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 |
|---|---|---|---|---|---|
| Huntington National Bank | 4,152 | $40.6K | 0.00% | −766−15.6% | Reduced |
| Wealth Preservation Advisors, LLC | 5,000 | $49.0K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 5,000 | $49.0K | 0.02% | +2,200+78.6% | Added |
| GPS Wealth Strategies Group, LLC | 5,115 | $50.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 5,206 | $51.0K | 0.01% | −2,429−31.8% | Reduced |
| GAMMA Investing LLC | 5,242 | $51.3K | 0.00% | +2,238+74.5% | Added |
| Newbridge Financial Services Group, Inc. | 5,250 | $51.4K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 5,376 | $52.6K | 0.02% | +210+4.1% | Added |
| LRI Investments, LLC | 5,496 | $53.8K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5,439 | $53.9K | 0.00% | +5,439 | New |
| Capital Analysts, LLC | 5,506 | $54.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,000 | $58.7K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,440 | $61.9K | 0.05% | +280+13.0% | Added |
| Bruce G. Allen Investments, LLC | 6,556 | $64.2K | 0.05% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6,477 | $64.3K | 0.02% | +2,168+50.3% | Added |
| Johnson Financial Group, Inc. | 6,534 | $64.8K | 0.00% | +3,853+143.7% | Added |
| First Community Trust NA | 7,300 | $71.5K | 0.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,637 | $75.1K | 0.00% | +4,415+137.0% | Added |
| Ci Investments Inc. | 7,794 | $76.0K | 0.00% | +2,295+41.7% | Added |
| Hazlett, Burt & Watson, Inc. | 8,000 | $78.0K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 8,100 | $79.3K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 8,616 | $84.4K | 0.00% | +8,616 | New |
| Hantz Financial Services, Inc. | 8,656 | $85.0K | 0.00% | +181+2.1% | Added |
| CoreCap Advisors, LLC | 9,038 | $88.5K | 0.00% | +2,760+44.0% | Added |
| Quarry Hill Advisors, LLC | 10,000 | $97.9K | 0.05% | +10,000 | New |
| Independent Solutions Wealth Management, LLC | 10,000 | $97.9K | 0.02% | +10,000 | New |
| Almanack Investment Partners, LLC. | 10,003 | $97.9K | 0.02% | +10,003 | New |
| Daymark Wealth Partners, LLC | 10,085 | $98.7K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10,103 | $98.9K | 0.01% | +8,710+625.3% | Added |
| Optivise Advisory Services LLC | 10,141 | $99.3K | 0.06% | +10,141 | New |
| Snowden Capital Advisors LLC | 10,029 | $99.4K | 0.00% | +10,029 | New |
| Essex LLC | 10,200 | $99.9K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,106 | $100.7K | 0.00% | −157−1.5% | Reduced |
| Fisher Asset Management, LLC | 10,304 | $100.9K | 0.00% | −10,513−50.5% | Reduced |
| Sage Capital Management, LLC | 10,500 | $102.8K | 0.05% | +10,500 | New |
| Cora Capital Advisors LLC | 10,575 | $103.5K | 0.04% | −625−5.6% | Reduced |
| WealthPlan Investment Management, LLC | 10,583 | $103.6K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,711 | $104.9K | 0.01% | −12,936−54.7% | Reduced |
| Keystone Financial Group | 10,745 | $105.2K | 0.01% | +10,745 | New |
| Curran Financial Partners, LLC | 10,835 | $106.1K | 0.02% | +10,835 | New |
| Avory & Company, LLC | 10,929 | $107.0K | 0.06% | +10,929 | New |
| Permanent Capital Management, LP | 10,800 | $107.0K | 0.02% | +10,800 | New |
| Inspire Advisors, LLC | 10,965 | $107.3K | 0.01% | +10,965 | New |
| Montag A & Associates Inc | 10,914 | $108.2K | 0.00% | 00.0% | Unchanged |
| St. Louis Financial Planners Asset Management, LLC | 11,132 | $109.0K | 0.07% | +11,132 | New |
| Anfield Capital Management, LLC | 11,142 | $109.1K | 0.03% | 00.0% | Unchanged |
| Danske Bank A/S | 11,200 | $109.6K | 0.00% | −904−7.5% | Reduced |
| Proffitt & Goodson Inc | 11,233 | $110.0K | 0.02% | +857+8.3% | Added |
| Liberty Capital Management, Inc. | 11,300 | $110.6K | 0.02% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 11,318 | $110.8K | 0.09% | +11,318 | New |
