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