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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 15,800 | $145.5K | 0.00% | +11,895+304.6% | Added |
| Hudson Valley Investment Advisors Inc | 16,000 | $147.4K | 0.02% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 16,054 | $147.9K | 0.01% | −2,000−11.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,100 | $149.0K | 0.02% | +16,100 | New |
| Quantinno Capital Management LP | 16,199 | $149.2K | 0.00% | +910+6.0% | Added |
| WealthTrust Axiom LLC | 16,200 | $149.2K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 16,401 | $151.1K | 0.00% | −8,842−35.0% | Reduced |
| Joel Isaacson & Co., LLC | 16,532 | $152.3K | 0.01% | +4,408+36.4% | Added |
| Frank, Rimerman Advisors LLC | 16,627 | $153.1K | 0.01% | −29,913−64.3% | Reduced |
| New Wave Wealth Advisors LLC | 16,634 | $153.2K | 0.06% | −673−3.9% | Reduced |
| Callan Family Office, LLC | 16,668 | $153.5K | 0.01% | +16,668 | New |
| 180 Wealth Advisors, LLC | 16,836 | $155.1K | 0.02% | −1,939−10.3% | Reduced |
| Navis Wealth Advisors, LLC | 17,000 | $156.6K | 0.17% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 17,490 | $161.1K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 17,526 | $161.4K | 0.00% | +5,826+49.8% | Added |
| Creative Financial Designs Inc | 17,725 | $163.2K | 0.01% | −1,131−6.0% | Reduced |
| Perigon Wealth Management, LLC | 17,218 | $164.4K | 0.00% | −3,808−18.1% | Reduced |
| GWM Advisors LLC | 18,018 | $165.9K | 0.00% | +10,045+126.0% | Added |
| DDD Partners, LLC | 18,058 | $166.3K | 0.02% | −9,864−35.3% | Reduced |
| Collaborative Wealth Managment Inc. | 18,090 | $166.6K | 0.08% | 00.0% | Unchanged |
| HSBC Holdings PLC | 18,259 | $168.2K | 0.00% | +970+5.6% | Added |
| Kingstone Capital Partners Texas, LLC | 18,308 | $169.0K | 0.14% | +18,308 | New |
| Foundations Investment Advisors, LLC | 18,357 | $169.1K | 0.00% | +968+5.6% | Added |
| Vanguard Capital Wealth Advisors | 18,500 | $170.4K | 0.19% | −10,000−35.1% | Reduced |
| Armstrong Advisory Group, Inc | 18,505 | $170.4K | 0.01% | +1,150+6.6% | Added |
| Nwam LLC | 18,663 | $171.9K | 0.01% | +5,629+43.2% | Added |
| Portside Wealth Group, LLC | 19,225 | $177.1K | 0.03% | −1,337−6.5% | Reduced |
| Boston Private Wealth LLC | 19,292 | $177.7K | 0.00% | +19,292 | New |
| Cura Wealth Advisors, LLC | 20,000 | $184.2K | 0.08% | +20,000 | New |
| Equitable Holdings, Inc. | 20,277 | $186.8K | 0.00% | +129+0.6% | Added |
| Leonteq Securities AG | 20,000 | $187.7K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 19,750 | $188.6K | 0.01% | −1,217−5.8% | Reduced |
| Geneos Wealth Management Inc. | 20,500 | $188.8K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 21,337 | $196.5K | 0.00% | +4,147+24.1% | Added |
| Compass Financial Group, INC | 21,376 | $196.9K | 0.04% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 21,428 | $197.4K | 0.00% | +1,075+5.3% | Added |
| Lido Advisors, LLC | 21,240 | $198.2K | 0.00% | −200,891−90.4% | Reduced |
| Beacon Pointe Advisors, LLC | 21,799 | $200.8K | 0.00% | +4,833+28.5% | Added |
| Norden Group LLC | 22,507 | $207.3K | 0.02% | +5,178+29.9% | Added |
| Private Portfolio Partners LLC | 22,681 | $208.9K | 0.04% | +3,900+20.8% | Added |
| Prime Capital Investment Advisors, LLC | 23,129 | $213.0K | 0.00% | +1,237+5.7% | Added |
| D.A. Davidson & Co. | 23,517 | $216.6K | 0.00% | +1,449+6.6% | Added |
| Atomi Financial Group, Inc. | 23,576 | $217.1K | 0.01% | −3,291−12.2% | Reduced |
| Nomura Asset Management Co Ltd | 23,600 | $217.4K | 0.00% | −19,200−44.9% | Reduced |
| AA Financial Advisors, LLC | 24,502 | $225.7K | 0.06% | +50+0.2% | Added |
| CFO4Life Group, LLC | 24,537 | $226.0K | 0.04% | +9,806+66.6% | Added |
| Benjamin Edwards Inc | 24,560 | $226.3K | 0.00% | −865−3.4% | Reduced |
| Elo Mutual Pension Insurance Co | 24,764 | $228.1K | 0.00% | +24,764 | New |
| Jump Financial, LLC | 24,941 | $229.7K | 0.00% | +7,181+40.4% | Added |
