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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 14,453 | $141.8K | 0.01% | −8,459−36.9% | Reduced |
| Dudley Capital Management, LLC | 14,150 | $138.8K | 0.09% | +14,150 | New |
| Portside Wealth Group, LLC | 14,124 | $138.6K | 0.03% | +1,147+8.8% | Added |
| Cannell Peter B & Co Inc | 14,000 | $137.3K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 13,629 | $133.7K | 0.01% | −246−1.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,382 | $131.3K | 0.03% | +268+2.0% | Added |
| PFG Investments, LLC | 13,202 | $129.5K | 0.02% | +361+2.8% | Added |
| Raymond James Trust N.A. | 13,187 | $129.4K | 0.00% | −2,795−17.5% | Reduced |
| Pasadena Private Wealth, LLC | 13,173 | $129.2K | 0.03% | +526+4.2% | Added |
| Mutual Advisors, LLC | 13,108 | $128.6K | 0.00% | −483−3.6% | Reduced |
| Hilton Capital Management, LLC | 13,000 | $127.5K | 0.01% | −2,000−13.3% | Reduced |
| WealthPLAN Partners, LLC | 12,800 | $125.6K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 12,743 | $125.0K | 0.00% | +12,743 | New |
| Teamwork Financial Advisors, LLC | 12,622 | $123.8K | 0.02% | +951+8.1% | Added |
| Buckingham Strategic Partners | 12,606 | $123.7K | 0.01% | +339+2.8% | Added |
| MetLife Investment Management | 12,573 | $123.3K | 0.00% | +793+6.7% | Added |
| Fisher Asset Management, LLC | 12,549 | $123.1K | 0.00% | +12,549 | New |
| Dynamic Advisor Solutions LLC | 12,792 | $122.8K | 0.00% | −1,345−9.5% | Reduced |
| Gateway Wealth Partners, LLC | 12,434 | $122.0K | 0.05% | +12,434 | New |
| E&G Advisors, LP | 12,155 | $119.2K | 0.04% | −100−0.8% | Reduced |
| Manchester Financial Inc | 12,150 | $119.2K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 12,130 | $119.0K | 0.00% | +836+7.4% | Added |
| Lafayette Investments, Inc. | 12,100 | $118.7K | 0.03% | +12,100 | New |
| MONECO Advisors, LLC | 12,015 | $117.9K | 0.02% | +28+0.2% | Added |
| Ieq Capital, LLC | 11,932 | $117.1K | 0.00% | +11,932 | New |
| Steel Peak Wealth Management LLC | 11,728 | $116.5K | 0.01% | +11,728 | New |
| IHT Wealth Management, LLC | 11,802 | $115.8K | 0.01% | −253−2.1% | Reduced |
| Wealthcare Advisory Partners LLC | 11,777 | $115.5K | 0.00% | +194+1.7% | Added |
| Newbridge Financial Services Group, Inc. | 11,695 | $114.7K | 0.06% | −325−2.7% | Reduced |
| King Luther Capital Management Corp | 11,395 | $111.8K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 11,250 | $110.4K | 0.01% | −4,241−27.4% | Reduced |
| Anfield Capital Management, LLC | 11,142 | $109.3K | 0.06% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 10,877 | $106.7K | 0.03% | +10,877 | New |
| Cerity Partners LLC | 10,852 | $106.5K | 0.00% | −10,994−50.3% | Reduced |
| Cape Investment Advisory, Inc. | 10,740 | $105.4K | 0.05% | +10,240+2,048.0% | Added |
| WealthPlan Investment Management, LLC | 10,583 | $103.8K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 10,547 | $103.0K | 0.00% | +1,697+19.2% | Added |
| SkyOak Wealth, LLC | 10,452 | $102.5K | 0.03% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 10,430 | $102.3K | 0.01% | +10,430 | New |
| Global Retirement Partners, LLC | 10,065 | $100.0K | 0.00% | +2,626+35.3% | Added |
| Collaborative Wealth Managment Inc. | 10,190 | $100.0K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,057 | $98.7K | 0.00% | +10,057 | New |
| 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 |
| Proffitt & Goodson Inc | 9,696 | $95.1K | 0.02% | −350−3.5% | Reduced |
| NBC Securities, Inc. | 9,669 | $94.0K | 0.01% | −6,166−38.9% | Reduced |
| Rothschild Investment LLC | 9,200 | $90.3K | 0.01% | +9,200 | New |
