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 |
|---|---|---|---|---|---|
| Compass Financial Group, INC | 21,377 | $203.9K | 0.04% | +35+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 21,440 | $204.5K | 0.01% | +5,800+37.1% | Added |
| Boothbay Fund Management, LLC | 21,530 | $205.4K | 0.01% | −151,024−87.5% | Reduced |
| D.A. Davidson & Co. | 21,869 | $208.6K | 0.00% | +161+0.7% | Added |
| Mutual Advisors, LLC | 20,949 | $211.6K | 0.01% | −261−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 22,466 | $214.3K | 0.00% | −78,014−77.6% | Reduced |
| Geneos Wealth Management Inc. | 22,600 | $215.6K | 0.01% | +5,500+32.2% | Added |
| Capital Advisors Inc | 23,112 | $220.5K | 0.00% | −745−3.1% | Reduced |
| Norden Group LLC | 23,314 | $222.4K | 0.04% | +2,696+13.1% | Added |
| Campbell & CO Investment Adviser LLC | 23,456 | $223.8K | 0.02% | −23,458−50.0% | Reduced |
| CenterStar Asset Management, LLC | 23,476 | $223.8K | 0.34% | +23,476 | New |
| 180 Wealth Advisors, LLC | 22,652 | $229.9K | 0.04% | +6,537+40.6% | Added |
| Atomi Financial Group, Inc. | 24,368 | $232.5K | 0.02% | −889−3.5% | Reduced |
| MAI Capital Management | 24,950 | $238.0K | 0.00% | +197+0.8% | Added |
| CIBC Private Wealth Group, LLC | 24,680 | $238.9K | 0.00% | +9,215+59.6% | Added |
| Lazari Capital Management, Inc. | 25,105 | $239.5K | 0.11% | 00.0% | Unchanged |
| Systematic Portfolios LLC | 25,570 | $243.9K | 1.70% | +25,570 | New |
| AlphaCore Capital LLC | 25,276 | $244.2K | 0.06% | +25,276 | New |
| Benjamin F. Edwards & Company, Inc. | 25,662 | $245.0K | 0.00% | −2,756−9.7% | Reduced |
| Creative Financial Designs Inc | 26,317 | $251.1K | 0.02% | +40+0.2% | Added |
| Xponance, Inc. | 26,627 | $254.0K | 0.00% | −1,396−5.0% | Reduced |
| Oak Thistle LLC | 26,815 | $255.8K | 0.19% | +1,251+4.9% | Added |
| Baader Bank INC | 33,587 | $260.9K | 0.02% | +33,587 | New |
| Parallel Advisors, LLC | 27,608 | $263.4K | 0.01% | −4,687−14.5% | Reduced |
| DDD Partners, LLC | 27,922 | $266.4K | 0.03% | +27,922 | New |
| CI Private Wealth, LLC | 28,208 | $269.1K | 0.00% | +9,896+54.0% | Added |
| Arkadios Wealth Advisors | 28,413 | $271.1K | 0.02% | +28,413 | New |
| Legacy Capital Wealth Partners, LLC | 28,636 | $273.2K | 0.07% | +28,636 | New |
| Centaurus Financial, Inc. | 28,877 | $275.0K | 0.02% | −2,131−6.9% | Reduced |
| Atria Investments LLC | 28,942 | $276.1K | 0.00% | +28,942 | New |
| Pinnacle Wealth Planning Services, Inc. | 29,240 | $278.9K | 0.04% | +17+0.1% | Added |
| Paragon Capital Management Ltd | 29,646 | $282.8K | 0.05% | +12,647+74.4% | Added |
| RMB Capital Management, LLC | 30,074 | $286.9K | 0.01% | −100,000−76.9% | Reduced |
| Yousif Capital Management, LLC | 30,087 | $287.0K | 0.00% | +43+0.1% | Added |
| QRG Capital Management, Inc. | 30,736 | $293.2K | 0.00% | −15,212−33.1% | Reduced |
| Lido Advisors, LLC | 30,836 | $297.9K | 0.00% | −79,347−72.0% | Reduced |
| Compass Ion Advisors, LLC | 30,859 | $305.5K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 32,340 | $308.5K | 0.01% | +32,340 | New |
| Southland Equity Partners LLC | 32,341 | $308.5K | 0.09% | +110.0% | Added |
| Redwood Investment Management, LLC | 32,475 | $310.0K | 0.03% | +609+1.9% | Added |
| Ethic Inc. | 33,167 | $316.4K | 0.01% | +11,964+56.4% | Added |
| Harbour Investments, Inc. | 33,227 | $317.0K | 0.01% | +190+0.6% | Added |
| Verition Fund Management LLC | 33,257 | $317.3K | 0.00% | −92,010−73.5% | Reduced |
| Dynamic Advisor Solutions LLC | 34,181 | $326.1K | 0.01% | +20,984+159.0% | Added |
| Castleview Partners, LLC | 35,534 | $339.0K | 0.19% | −89−0.2% | Reduced |
| Nebula Research & Development LLC | 35,851 | $342.0K | 0.06% | +35,851 | New |
| AIA Group Ltd | 36,387 | $347.1K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 39,075 | $364.6K | 0.00% | +39,075 | New |
| Stephens Inc | 38,455 | $366.9K | 0.01% | −11,243−22.6% | Reduced |
| PVG Asset Management Corp | 38,569 | $367.9K | 1.46% | +38,569 | New |
