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 |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 5,051 | $48.4K | 0.00% | −8,463−62.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 5,115 | $49.0K | 0.01% | −996−16.3% | Reduced |
| Jones Financial Companies LLLP | 5,229 | $49.8K | 0.00% | −4,594−46.8% | Reduced |
| Bruce G. Allen Investments, LLC | 5,203 | $49.8K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5,250 | $50.3K | 0.01% | −9,422−64.2% | Reduced |
| Parkside Financial Bank & Trust | 5,593 | $53.6K | 0.01% | +4,904+711.8% | Added |
| Corebridge Financial, Inc. | 5,820 | $55.8K | 0.00% | +166+2.9% | Added |
| Johnson Financial Group, Inc. | 5,812 | $56.4K | 0.00% | +5,517+1,870.2% | Added |
| Ameritas Investment Partners, Inc. | 6,000 | $57.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 6,000 | $57.5K | 0.00% | +6,000 | New |
| IFP Advisors, Inc | 6,479 | $62.1K | 0.00% | +1,261+24.2% | Added |
| Clear Street Markets LLC | 6,900 | $66.1K | 0.05% | −38,700−84.9% | Reduced |
| Front Row Advisors LLC | 7,000 | $67.9K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 7,257 | $69.5K | 0.00% | +3,112+75.1% | Added |
| South State Corp. | 7,290 | $69.8K | 0.00% | +5,890+420.7% | Added |
| Montag A & Associates Inc | 7,329 | $71.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 7,652 | $73.3K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 7,988 | $76.5K | 0.02% | +6,681+511.2% | Added |
| Hazlett, Burt & Watson, Inc. | 8,000 | $77.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 8,283 | $79.4K | 0.00% | +1,497+22.1% | Added |
| NBC Securities, Inc. | 8,788 | $84.0K | 0.01% | +8,768+43,840.0% | Added |
| Diversify Advisory Services, LLC | 10,120 | $91.8K | 0.01% | −1,806−15.1% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 10,000 | $95.8K | 0.02% | 00.0% | Unchanged |
| SLT Holdings LLC | 10,000 | $95.8K | 0.09% | 00.0% | Unchanged |
| Essex LLC | 10,200 | $97.7K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,201 | $97.7K | 0.00% | −29,721−74.4% | Reduced |
| Martin Worley Group | 10,290 | $98.6K | 0.06% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,315 | $98.8K | 0.00% | +10,315 | New |
| Sherbrooke Park Advisers LLC | 10,358 | $99.2K | 0.05% | +10,358 | New |
| Proffitt & Goodson Inc | 10,376 | $99.4K | 0.02% | 00.0% | Unchanged |
| Atom Investors LP | 10,380 | $99.4K | 0.01% | −4,160−28.6% | Reduced |
| Two Sigma Securities, LLC | 10,395 | $99.6K | 0.02% | −145,387−93.3% | Reduced |
| Gilman Hill Asset Management, LLC | 10,500 | $100.6K | 0.02% | 00.0% | Unchanged |
| one8zero8, LLC | 10,500 | $100.6K | 0.02% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 10,583 | $101.4K | 0.01% | +10,583 | New |
| Carnegie Lake Advisors LLC | 10,790 | $103.0K | 0.04% | +10,790 | New |
| Oarsman Capital, Inc. | 10,877 | $104.2K | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,885 | $104.3K | 0.01% | +10,885 | New |
| Permanent Capital Management, LP | 10,800 | $104.8K | 0.03% | +10,800 | New |
| Colony Group, LLC | 10,995 | $105.3K | 0.00% | −28,859−72.4% | Reduced |
| KDT Advisors, LLC | 11,000 | $105.4K | 0.15% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11,142 | $106.7K | 0.04% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 11,200 | $107.3K | 0.05% | +11,200 | New |
| Lido Advisors, LLC | 11,145 | $108.1K | 0.00% | −10,095−47.5% | Reduced |
| Covestor Ltd | 11,369 | $109.0K | 0.07% | +2,203+24.0% | Added |
| King Luther Capital Management Corp | 11,395 | $109.2K | 0.00% | 00.0% | Unchanged |
| Graypoint LLC | 11,745 | $112.5K | 0.01% | −325−2.7% | Reduced |
| Cornerstone Select Advisors, LLC | 11,776 | $112.8K | 0.11% | +11,776 | New |
| BTC Capital Management, Inc. | 12,000 | $115.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12,047 | $115.4K | 0.03% | +430+3.7% | Added |
| EverSource Wealth Advisors, LLC | 12,354 | $118.4K | 0.01% | +2,405+24.2% | Added |
