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 |
|---|---|---|---|---|---|
| AA Financial Advisors, LLC | 23,091 | $247.5K | 0.05% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 23,639 | $253.4K | 0.03% | +23,639 | New |
| Quest Partners LLC | 23,946 | $256.7K | 0.01% | −6,605−21.6% | Reduced |
| Geneos Wealth Management Inc. | 24,004 | $257.3K | 0.01% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 24,125 | $258.6K | 0.04% | −29,654−55.1% | Reduced |
| Vise Technologies, Inc. | 24,676 | $264.5K | 0.01% | +24,676 | New |
| CIBC World Markets Inc. | 24,717 | $265.0K | 0.00% | −269,783−91.6% | Reduced |
| Gilman Hill Asset Management, LLC | 24,875 | $266.7K | 0.04% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 25,105 | $269.1K | 0.09% | 00.0% | Unchanged |
| Front Row Advisors LLC | 25,000 | $271.0K | 0.09% | 00.0% | Unchanged |
| J.M. Arbour, LLC | 25,493 | $273.3K | 0.27% | +25,493 | New |
| STRS Ohio | 25,655 | $275.0K | 0.00% | +786+3.2% | Added |
| CFO4Life Group, LLC | 26,129 | $280.1K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26,386 | $282.9K | 0.02% | +8,275+45.7% | Added |
| Summit Trail Advisors, LLC | 26,229 | $284.3K | 0.00% | +1,590+6.5% | Added |
| HORAN Wealth, LLC | 26,565 | $284.8K | 0.04% | +1,874+7.6% | Added |
| Fiduciary Alliance LLC | 26,740 | $286.7K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 28,203 | $302.3K | 0.00% | +9,008+46.9% | Added |
| Aspen Wealth Strategies, LLC | 28,720 | $307.9K | 0.17% | −39−0.1% | Reduced |
| Meeder Advisory Services, Inc. | 28,780 | $308.5K | 0.01% | +15,441+115.8% | Added |
| Armstrong Advisory Group, Inc | 29,013 | $311.0K | 0.02% | +1,730+6.3% | Added |
| Intech Investment Management LLC | 29,108 | $312.0K | 0.00% | −7,840−21.2% | Reduced |
| Mutual Advisors, LLC | 29,391 | $315.1K | 0.01% | +174+0.6% | Added |
| Principal Financial Group Inc | 29,419 | $315.4K | 0.00% | −9,210−23.8% | Reduced |
| Joel Isaacson & Co., LLC | 29,526 | $316.5K | 0.01% | +973+3.4% | Added |
| Kingsview Wealth Management, LLC | 29,791 | $319.4K | 0.00% | −746−2.4% | Reduced |
| Avantax Planning Partners, Inc. | 29,955 | $321.1K | 0.01% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 30,182 | $323.6K | 0.03% | +3,511+13.2% | Added |
| Nwam LLC | 27,561 | $324.7K | 0.02% | −242−0.9% | Reduced |
| Capital Advisors Inc | 30,356 | $325.4K | 0.01% | +4,846+19.0% | Added |
| Angel Oak Capital Advisors, LLC | 30,500 | $327.0K | 0.48% | 00.0% | Unchanged |
| Advisortrust Partners, LLC | 30,633 | $328.4K | 0.14% | +30,633 | New |
| HB Wealth Management, LLC | 30,751 | $329.7K | 0.00% | +1,758+6.1% | Added |
| Apollon Wealth Management, LLC | 30,960 | $331.9K | 0.01% | +7,935+34.5% | Added |
| Qube Research & Technologies Ltd | 31,033 | $332.7K | 0.00% | +31,033 | New |
| HSBC Holdings PLC | 31,057 | $332.9K | 0.00% | −5,709−15.5% | Reduced |
| Truist Financial Corp | 31,307 | $335.6K | 0.00% | +1,433+4.8% | Added |
| KBC Group NV | 31,315 | $336.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 31,521 | $337.9K | 0.01% | −6,036−16.1% | Reduced |
| RMB Capital Management, LLC | 31,823 | $339.2K | 0.01% | +805+2.6% | Added |
| Sunbelt Securities, Inc. | 32,538 | $348.8K | 0.02% | −138−0.4% | Reduced |
| CIBC Asset Management Inc | 32,598 | $349.5K | 0.00% | +10,779+49.4% | Added |
| Wealthcare Advisory Partners LLC | 32,642 | $349.9K | 0.01% | −4,885−13.0% | Reduced |
| M&T Bank Corp | 33,109 | $355.2K | 0.00% | +17,312+109.6% | Added |
| Howland Capital Management LLC | 32,768 | $355.2K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 33,151 | $355.4K | 0.00% | −1,626−4.7% | Reduced |
| Vident Advisory, LLC | 33,283 | $356.8K | 0.00% | +3,754+12.7% | Added |
| Everence Capital Management Inc | 33,700 | $361.0K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33,718 | $361.5K | 0.01% | +126+0.4% | Added |
| Magnus Financial Group LLC | 33,881 | $363.2K | 0.03% | −615−1.8% | Reduced |
