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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 5,050 | $52.8K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5,203 | $54.4K | 0.04% | +212+4.2% | Added |
| Quarry LP | 5,494 | $57.5K | 0.02% | +209+4.0% | Added |
| Corebridge Financial, Inc. | 5,496 | $57.5K | 0.00% | +164+3.1% | Added |
| Allworth Financial LP | 5,686 | $59.5K | 0.00% | +524+10.2% | Added |
| Ameritas Investment Partners, Inc. | 6,000 | $62.8K | 0.00% | +6,000 | New |
| GPS Wealth Strategies Group, LLC | 6,111 | $63.9K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 6,407 | $67.0K | 0.02% | +224+3.6% | Added |
| Huntington National Bank | 6,705 | $70.1K | 0.00% | +3,445+105.7% | Added |
| Baldwin Brothers Inc | 7,000 | $73.2K | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 10,231 | $76.7K | 0.01% | −23,356−69.5% | Reduced |
| Montag A & Associates Inc | 7,329 | $77.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,497 | $78.9K | 0.00% | +6,169+464.5% | Added |
| Covestor Ltd | 7,677 | $80.0K | 0.05% | +15+0.2% | Added |
| GWM Advisors LLC | 7,973 | $83.4K | 0.00% | −9,993−55.6% | Reduced |
| EverSource Wealth Advisors, LLC | 8,173 | $85.5K | 0.01% | +57+0.7% | Added |
| NBC Securities, Inc. | 8,819 | $92.0K | 0.01% | −2,672−23.3% | Reduced |
| Rothschild Investment LLC | 9,210 | $96.3K | 0.01% | +10+0.1% | Added |
| TD Private Client Wealth LLC | 9,352 | $97.8K | 0.00% | −737−7.3% | Reduced |
| Proffitt & Goodson Inc | 9,696 | $101.4K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 10,000 | $104.6K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10,035 | $105.0K | 0.04% | +352+3.6% | Added |
| Essex LLC | 10,200 | $106.7K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,251 | $107.2K | 0.00% | −166−1.6% | Reduced |
| Summit Trail Advisors, LLC | 10,141 | $107.3K | 0.00% | +10,141 | New |
| IHT Wealth Management, LLC | 10,277 | $107.5K | 0.00% | −1,720−14.3% | Reduced |
| Motiv8 Investments LLC | 10,318 | $107.9K | 0.07% | +10,318 | New |
| Teamwork Financial Advisors, LLC | 10,343 | $108.2K | 0.01% | +10,343 | New |
| SkyOak Wealth, LLC | 10,452 | $109.3K | 0.02% | 00.0% | Unchanged |
| Next Level Private LLC | 10,469 | $109.5K | 0.04% | +369+3.7% | Added |
| Weaver Consulting Group | 10,497 | $109.8K | 0.03% | +6+0.1% | Added |
| Retirement Income Solutions, Inc | 10,507 | $109.9K | 0.03% | +10,507 | New |
| Marex Group plc | 10,566 | $110.5K | 0.00% | +10,566 | New |
| WealthPlan Investment Management, LLC | 10,583 | $110.7K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 11,894 | $110.7K | 0.01% | +11,894 | New |
| Brookstone Capital Management | 10,589 | $110.8K | 0.00% | +10,589 | New |
| Walleye Capital LLC | 10,607 | $110.9K | 0.00% | −2,450−18.8% | Reduced |
| New Century Financial Group, LLC | 10,634 | $111.2K | 0.04% | +10,634 | New |
| Magnus Financial Group LLC | 10,679 | $111.7K | 0.01% | +10,679 | New |
| Oarsman Capital, Inc. | 10,877 | $113.8K | 0.02% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 10,885 | $113.9K | 0.00% | +10,885 | New |
| Alpha Cubed Investments, LLC | 11,000 | $115.1K | 0.01% | +11,000 | New |
| Anfield Capital Management, LLC | 11,142 | $116.5K | 0.04% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 11,146 | $116.6K | 0.06% | +11,146 | New |
| Level Four Advisory Services, LLC | 12,631 | $117.6K | 0.00% | +236+1.9% | Added |
| King Luther Capital Management Corp | 11,395 | $119.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,562 | $120.9K | 0.00% | +3,207+38.4% | Added |
| Wealthcare Advisory Partners LLC | 11,700 | $122.4K | 0.00% | +24+0.2% | Added |
| WealthPLAN Partners, LLC | 11,785 | $123.3K | 0.02% | +11,785 | New |
| E&G Advisors, LP | 11,855 | $124.0K | 0.03% | −200−1.7% | Reduced |
| Ieq Capital, LLC | 11,863 | $124.1K | 0.00% | +477+4.2% | Added |
