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 |
|---|---|---|---|---|---|
| FWL Investment Management, LLC | 632,707 | $6.06M | 2.25% | +109,186+20.9% | Added |
| Advisor Group Holdings, Inc. | 654,140 | $6.27M | 0.01% | +26,067+4.2% | Added |
| Paradigm Financial Partners, LLC | 705,239 | $6.76M | 0.84% | +74,343+11.8% | Added |
| Rhumbline Advisers | 777,264 | $7.45M | 0.01% | +47,699+6.5% | Added |
| Neuberger Berman Group LLC | 785,558 | $7.53M | 0.01% | +169,690+27.6% | Added |
| Barclays PLC | 799,140 | $7.66M | 0.00% | −569,901−41.6% | Reduced |
| Commonwealth Equity Services, LLC | 812,562 | $7.78M | 0.01% | +90,128+12.5% | Added |
| California State Teachers Retirement System | 821,151 | $7.87M | 0.01% | +86,737+11.8% | Added |
| Evergreen Capital Management LLC | 821,571 | $7.97M | 0.27% | −51,285−5.9% | Reduced |
| TCW Group Inc | 861,041 | $8.25M | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 866,331 | $8.30M | 0.05% | +866,331 | New |
| Punch & Associates Investment Management, Inc. | 896,626 | $8.59M | 0.56% | −10,008−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 901,448 | $8.64M | 0.01% | +901,448 | New |
| Stifel Financial Corp | 913,811 | $8.75M | 0.01% | +103,628+12.8% | Added |
| Franklin Resources Inc | 929,872 | $8.91M | 0.00% | +630,962+211.1% | Added |
| Qube Research & Technologies Ltd | 938,339 | $8.99M | 0.01% | +938,339 | New |
| Thrivent Financial for Lutherans | 949,286 | $9.10M | 0.02% | +167,537+21.4% | Added |
| Boston Partners | 1,004,229 | $9.61M | 0.01% | −51,079−4.8% | Reduced |
| Amundi | 1,045,642 | $9.77M | 0.00% | +32,040+3.2% | Added |
| Pekin Hardy Strauss, Inc. | 1,030,123 | $9.87M | 1.20% | +54,209+5.6% | Added |
| Advisors Capital Management, LLC | 1,067,011 | $10.2M | 0.16% | +26,942+2.6% | Added |
| California Public Employees Retirement System | 1,121,487 | $10.7M | 0.01% | +98,766+9.7% | Added |
| Legal & General Group Plc | 1,219,824 | $11.7M | 0.00% | +143,818+13.4% | Added |
| Advisors Asset Management, Inc. | 1,219,893 | $11.7M | 0.22% | +17,634+1.5% | Added |
| Storebrand Asset Management AS | 1,256,581 | $12.0M | 0.04% | −111,590−8.2% | Reduced |
| JPMorgan Chase & Co | 1,316,797 | $12.6M | 0.00% | −16,836−1.3% | Reduced |
| LPL Financial LLC | 1,392,082 | $13.3M | 0.01% | +153,187+12.4% | Added |
| Citigroup Inc | 1,487,202 | $14.2M | 0.01% | +662,628+80.4% | Added |
| Envestnet Asset Management Inc | 1,565,671 | $15.0M | 0.00% | +121,592+8.4% | Added |
| Ruffer LLP | 1,685,570 | $16.1M | 0.62% | −4,714,245−73.7% | Reduced |
| Ostrum Asset Management | 1,705,220 | $16.3M | 0.86% | +1,705,220 | New |
| Thompson Siegel & Walmsley LLC | 1,705,797 | $16.3M | 0.28% | −191,772−10.1% | Reduced |
| Swiss National Bank | 1,715,900 | $16.4M | 0.01% | +177,000+11.5% | Added |
| Wells Fargo & Company | 1,722,018 | $16.5M | 0.00% | −1,625,818−48.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,933,138 | $18.5M | 0.04% | +115,754+6.4% | Added |
| Dupree Financial Group, LLC | 2,015,187 | $19.3M | 7.84% | −84,855−4.0% | Reduced |
| Royal Bank of Canada | 2,068,564 | $19.8M | 0.00% | +26,048+1.3% | Added |
| Invesco Ltd. | 2,290,996 | $21.9M | 0.00% | +42,621+1.9% | Added |
| Susquehanna International Group, LLP | 2,471,692 | $23.7M | 0.04% | +527,651+27.1% | Added |
| Goldman Sachs Group Inc | 2,691,002 | $25.8M | 0.00% | −948,954−26.1% | Reduced |
| UBS Asset Management Americas Inc | 2,811,782 | $26.9M | 0.01% | +387,524+16.0% | Added |
| Bank of New York Mellon Corp | 2,979,319 | $28.5M | 0.01% | +167,805+6.0% | Added |
| Nuveen, LLC | 3,188,513 | $30.5M | 0.01% | +3,188,513 | New |
| Raymond James Financial Inc | 3,189,583 | $30.6M | 0.01% | −1,136,187−26.3% | Reduced |
