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, Q4 2024
Institutional positions in AGNC Investment Corp. as of Dec 31, 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
- 550
- +35 vs. Q3 2024
- Shares held
- 350.9M
- +13.8M (+4.1%) vs. Q3 2024
- Total value
- $3.23B
- −$278.2M (−7.9%) vs. Q3 2024
- New holders
- 103
- 232 more added
- Sold out
- 68
- 138 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 100 | $0 | 0.00% | −986−90.8% | Reduced |
| Hemington Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 3 | $28 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $139 | 0.00% | +15 | New |
| Quent Capital, LLC | 17 | $157 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $191 | 0.02% | −8,799−99.8% | Reduced |
| Proequities, Inc. | 27 | $262 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $433 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 48 | $443 | 0.00% | −44−47.8% | Reduced |
| HHM Wealth Advisors, LLC | 51 | $467 | 0.00% | +1+2.0% | Added |
| Mountain Hill Investment Partners Corp. | 60 | $555 | 0.00% | +60 | New |
| Ameriflex Group, Inc. | 60 | $598 | 0.00% | +60 | New |
| Fortis Group Advisors, LLC | 85 | $783 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 89 | $820 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 101 | $933 | 0.00% | +101 | New |
| Truvestments Capital LLC | 106 | $978 | 0.00% | +106 | New |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 132 | $1.00K | 0.00% | +4+3.1% | Added |
| Quest 10 Wealth Builders, Inc. | 133 | $1.22K | 0.00% | +133 | New |
| Cassady Schiller Wealth Management, LLC | 133 | $1.23K | 0.00% | +133 | New |
| Bellwether Advisors, LLC | 162 | $1.49K | 0.00% | +162 | New |
| Clearstead Advisors, LLC | 200 | $1.84K | 0.00% | −82−29.1% | Reduced |
| Richard W. Paul & Associates, LLC | 200 | $1.84K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 202 | $1.86K | 0.00% | +202 | New |
| Umb Bank N A | 205 | $1.89K | 0.00% | +205 | New |
| Cornerstone Planning Group LLC | 195 | $1.91K | 0.00% | +95+95.0% | Added |
| Venturi Wealth Management, LLC | 228 | $2.10K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 229 | $2.11K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 230 | $2.12K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 241 | $2.22K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 272 | $2.50K | 0.00% | +5+1.9% | Added |
| Assetmark, Inc | 287 | $2.64K | 0.00% | +266+1,266.7% | Added |
| Danske Bank A/S | 300 | $2.76K | 0.00% | −158,254−99.8% | Reduced |
| Wingate Wealth Advisors, Inc. | 300 | $2.76K | 0.00% | +300 | New |
| Van Hulzen Asset Management, LLC | 300 | $2.77K | 0.00% | +300 | New |
| Mather Group, LLC. | 313 | $2.88K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 295 | $2.98K | 0.00% | −721−71.0% | Reduced |
| Trust Co of Vermont | 329 | $3.03K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 389 | $3.58K | 0.00% | +389 | New |
| Maia Wealth LLC | 400 | $3.68K | 0.00% | +400 | New |
| Lindbrook Capital, LLC | 444 | $4.09K | 0.00% | −2,412−84.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 445 | $4.10K | 0.00% | +445 | New |
| SRS Capital Advisors, Inc. | 453 | $4.17K | 0.00% | −13−2.8% | Reduced |
| American National Bank | 458 | $4.22K | 0.00% | +458 | New |
| Deseret Mutual Benefit Administrators | 523 | $4.82K | 0.00% | −868−62.4% | Reduced |
| Godsey & Gibb Associates | 540 | $4.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 614 | $5.00K | 0.00% | +20+3.4% | Added |
| Massmutual Trust Co FSB | 545 | $5.02K | 0.00% | +36+7.1% | Added |
| Gen-Wealth Partners Inc | 595 | $5.48K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $5.53K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 608 | $5.59K | 0.00% | +22+3.8% | Added |
