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 |
|---|---|---|---|---|---|
| Winebrenner Capital Management LLC | 74,000 | $681.5K | 0.53% | +74,000 | New |
| Avantax Advisory Services, Inc. | 73,898 | $680.6K | 0.00% | +15,850+27.3% | Added |
| Aubrey Capital Management Ltd | 73,500 | $676.6K | 0.26% | +17,032+30.2% | Added |
| Jane Street Group, LLC | 72,401 | $666.8K | 0.00% | −86,164−54.3% | Reduced |
| Ethic Inc. | 71,753 | $660.8K | 0.01% | +50,550+238.4% | Added |
| Public Employees Retirement Association of Colorado | 71,525 | $659.0K | 0.00% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 69,946 | $652.6K | 0.14% | +44,624+176.2% | Added |
| Kestra Private Wealth Services, LLC | 69,669 | $641.7K | 0.01% | −2,048−2.9% | Reduced |
| Farringdon Capital, Ltd. | 69,368 | $638.9K | 0.26% | +69,368 | New |
| SeaCrest Wealth Management, LLC | 66,785 | $615.1K | 0.06% | +557+0.8% | Added |
| MAI Capital Management | 65,059 | $599.2K | 0.00% | +43,556+202.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 64,689 | $595.8K | 0.02% | +27,978+76.2% | Added |
| Strategic Financial Concepts, LLC | 63,145 | $581.6K | 0.11% | −3,276−4.9% | Reduced |
| Samalin Investment Counsel, LLC | 61,600 | $567.3K | 0.24% | +3,551+6.1% | Added |
| Aveo Capital Partners, LLC | 60,516 | $557.4K | 0.06% | +281+0.5% | Added |
| CI Private Wealth, LLC | 60,393 | $556.3K | 0.00% | −7,016−10.4% | Reduced |
| Captrust Financial Advisors | 58,951 | $542.9K | 0.00% | +6,511+12.4% | Added |
| KG&L Capital Management,LLC | 58,090 | $535.0K | 0.17% | −2,850−4.7% | Reduced |
| Principal Securities, Inc. | 57,859 | $532.9K | 0.01% | +4,015+7.5% | Added |
| Arkadios Wealth Advisors | 57,398 | $528.6K | 0.03% | +12,559+28.0% | Added |
| Steward Partners Investment Advisory, LLC | 56,607 | $521.4K | 0.00% | +18,476+48.5% | Added |
| DoubleLine ETF Adviser LP | 56,161 | $517.2K | 0.14% | +401+0.7% | Added |
| Parisi Gray Wealth Management | 55,677 | $512.8K | 0.16% | +9,677+21.0% | Added |
| Guggenheim Capital LLC | 55,287 | $509.2K | 0.00% | +30,835+126.1% | Added |
| Sowell Financial Services LLC | 54,628 | $503.1K | 0.03% | +7,634+16.2% | Added |
| Howard Financial Services, Ltd. | 53,834 | $495.8K | 0.07% | +35,598+195.2% | Added |
| IFG Advisory, LLC | 53,276 | $490.7K | 0.03% | +53,276 | New |
| Maridea Wealth Management LLC | 52,472 | $483.3K | 0.16% | +52,472 | New |
| Parallel Advisors, LLC | 51,375 | $473.2K | 0.01% | +10,791+26.6% | Added |
| Nicholas Hoffman & Company, LLC. | 50,735 | $467.3K | 0.02% | +36+0.1% | Added |
| Cantor Fitzgerald, L. P. | 50,600 | $464.0K | 0.02% | +50,600 | New |
| JustInvest LLC | 49,663 | $457.4K | 0.01% | −4,373−8.1% | Reduced |
| Jefferies Financial Group Inc. | 49,433 | $455.3K | 0.01% | +8,103+19.6% | Added |
| Pitcairn Co | 49,260 | $453.7K | 0.03% | −305−0.6% | Reduced |
| Sanctuary Advisors, LLC | 44,953 | $453.1K | 0.00% | +5,022+12.6% | Added |
| Sterling Capital Management LLC | 48,334 | $445.2K | 0.01% | +20,238+72.0% | Added |
| Sunbelt Securities, Inc. | 46,643 | $431.4K | 0.04% | −9,219−16.5% | Reduced |
| Triton Wealth Management, PLLC | 45,674 | $428.7K | 0.22% | −99−0.2% | Reduced |
| Advisory Services Network, LLC | 46,399 | $427.3K | 0.01% | +1,303+2.9% | Added |
| Innova Wealth Partners | 46,319 | $426.6K | 0.27% | +46,319 | New |
| Fermata Advisors, LLC | 46,124 | $424.8K | 0.08% | +663+1.5% | Added |
| First Foundation Advisors | 45,946 | $423.2K | 0.02% | −2,881−5.9% | Reduced |
| Clear Street Markets LLC | 45,600 | $420.0K | 0.16% | +21,500+89.2% | Added |
| Belpointe Asset Management LLC | 40,871 | $417.3K | 0.03% | −1,775−4.2% | Reduced |
| RSM US Wealth Management LLC | 44,990 | $417.3K | 0.01% | +2,847+6.8% | Added |
| Bank of Montreal | 44,584 | $410.6K | 0.00% | −3,738−7.7% | Reduced |
| Xponance, Inc. | 44,339 | $408.4K | 0.00% | +14,638+49.3% | Added |
| Private Trust Co NA | 44,307 | $408.1K | 0.04% | +4,216+10.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 42,588 | $401.6K | 0.00% | +16,848+65.5% | Added |
