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, Q2 2025
Institutional positions in AGNC Investment Corp. as of Jun 30, 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
- 567
- +10 vs. Q1 2025
- Shares held
- 428.7M
- +27.3M (+6.8%) vs. Q1 2025
- Total value
- $3.94B
- +$98.3M (+2.6%) vs. Q1 2025
- New holders
- 85
- 275 more added
- Sold out
- 75
- 140 more reduced
8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 50 | $0 | 0.00% | −100−66.7% | Reduced |
| Total Investment Management Inc | 1 | $9 | 0.00% | +1 | New |
| Center for Financial Planning, Inc. | 3 | $28 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4 | $37 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 14 | $131 | 0.00% | +14 | New |
| MV Capital Management, Inc. | 15 | $138 | 0.00% | −29−65.9% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $138 | 0.00% | −13−46.4% | Reduced |
| Atlantic Trust, LLC | 16 | $148 | 0.00% | −490−96.8% | Reduced |
| Umb Bank N A | 18 | $165 | 0.00% | +18 | New |
| Assetmark, Inc | 21 | $193 | 0.00% | −566−96.4% | Reduced |
| Harbor Asset Planning, Inc. | 28 | $254 | 0.00% | +28 | New |
| Twin Peaks Wealth Advisors, LLC | 39 | $369 | 0.00% | +39 | New |
| Raffa Wealth Management, LLC | 47 | $432 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 55 | $503 | 0.00% | +2+3.8% | Added |
| True Wealth Design, LLC | 57 | $524 | 0.00% | +55+2,750.0% | Added |
| Rothschild Investment LLC | 60 | $551 | 0.00% | −4,940−98.8% | Reduced |
| Fortis Group Advisors, LLC | 85 | $781 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $919 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 106 | $975 | 0.00% | +106 | New |
| Roble, Belko & Company, Inc | 143 | $1.00K | 0.00% | +6+4.4% | Added |
| Capital Advisors, Ltd. LLC | 98 | $1.00K | 0.00% | +98 | New |
| Mountain Hill Investment Partners Corp. | 116 | $1.06K | 0.00% | +53+84.1% | Added |
| Quest 10 Wealth Builders, Inc. | 129 | $1.18K | 0.00% | −3−2.3% | Reduced |
| SRS Capital Advisors, Inc. | 143 | $1.31K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 142 | $1.33K | 0.00% | −1,830−92.8% | Reduced |
| Cromwell Holdings LLC | 146 | $1.36K | 0.00% | +84+135.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 154 | $1.42K | 0.00% | +154 | New |
| Key Financial Inc | 161 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 162 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 173 | $1.59K | 0.00% | −2,877−94.3% | Reduced |
| TSFG, LLC | 205 | $2.00K | 0.00% | +205 | New |
| Fortitude Family Office, LLC | 229 | $2.10K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 241 | $2.21K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 282 | $2.60K | 0.00% | +5+1.8% | Added |
| Decker Retirement Planning Inc. | 300 | $2.76K | 0.00% | +50+20.0% | Added |
| Christopher J. Hasenberg, Inc | 330 | $3.03K | 0.00% | +330 | New |
| Aspect Partners, LLC | 331 | $3.04K | 0.00% | +8+2.5% | Added |
| Clearstead Advisors, LLC | 385 | $3.54K | 0.00% | +149+63.1% | Added |
| Brown Brothers Harriman & Co | 469 | $4.31K | 0.00% | +469 | New |
| Country Trust Bank | 500 | $4.59K | 0.00% | +500 | New |
| Versant Capital Management, Inc | 513 | $4.71K | 0.00% | −1,229−70.6% | Reduced |
| Deseret Mutual Benefit Administrators | 523 | $4.81K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 540 | $4.96K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 600 | $5.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 602 | $5.78K | 0.00% | −95−13.6% | Reduced |
| Avion Wealth | 661 | $6.00K | 0.00% | +47+7.7% | Added |
| Harbor Investment Advisory, LLC | 720 | $6.62K | 0.00% | −843−53.9% | Reduced |
| Graney & King, LLC | 758 | $6.97K | 0.00% | +758 | New |
| Bessemer Group Inc | 766 | $7.00K | 0.00% | +210+37.8% | Added |