| Parkside Financial Bank & Trust | 689 | $6.35K | 0.00% | +231+50.4% | Added |
| Decker Retirement Planning Inc. | 699 | $6.44K | 0.00% | +699 | New |
| Atlantic Edge Private Wealth Management, LLC | 700 | $6.45K | 0.00% | +200+40.0% | Added |
| Fedenia Advisers LLC | 700 | $6.45K | 0.00% | +700 | New |
| Larson Financial Group LLC | 772 | $7.11K | 0.00% | +177+29.7% | Added |
| TD Waterhouse Canada Inc. | 842 | $7.75K | 0.00% | +842 | New |
| Bogart Wealth, LLC | 850 | $7.83K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 904 | $8.33K | 0.02% | −240−21.0% | Reduced |
| Bell Investment Advisors, Inc | 953 | $8.78K | 0.00% | +547+134.7% | Added |
| Peoples Bank | 1,000 | $9.21K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,027 | $9.46K | 0.00% | −1,977−65.8% | Reduced |
| Darwin Advisors, LLC | 1,029 | $9.48K | 0.00% | +36+3.6% | Added |
| Caitlin John, LLC | 1,120 | $10.3K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,209 | $11.1K | 0.01% | +1,209 | New |
| Tortoise Investment Management, LLC | 1,257 | $11.6K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,273 | $11.7K | 0.00% | +102+8.7% | Added |
| Skopos Labs, Inc. | 1,307 | $12.0K | 0.00% | +2+0.2% | Added |
| Broadwater Capital Management LLC | 1,320 | $12.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,352 | $12.5K | 0.00% | +1,162+611.6% | Added |
| South State Corp. | 1,400 | $12.9K | 0.00% | +1,400 | New |
| Aster Capital Management (DIFC) Ltd | 1,414 | $13.0K | 0.00% | +1,414 | New |
| Financial Connections Group, Inc. | 1,520 | $14.0K | 0.01% | +55+3.8% | Added |
| Harbor Investment Advisory, LLC | 1,563 | $14.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,660 | $15.3K | 0.00% | +410+32.8% | Added |
| Activest Wealth Management | 1,701 | $15.7K | 0.00% | +1+0.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $15.9K | 0.01% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 12,470 | $16.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,933 | $17.8K | 0.00% | +12+0.6% | Added |
| GAMMA Investing LLC | 1,960 | $18.1K | 0.00% | +613+45.5% | Added |
| Federation des caisses Desjardins du Quebec | 1,973 | $18.2K | 0.00% | +173+9.6% | Added |
| Raleigh Capital Management Inc. | 2,000 | $18.4K | 0.01% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 2,000 | $18.4K | 0.02% | +2,000 | New |
| Financial Perspectives, Inc | 2,020 | $18.6K | 0.01% | +2,020 | New |
| Painted Porch Advisors LLC | 2,021 | $18.6K | 0.01% | +1,821+910.5% | Added |
| MeadowBrook Investment Advisors LLC | 860 | $21.2K | 0.02% | −523−37.8% | Reduced |
| PSI Advisors, LLC | 2,400 | $22.1K | 0.01% | +300+14.3% | Added |
| Riverview Trust Co | 2,425 | $22.3K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,392 | $22.6K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 2,500 | $23.0K | 0.01% | +2,500 | New |
| TCTC Holdings, LLC | 2,712 | $25.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 2,800 | $25.8K | 0.01% | +2,800 | New |
| Farther Finance Advisors, LLC | 2,833 | $26.1K | 0.00% | −124−4.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,000 | $27.6K | 0.02% | +3,000 | New |
| Financial Life Planners | 3,089 | $28.4K | 0.02% | +3,089 | New |
| GeoWealth Management, LLC | 3,113 | $28.7K | 0.00% | −1,558−33.4% | Reduced |
| Salem Investment Counselors Inc | 3,154 | $29.4K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,458 | $31.8K | 0.00% | +1,832+112.7% | Added |
| Cape Investment Advisory, Inc. | 3,474 | $32.0K | 0.01% | +28+0.8% | Added |
| Smartleaf Asset Management LLC | 3,555 | $32.9K | 0.00% | +795+28.8% | Added |