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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 17,515 | $167.8K | 0.00% | +6,890+64.8% | Added |
| Mutual Advisors, LLC | 19,240 | $170.3K | 0.00% | −510−2.6% | Reduced |
| Armstrong Advisory Group, Inc | 18,505 | $170.4K | 0.01% | 00.0% | Unchanged |
| DDD Partners, LLC | 18,058 | $173.0K | 0.02% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 18,090 | $173.3K | 0.08% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18,111 | $173.5K | 0.01% | +386+2.2% | Added |
| Lifestyle Asset Management, Inc. | 18,667 | $178.8K | 0.10% | +18,667 | New |
| Jump Financial, LLC | 18,744 | $179.6K | 0.00% | −6,197−24.8% | Reduced |
| Sofos Investments, Inc. | 18,760 | $179.7K | 0.04% | +18,760 | New |
| We Are One Seven, LLC | 18,804 | $180.1K | 0.01% | +18,804 | New |
| Stratos Wealth Partners, LTD. | 18,862 | $180.7K | 0.00% | −15,282−44.8% | Reduced |
| Truist Financial Corp | 19,046 | $182.5K | 0.00% | +2,645+16.1% | Added |
| Private Trust Co NA | 19,153 | $183.5K | 0.02% | −25,154−56.8% | Reduced |
| Kingstone Capital Partners Texas, LLC | 19,195 | $184.0K | 0.15% | +887+4.8% | Added |
| NEOS Investment Management LLC | 19,340 | $185.3K | 0.00% | +19,340 | New |
| Nwam LLC | 19,412 | $186.0K | 0.02% | +749+4.0% | Added |
| CIBC Private Wealth Group, LLC | 21,845 | $186.6K | 0.00% | +7,160+48.8% | Added |
| Portside Wealth Group, LLC | 19,551 | $187.3K | 0.03% | +326+1.7% | Added |
| Atria Investments LLC | 19,628 | $188.0K | 0.00% | −10,098−34.0% | Reduced |
| Joel Isaacson & Co., LLC | 19,666 | $188.4K | 0.01% | +3,134+19.0% | Added |
| Leonteq Securities AG | 20,000 | $191.5K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 19,991 | $191.5K | 0.01% | +2,465+14.1% | Added |
| Cura Wealth Advisors, LLC | 20,000 | $191.6K | 0.08% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 21,678 | $191.8K | 0.02% | +21,678 | New |
| Horan Securities, Inc. | 20,156 | $193.1K | 0.07% | +20,156 | New |
| WealthTrust Axiom LLC | 20,200 | $193.5K | 0.06% | +4,000+24.7% | Added |
| Aspen Wealth Strategies, LLC | 20,413 | $195.6K | 0.13% | +20,413 | New |
| Guardian Wealth Advisors, LLC | 20,719 | $198.5K | 0.02% | +20,719 | New |
| Concurrent Investment Advisors, LLC | 20,918 | $200.4K | 0.00% | −8,097−27.9% | Reduced |
| PVG Asset Management Corp | 20,967 | $200.9K | 0.87% | −4,893−18.9% | Reduced |
| Geneos Wealth Management Inc. | 21,031 | $201.5K | 0.01% | +531+2.6% | Added |
| Resources Investment Advisors, LLC. | 21,053 | $201.7K | 0.00% | −284−1.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 21,066 | $201.8K | 0.15% | +21,066 | New |
| Aptus Capital Advisors, LLC | 21,253 | $203.6K | 0.00% | +21,253 | New |
| Compass Financial Group, INC | 21,376 | $204.8K | 0.04% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 21,397 | $205.0K | 0.00% | +3,040+16.6% | Added |
| CIBC Asset Management Inc | 21,819 | $209.0K | 0.00% | +391+1.8% | Added |
| Beacon Pointe Advisors, LLC | 21,967 | $210.4K | 0.00% | +168+0.8% | Added |
| RSM US Wealth Management LLC | 21,903 | $212.4K | 0.00% | −23,087−51.3% | Reduced |
| Longboard Asset Management, LP | 22,288 | $213.5K | 0.63% | +22,288 | New |
| Benjamin Edwards Inc | 22,358 | $214.2K | 0.00% | −2,202−9.0% | Reduced |
| Cantor Fitzgerald, L. P. | 22,600 | $216.5K | 0.01% | −28,000−55.3% | Reduced |
| Icon Wealth Advisors, LLC | 22,890 | $219.3K | 0.02% | +5,400+30.9% | Added |
| AA Financial Advisors, LLC | 23,091 | $221.2K | 0.05% | −1,411−5.8% | Reduced |
| D.A. Davidson & Co. | 23,461 | $224.8K | 0.00% | −56−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,600 | $226.1K | 0.00% | +21,627+1,096.1% | Added |
| HSBC Holdings PLC | 23,849 | $228.5K | 0.00% | +5,590+30.6% | Added |
| Machina Capital S.A.S. | 24,672 | $236.4K | 0.07% | +24,672 | New |
| GWM Advisors LLC | 24,941 | $238.9K | 0.00% | +6,923+38.4% | Added |
| Lazari Capital Management, Inc. | 25,105 | $240.5K | 0.10% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 25,112 | $240.6K | 0.05% | +25,112 | New |
