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 |
|---|---|---|---|---|---|
| M&T Bank Corp | 42,411 | $390.6K | 0.00% | +19,895+88.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 42,588 | $401.6K | 0.00% | +16,848+65.5% | Added |
| Private Trust Co NA | 44,307 | $408.1K | 0.04% | +4,216+10.5% | Added |
| Xponance, Inc. | 44,339 | $408.4K | 0.00% | +14,638+49.3% | Added |
| Bank of Montreal | 44,584 | $410.6K | 0.00% | −3,738−7.7% | Reduced |
| RSM US Wealth Management LLC | 44,990 | $417.3K | 0.01% | +2,847+6.8% | Added |
| Belpointe Asset Management LLC | 40,871 | $417.3K | 0.03% | −1,775−4.2% | Reduced |
| Clear Street Markets LLC | 45,600 | $420.0K | 0.16% | +21,500+89.2% | Added |
| First Foundation Advisors | 45,946 | $423.2K | 0.02% | −2,881−5.9% | Reduced |
| Fermata Advisors, LLC | 46,124 | $424.8K | 0.08% | +663+1.5% | Added |
| Innova Wealth Partners | 46,319 | $426.6K | 0.27% | +46,319 | New |
| Advisory Services Network, LLC | 46,399 | $427.3K | 0.01% | +1,303+2.9% | Added |
| Triton Wealth Management, PLLC | 45,674 | $428.7K | 0.22% | −99−0.2% | Reduced |
| Sunbelt Securities, Inc. | 46,643 | $431.4K | 0.04% | −9,219−16.5% | Reduced |
| Sterling Capital Management LLC | 48,334 | $445.2K | 0.01% | +20,238+72.0% | Added |
| Sanctuary Advisors, LLC | 44,953 | $453.1K | 0.00% | +5,022+12.6% | Added |
| Pitcairn Co | 49,260 | $453.7K | 0.03% | −305−0.6% | Reduced |
| Jefferies Financial Group Inc. | 49,433 | $455.3K | 0.01% | +8,103+19.6% | Added |
| JustInvest LLC | 49,663 | $457.4K | 0.01% | −4,373−8.1% | Reduced |
| Cantor Fitzgerald, L. P. | 50,600 | $464.0K | 0.02% | +50,600 | New |
| Nicholas Hoffman & Company, LLC. | 50,735 | $467.3K | 0.02% | +36+0.1% | Added |
| Parallel Advisors, LLC | 51,375 | $473.2K | 0.01% | +10,791+26.6% | Added |
| Maridea Wealth Management LLC | 52,472 | $483.3K | 0.16% | +52,472 | New |
| IFG Advisory, LLC | 53,276 | $490.7K | 0.03% | +53,276 | New |
| Howard Financial Services, Ltd. | 53,834 | $495.8K | 0.07% | +35,598+195.2% | Added |
| Sowell Financial Services LLC | 54,628 | $503.1K | 0.03% | +7,634+16.2% | Added |
| Guggenheim Capital LLC | 55,287 | $509.2K | 0.00% | +30,835+126.1% | Added |
| Parisi Gray Wealth Management | 55,677 | $512.8K | 0.16% | +9,677+21.0% | Added |
| DoubleLine ETF Adviser LP | 56,161 | $517.2K | 0.14% | +401+0.7% | Added |
| Steward Partners Investment Advisory, LLC | 56,607 | $521.4K | 0.00% | +18,476+48.5% | Added |
| Arkadios Wealth Advisors | 57,398 | $528.6K | 0.03% | +12,559+28.0% | Added |
| Principal Securities, Inc. | 57,859 | $532.9K | 0.01% | +4,015+7.5% | Added |
| KG&L Capital Management,LLC | 58,090 | $535.0K | 0.17% | −2,850−4.7% | Reduced |
| Captrust Financial Advisors | 58,951 | $542.9K | 0.00% | +6,511+12.4% | Added |
| CI Private Wealth, LLC | 60,393 | $556.3K | 0.00% | −7,016−10.4% | Reduced |
| Aveo Capital Partners, LLC | 60,516 | $557.4K | 0.06% | +281+0.5% | Added |
| Samalin Investment Counsel, LLC | 61,600 | $567.3K | 0.24% | +3,551+6.1% | Added |
| Strategic Financial Concepts, LLC | 63,145 | $581.6K | 0.11% | −3,276−4.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 64,689 | $595.8K | 0.02% | +27,978+76.2% | Added |
| MAI Capital Management | 65,059 | $599.2K | 0.00% | +43,556+202.6% | Added |
| SeaCrest Wealth Management, LLC | 66,785 | $615.1K | 0.06% | +557+0.8% | Added |
| Farringdon Capital, Ltd. | 69,368 | $638.9K | 0.26% | +69,368 | New |
| Kestra Private Wealth Services, LLC | 69,669 | $641.7K | 0.01% | −2,048−2.9% | Reduced |
| AlphaCore Capital LLC | 69,946 | $652.6K | 0.14% | +44,624+176.2% | Added |
| Public Employees Retirement Association of Colorado | 71,525 | $659.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 71,753 | $660.8K | 0.01% | +50,550+238.4% | Added |
| Jane Street Group, LLC | 72,401 | $666.8K | 0.00% | −86,164−54.3% | Reduced |
| Aubrey Capital Management Ltd | 73,500 | $676.6K | 0.26% | +17,032+30.2% | Added |
| Avantax Advisory Services, Inc. | 73,898 | $680.6K | 0.00% | +15,850+27.3% | Added |
