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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 27,622 | $253.8K | 0.01% | +7,956+40.5% | Added |
| Nwam LLC | 26,626 | $251.0K | 0.01% | +7,214+37.2% | Added |
| Aspen Wealth Strategies, LLC | 27,074 | $248.8K | 0.15% | +6,661+32.6% | Added |
| GWM Advisors LLC | 27,060 | $248.7K | 0.00% | +2,119+8.5% | Added |
| Fiduciary Alliance LLC | 26,776 | $246.1K | 0.02% | +26,776 | New |
| KBC Group NV | 26,768 | $246.0K | 0.00% | −6,630−19.9% | Reduced |
| Tower Research Capital LLC (TRC) | 26,509 | $243.6K | 0.01% | −11,600−30.4% | Reduced |
| CFO4Life Group, LLC | 26,167 | $240.5K | 0.04% | −344−1.3% | Reduced |
| Greenland Capital Management LP | 26,144 | $240.3K | 0.03% | −143,856−84.6% | Reduced |
| Consolidated Portfolio Review Corp | 25,934 | $238.3K | 0.03% | −82,984−76.2% | Reduced |
| Wealthcare Advisory Partners LLC | 25,693 | $236.1K | 0.01% | +5,702+28.5% | Added |
| HighPoint Advisor Group LLC | 25,673 | $235.9K | 0.01% | +25,673 | New |
| Capital Advisors Inc | 25,634 | $235.6K | 0.00% | −3,027−10.6% | Reduced |
| D.A. Davidson & Co. | 25,462 | $234.0K | 0.00% | +2,001+8.5% | Added |
| Foundations Investment Advisors, LLC | 25,191 | $231.5K | 0.00% | +3,794+17.7% | Added |
| Lazari Capital Management, Inc. | 25,105 | $230.7K | 0.09% | 00.0% | Unchanged |
| Truist Financial Corp | 24,988 | $229.6K | 0.00% | +5,942+31.2% | Added |
| Kingstone Capital Partners Texas, LLC | 24,817 | $228.0K | 0.15% | +5,622+29.3% | Added |
| PVG Asset Management Corp | 23,852 | $219.2K | 0.75% | +2,885+13.8% | Added |
| Swiss Life Asset Management Ltd | 23,652 | $217.4K | 0.00% | +9,937+72.5% | Added |
| National Asset Management, Inc. | 23,647 | $217.3K | 0.01% | −97,216−80.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,600 | $216.9K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 23,121 | $212.5K | 0.31% | +23,121 | New |
| AA Financial Advisors, LLC | 23,091 | $212.2K | 0.05% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 23,033 | $211.7K | 0.00% | +1,980+9.4% | Added |
| Brookstone Capital Management | 22,885 | $210.3K | 0.00% | −71,983−75.9% | Reduced |
| Summit Trail Advisors, LLC | 22,510 | $209.5K | 0.00% | −4,100−15.4% | Reduced |
| Covestor Ltd | 22,787 | $209.0K | 0.12% | +11,418+100.4% | Added |
| Atria Investments LLC | 22,737 | $209.0K | 0.00% | +3,109+15.8% | Added |
| Armstrong Advisory Group, Inc | 22,734 | $208.9K | 0.02% | +4,229+22.9% | Added |
| IMC-Chicago, LLC | 22,640 | $208.1K | 0.01% | −162,565−87.8% | Reduced |
| Horan Securities, Inc. | 22,522 | $207.0K | 0.07% | +2,366+11.7% | Added |
| Benjamin Edwards Inc | 22,430 | $206.1K | 0.00% | +72+0.3% | Added |
| M&T Bank Corp | 21,955 | $201.4K | 0.00% | −40,527−64.9% | Reduced |
| CIBC Asset Management Inc | 21,819 | $200.5K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 21,798 | $200.3K | 0.00% | +7,026+47.6% | Added |
| Dynamic Advisor Solutions LLC | 21,651 | $199.0K | 0.01% | −45,920−68.0% | Reduced |
| Perigon Wealth Management, LLC | 21,355 | $196.3K | 0.00% | +8,906+71.5% | Added |
| Paragon Capital Management Ltd | 20,819 | $191.3K | 0.03% | −11,446−35.5% | Reduced |
| Fisher Asset Management, LLC | 20,817 | $191.3K | 0.00% | −19,721−48.6% | Reduced |
| Blueshift Asset Management, LLC | 20,809 | $191.2K | 0.06% | +20,809 | New |
| IHT Wealth Management, LLC | 20,740 | $190.6K | 0.01% | +20,740 | New |
| Mutual Advisors, LLC | 19,381 | $188.2K | 0.00% | +141+0.7% | Added |
| Compass Financial Group, INC | 20,437 | $187.8K | 0.03% | −939−4.4% | Reduced |
| IFP Advisors, Inc | 18,504 | $187.7K | 0.01% | +12,025+185.6% | Added |
| Insight Advisors, LLC | 20,164 | $185.3K | 0.03% | +5,000+33.0% | Added |
| Quantitative Investment Management, LLC | 20,202 | $185.0K | 0.02% | +20,202 | New |
| RSM US Wealth Management LLC | 19,799 | $184.2K | 0.00% | −2,104−9.6% | Reduced |
