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 |
|---|---|---|---|---|---|
| Navis Wealth Advisors, LLC | 17,000 | $162.2K | 0.19% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 16,000 | $159.4K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 16,547 | $157.9K | 0.00% | −3,975−19.4% | Reduced |
| Sonora Investment Management Group, LLC | 15,921 | $157.6K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 16,443 | $156.7K | 0.00% | +16,443 | New |
| Vident Advisory, LLC | 16,015 | $152.8K | 0.00% | +16,015 | New |
| Kraft, Davis & Associates, LLC | 14,850 | $148.5K | 0.05% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 15,469 | $147.6K | 0.01% | +1,691+12.3% | Added |
| CTC Alternative Strategies, Ltd. | 15,100 | $144.1K | 0.06% | +300+2.0% | Added |
| Rogco, LP | 15,000 | $143.1K | 0.06% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 14,663 | $139.9K | 0.03% | +14,663 | New |
| Cerity Partners LLC | 14,633 | $139.6K | 0.00% | −4,544−23.7% | Reduced |
| Insight Advisors, LLC | 14,575 | $139.0K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 14,268 | $136.1K | 0.00% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 14,150 | $135.0K | 0.08% | −2,500−15.0% | Reduced |
| The PNC Financial Services Group, Inc. | 14,012 | $133.7K | 0.00% | −4,440−24.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,885 | $132.5K | 0.03% | +255+1.9% | Added |
| Insigneo Advisory Services, LLC | 13,403 | $131.1K | 0.01% | +13,403 | New |
| Private Trust Co NA | 13,673 | $130.4K | 0.01% | +6,334+86.3% | Added |
| IFG Advisory, LLC | 13,390 | $127.7K | 0.01% | +13,390 | New |
| Guggenheim Capital LLC | 13,327 | $127.1K | 0.00% | −7,810−36.9% | Reduced |
| Raymond James Trust N.A. | 13,178 | $125.7K | 0.00% | −9−0.1% | Reduced |
| GenTrust, LLC | 13,000 | $125.6K | 0.01% | +13,000 | New |
| Walleye Capital LLC | 13,057 | $124.6K | 0.00% | +13,057 | New |
| Hilton Capital Management, LLC | 13,000 | $124.0K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 12,973 | $123.8K | 0.01% | +12,973 | New |
| BLB&B Advisors, LLC | 12,805 | $122.2K | 0.01% | +12,805 | New |
| Kingsview Wealth Management, LLC | 12,775 | $121.9K | 0.00% | +10+0.1% | Added |
| MetLife Investment Management | 12,433 | $118.6K | 0.00% | −1,069−7.9% | Reduced |
| Level Four Advisory Services, LLC | 12,395 | $118.3K | 0.01% | −2,058−14.2% | Reduced |
| M Holdings Securities, Inc. | 12,324 | $118.0K | 0.02% | +12,324 | New |
| Manchester Financial Inc | 12,215 | $116.5K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 12,055 | $115.0K | 0.03% | −100−0.8% | Reduced |
| BTC Capital Management, Inc. | 12,000 | $114.5K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 11,997 | $114.4K | 0.00% | +10+0.1% | Added |
| Evergreen Capital Management LLC | 11,830 | $114.2K | 0.00% | +1,565+15.2% | Added |
| Garden State Investment Advisory Services LLC | 11,771 | $112.3K | 0.04% | +11,771 | New |
| Joel Isaacson & Co., LLC | 11,737 | $112.0K | 0.01% | +487+4.3% | Added |
| Quantinno Capital Management LP | 11,682 | $111.4K | 0.00% | +11,682 | New |
| Wealthcare Advisory Partners LLC | 11,676 | $111.4K | 0.00% | −660−5.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 11,618 | $110.8K | 0.04% | +305+2.7% | Added |
| Snowden Capital Advisors LLC | 11,454 | $110.6K | 0.00% | −975−7.8% | Reduced |
| Prospera Financial Services Inc | 11,593 | $110.6K | 0.00% | +1,057+10.0% | Added |
| NBC Securities, Inc. | 11,491 | $109.0K | 0.01% | +14+0.1% | Added |
| King Luther Capital Management Corp | 11,395 | $108.7K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 11,386 | $108.6K | 0.00% | +76+0.7% | Added |
| Park Avenue Securities LLC | 11,168 | $107.0K | 0.00% | −994−8.2% | Reduced |
