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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 7,000 | $69.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7,108 | $71.2K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 7,250 | $71.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 7,339 | $72.7K | 0.01% | +962+15.1% | Added |
| Retirement Group, LLC | 7,604 | $75.3K | 0.03% | +2,778+57.6% | Added |
| Westend Capital Management, LLC | 7,618 | $75.4K | 0.03% | +7,618 | New |
| Rothschild Investment LLC | 9,200 | $91.1K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9,330 | $92.4K | 0.04% | +956+11.4% | Added |
| Proffitt & Goodson Inc | 9,696 | $96.0K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 10,000 | $99.0K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 10,000 | $99.0K | 0.02% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 10,000 | $99.0K | 0.00% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 10,017 | $99.2K | 0.18% | −7,808−43.8% | Reduced |
| Evergreen Capital Management LLC | 10,265 | $102.7K | 0.00% | +10,265 | New |
| Warren Averett Asset Management, LLC | 10,391 | $102.9K | 0.00% | +10,391 | New |
| TD Private Client Wealth LLC | 10,419 | $103.1K | 0.00% | +4,219+68.0% | Added |
| Essex Financial Services, Inc. | 10,430 | $103.3K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 10,452 | $103.5K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,536 | $104.3K | 0.00% | +10,536 | New |
| WealthPlan Investment Management, LLC | 10,583 | $104.8K | 0.02% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 10,743 | $106.4K | 0.04% | −1,691−13.6% | Reduced |
| PFG Advisors | 10,750 | $106.4K | 0.01% | −500−4.4% | Reduced |
| Oarsman Capital, Inc. | 10,877 | $107.7K | 0.03% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,906 | $108.0K | 0.00% | +10,906 | New |
| Bluefin Capital Management, LLC | 11,000 | $108.9K | 0.02% | −57,400−83.9% | Reduced |
| Anfield Capital Management, LLC | 11,142 | $110.3K | 0.05% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 11,250 | $111.4K | 0.01% | +11,250 | New |
| Global Retirement Partners, LLC | 11,303 | $111.9K | 0.00% | +1,238+12.3% | Added |
| Ieq Capital, LLC | 11,310 | $112.0K | 0.00% | −622−5.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 11,313 | $112.0K | 0.05% | −382−3.3% | Reduced |
| King Luther Capital Management Corp | 11,395 | $112.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,477 | $113.0K | 0.01% | +1,808+18.7% | Added |
| Baird Financial Group, Inc. | 11,435 | $113.2K | 0.00% | +11,435 | New |
| WealthPLAN Partners, LLC | 11,800 | $116.8K | 0.01% | −1,000−7.8% | Reduced |
| Camelot Portfolios, LLC | 11,972 | $118.5K | 0.12% | −7,890−39.7% | Reduced |
| IHT Wealth Management, LLC | 11,987 | $118.7K | 0.00% | +185+1.6% | Added |
| Gratus Capital LLC | 12,000 | $118.8K | 0.01% | +2,000+20.0% | Added |
| BTC Capital Management, Inc. | 12,000 | $118.8K | 0.01% | +12,000 | New |
| Lafayette Investments, Inc. | 12,100 | $119.8K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 12,162 | $120.0K | 0.00% | −10,085−45.3% | Reduced |
| E&G Advisors, LP | 12,155 | $120.3K | 0.04% | 00.0% | Unchanged |
| Manchester Financial Inc | 12,215 | $120.9K | 0.03% | +65+0.5% | Added |
| Motiv8 Investments LLC | 12,309 | $121.9K | 0.09% | −2,862−18.9% | Reduced |
| Wealthcare Advisory Partners LLC | 12,336 | $122.1K | 0.00% | +559+4.7% | Added |
| Snowden Capital Advisors LLC | 12,429 | $124.5K | 0.00% | +12,429 | New |
| Kingsview Wealth Management, LLC | 12,765 | $126.4K | 0.00% | −3,338−20.7% | Reduced |
| Collaborative Wealth Managment Inc. | 12,790 | $126.6K | 0.06% | +2,600+25.5% | Added |
| Hilton Capital Management, LLC | 13,000 | $128.7K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 13,187 | $130.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 13,197 | $130.7K | 0.00% | +405+3.2% | Added |
