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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 4,836 | $47.4K | 0.00% | +2,096+76.5% | Added |
| Hexagon Capital Partners LLC | 5,050 | $49.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,054 | $49.6K | 0.00% | −1,853−26.8% | Reduced |
| American International Group, Inc. | 5,313 | $52.1K | 0.00% | +304+6.1% | Added |
| Montag A & Associates Inc | 5,586 | $55.5K | 0.00% | +5,586 | New |
| Coppell Advisory Solutions LLC | 5,783 | $56.7K | 0.01% | +4,475+342.1% | Added |
| Abich Financial Wealth Management LLC | 5,794 | $56.8K | 0.05% | +5,794 | New |
| GPS Wealth Strategies Group, LLC | 6,111 | $59.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6,200 | $60.8K | 0.00% | −1,194−16.1% | Reduced |
| Private Trust Co NA | 6,377 | $62.6K | 0.01% | +3,352+110.8% | Added |
| MeadowBrook Investment Advisors LLC | 3,099 | $67.4K | 0.06% | +3,099 | New |
| Global Wealth Management Investment Advisory, Inc. | 6,901 | $67.7K | 0.02% | −28,764−80.7% | Reduced |
| Tradition Wealth Management, LLC | 6,952 | $68.0K | 0.01% | −3,757−35.1% | Reduced |
| Baldwin Brothers Inc | 7,000 | $68.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7,108 | $70.6K | 0.02% | +5,544+354.5% | Added |
| Tompkins Financial Corp | 7,250 | $71.1K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 8,175 | $80.2K | 0.01% | +8,175 | New |
| Carmichael Hill & Associates, Inc. | 8,374 | $82.1K | 0.04% | +2,308+38.0% | Added |
| CWM, LLC | 8,742 | $86.0K | 0.00% | −1,058−10.8% | Reduced |
| Rothschild Investment LLC | 9,200 | $90.3K | 0.01% | +9,200 | New |
| NBC Securities, Inc. | 9,669 | $94.0K | 0.01% | −6,166−38.9% | Reduced |
| Proffitt & Goodson Inc | 9,696 | $95.1K | 0.02% | −350−3.5% | Reduced |
| Gilman Hill Asset Management, LLC | 10,000 | $98.1K | 0.02% | −5,000−33.3% | Reduced |
| Gratus Capital LLC | 10,000 | $98.1K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 10,000 | $98.1K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,000 | $98.1K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,057 | $98.7K | 0.00% | +10,057 | New |
| Collaborative Wealth Managment Inc. | 10,190 | $100.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,065 | $100.0K | 0.00% | +2,626+35.3% | Added |
| Essex Financial Services, Inc. | 10,430 | $102.3K | 0.01% | +10,430 | New |
| SkyOak Wealth, LLC | 10,452 | $102.5K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 10,547 | $103.0K | 0.00% | +1,697+19.2% | Added |
| WealthPlan Investment Management, LLC | 10,583 | $103.8K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10,740 | $105.4K | 0.05% | +10,240+2,048.0% | Added |
| Cerity Partners LLC | 10,852 | $106.5K | 0.00% | −10,994−50.3% | Reduced |
| Oarsman Capital, Inc. | 10,877 | $106.7K | 0.03% | +10,877 | New |
| Anfield Capital Management, LLC | 11,142 | $109.3K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 11,250 | $110.4K | 0.01% | −4,241−27.4% | Reduced |
| King Luther Capital Management Corp | 11,395 | $111.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11,695 | $114.7K | 0.06% | −325−2.7% | Reduced |
| Wealthcare Advisory Partners LLC | 11,777 | $115.5K | 0.00% | +194+1.7% | Added |
| IHT Wealth Management, LLC | 11,802 | $115.8K | 0.01% | −253−2.1% | Reduced |
| Steel Peak Wealth Management LLC | 11,728 | $116.5K | 0.01% | +11,728 | New |
| Ieq Capital, LLC | 11,932 | $117.1K | 0.00% | +11,932 | New |
| MONECO Advisors, LLC | 12,015 | $117.9K | 0.02% | +28+0.2% | Added |
| Lafayette Investments, Inc. | 12,100 | $118.7K | 0.03% | +12,100 | New |
| Steward Partners Investment Advisory, LLC | 12,130 | $119.0K | 0.00% | +836+7.4% | Added |
| Manchester Financial Inc | 12,150 | $119.2K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 12,155 | $119.2K | 0.04% | −100−0.8% | Reduced |
| Gateway Wealth Partners, LLC | 12,434 | $122.0K | 0.05% | +12,434 | New |
| Dynamic Advisor Solutions LLC | 12,792 | $122.8K | 0.00% | −1,345−9.5% | Reduced |
