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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 31,018 | $303.8K | 0.01% | −199,584−86.5% | Reduced |
| KBC Group NV | 31,315 | $307.0K | 0.00% | +4,547+17.0% | Added |
| Sunbelt Securities, Inc. | 32,676 | $319.9K | 0.02% | −11,467−26.0% | Reduced |
| Parallel Advisors, LLC | 32,715 | $320.3K | 0.01% | +718+2.2% | Added |
| Cerity Partners LLC | 32,901 | $322.1K | 0.00% | +14,394+77.8% | Added |
| Howland Capital Management LLC | 32,768 | $324.7K | 0.01% | +32,768 | New |
| Jefferies Financial Group Inc. | 33,272 | $325.7K | 0.00% | +33,272 | New |
| Baker Avenue Asset Management, LP | 33,592 | $328.9K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 33,700 | $330.0K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 34,210 | $334.9K | 0.18% | −576−1.7% | Reduced |
| Magnus Financial Group LLC | 34,496 | $337.7K | 0.03% | +2,324+7.2% | Added |
| D.A. Davidson & Co. | 34,777 | $340.5K | 0.00% | +9,315+36.6% | Added |
| Parallax Volatility Advisers, L.P. | 35,005 | $342.7K | 0.01% | +17,140+95.9% | Added |
| Global Retirement Partners, LLC | 35,175 | $344.4K | 0.01% | −227−0.6% | Reduced |
| Mercer Global Advisors Inc | 35,658 | $349.1K | 0.00% | +2,186+6.5% | Added |
| Regions Financial Corp | 36,000 | $352.4K | 0.00% | −3,000−7.7% | Reduced |
| CI Private Wealth, LLC | 36,076 | $353.2K | 0.00% | +7,093+24.5% | Added |
| Legacy Capital Wealth Partners, LLC | 36,213 | $354.5K | 0.08% | +3,000+9.0% | Added |
| HSBC Holdings PLC | 36,766 | $359.6K | 0.00% | −876−2.3% | Reduced |
| Genesis Wealth Advisors, LLC | 36,769 | $360.0K | 0.25% | −2,297−5.9% | Reduced |
| Intech Investment Management LLC | 36,948 | $361.7K | 0.00% | +36,948 | New |
| Infrastructure Capital Advisors, LLC | 36,409 | $364.1K | 0.05% | −2,101−5.5% | Reduced |
| Wealthcare Advisory Partners LLC | 37,527 | $367.4K | 0.01% | +11,834+46.1% | Added |
| Ameritas Advisory Services, LLC | 37,557 | $367.7K | 0.02% | +7,045+23.1% | Added |
| Oppenheimer & Co Inc | 37,694 | $369.0K | 0.00% | +418+1.1% | Added |
| Principal Financial Group Inc | 38,629 | $378.2K | 0.00% | −930−2.4% | Reduced |
| Vantage Financial Partners, LLC | 39,012 | $381.9K | 0.08% | +39,012 | New |
| QRG Capital Management, Inc. | 39,209 | $383.9K | 0.00% | −6,682−14.6% | Reduced |
| Krilogy Financial LLC | 37,701 | $386.1K | 0.01% | +37,701 | New |
| Integrated Investment Consultants, LLC | 39,535 | $387.0K | 0.07% | −25,965−39.6% | Reduced |
| Triton Wealth Management, PLLC | 39,451 | $392.9K | 0.15% | −6,605−14.3% | Reduced |
| Larson Financial Group LLC | 40,702 | $398.5K | 0.01% | +38,522+1,767.1% | Added |
| Persistent Asset Partners Ltd | 40,908 | $400.5K | 0.29% | +40,908 | New |
| DRW Securities, LLC | 41,238 | $403.6K | 0.02% | +41,238 | New |
| Stephens Inc | 41,520 | $406.5K | 0.01% | −1,016−2.4% | Reduced |
| Washington Trust Bank | 41,700 | $408.2K | 0.03% | +41,700 | New |
| Brookstone Capital Management | 42,279 | $413.9K | 0.00% | +19,394+84.7% | Added |
| IFG Advisory, LLC | 44,898 | $439.6K | 0.02% | +1,343+3.1% | Added |
| Harbour Investments, Inc. | 45,061 | $441.2K | 0.01% | +960+2.2% | Added |
| First Foundation Advisors | 45,946 | $449.8K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 45,957 | $449.9K | 0.00% | +22,305+94.3% | Added |
| Strategic Financial Concepts, LLC | 46,382 | $454.1K | 0.07% | +3,463+8.1% | Added |
| Cornerstone Select Advisors, LLC | 46,529 | $455.5K | 0.33% | +27,992+151.0% | Added |
| American Assets Capital Advisers, LLC | 47,117 | $461.3K | 0.49% | +9,098+23.9% | Added |
| Yousif Capital Management, LLC | 47,613 | $466.1K | 0.00% | +2,655+5.9% | Added |
| KG&L Capital Management,LLC | 48,434 | $474.2K | 0.13% | +1,120+2.4% | Added |
| Tredje AP-fonden | 48,498 | $474.8K | 0.00% | −80,878−62.5% | Reduced |
| JustInvest LLC | 50,056 | $490.0K | 0.01% | +7,534+17.7% | Added |
| GWM Advisors LLC | 50,815 | $497.5K | 0.00% | +23,755+87.8% | Added |
| Sanctuary Advisors, LLC | 51,128 | $500.5K | 0.00% | +9,985+24.3% | Added |
