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 |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 39,353 | $361.7K | 0.00% | −7,163−15.4% | Reduced |
| Principal Financial Group Inc | 39,559 | $363.5K | 0.00% | −2,751−6.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 41,136 | $378.0K | 0.05% | +41,136 | New |
| Sanctuary Advisors, LLC | 41,143 | $378.1K | 0.00% | −7,513−15.4% | Reduced |
| J. Safra Sarasin Holding AG | 42,000 | $386.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 42,522 | $390.8K | 0.00% | −13,810−24.5% | Reduced |
| Stephens Inc | 42,536 | $390.9K | 0.01% | +2,185+5.4% | Added |
| NEOS Investment Management LLC | 42,802 | $393.4K | 0.00% | +23,462+121.3% | Added |
| Strategic Financial Concepts, LLC | 42,919 | $394.4K | 0.06% | −417−1.0% | Reduced |
| IFG Advisory, LLC | 43,555 | $400.3K | 0.02% | −10,474−19.4% | Reduced |
| Harbour Investments, Inc. | 44,101 | $405.3K | 0.01% | +6,807+18.3% | Added |
| Sunbelt Securities, Inc. | 44,143 | $406.6K | 0.04% | +3,358+8.2% | Added |
| Yousif Capital Management, LLC | 44,958 | $413.2K | 0.00% | +2,910+6.9% | Added |
| QRG Capital Management, Inc. | 45,891 | $421.7K | 0.00% | −7,477−14.0% | Reduced |
| Amalgamated Bank | 45,942 | $422.0K | 0.00% | +135+0.3% | Added |
| First Foundation Advisors | 45,946 | $422.2K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 46,050 | $423.2K | 0.01% | +6,395+16.1% | Added |
| Wealthspire Advisors, LLC | 47,092 | $432.8K | 0.00% | +47,092 | New |
| KG&L Capital Management,LLC | 47,314 | $434.8K | 0.13% | +7,249+18.1% | Added |
| Beacon Pointe Advisors, LLC | 47,467 | $436.2K | 0.00% | +25,500+116.1% | Added |
| Triton Wealth Management, PLLC | 46,056 | $443.1K | 0.19% | +46,056 | New |
| Two Sigma Investments, LP | 49,252 | $452.6K | 0.00% | −166,905−77.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 50,217 | $461.5K | 0.15% | +50,217 | New |
| SCS Capital Management LLC | 50,603 | $465.0K | 0.01% | +1,975+4.1% | Added |
| Norden Group LLC | 50,757 | $466.5K | 0.05% | +19,638+63.1% | Added |
| DCM Advisors, LLC | 51,929 | $477.2K | 0.20% | +51,929 | New |
| Sherbrooke Park Advisers LLC | 52,169 | $479.4K | 0.21% | +41,811+403.7% | Added |
| Xponance, Inc. | 53,092 | $487.9K | 0.00% | +4,641+9.6% | Added |
| Wedmont Private Capital | 51,893 | $493.0K | 0.02% | −892−1.7% | Reduced |
| Prospera Financial Services Inc | 53,948 | $495.8K | 0.01% | +18,224+51.0% | Added |
| Maridea Wealth Management LLC | 54,484 | $500.7K | 0.13% | +1,978+3.8% | Added |
| Parisi Gray Wealth Management | 56,244 | $516.9K | 0.15% | +302+0.5% | Added |
| Fermata Advisors, LLC | 56,716 | $521.2K | 0.14% | +8,495+17.6% | Added |
| Wolverine Trading, LLC | 56,214 | $521.7K | 0.01% | −64,446−53.4% | Reduced |
| Triumph Capital Management | 58,409 | $536.8K | 0.16% | −22,615−27.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 59,035 | $542.5K | 0.15% | +25,935+78.4% | Added |
| Pure Financial Advisors, Inc. | 59,347 | $545.4K | 0.01% | +59,347 | New |
| CWM, LLC | 59,391 | $546.0K | 0.00% | +23,802+66.9% | Added |
| DoubleLine ETF Adviser LP | 60,127 | $552.6K | 0.18% | +8,678+16.9% | Added |
| Atria Wealth Solutions, Inc. | 60,180 | $559.8K | 0.01% | −384,080−86.5% | Reduced |
| Delphi Financial Group, Inc. | 62,500 | $574.4K | 0.40% | +62,500 | New |
| Equitable Holdings, Inc. | 62,763 | $576.8K | 0.00% | +29,969+91.4% | Added |
| Sterling Capital Management LLC | 63,069 | $579.6K | 0.01% | +14,992+31.2% | Added |
| Guidance Capital, Inc | 61,417 | $582.2K | 0.17% | −23,241−27.5% | Reduced |
| Global Assets Advisory, LLC | 63,620 | $594.2K | 0.23% | −113,799−64.1% | Reduced |
| Integrated Investment Consultants, LLC | 65,500 | $601.9K | 0.12% | +65,500 | New |
| Gotham Asset Management, LLC | 65,911 | $605.7K | 0.00% | +10,000+17.9% | Added |
| Aigen Investment Management, LP | 66,117 | $607.6K | 0.08% | +66,117 | New |
| Samalin Investment Counsel, LLC | 66,175 | $608.1K | 0.23% | +4,931+8.1% | Added |
| Toroso Investments, LLC | 66,367 | $609.9K | 0.00% | −6,054−8.4% | Reduced |
