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 |
|---|---|---|---|---|---|
| Ethic Inc. | 48,655 | $477.3K | 0.01% | −24,498−33.5% | Reduced |
| Samalin Investment Counsel, LLC | 46,574 | $456.9K | 0.23% | +16,727+56.0% | Added |
| DoubleLine ETF Adviser LP | 46,161 | $452.8K | 0.13% | +46,161 | New |
| Clear Street Markets LLC | 46,100 | $452.0K | 0.18% | +46,100 | New |
| SFI Advisors, LLC | 44,774 | $439.2K | 0.38% | +44,774 | New |
| Franklin Resources Inc | 44,545 | $437.0K | 0.00% | −591−1.3% | Reduced |
| Boston Private Wealth LLC | 43,813 | $429.8K | 0.01% | −14,539−24.9% | Reduced |
| Guggenheim Capital LLC | 42,511 | $417.0K | 0.00% | −29,438−40.9% | Reduced |
| Bank of Montreal | 41,328 | $416.2K | 0.00% | +10,142+32.5% | Added |
| D. E. Shaw & Co., Inc. | 41,277 | $404.9K | 0.00% | −1,279,511−96.9% | 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 |
| All Season Financial Advisors, Inc. | 40,313 | $395.5K | 0.34% | −19,549−32.7% | Reduced |
| Parisi Gray Wealth Management | 40,000 | $392.4K | 0.16% | +10,000+33.3% | Added |
| Wedmont Private Capital | 39,150 | $389.9K | 0.03% | −550−1.4% | Reduced |
| Advisory Services Network, LLC | 39,727 | $389.7K | 0.01% | −2,937−6.9% | Reduced |
| Sigma Planning Corp | 38,769 | $380.3K | 0.03% | −8,089−17.3% | Reduced |
| Stephens Inc | 38,715 | $379.8K | 0.01% | −6,603−14.6% | Reduced |
| Creative Planning | 38,493 | $377.6K | 0.00% | −5,051−11.6% | Reduced |
| CI Private Wealth, LLC | 37,842 | $371.2K | 0.00% | +1,563+4.3% | Added |
| Simplex Trading, LLC | 37,855 | $371.0K | 0.01% | −183,847−82.9% | Reduced |
| Sowell Financial Services LLC | 37,246 | $370.0K | 0.02% | +37,246 | New |
| Wealth Enhancement Advisory Services, LLC | 37,397 | $366.9K | 0.00% | −1,913−4.9% | Reduced |
| Xponance, Inc. | 36,203 | $355.2K | 0.00% | +2,012+5.9% | Added |
| Castleview Partners, LLC | 35,949 | $352.7K | 0.25% | +90+0.3% | Added |
| Foster Victor Wealth Advisors, LLC | 35,286 | $351.4K | 0.04% | +1,379+4.1% | Added |
| Pearl River Capital, LLC | 35,816 | $351.4K | 0.06% | −43,164−54.7% | Reduced |
| Yousif Capital Management, LLC | 34,271 | $336.2K | 0.00% | +2,090+6.5% | Added |
| Paradigm Financial Partners, LLC | 33,904 | $332.6K | 0.08% | +12,704+59.9% | Added |
| SeaCrest Wealth Management, LLC | 34,220 | $328.5K | 0.04% | +19,750+136.5% | Added |
| RSM US Wealth Management LLC | 32,908 | $326.8K | 0.01% | +32,908 | New |
| SG Americas Securities, LLC | 32,727 | $321.0K | 0.00% | +4,777+17.1% | Added |
| Southland Equity Partners LLC | 32,330 | $317.2K | 0.10% | +13,847+74.9% | Added |
| AIA Group Ltd | 32,011 | $314.0K | 0.01% | +32,011 | New |
| Redwood Investment Management, LLC | 31,648 | $310.0K | 0.03% | +31,648 | New |
| Harbour Investments, Inc. | 31,265 | $306.7K | 0.01% | −2,270−6.8% | Reduced |
| Centaurus Financial, Inc. | 31,230 | $306.0K | 0.02% | +175+0.6% | Added |
| Triton Wealth Management, PLLC | 32,133 | $300.9K | 0.20% | +83+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 29,207 | $286.5K | 0.05% | −53−0.2% | Reduced |
| Chiron Investment Management, LLC | 27,986 | $274.5K | 0.10% | +27,986 | New |
| Equitable Holdings, Inc. | 27,867 | $273.4K | 0.00% | +8,982+47.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 27,493 | $270.0K | 0.01% | +184+0.7% | Added |
| Deutsche Bank AG | 26,954 | $264.4K | 0.00% | −42,896−61.4% | Reduced |
| Lazari Capital Management, Inc. | 26,605 | $261.0K | 0.15% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26,238 | $257.4K | 0.03% | +3,013+13.0% | Added |
| Aveo Capital Partners, LLC | 26,055 | $255.6K | 0.03% | −28−0.1% | Reduced |
| Significant Wealth Partners LLC | 25,978 | $254.8K | 0.19% | +25,978 | New |
| Mitsubishi UFJ Trust & Banking Corp | 25,654 | $251.7K | 0.00% | −8,022−23.8% | Reduced |
| JustInvest LLC | 25,149 | $246.7K | 0.01% | −7,777−23.6% | Reduced |
| MAI Capital Management | 24,750 | $242.8K | 0.00% | 00.0% | Unchanged |
