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 |
|---|---|---|---|---|---|
| Collaborative Wealth Managment Inc. | 18,090 | $166.2K | 0.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18,111 | $166.4K | 0.01% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 17,872 | $166.9K | 0.01% | +3,365+23.2% | Added |
| Cary Street Partners Financial LLC | 18,187 | $167.1K | 0.00% | −9,126−33.4% | Reduced |
| EP Wealth Advisors, LLC | 18,269 | $167.9K | 0.00% | −7,966−30.4% | Reduced |
| DnB Asset Management AS | 18,342 | $168.6K | 0.00% | +2,010+12.3% | Added |
| Gilman Hill Asset Management, LLC | 18,500 | $170.0K | 0.03% | +8,000+76.2% | Added |
| Cornerstone Select Advisors, LLC | 18,537 | $170.4K | 0.15% | +6,761+57.4% | Added |
| Cerity Partners LLC | 18,507 | $170.9K | 0.00% | −12,465−40.2% | Reduced |
| One Charles Private Wealth Services, LLC | 18,741 | $172.2K | 0.05% | +18,741 | New |
| Financial Gravity Companies, Inc. | 18,760 | $172.4K | 0.03% | +18,760 | New |
| 180 Wealth Advisors, LLC | 18,959 | $174.2K | 0.02% | +1,820+10.6% | Added |
| Apollon Wealth Management, LLC | 19,520 | $179.4K | 0.00% | +19,520 | New |
| Weaver Consulting Group | 19,527 | $179.5K | 0.05% | +4,166+27.1% | Added |
| Portside Wealth Group, LLC | 19,810 | $182.1K | 0.03% | +259+1.3% | Added |
| Geneos Wealth Management Inc. | 19,835 | $182.3K | 0.00% | −1,196−5.7% | Reduced |
| SummitTX Capital, L.P. | 19,851 | $182.4K | 0.01% | −119,962−85.8% | Reduced |
| Fidelis Capital Partners, LLC | 19,476 | $183.5K | 0.02% | −2,202−10.2% | Reduced |
| Leonteq Securities AG | 20,000 | $183.8K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 19,799 | $184.2K | 0.00% | −2,104−9.6% | Reduced |
| Quantitative Investment Management, LLC | 20,202 | $185.0K | 0.02% | +20,202 | New |
| Insight Advisors, LLC | 20,164 | $185.3K | 0.03% | +5,000+33.0% | Added |
| IFP Advisors, Inc | 18,504 | $187.7K | 0.01% | +12,025+185.6% | Added |
| Compass Financial Group, INC | 20,437 | $187.8K | 0.03% | −939−4.4% | Reduced |
| Mutual Advisors, LLC | 19,381 | $188.2K | 0.00% | +141+0.7% | Added |
| IHT Wealth Management, LLC | 20,740 | $190.6K | 0.01% | +20,740 | New |
| Blueshift Asset Management, LLC | 20,809 | $191.2K | 0.06% | +20,809 | New |
| Fisher Asset Management, LLC | 20,817 | $191.3K | 0.00% | −19,721−48.6% | Reduced |
| Paragon Capital Management Ltd | 20,819 | $191.3K | 0.03% | −11,446−35.5% | Reduced |
| Perigon Wealth Management, LLC | 21,355 | $196.3K | 0.00% | +8,906+71.5% | Added |
| Dynamic Advisor Solutions LLC | 21,651 | $199.0K | 0.01% | −45,920−68.0% | Reduced |
| Brinker Capital Investments, LLC | 21,798 | $200.3K | 0.00% | +7,026+47.6% | Added |
| CIBC Asset Management Inc | 21,819 | $200.5K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 21,955 | $201.4K | 0.00% | −40,527−64.9% | Reduced |
| Benjamin Edwards Inc | 22,430 | $206.1K | 0.00% | +72+0.3% | Added |
| Horan Securities, Inc. | 22,522 | $207.0K | 0.07% | +2,366+11.7% | Added |
| IMC-Chicago, LLC | 22,640 | $208.1K | 0.01% | −162,565−87.8% | Reduced |
| Armstrong Advisory Group, Inc | 22,734 | $208.9K | 0.02% | +4,229+22.9% | Added |
| Atria Investments LLC | 22,737 | $209.0K | 0.00% | +3,109+15.8% | Added |
| Covestor Ltd | 22,787 | $209.0K | 0.12% | +11,418+100.4% | Added |
| Summit Trail Advisors, LLC | 22,510 | $209.5K | 0.00% | −4,100−15.4% | Reduced |
| Brookstone Capital Management | 22,885 | $210.3K | 0.00% | −71,983−75.9% | Reduced |
| Resources Investment Advisors, LLC. | 23,033 | $211.7K | 0.00% | +1,980+9.4% | Added |
| AA Financial Advisors, LLC | 23,091 | $212.2K | 0.05% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 23,121 | $212.5K | 0.31% | +23,121 | New |
| Federation des caisses Desjardins du Quebec | 23,600 | $216.9K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 23,647 | $217.3K | 0.01% | −97,216−80.4% | Reduced |
| Swiss Life Asset Management Ltd | 23,652 | $217.4K | 0.00% | +9,937+72.5% | Added |
| PVG Asset Management Corp | 23,852 | $219.2K | 0.75% | +2,885+13.8% | Added |
