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, Q2 2024
Institutional positions in AGNC Investment Corp. as of Jun 30, 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
- 474
- +6 vs. Q1 2024
- Shares held
- 286.0M
- +3.72M (+1.3%) vs. Q1 2024
- Total value
- $2.72B
- −$70.8M (−2.5%) vs. Q1 2024
- New holders
- 71
- 205 more added
- Sold out
- 65
- 122 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roble, Belko & Company, Inc | 51 | $0 | 0.00% | +51 | New |
| Center for Financial Planning, Inc. | 3 | $29 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $57 | 0.00% | −5−45.5% | Reduced |
| Quent Capital, LLC | 17 | $162 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $163 | 0.00% | +6+54.5% | Added |
| Bokf, NA | 24 | $229 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $448 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 50 | $477 | 0.00% | +50 | New |
| Fortis Group Advisors, LLC | 85 | $811 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 89 | $849 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 98 | $935 | 0.00% | +98 | New |
| Cornerstone Planning Group LLC | 100 | $978 | 0.00% | +100 | New |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 115 | $1.15K | 0.00% | +5+4.5% | Added |
| Wetzel Investment Advisors, Inc. | 146 | $1.45K | 0.00% | +146 | New |
| Versant Capital Management, Inc | 190 | $1.81K | 0.00% | −156−45.1% | Reduced |
| Clearstead Advisors, LLC | 200 | $1.91K | 0.00% | −100−33.3% | Reduced |
| Richard W. Paul & Associates, LLC | 200 | $1.91K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 200 | $1.91K | 0.00% | +200 | New |
| Fortitude Family Office, LLC | 229 | $2.19K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 230 | $2.19K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 241 | $2.30K | 0.00% | +241 | New |
| Archer Investment Corp | 262 | $2.50K | 0.00% | +4+1.6% | Added |
| Sachetta, LLC | 254 | $2.58K | 0.00% | +155+156.6% | Added |
| Aspect Partners, LLC | 276 | $2.63K | 0.00% | +10+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 277 | $2.64K | 0.00% | +10+3.7% | Added |
| Mather Group, LLC. | 277 | $2.75K | 0.00% | +57+25.9% | Added |
| ICA Group Wealth Management, LLC | 300 | $2.86K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 380 | $3.63K | 0.00% | +380 | New |
| Bell Investment Advisors, Inc | 406 | $3.87K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 409 | $3.90K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 485 | $4.00K | 0.00% | +348+254.0% | Added |
| Parkside Financial Bank & Trust | 458 | $4.37K | 0.00% | −13−2.8% | Reduced |
| Kelly Financial Services LLC | 459 | $4.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 466 | $4.45K | 0.00% | +466 | New |
| Redwood Wealth Management Group, LLC | 500 | $4.77K | 0.00% | +500 | New |
| Avion Wealth | 575 | $5.00K | 0.00% | +19+3.4% | Added |
| Smartleaf Asset Management LLC | 529 | $5.10K | 0.00% | +529 | New |
| Godsey & Gibb Associates | 540 | $5.15K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 564 | $5.38K | 0.00% | +364+182.0% | Added |
| Larson Financial Group LLC | 570 | $5.44K | 0.00% | −2,915−83.6% | Reduced |
| Gen-Wealth Partners Inc | 595 | $5.68K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $5.72K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 675 | $6.52K | 0.00% | +379+128.0% | Added |
| Kozak & Associates, Inc. | 806 | $7.81K | 0.00% | −1,769−68.7% | Reduced |
| Oakworth Capital, Inc. | 846 | $8.07K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 850 | $8.11K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 939 | $9.30K | 0.00% | +919+4,595.0% | Added |
