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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 7,117 | $67.9K | 0.00% | +7,117 | New |
| JJJ Advisors Inc. | 7,108 | $68.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 7,380 | $70.0K | 0.01% | +7,380 | New |
| Montag A & Associates Inc | 7,329 | $70.8K | 0.00% | +1,743+31.2% | Added |
| Covestor Ltd | 7,662 | $73.0K | 0.05% | +813+11.9% | Added |
| Signaturefd, LLC | 8,355 | $79.7K | 0.00% | +1,582+23.4% | Added |
| EverSource Wealth Advisors, LLC | 8,116 | $81.2K | 0.01% | +6,243+333.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,544 | $82.0K | 0.00% | +3,140+58.1% | Added |
| Venturi Wealth Management, LLC | 9,173 | $87.5K | 0.01% | +9,000+5,202.3% | Added |
| Rothschild Investment LLC | 9,200 | $87.8K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9,683 | $92.4K | 0.04% | +353+3.8% | Added |
| Proffitt & Goodson Inc | 9,696 | $92.5K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 10,000 | $95.4K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 10,000 | $95.4K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10,089 | $96.2K | 0.00% | −330−3.2% | Reduced |
| Next Level Private LLC | 10,100 | $96.4K | 0.04% | +10,100 | New |
| Essex LLC | 10,200 | $97.3K | 0.02% | +10,200 | New |
| Stratos Wealth Partners, LTD. | 10,333 | $98.6K | 0.00% | +10,333 | New |
| Warren Averett Asset Management, LLC | 10,417 | $99.4K | 0.00% | +26+0.3% | Added |
| SkyOak Wealth, LLC | 10,452 | $99.7K | 0.02% | 00.0% | Unchanged |
| Weaver Consulting Group | 10,491 | $100.1K | 0.03% | +10,491 | New |
| Permanent Capital Management, LP | 10,800 | $100.5K | 0.02% | +10,800 | New |
| WealthPlan Investment Management, LLC | 10,583 | $101.0K | 0.02% | 00.0% | Unchanged |
| DCM Advisors, LLC | 10,703 | $102.1K | 0.05% | +10,703 | New |
| Oarsman Capital, Inc. | 10,877 | $103.8K | 0.02% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11,142 | $106.3K | 0.05% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,168 | $107.0K | 0.00% | −994−8.2% | Reduced |
| Ieq Capital, LLC | 11,386 | $108.6K | 0.00% | +76+0.7% | Added |
| King Luther Capital Management Corp | 11,395 | $108.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,491 | $109.0K | 0.01% | +14+0.1% | Added |
| Prospera Financial Services Inc | 11,593 | $110.6K | 0.00% | +1,057+10.0% | Added |
| Snowden Capital Advisors LLC | 11,454 | $110.6K | 0.00% | −975−7.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 11,618 | $110.8K | 0.04% | +305+2.7% | Added |
| Wealthcare Advisory Partners LLC | 11,676 | $111.4K | 0.00% | −660−5.4% | Reduced |
| Quantinno Capital Management LP | 11,682 | $111.4K | 0.00% | +11,682 | New |
| Joel Isaacson & Co., LLC | 11,737 | $112.0K | 0.01% | +487+4.3% | Added |
| Garden State Investment Advisory Services LLC | 11,771 | $112.3K | 0.04% | +11,771 | New |
| Evergreen Capital Management LLC | 11,830 | $114.2K | 0.00% | +1,565+15.2% | Added |
| IHT Wealth Management, LLC | 11,997 | $114.4K | 0.00% | +10+0.1% | Added |
| BTC Capital Management, Inc. | 12,000 | $114.5K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 12,055 | $115.0K | 0.03% | −100−0.8% | Reduced |
| Manchester Financial Inc | 12,215 | $116.5K | 0.03% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 12,324 | $118.0K | 0.02% | +12,324 | New |
| Level Four Advisory Services, LLC | 12,395 | $118.3K | 0.01% | −2,058−14.2% | Reduced |
| MetLife Investment Management | 12,433 | $118.6K | 0.00% | −1,069−7.9% | Reduced |
| Kingsview Wealth Management, LLC | 12,775 | $121.9K | 0.00% | +10+0.1% | Added |
| BLB&B Advisors, LLC | 12,805 | $122.2K | 0.01% | +12,805 | New |
| Meeder Advisory Services, Inc. | 12,973 | $123.8K | 0.01% | +12,973 | New |
| Hilton Capital Management, LLC | 13,000 | $124.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 13,057 | $124.6K | 0.00% | +13,057 | New |