| MAI Capital Management | 67,245 | $618.0K | 0.00% | +1,206+1.8% | Added |
| Arkadios Wealth Advisors | 67,589 | $621.1K | 0.02% | +10,394+18.2% | Added |
| Rareview Capital LLC | 68,326 | $627.9K | 0.40% | −7,778−10.2% | Reduced |
| Wedbush Securities Inc | 68,519 | $630.0K | 0.02% | −18,407−21.2% | Reduced |
| Howard Financial Services, Ltd. | 69,038 | $634.5K | 0.08% | +13,272+23.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 69,153 | $635.5K | 0.00% | +19,298+38.7% | Added |
| Diversify Advisory Services, LLC | 68,007 | $643.3K | 0.02% | +57,887+572.0% | Added |
| Mariner, LLC | 70,009 | $643.4K | 0.00% | −15,925−18.5% | Reduced |
| Public Employees Retirement Association of Colorado | 71,525 | $657.0K | 0.00% | 00.0% | Unchanged |
| Innova Wealth Partners | 71,516 | $657.2K | 0.39% | +1,850+2.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 72,574 | $667.0K | 0.00% | −50,138−40.9% | Reduced |
| Bank of Montreal | 72,608 | $667.3K | 0.00% | +46,682+180.1% | Added |
| Kestra Private Wealth Services, LLC | 73,712 | $677.4K | 0.01% | +4,604+6.7% | Added |
| Prudential Financial Inc | 72,009 | $679.7K | 0.00% | +19,076+36.0% | Added |
| Centaurus Financial, Inc. | 74,055 | $681.0K | 0.04% | +43,350+141.2% | Added |
| Sullivan Wood Capital Management LLC | 73,400 | $683.4K | 1.42% | +73,400 | New |
| Jacobs Asset Management, LLC | 75,000 | $689.3K | 0.39% | −225,000−75.0% | Reduced |
| Savvy Advisors, Inc. | 75,030 | $689.5K | 0.05% | +3,318+4.6% | Added |
| Winebrenner Capital Management LLC | 76,200 | $700.3K | 0.56% | 00.0% | Unchanged |
| Principal Securities, Inc. | 76,516 | $703.2K | 0.01% | +18,657+32.2% | Added |
| Captrust Financial Advisors | 77,135 | $708.9K | 0.00% | +16,253+26.7% | Added |
| Firethorn Wealth Partners, LLC | 77,315 | $710.5K | 0.31% | −686−0.9% | Reduced |
| Clear Harbor Asset Management, LLC | 78,080 | $717.6K | 0.05% | +9,225+13.4% | Added |
| Cooper Financial Group | 78,311 | $719.7K | 0.08% | −7,839−9.1% | Reduced |
| Bridgefront Capital, LLC | 78,816 | $724.3K | 0.19% | +78,816 | New |
| Independent Advisor Alliance | 79,772 | $733.1K | 0.02% | +50,858+175.9% | Added |
| Nicholas Hoffman & Company, LLC. | 83,103 | $763.7K | 0.02% | +30,128+56.9% | Added |
| Simplify Asset Management Inc. | 86,000 | $790.3K | 0.05% | −235,550−73.3% | Reduced |
| Russell Investments Group, Ltd. | 86,844 | $798.5K | 0.00% | −286,642−76.7% | Reduced |
| Steadtrust LLC | 88,900 | $817.0K | 0.64% | +88,900 | New |
| Keybank National Association | 88,972 | $817.7K | 0.00% | −6,624−6.9% | Reduced |
| Walleye Capital LLC | 89,023 | $818.1K | 0.01% | +89,023 | New |
| New York Life Investment Management LLC | 95,728 | $879.7K | 0.01% | +981+1.0% | Added |
| Collar Capital Management, LLC | 97,466 | $895.7K | 0.75% | −150−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 97,470 | $895.7K | 0.10% | +16,568+20.5% | Added |
| Westend Capital Management, LLC | 102,183 | $939.1K | 0.29% | +8,035+8.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 104,719 | $962.4K | 0.00% | +5,741+5.8% | Added |
| Deutsche Bank AG | 105,378 | $968.4K | 0.00% | +22,804+27.6% | Added |
| Voya Investment Management LLC | 105,855 | $972.8K | 0.00% | −2,118−2.0% | Reduced |
| Sowell Financial Services LLC | 107,216 | $985.3K | 0.04% | +26,738+33.2% | Added |
| AlphaCore Capital LLC | 105,981 | $986.7K | 0.04% | +3,384+3.3% | Added |
| Fortitude Financial, LLC | 108,589 | $997.9K | 1.20% | +161+0.1% | Added |
| We Are One Seven, LLC | 109,315 | $1.00M | 0.03% | +90,511+481.3% | Added |
| Spears Abacus Advisors LLC | 109,540 | $1.01M | 0.02% | +76,040+227.0% | Added |
| Fortitude Advisory Group L.L.C. | 113,991 | $1.05M | 0.60% | +14,448+14.5% | Added |
| AXS Investments LLC | 115,383 | $1.06M | 0.43% | −26,145−18.5% | Reduced |
| SG Americas Securities, LLC | 118,061 | $1.08M | 0.00% | +5,134+4.5% | Added |
| Sigma Planning Corp | 118,432 | $1.09M | 0.03% | −18,687−13.6% | Reduced |
| Stableford Capital II LLC | 112,877 | $1.10M | 0.41% | +42,924+61.4% | Added |
| Astoria Portfolio Advisors LLC. | 114,609 | $1.10M | 0.31% | −1,679−1.4% | Reduced |