| Amalgamated Bank | 38,564 | $368.0K | 0.00% | −3,570−8.5% | Reduced |
| JustInvest LLC | 39,609 | $377.9K | 0.01% | +7,714+24.2% | Added |
| Diligent Investors, LLC | 39,701 | $378.7K | 0.09% | −11,991−23.2% | Reduced |
| RSM US Wealth Management LLC | 40,668 | $385.7K | 0.01% | +14,942+58.1% | Added |
| Nomura Asset Management Co Ltd | 40,600 | $387.3K | 0.00% | −3,100−7.1% | Reduced |
| Mercer Global Advisors Inc | 40,635 | $387.7K | 0.00% | −13,006−24.2% | Reduced |
| Fermata Advisors, LLC | 40,883 | $390.0K | 0.09% | +17,670+76.1% | Added |
| Bank of Montreal | 39,968 | $390.5K | 0.00% | +1,777+4.7% | Added |
| Belpointe Asset Management LLC | 41,547 | $396.4K | 0.03% | −3,268−7.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,005 | $400.7K | 0.00% | −220−0.5% | Reduced |
| All Season Financial Advisors, Inc. | 42,033 | $401.0K | 0.36% | −1,616−3.7% | Reduced |
| Agf Management Ltd | 42,322 | $403.8K | 0.00% | +42,322 | New |
| Gsa Capital Partners LLP | 43,182 | $412.0K | 0.03% | +12,536+40.9% | Added |
| SeaCrest Wealth Management, LLC | 44,268 | $422.3K | 0.05% | +2,588+6.2% | Added |
| Principal Securities, Inc. | 44,415 | $423.7K | 0.01% | +14,568+48.8% | Added |
| Aubrey Capital Management Ltd | 56,468 | $429.8K | 0.17% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 45,096 | $430.2K | 0.01% | +4,039+9.8% | Added |
| Aveo Capital Partners, LLC | 45,281 | $432.0K | 0.05% | −2,102−4.4% | Reduced |
| Boston Private Wealth LLC | 45,331 | $432.5K | 0.01% | −6,036−11.8% | Reduced |
| Westend Capital Management, LLC | 45,640 | $432.7K | 0.15% | +38,022+499.1% | Added |
| Frank, Rimerman Advisors LLC | 45,780 | $436.7K | 0.03% | +45,780 | New |
| Parisi Gray Wealth Management | 46,000 | $438.8K | 0.16% | −2,000−4.2% | Reduced |
| Sowell Financial Services LLC | 45,722 | $442.0K | 0.02% | +8,255+22.0% | Added |
| First Foundation Advisors | 47,196 | $450.3K | 0.02% | +47,196 | New |
| Mariner, LLC | 47,537 | $453.5K | 0.00% | −51,245−51.9% | Reduced |
| ClearAlpha Technologies LP | 48,301 | $460.8K | 0.18% | +48,301 | New |
| Foster Victor Wealth Advisors, LLC | 44,614 | $468.9K | 0.04% | +7,605+20.5% | Added |
| Triton Wealth Management, PLLC | 45,670 | $471.3K | 0.28% | +13,299+41.1% | Added |
| Captrust Financial Advisors | 49,426 | $471.5K | 0.00% | +1,007+2.1% | Added |
| Maryland State Retirement & Pension System | 50,250 | $479.4K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 50,660 | $483.3K | 0.02% | +26,070+106.0% | Added |
| Nicholas Hoffman & Company, LLC. | 51,834 | $494.5K | 0.02% | +46+0.1% | Added |
| Principal Financial Group Inc | 52,314 | $499.1K | 0.00% | −6,426−10.9% | Reduced |
| Clear Street Markets LLC | 53,600 | $511.0K | 0.20% | +22,100+70.2% | Added |
| Samalin Investment Counsel, LLC | 54,077 | $515.9K | 0.24% | +6,889+14.6% | Added |
| Sherbrooke Park Advisers LLC | 55,418 | $528.7K | 0.09% | −5,271−8.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 55,714 | $531.5K | 0.00% | +3,419+6.5% | Added |
| Two Sigma Securities, LLC | 56,459 | $538.6K | 0.03% | −32,532−36.6% | Reduced |
| Tower Research Capital LLC (TRC) | 57,053 | $544.3K | 0.01% | +6,816+13.6% | Added |
| Howard Financial Services, Ltd. | 57,314 | $546.8K | 0.09% | +4,840+9.2% | Added |
| Savvy Advisors, Inc. | 59,035 | $563.2K | 0.18% | +59,035 | New |
| Wedmont Private Capital | 54,547 | $570.0K | 0.04% | +15,356+39.2% | Added |
| Sunbelt Securities, Inc. | 63,028 | $601.3K | 0.06% | −18,393−22.6% | Reduced |
| US Bancorp | 63,192 | $602.9K | 0.00% | +516+0.8% | Added |
| National Bank of Canada | 64,100 | $607.6K | 0.00% | −90−0.1% | Reduced |
| KG&L Capital Management,LLC | 66,260 | $632.1K | 0.22% | +1,740+2.7% | Added |
| Keybank National Association | 67,130 | $640.4K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 68,931 | $657.6K | 0.14% | +27,464+66.2% | Added |
| Algert Global LLC | 70,037 | $668.2K | 0.02% | +70,037 | New |
| SpiderRock Advisors, LLC | 71,164 | $678.9K | 0.02% | +10,551+17.4% | Added |