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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 127,872 | $1.23M | 0.01% | −23,599−15.6% | Reduced |
| ORG Wealth Partners, LLC | 128,127 | $1.23M | 0.38% | +120,549+1,590.8% | Added |
| International Assets Investment Management, LLC | 128,235 | $1.23M | 0.11% | +9,811+8.3% | Added |
| Transce3nd, LLC | 128,831 | $1.23M | 0.55% | +8,601+7.2% | Added |
| Teacher Retirement System of Texas | 129,471 | $1.24M | 0.01% | +129,471 | New |
| Pictet Asset Management Holding SA | 129,518 | $1.24M | 0.00% | +19,075+17.3% | Added |
| Federated Hermes, Inc. | 135,745 | $1.30M | 0.00% | +1,799+1.3% | Added |
| Sigma Planning Corp | 137,119 | $1.31M | 0.04% | +12,074+9.7% | Added |
| SummitTX Capital, L.P. | 139,813 | $1.34M | 0.06% | +139,813 | New |
| AXS Investments LLC | 141,528 | $1.36M | 0.37% | −4,652−3.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 142,229 | $1.36M | 0.04% | +77,540+119.9% | Added |
| Utah Retirement Systems | 143,086 | $1.37M | 0.02% | +8,211+6.1% | Added |
| HBK Sorce Advisory LLC | 150,092 | $1.44M | 0.04% | +38,995+35.1% | Added |
| Bramshill Investments, LLC | 152,042 | $1.46M | 0.15% | −7,331−4.6% | Reduced |
| Founders Financial Alliance, LLC | 156,591 | $1.50M | 0.36% | +19,980+14.6% | Added |
| Global Assets Advisory, LLC | 177,419 | $1.59M | 0.30% | +177,419 | New |
| Greenland Capital Management LP | 170,000 | $1.63M | 0.28% | +70,000+70.0% | Added |
| Penserra Capital Management LLC | 170,862 | $1.64M | 0.03% | +21,563+14.4% | Added |
| AIA Group Ltd | 170,985 | $1.64M | 0.04% | +36,072+26.7% | Added |
| KLP Kapitalforvaltning AS | 171,200 | $1.66M | 0.01% | +10,700+6.7% | Added |
| CIBC World Markets Inc. | 181,414 | $1.74M | 0.00% | −17,836−9.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 182,295 | $1.75M | 0.06% | −74,233−28.9% | Reduced |
| US Bancorp | 182,581 | $1.75M | 0.00% | −148,539−44.9% | Reduced |
| Rockefeller Capital Management L.P. | 184,894 | $1.77M | 0.00% | +21,325+13.0% | Added |
| IMC-Chicago, LLC | 185,205 | $1.77M | 0.07% | +185,205 | New |
| Ameriprise Financial Inc | 188,109 | $1.80M | 0.00% | −406,503−68.4% | Reduced |
| Ensign Peak Advisors, Inc | 188,933 | $1.81M | 0.00% | +5,935+3.2% | Added |
| Jane Street Group, LLC | 189,778 | $1.82M | 0.00% | +117,377+162.1% | Added |
| Waterloo Capital, L.P. | 192,138 | $1.84M | 0.17% | +20,588+12.0% | Added |
| Private Advisor Group, LLC | 194,618 | $1.86M | 0.01% | +7,163+3.8% | Added |
| MML Investors Services, LLC | 196,326 | $1.88M | 0.01% | −135,599−40.9% | Reduced |
| Engineers Gate Manager LP | 197,347 | $1.89M | 0.03% | +197,347 | New |
| Kestra Advisory Services, LLC | 197,927 | $1.90M | 0.01% | +8,168+4.3% | Added |
| Mendon Capital Advisors Corp | 200,000 | $1.92M | 0.89% | +200,000 | New |
| Creative Planning | 202,574 | $1.94M | 0.00% | +1,918+1.0% | Added |
| PFG Investments, LLC | 207,492 | $1.99M | 0.13% | −1,858−0.9% | Reduced |
| Two Sigma Investments, LP | 216,157 | $2.07M | 0.00% | −71,936−25.0% | Reduced |
| Pathstone Holdings, LLC | 214,434 | $2.08M | 0.01% | +125,762+141.8% | Added |
| Handelsbanken Fonder AB | 220,100 | $2.11M | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 220,620 | $2.11M | 0.16% | +220,620 | New |
| Hollencrest Capital Management | 221,875 | $2.13M | 0.09% | −760−0.3% | Reduced |
| Kovack Advisors, Inc. | 222,310 | $2.13M | 0.23% | +1,186+0.5% | Added |
| Allworth Financial LP | 246,086 | $2.15M | 0.01% | −71,650−22.6% | Reduced |
| STRS Ohio | 224,346 | $2.15M | 0.01% | +224,346 | New |
| Nisa Investment Advisors, LLC | 222,070 | $2.16M | 0.01% | −17,214−7.2% | Reduced |
| RBF Capital, LLC | 230,000 | $2.20M | 0.14% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 230,074 | $2.20M | 0.05% | +200,000+665.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 239,402 | $2.29M | 0.01% | +44,384+22.8% | Added |
| Manufacturers Life Insurance Company, The | 240,628 | $2.31M | 0.00% | +21,144+9.6% | Added |
| Continuum Advisory, LLC | 241,871 | $2.32M | 0.30% | +6,636+2.8% | Added |
| Icon Advisers Inc | 244,018 | $2.34M | 0.55% | −133,109−35.3% | Reduced |
