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, Q3 2025
Institutional positions in AGNC Investment Corp. as of Sep 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
- 601
- +44 vs. Q2 2025
- Shares held
- 385.5M
- −30.7M (−7.4%) vs. Q2 2025
- Total value
- $3.78B
- −$52.6M (−1.4%) vs. Q2 2025
- New holders
- 100
- 285 more added
- Sold out
- 56
- 125 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 21 | $0 | 0.00% | +21 | New |
| Wealth Watch Advisors, INC | 1 | $10 | 0.00% | +1 | New |
| Center for Financial Planning, Inc. | 3 | $30 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 11 | $108 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 13 | $127 | 0.00% | −2−13.3% | Reduced |
| DecisionPoint Financial, LLC | 14 | $140 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $147 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 17 | $166 | 0.00% | +17 | New |
| Harbor Asset Planning, Inc. | 28 | $271 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 30 | $292 | 0.00% | +30 | New |
| Essential Partners LLC | 33 | $323 | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 47 | $460 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $559 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $587 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 71 | $695 | 0.00% | +71 | New |
| Fortis Group Advisors, LLC | 85 | $832 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 98 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 148 | $1.00K | 0.00% | +5+3.5% | Added |
| American Capital Advisory, LLC | 106 | $1.04K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 120 | $1.18K | 0.00% | +4+3.4% | Added |
| Ameriflex Group, Inc. | 120 | $1.18K | 0.00% | +120 | New |
| Caitong International Asset Management Co., Ltd | 123 | $1.20K | 0.00% | +123 | New |
| IMG Wealth Management, Inc. | 123 | $1.20K | 0.00% | +123 | New |
| Quest 10 Wealth Builders, Inc. | 127 | $1.24K | 0.00% | −2−1.6% | Reduced |
| Retirement Wealth Solutions LLC | 131 | $1.28K | 0.00% | +131 | New |
| TD Waterhouse Canada Inc. | 142 | $1.41K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 145 | $1.42K | 0.00% | +129+806.3% | Added |
| Cromwell Holdings LLC | 146 | $1.45K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 150 | $1.49K | 0.00% | +100+200.0% | Added |
| Key Financial Inc | 161 | $1.60K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 176 | $1.72K | 0.00% | +176 | New |
| Umb Bank N A | 186 | $1.82K | 0.00% | +168+933.3% | Added |
| Painted Porch Advisors LLC | 200 | $1.96K | 0.00% | −5,382−96.4% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $1.96K | 0.00% | +200 | New |
| Bessemer Group Inc | 210 | $2.00K | 0.00% | −556−72.6% | Reduced |
| TSFG, LLC | 213 | $2.00K | 0.00% | +8+3.9% | Added |
| Cary Street Partner Investment Advisory LLC | 224 | $2.19K | 0.00% | +51+29.5% | Added |
| Fortitude Family Office, LLC | 229 | $2.24K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 233 | $2.28K | 0.00% | +233 | New |
| GHP Investment Advisors, Inc. | 241 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 240 | $2.38K | 0.00% | +240 | New |
| Archer Investment Corp | 288 | $2.82K | 0.00% | +6+2.1% | Added |
| Decker Retirement Planning Inc. | 311 | $3.05K | 0.00% | +11+3.7% | Added |
| Aspect Partners, LLC | 331 | $3.24K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 469 | $4.59K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 509 | $4.98K | 0.00% | +124+32.2% | Added |
| Versant Capital Management, Inc | 513 | $5.02K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 523 | $5.12K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 540 | $5.29K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 545 | $5.34K | 0.00% | −175−24.3% | Reduced |
| Ronald Blue Trust, Inc. | 550 | $5.38K | 0.00% | +550 | New |
| Wolff Wiese Magana LLC | 600 | $5.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 684 | $6.00K | 0.00% | +23+3.5% | Added |
| Bell Investment Advisors, Inc | 672 | $6.58K | 0.00% | −701−51.1% | Reduced |
| Graney & King, LLC | 786 | $7.70K | 0.01% | +28+3.7% | Added |
| Robinswood Financial LLC | 788 | $7.72K | 0.00% | +788 | New |
| Cullen/Frost Bankers, Inc. | 800 | $7.83K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $9.79K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,000 | $9.79K | 0.00% | +1,000 | New |
| AdvisorNet Financial, Inc | 1,019 | $9.98K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,039 | $10.2K | 0.00% | +1,018+4,847.6% | Added |
| Financial Network Wealth Advisors LLC | 1,106 | $10.8K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,120 | $11.0K | 0.01% | +1,120 | New |
| Country Trust Bank | 1,129 | $11.1K | 0.00% | +629+125.8% | Added |
| Darwin Advisors, LLC | 1,154 | $11.3K | 0.00% | +42+3.8% | Added |
| Salomon & Ludwin, LLC | 1,155 | $11.6K | 0.00% | +1,155 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,200 | $11.7K | 0.00% | +200+20.0% | Added |
| Crewe Advisors LLC | 1,205 | $11.8K | 0.00% | +205+20.5% | Added |
| McIlrath & Eck, LLC | 1,226 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,257 | $12.3K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1,218 | $12.4K | 0.02% | +1,218 | New |
| Broadwater Capital Management LLC | 1,320 | $12.9K | 0.01% | −10,811−89.1% | Reduced |
| Trust Co of Vermont | 1,329 | $13.0K | 0.00% | −2,300−63.4% | Reduced |
| Aventura Private Wealth, LLC | 1,500 | $14.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,543 | $15.1K | 0.00% | +88+6.0% | Added |
| Financial Connections Group, Inc. | 1,703 | $16.0K | 0.01% | +61+3.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,681 | $16.5K | 0.01% | +1,527+991.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $16.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,714 | $17.1K | 0.00% | +22+1.3% | Added |
| Activest Wealth Management | 1,983 | $19.4K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 2,000 | $19.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,020 | $19.8K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 2,161 | $20.8K | 0.19% | −145,007−98.5% | Reduced |
| Gen-Wealth Partners Inc | 2,355 | $23.1K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,392 | $23.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,474 | $24.3K | 0.00% | +1,274+106.2% | Added |
| N.E.W. Advisory Services LLC | 2,500 | $24.5K | 0.00% | −500−16.7% | Reduced |
| SWAN Capital LLC | 2,500 | $24.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,655 | $26.0K | 0.00% | +2,512+1,756.6% | Added |
| TCTC Holdings, LLC | 2,712 | $26.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,790 | $27.3K | 0.00% | +725+35.1% | Added |
| Atlantic Union Bankshares Corp | 2,955 | $28.9K | 0.00% | +2,955 | New |
| ORG Wealth Partners, LLC | 3,127 | $30.6K | 0.01% | −135,000−97.7% | Reduced |
| Salem Investment Counselors Inc | 3,154 | $31.3K | 0.00% | −600−16.0% | Reduced |
| Spire Wealth Management | 3,272 | $32.0K | 0.00% | −787−19.4% | Reduced |
| National Bank of Canada | 3,365 | $33.0K | 0.00% | +1,690+100.9% | Added |
| WealthCollab, LLC | 3,380 | $33.1K | 0.02% | +3,380 | New |
| Financial Life Planners | 3,457 | $33.8K | 0.02% | +3,457 | New |
| Bogart Wealth, LLC | 3,702 | $36.2K | 0.00% | +52+1.4% | Added |
| WFA of San Diego, LLC | 4,000 | $39.2K | 0.03% | 00.0% | Unchanged |