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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 13,159 | $124.2K | 0.00% | −2,517−16.1% | Reduced |
| Portside Wealth Group, LLC | 12,977 | $124.0K | 0.02% | +1,262+10.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,114 | $123.8K | 0.04% | +229+1.8% | Added |
| PFG Investments, LLC | 12,841 | $121.2K | 0.02% | +309+2.5% | Added |
| WealthPLAN Partners, LLC | 12,800 | $120.8K | 0.01% | +2,800+28.0% | Added |
| Pasadena Private Wealth, LLC | 12,647 | $119.4K | 0.04% | +450+3.7% | Added |
| Sonora Investment Management Group, LLC | 12,396 | $117.0K | 0.01% | −13,500−52.1% | Reduced |
| Buckingham Strategic Partners | 12,267 | $115.8K | 0.01% | +45+0.4% | Added |
| E&G Advisors, LP | 12,255 | $115.7K | 0.04% | 00.0% | Unchanged |
| Manchester Financial Inc | 12,150 | $114.7K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 12,055 | $113.8K | 0.01% | +167+1.4% | Added |
| Newbridge Financial Services Group, Inc. | 12,020 | $113.5K | 0.06% | −349−2.8% | Reduced |
| BTC Capital Management, Inc. | 12,000 | $113.3K | 0.01% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 11,987 | $113.2K | 0.03% | +23+0.2% | Added |
| MetLife Investment Management | 11,780 | $111.2K | 0.00% | +424+3.7% | Added |
| CFO4Life Group, LLC | 11,760 | $111.0K | 0.03% | −95−0.8% | Reduced |
| Cutler Group LP | 11,837 | $111.0K | 0.02% | +11,431+2,815.5% | Added |
| Stratos Wealth Advisors, LLC | 11,745 | $110.9K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 11,719 | $110.6K | 0.00% | +144+1.2% | Added |
| Teamwork Financial Advisors, LLC | 11,671 | $110.2K | 0.02% | +11,671 | New |
| Wealthcare Advisory Partners LLC | 11,583 | $109.3K | 0.01% | +1,547+15.4% | Added |
| Journey Strategic Wealth LLC | 11,500 | $108.6K | 0.01% | +11,500 | New |
| Prosperitas Financial LLC | 11,449 | $108.1K | 0.08% | +11,449 | New |
| King Luther Capital Management Corp | 11,395 | $107.6K | 0.00% | −750−6.2% | Reduced |
| Meeder Advisory Services, Inc. | 11,392 | $107.5K | 0.01% | −2,904−20.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,294 | $106.6K | 0.00% | −102,016−90.0% | Reduced |
| Integrated Wealth Concepts LLC | 11,270 | $106.4K | 0.00% | +11,270 | New |
| Anfield Capital Management, LLC | 11,142 | $105.2K | 0.05% | +11,142 | New |
| Highlander Capital Management, LLC | 11,140 | $105.0K | 0.04% | +8,890+395.1% | Added |
| J.W. Cole Advisors, Inc. | 10,972 | $103.6K | 0.01% | +10,972 | New |
| Tradition Wealth Management, LLC | 10,709 | $101.0K | 0.01% | −4,116−27.8% | Reduced |
| WealthPlan Investment Management, LLC | 10,583 | $99.9K | 0.02% | +10,583 | New |
| SkyOak Wealth, LLC | 10,452 | $98.7K | 0.03% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 10,190 | $96.2K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,038 | $96.1K | 0.00% | −4,523−31.1% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 10,829 | $95.2K | 0.08% | −209−1.9% | Reduced |
| Proffitt & Goodson Inc | 10,046 | $94.8K | 0.02% | 00.0% | Unchanged |
| 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 |
| Catalyst Capital Advisors LLC | 9,960 | $94.0K | 0.00% | −1,210−10.8% | Reduced |
| CWM, LLC | 9,800 | $93.0K | 0.00% | −655−6.3% | Reduced |
| Armstrong Advisory Group, Inc | 9,509 | $89.8K | 0.01% | +25+0.3% | Added |
| KBC Group NV | 8,850 | $84.0K | 0.00% | +8,850 | New |
| TD Private Client Wealth LLC | 7,394 | $69.8K | 0.00% | −370−4.8% | Reduced |
| Tompkins Financial Corp | 7,250 | $68.4K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 7,000 | $66.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,439 | $65.4K | 0.00% | +258+3.6% | Added |
