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 |
|---|---|---|---|---|---|
| Huntington National Bank | 4,918 | $45.2K | 0.00% | +1,199+32.2% | Added |
| Wealth Preservation Advisors, LLC | 5,000 | $46.0K | 0.03% | +5,000 | New |
| GPS Wealth Strategies Group, LLC | 5,115 | $47.0K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 5,166 | $47.5K | 0.02% | +1,549+42.8% | Added |
| Newbridge Financial Services Group, Inc. | 5,250 | $48.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 5,496 | $50.5K | 0.00% | +1,569+40.0% | Added |
| Ci Investments Inc. | 5,499 | $51.0K | 0.00% | +963+21.2% | Added |
| Capital Analysts, LLC | 5,506 | $51.0K | 0.00% | +5,506 | New |
| Painted Porch Advisors LLC | 5,582 | $51.3K | 0.02% | +5,382+2,691.0% | Added |
| MeadowBrook Investment Advisors LLC | 2,160 | $54.2K | 0.05% | +1,130+109.7% | Added |
| Ameritas Investment Partners, Inc. | 6,000 | $55.1K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,278 | $57.7K | 0.00% | +1,609+34.5% | Added |
| Bruce G. Allen Investments, LLC | 6,556 | $60.3K | 0.05% | +1,353+26.0% | Added |
| Front Row Advisors LLC | 7,000 | $65.2K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 7,300 | $67.1K | 0.05% | +7,300 | New |
| Cape Investment Advisory, Inc. | 7,493 | $68.9K | 0.03% | +4,019+115.7% | Added |
| Quarry LP | 7,635 | $70.2K | 0.02% | +7,635 | New |
| Hazlett, Burt & Watson, Inc. | 8,000 | $74.0K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 8,100 | $74.4K | 0.00% | −19,000−70.1% | Reduced |
| Hantz Financial Services, Inc. | 8,475 | $78.0K | 0.00% | +8,475 | New |
| Daymark Wealth Partners, LLC | 10,085 | $92.7K | 0.00% | +10,085 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,107 | $93.0K | 0.00% | +10,107 | New |
| Essex LLC | 10,200 | $93.7K | 0.02% | 00.0% | Unchanged |
| Martin Worley Group | 10,290 | $94.6K | 0.05% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 10,376 | $95.4K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,263 | $95.6K | 0.00% | −882−7.9% | Reduced |
| one8zero8, LLC | 10,500 | $96.5K | 0.02% | 00.0% | Unchanged |
| PFG Advisors | 10,565 | $97.1K | 0.00% | +10,565 | New |
| WealthPlan Investment Management, LLC | 10,583 | $97.3K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 10,623 | $97.6K | 0.01% | −577,002−98.2% | Reduced |
| RFG Advisory, LLC | 10,744 | $98.7K | 0.00% | +10,744 | New |
| Montag A & Associates Inc | 10,914 | $101.6K | 0.00% | +3,585+48.9% | Added |
| Anfield Capital Management, LLC | 11,142 | $102.4K | 0.03% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 11,200 | $102.9K | 0.05% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 11,300 | $103.8K | 0.02% | +11,300 | New |
| Ieq Capital, LLC | 11,399 | $104.8K | 0.00% | −3,749−24.7% | Reduced |
| New Age Alpha Advisors, LLC | 11,631 | $106.9K | 0.00% | +6,580+130.3% | Added |
| Greenwich Wealth Management LLC | 11,603 | $107.0K | 0.01% | +11,603 | New |
| Allianz Asset Management GmbH | 11,676 | $107.3K | 0.00% | −43,825−79.0% | Reduced |
| CWC Advisors, LLC. | 11,750 | $108.0K | 0.06% | +11,750 | New |
| BCO Wealth Management LLC | 11,790 | $108.3K | 0.08% | +11,790 | New |
| WMG Financial Advisors, LLC | 11,870 | $109.1K | 0.04% | +11,870 | New |
| Beacon Financial Advisory LLC | 11,953 | $109.9K | 0.03% | +11,953 | New |
| Garden State Investment Advisory Services LLC | 11,993 | $110.2K | 0.03% | −1,327−10.0% | Reduced |
| BTC Capital Management, Inc. | 12,000 | $110.3K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 12,104 | $111.2K | 0.00% | +11,804+3,934.7% | Added |
| Sonora Investment Management Group, LLC | 12,396 | $113.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 12,418 | $114.1K | 0.00% | +4,135+49.9% | Added |
| Valley Brook Capital Group | 12,425 | $114.2K | 0.09% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 12,485 | $114.7K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12,544 | $115.3K | 0.03% | +497+4.1% | Added |