| Anfield Capital Management, LLC | 11,142 | $106.3K | 0.05% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 10,877 | $103.8K | 0.02% | 00.0% | Unchanged |
| DCM Advisors, LLC | 10,703 | $102.1K | 0.05% | +10,703 | New |
| WealthPlan Investment Management, LLC | 10,583 | $101.0K | 0.02% | 00.0% | Unchanged |
| Permanent Capital Management, LP | 10,800 | $100.5K | 0.02% | +10,800 | New |
| Weaver Consulting Group | 10,491 | $100.1K | 0.03% | +10,491 | New |
| SkyOak Wealth, LLC | 10,452 | $99.7K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,417 | $99.4K | 0.00% | +26+0.3% | Added |
| Stratos Wealth Partners, LTD. | 10,333 | $98.6K | 0.00% | +10,333 | New |
| Essex LLC | 10,200 | $97.3K | 0.02% | +10,200 | New |
| Next Level Private LLC | 10,100 | $96.4K | 0.04% | +10,100 | New |
| TD Private Client Wealth LLC | 10,089 | $96.2K | 0.00% | −330−3.2% | Reduced |
| 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 |
| Proffitt & Goodson Inc | 9,696 | $92.5K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9,683 | $92.4K | 0.04% | +353+3.8% | Added |
| Rothschild Investment LLC | 9,200 | $87.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 9,173 | $87.5K | 0.01% | +9,000+5,202.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 8,544 | $82.0K | 0.00% | +3,140+58.1% | Added |
| EverSource Wealth Advisors, LLC | 8,116 | $81.2K | 0.01% | +6,243+333.3% | Added |
| Signaturefd, LLC | 8,355 | $79.7K | 0.00% | +1,582+23.4% | Added |
| Covestor Ltd | 7,662 | $73.0K | 0.05% | +813+11.9% | Added |
| Montag A & Associates Inc | 7,329 | $70.8K | 0.00% | +1,743+31.2% | Added |
| ORG Partners LLC | 7,380 | $70.0K | 0.01% | +7,380 | New |
| JJJ Advisors Inc. | 7,108 | $68.7K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 7,117 | $67.9K | 0.00% | +7,117 | New |
| Baldwin Brothers Inc | 7,000 | $66.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,191 | $59.1K | 0.00% | +4,400+245.7% | Added |
| Winch Advisory Services, LLC | 6,183 | $59.0K | 0.02% | +225+3.8% | Added |
| GPS Wealth Strategies Group, LLC | 6,111 | $58.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,162 | $52.8K | 0.00% | −25−0.5% | Reduced |
| Corebridge Financial, Inc. | 5,332 | $50.9K | 0.00% | +5,332 | New |
| Quarry LP | 5,285 | $50.4K | 0.02% | +2,275+75.6% | Added |
| MeadowBrook Investment Advisors LLC | 1,998 | $48.2K | 0.05% | −300−13.1% | Reduced |
| Hexagon Capital Partners LLC | 5,050 | $48.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4,991 | $47.6K | 0.04% | +575+13.0% | Added |
| TD Waterhouse Canada Inc. | 4,875 | $46.2K | 0.00% | +4,875 | New |
| Farther Finance Advisors, LLC | 4,495 | $42.6K | 0.00% | −23,550−84.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,433 | $42.3K | 0.00% | +2,638+147.0% | Added |
| WFA of San Diego, LLC | 4,000 | $38.2K | 0.03% | +4,000 | New |
| LRI Investments, LLC | 3,927 | $37.5K | 0.00% | +3,927 | New |
| Coppell Advisory Solutions LLC | 3,865 | $36.9K | 0.01% | +3,865 | New |
| CoreCap Advisors, LLC | 3,736 | $35.6K | 0.00% | +3,495+1,450.2% | Added |
| Activest Wealth Management | 3,705 | $35.3K | 0.01% | +1,700+84.8% | Added |
| Northwestern Mutual Wealth Management Co | 3,661 | $34.9K | 0.00% | +1,255+52.2% | Added |
| Cape Investment Advisory, Inc. | 3,405 | $32.5K | 0.01% | −1,271−27.2% | Reduced |
| Great Lakes Retirement, Inc. | 3,291 | $31.8K | 0.00% | +3,291 | New |
| Huntington National Bank | 3,260 | $31.1K | 0.00% | −432−11.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 3,230 | $30.8K | 0.00% | +3,230 | New |
| Salem Investment Counselors Inc | 3,154 | $30.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 3,090 | $29.5K | 0.01% | −1,102−26.3% | Reduced |
| Front Row Advisors LLC | 3,000 | $29.0K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 2,827 | $27.0K | 0.02% | +69+2.5% | Added |