| Signaturefd, LLC | 6,907 | $65.2K | 0.00% | −7,007−50.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,111 | $57.7K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6,066 | $57.3K | 0.03% | +2,429+66.8% | Added |
| Huntington National Bank | 5,535 | $52.2K | 0.00% | +117+2.2% | Added |
| Hexagon Capital Partners LLC | 5,050 | $47.7K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 5,009 | $47.3K | 0.00% | −100−2.0% | Reduced |
| Raleigh Capital Management Inc. | 4,781 | $45.1K | 0.02% | +760+18.9% | Added |
| Deseret Mutual Benefit Administrators | 4,563 | $43.1K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 4,412 | $41.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4,164 | $39.8K | 0.00% | +1,010+32.0% | Added |
| Edmond de Rothschild Holding S.A. | 4,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,279 | $31.0K | 0.00% | +78+2.4% | Added |
| Front Row Advisors LLC | 3,000 | $28.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 3,025 | $28.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,766 | $26.1K | 0.00% | −435−13.6% | Reduced |
| Allworth Financial LP | 2,740 | $25.9K | 0.00% | +664+32.0% | Added |
| Farther Finance Advisors, LLC | 2,655 | $25.1K | 0.00% | +466+21.3% | Added |
| Northwestern Mutual Wealth Management Co | 2,455 | $23.2K | 0.00% | +576+30.7% | Added |
| Kozak & Associates, Inc. | 2,325 | $20.8K | 0.01% | +28+1.2% | Added |
| AdvisorNet Financial, Inc | 2,000 | $18.9K | 0.00% | +2,000 | New |
| Federation des caisses Desjardins du Quebec | 1,800 | $17.0K | 0.00% | −2,500−58.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,795 | $16.9K | 0.01% | +1,795 | New |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $16.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,564 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,504 | $14.2K | 0.00% | +153+11.3% | Added |
| Coppell Advisory Solutions LLC | 1,308 | $13.5K | 0.00% | −1,518−53.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,425 | $13.5K | 0.00% | −185−11.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,402 | $13.2K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,316 | $12.4K | 0.00% | −55,146−97.7% | Reduced |
| Activest Wealth Management | 1,314 | $12.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,257 | $11.9K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,261 | $11.0K | 0.01% | +30+2.4% | Added |
| CNB Bank | 1,106 | $10.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,009 | $9.53K | 0.00% | +1,009 | New |
| Authentikos Wealth Advisory, LLC | 1,000 | $9.44K | 0.01% | +1,000 | New |
| Peoples Bank | 1,000 | $9.44K | 0.01% | +1,000 | New |
| Ci Investments Inc. | 906 | $9.00K | 0.00% | +100+12.4% | Added |
| Institutional & Family Asset Management, LLC | 938 | $8.86K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 870 | $8.21K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 846 | $7.99K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 733 | $6.92K | 0.00% | −980−57.2% | Reduced |
| Parkside Financial Bank & Trust | 727 | $6.86K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 701 | $6.70K | 0.00% | −124−15.0% | Reduced |
| Covestor Ltd | 678 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 611 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $5.66K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 563 | $5.32K | 0.00% | +136+31.9% | Added |
| Godsey & Gibb Associates | 540 | $5.10K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 538 | $5.08K | 0.00% | +217+67.6% | Added |
| Grove Bank & Trust | 520 | $4.91K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 500 | $4.72K | 0.00% | 00.0% | Unchanged |