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 |
|---|---|---|---|---|---|
| Huntington National Bank | 3,602 | $33.2K | 0.00% | −3,103−46.3% | Reduced |
| LRI Investments, LLC | 3,927 | $36.2K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,969 | $36.7K | 0.01% | −803−16.8% | Reduced |
| Nova Wealth Management, Inc. | 4,053 | $37.3K | 0.03% | +4,053 | New |
| Spire Wealth Management | 4,059 | $37.4K | 0.00% | +1,972+94.5% | Added |
| Northwestern Mutual Wealth Management Co | 4,145 | $38.2K | 0.00% | +2,566+162.5% | Added |
| Ci Investments Inc. | 4,691 | $43.0K | 0.00% | +2,074+79.3% | Added |
| CoreCap Advisors, LLC | 4,765 | $43.9K | 0.00% | +1,229+34.8% | Added |
| Strategic Investment Solutions, Inc. | 5,000 | $46.0K | 0.02% | +3,000+150.0% | Added |
| Hexagon Capital Partners LLC | 5,050 | $46.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5,203 | $47.9K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,218 | $48.1K | 0.00% | −48,130−90.2% | Reduced |
| Corebridge Financial, Inc. | 5,654 | $52.1K | 0.00% | +158+2.9% | Added |
| Mainstream Capital Management LLC | 5,810 | $53.5K | 0.04% | −6,237−51.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,000 | $55.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6,111 | $56.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,786 | $62.5K | 0.00% | −4,776−41.3% | Reduced |
| Front Row Advisors LLC | 7,000 | $65.3K | 0.02% | +3,000+75.0% | Added |
| Montag A & Associates Inc | 7,329 | $68.4K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 7,578 | $69.8K | 0.02% | −1,661,916−99.5% | Reduced |
| McIlrath & Eck, LLC | 7,652 | $70.5K | 0.01% | +6,426+524.1% | Added |
| Hazlett, Burt & Watson, Inc. | 8,000 | $74.0K | 0.03% | +8,000 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,853 | $81.5K | 0.00% | +7,130+413.8% | Added |
| Covestor Ltd | 9,166 | $84.0K | 0.05% | +1,489+19.4% | Added |
| Rothschild Investment LLC | 9,200 | $84.7K | 0.01% | −10−0.1% | Reduced |
| Brown Brothers Harriman & Co | 9,496 | $87.5K | 0.00% | +9,496 | New |
| Jones Financial Companies LLLP | 9,823 | $90.5K | 0.00% | +2,326+31.0% | Added |
| EverSource Wealth Advisors, LLC | 9,949 | $91.6K | 0.01% | +1,776+21.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 10,000 | $92.1K | 0.02% | 00.0% | Unchanged |
| SLT Holdings LLC | 10,000 | $92.1K | 0.09% | +10,000 | New |
| E&G Advisors, LP | 10,055 | $92.6K | 0.03% | −1,800−15.2% | Reduced |
| Vise Technologies, Inc. | 10,099 | $93.0K | 0.01% | +10,099 | New |
| Essex LLC | 10,200 | $93.9K | 0.02% | 00.0% | Unchanged |
| Martin Worley Group | 10,290 | $94.8K | 0.06% | +10,290 | New |
| TD Private Client Wealth LLC | 10,322 | $95.1K | 0.00% | +970+10.4% | Added |
| Proffitt & Goodson Inc | 10,376 | $95.6K | 0.02% | +680+7.0% | Added |
| Gilman Hill Asset Management, LLC | 10,500 | $96.7K | 0.02% | −14,500−58.0% | Reduced |
| one8zero8, LLC | 10,500 | $96.7K | 0.02% | +10,500 | New |
| The PNC Financial Services Group, Inc. | 10,625 | $97.9K | 0.00% | −4,021−27.5% | Reduced |
| Financial Gravity Companies, Inc. | 10,741 | $98.9K | 0.02% | +10,741 | New |
| Oarsman Capital, Inc. | 10,877 | $100.2K | 0.02% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 10,958 | $100.9K | 0.00% | +681+6.6% | Added |
| Brinker Capital Investments, LLC | 10,960 | $100.9K | 0.00% | −1,437−11.6% | Reduced |
| Orion Portfolio Solutions, LLC | 10,960 | $100.9K | 0.00% | −1,437−11.6% | Reduced |
| KDT Advisors, LLC | 11,000 | $101.3K | 0.15% | +11,000 | New |
| New Century Financial Group, LLC | 10,768 | $101.7K | 0.04% | +134+1.3% | Added |
| Anfield Capital Management, LLC | 11,142 | $102.6K | 0.04% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 11,220 | $103.3K | 0.01% | +11,220 | New |
| Swiss Life Asset Management Ltd | 11,367 | $104.5K | 0.00% | +11,367 | New |