| Kingstone Capital Partners Texas, LLC | 24,817 | $228.0K | 0.15% | +5,622+29.3% | Added |
| Truist Financial Corp | 24,988 | $229.6K | 0.00% | +5,942+31.2% | Added |
| Lazari Capital Management, Inc. | 25,105 | $230.7K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 25,191 | $231.5K | 0.00% | +3,794+17.7% | Added |
| D.A. Davidson & Co. | 25,462 | $234.0K | 0.00% | +2,001+8.5% | Added |
| Capital Advisors Inc | 25,634 | $235.6K | 0.00% | −3,027−10.6% | Reduced |
| HighPoint Advisor Group LLC | 25,673 | $235.9K | 0.01% | +25,673 | New |
| Wealthcare Advisory Partners LLC | 25,693 | $236.1K | 0.01% | +5,702+28.5% | Added |
| Consolidated Portfolio Review Corp | 25,934 | $238.3K | 0.03% | −82,984−76.2% | Reduced |
| Greenland Capital Management LP | 26,144 | $240.3K | 0.03% | −143,856−84.6% | Reduced |
| CFO4Life Group, LLC | 26,167 | $240.5K | 0.04% | −344−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 26,509 | $243.6K | 0.01% | −11,600−30.4% | Reduced |
| KBC Group NV | 26,768 | $246.0K | 0.00% | −6,630−19.9% | Reduced |
| Fiduciary Alliance LLC | 26,776 | $246.1K | 0.02% | +26,776 | New |
| GWM Advisors LLC | 27,060 | $248.7K | 0.00% | +2,119+8.5% | Added |
| Aspen Wealth Strategies, LLC | 27,074 | $248.8K | 0.15% | +6,661+32.6% | Added |
| Nwam LLC | 26,626 | $251.0K | 0.01% | +7,214+37.2% | Added |
| Joel Isaacson & Co., LLC | 27,622 | $253.8K | 0.01% | +7,956+40.5% | Added |
| Atomi Financial Group, Inc. | 28,224 | $259.4K | 0.01% | +3,097+12.3% | Added |
| LaSalle St. Investment Advisors, LLC | 28,449 | $261.0K | 0.07% | +235+0.8% | Added |
| Bullseye Investment Management, LLC | 27,409 | $262.6K | 0.16% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 28,600 | $262.8K | 0.25% | +28,600 | New |
| Bluefin Capital Management, LLC | 28,700 | $263.8K | 0.20% | +28,700 | New |
| CI Private Wealth, LLC | 28,983 | $266.4K | 0.00% | −32,349−52.7% | Reduced |
| Avantax Planning Partners, Inc. | 29,955 | $275.3K | 0.01% | +16,350+120.2% | Added |
| Prime Capital Investment Advisors, LLC | 30,338 | $278.8K | 0.00% | +4,093+15.6% | Added |
| Angel Oak Capital Advisors, LLC | 30,500 | $280.3K | 0.40% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 30,512 | $280.4K | 0.01% | +30,512 | New |
| Holocene Advisors, LP | 31,087 | $285.7K | 0.00% | +31,087 | New |
| Abel Hall, LLC | 31,132 | $286.1K | 0.13% | +31,132 | New |
| Nebula Research & Development LLC | 31,141 | $286.2K | 0.02% | +31,141 | New |
| Parallel Advisors, LLC | 31,997 | $294.1K | 0.01% | −26,218−45.0% | Reduced |
| Magnus Financial Group LLC | 32,172 | $295.7K | 0.03% | +1,384+4.5% | Added |
| Legacy Capital Wealth Partners, LLC | 33,213 | $305.2K | 0.07% | +4,994+17.7% | Added |
| Mercer Global Advisors Inc | 33,472 | $307.6K | 0.00% | −9,048−21.3% | Reduced |
| Redwood Investment Management, LLC | 33,464 | $308.0K | 0.03% | +280+0.8% | Added |
| Baker Avenue Asset Management, LP | 33,592 | $308.7K | 0.01% | +30.0% | Added |
| Everence Capital Management Inc | 33,700 | $310.0K | 0.02% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 34,367 | $315.8K | 0.02% | +114+0.3% | Added |
| Castleview Partners, LLC | 34,786 | $319.7K | 0.21% | +391+1.1% | Added |
| Global Retirement Partners, LLC | 35,402 | $325.3K | 0.01% | +35,402 | New |
| Engineers Gate Manager LP | 35,494 | $326.2K | 0.00% | −161,853−82.0% | Reduced |
| Intrua Financial, LLC | 36,171 | $332.4K | 0.05% | +36,171 | New |
| Vident Advisory, LLC | 36,964 | $339.7K | 0.00% | +20,719+127.5% | Added |
| Oppenheimer & Co Inc | 37,276 | $342.6K | 0.00% | +37,276 | New |
| HSBC Holdings PLC | 37,642 | $345.8K | 0.00% | +13,793+57.8% | Added |
| Stratos Wealth Partners, LTD. | 37,991 | $349.1K | 0.00% | +19,129+101.4% | Added |
| American Assets Capital Advisers, LLC | 38,019 | $349.4K | 0.35% | −392,853−91.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 38,510 | $353.9K | 0.04% | +6,282+19.5% | Added |
| Regions Financial Corp | 39,000 | $358.4K | 0.00% | +2,886+8.0% | Added |
| Genesis Wealth Advisors, LLC | 39,066 | $359.0K | 0.27% | +24,417+166.7% | Added |