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, Q4 2025
Institutional positions in AGNC Investment Corp. as of Dec 31, 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
- 647
- +55 vs. Q3 2025
- Shares held
- 418.0M
- +34.1M (+8.9%) vs. Q3 2025
- Total value
- $4.48B
- +$722.8M (+19.2%) vs. Q3 2025
- New holders
- 107
- 278 more added
- Sold out
- 52
- 156 more reduced
9 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Innovative Advisory Group, LLC | 2,000 | $21.4K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 2,017 | $21.6K | 0.00% | +34+1.7% | Added |
| Assetmark, Inc | 2,090 | $22.4K | 0.00% | +1,051+101.2% | Added |
| Hilton Head Capital Partners, LLC | 2,100 | $22.5K | 0.01% | +2,100 | New |
| Garton & Associates Financial Advisors LLC | 2,200 | $23.6K | 0.01% | +2,200 | New |
| Gen-Wealth Partners Inc | 2,355 | $25.2K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 2,108 | $25.7K | 0.21% | −53−2.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,392 | $26.1K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2,451 | $26.3K | 0.01% | +2,451 | New |
| SWAN Capital LLC | 2,500 | $26.8K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,712 | $29.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,762 | $32.9K | 0.00% | +1,048+61.1% | Added |
| Flagship Harbor Advisors, LLC | 3,073 | $33.0K | 0.00% | +3,073 | New |
| ORG Wealth Partners, LLC | 3,127 | $33.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,172 | $34.0K | 0.00% | −100−3.1% | Reduced |
| Massmutual Trust Co FSB | 3,251 | $34.9K | 0.00% | +1,708+110.7% | Added |
| Glenmede Trust Co NA | 3,267 | $35.0K | 0.00% | +3,267 | New |
| Archer Investment Corp | 3,720 | $39.9K | 0.01% | +3,432+1,191.7% | Added |
| Bogart Wealth, LLC | 3,753 | $40.2K | 0.00% | +51+1.4% | Added |
| Montag A & Associates Inc | 3,744 | $40.6K | 0.00% | −7,170−65.7% | Reduced |
| Los Angeles Capital Management LLC | 4,335 | $43.4K | 0.00% | +4,335 | New |
| Cape Investment Advisory, Inc. | 4,218 | $45.2K | 0.01% | +4,218 | New |
| Pinnacle Wealth Planning Services, Inc. | 4,645 | $49.8K | 0.01% | +4,645 | New |
| Federated Hermes, Inc. | 4,715 | $50.5K | 0.00% | −134,830−96.6% | Reduced |
| Wealth Preservation Advisors, LLC | 5,000 | $53.6K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 5,000 | $53.6K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 5,000 | $53.6K | 0.00% | +2,500+100.0% | Added |
| Flagship Wealth Advisors, LLC | 5,000 | $53.6K | 0.02% | +5,000 | New |
| Umb Bank N A | 5,028 | $53.9K | 0.00% | +4,842+2,603.2% | Added |
| Bullseye Investment Management, LLC | 5,150 | $55.2K | 0.03% | −22,259−81.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,250 | $56.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 5,496 | $58.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 5,506 | $59.0K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 5,724 | $61.4K | 0.02% | +348+6.5% | Added |
| Ameritas Investment Partners, Inc. | 6,000 | $64.3K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,645 | $64.9K | 0.06% | +205+8.4% | Added |
| Smartleaf Asset Management LLC | 6,416 | $69.4K | 0.00% | +3,942+159.3% | Added |
| SageView Advisory Group, LLC | 6,799 | $72.9K | 0.00% | +6,799 | New |
| WealthCollab, LLC | 6,990 | $74.9K | 0.03% | +3,610+106.8% | Added |
| Bruce G. Allen Investments, LLC | 7,202 | $77.2K | 0.05% | +646+9.9% | Added |
| First Community Trust NA | 7,300 | $78.3K | 0.06% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 8,000 | $86.0K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 8,100 | $86.8K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8,118 | $88.0K | 0.01% | +2,679+49.3% | Added |
| GAMMA Investing LLC | 8,280 | $88.8K | 0.00% | +3,038+58.0% | Added |
| CoreCap Advisors, LLC | 8,340 | $89.4K | 0.00% | −698−7.7% | Reduced |
| Hantz Financial Services, Inc. | 8,955 | $96.0K | 0.00% | +299+3.5% | Added |
| Huntington National Bank | 8,965 | $96.1K | 0.00% | +4,813+115.9% | Added |