| Park Avenue Securities LLC | 11,944 | $125.0K | 0.00% | +776+6.9% | Added |
| BTC Capital Management, Inc. | 12,000 | $125.5K | 0.01% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 12,047 | $126.0K | 0.11% | +12,047 | New |
| Joel Isaacson & Co., LLC | 12,124 | $126.8K | 0.01% | +387+3.3% | Added |
| MQS Management LLC | 12,209 | $127.7K | 0.07% | +12,209 | New |
| Brinker Capital Investments, LLC | 12,397 | $129.7K | 0.00% | +12,397 | New |
| Orion Portfolio Solutions, LLC | 12,397 | $129.7K | 0.00% | +12,397 | New |
| Garden State Investment Advisory Services LLC | 12,647 | $132.3K | 0.04% | +876+7.4% | Added |
| Camelot Portfolios, LLC | 12,755 | $133.4K | 0.13% | −5,833−31.4% | Reduced |
| BLB&B Advisors, LLC | 12,805 | $133.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 12,914 | $135.1K | 0.00% | −264−2.0% | Reduced |
| MetLife Investment Management | 12,933 | $135.3K | 0.00% | +500+4.0% | Added |
| Hilton Capital Management, LLC | 13,000 | $136.0K | 0.01% | 00.0% | Unchanged |
| Nwam LLC | 13,034 | $136.3K | 0.01% | +13,034 | New |
| Independent Advisor Alliance | 13,126 | $137.3K | 0.00% | +13,126 | New |
| Manchester Financial Inc | 13,171 | $137.8K | 0.03% | +956+7.8% | Added |
| Insigneo Advisory Services, LLC | 13,184 | $137.9K | 0.01% | −219−1.6% | Reduced |
| Kraft, Davis & Associates, LLC | 14,850 | $139.5K | 0.04% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 13,385 | $141.6K | 0.00% | +1,931+16.9% | Added |
| Peapack Gladstone Financial Corp | 13,500 | $142.0K | 0.00% | +13,500 | New |
| Left Brain Wealth Management, LLC | 13,700 | $143.3K | 0.07% | +13,700 | New |
| Farmers & Merchants Trust Co of Long Beach | 14,135 | $147.9K | 0.04% | +250+1.8% | Added |
| Miracle Mile Advisors, LLC | 14,268 | $149.2K | 0.00% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 14,387 | $150.5K | 0.01% | +1,414+10.9% | Added |
| The PNC Financial Services Group, Inc. | 14,646 | $153.2K | 0.00% | +634+4.5% | Added |
| CFO4Life Group, LLC | 14,731 | $154.1K | 0.03% | +68+0.5% | Added |
| Rogco, LP | 15,000 | $156.9K | 0.06% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 15,150 | $158.5K | 0.08% | +1,000+7.1% | Added |
| Insight Advisors, LLC | 15,164 | $158.6K | 0.03% | +589+4.0% | Added |
| Oxford Asset Management LLP | 15,237 | $159.4K | 0.13% | +15,237 | New |
| Quantinno Capital Management LP | 15,289 | $159.9K | 0.00% | +3,607+30.9% | Added |
| Jaffetilchin Investment Partners, LLC | 15,523 | $162.4K | 0.01% | +54+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 15,735 | $163.2K | 0.00% | +15,735 | New |
| Fox Run Management, L.L.C. | 15,898 | $166.3K | 0.04% | +15,898 | New |
| Campbell & CO Investment Adviser LLC | 15,925 | $166.6K | 0.01% | −7,531−32.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 16,000 | $167.4K | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 16,200 | $169.5K | 0.05% | +16,200 | New |
| Newbridge Financial Services Group, Inc. | 16,638 | $174.0K | 0.06% | +5,020+43.2% | Added |
| Beacon Pointe Advisors, LLC | 16,966 | $177.5K | 0.00% | +419+2.5% | Added |
| Navis Wealth Advisors, LLC | 17,000 | $177.8K | 0.19% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 17,153 | $179.4K | 0.00% | +4,378+34.3% | Added |
| Resources Investment Advisors, LLC. | 17,190 | $179.8K | 0.00% | +17,190 | New |
| HSBC Holdings PLC | 17,289 | $180.8K | 0.00% | +846+5.1% | Added |
| New Wave Wealth Advisors LLC | 17,307 | $181.0K | 0.08% | −15−0.1% | Reduced |
| Heritage Oak Wealth Advisors LLC | 17,307 | $181.0K | 0.08% | +17,307 | New |
| Norden Group LLC | 17,329 | $181.3K | 0.02% | −5,985−25.7% | Reduced |
| Armstrong Advisory Group, Inc | 17,355 | $181.5K | 0.02% | +29+0.2% | Added |
| Foundations Investment Advisors, LLC | 17,389 | $181.9K | 0.00% | +51+0.3% | Added |
| O'Rourke & Company, Inc | 17,414 | $182.1K | 0.09% | +65+0.4% | Added |