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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 17,235 | $182.3K | 0.01% | +5,405+45.7% | Added |
| Icon Wealth Advisors, LLC | 17,490 | $182.9K | 0.02% | +17,490 | New |
| Baker Avenue Asset Management, LP | 17,570 | $183.8K | 0.01% | +40.0% | Added |
| Jump Financial, LLC | 17,760 | $185.8K | 0.00% | +17,760 | New |
| Sonora Investment Management Group, LLC | 18,054 | $188.8K | 0.01% | +2,133+13.4% | Added |
| KBC Group NV | 18,083 | $189.0K | 0.00% | −74−0.4% | Reduced |
| Collaborative Wealth Managment Inc. | 18,090 | $189.2K | 0.09% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 18,236 | $190.8K | 0.03% | −39,078−68.2% | Reduced |
| Avantax Planning Partners, Inc. | 18,269 | $191.1K | 0.01% | +801+4.6% | Added |
| Change Path, LLC | 18,435 | $192.8K | 0.01% | +18,435 | New |
| Cerity Partners LLC | 18,751 | $196.1K | 0.00% | +4,118+28.1% | Added |
| 180 Wealth Advisors, LLC | 18,775 | $196.4K | 0.03% | −3,877−17.1% | Reduced |
| Private Portfolio Partners LLC | 18,781 | $196.4K | 0.04% | +231+1.2% | Added |
| Creative Financial Designs Inc | 18,856 | $197.2K | 0.02% | −7,461−28.4% | Reduced |
| Mutual Advisors, LLC | 20,967 | $208.4K | 0.01% | +18+0.1% | Added |
| Leonteq Securities AG | 20,000 | $209.2K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 21,203 | $209.9K | 0.01% | −11,964−36.1% | Reduced |
| Equitable Holdings, Inc. | 20,148 | $210.7K | 0.00% | +422+2.1% | Added |
| CIBC Asset Management Inc | 20,353 | $212.9K | 0.00% | +641+3.3% | Added |
| Geneos Wealth Management Inc. | 20,500 | $214.4K | 0.01% | −2,100−9.3% | Reduced |
| Portside Wealth Group, LLC | 20,562 | $215.1K | 0.04% | +2,164+11.8% | Added |
| Marshall Wace, LLP | 20,808 | $217.7K | 0.00% | +20,808 | New |
| Perigon Wealth Management, LLC | 21,026 | $219.9K | 0.01% | +1,142+5.7% | Added |
| Infrastructure Capital Advisors, LLC | 21,032 | $220.0K | 0.03% | +21,032 | New |
| Boothbay Fund Management, LLC | 21,375 | $223.6K | 0.01% | −155−0.7% | Reduced |
| Compass Financial Group, INC | 21,376 | $223.6K | 0.04% | −10.0% | Reduced |
| MAI Capital Management | 21,503 | $224.9K | 0.00% | −3,447−13.8% | Reduced |
| CIBC Private Wealth Group, LLC | 21,556 | $225.5K | 0.00% | −3,124−12.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 21,892 | $229.0K | 0.00% | +3,156+16.8% | Added |
| D.A. Davidson & Co. | 22,068 | $230.8K | 0.00% | +199+0.9% | Added |
| AE Wealth Management LLC | 22,232 | $232.6K | 0.00% | +22,232 | New |
| M&T Bank Corp | 22,516 | $235.5K | 0.00% | +1,308+6.2% | Added |
| Clear Street Markets LLC | 24,100 | $252.0K | 0.16% | −29,500−55.0% | Reduced |
| Allianz Asset Management GmbH | 24,360 | $254.8K | 0.00% | +24,360 | New |
| Prospera Financial Services Inc | 24,369 | $254.9K | 0.01% | +12,776+110.2% | Added |
| AA Financial Advisors, LLC | 24,452 | $255.8K | 0.07% | +24,452 | New |
| Guggenheim Capital LLC | 24,452 | $255.8K | 0.00% | +11,125+83.5% | Added |
| Gilman Hill Asset Management, LLC | 25,000 | $261.5K | 0.04% | +15,000+150.0% | Added |
| Lazari Capital Management, Inc. | 25,105 | $262.6K | 0.11% | 00.0% | Unchanged |
| Truist Financial Corp | 25,243 | $264.0K | 0.00% | +5,766+29.6% | Added |
| Benjamin Edwards Inc | 25,425 | $266.0K | 0.00% | +25,425 | New |
| AlphaCore Capital LLC | 25,322 | $267.9K | 0.06% | +46+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,740 | $269.2K | 0.01% | +25,740 | New |
| Inceptionr LLC | 25,788 | $269.7K | 0.07% | −121,619−82.5% | Reduced |
| Savant Capital, LLC | 26,142 | $273.4K | 0.00% | +8,251+46.1% | Added |
| Atomi Financial Group, Inc. | 26,867 | $281.0K | 0.02% | +2,499+10.3% | Added |
| AQR Capital Management LLC | 26,887 | $281.2K | 0.00% | +9,754+56.9% | Added |
| DDD Partners, LLC | 27,922 | $292.1K | 0.03% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 28,096 | $293.9K | 0.00% | +28,096 | New |
| Centaurus Financial, Inc. | 28,395 | $297.0K | 0.02% | −482−1.7% | Reduced |