| LB Partners LLC | 10,000 | $235.1K | 0.26% | +10,000 | New |
| Cresset Asset Management, LLC | 22,959 | $228.0K | 0.00% | −57,246−71.4% | Reduced |
| Headlands Technologies LLC | 22,952 | $225.2K | 0.07% | −17,443−43.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 22,298 | $218.7K | 0.06% | −7,547−25.3% | Reduced |
| Park Avenue Securities LLC | 22,247 | $218.0K | 0.00% | −1,332−5.6% | Reduced |
| Principal Securities, Inc. | 22,051 | $216.3K | 0.01% | +22,051 | New |
| WESPAC Advisors, LLC | 21,806 | $213.9K | 0.15% | +805+3.8% | Added |
| Atomi Financial Group, Inc. | 21,594 | $211.8K | 0.03% | +8,009+59.0% | Added |
| 180 Wealth Advisors, LLC | 21,908 | $211.6K | 0.04% | +4,440+25.4% | Added |
| Parallel Advisors, LLC | 21,462 | $210.5K | 0.01% | −6,824−24.1% | Reduced |
| Compass Financial Group, INC | 21,308 | $209.0K | 0.06% | −686−3.1% | Reduced |
| The PNC Financial Services Group, Inc. | 21,021 | $206.2K | 0.00% | +6,369+43.5% | Added |
| APCM Wealth Management for Individuals | 20,910 | $205.1K | 0.03% | +20,910 | New |
| Truist Financial Corp | 20,908 | $205.1K | 0.00% | −4,751−18.5% | Reduced |
| Algert Global LLC | 20,540 | $201.5K | 0.01% | +20,540 | New |
| Perigon Wealth Management, LLC | 20,422 | $200.3K | 0.01% | +8,703+74.3% | Added |
| Leonteq Securities AG | 20,000 | $196.2K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 19,963 | $195.8K | 0.01% | −89,539−81.8% | Reduced |
| Camelot Portfolios, LLC | 19,862 | $194.9K | 0.12% | +6,164+45.0% | Added |
| Worth Asset Management, LLC | 19,495 | $191.2K | 0.14% | +19,495 | New |
| Beacon Pointe Advisors, LLC | 19,358 | $189.9K | 0.00% | −3,575−15.6% | Reduced |
| Capital Advisors Inc | 18,819 | $184.6K | 0.00% | −1,873,490−99.0% | Reduced |
| CIBC Asset Management Inc | 18,700 | $183.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 18,698 | $183.4K | 0.00% | −8,355−30.9% | Reduced |
| O'Rourke & Company, Inc | 18,532 | $182.0K | 0.12% | +1,019+5.8% | Added |
| D.A. Davidson & Co. | 18,457 | $181.1K | 0.00% | +710+4.0% | Added |
| Thrivent Financial for Lutherans | 18,261 | $179.0K | 0.00% | +1,203+7.1% | Added |
| M&T Bank Corp | 18,097 | $177.6K | 0.00% | −4,981−21.6% | Reduced |
| Oracle Alpha Inc. | 17,825 | $174.9K | 0.23% | +17,825 | New |
| GWM Advisors LLC | 17,899 | $174.8K | 0.00% | −11,279−38.7% | Reduced |
| Lockheed Martin Investment Management Co | 15,084 | $174.0K | 0.01% | −6,500−30.1% | Reduced |
| Baker Avenue Asset Management, LP | 17,562 | $172.3K | 0.01% | +17,513+35,740.8% | Added |
| Norden Group LLC | 17,089 | $167.6K | 0.03% | +1,387+8.8% | Added |
| 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 |
| Western Wealth Management, LLC | 16,967 | $166.5K | 0.01% | −6,712−28.3% | Reduced |
| Paragon Capital Management Ltd | 16,385 | $160.7K | 0.03% | −6,004−26.8% | Reduced |
| Boothbay Fund Management, LLC | 16,293 | $159.8K | 0.01% | −380,717−95.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 16,000 | $159.4K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 16,103 | $158.0K | 0.00% | +749+4.9% | Added |
| Geneos Wealth Management Inc. | 16,100 | $157.9K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 15,793 | $154.9K | 0.01% | +3,397+27.4% | Added |
| Avantax Advisory Services, Inc. | 15,788 | $154.9K | 0.00% | −1,797−10.2% | Reduced |
| Avantax Planning Partners, Inc. | 15,473 | $151.8K | 0.01% | −260−1.7% | Reduced |
| Foundations Investment Advisors, LLC | 15,680 | $151.6K | 0.00% | +15,680 | New |
| Fermata Advisors, LLC | 15,174 | $148.9K | 0.04% | +15,174 | New |
| Motiv8 Investments LLC | 15,171 | $148.8K | 0.13% | +15,171 | New |
| J.W. Cole Advisors, Inc. | 15,141 | $148.5K | 0.01% | +4,169+38.0% | Added |
| Armstrong Advisory Group, Inc | 14,890 | $146.1K | 0.01% | +5,381+56.6% | Added |
| Highlander Capital Management, LLC | 14,740 | $144.6K | 0.05% | +3,600+32.3% | Added |