| SLT Holdings LLC | 10,000 | $107.2K | 0.07% | −10,000−50.0% | Reduced |
| Quarry Hill Advisors, LLC | 10,000 | $107.2K | 0.05% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 10,000 | $107.2K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 10,008 | $107.3K | 0.00% | +10,008 | New |
| Eurizon Capital SGR S.p.A. | 9,992 | $108.0K | 0.00% | +9,992 | New |
| Daymark Wealth Partners, LLC | 10,085 | $108.1K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 10,097 | $108.2K | 0.00% | +10,097 | New |
| MN Wealth Advisors, LLC | 10,108 | $108.4K | 0.05% | +10,108 | New |
| Optivise Advisory Services LLC | 10,161 | $108.9K | 0.06% | +20+0.2% | Added |
| Essex LLC | 10,200 | $109.3K | 0.02% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 10,200 | $109.3K | 0.03% | +10,200 | New |
| Capital Square, LLC | 10,302 | $110.4K | 0.06% | +10,302 | New |
| Almanack Investment Partners, LLC. | 10,357 | $111.0K | 0.02% | +354+3.5% | Added |
| Proffitt & Goodson Inc | 10,376 | $111.2K | 0.02% | −857−7.6% | Reduced |
| Lido Advisors, LLC | 11,152 | $112.0K | 0.00% | +1,046+10.4% | Added |
| Sage Capital Management, LLC | 10,500 | $112.6K | 0.05% | 00.0% | Unchanged |
| Cora Capital Advisors LLC | 10,575 | $113.4K | 0.04% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 10,583 | $113.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 10,594 | $113.6K | 0.02% | +5,388+103.5% | Added |
| Allianz Asset Management GmbH | 10,661 | $114.3K | 0.00% | +10,661 | New |
| National Asset Management, Inc. | 10,730 | $115.0K | 0.01% | +19+0.2% | Added |
| Optas, LLC | 10,767 | $115.4K | 0.02% | +10,767 | New |
| Covestor Ltd | 10,782 | $116.0K | 0.06% | −1,663−13.4% | Reduced |
| Permanent Capital Management, LP | 10,800 | $117.1K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,939 | $117.3K | 0.00% | +10,939 | New |
| Pacitti Group Inc. | 10,963 | $117.5K | 0.04% | +10,963 | New |
| Icon Wealth Advisors, LLC | 10,968 | $117.6K | 0.01% | +10,968 | New |
| Clarkston Capital Partners, LLC | 10,975 | $117.7K | 0.00% | +10,975 | New |
| Cyndeo Wealth Partners, LLC | 10,992 | $117.8K | 0.01% | +10,992 | New |
| Inspire Advisors, LLC | 11,041 | $118.4K | 0.01% | +76+0.7% | Added |
| Matauro, LLC | 11,069 | $118.7K | 0.02% | +11,069 | New |
| First Trust Advisors LP | 11,088 | $118.9K | 0.00% | −160,784−93.5% | Reduced |
| Anfield Capital Management, LLC | 11,142 | $119.4K | 0.04% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 11,300 | $121.1K | 0.02% | 00.0% | Unchanged |
| Avory & Company, LLC | 11,315 | $121.3K | 0.08% | +386+3.5% | Added |
| Snowden Capital Advisors LLC | 11,220 | $121.6K | 0.00% | +1,191+11.9% | Added |
| Baader Bank INC | 18,638 | $123.2K | 0.01% | +18,638 | New |
| one8zero8, LLC | 11,500 | $123.3K | 0.03% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 11,615 | $124.5K | 0.01% | −18,475−61.4% | Reduced |
| Bright Futures Wealth Management, LLC. | 11,725 | $125.7K | 0.09% | +407+3.6% | Added |
| CWC Advisors, LLC. | 11,750 | $126.0K | 0.06% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 11,877 | $127.3K | 0.02% | −280,393−95.9% | Reduced |
| BTC Capital Management, Inc. | 12,000 | $128.6K | 0.01% | 00.0% | Unchanged |
| Pavaki Capital Management LLC | 12,000 | $128.6K | 0.09% | +12,000 | New |
| WealthPLAN Partners, LLC | 12,026 | $128.9K | 0.02% | −459−3.7% | Reduced |
| DGS Capital Management, LLC | 12,059 | $129.3K | 0.02% | +12,059 | New |
| Valley Brook Capital Group | 12,425 | $133.2K | 0.09% | 00.0% | Unchanged |
| Planning Directions Inc | 12,469 | $133.7K | 0.07% | +221+1.8% | Added |
| Baron Wealth Management LLC | 12,602 | $135.1K | 0.04% | +12,602 | New |
| Garden State Investment Advisory Services LLC | 12,694 | $136.1K | 0.03% | +1,106+9.5% | Added |
| Enterprise Financial Services Corp | 12,721 | $136.4K | 0.07% | +12,721 | New |
| WMG Financial Advisors, LLC | 12,751 | $136.7K | 0.06% | +437+3.5% | Added |