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 |
|---|---|---|---|---|---|
| Jacobs Asset Management, LLC | 75,000 | $689.3K | 0.39% | −225,000−75.0% | Reduced |
| Sullivan Wood Capital Management LLC | 73,400 | $683.4K | 1.42% | +73,400 | New |
| Centaurus Financial, Inc. | 74,055 | $681.0K | 0.04% | +43,350+141.2% | Added |
| Prudential Financial Inc | 72,009 | $679.7K | 0.00% | +19,076+36.0% | Added |
| Kestra Private Wealth Services, LLC | 73,712 | $677.4K | 0.01% | +4,604+6.7% | Added |
| Bank of Montreal | 72,608 | $667.3K | 0.00% | +46,682+180.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 72,574 | $667.0K | 0.00% | −50,138−40.9% | Reduced |
| Innova Wealth Partners | 71,516 | $657.2K | 0.39% | +1,850+2.7% | Added |
| Public Employees Retirement Association of Colorado | 71,525 | $657.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 70,009 | $643.4K | 0.00% | −15,925−18.5% | Reduced |
| Diversify Advisory Services, LLC | 68,007 | $643.3K | 0.02% | +57,887+572.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 69,153 | $635.5K | 0.00% | +19,298+38.7% | Added |
| Howard Financial Services, Ltd. | 69,038 | $634.5K | 0.08% | +13,272+23.8% | Added |
| Wedbush Securities Inc | 68,519 | $630.0K | 0.02% | −18,407−21.2% | Reduced |
| Rareview Capital LLC | 68,326 | $627.9K | 0.40% | −7,778−10.2% | Reduced |
| Arkadios Wealth Advisors | 67,589 | $621.1K | 0.02% | +10,394+18.2% | Added |
| MAI Capital Management | 67,245 | $618.0K | 0.00% | +1,206+1.8% | Added |
| Toroso Investments, LLC | 66,367 | $609.9K | 0.00% | −6,054−8.4% | Reduced |
| Samalin Investment Counsel, LLC | 66,175 | $608.1K | 0.23% | +4,931+8.1% | Added |
| Aigen Investment Management, LP | 66,117 | $607.6K | 0.08% | +66,117 | New |
| Gotham Asset Management, LLC | 65,911 | $605.7K | 0.00% | +10,000+17.9% | Added |
| Integrated Investment Consultants, LLC | 65,500 | $601.9K | 0.12% | +65,500 | New |
| Global Assets Advisory, LLC | 63,620 | $594.2K | 0.23% | −113,799−64.1% | Reduced |
| Guidance Capital, Inc | 61,417 | $582.2K | 0.17% | −23,241−27.5% | Reduced |
| Sterling Capital Management LLC | 63,069 | $579.6K | 0.01% | +14,992+31.2% | Added |
| Equitable Holdings, Inc. | 62,763 | $576.8K | 0.00% | +29,969+91.4% | Added |
| Delphi Financial Group, Inc. | 62,500 | $574.4K | 0.40% | +62,500 | New |
| Atria Wealth Solutions, Inc. | 60,180 | $559.8K | 0.01% | −384,080−86.5% | Reduced |
| DoubleLine ETF Adviser LP | 60,127 | $552.6K | 0.18% | +8,678+16.9% | Added |
| CWM, LLC | 59,391 | $546.0K | 0.00% | +23,802+66.9% | Added |
| Pure Financial Advisors, Inc. | 59,347 | $545.4K | 0.01% | +59,347 | New |
| Catalyst Funds Management Pty Ltd | 59,035 | $542.5K | 0.15% | +25,935+78.4% | Added |
| Triumph Capital Management | 58,409 | $536.8K | 0.16% | −22,615−27.9% | Reduced |
| Wolverine Trading, LLC | 56,214 | $521.7K | 0.01% | −64,446−53.4% | Reduced |
| Fermata Advisors, LLC | 56,716 | $521.2K | 0.14% | +8,495+17.6% | Added |
| Parisi Gray Wealth Management | 56,244 | $516.9K | 0.15% | +302+0.5% | Added |
| Maridea Wealth Management LLC | 54,484 | $500.7K | 0.13% | +1,978+3.8% | Added |
| Prospera Financial Services Inc | 53,948 | $495.8K | 0.01% | +18,224+51.0% | Added |
| Wedmont Private Capital | 51,893 | $493.0K | 0.02% | −892−1.7% | Reduced |
| Xponance, Inc. | 53,092 | $487.9K | 0.00% | +4,641+9.6% | Added |
| Sherbrooke Park Advisers LLC | 52,169 | $479.4K | 0.21% | +41,811+403.7% | Added |
| DCM Advisors, LLC | 51,929 | $477.2K | 0.20% | +51,929 | New |
| Norden Group LLC | 50,757 | $466.5K | 0.05% | +19,638+63.1% | Added |
| SCS Capital Management LLC | 50,603 | $465.0K | 0.01% | +1,975+4.1% | Added |
| Warren Street Wealth Advisors, LLC | 50,217 | $461.5K | 0.15% | +50,217 | New |
| Two Sigma Investments, LP | 49,252 | $452.6K | 0.00% | −166,905−77.2% | Reduced |
| Triton Wealth Management, PLLC | 46,056 | $443.1K | 0.19% | +46,056 | New |
| Beacon Pointe Advisors, LLC | 47,467 | $436.2K | 0.00% | +25,500+116.1% | Added |
| KG&L Capital Management,LLC | 47,314 | $434.8K | 0.13% | +7,249+18.1% | Added |
