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 |
|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 29,847 | $281.8K | 0.16% | +1,695+6.0% | Added |
| Parisi Gray Wealth Management | 30,000 | $283.2K | 0.13% | 00.0% | Unchanged |
| National Asset Management, Inc. | 30,297 | $289.6K | 0.01% | −16,181−34.8% | Reduced |
| Centaurus Financial, Inc. | 31,055 | $293.0K | 0.03% | +765+2.5% | Added |
| Point72 Asset Management, L.P. | 31,400 | $296.4K | 0.00% | +31,400 | New |
| Foster Victor Wealth Advisors, LLC | 33,907 | $302.8K | 0.04% | +1,149+3.5% | Added |
| Yousif Capital Management, LLC | 32,181 | $303.8K | 0.00% | +485+1.5% | Added |
| Tower Research Capital LLC (TRC) | 32,874 | $310.3K | 0.01% | −14,439−30.5% | Reduced |
| JustInvest LLC | 32,926 | $310.8K | 0.01% | −7,406−18.4% | Reduced |
| Bridgefront Capital, LLC | 33,071 | $312.2K | 0.22% | +33,071 | New |
| Wolverine Trading, LLC | 33,119 | $312.6K | 0.00% | −47,979−59.2% | Reduced |
| Bank of Montreal | 31,186 | $314.4K | 0.00% | +1,107+3.7% | Added |
| Harbour Investments, Inc. | 33,535 | $316.6K | 0.02% | +203+0.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 33,676 | $317.9K | 0.00% | −12,058−26.4% | Reduced |
| Xponance, Inc. | 34,191 | $322.8K | 0.00% | +14,304+71.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 35,665 | $336.7K | 0.09% | +2,159+6.4% | Added |
| Castleview Partners, LLC | 35,859 | $338.5K | 0.31% | +17,176+91.9% | Added |
| CI Private Wealth, LLC | 36,279 | $342.4K | 0.00% | +13,152+56.9% | Added |
| Founders Financial Alliance, LLC | 36,780 | $347.2K | 0.15% | +18,461+100.8% | Added |
| Wedmont Private Capital | 39,700 | $360.9K | 0.04% | +254+0.6% | Added |
| Duality Advisers, LP | 38,938 | $367.6K | 0.04% | −38,316−49.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,310 | $371.1K | 0.00% | +39,310 | New |
| Sheaff Brock Investment Advisors, LLC | 39,498 | $372.9K | 0.04% | +449+1.1% | Added |
| Headlands Technologies LLC | 40,395 | $381.3K | 0.19% | +12,137+43.0% | Added |
| Nomura Asset Management Co Ltd | 40,600 | $383.3K | 0.00% | +600+1.5% | Added |
| Advisory Services Network, LLC | 42,664 | $402.7K | 0.01% | +1,949+4.8% | Added |
| Creative Planning | 43,544 | $411.1K | 0.00% | −506−1.1% | Reduced |
| Waterfront Wealth Inc. | 50,964 | $412.7K | 0.14% | +16,562+48.1% | Added |
| Pathstone Family Office, LLC | 43,872 | $417.4K | 0.00% | +956+2.2% | Added |
| Maryland State Retirement & Pension System | 44,848 | $423.4K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 45,003 | $424.8K | 0.00% | +3,476+8.4% | Added |
| Franklin Resources Inc | 45,136 | $426.1K | 0.00% | +6,738+17.5% | Added |
| Stephens Inc | 45,318 | $427.8K | 0.01% | +352+0.8% | Added |
| Howard Financial Services, Ltd. | 45,373 | $428.3K | 0.10% | +1,309+3.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 45,725 | $431.6K | 0.00% | +45,725 | New |
| Principal Financial Group Inc | 46,660 | $440.5K | 0.00% | +3,947+9.2% | Added |
| Sigma Planning Corp | 46,858 | $442.3K | 0.02% | +16,126+52.5% | Added |
| Private Portfolio Partners LLC | 47,449 | $447.9K | 0.12% | +19,350+68.9% | Added |
| Boston Partners | 48,232 | $455.3K | 0.00% | +48,232 | New |
| Aubrey Capital Management Ltd | 60,000 | $460.1K | 0.26% | +60,000 | New |
| UBS Oconnor LLC | 49,419 | $466.5K | 0.01% | −15,962−24.4% | Reduced |
| Cooper Financial Group | 50,478 | $476.5K | 0.11% | −207−0.4% | Reduced |
| Cetera Advisors LLC | 53,648 | $506.4K | 0.01% | +5,317+11.0% | Added |
| Captrust Financial Advisors | 54,199 | $511.6K | 0.00% | +922+1.7% | Added |
| Firethorn Wealth Partners, LLC | 55,419 | $523.2K | 0.40% | +720+1.3% | Added |
| Diligent Investors, LLC | 56,501 | $533.4K | 0.16% | +32,926+139.7% | Added |
| Illinois Municipal Retirement Fund | 57,177 | $540.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 57,354 | $541.0K | 0.03% | +4,805+9.1% | Added |
| Boston Private Wealth LLC | 58,352 | $550.8K | 0.01% | −5,083−8.0% | Reduced |
| Consolidated Portfolio Review Corp | 58,589 | $553.1K | 0.13% | −7,966−12.0% | Reduced |
