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 |
|---|---|---|---|---|---|
| Norden Group LLC | 20,618 | $204.1K | 0.04% | +3,529+20.7% | Added |
| Guggenheim Capital LLC | 21,137 | $209.3K | 0.00% | −21,374−50.3% | Reduced |
| Ethic Inc. | 21,203 | $209.9K | 0.01% | −27,452−56.4% | Reduced |
| Mutual Advisors, LLC | 21,210 | $210.0K | 0.01% | +8,102+61.8% | Added |
| O'Rourke & Company, Inc | 21,270 | $211.0K | 0.12% | +2,738+14.8% | Added |
| Compass Financial Group, INC | 21,342 | $211.3K | 0.05% | +34+0.2% | Added |
| D.A. Davidson & Co. | 21,708 | $214.9K | 0.00% | +3,251+17.6% | Added |
| Cresset Asset Management, LLC | 22,568 | $226.1K | 0.00% | −391−1.7% | Reduced |
| Fermata Advisors, LLC | 23,213 | $229.8K | 0.05% | +8,039+53.0% | Added |
| Corton Capital Inc. | 23,766 | $235.3K | 0.09% | −16,982−41.7% | Reduced |
| Capital Advisors Inc | 23,857 | $236.2K | 0.01% | +5,038+26.8% | Added |
| J.W. Cole Advisors, Inc. | 24,590 | $243.4K | 0.01% | +9,449+62.4% | Added |
| MAI Capital Management | 24,753 | $245.1K | 0.00% | +30.0% | Added |
| Lazari Capital Management, Inc. | 25,105 | $248.5K | 0.13% | −1,500−5.6% | Reduced |
| Atomi Financial Group, Inc. | 25,257 | $250.0K | 0.02% | +3,663+17.0% | Added |
| Oak Thistle LLC | 25,564 | $253.1K | 0.23% | −34,454−57.4% | Reduced |
| RSM US Wealth Management LLC | 25,726 | $254.7K | 0.01% | −7,182−21.8% | Reduced |
| Creative Financial Designs Inc | 26,277 | $260.1K | 0.02% | +39+0.1% | Added |
| Equitable Holdings, Inc. | 27,202 | $269.3K | 0.00% | −665−2.4% | Reduced |
| Farther Finance Advisors, LLC | 28,045 | $274.8K | 0.02% | +24,891+789.2% | Added |
| Xponance, Inc. | 28,023 | $277.4K | 0.00% | −8,180−22.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 28,418 | $281.0K | 0.01% | +925+3.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 29,223 | $289.3K | 0.04% | +16+0.1% | Added |
| WESPAC Advisors, LLC | 29,228 | $289.4K | 0.17% | +7,422+34.0% | Added |
| National Asset Management, Inc. | 30,297 | $289.6K | 0.01% | −102,933−77.3% | Reduced |
| Principal Securities, Inc. | 29,847 | $295.5K | 0.01% | +7,796+35.4% | Added |
| Yousif Capital Management, LLC | 30,044 | $297.4K | 0.00% | −4,227−12.3% | Reduced |
| Triton Wealth Management, PLLC | 32,371 | $301.5K | 0.21% | +238+0.7% | Added |
| Gsa Capital Partners LLP | 30,646 | $303.0K | 0.02% | +30,646 | New |
| Compass Ion Advisors, LLC | 30,859 | $305.5K | 0.04% | +30,859 | New |
| Centaurus Financial, Inc. | 31,008 | $307.0K | 0.02% | −222−0.7% | Reduced |
| Clear Street Markets LLC | 31,500 | $312.0K | 0.14% | −14,600−31.7% | Reduced |
| Redwood Investment Management, LLC | 31,866 | $315.0K | 0.03% | +218+0.7% | Added |
| JustInvest LLC | 31,895 | $315.8K | 0.01% | +6,746+26.8% | Added |
| Lincoln National Corp | 32,100 | $317.8K | 0.00% | +19,357+151.9% | Added |
| Parallel Advisors, LLC | 32,295 | $319.7K | 0.01% | +10,833+50.5% | Added |
| Southland Equity Partners LLC | 32,330 | $320.1K | 0.09% | 00.0% | Unchanged |
| Jump Financial, LLC | 32,371 | $320.5K | 0.01% | −20,029−38.2% | Reduced |
| Harbour Investments, Inc. | 33,037 | $327.1K | 0.01% | +1,772+5.7% | Added |
| Foster Victor Wealth Advisors, LLC | 37,009 | $347.5K | 0.03% | +1,723+4.9% | Added |
| Castleview Partners, LLC | 35,623 | $352.7K | 0.20% | −326−0.9% | Reduced |
| AIA Group Ltd | 36,387 | $360.2K | 0.01% | +4,376+13.7% | Added |
| Sowell Financial Services LLC | 37,467 | $375.0K | 0.02% | +221+0.6% | Added |
| Bank of Montreal | 38,191 | $378.1K | 0.00% | −3,137−7.6% | Reduced |
| Wedmont Private Capital | 39,191 | $383.3K | 0.03% | +41+0.1% | Added |
| Creative Planning | 40,482 | $400.8K | 0.00% | +1,989+5.2% | Added |
| Advisory Services Network, LLC | 41,057 | $406.5K | 0.01% | +1,330+3.3% | Added |
| Scientech Research LLC | 41,467 | $410.5K | 0.22% | +41,467 | New |
| SeaCrest Wealth Management, LLC | 41,680 | $412.6K | 0.05% | +7,460+21.8% | Added |
| Amalgamated Bank | 42,134 | $417.0K | 0.00% | −55,047−56.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,225 | $418.0K | 0.00% | +30,095+248.1% | Added |
