | 11,294 | $106.6K | 0.00% | −102,016−90.0% | Reduced |
| Meeder Advisory Services, Inc. | 11,392 | $107.5K | 0.01% | −2,904−20.3% | Reduced |
| King Luther Capital Management Corp | 11,395 | $107.6K | 0.00% | −750−6.2% | Reduced |
| Prosperitas Financial LLC | 11,449 | $108.1K | 0.08% | +11,449 | New |
| Journey Strategic Wealth LLC | 11,500 | $108.6K | 0.01% | +11,500 | New |
| Wealthcare Advisory Partners LLC | 11,583 | $109.3K | 0.01% | +1,547+15.4% | Added |
| Teamwork Financial Advisors, LLC | 11,671 | $110.2K | 0.02% | +11,671 | New |
| Perigon Wealth Management, LLC | 11,719 | $110.6K | 0.00% | +144+1.2% | Added |
| Stratos Wealth Advisors, LLC | 11,745 | $110.9K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 11,837 | $111.0K | 0.02% | +11,431+2,815.5% | Added |
| CFO4Life Group, LLC | 11,760 | $111.0K | 0.03% | −95−0.8% | Reduced |
| MetLife Investment Management | 11,780 | $111.2K | 0.00% | +424+3.7% | Added |
| MONECO Advisors, LLC | 11,987 | $113.2K | 0.03% | +23+0.2% | Added |
| BTC Capital Management, Inc. | 12,000 | $113.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12,020 | $113.5K | 0.06% | −349−2.8% | Reduced |
| IHT Wealth Management, LLC | 12,055 | $113.8K | 0.01% | +167+1.4% | Added |
| Manchester Financial Inc | 12,150 | $114.7K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 12,255 | $115.7K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 12,267 | $115.8K | 0.01% | +45+0.4% | Added |
| Sonora Investment Management Group, LLC | 12,396 | $117.0K | 0.01% | −13,500−52.1% | Reduced |
| Pasadena Private Wealth, LLC | 12,647 | $119.4K | 0.04% | +450+3.7% | Added |
| WealthPLAN Partners, LLC | 12,800 | $120.8K | 0.01% | +2,800+28.0% | Added |
| PFG Investments, LLC | 12,841 | $121.2K | 0.02% | +309+2.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,114 | $123.8K | 0.04% | +229+1.8% | Added |
| Portside Wealth Group, LLC | 12,977 | $124.0K | 0.02% | +1,262+10.8% | Added |
| Gateway Investment Advisers LLC | 13,159 | $124.2K | 0.00% | −2,517−16.1% | Reduced |
| Atomi Financial Group, Inc. | 13,585 | $128.2K | 0.04% | −8,968−39.8% | Reduced |
| Brookstone Capital Management | 15,529 | $128.3K | 0.00% | −40,929−72.5% | Reduced |
| Mutual Advisors, LLC | 13,591 | $128.3K | 0.01% | +521+4.0% | Added |
| Camelot Portfolios, LLC | 13,698 | $129.3K | 0.12% | −5,778−29.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 13,875 | $131.0K | 0.01% | +13,875 | New |
| Cannell Peter B & Co Inc | 14,000 | $132.2K | 0.00% | +14,000 | New |
| Dynamic Advisor Solutions LLC | 14,137 | $133.4K | 0.01% | +1,901+15.5% | Added |
| Los Angeles Capital Management LLC | 14,369 | $135.6K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 14,470 | $136.6K | 0.02% | −15,430−51.6% | Reduced |
| The PNC Financial Services Group, Inc. | 14,652 | $138.3K | 0.00% | −10,176−41.0% | Reduced |
| Hilton Capital Management, LLC | 15,000 | $141.6K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 15,000 | $141.6K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 15,354 | $144.9K | 0.01% | +4,179+37.4% | Added |
| PFG Advisors | 15,491 | $146.2K | 0.01% | +803+5.5% | Added |
| Wetherby Asset Management Inc | 15,532 | $146.6K | 0.01% | +1,680+12.1% | Added |
| Lloyd Advisory Services, LLC. | 15,702 | $148.2K | 0.05% | +15,702 | New |
| Norden Group LLC | 15,702 | $148.2K | 0.05% | +15,702 | New |
| Avantax Planning Partners, Inc. | 15,733 | $148.5K | 0.01% | +820+5.5% | Added |
| NBC Securities, Inc. | 15,835 | $149.0K | 0.02% | +15,835 | New |
| Raymond James Trust N.A. | 15,982 | $150.9K | 0.00% | +636+4.1% | Added |
| Hudson Valley Investment Advisors Inc | 16,000 | $151.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16,100 | $152.0K | 0.01% | +1,000+6.6% | Added |