| Winebrenner Capital Management LLC | 74,000 | $681.5K | 0.53% | +74,000 | New |
| Savvy Advisors, Inc. | 74,461 | $685.8K | 0.08% | +3,151+4.4% | Added |
| Firethorn Wealth Partners, LLC | 76,995 | $709.1K | 0.35% | −6,265−7.5% | Reduced |
| FMR LLC | 77,807 | $716.6K | 0.00% | −25,749−24.9% | Reduced |
| National Asset Management, Inc. | 77,202 | $720.3K | 0.02% | −50,670−39.6% | Reduced |
| Deutsche Bank AG | 81,021 | $746.2K | 0.00% | +4,019+5.2% | Added |
| Cooper Financial Group | 82,655 | $761.3K | 0.09% | −12,872−13.5% | Reduced |
| New York Life Investment Management LLC | 82,830 | $762.9K | 0.01% | −819−1.0% | Reduced |
| Westend Capital Management, LLC | 85,624 | $788.6K | 0.23% | +39,984+87.6% | Added |
| Guidance Capital, Inc | 81,479 | $788.7K | 0.24% | −6,304−7.2% | Reduced |
| Mariner, LLC | 87,298 | $804.0K | 0.00% | +16,013+22.5% | Added |
| Cannon Global Investment Management, LLC | 87,500 | $805.9K | 1.99% | −62,500−41.7% | Reduced |
| Collar Capital Management, LLC | 87,846 | $809.1K | 0.67% | +87,846 | New |
| Gsa Capital Partners LLP | 88,266 | $813.0K | 0.06% | +6,389+7.8% | Added |
| Triumph Capital Management | 88,602 | $816.0K | 0.28% | +3,468+4.1% | Added |
| Pathstone Holdings, LLC | 88,672 | $824.0K | 0.00% | −121,805−57.9% | Reduced |
| Bayview Asset Management, LLC | 90,000 | $828.9K | 1.08% | +90,000 | New |
| Wedbush Securities Inc | 93,950 | $865.0K | 0.03% | +6,119+7.0% | Added |
| Stableford Capital II LLC | 95,786 | $882.2K | 0.35% | −1,169−1.2% | Reduced |
| Cozad Asset Management Inc | 96,164 | $885.7K | 0.08% | −41,739−30.3% | Reduced |
| Virtu Financial LLC | 97,479 | $898.0K | 0.05% | +97,479 | New |
| Fortitude Advisory Group L.L.C. | 98,144 | $903.9K | 0.54% | +45,815+87.6% | Added |
| Voya Investment Management LLC | 98,921 | $911.1K | 0.00% | +2,948+3.1% | Added |
| Greenland Capital Management LP | 100,000 | $921.0K | 0.18% | −10,000−9.1% | Reduced |
| Toroso Investments, LLC | 100,375 | $924.5K | 0.01% | +4,294+4.5% | Added |
| Waterfront Wealth Inc. | 102,628 | $945.2K | 0.23% | +834+0.8% | Added |
| HighTower Advisors, LLC | 102,955 | $948.2K | 0.00% | +8,597+9.1% | Added |
| Tredje AP-fonden | 103,084 | $949.4K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 103,236 | $951.0K | 0.01% | +103,236 | New |
| Simplex Trading, LLC | 103,398 | $952.0K | 0.03% | +103,398 | New |
| Astoria Portfolio Advisors LLC. | 105,415 | $974.0K | 0.35% | +6,022+6.1% | Added |
| CAPROCK Group, Inc. | 105,212 | $981.6K | 0.03% | −28,254−21.2% | Reduced |
| Rareview Capital LLC | 94,058 | $983.8K | 0.71% | +94,058 | New |
| Fortitude Financial, LLC | 108,373 | $998.1K | 0.56% | +108,373 | New |
| Fieldview Capital Management, LLC | 108,587 | $1.00M | 0.15% | +108,587 | New |
| Wealth Enhancement Advisory Services, LLC | 110,113 | $1.01M | 0.00% | +54,049+96.4% | Added |
| Pictet Asset Management Holding SA | 110,443 | $1.02M | 0.00% | +14,922+15.6% | Added |
| HBK Sorce Advisory LLC | 111,097 | $1.02M | 0.03% | −960−0.9% | Reduced |
| Keybank National Association | 114,680 | $1.06M | 0.00% | +7,276+6.8% | Added |
| International Assets Investment Management, LLC | 118,424 | $1.10M | 0.09% | −953,615−89.0% | Reduced |
| Transce3nd, LLC | 120,230 | $1.11M | 0.38% | +120,230 | New |
| TrueMark Investments, LLC | 120,685 | $1.11M | 0.35% | −64,482−34.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 123,060 | $1.13M | 0.00% | +2,215+1.8% | Added |
| Sigma Planning Corp | 125,045 | $1.15M | 0.04% | +3,276+2.7% | Added |
| Allianz Asset Management GmbH | 127,262 | $1.17M | 0.00% | +102,902+422.4% | Added |
| Federated Hermes, Inc. | 133,946 | $1.23M | 0.00% | −109,230−44.9% | Reduced |
| Freestone Grove Partners LP | 133,987 | $1.23M | 0.02% | +133,987 | New |
| Utah Retirement Systems | 134,875 | $1.24M | 0.01% | +12,800+10.5% | Added |
| AIA Group Ltd | 134,913 | $1.24M | 0.03% | −6,641−4.7% | Reduced |
| Founders Financial Alliance, LLC | 136,611 | $1.26M | 0.35% | −1,577−1.1% | Reduced |
| Wolverine Trading, LLC | 137,534 | $1.27M | 0.03% | +96,871+238.2% | Added |