| King Luther Capital Management Corp | 11,395 | $104.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 11,617 | $107.0K | 0.03% | +5,210+81.3% | Added |
| Alpine Global Management, LLC | 11,664 | $107.4K | 0.03% | +11,664 | New |
| Bridgefront Capital, LLC | 11,749 | $108.2K | 0.04% | +11,749 | New |
| Diversify Advisory Services, LLC | 11,926 | $109.0K | 0.01% | +11,926 | New |
| Mills Wealth Advisors LLC | 11,847 | $109.1K | 0.06% | +11,847 | New |
| BTC Capital Management, Inc. | 12,000 | $110.5K | 0.01% | 00.0% | Unchanged |
| Graypoint LLC | 12,070 | $111.2K | 0.01% | +12,070 | New |
| Snowden Capital Advisors LLC | 11,956 | $111.5K | 0.00% | −1,429−10.7% | Reduced |
| EP Wealth Advisors, LLC | 12,113 | $111.6K | 0.00% | +12,113 | New |
| Level Four Advisory Services, LLC | 12,139 | $111.8K | 0.00% | −492−3.9% | Reduced |
| Insigneo Advisory Services, LLC | 12,232 | $112.7K | 0.01% | −952−7.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 12,303 | $113.3K | 0.01% | +12,303 | New |
| BluePath Capital Management, LLC | 12,500 | $114.0K | 0.06% | +12,500 | New |
| Intech Investment Management LLC | 12,416 | $114.4K | 0.00% | +12,416 | New |
| WealthPLAN Partners, LLC | 12,485 | $115.0K | 0.02% | +700+5.9% | Added |
| Camelot Portfolios, LLC | 12,506 | $115.2K | 0.12% | −249−2.0% | Reduced |
| Tower Research Capital LLC (TRC) | 12,705 | $117.0K | 0.00% | −32,302−71.8% | Reduced |
| Change Path, LLC | 12,749 | $117.4K | 0.00% | −5,686−30.8% | Reduced |
| BLB&B Advisors, LLC | 12,805 | $117.9K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 12,938 | $119.2K | 0.04% | +291+2.3% | Added |
| Hilton Capital Management, LLC | 13,000 | $119.7K | 0.01% | 00.0% | Unchanged |
| Manchester Financial Inc | 13,171 | $121.3K | 0.03% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 13,200 | $121.6K | 0.06% | −1,950−12.9% | Reduced |
| Warren Averett Asset Management, LLC | 13,278 | $122.3K | 0.00% | +3,027+29.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,363 | $123.1K | 0.03% | −772−5.5% | Reduced |
| Retirement Income Solutions, Inc | 13,380 | $123.2K | 0.02% | +2,873+27.3% | Added |
| Talon Private Wealth, LLC | 13,500 | $124.3K | 0.03% | +13,500 | New |
| New Age Alpha Advisors, LLC | 13,514 | $124.5K | 0.01% | +13,514 | New |
| Genesis Wealth Advisors, LLC | 13,995 | $128.9K | 0.11% | +13,995 | New |
| HB Wealth Management, LLC | 14,020 | $129.1K | 0.00% | +14,020 | New |
| Ieq Capital, LLC | 14,179 | $130.6K | 0.00% | +2,316+19.5% | Added |
| Miracle Mile Advisors, LLC | 14,268 | $131.4K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 14,292 | $131.6K | 0.00% | +1,359+10.5% | Added |
| Buckingham Strategic Partners | 14,360 | $132.3K | 0.00% | +14,360 | New |
| AlphaStar Capital Management, LLC | 14,395 | $132.6K | 0.01% | +14,395 | New |
| Motiv8 Investments LLC | 14,498 | $133.5K | 0.09% | +4,180+40.5% | Added |
| Atom Investors LP | 14,540 | $133.9K | 0.02% | +14,540 | New |
| Summit Trail Advisors, LLC | 14,456 | $134.9K | 0.00% | +4,315+42.6% | Added |
| Newbridge Financial Services Group, Inc. | 14,672 | $135.1K | 0.03% | −1,966−11.8% | Reduced |
| Integrated Wealth Concepts LLC | 14,694 | $135.3K | 0.00% | +14,694 | New |
| CIBC Private Wealth Group, LLC | 14,685 | $136.4K | 0.00% | −6,871−31.9% | Reduced |
| Rogco, LP | 15,000 | $138.2K | 0.06% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 15,014 | $138.3K | 0.00% | +15,014 | New |
| Avantax Planning Partners, Inc. | 15,131 | $139.4K | 0.01% | −3,138−17.2% | Reduced |
| O'Rourke & Company, Inc | 15,186 | $139.9K | 0.07% | −2,228−12.8% | Reduced |
| Weaver Consulting Group | 15,218 | $140.2K | 0.04% | +4,721+45.0% | Added |
| Insight Advisors, LLC | 15,164 | $140.3K | 0.02% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 15,278 | $140.7K | 0.00% | −1,875−10.9% | Reduced |
| Vident Advisory, LLC | 15,534 | $143.1K | 0.00% | +15,534 | New |
| Brookstone Capital Management | 15,583 | $143.5K | 0.00% | +4,994+47.2% | Added |