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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 45,003 | $424.8K | 0.00% | +3,476+8.4% | Added |
| Maryland State Retirement & Pension System | 44,848 | $423.4K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 43,872 | $417.4K | 0.00% | +956+2.2% | Added |
| Waterfront Wealth Inc. | 50,964 | $412.7K | 0.14% | +16,562+48.1% | Added |
| Creative Planning | 43,544 | $411.1K | 0.00% | −506−1.1% | Reduced |
| Advisory Services Network, LLC | 42,664 | $402.7K | 0.01% | +1,949+4.8% | Added |
| Nomura Asset Management Co Ltd | 40,600 | $383.3K | 0.00% | +600+1.5% | Added |
| Headlands Technologies LLC | 40,395 | $381.3K | 0.19% | +12,137+43.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 39,498 | $372.9K | 0.04% | +449+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 39,310 | $371.1K | 0.00% | +39,310 | New |
| Duality Advisers, LP | 38,938 | $367.6K | 0.04% | −38,316−49.6% | Reduced |
| Wedmont Private Capital | 39,700 | $360.9K | 0.04% | +254+0.6% | Added |
| Founders Financial Alliance, LLC | 36,780 | $347.2K | 0.15% | +18,461+100.8% | Added |
| CI Private Wealth, LLC | 36,279 | $342.4K | 0.00% | +13,152+56.9% | Added |
| Castleview Partners, LLC | 35,859 | $338.5K | 0.31% | +17,176+91.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 35,665 | $336.7K | 0.09% | +2,159+6.4% | Added |
| Xponance, Inc. | 34,191 | $322.8K | 0.00% | +14,304+71.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 33,676 | $317.9K | 0.00% | −12,058−26.4% | Reduced |
| Harbour Investments, Inc. | 33,535 | $316.6K | 0.02% | +203+0.6% | Added |
| Bank of Montreal | 31,186 | $314.4K | 0.00% | +1,107+3.7% | Added |
| Wolverine Trading, LLC | 33,119 | $312.6K | 0.00% | −47,979−59.2% | Reduced |
| Bridgefront Capital, LLC | 33,071 | $312.2K | 0.22% | +33,071 | New |
| JustInvest LLC | 32,926 | $310.8K | 0.01% | −7,406−18.4% | Reduced |
| Tower Research Capital LLC (TRC) | 32,874 | $310.3K | 0.01% | −14,439−30.5% | Reduced |
| Yousif Capital Management, LLC | 32,181 | $303.8K | 0.00% | +485+1.5% | Added |
| Foster Victor Wealth Advisors, LLC | 33,907 | $302.8K | 0.04% | +1,149+3.5% | Added |
| Point72 Asset Management, L.P. | 31,400 | $296.4K | 0.00% | +31,400 | New |
| Centaurus Financial, Inc. | 31,055 | $293.0K | 0.03% | +765+2.5% | Added |
| National Asset Management, Inc. | 30,297 | $289.6K | 0.01% | −16,181−34.8% | Reduced |
| Parisi Gray Wealth Management | 30,000 | $283.2K | 0.13% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 29,847 | $281.8K | 0.16% | +1,695+6.0% | Added |
| Legacy Capital Wealth Partners, LLC | 29,845 | $281.7K | 0.08% | +29,845 | New |
| Group One Trading, L.P. | 29,390 | $277.4K | 0.01% | +29,390 | New |
| Pinnacle Wealth Planning Services, Inc. | 29,260 | $276.2K | 0.05% | +410+1.4% | Added |
| GWM Advisors LLC | 29,178 | $275.4K | 0.00% | +1,896+6.9% | Added |
| Triton Wealth Management, PLLC | 32,050 | $269.9K | 0.18% | +20.0% | Added |
| Keybank National Association | 28,581 | $269.8K | 0.00% | +9,524+50.0% | Added |
| Parallel Advisors, LLC | 28,286 | $267.0K | 0.01% | +2,398+9.3% | Added |
| SG Americas Securities, LLC | 27,950 | $264.0K | 0.00% | +16,125+136.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 27,309 | $258.0K | 0.01% | −2,724−9.1% | Reduced |
| CIBC Private Wealth Group, LLC | 27,053 | $255.4K | 0.00% | +2,035+8.1% | Added |
| Lazari Capital Management, Inc. | 26,605 | $251.2K | 0.15% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 21,584 | $248.9K | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 26,200 | $247.3K | 0.15% | +15,000+133.9% | Added |
| US Bancorp | 26,166 | $247.0K | 0.00% | +4,599+21.3% | Added |
| Aveo Capital Partners, LLC | 26,083 | $246.2K | 0.03% | −4,148−13.7% | Reduced |
| Truist Financial Corp | 25,659 | $242.2K | 0.00% | −191−0.7% | Reduced |
| Corton Capital Inc. | 25,648 | $242.1K | 0.12% | +7,180+38.9% | Added |
