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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 247,383 | $2.43M | 0.01% | −217,823−46.8% | Reduced |
| Squarepoint Ops LLC | 246,378 | $2.42M | 0.01% | +82,544+50.4% | Added |
| Mercer Global Advisors Inc | 245,126 | $2.40M | 0.01% | −77,465−24.0% | Reduced |
| ExodusPoint Capital Management, LP | 245,171 | $2.40M | 0.03% | +118,205+93.1% | Added |
| Nisa Investment Advisors, LLC | 245,035 | $2.40M | 0.02% | +9,156+3.9% | Added |
| AXS Investments LLC | 242,874 | $2.38M | 0.57% | −54,529−18.3% | Reduced |
| Alaska Permanent Fund Corp | 242,635 | $2.38M | 0.04% | +4,535+1.9% | Added |
| Boston Partners | 230,984 | $2.27M | 0.00% | +182,752+378.9% | Added |
| Stratos Wealth Advisors, LLC | 228,721 | $2.24M | 0.13% | +216,976+1,847.4% | Added |
| LifePro Asset Management | 227,075 | $2.23M | 1.72% | +227,075 | New |
| CIBC World Markets Corp | 222,377 | $2.18M | 0.01% | +222,377 | New |
| Hollencrest Capital Management | 220,800 | $2.17M | 0.20% | 00.0% | Unchanged |
| Great West Life Assurance Co | 218,204 | $2.13M | 0.00% | +22,685+11.6% | Added |
| Confluence Investment Management LLC | 211,958 | $2.08M | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 209,194 | $2.05M | 0.24% | +39,816+23.5% | Added |
| MML Investors Services, LLC | 192,685 | $1.89M | 0.01% | +2,218+1.2% | Added |
| Ensign Peak Advisors, Inc | 192,230 | $1.89M | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 187,297 | $1.84M | 0.03% | +187,297 | New |
| Simplify Asset Management Inc. | 180,000 | $1.77M | 0.27% | +114,000+172.7% | Added |
| GTS Securities LLC | 173,544 | $1.70M | 0.04% | +173,544 | New |
| Chartwell Investment Partners, LLC | 171,600 | $1.68M | 0.06% | −89,500−34.3% | Reduced |
| Quadrature Capital Ltd | 170,191 | $1.67M | 0.03% | +170,191 | New |
| Arizona State Retirement System | 169,425 | $1.66M | 0.01% | −193−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 164,274 | $1.61M | 0.01% | −258−0.2% | Reduced |
| Private Advisor Group, LLC | 156,898 | $1.54M | 0.01% | +12,201+8.4% | Added |
| STRS Ohio | 156,851 | $1.54M | 0.01% | −91,564−36.9% | Reduced |
| Edgestream Partners, L.P. | 148,878 | $1.46M | 0.11% | +9,318+6.7% | Added |
| Cetera Advisor Networks LLC | 143,964 | $1.41M | 0.01% | +354+0.2% | Added |
| Atria Wealth Solutions, Inc. | 140,033 | $1.38M | 0.02% | +41,158+41.6% | Added |
| Susquehanna International Group, LLP | 140,267 | $1.38M | 0.00% | −1,559,922−91.7% | Reduced |
| TownSquare Capital, LLC | 139,355 | $1.37M | 0.02% | −11,787−7.8% | Reduced |
| Janney Montgomery Scott LLC | 135,886 | $1.33M | 0.00% | −6,741−4.7% | Reduced |
| National Asset Management, Inc. | 133,230 | $1.32M | 0.04% | +102,933+339.7% | Added |
| Cozad Asset Management Inc | 133,751 | $1.31M | 0.15% | −17,952−11.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 129,952 | $1.27M | 0.00% | +13,837+11.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 129,761 | $1.27M | 0.00% | −26,850−17.1% | Reduced |
| Manufacturers Life Insurance Company, The | 124,591 | $1.22M | 0.00% | +12,371+11.0% | Added |
| HBK Sorce Advisory LLC | 113,568 | $1.11M | 0.04% | +552+0.5% | Added |
| Utah Retirement Systems | 111,975 | $1.10M | 0.01% | +12,200+12.2% | Added |
| Tejara Capital Ltd | 110,880 | $1.09M | 0.46% | −238,564−68.3% | Reduced |
| Teacher Retirement System of Texas | 109,493 | $1.07M | 0.01% | −32,981−23.1% | Reduced |
| Penserra Capital Management LLC | 108,652 | $1.06M | 0.02% | +18,066+19.9% | Added |
| Handelsbanken Fonder AB | 105,300 | $1.03M | 0.01% | +22,800+27.6% | Added |
| Tredje AP-fonden | 103,084 | $1.01M | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 100,181 | $994.8K | 0.01% | +100,181 | New |
| Penn Mutual Asset Management, LLC | 100,000 | $981.0K | 0.76% | +100,000 | New |
| Stableford Capital II LLC | 97,558 | $972.7K | 0.42% | +97,558 | New |
| Sheaff Brock Investment Advisors, LLC | 97,457 | $956.1K | 0.09% | +57,959+146.7% | Added |
| Amalgamated Bank | 97,181 | $953.0K | 0.01% | +7,262+8.1% | Added |
