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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 19,963 | $195.8K | 0.01% | −89,539−81.8% | Reduced |
| Leonteq Securities AG | 20,000 | $196.2K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 20,422 | $200.3K | 0.01% | +8,703+74.3% | Added |
| Algert Global LLC | 20,540 | $201.5K | 0.01% | +20,540 | New |
| Truist Financial Corp | 20,908 | $205.1K | 0.00% | −4,751−18.5% | Reduced |
| APCM Wealth Management for Individuals | 20,910 | $205.1K | 0.03% | +20,910 | New |
| The PNC Financial Services Group, Inc. | 21,021 | $206.2K | 0.00% | +6,369+43.5% | Added |
| Compass Financial Group, INC | 21,308 | $209.0K | 0.06% | −686−3.1% | Reduced |
| Parallel Advisors, LLC | 21,462 | $210.5K | 0.01% | −6,824−24.1% | Reduced |
| 180 Wealth Advisors, LLC | 21,908 | $211.6K | 0.04% | +4,440+25.4% | Added |
| Atomi Financial Group, Inc. | 21,594 | $211.8K | 0.03% | +8,009+59.0% | Added |
| WESPAC Advisors, LLC | 21,806 | $213.9K | 0.15% | +805+3.8% | Added |
| Principal Securities, Inc. | 22,051 | $216.3K | 0.01% | +22,051 | New |
| Park Avenue Securities LLC | 22,247 | $218.0K | 0.00% | −1,332−5.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 22,298 | $218.7K | 0.06% | −7,547−25.3% | Reduced |
| Headlands Technologies LLC | 22,952 | $225.2K | 0.07% | −17,443−43.2% | Reduced |
| Cresset Asset Management, LLC | 22,959 | $228.0K | 0.00% | −57,246−71.4% | Reduced |
| LB Partners LLC | 10,000 | $235.1K | 0.26% | +10,000 | New |
| MAI Capital Management | 24,750 | $242.8K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 25,149 | $246.7K | 0.01% | −7,777−23.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 25,654 | $251.7K | 0.00% | −8,022−23.8% | Reduced |
| Significant Wealth Partners LLC | 25,978 | $254.8K | 0.19% | +25,978 | New |
| Aveo Capital Partners, LLC | 26,055 | $255.6K | 0.03% | −28−0.1% | Reduced |
| Creative Financial Designs Inc | 26,238 | $257.4K | 0.03% | +3,013+13.0% | Added |
| Lazari Capital Management, Inc. | 26,605 | $261.0K | 0.15% | 00.0% | Unchanged |
| Deutsche Bank AG | 26,954 | $264.4K | 0.00% | −42,896−61.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 27,493 | $270.0K | 0.01% | +184+0.7% | Added |
| Equitable Holdings, Inc. | 27,867 | $273.4K | 0.00% | +8,982+47.6% | Added |
| Chiron Investment Management, LLC | 27,986 | $274.5K | 0.10% | +27,986 | New |
| Pinnacle Wealth Planning Services, Inc. | 29,207 | $286.5K | 0.05% | −53−0.2% | Reduced |
| Triton Wealth Management, PLLC | 32,133 | $300.9K | 0.20% | +83+0.3% | Added |
| Centaurus Financial, Inc. | 31,230 | $306.0K | 0.02% | +175+0.6% | Added |
| Harbour Investments, Inc. | 31,265 | $306.7K | 0.01% | −2,270−6.8% | Reduced |
| Redwood Investment Management, LLC | 31,648 | $310.0K | 0.03% | +31,648 | New |
| AIA Group Ltd | 32,011 | $314.0K | 0.01% | +32,011 | New |
| Southland Equity Partners LLC | 32,330 | $317.2K | 0.10% | +13,847+74.9% | Added |
| SG Americas Securities, LLC | 32,727 | $321.0K | 0.00% | +4,777+17.1% | Added |
| RSM US Wealth Management LLC | 32,908 | $326.8K | 0.01% | +32,908 | New |
| SeaCrest Wealth Management, LLC | 34,220 | $328.5K | 0.04% | +19,750+136.5% | Added |
| Paradigm Financial Partners, LLC | 33,904 | $332.6K | 0.08% | +12,704+59.9% | Added |
| Yousif Capital Management, LLC | 34,271 | $336.2K | 0.00% | +2,090+6.5% | Added |
| Pearl River Capital, LLC | 35,816 | $351.4K | 0.06% | −43,164−54.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 35,286 | $351.4K | 0.04% | +1,379+4.1% | Added |
| Castleview Partners, LLC | 35,949 | $352.7K | 0.25% | +90+0.3% | Added |
| Xponance, Inc. | 36,203 | $355.2K | 0.00% | +2,012+5.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 37,397 | $366.9K | 0.00% | −1,913−4.9% | Reduced |
| Sowell Financial Services LLC | 37,246 | $370.0K | 0.02% | +37,246 | New |
| Simplex Trading, LLC | 37,855 | $371.0K | 0.01% | −183,847−82.9% | Reduced |
| CI Private Wealth, LLC | 37,842 | $371.2K | 0.00% | +1,563+4.3% | Added |