| MAI Capital Management | 24,750 | $233.6K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 24,640 | $232.6K | 0.05% | +24,640 | New |
| Western Wealth Management, LLC | 23,679 | $223.5K | 0.02% | +1,723+7.8% | Added |
| Park Avenue Securities LLC | 23,579 | $223.0K | 0.00% | +23,579 | New |
| Creative Financial Designs Inc | 23,225 | $219.2K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 23,078 | $217.9K | 0.00% | +1,477+6.8% | Added |
| Beacon Pointe Advisors, LLC | 22,933 | $216.5K | 0.00% | −375−1.6% | Reduced |
| Level Four Advisory Services, LLC | 22,912 | $216.3K | 0.01% | +8,466+58.6% | Added |
| Paragon Capital Management Ltd | 22,389 | $211.4K | 0.05% | −2,067−8.5% | Reduced |
| Compass Financial Group, INC | 21,994 | $207.6K | 0.06% | −1,207−5.2% | Reduced |
| Cerity Partners LLC | 21,846 | $206.2K | 0.00% | +4,984+29.6% | Added |
| WESPAC Advisors, LLC | 21,001 | $198.3K | 0.15% | +9,395+80.9% | Added |
| CenterStar Asset Management, LLC | 20,286 | $191.4K | 0.52% | +20,286 | New |
| Paradigm Financial Partners, LLC | 21,200 | $189.1K | 0.05% | +9,100+75.2% | Added |
| Leonteq Securities AG | 20,000 | $188.8K | 0.02% | +20,000 | New |
| Evoke Wealth, LLC | 19,588 | $187.3K | 0.01% | +50.0% | Added |
| Echo Street Capital Management LLC | 19,649 | $185.5K | 0.00% | +19,649 | New |
| Equitable Holdings, Inc. | 18,885 | $178.3K | 0.00% | +517+2.8% | Added |
| CIBC Asset Management Inc | 18,700 | $176.5K | 0.00% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 18,483 | $174.5K | 0.06% | +18,483 | New |
| AQR Capital Management LLC | 17,835 | $168.4K | 0.00% | +6,752+60.9% | Added |
| D.A. Davidson & Co. | 17,747 | $167.5K | 0.00% | +3,414+23.8% | Added |
| Dimensional Fund Advisors LP | 17,614 | $166.3K | 0.00% | −3,189−15.3% | Reduced |
| Tranquility Partners, LLC | 17,612 | $166.3K | 0.07% | +17,612 | New |
| Avantax Advisory Services, Inc. | 17,585 | $166.0K | 0.00% | −4,079−18.8% | Reduced |
| O'Rourke & Company, Inc | 17,513 | $165.0K | 0.12% | +204+1.2% | Added |
| 180 Wealth Advisors, LLC | 17,468 | $164.9K | 0.04% | +347+2.0% | Added |
| Thrivent Financial for Lutherans | 17,058 | $161.0K | 0.00% | −301,724−94.6% | Reduced |
| Navis Wealth Advisors, LLC | 17,000 | $160.5K | 0.23% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 16,197 | $152.9K | 0.00% | +16,197 | New |
| Geneos Wealth Management Inc. | 16,100 | $152.0K | 0.01% | +1,000+6.6% | Added |
| Hudson Valley Investment Advisors Inc | 16,000 | $151.0K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 15,982 | $150.9K | 0.00% | +636+4.1% | Added |
| NBC Securities, Inc. | 15,835 | $149.0K | 0.02% | +15,835 | New |
| Avantax Planning Partners, Inc. | 15,733 | $148.5K | 0.01% | +820+5.5% | 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 |
| Wetherby Asset Management Inc | 15,532 | $146.6K | 0.01% | +1,680+12.1% | Added |
| PFG Advisors | 15,491 | $146.2K | 0.01% | +803+5.5% | Added |
| Kingsview Wealth Management, LLC | 15,354 | $144.9K | 0.01% | +4,179+37.4% | Added |
| 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 |
| The PNC Financial Services Group, Inc. | 14,652 | $138.3K | 0.00% | −10,176−41.0% | Reduced |
| SeaCrest Wealth Management, LLC | 14,470 | $136.6K | 0.02% | −15,430−51.6% | Reduced |
| Los Angeles Capital Management LLC | 14,369 | $135.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 14,137 | $133.4K | 0.01% | +1,901+15.5% | Added |
| Cannell Peter B & Co Inc | 14,000 | $132.2K | 0.00% | +14,000 | New |
| Jaffetilchin Investment Partners, LLC | 13,875 | $131.0K | 0.01% | +13,875 | New |
| Camelot Portfolios, LLC | 13,698 | $129.3K | 0.12% | −5,778−29.7% | Reduced |
| Mutual Advisors, LLC | 13,591 | $128.3K | 0.01% | +521+4.0% | Added |
| Brookstone Capital Management | 15,529 | $128.3K | 0.00% | −40,929−72.5% | Reduced |
| Atomi Financial Group, Inc. | 13,585 | $128.2K | 0.04% | −8,968−39.8% | Reduced |