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 |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 40 | $0 | 0.00% | +40 | New |
| Oliver Lagore Vanvalin Investment Group | 0 | $4 | 0.00% | 0 | New |
| Johnson Financial Group, Inc. | 1 | $10 | 0.00% | +1 | New |
| Center for Financial Planning, Inc. | 3 | $30 | 0.00% | +3 | New |
| Atlantic Edge Private Wealth Management, LLC | 4 | $42 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 8 | $79 | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $206 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 24 | $235 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 34 | $334 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 35 | $343 | 0.00% | −24−40.7% | Reduced |
| Raffa Wealth Management, LLC | 47 | $461 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 68 | $667 | 0.00% | +68 | New |
| Key Financial Inc | 89 | $873 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 99 | $972 | 0.00% | +99 | New |
| Semmax Financial Advisors Inc. | 106 | $980 | 0.00% | +4+3.9% | Added |
| NewSquare Capital LLC | 100 | $981 | 0.00% | +100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 136 | $1.00K | 0.00% | −873−86.5% | Reduced |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 56 | $1.00K | 0.00% | +56 | New |
| Quent Capital, LLC | 130 | $1.27K | 0.00% | +130 | New |
| Lee Financial Co | 150 | $1.47K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 170 | $1.67K | 0.00% | +85+100.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 172 | $1.69K | 0.00% | +172 | New |
| Clearstead Advisors, LLC | 200 | $1.96K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 200 | $1.96K | 0.00% | +200 | New |
| Voisard Asset Management Group, Inc. | 200 | $1.96K | 0.00% | +200 | New |
| Caption Management, LLC | 203 | $1.99K | 0.00% | −64,182−99.7% | Reduced |
| Quadrant Capital Group LLC | 207 | $2.03K | 0.00% | −356−63.2% | Reduced |
| Fortitude Family Office, LLC | 229 | $2.25K | 0.00% | +229 | New |
| Spectrum Wealth Counsel, LLC | 230 | $2.26K | 0.00% | +230 | New |
| Archer Investment Corp | 254 | $2.49K | 0.00% | +5+2.0% | Added |
| Aspect Partners, LLC | 256 | $2.51K | 0.00% | +256 | New |
| Caitlin John, LLC | 274 | $2.72K | 0.00% | +274 | New |
| Atticus Wealth Management, LLC | 300 | $2.94K | 0.00% | +300 | New |
| ICA Group Wealth Management, LLC | 300 | $2.94K | 0.00% | +300 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 306 | $3.00K | 0.00% | −185−37.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 348 | $3.31K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 361 | $3.42K | 0.00% | +361 | New |
| PSI Advisors, LLC | 400 | $3.92K | 0.00% | +200+100.0% | Added |
| FSC Wealth Advisors, LLC | 400 | $3.92K | 0.00% | +400 | New |
| American National Bank | 405 | $3.97K | 0.00% | +405 | New |
| Bell Investment Advisors, Inc | 406 | $3.98K | 0.00% | +26+6.8% | Added |
| Massmutual Trust Co FSB | 409 | $4.01K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 459 | $4.50K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 471 | $4.62K | 0.00% | −256−35.2% | Reduced |
| Grove Bank & Trust | 520 | $5.10K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 540 | $5.30K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 560 | $5.50K | 0.00% | +22+4.1% | Added |
| Versant Capital Management, Inc | 584 | $5.73K | 0.00% | +134+29.8% | Added |
| Wolff Wiese Magana LLC | 600 | $5.89K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 701 | $6.96K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 681 | $7.00K | 0.00% | +3+0.4% | Added |
| Gradient Investments LLC | 733 | $7.19K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 846 | $8.30K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 927 | $9.00K | 0.00% | +21+2.3% | Added |
| Institutional & Family Asset Management, LLC | 967 | $9.49K | 0.00% | +29+3.1% | Added |
| Glassman Wealth Services | 977 | $9.58K | 0.00% | +107+12.3% | Added |
| Peoples Bank | 1,000 | $9.81K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,113 | $10.9K | 0.00% | +1,113 | New |
| Point72 Europe (London) LLP | 1,152 | $11.3K | 0.00% | +1,152 | New |
| Financial Connections Group, Inc. | 1,313 | $12.0K | 0.01% | +52+4.1% | Added |
| Lindbrook Capital, LLC | 1,243 | $12.2K | 0.00% | −261−17.4% | Reduced |
| Sound Income Strategies, LLC | 1,250 | $12.3K | 0.00% | +1,250 | New |
| Tortoise Investment Management, LLC | 1,257 | $12.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,303 | $12.8K | 0.01% | +1,303 | New |
| Impact Partnership Wealth, LLC | 1,316 | $12.9K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 1,368 | $13.4K | 0.00% | +1,368 | New |
| Whittier Trust Co of Nevada Inc | 1,402 | $13.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,425 | $14.0K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 1,500 | $14.7K | 0.00% | +1,500 | New |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $17.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,800 | $17.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,860 | $18.2K | 0.00% | −906−32.8% | Reduced |
| Operose Advisors LLC | 1,862 | $18.3K | 0.01% | +1,862 | New |
| Quarry LP | 1,903 | $18.7K | 0.01% | +1,903 | New |
| IFP Advisors, Inc | 1,945 | $19.1K | 0.00% | +1,791+1,163.0% | Added |
| AdvisorNet Financial, Inc | 2,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,000 | $19.6K | 0.01% | +2,000 | New |
| Activest Wealth Management | 2,005 | $19.7K | 0.01% | +691+52.6% | Added |
| Winch Advisory Services, LLC | 2,210 | $21.7K | 0.01% | +2,210 | New |
| Resurgent Financial Advisors LLC | 2,211 | $21.7K | 0.01% | +2,211 | New |
| Kozak & Associates, Inc. | 2,451 | $24.4K | 0.01% | +126+5.4% | Added |
| Planning Capital Management Corp | 2,659 | $26.1K | 0.02% | +2,659 | New |
| TCTC Holdings, LLC | 2,712 | $26.6K | 0.00% | +2,712 | New |
| Beverly Hills Private Wealth, LLC | 2,940 | $28.8K | 0.01% | +1,145+63.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,992 | $29.4K | 0.00% | +537+21.9% | Added |
| Front Row Advisors LLC | 3,000 | $29.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,154 | $30.9K | 0.00% | +499+18.8% | Added |
| Salem Investment Counselors Inc | 3,154 | $31.4K | 0.00% | −1,010−24.3% | Reduced |
| Broadwater Capital Management LLC | 3,300 | $32.4K | 0.03% | +3,300 | New |
| Larson Financial Group LLC | 3,372 | $33.1K | 0.00% | +93+2.8% | Added |
| EntryPoint Capital, LLC | 3,600 | $35.3K | 0.03% | +3,600 | New |
| Bruce G. Allen Investments, LLC | 3,780 | $37.1K | 0.03% | +3,780 | New |
| Huntington National Bank | 3,890 | $38.2K | 0.00% | −1,645−29.7% | Reduced |
| Deseret Mutual Benefit Administrators | 4,192 | $41.1K | 0.02% | −371−8.1% | Reduced |
| Spire Wealth Management | 4,412 | $43.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 4,678 | $45.9K | 0.00% | +4,678 | New |
| Raleigh Capital Management Inc. | 4,693 | $46.0K | 0.02% | −88−1.8% | Reduced |
| Retirement Group, LLC | 4,826 | $47.3K | 0.02% | +4,826 | New |