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, Q4 2023
Institutional positions in AGNC Investment Corp. as of Dec 31, 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
- 468
- +42 vs. Q3 2023
- Shares held
- 267.6M
- +20.5M (+8.3%) vs. Q3 2023
- Total value
- $2.63B
- +$294.1M (+12.6%) vs. Q3 2023
- New holders
- 103
- 169 more added
- Sold out
- 61
- 132 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 63,366,808 | $621.6M | 0.01% | +6,019,268+10.5% | Added |
| BlackRock Inc. | 36,101,674 | $354.2M | 0.01% | +4,276,555+13.4% | Added |
| State Street Corp | 16,105,113 | $159.8M | 0.01% | +707,743+4.6% | Added |
| Geode Capital Management, LLC | 10,392,397 | $102.0M | 0.01% | +1,205,577+13.1% | Added |
| Allspring Global Investments Holdings, LLC | 7,682,998 | $75.4M | 0.12% | +395,796+5.4% | Added |
| Clearbridge Investments, LLC | 7,380,614 | $72.4M | 0.06% | +79,316+1.1% | Added |
| Norges Bank | 7,055,597 | $69.2M | 0.01% | +2,164,853+44.3% | Added |
| Equity Investment Corp | 5,913,432 | $58.0M | 1.63% | −430,543−6.8% | Reduced |
| Northern Trust Corp | 5,668,516 | $55.6M | 0.01% | +128,401+2.3% | Added |
| Victory Capital Management Inc | 5,175,807 | $50.8M | 0.05% | +3,109,966+150.5% | Added |
| Charles Schwab Investment Management Inc | 4,319,163 | $42.4M | 0.01% | +500,145+13.1% | Added |
| Bank of America Corp | 4,030,811 | $39.5M | 0.00% | +535,216+15.3% | Added |
| Vaughan Nelson Investment Management, L.P. | 3,933,970 | $38.6M | 0.39% | +3,933,970 | New |
| Morgan Stanley | 3,411,498 | $33.5M | 0.00% | −961,396−22.0% | Reduced |
| GEM Realty Capital | 3,313,903 | $32.5M | 5.36% | +3,313,903 | New |
| Van Eck Associates Corp | 2,567,757 | $25.2M | 0.05% | +815,713+46.6% | Added |
| Bank of New York Mellon Corp | 2,377,598 | $23.3M | 0.00% | −10,336−0.4% | Reduced |
| Nuveen Asset Management, LLC | 2,363,509 | $23.2M | 0.01% | +416,853+21.4% | Added |
| Dupree Financial Group, LLC | 2,178,351 | $21.4M | 10.46% | +2,178,351 | New |
| Davidson Investment Advisors | 2,091,640 | $20.5M | 1.18% | −6,928−0.3% | Reduced |
| Invesco Ltd. | 2,070,588 | $20.3M | 0.00% | +48,110+2.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,990,416 | $19.5M | 0.04% | +21,878+1.1% | Added |
| Thompson Siegel & Walmsley LLC | 1,854,046 | $18.2M | 0.29% | −13,108−0.7% | Reduced |
| Barclays PLC | 1,610,200 | $15.8M | 0.01% | +673,484+71.9% | Added |
| Storebrand Asset Management AS | 1,603,738 | $15.7M | 0.06% | −43,868−2.7% | Reduced |
| Centiva Capital, LP | 1,585,097 | $15.5M | 0.97% | +1,510,330+2,020.0% | Added |
| UBS Group AG | 1,370,728 | $13.4M | 0.01% | +8,823+0.6% | Added |
| LPL Financial LLC | 1,366,740 | $13.4M | 0.01% | +65,287+5.0% | Added |
| Legal & General Group Plc | 1,281,221 | $12.6M | 0.00% | −24,519−1.9% | Reduced |
| Swiss National Bank | 1,194,400 | $11.7M | 0.01% | −115,000−8.8% | Reduced |