| Meeder Advisory Services, Inc. | 12,545 | $115.3K | 0.01% | +1,660+15.3% | Added |
| O'Shaughnessy Asset Management, LLC | 12,742 | $117.1K | 0.00% | −167−1.3% | Reduced |
| StoneX Group Inc. | 12,647 | $117.7K | 0.01% | +12,647 | New |
| Hilton Capital Management, LLC | 13,000 | $119.5K | 0.01% | +13,000 | New |
| Signature Estate & Investment Advisors LLC | 13,002 | $119.5K | 0.00% | +13,002 | New |
| Headlands Technologies LLC | 13,180 | $121.1K | 0.01% | +13,180 | New |
| Manchester Financial Inc | 13,261 | $121.9K | 0.03% | +70+0.5% | Added |
| Level Four Advisory Services, LLC | 13,487 | $123.9K | 0.00% | +129+1.0% | Added |
| TD Private Client Wealth LLC | 13,781 | $126.6K | 0.00% | −902−6.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,804 | $126.9K | 0.03% | +193+1.4% | Added |
| Park Avenue Securities LLC | 13,799 | $127.0K | 0.00% | −18,376−57.1% | Reduced |
| Change Path, LLC | 14,100 | $129.6K | 0.00% | +114+0.8% | Added |
| EverSource Wealth Advisors, LLC | 14,278 | $131.2K | 0.01% | +1,924+15.6% | Added |
| Oarsman Capital, Inc. | 14,397 | $132.3K | 0.02% | +3,520+32.4% | Added |
| Blair William & Co | 14,450 | $132.8K | 0.00% | +1,962+15.7% | Added |
| Kingsview Wealth Management, LLC | 14,607 | $134.2K | 0.00% | −252−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 14,671 | $134.8K | 0.00% | −2,844−16.2% | Reduced |
| Merit Financial Group, LLC | 14,804 | $136.1K | 0.00% | +14,804 | New |
| BLB&B Advisors, LLC | 14,805 | $136.1K | 0.01% | −2,000−11.9% | Reduced |
| Rogco, LP | 15,000 | $137.8K | 0.05% | 00.0% | Unchanged |
| SLT Holdings LLC | 15,000 | $137.8K | 0.10% | +5,000+50.0% | Added |
| HB Wealth Management, LLC | 15,098 | $138.8K | 0.00% | −218−1.4% | Reduced |
| Lifestyle Asset Management, Inc. | 15,166 | $139.4K | 0.07% | −3,501−18.8% | Reduced |
| JBR Co Financial Management Inc | 15,252 | $140.2K | 0.07% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 15,583 | $143.2K | 0.07% | +212+1.4% | Added |
| Eight 31 Financial LLC | 15,608 | $143.4K | 0.09% | +15,608 | New |
| Motiv8 Investments LLC | 15,687 | $144.2K | 0.09% | +249+1.6% | Added |
| Warren Averett Asset Management, LLC | 15,699 | $144.3K | 0.00% | +499+3.3% | Added |
| MetLife Investment Management | 15,783 | $145.0K | 0.00% | +235+1.5% | Added |
| Brighton Jones LLC | 15,800 | $145.2K | 0.00% | +1,064+7.2% | Added |
| CIBC Private Wealth Group, LLC | 15,848 | $145.6K | 0.00% | −5,997−27.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 16,000 | $147.0K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 16,101 | $148.0K | 0.01% | −4,618−22.3% | Reduced |
| Mission Wealth Management, LP | 16,146 | $148.4K | 0.00% | +34+0.2% | Added |
| New Wave Wealth Advisors LLC | 16,210 | $149.0K | 0.06% | +497+3.2% | Added |
| NBC Securities, Inc. | 16,263 | $149.0K | 0.01% | +7,475+85.1% | Added |
| Miracle Mile Advisors, LLC | 16,220 | $149.1K | 0.00% | +1,306+8.8% | Added |
| Talon Private Wealth, LLC | 16,500 | $151.6K | 0.02% | +2,500+17.9% | Added |
| Vanguard Capital Wealth Advisors | 16,500 | $151.6K | 0.15% | +3,500+26.9% | Added |
| AE Wealth Management LLC | 16,527 | $151.9K | 0.00% | +6,326+62.0% | Added |
| CTC Alternative Strategies, Ltd. | 16,600 | $152.6K | 0.13% | +16,600 | New |
| Navis Wealth Advisors, LLC | 17,000 | $156.2K | 0.13% | 00.0% | Unchanged |
| Diligent Investors, LLC | 17,076 | $156.9K | 0.04% | −19,939−53.9% | Reduced |
| Aptus Capital Advisors, LLC | 17,116 | $157.3K | 0.00% | −4,137−19.5% | Reduced |
| Private Trust Co NA | 17,669 | $162.4K | 0.02% | −1,484−7.7% | Reduced |
| WealthTrust Axiom LLC | 17,700 | $162.7K | 0.05% | −2,500−12.4% | Reduced |
| Capstone Investment Advisors, LLC | 17,844 | $164.0K | 0.00% | +17,844 | New |
| Parallax Volatility Advisers, L.P. | 17,865 | $164.2K | 0.01% | −164,430−90.2% | Reduced |
| Jane Street Group, LLC | 17,929 | $164.8K | 0.00% | −171,849−90.6% | Reduced |