| Lazari Capital Management, Inc. | 25,105 | $231.2K | 0.09% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 25,220 | $232.3K | 0.00% | +25,220 | New |
| Independent Advisor Alliance | 25,530 | $235.1K | 0.00% | +12,404+94.5% | Added |
| PVG Asset Management Corp | 25,860 | $238.2K | 1.13% | −11,691−31.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 25,939 | $238.9K | 0.03% | +4,907+23.3% | Added |
| Legacy Capital Wealth Partners, LLC | 26,136 | $240.7K | 0.06% | −3,221−11.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 26,173 | $241.1K | 0.02% | −71,681−73.3% | Reduced |
| Centaurus Financial, Inc. | 26,826 | $247.0K | 0.02% | −1,569−5.5% | Reduced |
| Cary Street Partners Financial LLC | 27,269 | $251.1K | 0.01% | +27,269 | New |
| Nebula Research & Development LLC | 28,262 | $260.3K | 0.03% | +28,262 | New |
| Park Avenue Securities LLC | 28,595 | $263.0K | 0.00% | +16,651+139.4% | Added |
| Capital Advisors Inc | 28,692 | $264.3K | 0.01% | −520−1.8% | Reduced |
| Concurrent Investment Advisors, LLC | 29,015 | $267.2K | 0.01% | −4,544−13.5% | Reduced |
| Atria Investments LLC | 29,726 | $273.8K | 0.00% | −780−2.6% | Reduced |
| RMB Capital Management, LLC | 30,074 | $277.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 30,317 | $279.0K | 0.00% | +12,234+67.7% | Added |
| Angel Oak Capital Advisors, LLC | 30,500 | $280.9K | 0.37% | +30,500 | New |
| Mercer Global Advisors Inc | 30,842 | $284.1K | 0.00% | −8,613−21.8% | Reduced |
| Magnus Financial Group LLC | 30,885 | $284.4K | 0.03% | +20,206+189.2% | Added |
| Paragon Capital Management Ltd | 31,115 | $286.6K | 0.06% | +398+1.3% | Added |
| QRG Capital Management, Inc. | 31,287 | $288.2K | 0.00% | −1,781−5.4% | Reduced |
| Fox Run Management, L.L.C. | 32,143 | $296.0K | 0.05% | +16,245+102.2% | Added |
| Redwood Investment Management, LLC | 32,938 | $303.0K | 0.03% | +237+0.7% | Added |
| Spears Abacus Advisors LLC | 33,500 | $308.5K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 33,700 | $310.0K | 0.02% | +33,700 | New |
| CWM, LLC | 33,729 | $311.0K | 0.00% | −69,730−67.4% | Reduced |
| Yousif Capital Management, LLC | 33,854 | $311.8K | 0.00% | +1,551+4.8% | Added |
| Cerity Partners LLC | 32,685 | $312.6K | 0.00% | +13,934+74.3% | Added |
| Stratos Wealth Partners, LTD. | 34,144 | $314.5K | 0.00% | +4,175+13.9% | Added |
| Harbour Investments, Inc. | 34,156 | $314.6K | 0.01% | −462−1.3% | Reduced |
| Castleview Partners, LLC | 35,229 | $326.9K | 0.18% | +451+1.3% | Added |
| Regions Financial Corp | 36,000 | $331.6K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 36,736 | $338.3K | 0.01% | +639+1.8% | Added |
| Global Retirement Partners, LLC | 37,426 | $344.7K | 0.01% | −69,853−65.1% | Reduced |
| Inceptionr LLC | 38,710 | $356.5K | 0.08% | +12,922+50.1% | Added |
| Diligent Investors, LLC | 38,861 | $357.9K | 0.08% | −918−2.3% | Reduced |
| Prudential Financial Inc | 37,853 | $362.6K | 0.00% | −212,641−84.9% | Reduced |
| Maryland State Retirement & Pension System | 39,655 | $365.2K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 39,854 | $367.2K | 0.00% | +39,854 | New |
| AE Wealth Management LLC | 39,922 | $367.7K | 0.00% | +17,690+79.6% | Added |
| Left Brain Wealth Management, LLC | 40,575 | $373.7K | 0.14% | +26,875+196.2% | Added |
| Stephens Inc | 41,009 | $377.7K | 0.01% | +2,954+7.8% | Added |
| Foster Victor Wealth Advisors, LLC | 39,701 | $381.5K | 0.03% | 00.0% | Unchanged |
| Amalgamated Bank | 41,477 | $382.0K | 0.00% | +2,531+6.5% | Added |
| Baker Avenue Asset Management, LP | 41,631 | $383.4K | 0.01% | +24,061+136.9% | Added |
| Principal Financial Group Inc | 41,747 | $384.5K | 0.00% | −6,041−12.6% | Reduced |
| Confluence Investment Management LLC | 41,958 | $386.4K | 0.01% | +41,958 | New |
| J. Safra Sarasin Holding AG | 42,000 | $386.8K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 42,445 | $387.9K | 0.02% | −751−1.7% | Reduced |
| AQR Capital Management LLC | 42,203 | $388.7K | 0.00% | +15,316+57.0% | Added |
| Prospera Financial Services Inc | 42,238 | $389.0K | 0.01% | +17,869+73.3% | Added |