| Cullen/Frost Bankers, Inc. | 800 | $7.35K | 0.00% | +800 | New |
| Mount Yale Investment Advisors, LLC | 870 | $8.00K | 0.00% | +870 | New |
| Optimum Investment Advisors | 1,000 | $9.19K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,000 | $9.19K | 0.00% | +13+1.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,000 | $9.19K | 0.00% | +100+11.1% | Added |
| AdvisorNet Financial, Inc | 1,019 | $9.37K | 0.00% | −3−0.3% | Reduced |
| Financial Network Wealth Advisors LLC | 1,106 | $10.2K | 0.01% | +202+22.3% | Added |
| Darwin Advisors, LLC | 1,112 | $10.2K | 0.00% | +83+8.1% | Added |
| Smartleaf Asset Management LLC | 1,200 | $11.1K | 0.00% | −1,908−61.4% | Reduced |
| McIlrath & Eck, LLC | 1,226 | $11.3K | 0.00% | −6,426−84.0% | Reduced |
| Tortoise Investment Management, LLC | 1,257 | $11.6K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 12,131 | $12.1K | 0.01% | +10,811+819.0% | Added |
| Bryn Mawr Trust Co | 1,346 | $12.4K | 0.00% | +1,346 | New |
| Bell Investment Advisors, Inc | 1,373 | $12.6K | 0.00% | +371+37.0% | Added |
| Parkside Financial Bank & Trust | 1,393 | $12.8K | 0.00% | −4,200−75.1% | Reduced |
| South State Corp. | 1,400 | $12.9K | 0.00% | −5,890−80.8% | Reduced |
| Massmutual Trust Co FSB | 1,455 | $13.4K | 0.00% | +800+122.1% | Added |
| Aventura Private Wealth, LLC | 1,500 | $13.8K | 0.01% | +291+24.1% | Added |
| Financial Connections Group, Inc. | 1,642 | $15.0K | 0.01% | +66+4.2% | Added |
| National Bank of Canada | 1,675 | $15.4K | 0.00% | −425−20.2% | Reduced |
| Sound Income Strategies, LLC | 1,692 | $15.6K | 0.00% | +17+1.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $15.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,751 | $16.1K | 0.00% | +1,751 | New |
| Activest Wealth Management | 1,983 | $18.2K | 0.00% | +282+16.6% | Added |
| Glenmede Investment Management, LP | 1,984 | $18.2K | 0.00% | +1,984 | New |
| Innovative Advisory Group, LLC | 2,000 | $18.4K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,020 | $18.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,065 | $19.0K | 0.00% | −5,192−71.5% | Reduced |
| Larson Financial Group LLC | 2,180 | $20.0K | 0.00% | −1,111−33.8% | Reduced |
| Gen-Wealth Partners Inc | 2,355 | $21.6K | 0.01% | +1,760+295.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,392 | $22.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 2,425 | $22.3K | 0.03% | 00.0% | Unchanged |
| SWAN Capital LLC | 2,500 | $23.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,712 | $24.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,681 | $25.0K | 0.00% | −3,131−53.9% | Reduced |
| Red Tortoise LLC | 2,764 | $25.4K | 0.01% | +2,185+377.4% | Added |
| Fourth Dimension Wealth, LLC | 2,800 | $25.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,922 | $26.8K | 0.00% | +678+30.2% | Added |
| Alerus Financial NA | 2,930 | $26.9K | 0.00% | +2,930 | New |
| N.E.W. Advisory Services LLC | 3,000 | $27.6K | 0.00% | +100+3.4% | Added |
| GAMMA Investing LLC | 3,004 | $27.6K | 0.00% | +108+3.7% | Added |
| GeoWealth Management, LLC | 3,162 | $29.1K | 0.00% | +3,162 | New |
| Jones Financial Companies LLLP | 3,222 | $29.9K | 0.00% | −2,007−38.4% | Reduced |
| Trust Co of Vermont | 3,629 | $33.4K | 0.00% | +3,300+1,003.0% | Added |
| Bogart Wealth, LLC | 3,650 | $33.5K | 0.00% | +1,600+78.0% | Added |
| Salem Investment Counselors Inc | 3,754 | $35.0K | 0.00% | +319+9.3% | Added |
| WFA of San Diego, LLC | 4,000 | $36.8K | 0.03% | +4,000 | New |
| Spire Wealth Management | 4,059 | $37.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4,309 | $39.6K | 0.01% | +31+0.7% | Added |
| Clear Street Markets LLC | 4,400 | $40.4K | 0.01% | −2,500−36.2% | Reduced |
| Skopos Labs, Inc. | 4,582 | $42.1K | 0.01% | −3,406−42.6% | Reduced |