| Duality Advisers, LP | 13,422 | $132.9K | 0.01% | +13,422 | New |
| KBC Group NV | 13,389 | $133.0K | 0.00% | +2,842+26.9% | Added |
| Lockheed Martin Investment Management Co | 11,584 | $133.6K | 0.01% | −3,500−23.2% | Reduced |
| MetLife Investment Management | 13,502 | $133.7K | 0.00% | +929+7.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,630 | $134.9K | 0.03% | +248+1.9% | Added |
| Change Path, LLC | 13,663 | $135.0K | 0.01% | +13,663 | New |
| Jaffetilchin Investment Partners, LLC | 13,778 | $136.4K | 0.01% | +149+1.1% | Added |
| Eagle Strategies LLC | 13,781 | $136.4K | 0.03% | +13,781 | New |
| DRW Securities, LLC | 13,900 | $137.6K | 0.01% | +13,900 | New |
| Miracle Mile Advisors, LLC | 14,268 | $141.3K | 0.00% | +14,268 | New |
| Level Four Advisory Services, LLC | 14,453 | $141.8K | 0.01% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 14,400 | $142.6K | 0.03% | +14,400 | New |
| Insight Advisors, LLC | 14,575 | $144.3K | 0.03% | +14,575 | New |
| Kraft, Davis & Associates, LLC | 14,850 | $144.7K | 0.04% | +14,850 | New |
| Armstrong Advisory Group, Inc | 14,890 | $146.1K | 0.01% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 14,800 | $146.5K | 0.09% | +14,800 | New |
| Rogco, LP | 15,000 | $148.5K | 0.06% | +15,000 | New |
| Intech Investment Management LLC | 15,096 | $149.5K | 0.00% | +15,096 | New |
| Portside Wealth Group, LLC | 15,225 | $150.7K | 0.03% | +1,101+7.8% | Added |
| CIBC Private Wealth Group, LLC | 15,465 | $151.6K | 0.00% | −3,233−17.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 15,640 | $154.8K | 0.01% | +15,640 | New |
| Sonora Investment Management Group, LLC | 15,921 | $157.6K | 0.01% | +128+0.8% | Added |
| Highlander Capital Management, LLC | 15,940 | $157.8K | 0.05% | +1,200+8.1% | Added |
| Hudson Valley Investment Advisors Inc | 16,000 | $158.4K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 16,115 | $159.5K | 0.03% | −5,793−26.4% | Reduced |
| Dudley Capital Management, LLC | 16,650 | $163.2K | 0.10% | +2,500+17.7% | Added |
| Avantax Advisory Services, Inc. | 16,847 | $166.8K | 0.00% | +1,059+6.7% | Added |
| Paragon Capital Management Ltd | 16,999 | $168.3K | 0.03% | +614+3.7% | Added |
| Navis Wealth Advisors, LLC | 17,000 | $168.3K | 0.20% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 17,100 | $169.3K | 0.01% | +1,000+6.2% | Added |
| Foundations Investment Advisors, LLC | 17,338 | $171.7K | 0.00% | +1,658+10.6% | Added |
| Baker Avenue Asset Management, LP | 17,562 | $173.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 18,013 | $178.3K | 0.00% | +114+0.6% | Added |
| CI Private Wealth, LLC | 18,312 | $181.3K | 0.00% | −19,530−51.6% | Reduced |
| The PNC Financial Services Group, Inc. | 18,452 | $182.7K | 0.00% | −2,569−12.2% | Reduced |
| M&T Bank Corp | 18,577 | $183.9K | 0.00% | +480+2.7% | Added |
| CIBC Asset Management Inc | 18,700 | $185.1K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 18,854 | $186.7K | 0.00% | +18,854 | New |
| Perigon Wealth Management, LLC | 18,887 | $187.0K | 0.01% | −1,535−7.5% | Reduced |
| Thrivent Financial for Lutherans | 18,918 | $187.0K | 0.00% | +657+3.6% | Added |
| Avantax Planning Partners, Inc. | 18,944 | $187.5K | 0.01% | +3,471+22.4% | Added |
| Cerity Partners LLC | 19,177 | $189.9K | 0.00% | +8,325+76.7% | Added |
| Jefferies Financial Group Inc. | 19,236 | $190.4K | 0.00% | −168,061−89.7% | Reduced |
| Worth Asset Management, LLC | 19,495 | $193.0K | 0.12% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 19,643 | $194.5K | 0.15% | +19,643 | New |
| Leonteq Securities AG | 20,000 | $198.0K | 0.03% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 20,000 | $198.0K | 0.00% | +20,000 | New |
| Truist Financial Corp | 20,004 | $198.0K | 0.00% | −904−4.3% | Reduced |
| Monograph Wealth Advisors, LLC | 20,000 | $200.4K | 0.03% | +20,000 | New |
| Beacon Pointe Advisors, LLC | 20,522 | $203.2K | 0.00% | +1,164+6.0% | Added |