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 |
|---|---|---|---|---|---|
| Main Street Financial Solutions, LLC | 84,928 | $831.4K | 0.05% | −50,428−37.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 85,135 | $833.5K | 0.13% | +26,100+44.2% | Added |
| Simplify Asset Management Inc. | 86,000 | $841.9K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 86,321 | $845.1K | 0.00% | −19,534−18.5% | Reduced |
| Cooper Financial Group | 86,934 | $851.1K | 0.09% | +8,623+11.0% | Added |
| NEOS Investment Management LLC | 86,968 | $851.4K | 0.01% | +44,166+103.2% | Added |
| Steadtrust LLC | 88,992 | $871.2K | 0.59% | +92+0.1% | Added |
| Polymer Capital Management (US) LLC | 90,026 | $881.4K | 0.12% | +90,026 | New |
| Captrust Financial Advisors | 91,322 | $894.0K | 0.00% | +14,187+18.4% | Added |
| Federation des caisses Desjardins du Quebec | 91,882 | $899.7K | 0.00% | +68,282+289.3% | Added |
| Keybank National Association | 93,879 | $919.1K | 0.00% | +4,907+5.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 94,600 | $926.1K | 0.01% | +25,447+36.8% | Added |
| Natixis | 95,986 | $939.7K | 0.01% | −210,500−68.7% | Reduced |
| Sowell Financial Services LLC | 100,270 | $981.6K | 0.04% | −6,946−6.5% | Reduced |
| Public Employees Retirement Association of Colorado | 100,510 | $984.0K | 0.00% | +28,985+40.5% | Added |
| Vision Financial Markets LLC | 100,600 | $984.9K | 0.84% | +72,000+251.7% | Added |
| LMR Partners LLP | 101,936 | $998.0K | 0.01% | +101,936 | New |
| Dark Forest Capital Management LP | 102,984 | $1.01M | 0.04% | −53,824−34.3% | Reduced |
| Wealthspire Advisors, LLC | 103,380 | $1.01M | 0.01% | +56,288+119.5% | Added |
| New York Life Investment Management LLC | 103,462 | $1.01M | 0.01% | +7,734+8.1% | Added |
| Independent Advisor Alliance | 104,474 | $1.02M | 0.03% | +24,702+31.0% | Added |
| Fortitude Financial, LLC | 108,639 | $1.06M | 1.19% | +500.0% | Added |
| AlphaCore Capital LLC | 107,703 | $1.07M | 0.04% | +1,722+1.6% | Added |
| Spears Abacus Advisors LLC | 109,540 | $1.07M | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 110,163 | $1.08M | 0.00% | +37,555+51.7% | Added |
| Collar Capital Management, LLC | 110,566 | $1.08M | 0.76% | +13,100+13.4% | Added |
| Stableford Capital II LLC | 111,312 | $1.09M | 0.39% | −1,565−1.4% | Reduced |
| Deutsche Bank AG | 115,716 | $1.13M | 0.00% | +10,338+9.8% | Added |
| Sigma Planning Corp | 116,794 | $1.14M | 0.03% | −1,638−1.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 117,012 | $1.15M | 0.00% | +12,293+11.7% | Added |
| Moloney Securities Asset Management, LLC | 119,126 | $1.17M | 0.14% | −18,387−13.4% | Reduced |
| Arkadios Wealth Advisors | 121,595 | $1.19M | 0.03% | +54,006+79.9% | Added |
| Wellington Management Group LLP | 121,903 | $1.19M | 0.00% | −1,334,604−91.6% | Reduced |
| Illinois Municipal Retirement Fund | 122,218 | $1.20M | 0.02% | −163,389−57.2% | Reduced |
| Allworth Financial LP | 124,147 | $1.22M | 0.01% | −69,748−36.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 122,020 | $1.24M | 0.33% | +7,411+6.5% | Added |
| PMC FIG Opportunities LLC | 127,272 | $1.25M | 1.91% | +127,272 | New |
| International Assets Investment Management, LLC | 340,054 | $1.26M | 0.10% | +11,993+3.7% | Added |
| CWM, LLC | 133,300 | $1.30M | 0.00% | +73,909+124.4% | Added |
| Teacher Retirement System of Texas | 133,639 | $1.31M | 0.01% | −5,189−3.7% | Reduced |
| SeaCrest Wealth Management, LLC | 128,954 | $1.31M | 0.14% | +31,484+32.3% | Added |
| Aubrey Capital Management Ltd | 135,300 | $1.33M | 0.42% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 133,323 | $1.34M | 0.03% | −4,349−3.2% | Reduced |
| Federated Hermes, Inc. | 139,545 | $1.37M | 0.00% | +189+0.1% | Added |
| Clear Street Markets LLC | 139,700 | $1.37M | 0.45% | +135,300+3,075.0% | Added |
| Twin Tree Management, LP | 140,591 | $1.38M | 0.06% | +140,591 | New |
| Westend Capital Management, LLC | 143,474 | $1.40M | 0.41% | +41,291+40.4% | Added |
| Pictet Asset Management Holding SA | 146,105 | $1.43M | 0.00% | +13,718+10.4% | Added |
| HighTower Advisors, LLC | 147,693 | $1.45M | 0.00% | +24,556+19.9% | Added |