| FMR LLC | 96,073 | $942.5K | 0.00% | −1,409,042−93.6% | Reduced |
| HighTower Advisors, LLC | 94,154 | $924.0K | 0.00% | −6,350−6.3% | Reduced |
| CAPROCK Group, Inc. | 91,408 | $907.7K | 0.06% | +11,999+15.1% | Added |
| Campbell & CO Investment Adviser LLC | 92,160 | $904.1K | 0.08% | +26,000+39.3% | Added |
| Parallax Volatility Advisers, L.P. | 91,026 | $893.0K | 0.02% | −2,910−3.1% | Reduced |
| Sunbelt Securities, Inc. | 89,325 | $876.3K | 0.11% | +1,349+1.5% | Added |
| Fortitude Advisory Group L.L.C. | 86,859 | $852.1K | 0.52% | +7,406+9.3% | Added |
| Icon Advisers Inc | 85,500 | $838.8K | 0.19% | +85,500 | New |
| AlphaCentric Advisors LLC | 84,646 | $830.4K | 0.56% | 00.0% | Unchanged |
| Mariner, LLC | 84,501 | $829.0K | 0.00% | +6,984+9.0% | Added |
| AE Wealth Management LLC | 84,382 | $827.8K | 0.00% | −4,981−5.6% | Reduced |
| Guidance Capital, Inc | 83,277 | $804.5K | 0.32% | +8,629+11.6% | Added |
| International Assets Investment Management, LLC | 81,413 | $798.7K | 0.10% | +12,228+17.7% | Added |
| Citigroup Inc | 79,373 | $778.6K | 0.00% | −106,348−57.3% | Reduced |
| Cetera Investment Advisers | 77,215 | $757.5K | 0.01% | +1,185+1.6% | Added |
| Virtu Financial LLC | 73,085 | $717.0K | 0.06% | +73,085 | New |
| Public Employees Retirement Association of Colorado | 71,525 | $702.0K | 0.00% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 68,400 | $688.1K | 0.06% | +68,400 | New |
| Pictet Asset Management Holding SA | 70,115 | $687.8K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 68,736 | $674.3K | 0.01% | +5,700+9.0% | Added |
| Tower Research Capital LLC (TRC) | 67,029 | $657.6K | 0.01% | +34,155+103.9% | Added |
| KG&L Capital Management,LLC | 64,720 | $634.9K | 0.27% | −1,250−1.9% | Reduced |
| Toronto Dominion Bank | 63,945 | $627.3K | 0.00% | −2,441−3.7% | Reduced |
| Firethorn Wealth Partners, LLC | 63,521 | $623.1K | 0.41% | +8,102+14.6% | Added |
| National Bank of Canada | 64,290 | $621.0K | 0.00% | −75,100−53.9% | Reduced |
| Verition Fund Management LLC | 63,012 | $618.1K | 0.01% | +63,012 | New |
| Rockefeller Capital Management L.P. | 61,816 | $606.4K | 0.00% | +16,813+37.4% | Added |
| Aubrey Capital Management Ltd | 60,000 | $588.9K | 0.25% | 00.0% | Unchanged |
| Oak Thistle LLC | 60,018 | $588.8K | 0.17% | +60,018 | New |
| Consolidated Portfolio Review Corp | 59,930 | $587.9K | 0.13% | +1,341+2.3% | Added |
| Keybank National Association | 59,841 | $587.0K | 0.00% | +31,260+109.4% | Added |
| Cetera Advisors LLC | 57,803 | $567.0K | 0.01% | +4,155+7.7% | Added |
| Founders Financial Alliance, LLC | 57,699 | $566.0K | 0.22% | +20,919+56.9% | Added |
| Illinois Municipal Retirement Fund | 57,177 | $561.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 57,044 | $560.0K | 0.02% | −310−0.5% | Reduced |
| PMC FIG Opportunities LLC | 25,000 | $559.8K | 1.55% | −35,000−58.3% | Reduced |
| Nomura Asset Management Co Ltd | 56,800 | $557.2K | 0.00% | +16,200+39.9% | Added |
| UBS Oconnor LLC | 55,841 | $547.8K | 0.02% | +6,422+13.0% | Added |
| Diligent Investors, LLC | 55,599 | $545.4K | 0.15% | −902−1.6% | Reduced |
| Landscape Capital Management, L.L.C. | 54,056 | $530.3K | 0.05% | +54,056 | New |
| Jump Financial, LLC | 52,400 | $514.0K | 0.02% | −154,661−74.7% | Reduced |
| Waterfront Wealth Inc. | 52,215 | $512.2K | 0.15% | +1,251+2.5% | Added |
| Cooper Financial Group | 52,121 | $511.3K | 0.09% | +1,643+3.3% | Added |
| Howard Financial Services, Ltd. | 51,864 | $508.8K | 0.10% | +6,491+14.3% | Added |
| Pathstone Holdings, LLC | 50,766 | $503.3K | 0.00% | +50,766 | New |
| Captrust Financial Advisors | 51,156 | $501.8K | 0.00% | −3,043−5.6% | Reduced |
| Maryland State Retirement & Pension System | 50,250 | $493.0K | 0.01% | +5,402+12.0% | Added |
| Marshall Wace, LLP | 49,658 | $487.1K | 0.00% | +49,658 | New |
| US Bancorp | 49,635 | $486.9K | 0.00% | +23,469+89.7% | Added |
| Nicholas Hoffman & Company, LLC. | 49,514 | $485.7K | 0.03% | −17,658−26.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 48,864 | $479.4K | 0.00% | +3,139+6.9% | Added |