| Atomi Financial Group, Inc. | 25,127 | $240.7K | 0.01% | +1,551+6.6% | Added |
| Ascent Group, LLC | 25,187 | $241.3K | 0.01% | +25,187 | New |
| Bank of Montreal | 25,926 | $248.4K | 0.00% | −18,658−41.8% | Reduced |
| EP Wealth Advisors, LLC | 26,235 | $251.3K | 0.00% | +14,122+116.6% | Added |
| Prime Capital Investment Advisors, LLC | 26,245 | $251.4K | 0.00% | +3,116+13.5% | Added |
| CFO4Life Group, LLC | 26,511 | $254.0K | 0.04% | +1,974+8.0% | Added |
| Summit Trail Advisors, LLC | 26,610 | $258.1K | 0.01% | +12,154+84.1% | Added |
| Nomura Asset Management Co Ltd | 27,100 | $259.6K | 0.00% | +3,500+14.8% | Added |
| Aster Capital Management (DIFC) Ltd | 24,923 | $259.9K | 0.05% | +23,509+1,662.6% | Added |
| Cary Street Partners Financial LLC | 27,313 | $261.7K | 0.01% | +44+0.2% | Added |
| Bullseye Investment Management, LLC | 27,409 | $262.6K | 0.16% | +27,409 | New |
| Y-Intercept (Hong Kong) Ltd | 27,766 | $266.0K | 0.02% | +27,766 | New |
| Sheaff Brock Investment Advisors, LLC | 28,175 | $269.9K | 0.02% | +2,002+7.6% | Added |
| LaSalle St. Investment Advisors, LLC | 28,214 | $270.0K | 0.06% | +28,214 | New |
| Legacy Capital Wealth Partners, LLC | 28,219 | $270.3K | 0.07% | +2,083+8.0% | Added |
| Capital Advisors Inc | 28,661 | $274.6K | 0.01% | −31−0.1% | Reduced |
| Independent Advisor Alliance | 28,914 | $277.0K | 0.01% | +3,384+13.3% | Added |
| Magnetar Financial LLC | 29,984 | $287.2K | 0.00% | +29,984 | New |
| Angel Oak Capital Advisors, LLC | 30,500 | $292.2K | 0.39% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 30,705 | $294.0K | 0.02% | +3,879+14.5% | Added |
| Magnus Financial Group LLC | 30,788 | $294.9K | 0.03% | −97−0.3% | Reduced |
| Boston Private Wealth LLC | 30,967 | $296.7K | 0.01% | +11,675+60.5% | Added |
| Cerity Partners LLC | 30,972 | $297.6K | 0.00% | −1,713−5.2% | Reduced |
| Norden Group LLC | 31,119 | $298.1K | 0.03% | +8,612+38.3% | Added |
| Park Avenue Securities LLC | 32,175 | $308.0K | 0.00% | +3,580+12.5% | Added |
| Infrastructure Capital Advisors, LLC | 32,228 | $308.7K | 0.04% | +6,289+24.2% | Added |
| Paragon Capital Management Ltd | 32,265 | $309.1K | 0.06% | +1,150+3.7% | Added |
| Equitable Holdings, Inc. | 32,794 | $314.2K | 0.00% | +12,517+61.7% | Added |
| Catalyst Funds Management Pty Ltd | 33,100 | $317.1K | 0.08% | +33,100 | New |
| Redwood Investment Management, LLC | 33,184 | $318.0K | 0.03% | +246+0.7% | Added |
| KBC Group NV | 33,398 | $320.0K | 0.00% | +3,081+10.2% | Added |
| Spears Abacus Advisors LLC | 33,500 | $320.9K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33,589 | $321.8K | 0.01% | −8,042−19.3% | Reduced |
| Main Street Financial Solutions, LLC | 33,590 | $321.8K | 0.03% | +33,590 | New |
| Everence Capital Management Inc | 33,700 | $323.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 33,858 | $324.4K | 0.02% | −7,013−17.2% | Reduced |
| Frank, Rimerman Advisors LLC | 34,253 | $328.1K | 0.03% | +17,626+106.0% | Added |
| Castleview Partners, LLC | 34,395 | $329.5K | 0.22% | −834−2.4% | Reduced |
| CWM, LLC | 35,589 | $341.0K | 0.00% | +1,860+5.5% | Added |
| Prospera Financial Services Inc | 35,724 | $342.3K | 0.01% | −6,514−15.4% | Reduced |
| Regions Financial Corp | 36,114 | $346.0K | 0.00% | +114+0.3% | Added |
| Jefferies Financial Group Inc. | 36,816 | $352.7K | 0.01% | −12,617−25.5% | Reduced |
| Diligent Investors, LLC | 37,015 | $354.6K | 0.09% | −1,846−4.8% | Reduced |
| Harbour Investments, Inc. | 37,294 | $357.3K | 0.01% | +3,138+9.2% | Added |
| Entropy Technologies, LP | 37,654 | $360.7K | 0.04% | +37,654 | New |
| Tower Research Capital LLC (TRC) | 38,109 | $362.0K | 0.01% | +25,404+200.0% | Added |
| Maryland State Retirement & Pension System | 39,655 | $379.9K | 0.01% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 40,065 | $383.8K | 0.12% | −18,025−31.0% | Reduced |
| Stephens Inc | 40,351 | $386.6K | 0.01% | −658−1.6% | Reduced |