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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 12,843 | $137.7K | 0.01% | −1,390−9.8% | Reduced |
| BCO Wealth Management LLC | 12,873 | $138.0K | 0.08% | −2,088−14.0% | Reduced |
| Laird Norton Trust Company, LLC | 12,754 | $138.3K | 0.00% | +12,754 | New |
| Hilton Capital Management, LLC | 13,000 | $139.4K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 13,100 | $140.4K | 0.00% | +1,900+17.0% | Added |
| Perigon Wealth Management, LLC | 13,163 | $141.1K | 0.00% | +1,421+12.1% | Added |
| Miramontes Capital, LLC | 13,283 | $142.4K | 0.05% | +13,283 | New |
| Parkside Financial Bank & Trust | 13,497 | $144.7K | 0.01% | +3,394+33.6% | Added |
| Oarsman Capital, Inc. | 13,498 | $144.7K | 0.02% | −899−6.2% | Reduced |
| Level Four Advisory Services, LLC | 13,524 | $145.0K | 0.00% | −190−1.4% | Reduced |
| Fortis Group Advisors, LLC | 12,785 | $145.7K | 0.02% | +12,700+14,941.2% | Added |
| EverSource Wealth Advisors, LLC | 13,697 | $146.8K | 0.01% | −107−0.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 13,804 | $148.0K | 0.03% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,828 | $148.2K | 0.00% | +13,828 | New |
| Aegis Wealth Management, Inc. | 13,860 | $148.6K | 0.12% | +13,860 | New |
| AlphaGrep UK Ltd | 14,052 | $150.6K | 0.05% | +14,052 | New |
| Fisher Asset Management, LLC | 14,060 | $150.7K | 0.00% | +3,756+36.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,113 | $151.3K | 0.00% | +2,205+18.5% | Added |
| Diligent Investors, LLC | 14,132 | $151.5K | 0.04% | −1,445−9.3% | Reduced |
| The PNC Financial Services Group, Inc. | 14,197 | $152.2K | 0.00% | −900−6.0% | Reduced |
| Park Avenue Securities LLC | 14,743 | $158.0K | 0.00% | +534+3.8% | Added |
| NBC Securities, Inc. | 14,766 | $158.3K | 0.01% | −2,293−13.4% | Reduced |
| Rogco, LP | 15,000 | $160.8K | 0.05% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 15,000 | $160.8K | 0.30% | +15,000 | New |
| Farther Finance Advisors, LLC | 15,138 | $162.3K | 0.00% | +1,749+13.1% | Added |
| Traynor Capital Management, Inc. | 15,215 | $163.1K | 0.01% | −1,808−10.6% | Reduced |
| David Loasby | 14,348 | $163.3K | 0.01% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 15,435 | $165.5K | 0.05% | +1,844+13.6% | Added |
| TD Private Client Wealth LLC | 15,712 | $168.4K | 0.00% | −265−1.7% | Reduced |
| One Charles Private Wealth Services, LLC | 16,002 | $171.5K | 0.04% | +113+0.7% | Added |
| Guardian Wealth Advisors, LLC | 16,101 | $172.6K | 0.01% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,146 | $173.1K | 0.00% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 16,335 | $175.1K | 0.07% | +338+2.1% | Added |
| Private Trust Co NA | 16,469 | $176.5K | 0.02% | −1,200−6.8% | Reduced |
| Value Investment Professionals, LLC | 16,541 | $177.3K | 0.19% | +16,541 | New |
| Eight 31 Financial LLC | 16,676 | $178.8K | 0.10% | +569+3.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,663 | $179.0K | 0.00% | +5,155+44.8% | Added |
| Change Path, LLC | 16,823 | $180.3K | 0.00% | −2,900−14.7% | Reduced |
| Miracle Mile Advisors, LLC | 16,865 | $180.8K | 0.00% | −882−5.0% | Reduced |
| CIBC Private Wealth Group, LLC | 16,997 | $182.2K | 0.00% | +829+5.1% | Added |
| Vanguard Capital Wealth Advisors | 17,000 | $182.2K | 0.15% | −1,000−5.6% | Reduced |
| Navis Wealth Advisors, LLC | 17,000 | $182.2K | 0.08% | 00.0% | Unchanged |
| Solstein Capital, LLC | 17,493 | $187.5K | 0.08% | −1,023−5.5% | Reduced |
| MetLife Investment Management | 17,531 | $187.9K | 0.00% | +187+1.1% | Added |
| Wellington Management Group LLP | 17,749 | $190.3K | 0.00% | −104,154−85.4% | Reduced |
| Bayesian Capital Management, LP | 17,800 | $190.8K | 0.44% | +17,800 | New |
| SMART Wealth LLC | 17,962 | $192.6K | 0.06% | +17,962 | New |
| Lifestyle Asset Management, Inc. | 18,066 | $193.7K | 0.06% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 18,090 | $193.9K | 0.07% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 18,169 | $194.8K | 0.00% | −19−0.1% | Reduced |
