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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 14,607 | $134.2K | 0.00% | −252−1.7% | Reduced |
| Blair William & Co | 14,450 | $132.8K | 0.00% | +1,962+15.7% | Added |
| Oarsman Capital, Inc. | 14,397 | $132.3K | 0.02% | +3,520+32.4% | Added |
| EverSource Wealth Advisors, LLC | 14,278 | $131.2K | 0.01% | +1,924+15.6% | Added |
| Change Path, LLC | 14,100 | $129.6K | 0.00% | +114+0.8% | Added |
| Park Avenue Securities LLC | 13,799 | $127.0K | 0.00% | −18,376−57.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,804 | $126.9K | 0.03% | +193+1.4% | Added |
| TD Private Client Wealth LLC | 13,781 | $126.6K | 0.00% | −902−6.1% | Reduced |
| Level Four Advisory Services, LLC | 13,487 | $123.9K | 0.00% | +129+1.0% | Added |
| Manchester Financial Inc | 13,261 | $121.9K | 0.03% | +70+0.5% | Added |
| Headlands Technologies LLC | 13,180 | $121.1K | 0.01% | +13,180 | New |
| Signature Estate & Investment Advisors LLC | 13,002 | $119.5K | 0.00% | +13,002 | New |
| Hilton Capital Management, LLC | 13,000 | $119.5K | 0.01% | +13,000 | New |
| StoneX Group Inc. | 12,647 | $117.7K | 0.01% | +12,647 | New |
| O'Shaughnessy Asset Management, LLC | 12,742 | $117.1K | 0.00% | −167−1.3% | Reduced |
| Meeder Advisory Services, Inc. | 12,545 | $115.3K | 0.01% | +1,660+15.3% | Added |
| Winch Advisory Services, LLC | 12,544 | $115.3K | 0.03% | +497+4.1% | Added |
| WealthPLAN Partners, LLC | 12,485 | $114.7K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 12,425 | $114.2K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 12,418 | $114.1K | 0.00% | +4,135+49.9% | Added |
| Sonora Investment Management Group, LLC | 12,396 | $113.9K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 12,104 | $111.2K | 0.00% | +11,804+3,934.7% | Added |
| BTC Capital Management, Inc. | 12,000 | $110.3K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 11,993 | $110.2K | 0.03% | −1,327−10.0% | Reduced |
| Beacon Financial Advisory LLC | 11,953 | $109.9K | 0.03% | +11,953 | New |
| WMG Financial Advisors, LLC | 11,870 | $109.1K | 0.04% | +11,870 | New |
| BCO Wealth Management LLC | 11,790 | $108.3K | 0.08% | +11,790 | New |
| CWC Advisors, LLC. | 11,750 | $108.0K | 0.06% | +11,750 | New |
| Allianz Asset Management GmbH | 11,676 | $107.3K | 0.00% | −43,825−79.0% | Reduced |
| Greenwich Wealth Management LLC | 11,603 | $107.0K | 0.01% | +11,603 | New |
| New Age Alpha Advisors, LLC | 11,631 | $106.9K | 0.00% | +6,580+130.3% | Added |
| Ieq Capital, LLC | 11,399 | $104.8K | 0.00% | −3,749−24.7% | Reduced |
| Liberty Capital Management, Inc. | 11,300 | $103.8K | 0.02% | +11,300 | New |
| Cora Capital Advisors LLC | 11,200 | $102.9K | 0.05% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 11,142 | $102.4K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10,914 | $101.6K | 0.00% | +3,585+48.9% | Added |
| RFG Advisory, LLC | 10,744 | $98.7K | 0.00% | +10,744 | New |
| TownSquare Capital, LLC | 10,623 | $97.6K | 0.01% | −577,002−98.2% | Reduced |
| WealthPlan Investment Management, LLC | 10,583 | $97.3K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 10,565 | $97.1K | 0.00% | +10,565 | New |
| one8zero8, LLC | 10,500 | $96.5K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,263 | $95.6K | 0.00% | −882−7.9% | Reduced |
| Proffitt & Goodson Inc | 10,376 | $95.4K | 0.01% | 00.0% | Unchanged |
| Martin Worley Group | 10,290 | $94.6K | 0.05% | 00.0% | Unchanged |
| Essex LLC | 10,200 | $93.7K | 0.02% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,107 | $93.0K | 0.00% | +10,107 | New |
| Daymark Wealth Partners, LLC | 10,085 | $92.7K | 0.00% | +10,085 | New |
| Hantz Financial Services, Inc. | 8,475 | $78.0K | 0.00% | +8,475 | New |