| Edgestream Partners, L.P. | 28,401 | $297.1K | 0.01% | +28,401 | New |
| Vanguard Capital Wealth Advisors | 28,500 | $298.1K | 0.31% | +28,500 | New |
| Capital Advisors Inc | 29,212 | $305.6K | 0.01% | +6,100+26.4% | Added |
| Legacy Capital Wealth Partners, LLC | 29,357 | $307.1K | 0.06% | +721+2.5% | Added |
| Xponance, Inc. | 29,701 | $310.7K | 0.00% | +3,074+11.5% | Added |
| Stratos Wealth Partners, LTD. | 29,969 | $313.5K | 0.00% | +19,636+190.0% | Added |
| RMB Capital Management, LLC | 30,074 | $314.6K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 30,506 | $319.1K | 0.00% | +1,564+5.4% | Added |
| Paragon Capital Management Ltd | 30,717 | $321.3K | 0.06% | +1,071+3.6% | Added |
| GTS Securities LLC | 31,044 | $324.7K | 0.01% | +31,044 | New |
| Kestra Advisory Services, LLC | 31,981 | $334.5K | 0.00% | −189,576−85.6% | Reduced |
| Yousif Capital Management, LLC | 32,303 | $337.9K | 0.00% | +2,216+7.4% | Added |
| Southland Equity Partners LLC | 32,352 | $338.4K | 0.08% | +110.0% | Added |
| Redwood Investment Management, LLC | 32,701 | $342.0K | 0.03% | +226+0.7% | Added |
| QRG Capital Management, Inc. | 33,068 | $345.9K | 0.00% | +2,332+7.6% | Added |
| Spears Abacus Advisors LLC | 33,500 | $350.4K | 0.01% | +33,500 | New |
| Concurrent Investment Advisors, LLC | 33,559 | $351.0K | 0.01% | +33,559 | New |
| Harbour Investments, Inc. | 34,618 | $362.5K | 0.01% | +1,391+4.2% | Added |
| Castleview Partners, LLC | 34,778 | $363.8K | 0.21% | −756−2.1% | Reduced |
| Regions Financial Corp | 36,000 | $376.6K | 0.00% | +36,000 | New |
| Dynamic Advisor Solutions LLC | 36,097 | $377.6K | 0.01% | +1,916+5.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 36,711 | $384.0K | 0.01% | +15,271+71.2% | Added |
| Oak Thistle LLC | 36,751 | $384.4K | 0.12% | +9,936+37.1% | Added |
| Sanctuary Advisors, LLC | 39,931 | $388.9K | 0.00% | +856+2.2% | Added |
| PVG Asset Management Corp | 37,551 | $392.8K | 1.58% | −1,018−2.6% | Reduced |
| Stephens Inc | 38,055 | $398.1K | 0.01% | −400−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 38,131 | $398.8K | 0.00% | −3,874−9.2% | Reduced |
| Mercer Global Advisors Inc | 39,455 | $405.4K | 0.00% | −1,180−2.9% | Reduced |
| Amalgamated Bank | 38,946 | $407.0K | 0.00% | +382+1.0% | Added |
| Sherbrooke Park Advisers LLC | 39,071 | $408.7K | 0.09% | −16,347−29.5% | Reduced |
| Foster Victor Wealth Advisors, LLC | 39,701 | $408.9K | 0.03% | −4,913−11.0% | Reduced |
| Maryland State Retirement & Pension System | 39,655 | $414.8K | 0.01% | −10,595−21.1% | Reduced |
| Diligent Investors, LLC | 39,779 | $416.1K | 0.10% | +78+0.2% | Added |
| IMC-Chicago, LLC | 40,061 | $419.0K | 0.01% | +40,061 | New |
| Private Trust Co NA | 40,091 | $419.4K | 0.04% | +26,418+193.2% | Added |
| Parallel Advisors, LLC | 40,584 | $424.5K | 0.01% | +12,976+47.0% | Added |
| Wolverine Trading, LLC | 40,663 | $428.2K | 0.01% | +8,323+25.7% | Added |
| Advisory Services Network, LLC | 45,096 | $430.2K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 41,330 | $432.3K | 0.01% | +41,330 | New |
| RSM US Wealth Management LLC | 42,143 | $437.7K | 0.01% | +1,475+3.6% | Added |
| Wedmont Private Capital | 43,196 | $438.4K | 0.03% | −11,351−20.8% | Reduced |
| J. Safra Sarasin Holding AG | 42,000 | $439.3K | 0.01% | +42,000 | New |
| Belpointe Asset Management LLC | 42,646 | $446.1K | 0.03% | +1,099+2.6% | Added |
| Nomura Asset Management Co Ltd | 42,800 | $447.7K | 0.00% | +2,200+5.4% | Added |
| Arkadios Wealth Advisors | 44,839 | $469.0K | 0.03% | +16,426+57.8% | Added |
| Tower Research Capital LLC (TRC) | 45,007 | $470.8K | 0.01% | −12,046−21.1% | Reduced |
| Triton Wealth Management, PLLC | 45,773 | $471.0K | 0.27% | +103+0.2% | Added |
| Fermata Advisors, LLC | 45,461 | $475.5K | 0.10% | +4,578+11.2% | Added |
| Westend Capital Management, LLC | 45,640 | $477.4K | 0.16% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 46,000 | $481.2K | 0.16% | 00.0% | Unchanged |