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 |
|---|---|---|---|---|---|
| Strategic Financial Concepts, LLC | 66,421 | $694.8K | 0.22% | −578,295−89.7% | Reduced |
| SeaCrest Wealth Management, LLC | 66,228 | $692.7K | 0.07% | +21,960+49.6% | Added |
| Engineers Gate Manager LP | 64,921 | $679.1K | 0.01% | +64,921 | New |
| Cubist Systematic Strategies, LLC | 64,059 | $670.1K | 0.01% | −131,910−67.3% | Reduced |
| All Season Financial Advisors, Inc. | 62,166 | $650.3K | 0.55% | +20,133+47.9% | Added |
| KG&L Capital Management,LLC | 60,940 | $637.4K | 0.21% | −5,320−8.0% | Reduced |
| Aveo Capital Partners, LLC | 60,235 | $630.1K | 0.07% | +14,954+33.0% | Added |
| Samalin Investment Counsel, LLC | 58,049 | $607.2K | 0.26% | +3,972+7.3% | Added |
| Avantax Advisory Services, Inc. | 58,048 | $607.2K | 0.00% | +37,513+182.7% | Added |
| Aubrey Capital Management Ltd | 56,468 | $590.9K | 0.23% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 56,064 | $586.4K | 0.00% | +350+0.6% | Added |
| Sunbelt Securities, Inc. | 55,862 | $584.3K | 0.06% | −7,166−11.4% | Reduced |
| DoubleLine ETF Adviser LP | 55,760 | $583.3K | 0.14% | +55,760 | New |
| JustInvest LLC | 54,036 | $565.2K | 0.01% | +14,427+36.4% | Added |
| Principal Securities, Inc. | 53,844 | $563.2K | 0.01% | +9,429+21.2% | Added |
| IFP Advisors, Inc | 53,348 | $558.0K | 0.02% | +47,157+761.7% | Added |
| Captrust Financial Advisors | 52,440 | $548.5K | 0.00% | +3,014+6.1% | Added |
| Fortitude Advisory Group L.L.C. | 52,329 | $547.4K | 0.35% | −21,074−28.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 50,699 | $530.3K | 0.02% | −1,135−2.2% | Reduced |
| Pitcairn Co | 49,565 | $518.5K | 0.03% | +49,565 | New |
| First Foundation Advisors | 48,827 | $510.7K | 0.02% | +1,631+3.5% | Added |
| Bank of Montreal | 48,322 | $508.8K | 0.00% | +8,354+20.9% | Added |
| Principal Financial Group Inc | 47,788 | $499.9K | 0.00% | −4,526−8.7% | Reduced |
| Sowell Financial Services LLC | 46,994 | $497.0K | 0.02% | +1,272+2.8% | Added |
| Frank, Rimerman Advisors LLC | 46,540 | $486.8K | 0.03% | +760+1.7% | Added |
| Parisi Gray Wealth Management | 46,000 | $481.2K | 0.16% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 45,640 | $477.4K | 0.16% | 00.0% | Unchanged |
| Fermata Advisors, LLC | 45,461 | $475.5K | 0.10% | +4,578+11.2% | Added |
| Triton Wealth Management, PLLC | 45,773 | $471.0K | 0.27% | +103+0.2% | Added |
| Tower Research Capital LLC (TRC) | 45,007 | $470.8K | 0.01% | −12,046−21.1% | Reduced |
| Arkadios Wealth Advisors | 44,839 | $469.0K | 0.03% | +16,426+57.8% | Added |
| Nomura Asset Management Co Ltd | 42,800 | $447.7K | 0.00% | +2,200+5.4% | Added |
| Belpointe Asset Management LLC | 42,646 | $446.1K | 0.03% | +1,099+2.6% | Added |
| J. Safra Sarasin Holding AG | 42,000 | $439.3K | 0.01% | +42,000 | New |
| Wedmont Private Capital | 43,196 | $438.4K | 0.03% | −11,351−20.8% | Reduced |
| RSM US Wealth Management LLC | 42,143 | $437.7K | 0.01% | +1,475+3.6% | Added |
| Jefferies Financial Group Inc. | 41,330 | $432.3K | 0.01% | +41,330 | New |
| Advisory Services Network, LLC | 45,096 | $430.2K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 40,663 | $428.2K | 0.01% | +8,323+25.7% | Added |
| Parallel Advisors, LLC | 40,584 | $424.5K | 0.01% | +12,976+47.0% | Added |
| Private Trust Co NA | 40,091 | $419.4K | 0.04% | +26,418+193.2% | Added |
| IMC-Chicago, LLC | 40,061 | $419.0K | 0.01% | +40,061 | New |
| Diligent Investors, LLC | 39,779 | $416.1K | 0.10% | +78+0.2% | Added |
| Maryland State Retirement & Pension System | 39,655 | $414.8K | 0.01% | −10,595−21.1% | Reduced |
| Foster Victor Wealth Advisors, LLC | 39,701 | $408.9K | 0.03% | −4,913−11.0% | Reduced |
| Sherbrooke Park Advisers LLC | 39,071 | $408.7K | 0.09% | −16,347−29.5% | Reduced |
| Amalgamated Bank | 38,946 | $407.0K | 0.00% | +382+1.0% | Added |
| Mercer Global Advisors Inc | 39,455 | $405.4K | 0.00% | −1,180−2.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 38,131 | $398.8K | 0.00% | −3,874−9.2% | Reduced |