| M&T Bank Corp | 42,411 | $390.6K | 0.00% | +19,895+88.4% | Added |
| Prospera Financial Services Inc | 42,238 | $389.0K | 0.01% | +17,869+73.3% | Added |
| AQR Capital Management LLC | 42,203 | $388.7K | 0.00% | +15,316+57.0% | Added |
| Wedmont Private Capital | 42,445 | $387.9K | 0.02% | −751−1.7% | Reduced |
| J. Safra Sarasin Holding AG | 42,000 | $386.8K | 0.01% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 41,958 | $386.4K | 0.01% | +41,958 | New |
| Principal Financial Group Inc | 41,747 | $384.5K | 0.00% | −6,041−12.6% | Reduced |
| Baker Avenue Asset Management, LP | 41,631 | $383.4K | 0.01% | +24,061+136.9% | Added |
| Amalgamated Bank | 41,477 | $382.0K | 0.00% | +2,531+6.5% | Added |
| Foster Victor Wealth Advisors, LLC | 39,701 | $381.5K | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 41,009 | $377.7K | 0.01% | +2,954+7.8% | Added |
| Left Brain Wealth Management, LLC | 40,575 | $373.7K | 0.14% | +26,875+196.2% | Added |
| AE Wealth Management LLC | 39,922 | $367.7K | 0.00% | +17,690+79.6% | Added |
| Colony Group, LLC | 39,854 | $367.2K | 0.00% | +39,854 | New |
| Maryland State Retirement & Pension System | 39,655 | $365.2K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 37,853 | $362.6K | 0.00% | −212,641−84.9% | Reduced |
| Diligent Investors, LLC | 38,861 | $357.9K | 0.08% | −918−2.3% | Reduced |
| Inceptionr LLC | 38,710 | $356.5K | 0.08% | +12,922+50.1% | Added |
| Global Retirement Partners, LLC | 37,426 | $344.7K | 0.01% | −69,853−65.1% | Reduced |
| Dynamic Advisor Solutions LLC | 36,736 | $338.3K | 0.01% | +639+1.8% | Added |
| Regions Financial Corp | 36,000 | $331.6K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 35,229 | $326.9K | 0.18% | +451+1.3% | Added |
| Harbour Investments, Inc. | 34,156 | $314.6K | 0.01% | −462−1.3% | Reduced |
| Stratos Wealth Partners, LTD. | 34,144 | $314.5K | 0.00% | +4,175+13.9% | Added |
| Cerity Partners LLC | 32,685 | $312.6K | 0.00% | +13,934+74.3% | Added |
| Yousif Capital Management, LLC | 33,854 | $311.8K | 0.00% | +1,551+4.8% | Added |
| CWM, LLC | 33,729 | $311.0K | 0.00% | −69,730−67.4% | Reduced |
| Everence Capital Management Inc | 33,700 | $310.0K | 0.02% | +33,700 | New |
| Spears Abacus Advisors LLC | 33,500 | $308.5K | 0.01% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 32,938 | $303.0K | 0.03% | +237+0.7% | Added |
| Fox Run Management, L.L.C. | 32,143 | $296.0K | 0.05% | +16,245+102.2% | Added |
| QRG Capital Management, Inc. | 31,287 | $288.2K | 0.00% | −1,781−5.4% | Reduced |
| Paragon Capital Management Ltd | 31,115 | $286.6K | 0.06% | +398+1.3% | Added |
| Magnus Financial Group LLC | 30,885 | $284.4K | 0.03% | +20,206+189.2% | Added |
| Mercer Global Advisors Inc | 30,842 | $284.1K | 0.00% | −8,613−21.8% | Reduced |
| Angel Oak Capital Advisors, LLC | 30,500 | $280.9K | 0.37% | +30,500 | New |
| KBC Group NV | 30,317 | $279.0K | 0.00% | +12,234+67.7% | Added |
| RMB Capital Management, LLC | 30,074 | $277.0K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 29,726 | $273.8K | 0.00% | −780−2.6% | Reduced |
| Concurrent Investment Advisors, LLC | 29,015 | $267.2K | 0.01% | −4,544−13.5% | Reduced |
| Capital Advisors Inc | 28,692 | $264.3K | 0.01% | −520−1.8% | Reduced |
| Park Avenue Securities LLC | 28,595 | $263.0K | 0.00% | +16,651+139.4% | Added |
| Nebula Research & Development LLC | 28,262 | $260.3K | 0.03% | +28,262 | New |
| Cary Street Partners Financial LLC | 27,269 | $251.1K | 0.01% | +27,269 | New |
| Centaurus Financial, Inc. | 26,826 | $247.0K | 0.02% | −1,569−5.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 26,173 | $241.1K | 0.02% | −71,681−73.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 26,136 | $240.7K | 0.06% | −3,221−11.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 25,939 | $238.9K | 0.03% | +4,907+23.3% | Added |
| PVG Asset Management Corp | 25,860 | $238.2K | 1.13% | −11,691−31.1% | Reduced |
| Independent Advisor Alliance | 25,530 | $235.1K | 0.00% | +12,404+94.5% | Added |
| Tudor Investment Corp Et Al | 25,220 | $232.3K | 0.00% | +25,220 | New |