| Janney Montgomery Scott LLC | 249,127 | $2.39M | 0.01% | +45,457+22.3% | Added |
| CIBC World Markets Corp | 250,894 | $2.40M | 0.02% | −7,520−2.9% | Reduced |
| J.W. Cole Advisors, Inc. | 253,140 | $2.43M | 0.08% | +81,292+47.3% | Added |
| Arizona State Retirement System | 253,916 | $2.43M | 0.02% | +26,948+11.9% | Added |
| State of New Jersey Common Pension Fund D | 255,789 | $2.45M | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 281,217 | $2.48M | 0.03% | 00.0% | Unchanged |
| Great West Life Assurance Co | 259,625 | $2.49M | 0.00% | +26,658+11.4% | Added |
| Public Employees Retirement System of Ohio | 266,270 | $2.55M | 0.01% | −20,339−7.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 277,103 | $2.65M | 0.71% | +83,176+42.9% | Added |
| GraniteShares Advisors LLC | 285,468 | $2.73M | 1.74% | +17,300+6.5% | Added |
| Group One Trading, L.P. | 297,242 | $2.85M | 0.12% | +25,317+9.3% | Added |
| Jacobs Asset Management, LLC | 300,000 | $2.87M | 1.82% | −75,300−20.1% | Reduced |
| Simplicity Wealth,LLC | 308,346 | $2.95M | 0.23% | +308,346 | New |
| Police & Firemen's Retirement System of New Jersey | 316,537 | $3.03M | 0.03% | +21,103+7.1% | Added |
| BNP Paribas Arbitrage, SA | 320,267 | $3.07M | 0.00% | −219,053−40.6% | Reduced |
| Simplify Asset Management Inc. | 321,550 | $3.08M | 0.14% | +178,000+124.0% | Added |
| Schonfeld Strategic Advisors LLC | 324,705 | $3.11M | 0.02% | +115,312+55.1% | Added |
| VisionPoint Advisory Group, LLC | 327,947 | $3.14M | 1.08% | +19,740+6.4% | Added |
| Dark Forest Capital Management LP | 331,345 | $3.17M | 0.15% | +165,267+99.5% | Added |
| Millennium Management LLC | 336,493 | $3.22M | 0.00% | −951,905−73.9% | Reduced |
| Independent Financial Group, LLC | 340,033 | $3.26M | 0.11% | +47,489+16.2% | Added |
| VPR Management LLC | 350,000 | $3.35M | 1.63% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 360,000 | $3.45M | 6.62% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 365,500 | $3.50M | 0.01% | −482,633−56.9% | Reduced |
| TCG Advisory Services, LLC | 367,073 | $3.52M | 0.14% | −24,256−6.2% | Reduced |
| Russell Investments Group, Ltd. | 373,486 | $3.58M | 0.00% | +21,083+6.0% | Added |
| Alliancebernstein L.P. | 380,194 | $3.64M | 0.00% | +15,607+4.3% | Added |
| Janus Henderson Group PLC | 393,751 | $3.75M | 0.00% | +50,900+14.8% | Added |
| Treasurer of the State of North Carolina | 395,692 | $3.79M | 0.02% | +37,990+10.6% | Added |
| Illinois Municipal Retirement Fund | 405,075 | $3.88M | 0.06% | +246,250+155.0% | Added |
| New York State Common Retirement Fund | 408,389 | $3.91M | 0.01% | +28,000+7.4% | Added |
| American Assets Capital Advisers, LLC | 430,872 | $4.13M | 1.73% | +430,872 | New |
| SEI Investments Co | 438,011 | $4.20M | 0.01% | +30,007+7.4% | Added |
| Schroder Investment Management Group | 453,843 | $4.27M | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 444,260 | $4.29M | 0.05% | −8,270−1.8% | Reduced |
| Simplex Trading, LLC | 524,407 | $5.02M | 0.18% | +421,009+407.2% | Added |
| State of Wisconsin Investment Board | 527,809 | $5.06M | 0.01% | +63,122+13.6% | Added |
| Marshall Wace, LLP | 535,268 | $5.13M | 0.01% | −159,703−23.0% | Reduced |
| Pinebridge Investments, L.P. | 546,146 | $5.23M | 0.04% | 00.0% | Unchanged |
| Mount Lucas Management LP | 548,600 | $5.26M | 2.47% | +26,300+5.0% | Added |
| State Board of Administration of Florida Retirement System | 554,356 | $5.31M | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 559,393 | $5.36M | 0.29% | −170.0% | Reduced |
| Price T Rowe Associates Inc | 572,084 | $5.48M | 0.00% | +86,074+17.7% | Added |
| Transcend Wealth Collective, LLC | 585,745 | $5.61M | 0.40% | +9,039+1.6% | Added |
| TownSquare Capital, LLC | 587,625 | $5.63M | 0.06% | +408,182+227.5% | Added |
| Beck Capital Management, LLC | 587,905 | $5.63M | 1.66% | −5,981−1.0% | Reduced |
| Mackenzie Financial Corp | 606,551 | $5.81M | 0.01% | +606,551 | New |
| Cambridge Investment Research Advisors, Inc. | 612,122 | $5.86M | 0.02% | +25,494+4.3% | Added |
| Cetera Investment Advisers | 630,800 | $6.04M | 0.01% | +167,101+36.0% | Added |