| Leonteq Securities AG | 20,000 | $183.8K | 0.01% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 19,476 | $183.5K | 0.02% | −2,202−10.2% | Reduced |
| SummitTX Capital, L.P. | 19,851 | $182.4K | 0.01% | −119,962−85.8% | Reduced |
| Geneos Wealth Management Inc. | 19,835 | $182.3K | 0.00% | −1,196−5.7% | Reduced |
| Portside Wealth Group, LLC | 19,810 | $182.1K | 0.03% | +259+1.3% | Added |
| Weaver Consulting Group | 19,527 | $179.5K | 0.05% | +4,166+27.1% | Added |
| Apollon Wealth Management, LLC | 19,520 | $179.4K | 0.00% | +19,520 | New |
| 180 Wealth Advisors, LLC | 18,959 | $174.2K | 0.02% | +1,820+10.6% | Added |
| Financial Gravity Companies, Inc. | 18,760 | $172.4K | 0.03% | +18,760 | New |
| One Charles Private Wealth Services, LLC | 18,741 | $172.2K | 0.05% | +18,741 | New |
| Cerity Partners LLC | 18,507 | $170.9K | 0.00% | −12,465−40.2% | Reduced |
| Cornerstone Select Advisors, LLC | 18,537 | $170.4K | 0.15% | +6,761+57.4% | Added |
| Gilman Hill Asset Management, LLC | 18,500 | $170.0K | 0.03% | +8,000+76.2% | Added |
| DnB Asset Management AS | 18,342 | $168.6K | 0.00% | +2,010+12.3% | Added |
| EP Wealth Advisors, LLC | 18,269 | $167.9K | 0.00% | −7,966−30.4% | Reduced |
| Cary Street Partners Financial LLC | 18,187 | $167.1K | 0.00% | −9,126−33.4% | Reduced |
| Traynor Capital Management, Inc. | 17,872 | $166.9K | 0.01% | +3,365+23.2% | Added |
| Creative Financial Designs Inc | 18,111 | $166.4K | 0.01% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 18,090 | $166.2K | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,929 | $164.8K | 0.00% | −171,849−90.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 17,865 | $164.2K | 0.01% | −164,430−90.2% | Reduced |
| Capstone Investment Advisors, LLC | 17,844 | $164.0K | 0.00% | +17,844 | New |
| WealthTrust Axiom LLC | 17,700 | $162.7K | 0.05% | −2,500−12.4% | Reduced |
| Private Trust Co NA | 17,669 | $162.4K | 0.02% | −1,484−7.7% | Reduced |
| Aptus Capital Advisors, LLC | 17,116 | $157.3K | 0.00% | −4,137−19.5% | Reduced |
| Diligent Investors, LLC | 17,076 | $156.9K | 0.04% | −19,939−53.9% | Reduced |
| Navis Wealth Advisors, LLC | 17,000 | $156.2K | 0.13% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 16,600 | $152.6K | 0.13% | +16,600 | New |
| AE Wealth Management LLC | 16,527 | $151.9K | 0.00% | +6,326+62.0% | 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 |
| Miracle Mile Advisors, LLC | 16,220 | $149.1K | 0.00% | +1,306+8.8% | Added |
| NBC Securities, Inc. | 16,263 | $149.0K | 0.01% | +7,475+85.1% | Added |
| New Wave Wealth Advisors LLC | 16,210 | $149.0K | 0.06% | +497+3.2% | Added |
| Mission Wealth Management, LP | 16,146 | $148.4K | 0.00% | +34+0.2% | Added |
| Guardian Wealth Advisors, LLC | 16,101 | $148.0K | 0.01% | −4,618−22.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 16,000 | $147.0K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 15,848 | $145.6K | 0.00% | −5,997−27.5% | Reduced |
| Brighton Jones LLC | 15,800 | $145.2K | 0.00% | +1,064+7.2% | Added |
| MetLife Investment Management | 15,783 | $145.0K | 0.00% | +235+1.5% | Added |
| Warren Averett Asset Management, LLC | 15,699 | $144.3K | 0.00% | +499+3.3% | Added |
| Motiv8 Investments LLC | 15,687 | $144.2K | 0.09% | +249+1.6% | Added |
| Eight 31 Financial LLC | 15,608 | $143.4K | 0.09% | +15,608 | New |
| O'Rourke & Company, Inc | 15,583 | $143.2K | 0.07% | +212+1.4% | Added |
| JBR Co Financial Management Inc | 15,252 | $140.2K | 0.07% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 15,166 | $139.4K | 0.07% | −3,501−18.8% | Reduced |
| HB Wealth Management, LLC | 15,098 | $138.8K | 0.00% | −218−1.4% | 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 |
| BLB&B Advisors, LLC | 14,805 | $136.1K | 0.01% | −2,000−11.9% | Reduced |
| Merit Financial Group, LLC | 14,804 | $136.1K | 0.00% | +14,804 | New |
| The PNC Financial Services Group, Inc. | 14,671 | $134.8K | 0.00% | −2,844−16.2% | Reduced |