| Maryland State Retirement & Pension System | 51,831 | $507.4K | 0.01% | +5,781+12.6% | Added |
| Amalgamated Bank | 52,150 | $511.0K | 0.00% | +6,208+13.5% | Added |
| Icon Advisers Inc | 53,121 | $520.1K | 0.11% | −253,853−82.7% | Reduced |
| Quantbot Technologies LP | 54,541 | $534.0K | 0.01% | −616,868−91.9% | Reduced |
| Integrity Alliance, LLC. | 55,149 | $539.9K | 0.03% | +55,149 | New |
| Maridea Wealth Management LLC | 53,779 | $543.2K | 0.08% | −705−1.3% | Reduced |
| Fermata Advisors, LLC | 55,760 | $545.9K | 0.14% | −956−1.7% | Reduced |
| Winebrenner Capital Management LLC | 56,200 | $550.2K | 0.40% | −20,000−26.2% | Reduced |
| Parisi Gray Wealth Management | 56,891 | $557.0K | 0.14% | +647+1.2% | Added |
| Xponance, Inc. | 57,504 | $563.0K | 0.00% | +4,412+8.3% | Added |
| Sherbrooke Park Advisers LLC | 57,886 | $566.7K | 0.26% | +5,717+11.0% | Added |
| StoneX Group Inc. | 59,135 | $586.0K | 0.03% | +46,488+367.6% | Added |
| Norden Group LLC | 60,477 | $592.1K | 0.06% | +9,720+19.2% | Added |
| Triumph Capital Management | 60,724 | $594.5K | 0.16% | +2,315+4.0% | Added |
| Intrua Financial, LLC | 60,796 | $595.2K | 0.07% | +24,625+68.1% | Added |
| Wolverine Trading, LLC | 60,523 | $595.5K | 0.01% | +4,309+7.7% | Added |
| Neo Ivy Capital Management | 61,194 | $599.1K | 0.15% | +61,194 | New |
| Wedbush Securities Inc | 61,252 | $600.0K | 0.02% | −7,267−10.6% | Reduced |
| Frank, Rimerman Advisors LLC | 63,207 | $618.8K | 0.04% | +28,840+83.9% | Added |
| DoubleLine ETF Adviser LP | 63,536 | $622.0K | 0.19% | +3,409+5.7% | Added |
| Sterling Capital Management LLC | 64,304 | $629.5K | 0.01% | +1,235+2.0% | Added |
| Global Assets Advisory, LLC | 65,049 | $636.8K | 0.19% | +1,429+2.2% | Added |
| Prospera Financial Services Inc | 66,470 | $650.8K | 0.01% | +12,522+23.2% | Added |
| Equitable Holdings, Inc. | 66,611 | $652.1K | 0.00% | +3,848+6.1% | Added |
| Toroso Investments, LLC | 66,627 | $652.3K | 0.00% | +260+0.4% | Added |
| Bridgewater Associates, LP | 67,260 | $658.5K | 0.00% | +67,260 | New |
| Wedmont Private Capital | 66,751 | $666.8K | 0.02% | +14,858+28.6% | Added |
| Fortitude Advisory Group L.L.C. | 68,647 | $672.1K | 0.36% | −45,344−39.8% | Reduced |
| MAI Capital Management | 68,758 | $673.1K | 0.00% | +1,513+2.2% | Added |
| Centaurus Financial, Inc. | 70,239 | $688.0K | 0.03% | −3,816−5.2% | Reduced |
| WJ Financial Advisors LLC | 70,579 | $691.0K | 0.67% | +70,579 | New |
| Howard Financial Services, Ltd. | 70,896 | $694.1K | 0.08% | +1,858+2.7% | Added |
| Spinnaker Investment Group, LLC | 71,038 | $695.5K | 0.13% | +71,038 | New |
| Samalin Investment Counsel, LLC | 71,172 | $696.8K | 0.24% | +4,997+7.6% | Added |
| Kestra Private Wealth Services, LLC | 72,663 | $711.4K | 0.01% | −1,049−1.4% | Reduced |
| Oak Thistle LLC | 72,843 | $713.1K | 0.11% | +72,843 | New |
| SCS Capital Management LLC | 73,718 | $721.7K | 0.01% | +23,115+45.7% | Added |
| Clear Harbor Asset Management, LLC | 74,850 | $732.8K | 0.05% | −3,230−4.1% | Reduced |
| Gotham Asset Management, LLC | 76,517 | $749.1K | 0.00% | +10,606+16.1% | Added |
| Diversify Advisory Services, LLC | 74,587 | $749.6K | 0.03% | +6,580+9.7% | Added |
| Firethorn Wealth Partners, LLC | 76,955 | $753.4K | 0.30% | −360−0.5% | Reduced |
| Guidance Capital, Inc | 74,714 | $762.1K | 0.20% | +13,297+21.7% | Added |
| Sullivan Wood Capital Management LLC | 77,400 | $767.0K | 1.13% | +4,000+5.4% | Added |
| Innova Wealth Partners | 79,330 | $776.6K | 0.42% | +7,814+10.9% | Added |
| Prudential Financial Inc | 80,029 | $783.5K | 0.00% | +8,020+11.1% | Added |
| Capstone Investment Advisors, LLC | 80,650 | $789.6K | 0.01% | +62,806+352.0% | Added |
| Savvy Advisors, Inc. | 80,892 | $791.9K | 0.04% | +5,862+7.8% | Added |
| Nicholas Hoffman & Company, LLC. | 83,158 | $814.1K | 0.02% | +55+0.1% | Added |
| Principal Securities, Inc. | 83,925 | $821.6K | 0.01% | +7,409+9.7% | Added |
| D. E. Shaw & Co., Inc. | 84,312 | $825.4K | 0.00% | −790,020−90.4% | Reduced |