| Beacon Pointe Advisors, LLC | 150,943 | $1.48M | 0.01% | +103,476+218.0% | Added |
| Virtu Financial LLC | 151,297 | $1.48M | 0.08% | +151,297 | New |
| NewEdge Wealth, LLC | 145,700 | $1.49M | 0.02% | +145,700 | New |
| Ethic Inc. | 152,560 | $1.49M | 0.02% | +26,993+21.5% | Added |
| Mariner, LLC | 153,562 | $1.50M | 0.00% | +83,553+119.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 150,658 | $1.51M | 0.00% | −25,946−14.7% | Reduced |
| Engineers Gate Manager LP | 158,037 | $1.55M | 0.02% | +122,543+345.2% | Added |
| Kestra Advisory Services, LLC | 160,464 | $1.57M | 0.01% | −57,983−26.5% | Reduced |
| Sage Mountain Advisors LLC | 162,974 | $1.60M | 0.09% | +162,974 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 168,148 | $1.65M | 0.00% | +95,574+131.7% | Added |
| Utah Retirement Systems | 171,642 | $1.68M | 0.02% | +24,815+16.9% | Added |
| Founders Financial Alliance, LLC | 171,802 | $1.68M | 0.32% | +17,358+11.2% | Added |
| First Trust Advisors LP | 171,872 | $1.68M | 0.00% | −2,461,736−93.5% | Reduced |
| AQR Capital Management LLC | 173,337 | $1.70M | 0.00% | +51,460+42.2% | Added |
| Cozad Asset Management Inc | 173,570 | $1.70M | 0.14% | −7,889−4.3% | Reduced |
| Penserra Capital Management LLC | 174,451 | $1.71M | 0.02% | +5,083+3.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 177,490 | $1.74M | 0.05% | +4,800+2.8% | Added |
| Ameriprise Financial Inc | 177,530 | $1.74M | 0.00% | −49,366−21.8% | Reduced |
| CAPROCK Group, Inc. | 178,662 | $1.77M | 0.04% | +178,662 | New |
| Ensign Peak Advisors, Inc | 182,298 | $1.78M | 0.00% | −700−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 182,302 | $1.78M | 0.01% | +142,949+363.2% | Added |
| Waterfront Wealth Inc. | 176,607 | $1.80M | 0.37% | +49,219+38.6% | Added |
| Guggenheim Capital LLC | 186,244 | $1.82M | 0.01% | +3,209+1.8% | Added |
| Rockefeller Capital Management L.P. | 190,924 | $1.87M | 0.00% | +6,278+3.4% | Added |
| Brevan Howard Capital Management LP | 196,600 | $1.92M | 0.03% | +8,320+4.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 199,556 | $1.95M | 0.01% | +199,556 | New |
| Simplicity Wealth,LLC | 203,948 | $2.00M | 0.12% | +203,948 | New |
| Russell Investments Group, Ltd. | 204,482 | $2.00M | 0.00% | +117,638+135.5% | Added |
| KLP Kapitalforvaltning AS | 212,900 | $2.11M | 0.01% | +21,100+11.0% | Added |
| Hollencrest Capital Management | 220,800 | $2.16M | 0.08% | −150−0.1% | Reduced |
| Pathstone Holdings, LLC | 218,805 | $2.17M | 0.01% | +1,065+0.5% | Added |
| Bramshill Investments, LLC | 224,334 | $2.20M | 0.15% | −5,323−2.3% | Reduced |
| Kovack Advisors, Inc. | 226,421 | $2.22M | 0.21% | −3,986−1.7% | Reduced |
| RBF Capital, LLC | 230,000 | $2.25M | 0.10% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 230,523 | $2.26M | 0.01% | +17,768+8.4% | Added |
| Barclays PLC | 230,936 | $2.26M | 0.00% | −171,619−42.6% | Reduced |
| Quantinno Capital Management LP | 233,106 | $2.28M | 0.01% | +77,321+49.6% | Added |
| Continuum Advisory, LLC | 236,824 | $2.32M | 0.25% | +5,393+2.3% | Added |
| US Bancorp | 236,948 | $2.32M | 0.00% | +59,159+33.3% | Added |
| Manufacturers Life Insurance Company, The | 247,376 | $2.42M | 0.00% | +12,491+5.3% | Added |
| AIA Group Ltd | 248,301 | $2.43M | 0.04% | +93,965+60.9% | Added |
| Summit Financial, LLC | 254,621 | $2.49M | 0.04% | +42,160+19.8% | Added |
| Prelude Capital Management, LLC | 260,400 | $2.55M | 0.20% | −89,600−25.6% | Reduced |
| Verition Fund Management LLC | 262,616 | $2.57M | 0.01% | +21,238+8.8% | Added |
| MML Investors Services, LLC | 267,108 | $2.61M | 0.01% | +35,548+15.4% | Added |
| Creative Planning | 267,449 | $2.62M | 0.00% | +39,653+17.4% | Added |
| CIBC Bancorp USA Inc. | 273,793 | $2.68M | 0.02% | +273,793 | New |
| Y-Intercept (Hong Kong) Ltd | 273,837 | $2.68M | 0.06% | +273,837 | New |
| Waterloo Capital, L.P. | 291,903 | $2.86M | 0.21% | +56,665+24.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 292,270 | $2.86M | 0.56% | −19,640−6.3% | Reduced |
| CIBC World Markets Inc. | 294,500 | $2.88M | 0.01% | 00.0% | Unchanged |