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, Q3 2024
Institutional positions in AGNC Investment Corp. as of Sep 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
- 526
- +58 vs. Q2 2024
- Shares held
- 341.5M
- +92.7M (+37.2%) vs. Q2 2024
- Total value
- $3.56B
- +$1.19B (+50.1%) vs. Q2 2024
- New holders
- 97
- 245 more added
- Sold out
- 39
- 100 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 3 | $0 | 0.00% | +3 | New |
| Center for Financial Planning, Inc. | 3 | $32 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3 | $32 | 0.00% | +3 | New |
| Quent Capital, LLC | 17 | $178 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 21 | $220 | 0.00% | +15+250.0% | Added |
| Bokf, NA | 24 | $247 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 27 | $285 | 0.00% | −648−96.0% | Reduced |
| Raffa Wealth Management, LLC | 47 | $492 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $523 | 0.00% | +50 | New |
| Fifth Third Bancorp | 57 | $596 | 0.00% | +57 | New |
| Quest Partners LLC | 65 | $680 | 0.00% | +65 | New |
| Fortis Group Advisors, LLC | 85 | $889 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 89 | $931 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $954 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 92 | $963 | 0.00% | +75+441.2% | Added |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 128 | $1.00K | 0.00% | +77+151.0% | Added |
| Sandy Spring Bank | 96 | $1.00K | 0.00% | +96 | New |
| Semmax Financial Advisors Inc. | 119 | $1.12K | 0.00% | +4+3.5% | Added |
| Sachetta, LLC | 138 | $1.44K | 0.00% | −116−45.7% | Reduced |
| FinTrust Capital Advisors, LLC | 177 | $1.85K | 0.00% | +177 | New |
| Versant Capital Management, Inc | 190 | $1.99K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 200 | $2.09K | 0.00% | −364−64.5% | Reduced |
| Richard W. Paul & Associates, LLC | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 228 | $2.38K | 0.00% | −8,945−97.5% | Reduced |
| Fortitude Family Office, LLC | 229 | $2.40K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 230 | $2.41K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 241 | $2.52K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 267 | $2.79K | 0.00% | +5+1.9% | Added |
| Clearstead Advisors, LLC | 282 | $2.95K | 0.00% | +82+41.0% | Added |
| Mather Group, LLC. | 313 | $3.28K | 0.00% | +36+13.0% | Added |
| Ashton Thomas Securities, LLC | 325 | $3.40K | 0.00% | +325 | New |
| Trust Co of Vermont | 329 | $3.44K | 0.00% | +329 | New |
| Golden State Equity Partners | 368 | $3.85K | 0.00% | +368 | New |
| Bell Investment Advisors, Inc | 406 | $4.25K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 458 | $4.79K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 459 | $4.80K | 0.00% | +459 | New |
| SRS Capital Advisors, Inc. | 466 | $4.88K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $5.23K | 0.00% | +500 | New |
| Massmutual Trust Co FSB | 509 | $5.32K | 0.00% | +100+24.4% | Added |
| Godsey & Gibb Associates | 540 | $5.65K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 595 | $5.72K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 594 | $6.00K | 0.00% | +19+3.3% | Added |
| Aspect Partners, LLC | 586 | $6.13K | 0.00% | +310+112.3% | Added |
| Larson Financial Group LLC | 595 | $6.22K | 0.00% | +25+4.4% | Added |
| Wolff Wiese Magana LLC | 600 | $6.28K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 846 | $8.85K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 850 | $8.89K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 993 | $10.4K | 0.00% | +993 | New |
| Peoples Bank | 1,000 | $10.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,120 | $10.7K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,016 | $10.8K | 0.00% | +1,016 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,086 | $11.0K | 0.00% | +601+123.9% | Added |
| Financial Network Wealth Advisors LLC | 1,144 | $12.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,171 | $12.2K | 0.00% | +11+0.9% | Added |
| McIlrath & Eck, LLC | 1,226 | $12.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,250 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,257 | $13.1K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,305 | $13.7K | 0.00% | +1,305 | New |
| Broadwater Capital Management LLC | 1,320 | $13.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,347 | $14.1K | 0.00% | +116+9.4% | Added |
| Deseret Mutual Benefit Administrators | 1,391 | $14.6K | 0.01% | −1,699−55.0% | Reduced |
| Financial Connections Group, Inc. | 1,465 | $15.0K | 0.01% | +51+3.6% | Added |
| Integrated Investment Consultants, LLC | 15,926 | $15.9K | 0.00% | +15,926 | New |
| Harbor Investment Advisory, LLC | 1,563 | $16.3K | 0.00% | +130+9.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,579 | $16.5K | 0.00% | −2,082−56.9% | Reduced |
| Bill Few Associates, Inc. | 12,470 | $16.9K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,626 | $17.0K | 0.00% | −62,474−97.5% | Reduced |
| Activest Wealth Management | 1,700 | $17.8K | 0.01% | −2,005−54.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,723 | $18.0K | 0.00% | −2,710−61.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $18.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,800 | $18.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,921 | $20.1K | 0.00% | +17+0.9% | Added |
| Raleigh Capital Management Inc. | 2,000 | $20.9K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2,000 | $20.9K | 0.01% | +2,000 | New |
| Capital Performance Advisors LLP | 2,075 | $21.7K | 0.01% | +2,075 | New |
| Spire Wealth Management | 2,087 | $21.8K | 0.00% | +300+16.8% | Added |
| PSI Advisors, LLC | 2,100 | $22.0K | 0.01% | +400+23.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,392 | $25.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 2,425 | $25.4K | 0.02% | +2,425 | New |
| Ci Investments Inc. | 2,617 | $27.0K | 0.00% | +1,337+104.5% | Added |
| TCTC Holdings, LLC | 2,712 | $28.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,760 | $29.1K | 0.00% | +2,231+421.7% | Added |
| Planning Capital Management Corp | 2,827 | $29.6K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,856 | $29.9K | 0.00% | +743+35.2% | Added |
| Farther Finance Advisors, LLC | 2,957 | $30.9K | 0.00% | −1,538−34.2% | Reduced |
| AdvisorNet Financial, Inc | 3,004 | $31.4K | 0.00% | +1,004+50.2% | Added |
| Point72 Asset Management, L.P. | 3,103 | $32.5K | 0.00% | +3,103 | New |
| Salem Investment Counselors Inc | 3,154 | $33.4K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,383 | $33.9K | 0.03% | −615−30.8% | Reduced |
| Cape Investment Advisory, Inc. | 3,446 | $36.0K | 0.01% | +41+1.2% | Added |
| CoreCap Advisors, LLC | 3,536 | $37.0K | 0.00% | −200−5.4% | Reduced |
| Ronald Blue Trust, Inc. | 3,905 | $37.3K | 0.00% | +2,966+315.9% | Added |
| LRI Investments, LLC | 3,927 | $37.3K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,782 | $39.6K | 0.00% | +3,782 | New |
| WFA of San Diego, LLC | 4,000 | $41.8K | 0.04% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4,000 | $42.3K | 0.02% | +1,000+33.3% | Added |
| GeoWealth Management, LLC | 4,671 | $48.9K | 0.00% | +4,671 | New |
| Coppell Advisory Solutions LLC | 4,772 | $50.2K | 0.01% | +907+23.5% | Added |