| GenTrust, LLC | 13,000 | $125.6K | 0.01% | +13,000 | New |
| Raymond James Trust N.A. | 13,178 | $125.7K | 0.00% | −9−0.1% | Reduced |
| Guggenheim Capital LLC | 13,327 | $127.1K | 0.00% | −7,810−36.9% | Reduced |
| IFG Advisory, LLC | 13,390 | $127.7K | 0.01% | +13,390 | New |
| Private Trust Co NA | 13,673 | $130.4K | 0.01% | +6,334+86.3% | Added |
| Insigneo Advisory Services, LLC | 13,403 | $131.1K | 0.01% | +13,403 | New |
| Farmers & Merchants Trust Co of Long Beach | 13,885 | $132.5K | 0.03% | +255+1.9% | Added |
| The PNC Financial Services Group, Inc. | 14,012 | $133.7K | 0.00% | −4,440−24.1% | Reduced |
| Dudley Capital Management, LLC | 14,150 | $135.0K | 0.08% | −2,500−15.0% | Reduced |
| Miracle Mile Advisors, LLC | 14,268 | $136.1K | 0.00% | 00.0% | Unchanged |
| Insight Advisors, LLC | 14,575 | $139.0K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 14,633 | $139.6K | 0.00% | −4,544−23.7% | Reduced |
| CFO4Life Group, LLC | 14,663 | $139.9K | 0.03% | +14,663 | New |
| Rogco, LP | 15,000 | $143.1K | 0.06% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 15,100 | $144.1K | 0.06% | +300+2.0% | Added |
| Jaffetilchin Investment Partners, LLC | 15,469 | $147.6K | 0.01% | +1,691+12.3% | Added |
| Kraft, Davis & Associates, LLC | 14,850 | $148.5K | 0.05% | 00.0% | Unchanged |
| Vident Advisory, LLC | 16,015 | $152.8K | 0.00% | +16,015 | New |
| HSBC Holdings PLC | 16,443 | $156.7K | 0.00% | +16,443 | New |
| Sonora Investment Management Group, LLC | 15,921 | $157.6K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 16,547 | $157.9K | 0.00% | −3,975−19.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 16,000 | $159.4K | 0.02% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 17,000 | $162.2K | 0.19% | 00.0% | Unchanged |
| AQR Capital Management LLC | 17,133 | $163.4K | 0.00% | +17,133 | New |
| New Wave Wealth Advisors LLC | 17,322 | $165.3K | 0.09% | +17,322 | New |
| Armstrong Advisory Group, Inc | 17,326 | $165.3K | 0.01% | +2,436+16.4% | Added |
| Foundations Investment Advisors, LLC | 17,338 | $165.4K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 17,349 | $166.0K | 0.09% | −3,921−18.4% | Reduced |
| Avantax Planning Partners, Inc. | 17,468 | $166.6K | 0.01% | −1,476−7.8% | Reduced |
| Baker Avenue Asset Management, LP | 17,566 | $167.6K | 0.01% | +40.0% | Added |
| Gratus Capital LLC | 17,600 | $167.9K | 0.01% | +5,600+46.7% | Added |
| Savant Capital, LLC | 17,891 | $170.7K | 0.00% | +17,891 | New |
| GWM Advisors LLC | 17,966 | $171.4K | 0.00% | −47−0.3% | Reduced |
| Collaborative Wealth Managment Inc. | 18,090 | $172.6K | 0.08% | +5,300+41.4% | Added |
| KBC Group NV | 18,157 | $173.0K | 0.00% | +4,768+35.6% | Added |
| Portside Wealth Group, LLC | 18,398 | $175.5K | 0.03% | +3,173+20.8% | Added |
| Private Portfolio Partners LLC | 18,550 | $177.0K | 0.14% | +4,150+28.8% | Added |
| Camelot Portfolios, LLC | 18,588 | $177.3K | 0.10% | +6,616+55.3% | Added |
| Prime Capital Investment Advisors, LLC | 18,736 | $178.7K | 0.00% | −118−0.6% | Reduced |
| Truist Financial Corp | 19,477 | $185.8K | 0.00% | −527−2.6% | Reduced |
| CIBC Asset Management Inc | 19,712 | $188.1K | 0.00% | +1,012+5.4% | Added |
| Equitable Holdings, Inc. | 19,726 | $188.2K | 0.00% | −7,476−27.5% | Reduced |
| Thrivent Financial for Lutherans | 19,836 | $189.0K | 0.00% | +918+4.9% | Added |
| Perigon Wealth Management, LLC | 19,884 | $189.7K | 0.01% | +997+5.3% | Added |
| Leonteq Securities AG | 20,000 | $190.8K | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 20,080 | $191.6K | 0.02% | +20,080 | New |
| Avantax Advisory Services, Inc. | 20,535 | $195.9K | 0.00% | +3,688+21.9% | Added |
| Group One Trading, L.P. | 21,089 | $201.2K | 0.01% | −69,369−76.7% | Reduced |
| Annex Advisory Services, LLC | 21,119 | $201.5K | 0.01% | +21,119 | New |
| M&T Bank Corp | 21,208 | $202.3K | 0.00% | +2,631+14.2% | Added |