| Sonora Investment Management Group, LLC | 12,396 | $118.8K | 0.01% | −3,658−22.8% | Reduced |
| Valley Brook Capital Group | 12,425 | $119.0K | 0.09% | +12,425 | New |
| Perigon Wealth Management, LLC | 12,449 | $119.3K | 0.00% | −4,769−27.7% | Reduced |
| Baader Bank INC | 15,786 | $119.5K | 0.01% | +15,786 | New |
| WealthPLAN Partners, LLC | 12,485 | $119.6K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 12,488 | $119.6K | 0.00% | +12,488 | New |
| O'Shaughnessy Asset Management, LLC | 12,909 | $123.7K | 0.00% | +12,909 | New |
| Vanguard Capital Wealth Advisors | 13,000 | $124.5K | 0.15% | −5,500−29.7% | Reduced |
| Manchester Financial Inc | 13,191 | $126.4K | 0.03% | +20+0.2% | Added |
| Garden State Investment Advisory Services LLC | 13,320 | $127.6K | 0.04% | +382+3.0% | Added |
| Level Four Advisory Services, LLC | 13,358 | $128.0K | 0.01% | +1,219+10.0% | Added |
| Retirement Income Solutions, Inc | 13,380 | $128.2K | 0.03% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 13,533 | $129.6K | 0.03% | +13,533 | New |
| Avantax Planning Partners, Inc. | 13,605 | $130.3K | 0.00% | −1,526−10.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,611 | $130.4K | 0.03% | +248+1.9% | Added |
| Swiss Life Asset Management Ltd | 13,715 | $131.4K | 0.00% | +2,348+20.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,722 | $131.5K | 0.00% | +13,722 | New |
| Kingswood Wealth Advisors, LLC | 13,807 | $131.8K | 0.01% | +13,807 | New |
| Insigneo Advisory Services, LLC | 13,761 | $131.8K | 0.01% | +1,529+12.5% | Added |
| Change Path, LLC | 13,986 | $134.0K | 0.00% | +1,237+9.7% | Added |
| Talon Private Wealth, LLC | 14,000 | $134.1K | 0.02% | +500+3.7% | Added |
| Traynor Capital Management, Inc. | 14,507 | $139.0K | 0.01% | +14,507 | New |
| Genesis Wealth Advisors, LLC | 14,649 | $140.3K | 0.11% | +654+4.7% | Added |
| TD Private Client Wealth LLC | 14,683 | $140.7K | 0.00% | +4,361+42.2% | Added |
| Brighton Jones LLC | 14,736 | $141.2K | 0.00% | +14,736 | New |
| Brinker Capital Investments, LLC | 14,772 | $141.5K | 0.00% | +3,812+34.8% | Added |
| Orion Portfolio Solutions, LLC | 14,772 | $141.5K | 0.00% | +3,812+34.8% | Added |
| Polymer Capital Management (US) LLC | 14,807 | $141.9K | 0.04% | +14,807 | New |
| Kingsview Wealth Management, LLC | 14,859 | $142.3K | 0.00% | −419−2.7% | Reduced |
| Miracle Mile Advisors, LLC | 14,914 | $142.9K | 0.00% | +646+4.5% | Added |
| Rogco, LP | 15,000 | $143.7K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 15,148 | $145.1K | 0.00% | +969+6.8% | Added |
| Insight Advisors, LLC | 15,164 | $145.3K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 15,200 | $145.6K | 0.00% | +1,922+14.5% | Added |
| JBR Co Financial Management Inc | 15,252 | $146.1K | 0.09% | +15,252 | New |
| HB Wealth Management, LLC | 15,316 | $146.7K | 0.00% | +1,296+9.2% | Added |
| Weaver Consulting Group | 15,361 | $147.2K | 0.04% | +143+0.9% | Added |
| O'Rourke & Company, Inc | 15,371 | $147.3K | 0.07% | +185+1.2% | Added |
| Motiv8 Investments LLC | 15,438 | $147.9K | 0.10% | +940+6.5% | Added |
| MetLife Investment Management | 15,548 | $148.9K | 0.00% | +1,256+8.8% | Added |
| New Wave Wealth Advisors LLC | 15,713 | $150.5K | 0.07% | −921−5.5% | Reduced |
| Selective Wealth Management, Inc. | 18,345 | $153.2K | 0.07% | +18,345 | New |
| Hudson Valley Investment Advisors Inc | 16,000 | $153.3K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,112 | $154.4K | 0.00% | +16,112 | New |
| Vident Advisory, LLC | 16,245 | $155.6K | 0.00% | +711+4.6% | Added |
| DnB Asset Management AS | 16,332 | $156.5K | 0.00% | +16,332 | New |
| BLB&B Advisors, LLC | 16,805 | $161.0K | 0.01% | +4,000+31.2% | Added |
| Navis Wealth Advisors, LLC | 17,000 | $162.9K | 0.16% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 17,139 | $164.2K | 0.03% | +303+1.8% | Added |