| Van Eck Associates Corp | 3,417,568 | $32.7M | 0.04% | +447,784+15.1% | Added |
| Davidson Investment Advisors | 3,428,281 | $32.8M | 1.62% | +101,011+3.0% | Added |
| Renaissance Technologies LLC | 3,585,129 | $34.3M | 0.05% | +3,585,129 | New |
| First Trust Advisors LP | 3,853,596 | $36.9M | 0.03% | +2,304,886+148.8% | Added |
| Natixis Advisors, L.P. | 4,318,354 | $41.4M | 0.08% | +752,201+21.1% | Added |
| Victory Capital Management Inc | 4,860,697 | $46.6M | 0.05% | −9,981−0.2% | Reduced |
| Citadel Advisors LLC | 5,962,662 | $57.1M | 0.06% | +5,187,138+668.9% | Added |
| Northern Trust Corp | 6,393,959 | $61.3M | 0.01% | +15,489+0.2% | Added |
| Charles Schwab Investment Management Inc | 6,996,527 | $67.0M | 0.01% | −353,130−4.8% | Reduced |
| Morgan Stanley | 7,181,222 | $68.8M | 0.00% | +2,603,254+56.9% | Added |
| Equity Investment Corp | 7,395,081 | $70.8M | 1.58% | +562,700+8.2% | Added |
| Allspring Global Investments Holdings, LLC | 8,551,876 | $81.2M | 0.14% | −111,078−1.3% | Reduced |
| Bank of America Corp | 10,204,883 | $97.8M | 0.01% | +4,949,797+94.2% | Added |
| FMR LLC | 10,594,940 | $101.5M | 0.01% | +10,517,133+13,516.9% | Added |
| Norges Bank | 10,698,293 | $102.5M | 0.01% | +1,222,830+12.9% | Added |
| UBS Group AG | 11,506,445 | $110.2M | 0.02% | +4,791,977+71.4% | Added |
| State Street Corp | 14,786,664 | $143.4M | 0.01% | +1,118,044+8.2% | Added |
| Vaughan Nelson Investment Management, L.P. | 16,996,741 | $162.8M | 1.63% | +2,589,020+18.0% | Added |
| Geode Capital Management, LLC | 22,534,534 | $216.3M | 0.02% | +7,919,813+54.2% | Added |
| BlackRock, Inc. | 49,083,692 | $470.2M | 0.01% | +3,694,774+8.1% | Added |
| Vanguard Group Inc | 85,779,209 | $821.8M | 0.01% | +2,462,337+3.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −680,200−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −641,729−100.0% | Sold out |
| PL Capital Advisors, LLC | 0 | $0 | 0.00% | −593,372−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −586,240−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −467,844−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −365,460−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −321,196−100.0% | Sold out |
| Delphi Financial Group, Inc. | 0 | $0 | 0.00% | −309,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −301,929−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −283,252−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −216,831−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −145,851−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −120,685−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −108,587−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −103,236−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −97,479−100.0% | Sold out |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −88,266−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −69,368−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −41,958−100.0% | Sold out |
| Foster Victor Wealth Advisors, LLC | 0 | $0 | 0.00% | −39,701−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −38,710−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −32,143−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −28,262−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −25,220−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −16,668−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,100−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −14,694−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −14,395−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −14,360−100.0% | Sold out |
| Dudley Capital Management, LLC | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |