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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 45,722 | $442.0K | 0.02% | +8,255+22.0% | Added |
| Parisi Gray Wealth Management | 46,000 | $438.8K | 0.16% | −2,000−4.2% | Reduced |
| Frank, Rimerman Advisors LLC | 45,780 | $436.7K | 0.03% | +45,780 | New |
| Westend Capital Management, LLC | 45,640 | $432.7K | 0.15% | +38,022+499.1% | Added |
| Boston Private Wealth LLC | 45,331 | $432.5K | 0.01% | −6,036−11.8% | Reduced |
| Aveo Capital Partners, LLC | 45,281 | $432.0K | 0.05% | −2,102−4.4% | Reduced |
| Advisory Services Network, LLC | 45,096 | $430.2K | 0.01% | +4,039+9.8% | Added |
| Aubrey Capital Management Ltd | 56,468 | $429.8K | 0.17% | 00.0% | Unchanged |
| Principal Securities, Inc. | 44,415 | $423.7K | 0.01% | +14,568+48.8% | Added |
| SeaCrest Wealth Management, LLC | 44,268 | $422.3K | 0.05% | +2,588+6.2% | Added |
| Gsa Capital Partners LLP | 43,182 | $412.0K | 0.03% | +12,536+40.9% | Added |
| Agf Management Ltd | 42,322 | $403.8K | 0.00% | +42,322 | New |
| All Season Financial Advisors, Inc. | 42,033 | $401.0K | 0.36% | −1,616−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,005 | $400.7K | 0.00% | −220−0.5% | Reduced |
| Belpointe Asset Management LLC | 41,547 | $396.4K | 0.03% | −3,268−7.3% | Reduced |
| Bank of Montreal | 39,968 | $390.5K | 0.00% | +1,777+4.7% | Added |
| Fermata Advisors, LLC | 40,883 | $390.0K | 0.09% | +17,670+76.1% | Added |
| Mercer Global Advisors Inc | 40,635 | $387.7K | 0.00% | −13,006−24.2% | Reduced |
| Nomura Asset Management Co Ltd | 40,600 | $387.3K | 0.00% | −3,100−7.1% | Reduced |
| RSM US Wealth Management LLC | 40,668 | $385.7K | 0.01% | +14,942+58.1% | Added |
| Diligent Investors, LLC | 39,701 | $378.7K | 0.09% | −11,991−23.2% | Reduced |
| JustInvest LLC | 39,609 | $377.9K | 0.01% | +7,714+24.2% | Added |
| Amalgamated Bank | 38,564 | $368.0K | 0.00% | −3,570−8.5% | Reduced |
| PVG Asset Management Corp | 38,569 | $367.9K | 1.46% | +38,569 | New |
| Stephens Inc | 38,455 | $366.9K | 0.01% | −11,243−22.6% | Reduced |
| Sanctuary Advisors, LLC | 39,075 | $364.6K | 0.00% | +39,075 | New |
| AIA Group Ltd | 36,387 | $347.1K | 0.01% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 35,851 | $342.0K | 0.06% | +35,851 | New |
| Castleview Partners, LLC | 35,534 | $339.0K | 0.19% | −89−0.2% | Reduced |
| Dynamic Advisor Solutions LLC | 34,181 | $326.1K | 0.01% | +20,984+159.0% | Added |
| Verition Fund Management LLC | 33,257 | $317.3K | 0.00% | −92,010−73.5% | Reduced |
| Harbour Investments, Inc. | 33,227 | $317.0K | 0.01% | +190+0.6% | Added |
| Ethic Inc. | 33,167 | $316.4K | 0.01% | +11,964+56.4% | Added |
| Redwood Investment Management, LLC | 32,475 | $310.0K | 0.03% | +609+1.9% | Added |
| Southland Equity Partners LLC | 32,341 | $308.5K | 0.09% | +110.0% | Added |
| Wolverine Trading, LLC | 32,340 | $308.5K | 0.01% | +32,340 | New |
| Compass Ion Advisors, LLC | 30,859 | $305.5K | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 30,836 | $297.9K | 0.00% | −79,347−72.0% | Reduced |
| QRG Capital Management, Inc. | 30,736 | $293.2K | 0.00% | −15,212−33.1% | Reduced |
| Yousif Capital Management, LLC | 30,087 | $287.0K | 0.00% | +43+0.1% | Added |
| RMB Capital Management, LLC | 30,074 | $286.9K | 0.01% | −100,000−76.9% | Reduced |
| Paragon Capital Management Ltd | 29,646 | $282.8K | 0.05% | +12,647+74.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 29,240 | $278.9K | 0.04% | +17+0.1% | Added |
| Atria Investments LLC | 28,942 | $276.1K | 0.00% | +28,942 | New |
| Centaurus Financial, Inc. | 28,877 | $275.0K | 0.02% | −2,131−6.9% | Reduced |
| Legacy Capital Wealth Partners, LLC | 28,636 | $273.2K | 0.07% | +28,636 | New |
| Arkadios Wealth Advisors | 28,413 | $271.1K | 0.02% | +28,413 | New |
| CI Private Wealth, LLC | 28,208 | $269.1K | 0.00% | +9,896+54.0% | Added |
| DDD Partners, LLC | 27,922 | $266.4K | 0.03% | +27,922 | New |