| Fisher Asset Management, LLC | 12,549 | $123.1K | 0.00% | +12,549 | New |
| MetLife Investment Management | 12,573 | $123.3K | 0.00% | +793+6.7% | Added |
| Buckingham Strategic Partners | 12,606 | $123.7K | 0.01% | +339+2.8% | Added |
| Teamwork Financial Advisors, LLC | 12,622 | $123.8K | 0.02% | +951+8.1% | Added |
| Lincoln National Corp | 12,743 | $125.0K | 0.00% | +12,743 | New |
| WealthPLAN Partners, LLC | 12,800 | $125.6K | 0.01% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 13,000 | $127.5K | 0.01% | −2,000−13.3% | Reduced |
| Mutual Advisors, LLC | 13,108 | $128.6K | 0.00% | −483−3.6% | Reduced |
| Pasadena Private Wealth, LLC | 13,173 | $129.2K | 0.03% | +526+4.2% | Added |
| Raymond James Trust N.A. | 13,187 | $129.4K | 0.00% | −2,795−17.5% | Reduced |
| PFG Investments, LLC | 13,202 | $129.5K | 0.02% | +361+2.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,382 | $131.3K | 0.03% | +268+2.0% | Added |
| Jaffetilchin Investment Partners, LLC | 13,629 | $133.7K | 0.01% | −246−1.8% | Reduced |
| Cannell Peter B & Co Inc | 14,000 | $137.3K | 0.00% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 14,124 | $138.6K | 0.03% | +1,147+8.8% | Added |
| Dudley Capital Management, LLC | 14,150 | $138.8K | 0.09% | +14,150 | New |
| Level Four Advisory Services, LLC | 14,453 | $141.8K | 0.01% | −8,459−36.9% | Reduced |
| Highlander Capital Management, LLC | 14,740 | $144.6K | 0.05% | +3,600+32.3% | Added |
| Armstrong Advisory Group, Inc | 14,890 | $146.1K | 0.01% | +5,381+56.6% | Added |
| J.W. Cole Advisors, Inc. | 15,141 | $148.5K | 0.01% | +4,169+38.0% | Added |
| Motiv8 Investments LLC | 15,171 | $148.8K | 0.13% | +15,171 | New |
| Fermata Advisors, LLC | 15,174 | $148.9K | 0.04% | +15,174 | New |
| Foundations Investment Advisors, LLC | 15,680 | $151.6K | 0.00% | +15,680 | New |
| Avantax Planning Partners, Inc. | 15,473 | $151.8K | 0.01% | −260−1.7% | Reduced |
| Avantax Advisory Services, Inc. | 15,788 | $154.9K | 0.00% | −1,797−10.2% | Reduced |
| Sonora Investment Management Group, LLC | 15,793 | $154.9K | 0.01% | +3,397+27.4% | Added |
| Geneos Wealth Management Inc. | 16,100 | $157.9K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 16,103 | $158.0K | 0.00% | +749+4.9% | Added |
| Hudson Valley Investment Advisors Inc | 16,000 | $159.4K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 16,293 | $159.8K | 0.01% | −380,717−95.9% | Reduced |
| Paragon Capital Management Ltd | 16,385 | $160.7K | 0.03% | −6,004−26.8% | Reduced |
| Western Wealth Management, LLC | 16,967 | $166.5K | 0.01% | −6,712−28.3% | Reduced |
| Point72 Asset Management, L.P. | 17,000 | $166.8K | 0.00% | −14,400−45.9% | Reduced |
| Navis Wealth Advisors, LLC | 17,000 | $166.8K | 0.22% | 00.0% | Unchanged |
| Norden Group LLC | 17,089 | $167.6K | 0.03% | +1,387+8.8% | Added |
| Baker Avenue Asset Management, LP | 17,562 | $172.3K | 0.01% | +17,513+35,740.8% | Added |
| Lockheed Martin Investment Management Co | 15,084 | $174.0K | 0.01% | −6,500−30.1% | Reduced |
| GWM Advisors LLC | 17,899 | $174.8K | 0.00% | −11,279−38.7% | Reduced |
| Oracle Alpha Inc. | 17,825 | $174.9K | 0.23% | +17,825 | New |
| M&T Bank Corp | 18,097 | $177.6K | 0.00% | −4,981−21.6% | Reduced |
| Thrivent Financial for Lutherans | 18,261 | $179.0K | 0.00% | +1,203+7.1% | Added |
| D.A. Davidson & Co. | 18,457 | $181.1K | 0.00% | +710+4.0% | Added |
| O'Rourke & Company, Inc | 18,532 | $182.0K | 0.12% | +1,019+5.8% | Added |
| CIBC Private Wealth Group, LLC | 18,698 | $183.4K | 0.00% | −8,355−30.9% | Reduced |
| CIBC Asset Management Inc | 18,700 | $183.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors Inc | 18,819 | $184.6K | 0.00% | −1,873,490−99.0% | Reduced |
| Beacon Pointe Advisors, LLC | 19,358 | $189.9K | 0.00% | −3,575−15.6% | Reduced |
| Worth Asset Management, LLC | 19,495 | $191.2K | 0.14% | +19,495 | New |
| Camelot Portfolios, LLC | 19,862 | $194.9K | 0.12% | +6,164+45.0% | Added |