| one8zero8, LLC | 11,500 | $112.6K | 0.02% | +1,000+9.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,508 | $113.0K | 0.00% | +1,401+13.9% | Added |
| Garden State Investment Advisory Services LLC | 11,588 | $113.5K | 0.03% | −405−3.4% | Reduced |
| Perigon Wealth Management, LLC | 11,742 | $115.0K | 0.00% | −9,613−45.0% | Reduced |
| CWC Advisors, LLC. | 11,750 | $115.0K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,903 | $116.5K | 0.02% | −111,862−90.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,908 | $116.6K | 0.00% | +11,908 | New |
| BTC Capital Management, Inc. | 12,000 | $117.5K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 12,071 | $118.2K | 0.03% | +118+1.0% | Added |
| Planning Directions Inc | 12,248 | $119.9K | 0.06% | +12,248 | New |
| WMG Financial Advisors, LLC | 12,314 | $120.6K | 0.04% | +444+3.7% | Added |
| FORA Capital, LLC | 12,326 | $120.7K | 0.02% | +12,326 | New |
| Valley Brook Capital Group | 12,425 | $121.6K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 12,445 | $122.0K | 0.07% | −10,342−45.4% | Reduced |
| WealthPLAN Partners, LLC | 12,485 | $122.2K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 12,800 | $125.3K | 0.07% | +12,800 | New |
| Holocene Advisors, LP | 12,960 | $126.9K | 0.00% | −18,127−58.3% | Reduced |
| Hilton Capital Management, LLC | 13,000 | $127.3K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 13,339 | $130.6K | 0.01% | +794+6.3% | Added |
| Farther Finance Advisors, LLC | 13,389 | $131.1K | 0.00% | +10,467+358.2% | Added |
| Acorn Wealth Advisors, LLC | 13,591 | $133.1K | 0.04% | +13,591 | New |
| Level Four Advisory Services, LLC | 13,714 | $134.3K | 0.00% | +227+1.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 13,804 | $135.1K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13,804 | $135.1K | 0.01% | −474−3.3% | Reduced |
| Park Avenue Securities LLC | 14,209 | $139.0K | 0.00% | +410+3.0% | Added |
| Visionary Wealth Advisors | 14,229 | $139.3K | 0.01% | +14,229 | New |
| Hilltop Holdings Inc. | 14,233 | $139.3K | 0.01% | +14,233 | New |
| PFG Advisors | 14,279 | $139.8K | 0.01% | +3,714+35.2% | Added |
| Oarsman Capital, Inc. | 14,397 | $140.9K | 0.02% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 14,628 | $143.2K | 0.05% | +14,628 | New |
| David Loasby | 14,348 | $143.3K | 0.01% | +14,348 | New |
| Kingswood Wealth Advisors, LLC | 14,771 | $144.6K | 0.01% | +14,771 | New |
| BLB&B Advisors, LLC | 14,805 | $144.9K | 0.01% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 14,929 | $146.2K | 0.00% | +1,927+14.8% | Added |
| GTS Securities LLC | 14,950 | $146.4K | 0.01% | +14,950 | New |
| BCO Wealth Management LLC | 14,961 | $146.5K | 0.10% | +3,171+26.9% | Added |
| Rogco, LP | 15,000 | $146.8K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 15,015 | $147.0K | 0.00% | +2,597+20.9% | Added |
| Sequoia Financial Advisors, LLC | 15,033 | $147.2K | 0.00% | +15,033 | New |
| The PNC Financial Services Group, Inc. | 15,097 | $147.8K | 0.00% | +426+2.9% | Added |
| Summit Wealth Group LLC | 15,702 | $148.2K | 0.02% | +15,702 | New |
| JBR Co Financial Management Inc | 15,252 | $149.3K | 0.06% | 00.0% | Unchanged |
| Landing Point Financial Group, LLC | 15,338 | $150.2K | 0.08% | +15,338 | New |
| Diligent Investors, LLC | 15,577 | $152.5K | 0.04% | −1,499−8.8% | Reduced |
| SG Americas Securities, LLC | 15,752 | $154.0K | 0.00% | −102,309−86.7% | Reduced |
| M&T Bank Corp | 15,797 | $155.1K | 0.00% | −6,158−28.0% | Reduced |
| One Charles Private Wealth Services, LLC | 15,889 | $155.6K | 0.04% | −2,852−15.2% | Reduced |
| TD Private Client Wealth LLC | 15,977 | $156.4K | 0.00% | +2,196+15.9% | Added |
| O'Rourke & Company, Inc | 15,997 | $156.6K | 0.07% | +414+2.7% | Added |
| Hudson Valley Investment Advisors Inc | 16,000 | $156.6K | 0.02% | 00.0% | Unchanged |