| Keystone Financial Group | 18,270 | $195.9K | 0.01% | +7,525+70.0% | Added |
| DnB Asset Management AS | 18,342 | $196.6K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 18,403 | $197.3K | 0.00% | +18,403 | New |
| Key Client Fiduciary Advisors, LLC | 18,434 | $197.6K | 0.07% | +3,806+26.0% | Added |
| Motiv8 Investments LLC | 18,621 | $200.0K | 0.11% | +1,049+6.0% | Added |
| Virtus ETF Advisers LLC | 18,786 | $201.4K | 0.10% | +5,986+46.8% | Added |
| Aptus Capital Advisors, LLC | 18,866 | $202.2K | 0.00% | +81+0.4% | Added |
| Winch Advisory Services, LLC | 18,988 | $203.6K | 0.05% | +646+3.5% | Added |
| AlphaStar Capital Management, LLC | 19,022 | $203.9K | 0.01% | +1,615+9.3% | Added |
| WealthTrust Axiom LLC | 19,200 | $205.8K | 0.05% | −2,000−9.4% | Reduced |
| Jones Financial Companies LLLP | 19,343 | $207.4K | 0.00% | +11,706+153.3% | Added |
| Sequoia Financial Advisors, LLC | 19,423 | $208.2K | 0.00% | +4,390+29.2% | Added |
| Pensionmark Financial Group, LLC | 19,464 | $208.7K | 0.00% | +19,464 | New |
| Fidelis Capital Partners, LLC | 19,475 | $208.8K | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 19,340 | $209.3K | 0.00% | −1,444−6.9% | Reduced |
| Hanlon Investment Management, Inc. | 19,624 | $210.4K | 0.12% | +19,624 | New |
| Visionary Wealth Advisors | 19,663 | $210.8K | 0.01% | +5,434+38.2% | Added |
| Benjamin Edwards Inc | 19,746 | $211.7K | 0.00% | −2,598−11.6% | Reduced |
| Weaver Consulting Group | 19,837 | $212.6K | 0.05% | +157+0.8% | Added |
| Leonteq Securities AG | 20,000 | $214.4K | 0.01% | 00.0% | Unchanged |
| PVG Asset Management Corp | 20,036 | $214.8K | 0.46% | +20,036 | New |
| Boothbay Fund Management, LLC | 20,086 | $215.3K | 0.01% | −274,717−93.2% | Reduced |
| Sherbrooke Park Advisers LLC | 20,104 | $215.5K | 0.56% | −37,782−65.3% | Reduced |
| Redwood Investment Management, LLC | 20,189 | $216.0K | 0.02% | +20,189 | New |
| Insight Advisors, LLC | 20,164 | $216.2K | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 20,189 | $216.4K | 0.00% | +1,666+9.0% | Added |
| IHT Wealth Management, LLC | 20,218 | $216.7K | 0.01% | −2,389−10.6% | Reduced |
| BLB&B Advisors, LLC | 20,305 | $217.7K | 0.01% | +5,500+37.1% | Added |
| AE Wealth Management LLC | 20,355 | $218.2K | 0.00% | +3,193+18.6% | Added |
| Foundations Investment Advisors, LLC | 20,379 | $218.5K | 0.00% | −7,936−28.0% | Reduced |
| Register Financial Advisors LLC | 20,500 | $219.8K | 0.09% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 20,502 | $219.8K | 0.09% | +5,250+34.4% | Added |
| Global Retirement Partners, LLC | 20,594 | $220.8K | 0.00% | −14,581−41.5% | Reduced |
| Portside Wealth Group, LLC | 20,608 | $220.9K | 0.03% | +764+3.9% | Added |
| IFP Advisors, Inc | 20,807 | $223.1K | 0.01% | −1,737−7.7% | Reduced |
| Paragon Capital Management Ltd | 20,880 | $223.8K | 0.04% | +715+3.5% | Added |
| M Holdings Securities, Inc. | 20,971 | $225.0K | 0.02% | +20,971 | New |
| Frisch Financial Group, Inc. | 20,932 | $226.9K | 0.05% | +20,932 | New |
| 180 Wealth Advisors, LLC | 21,168 | $226.9K | 0.03% | +265+1.3% | Added |
| Atria Investments LLC | 21,230 | $227.6K | 0.00% | −348−1.6% | Reduced |
| Signaturefd, LLC | 21,300 | $228.3K | 0.00% | +6,285+41.9% | Added |
| New Wave Wealth Advisors LLC | 21,288 | $230.6K | 0.08% | +1,351+6.8% | Added |
| Compass Financial Group, INC | 21,521 | $230.7K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 21,629 | $231.9K | 0.00% | +4,947+29.7% | Added |
| We Are One Seven, LLC | 21,680 | $232.4K | 0.00% | +220+1.0% | Added |
| Longboard Asset Management, LP | 21,708 | $232.7K | 1.48% | 00.0% | Unchanged |
| Ellevest, Inc. | 22,131 | $237.2K | 0.03% | +22,131 | New |
| Davidson Trust Co | 22,356 | $239.7K | 0.10% | +22,356 | New |
| Shay Capital LLC | 23,000 | $246.6K | 0.04% | −292,606−92.7% | Reduced |
| Nomura Holdings Inc | 23,075 | $247.4K | 0.00% | +264+1.2% | Added |