| JPMorgan Chase & Co | 1,179,283 | $11.6M | 0.00% | −2,271,239−65.8% | Reduced |
| California Public Employees Retirement System | 1,148,780 | $11.3M | 0.01% | +33,490+3.0% | Added |
| Stieven Capital Advisors, L.P. | 1,099,800 | $10.8M | 2.32% | +1,099,800 | New |
| Advisor Group Holdings, Inc. | 1,085,911 | $10.7M | 0.02% | +159,819+17.3% | Added |
| Artemis Investment Management LLP | 1,085,364 | $10.6M | 0.16% | +1,085,364 | New |
| UBS Asset Management Americas Inc | 1,056,969 | $10.4M | 0.00% | +36,430+3.6% | Added |
| Raymond James & Associates | 1,051,095 | $10.3M | 0.01% | −27,326−2.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,040,125 | $10.2M | 0.02% | +490,125+89.1% | Added |
| Amundi | 1,000,215 | $9.95M | 0.00% | +23,866+2.4% | Added |
| Goldman Sachs Group Inc | 987,563 | $9.69M | 0.00% | +73,555+8.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 933,903 | $9.16M | 0.23% | +933,903 | New |
| Envestnet Asset Management Inc | 929,052 | $9.11M | 0.00% | −1,101−0.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 884,189 | $8.67M | 0.51% | −22,190−2.4% | Reduced |
| TCW Group Inc | 861,041 | $8.45M | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 858,645 | $8.42M | 0.01% | +502,444+141.1% | Added |
| Pekin Hardy Strauss, Inc. | 839,672 | $8.24M | 1.23% | +700,843+504.8% | Added |
| Russell Investments Group, Ltd. | 816,904 | $8.02M | 0.01% | +652,799+397.8% | Added |
| FWL Investment Management, LLC | 810,973 | $7.96M | 4.64% | −102,050−11.2% | Reduced |
| Rhumbline Advisers | 732,437 | $7.19M | 0.01% | +47,526+6.9% | Added |
| Neuberger Berman Group LLC | 700,900 | $6.88M | 0.01% | −110,758−13.6% | Reduced |
| SEI Investments Co | 691,918 | $6.79M | 0.01% | −46,247−6.3% | Reduced |
| Natixis Advisors, L.P. | 669,490 | $6.57M | 0.02% | +669,490 | New |
| Wells Fargo & Company | 661,923 | $6.49M | 0.00% | +75,928+13.0% | Added |
| Ameriprise Financial Inc | 660,651 | $6.48M | 0.00% | −428,292−39.3% | Reduced |
| California State Teachers Retirement System | 650,931 | $6.39M | 0.01% | −11,748−1.8% | Reduced |
| Voya Investment Management LLC | 648,428 | $6.36M | 0.01% | −1,042,571−61.7% | Reduced |
| RMB Capital Management, LLC | 630,074 | $6.18M | 0.19% | +200,000+46.5% | Added |
| Credit Suisse AG | 622,709 | $6.11M | 0.01% | −5,118−0.8% | Reduced |
| PL Capital Advisors, LLC | 620,772 | $6.09M | 2.10% | +420,672+210.2% | Added |
| New York State Common Retirement Fund | 605,392 | $5.94M | 0.01% | +11,803+2.0% | Added |
| Mendon Capital Advisors Corp | 600,000 | $5.89M | 2.77% | +600,000 | New |
| Northern Right Capital Management, L.P. | 575,000 | $5.64M | 2.27% | +575,000 | New |
| BCJ Capital Management, LLC | 566,864 | $5.56M | 0.48% | +566,864 | New |
| Bell Bank | 555,505 | $5.45M | 0.53% | +36,478+7.0% | Added |
| State Board of Administration of Florida Retirement System | 554,356 | $5.44M | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 546,146 | $5.36M | 0.05% | 00.0% | Unchanged |