| Stephens Inc | 38,055 | $398.1K | 0.01% | −400−1.0% | Reduced |
| PVG Asset Management Corp | 37,551 | $392.8K | 1.58% | −1,018−2.6% | Reduced |
| Sanctuary Advisors, LLC | 39,931 | $388.9K | 0.00% | +856+2.2% | Added |
| Oak Thistle LLC | 36,751 | $384.4K | 0.12% | +9,936+37.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 36,711 | $384.0K | 0.01% | +15,271+71.2% | Added |
| Dynamic Advisor Solutions LLC | 36,097 | $377.6K | 0.01% | +1,916+5.6% | Added |
| Regions Financial Corp | 36,000 | $376.6K | 0.00% | +36,000 | New |
| Castleview Partners, LLC | 34,778 | $363.8K | 0.21% | −756−2.1% | Reduced |
| Harbour Investments, Inc. | 34,618 | $362.5K | 0.01% | +1,391+4.2% | Added |
| Concurrent Investment Advisors, LLC | 33,559 | $351.0K | 0.01% | +33,559 | New |
| Spears Abacus Advisors LLC | 33,500 | $350.4K | 0.01% | +33,500 | New |
| QRG Capital Management, Inc. | 33,068 | $345.9K | 0.00% | +2,332+7.6% | Added |
| Redwood Investment Management, LLC | 32,701 | $342.0K | 0.03% | +226+0.7% | Added |
| Southland Equity Partners LLC | 32,352 | $338.4K | 0.08% | +110.0% | Added |
| Yousif Capital Management, LLC | 32,303 | $337.9K | 0.00% | +2,216+7.4% | Added |
| Kestra Advisory Services, LLC | 31,981 | $334.5K | 0.00% | −189,576−85.6% | Reduced |
| GTS Securities LLC | 31,044 | $324.7K | 0.01% | +31,044 | New |
| Paragon Capital Management Ltd | 30,717 | $321.3K | 0.06% | +1,071+3.6% | Added |
| Atria Investments LLC | 30,506 | $319.1K | 0.00% | +1,564+5.4% | Added |
| RMB Capital Management, LLC | 30,074 | $314.6K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 29,969 | $313.5K | 0.00% | +19,636+190.0% | Added |
| Xponance, Inc. | 29,701 | $310.7K | 0.00% | +3,074+11.5% | Added |
| Legacy Capital Wealth Partners, LLC | 29,357 | $307.1K | 0.06% | +721+2.5% | Added |
| Capital Advisors Inc | 29,212 | $305.6K | 0.01% | +6,100+26.4% | Added |
| Vanguard Capital Wealth Advisors | 28,500 | $298.1K | 0.31% | +28,500 | New |
| Edgestream Partners, L.P. | 28,401 | $297.1K | 0.01% | +28,401 | New |
| Centaurus Financial, Inc. | 28,395 | $297.0K | 0.02% | −482−1.7% | Reduced |
| Sterling Capital Management LLC | 28,096 | $293.9K | 0.00% | +28,096 | New |
| DDD Partners, LLC | 27,922 | $292.1K | 0.03% | 00.0% | Unchanged |
| AQR Capital Management LLC | 26,887 | $281.2K | 0.00% | +9,754+56.9% | Added |
| Atomi Financial Group, Inc. | 26,867 | $281.0K | 0.02% | +2,499+10.3% | Added |
| Savant Capital, LLC | 26,142 | $273.4K | 0.00% | +8,251+46.1% | Added |
| Inceptionr LLC | 25,788 | $269.7K | 0.07% | −121,619−82.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 25,740 | $269.2K | 0.01% | +25,740 | New |
| AlphaCore Capital LLC | 25,322 | $267.9K | 0.06% | +46+0.2% | Added |
| Benjamin Edwards Inc | 25,425 | $266.0K | 0.00% | +25,425 | New |
| Truist Financial Corp | 25,243 | $264.0K | 0.00% | +5,766+29.6% | Added |
| Lazari Capital Management, Inc. | 25,105 | $262.6K | 0.11% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 25,000 | $261.5K | 0.04% | +15,000+150.0% | Added |
| Guggenheim Capital LLC | 24,452 | $255.8K | 0.00% | +11,125+83.5% | Added |
| AA Financial Advisors, LLC | 24,452 | $255.8K | 0.07% | +24,452 | New |
| Prospera Financial Services Inc | 24,369 | $254.9K | 0.01% | +12,776+110.2% | Added |
| Allianz Asset Management GmbH | 24,360 | $254.8K | 0.00% | +24,360 | New |
| Clear Street Markets LLC | 24,100 | $252.0K | 0.16% | −29,500−55.0% | Reduced |
| M&T Bank Corp | 22,516 | $235.5K | 0.00% | +1,308+6.2% | Added |
| AE Wealth Management LLC | 22,232 | $232.6K | 0.00% | +22,232 | New |
| D.A. Davidson & Co. | 22,068 | $230.8K | 0.00% | +199+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 21,892 | $229.0K | 0.00% | +3,156+16.8% | Added |
| CIBC Private Wealth Group, LLC | 21,556 | $225.5K | 0.00% | −3,124−12.7% | Reduced |
| MAI Capital Management | 21,503 | $224.9K | 0.00% | −3,447−13.8% | Reduced |
| Compass Financial Group, INC | 21,376 | $223.6K | 0.04% | −10.0% | Reduced |