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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 2,712 | $25.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,392 | $22.8K | 0.00% | +2,044+587.4% | Added |
| Lindbrook Capital, LLC | 2,113 | $20.2K | 0.00% | +827+64.3% | Added |
| Asset Dedication, LLC | 2,020 | $19.3K | 0.00% | +2,020 | New |
| 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 |
| Quadrant Capital Group LLC | 1,904 | $18.2K | 0.00% | +1,650+649.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,800 | $17.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,787 | $17.0K | 0.00% | −2,625−59.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $16.5K | 0.01% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 12,470 | $16.5K | 0.01% | +100+0.8% | Added |
| PSI Advisors, LLC | 1,700 | $16.2K | 0.01% | +900+112.5% | Added |
| Harbor Investment Advisory, LLC | 1,433 | $13.7K | 0.00% | +8+0.6% | Added |
| Financial Connections Group, Inc. | 1,414 | $13.0K | 0.01% | +51+3.7% | Added |
| Jones Financial Companies LLLP | 1,328 | $12.7K | 0.00% | +1,328 | New |
| Broadwater Capital Management LLC | 1,320 | $12.6K | 0.01% | −1,980−60.0% | Reduced |
| Ci Investments Inc. | 1,280 | $12.0K | 0.00% | −55−4.1% | Reduced |
| Tortoise Investment Management, LLC | 1,257 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,250 | $11.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,231 | $11.7K | 0.00% | +740+150.7% | Added |
| McIlrath & Eck, LLC | 1,226 | $11.7K | 0.00% | +1,226 | New |
| Crewe Advisors LLC | 1,160 | $11.1K | 0.00% | +28+2.5% | Added |
| Financial Network Wealth Advisors LLC | 1,144 | $10.9K | 0.01% | +1,144 | New |
| Caitlin John, LLC | 1,120 | $10.7K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $9.54K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 939 | $9.30K | 0.00% | +919+4,595.0% | Added |
| Bogart Wealth, LLC | 850 | $8.11K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 846 | $8.07K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 806 | $7.81K | 0.00% | −1,769−68.7% | Reduced |
| Proequities, Inc. | 675 | $6.52K | 0.00% | +379+128.0% | Added |
| Wolff Wiese Magana LLC | 600 | $5.72K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 595 | $5.68K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 570 | $5.44K | 0.00% | −2,915−83.6% | Reduced |
| Voisard Asset Management Group, Inc. | 564 | $5.38K | 0.00% | +364+182.0% | Added |
| Godsey & Gibb Associates | 540 | $5.15K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 529 | $5.10K | 0.00% | +529 | New |
| Avion Wealth | 575 | $5.00K | 0.00% | +19+3.4% | Added |
| Redwood Wealth Management Group, LLC | 500 | $4.77K | 0.00% | +500 | New |
| SRS Capital Advisors, Inc. | 466 | $4.45K | 0.00% | +466 | New |
| Kelly Financial Services LLC | 459 | $4.38K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 458 | $4.37K | 0.00% | −13−2.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 485 | $4.00K | 0.00% | +348+254.0% | Added |
| Massmutual Trust Co FSB | 409 | $3.90K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 406 | $3.87K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 380 | $3.63K | 0.00% | +380 | New |
| ICA Group Wealth Management, LLC | 300 | $2.86K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 277 | $2.75K | 0.00% | +57+25.9% | Added |
| Cullen/Frost Bankers, Inc. | 277 | $2.64K | 0.00% | +10+3.7% | Added |
| Aspect Partners, LLC | 276 | $2.63K | 0.00% | +10+3.8% | Added |
| Sachetta, LLC | 254 | $2.58K | 0.00% | +155+156.6% | Added |
| Archer Investment Corp | 262 | $2.50K | 0.00% | +4+1.6% | Added |
| GHP Investment Advisors, Inc. | 241 | $2.30K | 0.00% | +241 | New |
| Spectrum Wealth Counsel, LLC | 230 | $2.19K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 229 | $2.19K | 0.00% | 00.0% | Unchanged |
| 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 |
| Versant Capital Management, Inc | 190 | $1.81K | 0.00% | −156−45.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 146 | $1.45K | 0.00% | +146 | New |
| Semmax Financial Advisors Inc. | 115 | $1.15K | 0.00% | +5+4.5% | Added |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $978 | 0.00% | +100 | New |
| Abich Financial Wealth Management LLC | 98 | $935 | 0.00% | +98 | New |
| Key Financial Inc | 89 | $849 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 85 | $811 | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 50 | $477 | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 47 | $448 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 24 | $229 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $163 | 0.00% | +6+54.5% | Added |
| Quent Capital, LLC | 17 | $162 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $57 | 0.00% | −5−45.5% | Reduced |
| Center for Financial Planning, Inc. | 3 | $29 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 51 | $0 | 0.00% | +51 | New |
| Strategic Financial Concepts, LLC | 644,716 | – | – | +582,411+934.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −1,912,032−100.0% | Sold out |
| Stieven Capital Advisors, L.P. | 0 | $0 | 0.00% | −1,101,400−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −787,348−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −383,869−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −279,347−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −267,940−100.0% | Sold out |
| Forge First Asset Management Inc. | 0 | $0 | 0.00% | −266,700−100.0% | Sold out |
| Significant Wealth Partners LLC | 0 | $0 | 0.00% | −228,286−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −215,956−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −202,250−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −197,472−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −171,600−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −154,175−100.0% | Sold out |
| Mendon Capital Advisors Corp | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −87,765−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −84,067−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −78,900−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −67,219−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −63,771−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −51,369−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −47,895−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −32,371−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −32,100−100.0% | Sold out |
| WESPAC Advisors, LLC | 0 | $0 | 0.00% | −29,228−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −23,766−100.0% | Sold out |