| CWM, LLC | 8,742 | $86.0K | 0.00% | −1,058−10.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 8,374 | $82.1K | 0.04% | +2,308+38.0% | Added |
| Central Bank & Trust Co | 8,175 | $80.2K | 0.01% | +8,175 | New |
| Tompkins Financial Corp | 7,250 | $71.1K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7,108 | $70.6K | 0.02% | +5,544+354.5% | Added |
| Baldwin Brothers Inc | 7,000 | $68.7K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,952 | $68.0K | 0.01% | −3,757−35.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,901 | $67.7K | 0.02% | −28,764−80.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,099 | $67.4K | 0.06% | +3,099 | New |
| Private Trust Co NA | 6,377 | $62.6K | 0.01% | +3,352+110.8% | Added |
| TD Private Client Wealth LLC | 6,200 | $60.8K | 0.00% | −1,194−16.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,111 | $59.9K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 5,794 | $56.8K | 0.05% | +5,794 | New |
| Coppell Advisory Solutions LLC | 5,783 | $56.7K | 0.01% | +4,475+342.1% | Added |
| Montag A & Associates Inc | 5,586 | $55.5K | 0.00% | +5,586 | New |
| American International Group, Inc. | 5,313 | $52.1K | 0.00% | +304+6.1% | Added |
| Signaturefd, LLC | 5,054 | $49.6K | 0.00% | −1,853−26.8% | Reduced |
| Hexagon Capital Partners LLC | 5,050 | $49.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 4,836 | $47.4K | 0.00% | +2,096+76.5% | Added |
| Retirement Group, LLC | 4,826 | $47.3K | 0.02% | +4,826 | New |
| Raleigh Capital Management Inc. | 4,693 | $46.0K | 0.02% | −88−1.8% | Reduced |
| Central Trust Co | 4,678 | $45.9K | 0.00% | +4,678 | New |
| Spire Wealth Management | 4,412 | $43.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,192 | $41.1K | 0.02% | −371−8.1% | Reduced |
| Huntington National Bank | 3,890 | $38.2K | 0.00% | −1,645−29.7% | Reduced |
| Bruce G. Allen Investments, LLC | 3,780 | $37.1K | 0.03% | +3,780 | New |
| EntryPoint Capital, LLC | 3,600 | $35.3K | 0.03% | +3,600 | New |
| Larson Financial Group LLC | 3,372 | $33.1K | 0.00% | +93+2.8% | Added |
| Broadwater Capital Management LLC | 3,300 | $32.4K | 0.03% | +3,300 | New |
| Salem Investment Counselors Inc | 3,154 | $31.4K | 0.00% | −1,010−24.3% | Reduced |
| Farther Finance Advisors, LLC | 3,154 | $30.9K | 0.00% | +499+18.8% | Added |
| Front Row Advisors LLC | 3,000 | $29.8K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,992 | $29.4K | 0.00% | +537+21.9% | Added |
| Beverly Hills Private Wealth, LLC | 2,940 | $28.8K | 0.01% | +1,145+63.8% | Added |
| TCTC Holdings, LLC | 2,712 | $26.6K | 0.00% | +2,712 | New |
| Planning Capital Management Corp | 2,659 | $26.1K | 0.02% | +2,659 | New |
| Kozak & Associates, Inc. | 2,451 | $24.4K | 0.01% | +126+5.4% | Added |
| Resurgent Financial Advisors LLC | 2,211 | $21.7K | 0.01% | +2,211 | New |
| Winch Advisory Services, LLC | 2,210 | $21.7K | 0.01% | +2,210 | New |
| Activest Wealth Management | 2,005 | $19.7K | 0.01% | +691+52.6% | 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 |
| IFP Advisors, Inc | 1,945 | $19.1K | 0.00% | +1,791+1,163.0% | Added |
| Quarry LP | 1,903 | $18.7K | 0.01% | +1,903 | New |
| Operose Advisors LLC | 1,862 | $18.3K | 0.01% | +1,862 | New |
| EverSource Wealth Advisors, LLC | 1,860 | $18.2K | 0.00% | −906−32.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,800 | $17.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $17.0K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 1,500 | $14.7K | 0.00% | +1,500 | New |
| Harbor Investment Advisory, LLC | 1,425 | $14.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,402 | $13.8K | 0.00% | 00.0% | Unchanged |