| Peoples Bank | 1,000 | $9.54K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,120 | $10.7K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,144 | $10.9K | 0.01% | +1,144 | New |
| Crewe Advisors LLC | 1,160 | $11.1K | 0.00% | +28+2.5% | Added |
| McIlrath & Eck, LLC | 1,226 | $11.7K | 0.00% | +1,226 | New |
| GAMMA Investing LLC | 1,231 | $11.7K | 0.00% | +740+150.7% | Added |
| Sound Income Strategies, LLC | 1,250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,257 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,280 | $12.0K | 0.00% | −55−4.1% | Reduced |
| Broadwater Capital Management LLC | 1,320 | $12.6K | 0.01% | −1,980−60.0% | Reduced |
| Jones Financial Companies LLLP | 1,328 | $12.7K | 0.00% | +1,328 | New |
| Financial Connections Group, Inc. | 1,414 | $13.0K | 0.01% | +51+3.7% | Added |
| Harbor Investment Advisory, LLC | 1,433 | $13.7K | 0.00% | +8+0.6% | Added |
| PSI Advisors, LLC | 1,700 | $16.2K | 0.01% | +900+112.5% | Added |
| Bill Few Associates, Inc. | 12,470 | $16.5K | 0.01% | +100+0.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $16.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,787 | $17.0K | 0.00% | −2,625−59.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,800 | $17.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,904 | $18.2K | 0.00% | +1,650+649.6% | Added |
| AdvisorNet Financial, Inc | 2,000 | $19.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2,000 | $19.1K | 0.01% | +150+8.1% | Added |
| Asset Dedication, LLC | 2,020 | $19.3K | 0.00% | +2,020 | New |
| Lindbrook Capital, LLC | 2,113 | $20.2K | 0.00% | +827+64.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,392 | $22.8K | 0.00% | +2,044+587.4% | Added |
| TCTC Holdings, LLC | 2,712 | $25.9K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 2,827 | $27.0K | 0.02% | +69+2.5% | Added |
| Front Row Advisors LLC | 3,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,090 | $29.5K | 0.01% | −1,102−26.3% | Reduced |
| Salem Investment Counselors Inc | 3,154 | $30.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 3,230 | $30.8K | 0.00% | +3,230 | New |
| Huntington National Bank | 3,260 | $31.1K | 0.00% | −432−11.7% | Reduced |
| Great Lakes Retirement, Inc. | 3,291 | $31.8K | 0.00% | +3,291 | New |
| Cape Investment Advisory, Inc. | 3,405 | $32.5K | 0.01% | −1,271−27.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,661 | $34.9K | 0.00% | +1,255+52.2% | Added |
| Activest Wealth Management | 3,705 | $35.3K | 0.01% | +1,700+84.8% | Added |
| CoreCap Advisors, LLC | 3,736 | $35.6K | 0.00% | +3,495+1,450.2% | Added |
| Coppell Advisory Solutions LLC | 3,865 | $36.9K | 0.01% | +3,865 | New |
| LRI Investments, LLC | 3,927 | $37.5K | 0.00% | +3,927 | New |
| WFA of San Diego, LLC | 4,000 | $38.2K | 0.03% | +4,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,433 | $42.3K | 0.00% | +2,638+147.0% | Added |
| Farther Finance Advisors, LLC | 4,495 | $42.6K | 0.00% | −23,550−84.0% | Reduced |
| TD Waterhouse Canada Inc. | 4,875 | $46.2K | 0.00% | +4,875 | New |
| Bruce G. Allen Investments, LLC | 4,991 | $47.6K | 0.04% | +575+13.0% | Added |
| Hexagon Capital Partners LLC | 5,050 | $48.2K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,998 | $48.2K | 0.05% | −300−13.1% | Reduced |
| Quarry LP | 5,285 | $50.4K | 0.02% | +2,275+75.6% | Added |
| Corebridge Financial, Inc. | 5,332 | $50.9K | 0.00% | +5,332 | New |
| Allworth Financial LP | 5,162 | $52.8K | 0.00% | −25−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,111 | $58.3K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 6,183 | $59.0K | 0.02% | +225+3.8% | Added |
| IFP Advisors, Inc | 6,191 | $59.1K | 0.00% | +4,400+245.7% | Added |
| Baldwin Brothers Inc | 7,000 | $66.8K | 0.01% | 00.0% | Unchanged |