| Creative Planning | 38,493 | $377.6K | 0.00% | −5,051−11.6% | Reduced |
| Stephens Inc | 38,715 | $379.8K | 0.01% | −6,603−14.6% | Reduced |
| Sigma Planning Corp | 38,769 | $380.3K | 0.03% | −8,089−17.3% | Reduced |
| Advisory Services Network, LLC | 39,727 | $389.7K | 0.01% | −2,937−6.9% | Reduced |
| Wedmont Private Capital | 39,150 | $389.9K | 0.03% | −550−1.4% | Reduced |
| Parisi Gray Wealth Management | 40,000 | $392.4K | 0.16% | +10,000+33.3% | Added |
| All Season Financial Advisors, Inc. | 40,313 | $395.5K | 0.34% | −19,549−32.7% | Reduced |
| Principal Financial Group Inc | 40,748 | $399.7K | 0.00% | −5,912−12.7% | Reduced |
| Corton Capital Inc. | 40,748 | $399.7K | 0.13% | +15,100+58.9% | Added |
| D. E. Shaw & Co., Inc. | 41,277 | $404.9K | 0.00% | −1,279,511−96.9% | Reduced |
| Bank of Montreal | 41,328 | $416.2K | 0.00% | +10,142+32.5% | Added |
| Guggenheim Capital LLC | 42,511 | $417.0K | 0.00% | −29,438−40.9% | Reduced |
| Boston Private Wealth LLC | 43,813 | $429.8K | 0.01% | −14,539−24.9% | Reduced |
| Franklin Resources Inc | 44,545 | $437.0K | 0.00% | −591−1.3% | Reduced |
| SFI Advisors, LLC | 44,774 | $439.2K | 0.38% | +44,774 | New |
| Clear Street Markets LLC | 46,100 | $452.0K | 0.18% | +46,100 | New |
| DoubleLine ETF Adviser LP | 46,161 | $452.8K | 0.13% | +46,161 | New |
| Samalin Investment Counsel, LLC | 46,574 | $456.9K | 0.23% | +16,727+56.0% | Added |
| Ethic Inc. | 48,655 | $477.3K | 0.01% | −24,498−33.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 48,864 | $479.4K | 0.00% | +3,139+6.9% | Added |
| Nicholas Hoffman & Company, LLC. | 49,514 | $485.7K | 0.03% | −17,658−26.3% | Reduced |
| US Bancorp | 49,635 | $486.9K | 0.00% | +23,469+89.7% | Added |
| Marshall Wace, LLP | 49,658 | $487.1K | 0.00% | +49,658 | New |
| Maryland State Retirement & Pension System | 50,250 | $493.0K | 0.01% | +5,402+12.0% | Added |
| Captrust Financial Advisors | 51,156 | $501.8K | 0.00% | −3,043−5.6% | Reduced |
| Pathstone Holdings, LLC | 50,766 | $503.3K | 0.00% | +50,766 | New |
| Howard Financial Services, Ltd. | 51,864 | $508.8K | 0.10% | +6,491+14.3% | Added |
| Cooper Financial Group | 52,121 | $511.3K | 0.09% | +1,643+3.3% | Added |
| Waterfront Wealth Inc. | 52,215 | $512.2K | 0.15% | +1,251+2.5% | Added |
| Jump Financial, LLC | 52,400 | $514.0K | 0.02% | −154,661−74.7% | Reduced |
| Landscape Capital Management, L.L.C. | 54,056 | $530.3K | 0.05% | +54,056 | New |
| Diligent Investors, LLC | 55,599 | $545.4K | 0.15% | −902−1.6% | Reduced |
| UBS Oconnor LLC | 55,841 | $547.8K | 0.02% | +6,422+13.0% | Added |
| Nomura Asset Management Co Ltd | 56,800 | $557.2K | 0.00% | +16,200+39.9% | Added |
| PMC FIG Opportunities LLC | 25,000 | $559.8K | 1.55% | −35,000−58.3% | Reduced |
| Wedbush Securities Inc | 57,044 | $560.0K | 0.02% | −310−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 57,177 | $561.0K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 57,699 | $566.0K | 0.22% | +20,919+56.9% | Added |
| Cetera Advisors LLC | 57,803 | $567.0K | 0.01% | +4,155+7.7% | Added |
| Keybank National Association | 59,841 | $587.0K | 0.00% | +31,260+109.4% | Added |
| Consolidated Portfolio Review Corp | 59,930 | $587.9K | 0.13% | +1,341+2.3% | Added |
| Oak Thistle LLC | 60,018 | $588.8K | 0.17% | +60,018 | New |
| Aubrey Capital Management Ltd | 60,000 | $588.9K | 0.25% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 61,816 | $606.4K | 0.00% | +16,813+37.4% | Added |
| Verition Fund Management LLC | 63,012 | $618.1K | 0.01% | +63,012 | New |
| National Bank of Canada | 64,290 | $621.0K | 0.00% | −75,100−53.9% | Reduced |
| Firethorn Wealth Partners, LLC | 63,521 | $623.1K | 0.41% | +8,102+14.6% | Added |
| Toronto Dominion Bank | 63,945 | $627.3K | 0.00% | −2,441−3.7% | Reduced |
| KG&L Capital Management,LLC | 64,720 | $634.9K | 0.27% | −1,250−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 67,029 | $657.6K | 0.01% | +34,155+103.9% | Added |
| New York Life Investment Management LLC | 68,736 | $674.3K | 0.01% | +5,700+9.0% | Added |