| HB Wealth Management, LLC | 16,197 | $152.9K | 0.00% | +16,197 | New |
| Navis Wealth Advisors, LLC | 17,000 | $160.5K | 0.23% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 17,058 | $161.0K | 0.00% | −301,724−94.6% | Reduced |
| 180 Wealth Advisors, LLC | 17,468 | $164.9K | 0.04% | +347+2.0% | Added |
| O'Rourke & Company, Inc | 17,513 | $165.0K | 0.12% | +204+1.2% | Added |
| Avantax Advisory Services, Inc. | 17,585 | $166.0K | 0.00% | −4,079−18.8% | Reduced |
| Tranquility Partners, LLC | 17,612 | $166.3K | 0.07% | +17,612 | New |
| Dimensional Fund Advisors LP | 17,614 | $166.3K | 0.00% | −3,189−15.3% | Reduced |
| D.A. Davidson & Co. | 17,747 | $167.5K | 0.00% | +3,414+23.8% | Added |
| AQR Capital Management LLC | 17,835 | $168.4K | 0.00% | +6,752+60.9% | Added |
| Southland Equity Partners LLC | 18,483 | $174.5K | 0.06% | +18,483 | New |
| CIBC Asset Management Inc | 18,700 | $176.5K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 18,885 | $178.3K | 0.00% | +517+2.8% | Added |
| Echo Street Capital Management LLC | 19,649 | $185.5K | 0.00% | +19,649 | New |
| Evoke Wealth, LLC | 19,588 | $187.3K | 0.01% | +50.0% | Added |
| Leonteq Securities AG | 20,000 | $188.8K | 0.02% | +20,000 | New |
| Paradigm Financial Partners, LLC | 21,200 | $189.1K | 0.05% | +9,100+75.2% | Added |
| CenterStar Asset Management, LLC | 20,286 | $191.4K | 0.52% | +20,286 | New |
| WESPAC Advisors, LLC | 21,001 | $198.3K | 0.15% | +9,395+80.9% | Added |
| Cerity Partners LLC | 21,846 | $206.2K | 0.00% | +4,984+29.6% | Added |
| Compass Financial Group, INC | 21,994 | $207.6K | 0.06% | −1,207−5.2% | Reduced |
| Paragon Capital Management Ltd | 22,389 | $211.4K | 0.05% | −2,067−8.5% | Reduced |
| Level Four Advisory Services, LLC | 22,912 | $216.3K | 0.01% | +8,466+58.6% | Added |
| Beacon Pointe Advisors, LLC | 22,933 | $216.5K | 0.00% | −375−1.6% | Reduced |
| M&T Bank Corp | 23,078 | $217.9K | 0.00% | +1,477+6.8% | Added |
| Creative Financial Designs Inc | 23,225 | $219.2K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 23,579 | $223.0K | 0.00% | +23,579 | New |
| Western Wealth Management, LLC | 23,679 | $223.5K | 0.02% | +1,723+7.8% | Added |
| NWF Advisory Services Inc. | 24,640 | $232.6K | 0.05% | +24,640 | New |
| MAI Capital Management | 24,750 | $233.6K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 25,648 | $242.1K | 0.12% | +7,180+38.9% | Added |
| Truist Financial Corp | 25,659 | $242.2K | 0.00% | −191−0.7% | Reduced |
| Aveo Capital Partners, LLC | 26,083 | $246.2K | 0.03% | −4,148−13.7% | Reduced |
| US Bancorp | 26,166 | $247.0K | 0.00% | +4,599+21.3% | Added |
| Autumn Glory Partners, LLC | 26,200 | $247.3K | 0.15% | +15,000+133.9% | Added |
| Lockheed Martin Investment Management Co | 21,584 | $248.9K | 0.02% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 26,605 | $251.2K | 0.15% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 27,053 | $255.4K | 0.00% | +2,035+8.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 27,309 | $258.0K | 0.01% | −2,724−9.1% | Reduced |
| SG Americas Securities, LLC | 27,950 | $264.0K | 0.00% | +16,125+136.4% | Added |
| Parallel Advisors, LLC | 28,286 | $267.0K | 0.01% | +2,398+9.3% | Added |
| Keybank National Association | 28,581 | $269.8K | 0.00% | +9,524+50.0% | Added |
| Triton Wealth Management, PLLC | 32,050 | $269.9K | 0.18% | +20.0% | Added |
| GWM Advisors LLC | 29,178 | $275.4K | 0.00% | +1,896+6.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 29,260 | $276.2K | 0.05% | +410+1.4% | Added |
| Group One Trading, L.P. | 29,390 | $277.4K | 0.01% | +29,390 | New |
| Legacy Capital Wealth Partners, LLC | 29,845 | $281.7K | 0.08% | +29,845 | New |