| Nomura Asset Management Co Ltd | 8,100 | $74.4K | 0.00% | −19,000−70.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 8,000 | $74.0K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 7,635 | $70.2K | 0.02% | +7,635 | New |
| Cape Investment Advisory, Inc. | 7,493 | $68.9K | 0.03% | +4,019+115.7% | Added |
| First Community Trust NA | 7,300 | $67.1K | 0.05% | +7,300 | New |
| Front Row Advisors LLC | 7,000 | $65.2K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6,556 | $60.3K | 0.05% | +1,353+26.0% | Added |
| CoreCap Advisors, LLC | 6,278 | $57.7K | 0.00% | +1,609+34.5% | Added |
| Ameritas Investment Partners, Inc. | 6,000 | $55.1K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,160 | $54.2K | 0.05% | +1,130+109.7% | Added |
| Painted Porch Advisors LLC | 5,582 | $51.3K | 0.02% | +5,382+2,691.0% | 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 |
| LRI Investments, LLC | 5,496 | $50.5K | 0.00% | +1,569+40.0% | Added |
| Newbridge Financial Services Group, Inc. | 5,250 | $48.2K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 5,166 | $47.5K | 0.02% | +1,549+42.8% | Added |
| GPS Wealth Strategies Group, LLC | 5,115 | $47.0K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 5,000 | $46.0K | 0.03% | +5,000 | New |
| Huntington National Bank | 4,918 | $45.2K | 0.00% | +1,199+32.2% | Added |
| Skopos Labs, Inc. | 4,582 | $42.1K | 0.01% | −3,406−42.6% | Reduced |
| Clear Street Markets LLC | 4,400 | $40.4K | 0.01% | −2,500−36.2% | Reduced |
| Rossby Financial, LCC | 4,309 | $39.6K | 0.01% | +31+0.7% | Added |
| Spire Wealth Management | 4,059 | $37.3K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 4,000 | $36.8K | 0.03% | +4,000 | New |
| Salem Investment Counselors Inc | 3,754 | $35.0K | 0.00% | +319+9.3% | Added |
| Bogart Wealth, LLC | 3,650 | $33.5K | 0.00% | +1,600+78.0% | Added |
| Trust Co of Vermont | 3,629 | $33.4K | 0.00% | +3,300+1,003.0% | Added |
| Jones Financial Companies LLLP | 3,222 | $29.9K | 0.00% | −2,007−38.4% | Reduced |
| GeoWealth Management, LLC | 3,162 | $29.1K | 0.00% | +3,162 | New |
| GAMMA Investing LLC | 3,004 | $27.6K | 0.00% | +108+3.7% | Added |
| N.E.W. Advisory Services LLC | 3,000 | $27.6K | 0.00% | +100+3.4% | Added |
| Alerus Financial NA | 2,930 | $26.9K | 0.00% | +2,930 | New |
| Farther Finance Advisors, LLC | 2,922 | $26.8K | 0.00% | +678+30.2% | Added |
| Fourth Dimension Wealth, LLC | 2,800 | $25.7K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 2,764 | $25.4K | 0.01% | +2,185+377.4% | Added |
| Johnson Financial Group, Inc. | 2,681 | $25.0K | 0.00% | −3,131−53.9% | Reduced |
| TCTC Holdings, LLC | 2,712 | $24.9K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 2,500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 2,425 | $22.3K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,392 | $22.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,355 | $21.6K | 0.01% | +1,760+295.8% | Added |
| Larson Financial Group LLC | 2,180 | $20.0K | 0.00% | −1,111−33.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,065 | $19.0K | 0.00% | −5,192−71.5% | Reduced |
| Financial Perspectives, Inc | 2,020 | $18.6K | 0.01% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 2,000 | $18.4K | 0.02% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 1,984 | $18.2K | 0.00% | +1,984 | New |
| Activest Wealth Management | 1,983 | $18.2K | 0.00% | +282+16.6% | Added |
| Whittier Trust Co | 1,751 | $16.1K | 0.00% | +1,751 | New |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $15.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,692 | $15.6K | 0.00% | +17+1.0% | Added |
| National Bank of Canada | 1,675 | $15.4K | 0.00% | −425−20.2% | Reduced |
| Financial Connections Group, Inc. | 1,642 | $15.0K | 0.01% | +66+4.2% | Added |