| All Season Financial Advisors, Inc. | 43,649 | $432.1K | 0.36% | +3,336+8.3% | Added |
| Nomura Asset Management Co Ltd | 43,700 | $432.6K | 0.00% | −13,100−23.1% | Reduced |
| Aubrey Capital Management Ltd | 56,468 | $441.9K | 0.16% | −3,532−5.9% | Reduced |
| Belpointe Asset Management LLC | 44,815 | $443.7K | 0.03% | +44,815 | New |
| Aveo Capital Partners, LLC | 47,383 | $445.4K | 0.05% | +21,328+81.9% | Added |
| Maryland State Retirement & Pension System | 50,250 | $452.5K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 45,948 | $454.9K | 0.01% | −290,196−86.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 46,914 | $464.4K | 0.04% | −45,246−49.1% | Reduced |
| Samalin Investment Counsel, LLC | 47,188 | $467.2K | 0.22% | +614+1.3% | Added |
| Quadrature Capital Ltd | 47,895 | $473.4K | 0.01% | −122,296−71.9% | Reduced |
| Parisi Gray Wealth Management | 48,000 | $475.2K | 0.18% | +8,000+20.0% | Added |
| Captrust Financial Advisors | 48,419 | $479.4K | 0.00% | −2,737−5.4% | Reduced |
| Stephens Inc | 49,698 | $492.0K | 0.01% | +10,983+28.4% | Added |
| Tower Research Capital LLC (TRC) | 50,237 | $497.3K | 0.01% | −16,792−25.1% | Reduced |
| Boston Private Wealth LLC | 51,367 | $508.5K | 0.01% | +7,554+17.2% | Added |
| DoubleLine ETF Adviser LP | 51,369 | $508.6K | 0.13% | +5,208+11.3% | Added |
| Diligent Investors, LLC | 51,692 | $511.7K | 0.13% | −3,907−7.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 51,788 | $512.7K | 0.03% | +2,274+4.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 52,295 | $517.7K | 0.00% | +14,898+39.8% | Added |
| Howard Financial Services, Ltd. | 52,474 | $519.5K | 0.09% | +610+1.2% | Added |
| Pathstone Holdings, LLC | 52,865 | $527.3K | 0.00% | +2,099+4.1% | Added |
| Mercer Global Advisors Inc | 53,641 | $531.0K | 0.00% | −191,485−78.1% | Reduced |
| Delphi Financial Group, Inc. | 55,000 | $544.5K | 0.35% | +55,000 | New |
| Consolidated Portfolio Review Corp | 55,271 | $547.2K | 0.14% | −4,659−7.8% | Reduced |
| Principal Financial Group Inc | 58,740 | $581.5K | 0.00% | +17,992+44.2% | Added |
| SpiderRock Advisors, LLC | 60,613 | $581.9K | 0.02% | +60,613 | New |
| Sherbrooke Park Advisers LLC | 60,689 | $600.8K | 0.12% | +60,689 | New |
| Strategic Financial Concepts, LLC | 62,305 | $616.8K | 0.15% | +62,305 | New |
| National Bank of Canada | 64,190 | $620.1K | 0.00% | −100−0.2% | Reduced |
| US Bancorp | 62,676 | $620.5K | 0.00% | +13,041+26.3% | Added |
| Pearl River Capital, LLC | 63,771 | $631.3K | 0.10% | +27,955+78.1% | Added |
| KG&L Capital Management,LLC | 64,520 | $638.7K | 0.25% | −200−0.3% | Reduced |
| Keybank National Association | 67,130 | $664.6K | 0.00% | +7,289+12.2% | Added |
| Brevan Howard Capital Management LP | 67,219 | $665.5K | 0.06% | +67,219 | New |
| Rockefeller Capital Management L.P. | 70,318 | $696.1K | 0.00% | +8,502+13.8% | Added |
| Kestra Private Wealth Services, LLC | 70,099 | $702.4K | 0.02% | +70,099 | New |
| Public Employees Retirement Association of Colorado | 71,525 | $708.0K | 0.00% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 78,298 | $725.8K | 0.20% | +26,083+50.0% | Added |
| New York Life Investment Management LLC | 74,207 | $734.6K | 0.01% | +5,471+8.0% | Added |
| Firethorn Wealth Partners, LLC | 74,503 | $737.6K | 0.43% | +10,982+17.3% | Added |
| Deutsche Bank AG | 75,397 | $746.4K | 0.00% | +48,443+179.7% | Added |
| Manatuck Hill Partners, LLC | 78,900 | $781.1K | 0.34% | +78,900 | New |
| Guidance Capital, Inc | 86,106 | $786.2K | 0.29% | +2,829+3.4% | Added |
| Sunbelt Securities, Inc. | 81,421 | $806.1K | 0.09% | −7,904−8.8% | Reduced |
| Greenland Capital Management LP | 84,067 | $832.3K | 0.14% | +84,067 | New |
| AlphaCentric Advisors LLC | 84,646 | $838.0K | 0.51% | 00.0% | Unchanged |
| Sigma Planning Corp | 85,119 | $842.7K | 0.03% | +46,350+119.6% | Added |
| Voya Investment Management LLC | 85,875 | $850.2K | 0.00% | −562,553−86.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 86,997 | $861.3K | 0.49% | +138+0.2% | Added |