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 |
|---|---|---|---|---|---|
| Aventura Private Wealth, LLC | 1,500 | $13.8K | 0.01% | +291+24.1% | Added |
| Massmutual Trust Co FSB | 1,455 | $13.4K | 0.00% | +800+122.1% | Added |
| South State Corp. | 1,400 | $12.9K | 0.00% | −5,890−80.8% | Reduced |
| Parkside Financial Bank & Trust | 1,393 | $12.8K | 0.00% | −4,200−75.1% | Reduced |
| Bell Investment Advisors, Inc | 1,373 | $12.6K | 0.00% | +371+37.0% | Added |
| Bryn Mawr Trust Co | 1,346 | $12.4K | 0.00% | +1,346 | New |
| Broadwater Capital Management LLC | 12,131 | $12.1K | 0.01% | +10,811+819.0% | Added |
| Tortoise Investment Management, LLC | 1,257 | $11.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,226 | $11.3K | 0.00% | −6,426−84.0% | Reduced |
| Smartleaf Asset Management LLC | 1,200 | $11.1K | 0.00% | −1,908−61.4% | Reduced |
| Darwin Advisors, LLC | 1,112 | $10.2K | 0.00% | +83+8.1% | Added |
| Financial Network Wealth Advisors LLC | 1,106 | $10.2K | 0.01% | +202+22.3% | Added |
| AdvisorNet Financial, Inc | 1,019 | $9.37K | 0.00% | −3−0.3% | Reduced |
| Optimum Investment Advisors | 1,000 | $9.19K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,000 | $9.19K | 0.00% | +13+1.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,000 | $9.19K | 0.00% | +100+11.1% | Added |
| Mount Yale Investment Advisors, LLC | 870 | $8.00K | 0.00% | +870 | New |
| Cullen/Frost Bankers, Inc. | 800 | $7.35K | 0.00% | +800 | New |
| Bessemer Group Inc | 766 | $7.00K | 0.00% | +210+37.8% | Added |
| Graney & King, LLC | 758 | $6.97K | 0.00% | +758 | New |
| Harbor Investment Advisory, LLC | 720 | $6.62K | 0.00% | −843−53.9% | Reduced |
| Avion Wealth | 661 | $6.00K | 0.00% | +47+7.7% | Added |
| Cornerstone Planning Group LLC | 602 | $5.78K | 0.00% | −95−13.6% | Reduced |
| Wolff Wiese Magana LLC | 600 | $5.51K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 540 | $4.96K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 523 | $4.81K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 513 | $4.71K | 0.00% | −1,229−70.6% | Reduced |
| Country Trust Bank | 500 | $4.59K | 0.00% | +500 | New |
| Brown Brothers Harriman & Co | 469 | $4.31K | 0.00% | +469 | New |
| Clearstead Advisors, LLC | 385 | $3.54K | 0.00% | +149+63.1% | Added |
| Aspect Partners, LLC | 331 | $3.04K | 0.00% | +8+2.5% | Added |
| Christopher J. Hasenberg, Inc | 330 | $3.03K | 0.00% | +330 | New |
| Decker Retirement Planning Inc. | 300 | $2.76K | 0.00% | +50+20.0% | Added |
| Archer Investment Corp | 282 | $2.60K | 0.00% | +5+1.8% | Added |
| GHP Investment Advisors, Inc. | 241 | $2.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 229 | $2.10K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 205 | $2.00K | 0.00% | +205 | New |
| Cary Street Partner Investment Advisory LLC | 173 | $1.59K | 0.00% | −2,877−94.3% | Reduced |
| Bellwether Advisors, LLC | 162 | $1.49K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 161 | $1.48K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 154 | $1.42K | 0.00% | +154 | New |
| Cromwell Holdings LLC | 146 | $1.36K | 0.00% | +84+135.5% | Added |
| TD Waterhouse Canada Inc. | 142 | $1.33K | 0.00% | −1,830−92.8% | Reduced |
| SRS Capital Advisors, Inc. | 143 | $1.31K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 129 | $1.18K | 0.00% | −3−2.3% | Reduced |
| Mountain Hill Investment Partners Corp. | 116 | $1.06K | 0.00% | +53+84.1% | Added |
| Roble, Belko & Company, Inc | 143 | $1.00K | 0.00% | +6+4.4% | Added |
| Capital Advisors, Ltd. LLC | 98 | $1.00K | 0.00% | +98 | New |
| American Capital Advisory, LLC | 106 | $975 | 0.00% | +106 | New |
| St Germain D J Co Inc | 100 | $919 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 85 | $781 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $551 | 0.00% | −4,940−98.8% | Reduced |
| True Wealth Design, LLC | 57 | $524 | 0.00% | +55+2,750.0% | Added |
| HHM Wealth Advisors, LLC | 55 | $503 | 0.00% | +2+3.8% | Added |
| Raffa Wealth Management, LLC | 47 | $432 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 39 | $369 | 0.00% | +39 | New |
| Harbor Asset Planning, Inc. | 28 | $254 | 0.00% | +28 | New |
| Assetmark, Inc | 21 | $193 | 0.00% | −566−96.4% | Reduced |
| Umb Bank N A | 18 | $165 | 0.00% | +18 | New |
| Atlantic Trust, LLC | 16 | $148 | 0.00% | −490−96.8% | Reduced |
| MV Capital Management, Inc. | 15 | $138 | 0.00% | −29−65.9% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $138 | 0.00% | −13−46.4% | Reduced |
| DecisionPoint Financial, LLC | 14 | $131 | 0.00% | +14 | New |
| Stephens Consulting, LLC | 4 | $37 | 0.00% | +4 | New |
| Center for Financial Planning, Inc. | 3 | $28 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $9 | 0.00% | +1 | New |
| Pin Oak Investment Advisors Inc | 50 | $0 | 0.00% | −100−66.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −16,996,741−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −4,318,354−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −1,705,220−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −1,685,570−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −1,045,642−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −938,339−100.0% | Sold out |
| Punch & Associates Investment Management, Inc. | 0 | $0 | 0.00% | −896,626−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −866,331−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −606,551−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −559,393−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −308,346−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −281,217−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −220,620−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −124,109−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −103,941−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −91,437−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −62,573−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −60,501−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −49,809−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −46,606−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −44,575−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −37,654−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −36,816−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −33,858−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −30,967−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −29,984−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −27,766−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −24,923−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −25,187−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −25,112−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −24,672−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,890−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |