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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 40,538 | $388.4K | 0.00% | +25,524+170.0% | Added |
| Sunbelt Securities, Inc. | 40,785 | $390.7K | 0.03% | −5,858−12.6% | Reduced |
| J. Safra Sarasin Holding AG | 42,000 | $402.4K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 42,048 | $402.8K | 0.00% | +8,194+24.2% | Added |
| Principal Financial Group Inc | 42,310 | $405.3K | 0.00% | +563+1.3% | Added |
| Mercer Global Advisors Inc | 42,520 | $407.3K | 0.00% | +11,678+37.9% | Added |
| Strategic Financial Concepts, LLC | 43,336 | $415.2K | 0.08% | −19,809−31.4% | Reduced |
| Left Brain Wealth Management, LLC | 44,575 | $427.0K | 0.19% | +4,000+9.9% | Added |
| Amalgamated Bank | 45,807 | $439.0K | 0.00% | +4,330+10.4% | Added |
| First Foundation Advisors | 45,946 | $440.2K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 52,785 | $440.8K | 0.02% | +10,340+24.4% | Added |
| Steward Partners Investment Advisory, LLC | 46,516 | $445.6K | 0.00% | −10,091−17.8% | Reduced |
| Nomura Holdings Inc | 46,606 | $446.5K | 0.00% | −566,908−92.4% | Reduced |
| Advisory Services Network, LLC | 47,923 | $459.1K | 0.01% | +1,524+3.3% | Added |
| Sterling Capital Management LLC | 48,077 | $460.6K | 0.01% | −257−0.5% | Reduced |
| Fermata Advisors, LLC | 48,221 | $462.0K | 0.08% | +2,097+4.5% | Added |
| Centiva Capital, LP | 48,269 | $462.4K | 0.03% | +48,269 | New |
| Xponance, Inc. | 48,451 | $464.2K | 0.00% | +4,112+9.3% | Added |
| SCS Capital Management LLC | 48,628 | $465.9K | 0.01% | +48,628 | New |
| Sanctuary Advisors, LLC | 48,656 | $466.1K | 0.00% | +3,703+8.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 49,855 | $474.3K | 0.01% | +7,267+17.1% | Added |
| Sig Brokerage, LP | 49,809 | $477.2K | 0.14% | +49,809 | New |
| Wellington Management Group LLP | 50,795 | $486.6K | 0.00% | +50,795 | New |
| DoubleLine ETF Adviser LP | 51,449 | $492.9K | 0.16% | −4,712−8.4% | Reduced |
| Maridea Wealth Management LLC | 52,506 | $503.0K | 0.16% | +34+0.1% | Added |
| Prudential Financial Inc | 52,933 | $507.1K | 0.00% | +15,080+39.8% | Added |
| Nicholas Hoffman & Company, LLC. | 52,975 | $507.5K | 0.02% | +2,240+4.4% | Added |
| QRG Capital Management, Inc. | 53,368 | $511.3K | 0.01% | +22,081+70.6% | Added |
| IFG Advisory, LLC | 54,029 | $517.6K | 0.03% | +753+1.4% | Added |
| Quantinno Capital Management LP | 54,424 | $521.4K | 0.00% | +38,225+236.0% | Added |
| Aveo Capital Partners, LLC | 60,501 | $527.6K | 0.09% | −150.0% | Reduced |
| Jain Global LLC | 55,254 | $529.3K | 0.01% | +55,254 | New |
| Allianz Asset Management GmbH | 55,501 | $531.7K | 0.00% | −71,761−56.4% | Reduced |
| Principal Securities, Inc. | 57,859 | $532.9K | 0.01% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 55,766 | $534.2K | 0.07% | +1,932+3.6% | Added |
| Gotham Asset Management, LLC | 55,911 | $535.6K | 0.00% | +55,911 | New |
| Parisi Gray Wealth Management | 55,942 | $535.9K | 0.17% | +265+0.5% | Added |
| JustInvest LLC | 56,332 | $539.7K | 0.01% | +6,669+13.4% | Added |
| Arkadios Wealth Advisors | 57,195 | $547.9K | 0.02% | −203−0.4% | Reduced |
| Parallel Advisors, LLC | 58,215 | $557.7K | 0.01% | +6,840+13.3% | Added |
| Captrust Financial Advisors | 60,882 | $583.2K | 0.00% | +1,931+3.3% | Added |
| Stableford Capital II LLC | 69,953 | $583.4K | 0.25% | −25,833−27.0% | Reduced |
| Samalin Investment Counsel, LLC | 61,244 | $586.7K | 0.24% | −356−0.6% | Reduced |
| CI Private Wealth, LLC | 61,332 | $587.8K | 0.00% | +939+1.6% | Added |
| M&T Bank Corp | 62,482 | $598.6K | 0.00% | +20,071+47.3% | Added |
| Pitcairn Co | 62,573 | $599.4K | 0.04% | +13,313+27.0% | Added |
| AQR Capital Management LLC | 64,100 | $614.1K | 0.00% | +21,897+51.9% | Added |
| Moloney Securities Asset Management, LLC | 65,393 | $626.5K | 0.08% | +65,393 | New |
| MAI Capital Management | 66,039 | $632.7K | 0.00% | +980+1.5% | Added |
| Dynamic Advisor Solutions LLC | 67,571 | $647.3K | 0.02% | +30,835+83.9% | Added |
