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, Q1 2025
Institutional positions in AGNC Investment Corp. as of Mar 31, 2025. 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
- 565
- +24 vs. Q4 2024
- Shares held
- 401.6M
- +55.1M (+15.9%) vs. Q4 2024
- Total value
- $3.85B
- +$653.6M (+20.5%) vs. Q4 2024
- New holders
- 95
- 260 more added
- Sold out
- 71
- 122 more reduced
9 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 150 | $0 | 0.00% | +50+50.0% | Added |
| Hemington Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $20 | 0.00% | +2 | New |
| Center for Financial Planning, Inc. | 3 | $29 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $144 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 17 | $163 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $249 | 0.00% | +28 | New |
| MV Capital Management, Inc. | 44 | $422 | 0.00% | −4−8.3% | Reduced |
| Raffa Wealth Management, LLC | 47 | $450 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 50 | $479 | 0.00% | +50 | New |
| HHM Wealth Advisors, LLC | 53 | $503 | 0.00% | +2+3.9% | Added |
| Ameriflex Group, Inc. | 60 | $575 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 63 | $599 | 0.00% | +3+5.0% | Added |
| Cromwell Holdings LLC | 62 | $601 | 0.00% | +62 | New |
| Abound Financial, LLC | 74 | $709 | 0.00% | +74 | New |
| Fortis Group Advisors, LLC | 85 | $814 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $958 | 0.00% | +100 | New |
| Roble, Belko & Company, Inc | 137 | $1.00K | 0.00% | +5+3.8% | Added |
| Rialto Wealth Management, LLC | 119 | $1.14K | 0.00% | +119 | New |
| Quest 10 Wealth Builders, Inc. | 132 | $1.26K | 0.00% | −1−0.8% | Reduced |
| SRS Capital Advisors, Inc. | 143 | $1.37K | 0.00% | −310−68.4% | Reduced |
| Key Financial Inc | 161 | $1.54K | 0.00% | +72+80.9% | Added |
| Bellwether Advisors, LLC | 162 | $1.55K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 200 | $1.92K | 0.00% | −1,821−90.1% | Reduced |
| Ogorek Anthony Joseph | 239 | $2.00K | 0.00% | +239 | New |
| Fortitude Family Office, LLC | 229 | $2.19K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 230 | $2.20K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 236 | $2.27K | 0.00% | +36+18.0% | Added |
| GHP Investment Advisors, Inc. | 241 | $2.31K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 250 | $2.40K | 0.00% | −449−64.2% | Reduced |
| Archer Investment Corp | 277 | $2.65K | 0.00% | +5+1.8% | Added |
| Danske Bank A/S | 300 | $2.87K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 323 | $3.09K | 0.00% | −285−46.9% | Reduced |
| Trust Co of Vermont | 329 | $3.15K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 500 | $4.38K | 0.00% | +500 | New |
| Atlantic Trust, LLC | 506 | $4.85K | 0.00% | +506 | New |
| Avion Wealth | 614 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 556 | $5.00K | 0.00% | +556 | New |
| Deseret Mutual Benefit Administrators | 523 | $5.01K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 540 | $5.17K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 579 | $5.55K | 0.00% | +579 | New |
| Assetmark, Inc | 587 | $5.62K | 0.00% | +300+104.5% | Added |
| Gen-Wealth Partners Inc | 595 | $5.70K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $5.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 697 | $6.00K | 0.00% | +502+257.4% | Added |
| Massmutual Trust Co FSB | 655 | $6.28K | 0.00% | +110+20.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 900 | $8.62K | 0.00% | +200+28.6% | Added |
| Financial Network Wealth Advisors LLC | 904 | $8.66K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 938 | $8.99K | 0.00% | +494+111.3% | Added |
