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, Q1 2024
Institutional positions in AGNC Investment Corp. as of Mar 31, 2024. 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
- 473
- +8 vs. Q4 2023
- Shares held
- 283.0M
- +15.9M (+6.0%) vs. Q4 2023
- Total value
- $2.80B
- +$179.6M (+6.8%) vs. Q4 2023
- New holders
- 71
- 210 more added
- Sold out
- 63
- 110 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 47 | $0 | 0.00% | +47 | New |
| Gradient Investments LLC | 1 | $6 | 0.00% | −732−99.9% | Reduced |
| Center for Financial Planning, Inc. | 3 | $30 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 4 | $44 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 11 | $109 | 0.00% | −24−68.6% | Reduced |
| MV Capital Management, Inc. | 11 | $109 | 0.00% | +3+37.5% | Added |
| Quent Capital, LLC | 17 | $168 | 0.00% | −113−86.9% | Reduced |
| Ronald Blue Trust, Inc. | 20 | $198 | 0.00% | −20−50.0% | Reduced |
| Bokf, NA | 24 | $235 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 34 | $338 | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 47 | $465 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 85 | $842 | 0.00% | −85−50.0% | Reduced |
| Key Financial Inc | 89 | $881 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 99 | $972 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 108 | $1.07K | 0.00% | +108 | New |
| Semmax Financial Advisors Inc. | 110 | $1.07K | 0.00% | +4+3.8% | Added |
| PFS Partners, LLC | 110 | $1.09K | 0.00% | +110 | New |
| Quest Partners LLC | 136 | $1.35K | 0.00% | +136 | New |
| Householder Group Estate & Retirement Specialist, LLC | 137 | $1.36K | 0.00% | +1+0.7% | Added |
| Venturi Wealth Management, LLC | 173 | $1.71K | 0.00% | +173 | New |
| Richard W. Paul & Associates, LLC | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 220 | $2.16K | 0.00% | +220 | New |
| Fortitude Family Office, LLC | 229 | $2.27K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 230 | $2.28K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 241 | $2.39K | 0.00% | +241 | New |
| Old Point Trust & Financial Services N A | 250 | $2.48K | 0.00% | +250 | New |
| Quadrant Capital Group LLC | 254 | $2.52K | 0.00% | +47+22.7% | Added |
| Archer Investment Corp | 258 | $2.55K | 0.00% | +4+1.6% | Added |
| Aspect Partners, LLC | 266 | $2.63K | 0.00% | +10+3.9% | Added |
| Cullen/Frost Bankers, Inc. | 267 | $2.64K | 0.00% | +267 | New |
| Clearstead Advisors, LLC | 300 | $2.91K | 0.00% | +100+50.0% | Added |
| Proequities, Inc. | 296 | $2.97K | 0.00% | −405−57.8% | Reduced |
| Atticus Wealth Management, LLC | 300 | $2.97K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 300 | $2.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 346 | $3.42K | 0.00% | −238−40.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 348 | $3.44K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 401 | $3.97K | 0.00% | +401 | New |
| Bell Investment Advisors, Inc | 406 | $4.02K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 409 | $4.05K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 459 | $4.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 471 | $4.66K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 491 | $4.86K | 0.00% | +130+36.0% | Added |
| Godsey & Gibb Associates | 540 | $5.35K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 595 | $5.89K | 0.00% | +595 | New |
| Wolff Wiese Magana LLC | 600 | $5.94K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 556 | $6.00K | 0.00% | +500+892.9% | Added |
| PSI Advisors, LLC | 800 | $7.92K | 0.00% | +400+100.0% | Added |
| Oakworth Capital, Inc. | 846 | $8.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 850 | $8.41K | 0.00% | +850 | New |
| Institutional & Family Asset Management, LLC | 967 | $9.57K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $9.90K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,120 | $11.1K | 0.01% | +846+308.8% | Added |
| Crewe Advisors LLC | 1,132 | $11.2K | 0.00% | +19+1.7% | Added |
| Sound Income Strategies, LLC | 1,250 | $12.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,257 | $12.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,286 | $12.7K | 0.00% | +43+3.5% | Added |
| Ci Investments Inc. | 1,335 | $13.0K | 0.00% | +408+44.0% | Added |
| Impact Partnership Wealth, LLC | 1,325 | $13.1K | 0.01% | +9+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 1,402 | $13.9K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,363 | $14.0K | 0.02% | +50+3.8% | Added |
| Harbor Investment Advisory, LLC | 1,425 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 12,370 | $15.7K | 0.01% | +12,370 | New |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $17.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,873 | $17.1K | 0.00% | +13+0.7% | Added |
| IFP Advisors, Inc | 1,791 | $17.7K | 0.00% | −154−7.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,795 | $17.8K | 0.00% | +1,489+486.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,800 | $17.8K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,850 | $18.3K | 0.01% | −2,843−60.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,940 | $19.2K | 0.00% | −1,000−34.0% | Reduced |
| AdvisorNet Financial, Inc | 2,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2,005 | $19.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,406 | $23.8K | 0.00% | −586−19.6% | Reduced |
| EntryPoint Capital, LLC | 2,532 | $25.1K | 0.02% | −1,068−29.7% | Reduced |
| Kozak & Associates, Inc. | 2,575 | $25.5K | 0.01% | +124+5.1% | Added |
| TCTC Holdings, LLC | 2,712 | $26.8K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 2,758 | $27.3K | 0.02% | +99+3.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,000 | $29.7K | 0.01% | +3,000 | New |
| Quarry LP | 3,010 | $29.8K | 0.01% | +1,107+58.2% | Added |
| Front Row Advisors LLC | 3,000 | $30.1K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,154 | $31.6K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3,300 | $32.7K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,485 | $34.5K | 0.00% | +113+3.4% | Added |
| Huntington National Bank | 3,692 | $36.6K | 0.00% | −198−5.1% | Reduced |
| Deseret Mutual Benefit Administrators | 4,192 | $41.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 4,412 | $43.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4,416 | $43.7K | 0.04% | +636+16.8% | Added |
| Cape Investment Advisory, Inc. | 4,676 | $46.3K | 0.02% | −6,064−56.5% | Reduced |
| Hexagon Capital Partners LLC | 5,050 | $50.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,187 | $51.4K | 0.00% | +351+7.3% | Added |
| MeadowBrook Investment Advisors LLC | 2,298 | $52.8K | 0.05% | −801−25.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 5,404 | $53.0K | 0.00% | +5,404 | New |
| Montag A & Associates Inc | 5,586 | $56.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,702 | $56.5K | 0.00% | +389+7.3% | Added |
| Winch Advisory Services, LLC | 5,958 | $59.0K | 0.02% | +3,748+169.6% | Added |
| GPS Wealth Strategies Group, LLC | 6,111 | $60.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,773 | $67.1K | 0.00% | +1,719+34.0% | Added |
| Covestor Ltd | 6,849 | $68.0K | 0.04% | +6,168+905.7% | Added |