| Clear Harbor Asset Management, LLC | 68,855 | $659.6K | 0.05% | +68,855 | New |
| Kestra Private Wealth Services, LLC | 69,108 | $662.1K | 0.01% | −561−0.8% | Reduced |
| Innova Wealth Partners | 69,666 | $667.4K | 0.41% | +23,347+50.4% | Added |
| Public Employees Retirement Association of Colorado | 71,525 | $685.0K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 71,712 | $687.0K | 0.07% | −2,749−3.7% | Reduced |
| Toroso Investments, LLC | 72,421 | $693.8K | 0.01% | −27,954−27.8% | Reduced |
| Freestone Grove Partners LP | 75,711 | $725.3K | 0.01% | −58,276−43.5% | Reduced |
| Rareview Capital LLC | 76,104 | $729.1K | 0.46% | −17,954−19.1% | Reduced |
| Winebrenner Capital Management LLC | 76,200 | $730.0K | 0.66% | +2,200+3.0% | Added |
| Ethic Inc. | 77,340 | $734.0K | 0.01% | +5,587+7.8% | Added |
| Guidance Capital, Inc | 84,658 | $744.1K | 0.23% | +3,179+3.9% | Added |
| Elo Mutual Pension Insurance Co | 77,917 | $746.4K | 0.02% | +53,153+214.6% | Added |
| Firethorn Wealth Partners, LLC | 78,001 | $747.3K | 0.36% | +1,006+1.3% | Added |
| Sowell Financial Services LLC | 80,478 | $771.0K | 0.04% | +25,850+47.3% | Added |
| SeaCrest Wealth Management, LLC | 80,902 | $775.0K | 0.09% | +14,117+21.1% | Added |
| Triumph Capital Management | 81,024 | $776.2K | 0.26% | −7,578−8.6% | Reduced |
| Deutsche Bank AG | 82,574 | $791.1K | 0.00% | +1,553+1.9% | Added |
| Mariner, LLC | 85,934 | $823.2K | 0.00% | −1,364−1.6% | Reduced |
| Cooper Financial Group | 86,150 | $825.3K | 0.11% | +3,495+4.2% | Added |
| Fortitude Advisory Group L.L.C. | 99,543 | $826.2K | 0.59% | +1,399+1.4% | Added |
| Wedbush Securities Inc | 86,926 | $833.0K | 0.03% | −7,024−7.5% | Reduced |
| Brevan Howard Capital Management LP | 90,719 | $869.1K | 0.02% | +90,719 | New |
| Friedenthal Financial | 91,437 | $876.0K | 0.52% | +91,437 | New |
| Westend Capital Management, LLC | 94,148 | $901.9K | 0.34% | +8,524+10.0% | Added |
| New York Life Investment Management LLC | 94,747 | $907.7K | 0.01% | +11,917+14.4% | Added |
| Brookstone Capital Management | 94,868 | $908.8K | 0.01% | +79,285+508.8% | Added |
| Keybank National Association | 95,596 | $915.8K | 0.00% | −19,084−16.6% | Reduced |
| Collar Capital Management, LLC | 97,616 | $935.2K | 0.85% | +9,770+11.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 98,978 | $948.2K | 0.00% | −24,082−19.6% | Reduced |
| HighTower Advisors, LLC | 101,734 | $974.6K | 0.00% | −1,221−1.2% | Reduced |
| Waterfront Wealth Inc. | 102,791 | $984.7K | 0.24% | +163+0.2% | Added |
| Tredje AP-fonden | 103,084 | $987.5K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 102,597 | $995.2K | 0.08% | +32,651+46.7% | Added |
| Integrity Alliance, LLC. | 103,941 | $995.8K | 0.04% | +103,941 | New |
| Astoria Portfolio Advisors LLC. | 116,288 | $1.00M | 0.34% | +10,873+10.3% | Added |
| Aubrey Capital Management Ltd | 106,100 | $1.01M | 0.41% | +32,600+44.4% | Added |
| Voya Investment Management LLC | 107,973 | $1.03M | 0.00% | +9,052+9.2% | Added |
| Fortitude Financial, LLC | 108,428 | $1.04M | 0.99% | +55+0.1% | Added |
| Consolidated Portfolio Review Corp | 108,918 | $1.04M | 0.17% | −72,826−40.1% | Reduced |
| SG Americas Securities, LLC | 112,927 | $1.08M | 0.00% | −94,756−45.6% | Reduced |
| Cozad Asset Management Inc | 114,104 | $1.09M | 0.11% | +17,940+18.7% | Added |
| GWN Securities Inc. | 124,109 | $1.11M | 0.06% | +124,109 | New |
| Wealth Enhancement Advisory Services, LLC | 117,763 | $1.13M | 0.00% | +7,650+6.9% | Added |
| Wolverine Trading, LLC | 120,660 | $1.15M | 0.04% | −16,874−12.3% | Reduced |
| National Asset Management, Inc. | 120,863 | $1.16M | 0.04% | +43,661+56.6% | Added |
| Guggenheim Capital LLC | 122,360 | $1.17M | 0.01% | +67,073+121.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 122,712 | $1.18M | 0.00% | +122,712 | New |
| CAPROCK Group, Inc. | 121,953 | $1.18M | 0.04% | +16,741+15.9% | Added |
| Cannon Global Investment Management, LLC | 125,000 | $1.20M | 3.30% | +37,500+42.9% | Added |
| Avantax Advisory Services, Inc. | 127,866 | $1.22M | 0.01% | +53,968+73.0% | Added |