| Wellington Management Group LLP | 529,046 | $5.19M | 0.00% | −583,931−52.5% | Reduced |
| Transcend Wealth Collective, LLC | 517,363 | $5.08M | 0.45% | +12,304+2.4% | Added |
| State of Wisconsin Investment Board | 488,281 | $4.79M | 0.01% | −16,385−3.2% | Reduced |
| Mount Lucas Management LP | 480,920 | $4.72M | 1.66% | +96,020+24.9% | Added |
| Advisors Asset Management, Inc. | 477,240 | $4.68M | 0.10% | +248,235+108.4% | Added |
| Independent Financial Group, LLC | 465,308 | $4.56M | 0.24% | +371,118+394.0% | Added |
| Stifel Financial Corp | 448,170 | $4.40M | 0.01% | −3,290−0.7% | Reduced |
| Royal Bank of Canada | 431,767 | $4.24M | 0.00% | +1,897+0.4% | Added |
| Beck Capital Management, LLC | 419,535 | $4.12M | 1.41% | −8,316−1.9% | Reduced |
| Putnam Investments LLC | 418,363 | $4.10M | 0.01% | +13,016+3.2% | Added |
| Commonwealth Equity Services, LLC | 397,273 | $3.90M | 0.01% | +24,223+6.5% | Added |
| Prudential Financial Inc | 393,742 | $3.86M | 0.01% | +2,026+0.5% | Added |
| Alliancebernstein L.P. | 381,733 | $3.74M | 0.00% | +63,810+20.1% | Added |
| VisionPoint Advisory Group, LLC | 369,437 | $3.62M | 1.34% | −27,471−6.9% | Reduced |
| VPR Management LLC | 350,000 | $3.43M | 0.89% | 00.0% | Unchanged |
| RBF Capital, LLC | 350,000 | $3.43M | 0.21% | +350,000 | New |
| Continuum Advisory, LLC | 347,483 | $3.41M | 0.48% | −8,674−2.4% | Reduced |
| QRG Capital Management, Inc. | 336,144 | $3.30M | 0.05% | −51,075−13.2% | Reduced |
| Qube Research & Technologies Ltd | 335,255 | $3.29M | 0.01% | +335,255 | New |
| BNP Paribas Arbitrage, SA | 323,473 | $3.17M | 0.01% | −307,337−48.7% | Reduced |
| Price T Rowe Associates Inc | 321,328 | $3.15M | 0.00% | +50,232+18.5% | Added |
| State of New Jersey Common Pension Fund D | 313,028 | $3.07M | 0.01% | +21,896+7.5% | Added |
| Holocene Advisors, LP | 310,077 | $3.04M | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 298,525 | $2.93M | 0.04% | −41,918−12.3% | Reduced |
| Group One Trading, L.P. | 297,594 | $2.92M | 0.09% | +268,204+912.6% | Added |
| Treasurer of the State of North Carolina | 286,578 | $2.81M | 0.01% | +25,700+9.9% | Added |
| Janus Henderson Group PLC | 277,908 | $2.73M | 0.00% | −1220.0% | Reduced |
| FJ Capital Management LLC | 275,766 | $2.71M | 0.27% | +275,766 | New |
| TCG Advisory Services, LLC | 274,979 | $2.70M | 0.19% | +26,294+10.6% | Added |
| Public Employees Retirement System of Ohio | 270,596 | $2.65M | 0.01% | +28,631+11.8% | Added |
| Prevail Innovative Wealth Advisors, LLC | 261,340 | $2.56M | 1.22% | +168,858+182.6% | Added |
| Jacobs Asset Management, LLC | 259,400 | $2.54M | 1.99% | −40,600−13.5% | Reduced |
| BlueCrest Capital Management Ltd | 252,153 | $2.47M | 0.41% | −950,731−79.0% | Reduced |
| Bramshill Investments, LLC | 251,797 | $2.47M | 0.24% | −48,550−16.2% | Reduced |