| Wealthspire Advisors, LLC | 47,092 | $432.8K | 0.00% | +47,092 | New |
| Maryland State Retirement & Pension System | 46,050 | $423.2K | 0.01% | +6,395+16.1% | Added |
| First Foundation Advisors | 45,946 | $422.2K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 45,942 | $422.0K | 0.00% | +135+0.3% | Added |
| QRG Capital Management, Inc. | 45,891 | $421.7K | 0.00% | −7,477−14.0% | Reduced |
| Yousif Capital Management, LLC | 44,958 | $413.2K | 0.00% | +2,910+6.9% | Added |
| Sunbelt Securities, Inc. | 44,143 | $406.6K | 0.04% | +3,358+8.2% | Added |
| Harbour Investments, Inc. | 44,101 | $405.3K | 0.01% | +6,807+18.3% | Added |
| IFG Advisory, LLC | 43,555 | $400.3K | 0.02% | −10,474−19.4% | Reduced |
| Strategic Financial Concepts, LLC | 42,919 | $394.4K | 0.06% | −417−1.0% | Reduced |
| NEOS Investment Management LLC | 42,802 | $393.4K | 0.00% | +23,462+121.3% | Added |
| Stephens Inc | 42,536 | $390.9K | 0.01% | +2,185+5.4% | Added |
| JustInvest LLC | 42,522 | $390.8K | 0.00% | −13,810−24.5% | Reduced |
| J. Safra Sarasin Holding AG | 42,000 | $386.0K | 0.01% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 41,143 | $378.1K | 0.00% | −7,513−15.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 41,136 | $378.0K | 0.05% | +41,136 | New |
| Principal Financial Group Inc | 39,559 | $363.5K | 0.00% | −2,751−6.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,353 | $361.7K | 0.00% | −7,163−15.4% | Reduced |
| Genesis Wealth Advisors, LLC | 39,066 | $359.0K | 0.27% | +24,417+166.7% | Added |
| Regions Financial Corp | 39,000 | $358.4K | 0.00% | +2,886+8.0% | Added |
| Infrastructure Capital Advisors, LLC | 38,510 | $353.9K | 0.04% | +6,282+19.5% | Added |
| American Assets Capital Advisers, LLC | 38,019 | $349.4K | 0.35% | −392,853−91.2% | Reduced |
| Stratos Wealth Partners, LTD. | 37,991 | $349.1K | 0.00% | +19,129+101.4% | Added |
| HSBC Holdings PLC | 37,642 | $345.8K | 0.00% | +13,793+57.8% | Added |
| Oppenheimer & Co Inc | 37,276 | $342.6K | 0.00% | +37,276 | New |
| Vident Advisory, LLC | 36,964 | $339.7K | 0.00% | +20,719+127.5% | Added |
| Intrua Financial, LLC | 36,171 | $332.4K | 0.05% | +36,171 | New |
| Engineers Gate Manager LP | 35,494 | $326.2K | 0.00% | −161,853−82.0% | Reduced |
| Global Retirement Partners, LLC | 35,402 | $325.3K | 0.01% | +35,402 | New |
| Castleview Partners, LLC | 34,786 | $319.7K | 0.21% | +391+1.1% | Added |
| Frank, Rimerman Advisors LLC | 34,367 | $315.8K | 0.02% | +114+0.3% | Added |
| Everence Capital Management Inc | 33,700 | $310.0K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33,592 | $308.7K | 0.01% | +30.0% | Added |
| Redwood Investment Management, LLC | 33,464 | $308.0K | 0.03% | +280+0.8% | Added |
| Mercer Global Advisors Inc | 33,472 | $307.6K | 0.00% | −9,048−21.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 33,213 | $305.2K | 0.07% | +4,994+17.7% | Added |
| Magnus Financial Group LLC | 32,172 | $295.7K | 0.03% | +1,384+4.5% | Added |
| Parallel Advisors, LLC | 31,997 | $294.1K | 0.01% | −26,218−45.0% | Reduced |
| Nebula Research & Development LLC | 31,141 | $286.2K | 0.02% | +31,141 | New |
| Abel Hall, LLC | 31,132 | $286.1K | 0.13% | +31,132 | New |
| Holocene Advisors, LP | 31,087 | $285.7K | 0.00% | +31,087 | New |
| Ameritas Advisory Services, LLC | 30,512 | $280.4K | 0.01% | +30,512 | New |
| Angel Oak Capital Advisors, LLC | 30,500 | $280.3K | 0.40% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 30,338 | $278.8K | 0.00% | +4,093+15.6% | Added |
| Avantax Planning Partners, Inc. | 29,955 | $275.3K | 0.01% | +16,350+120.2% | Added |
| CI Private Wealth, LLC | 28,983 | $266.4K | 0.00% | −32,349−52.7% | Reduced |
| Bluefin Capital Management, LLC | 28,700 | $263.8K | 0.20% | +28,700 | New |
| Vision Financial Markets LLC | 28,600 | $262.8K | 0.25% | +28,600 | New |
| Bullseye Investment Management, LLC | 27,409 | $262.6K | 0.16% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 28,449 | $261.0K | 0.07% | +235+0.8% | Added |
| Atomi Financial Group, Inc. | 28,224 | $259.4K | 0.01% | +3,097+12.3% | Added |