| Elequin Capital LP | 54,742 | $557.1K | 0.11% | +14,742+36.9% | Added |
| All Season Financial Advisors, Inc. | 59,862 | $565.1K | 0.57% | +3,251+5.7% | Added |
| PMC FIG Opportunities LLC | 60,000 | $566.4K | 2.04% | −40,000−40.0% | Reduced |
| MYDA Advisors LLC | 60,000 | $566.4K | 0.21% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 60,362 | $569.8K | 0.19% | +12,326+25.7% | Added |
| New York Life Investment Management LLC | 63,036 | $595.1K | 0.01% | +63,036 | New |
| Caption Management, LLC | 64,385 | $607.8K | 0.08% | −13,415−17.2% | Reduced |
| KG&L Capital Management,LLC | 65,970 | $622.8K | 0.30% | +26,485+67.1% | Added |
| Simplify Asset Management Inc. | 66,000 | $623.0K | 0.10% | +66,000 | New |
| Campbell & CO Investment Adviser LLC | 66,160 | $624.5K | 0.07% | +13,913+26.6% | Added |
| Toronto Dominion Bank | 66,386 | $626.7K | 0.00% | +1,835+2.8% | Added |
| Nicholas Hoffman & Company, LLC. | 67,172 | $634.1K | 0.05% | +630+0.9% | Added |
| International Assets Investment Management, LLC | 69,185 | $649.0K | 0.09% | +10,144+17.2% | Added |
| Deutsche Bank AG | 69,850 | $659.4K | 0.00% | −21,267−23.3% | Reduced |
| Pictet Asset Management Holding SA | 70,115 | $661.9K | 0.00% | +70,115 | New |
| Guidance Capital, Inc | 74,648 | $665.9K | 0.30% | +929+1.3% | Added |
| Public Employees Retirement Association of Colorado | 71,525 | $675.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 71,949 | $679.2K | 0.01% | −37,394−34.2% | Reduced |
| Ethic Inc. | 73,153 | $690.6K | 0.02% | −20,617−22.0% | Reduced |
| Centiva Capital, LP | 74,767 | $705.8K | 0.04% | +74,767 | New |
| Hudson Bay Capital Management LP | 75,000 | $708.0K | 0.01% | +75,000 | New |
| Cetera Investment Advisers | 76,030 | $717.7K | 0.01% | +14,645+23.9% | Added |
| Mariner, LLC | 77,517 | $731.8K | 0.00% | +1,910+2.5% | Added |
| Sciencast Management LP | 77,951 | $735.9K | 0.33% | +57,742+285.7% | Added |
| Pearl River Capital, LLC | 78,980 | $745.6K | 0.12% | +2,903+3.8% | Added |
| Fortitude Advisory Group L.L.C. | 79,453 | $750.0K | 0.51% | +61,655+346.4% | Added |
| CAPROCK Group, Inc. | 79,409 | $759.1K | 0.06% | −51−0.1% | Reduced |
| Cresset Asset Management, LLC | 80,205 | $766.7K | 0.01% | −68,880−46.2% | Reduced |
| First Trust Advisors LP | 81,216 | $766.7K | 0.00% | −154,449−65.5% | Reduced |
| Handelsbanken Fonder AB | 82,500 | $779.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 83,156 | $785.0K | 0.00% | −1,669−2.0% | Reduced |
| AlphaCentric Advisors LLC | 84,646 | $799.1K | 0.45% | −40,000−32.1% | Reduced |
| Sunbelt Securities, Inc. | 87,976 | $830.5K | 0.11% | +10,767+13.9% | Added |
| AE Wealth Management LLC | 89,363 | $843.6K | 0.01% | −37,759−29.7% | Reduced |
| Amalgamated Bank | 89,919 | $849.0K | 0.01% | +3,517+4.1% | Added |
| Penserra Capital Management LLC | 90,586 | $855.0K | 0.02% | +8,321+10.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 92,482 | $873.0K | 0.45% | +92,482 | New |
| Parallax Volatility Advisers, L.P. | 93,936 | $886.8K | 0.03% | +9,172+10.8% | Added |
| Independent Financial Group, LLC | 94,190 | $889.1K | 0.06% | +12,200+14.9% | Added |
| Atria Wealth Solutions, Inc. | 98,875 | $934.9K | 0.01% | +38,314+63.3% | Added |
| Utah Retirement Systems | 99,775 | $941.9K | 0.01% | +1,700+1.7% | Added |
| Altrafin AG | 100,000 | $944.0K | 0.41% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 100,504 | $949.0K | 0.00% | +4,116+4.3% | Added |
| Tredje AP-fonden | 103,084 | $973.1K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 102,390 | $974.8K | 0.00% | +36,396+55.2% | Added |
| Two Sigma Securities, LLC | 109,502 | $1.03M | 0.05% | +54,921+100.6% | Added |
| Manufacturers Life Insurance Company, The | 112,220 | $1.06M | 0.00% | +91,333+437.3% | Added |
| HBK Sorce Advisory LLC | 113,016 | $1.07M | 0.05% | +1,186+1.1% | Added |
| ING Groep NV | 114,145 | $1.08M | 0.01% | +114,145 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 116,115 | $1.10M | 0.00% | +19,599+20.3% | Added |