| Crewe Advisors LLC | 987 | $9.46K | 0.00% | −286−22.5% | Reduced |
| Darwin Advisors, LLC | 1,029 | $9.48K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 1,000 | $9.58K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $9.58K | 0.00% | +1,000 | New |
| Bell Investment Advisors, Inc | 1,002 | $9.60K | 0.00% | +49+5.1% | Added |
| AdvisorNet Financial, Inc | 1,022 | $9.79K | 0.00% | −5−0.5% | Reduced |
| Aventura Private Wealth, LLC | 1,209 | $11.6K | 0.01% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 1,190 | $11.8K | 0.01% | +1,190 | New |
| Tortoise Investment Management, LLC | 1,257 | $12.0K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,320 | $12.6K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,563 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 1,576 | $15.0K | 0.01% | +56+3.7% | Added |
| Sound Income Strategies, LLC | 1,675 | $16.0K | 0.00% | +15+0.9% | Added |
| Activest Wealth Management | 1,701 | $16.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $16.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,742 | $16.7K | 0.00% | +390+28.8% | Added |
| First Pacific Financial | 1,789 | $17.1K | 0.00% | +1,789 | New |
| TD Waterhouse Canada Inc. | 1,972 | $18.7K | 0.00% | +1,130+134.2% | Added |
| Innovative Advisory Group, LLC | 2,000 | $19.2K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,020 | $19.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,050 | $19.6K | 0.00% | +1,200+141.2% | Added |
| National Bank of Canada | 2,100 | $20.1K | 0.00% | −1,358−39.3% | Reduced |
| Twin Tree Management, LP | 2,112 | $20.2K | 0.00% | +2,112 | New |
| Quadrant Capital Group LLC | 2,143 | $20.5K | 0.00% | +210+10.9% | Added |
| Farther Finance Advisors, LLC | 2,244 | $21.3K | 0.00% | −589−20.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,392 | $22.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 2,425 | $23.2K | 0.02% | 00.0% | Unchanged |
| SWAN Capital LLC | 2,500 | $23.9K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,712 | $26.0K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,030 | $26.0K | 0.02% | +170+19.8% | Added |
| Fourth Dimension Wealth, LLC | 2,800 | $26.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,896 | $27.7K | 0.00% | +936+47.8% | Added |
| N.E.W. Advisory Services LLC | 2,900 | $27.8K | 0.00% | +2,900 | New |
| Cary Street Partner Investment Advisory LLC | 3,050 | $29.2K | 0.02% | +50+1.7% | Added |
| Smartleaf Asset Management LLC | 3,108 | $29.6K | 0.00% | −447−12.6% | Reduced |
| Larson Financial Group LLC | 3,291 | $31.5K | 0.00% | +2,519+326.3% | Added |
| PSI Advisors, LLC | 3,400 | $32.6K | 0.01% | +1,000+41.7% | Added |
| Cape Investment Advisory, Inc. | 3,474 | $33.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,435 | $33.3K | 0.00% | +281+8.9% | Added |
| Quest Partners LLC | 3,501 | $33.5K | 0.00% | +3,501 | New |
| VSM Wealth Advisory, LLC | 3,617 | $34.7K | 0.01% | +3,617 | New |
| Huntington National Bank | 3,719 | $35.6K | 0.00% | +117+3.2% | Added |
| LRI Investments, LLC | 3,927 | $37.6K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4,278 | $37.9K | 0.02% | +4,278 | New |
| Spire Wealth Management | 4,059 | $38.9K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,444 | $42.6K | 0.00% | +4,444 | New |
| Ci Investments Inc. | 4,536 | $43.0K | 0.00% | −155−3.3% | Reduced |
| CoreCap Advisors, LLC | 4,669 | $44.7K | 0.00% | −96−2.0% | Reduced |
| Nova Wealth Management, Inc. | 4,671 | $44.7K | 0.04% | +618+15.2% | Added |
| Rothschild Investment LLC | 5,000 | $47.9K | 0.00% | −4,200−45.7% | Reduced |
| Hexagon Capital Partners LLC | 5,050 | $48.4K | 0.01% | 00.0% | Unchanged |