| Parallel Advisors, LLC | 27,608 | $263.4K | 0.01% | −4,687−14.5% | Reduced |
| Baader Bank INC | 33,587 | $260.9K | 0.02% | +33,587 | New |
| Oak Thistle LLC | 26,815 | $255.8K | 0.19% | +1,251+4.9% | Added |
| Xponance, Inc. | 26,627 | $254.0K | 0.00% | −1,396−5.0% | Reduced |
| Creative Financial Designs Inc | 26,317 | $251.1K | 0.02% | +40+0.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 25,662 | $245.0K | 0.00% | −2,756−9.7% | Reduced |
| AlphaCore Capital LLC | 25,276 | $244.2K | 0.06% | +25,276 | New |
| Systematic Portfolios LLC | 25,570 | $243.9K | 1.70% | +25,570 | New |
| Lazari Capital Management, Inc. | 25,105 | $239.5K | 0.11% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 24,680 | $238.9K | 0.00% | +9,215+59.6% | Added |
| MAI Capital Management | 24,950 | $238.0K | 0.00% | +197+0.8% | Added |
| Atomi Financial Group, Inc. | 24,368 | $232.5K | 0.02% | −889−3.5% | Reduced |
| 180 Wealth Advisors, LLC | 22,652 | $229.9K | 0.04% | +6,537+40.6% | Added |
| CenterStar Asset Management, LLC | 23,476 | $223.8K | 0.34% | +23,476 | New |
| Campbell & CO Investment Adviser LLC | 23,456 | $223.8K | 0.02% | −23,458−50.0% | Reduced |
| Norden Group LLC | 23,314 | $222.4K | 0.04% | +2,696+13.1% | Added |
| Capital Advisors Inc | 23,112 | $220.5K | 0.00% | −745−3.1% | Reduced |
| Geneos Wealth Management Inc. | 22,600 | $215.6K | 0.01% | +5,500+32.2% | Added |
| Schonfeld Strategic Advisors LLC | 22,466 | $214.3K | 0.00% | −78,014−77.6% | Reduced |
| Mutual Advisors, LLC | 20,949 | $211.6K | 0.01% | −261−1.2% | Reduced |
| D.A. Davidson & Co. | 21,869 | $208.6K | 0.00% | +161+0.7% | Added |
| Boothbay Fund Management, LLC | 21,530 | $205.4K | 0.01% | −151,024−87.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 21,440 | $204.5K | 0.01% | +5,800+37.1% | Added |
| Compass Financial Group, INC | 21,377 | $203.9K | 0.04% | +35+0.2% | Added |
| M&T Bank Corp | 21,208 | $202.3K | 0.00% | +2,631+14.2% | Added |
| Annex Advisory Services, LLC | 21,119 | $201.5K | 0.01% | +21,119 | New |
| Group One Trading, L.P. | 21,089 | $201.2K | 0.01% | −69,369−76.7% | Reduced |
| Avantax Advisory Services, Inc. | 20,535 | $195.9K | 0.00% | +3,688+21.9% | Added |
| Prelude Capital Management, LLC | 20,080 | $191.6K | 0.02% | +20,080 | New |
| Leonteq Securities AG | 20,000 | $190.8K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 19,884 | $189.7K | 0.01% | +997+5.3% | Added |
| Thrivent Financial for Lutherans | 19,836 | $189.0K | 0.00% | +918+4.9% | Added |
| Equitable Holdings, Inc. | 19,726 | $188.2K | 0.00% | −7,476−27.5% | Reduced |
| CIBC Asset Management Inc | 19,712 | $188.1K | 0.00% | +1,012+5.4% | Added |
| Truist Financial Corp | 19,477 | $185.8K | 0.00% | −527−2.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 18,736 | $178.7K | 0.00% | −118−0.6% | Reduced |
| Camelot Portfolios, LLC | 18,588 | $177.3K | 0.10% | +6,616+55.3% | Added |
| Private Portfolio Partners LLC | 18,550 | $177.0K | 0.14% | +4,150+28.8% | Added |
| Portside Wealth Group, LLC | 18,398 | $175.5K | 0.03% | +3,173+20.8% | Added |
| KBC Group NV | 18,157 | $173.0K | 0.00% | +4,768+35.6% | Added |
| Collaborative Wealth Managment Inc. | 18,090 | $172.6K | 0.08% | +5,300+41.4% | Added |
| GWM Advisors LLC | 17,966 | $171.4K | 0.00% | −47−0.3% | Reduced |
| Savant Capital, LLC | 17,891 | $170.7K | 0.00% | +17,891 | New |
| Gratus Capital LLC | 17,600 | $167.9K | 0.01% | +5,600+46.7% | Added |
| Baker Avenue Asset Management, LP | 17,566 | $167.6K | 0.01% | +40.0% | Added |
| Avantax Planning Partners, Inc. | 17,468 | $166.6K | 0.01% | −1,476−7.8% | Reduced |
| O'Rourke & Company, Inc | 17,349 | $166.0K | 0.09% | −3,921−18.4% | Reduced |
| Foundations Investment Advisors, LLC | 17,338 | $165.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 17,326 | $165.3K | 0.01% | +2,436+16.4% | Added |
| New Wave Wealth Advisors LLC | 17,322 | $165.3K | 0.09% | +17,322 | New |
| AQR Capital Management LLC | 17,133 | $163.4K | 0.00% | +17,133 | New |