| Teacher Retirement System of Texas | 34,325 | $368.0K | 0.00% | −99,314−74.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 34,748 | $372.0K | 0.06% | +6,074+21.2% | Added |
| Kingstone Capital Partners Texas, LLC | 34,691 | $372.0K | 0.22% | +7,164+26.0% | Added |
| Signature Estate & Investment Advisors LLC | 35,113 | $376.4K | 0.01% | +20,184+135.2% | Added |
| Regions Financial Corp | 36,000 | $385.9K | 0.00% | 00.0% | Unchanged |
| Winebrenner Capital Management LLC | 36,200 | $388.1K | 0.26% | −20,000−35.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 36,409 | $390.3K | 0.04% | 00.0% | Unchanged |
| North Dakota State Investment Board | 36,721 | $393.6K | 0.01% | +36,721 | New |
| Legacy Capital Wealth Partners, LLC | 36,790 | $394.4K | 0.08% | +577+1.6% | Added |
| Genesis Wealth Advisors, LLC | 37,160 | $398.4K | 0.27% | +391+1.1% | Added |
| Oppenheimer & Co Inc | 37,608 | $403.2K | 0.01% | −86−0.2% | Reduced |
| Vantage Financial Partners, LLC | 38,148 | $408.9K | 0.08% | −864−2.2% | Reduced |
| Resources Investment Advisors, LLC. | 38,367 | $411.3K | 0.00% | +10,155+36.0% | Added |
| Prime Capital Investment Advisors, LLC | 38,813 | $416.1K | 0.01% | +8,089+26.3% | Added |
| Atomi Financial Group, Inc. | 39,717 | $425.8K | 0.01% | +8,962+29.1% | Added |
| Brinker Capital Investments, LLC | 39,906 | $427.8K | 0.00% | +15,562+63.9% | Added |
| Castleview Partners, LLC | 40,164 | $430.6K | 0.21% | +5,954+17.4% | Added |
| Larson Financial Group LLC | 40,191 | $430.9K | 0.01% | −511−1.3% | Reduced |
| Stephens Inc | 41,390 | $443.7K | 0.01% | −130−0.3% | Reduced |
| Krilogy Financial LLC | 37,791 | $445.9K | 0.02% | +90+0.2% | Added |
| Washington Trust Bank | 41,700 | $447.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 44,227 | $474.1K | 0.01% | +27,902+170.9% | Added |
| Brookstone Capital Management | 44,342 | $475.3K | 0.01% | +2,063+4.9% | Added |
| IFG Advisory, LLC | 45,158 | $484.1K | 0.02% | +260+0.6% | Added |
| First Foundation Advisors | 45,946 | $492.5K | 0.02% | 00.0% | Unchanged |
| Ruffer LLP | 46,517 | $499.4K | 0.02% | +46,517 | New |
| Parallel Advisors, LLC | 47,034 | $504.2K | 0.01% | +14,319+43.8% | Added |
| Swiss Life Asset Management Ltd | 47,609 | $510.4K | 0.00% | +1,652+3.6% | Added |
| Significant Wealth Partners LLC | 47,737 | $511.7K | 0.57% | +47,737 | New |
| Kingswood Wealth Advisors, LLC | 48,031 | $514.9K | 0.02% | +33,260+225.2% | Added |
| Centaurus Financial, Inc. | 48,033 | $515.0K | 0.02% | −22,206−31.6% | Reduced |
| Brevan Howard Capital Management LP | 49,356 | $530.8K | 0.01% | −147,244−74.9% | Reduced |
| Harbour Investments, Inc. | 49,615 | $531.9K | 0.01% | +4,554+10.1% | Added |
| Cane Capital Partners, LLC | 50,134 | $537.4K | 0.23% | +50,134 | New |
| Cornerstone Select Advisors, LLC | 50,745 | $544.0K | 0.38% | +4,216+9.1% | Added |
| Prudential Financial Inc | 50,813 | $544.7K | 0.00% | −29,216−36.5% | Reduced |
| Jane Street Group, LLC | 50,923 | $545.9K | 0.00% | +50,923 | New |
| KG&L Capital Management,LLC | 51,334 | $550.3K | 0.14% | +2,900+6.0% | Added |
| Maryland State Retirement & Pension System | 51,831 | $555.6K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 52,972 | $567.9K | 0.02% | +17,967+51.3% | Added |
| Annex Advisory Services, LLC | 53,385 | $572.3K | 0.01% | +53,385 | New |
| National Bank of Canada | 53,811 | $576.8K | 0.00% | +50,446+1,499.1% | Added |
| Fermata Advisors, LLC | 54,200 | $581.0K | 0.14% | −1,560−2.8% | Reduced |
| Abel Hall, LLC | 54,828 | $587.8K | 0.14% | +23,830+76.9% | Added |
| GWM Advisors LLC | 54,932 | $588.9K | 0.00% | +4,117+8.1% | Added |
| WJ Financial Advisors LLC | 55,013 | $589.7K | 0.53% | −15,566−22.1% | Reduced |
| Yousif Capital Management, LLC | 51,277 | $597.9K | 0.01% | +3,664+7.7% | Added |
| Firethorn Wealth Partners, LLC | 55,784 | $598.0K | 0.22% | −21,171−27.5% | Reduced |
| QRG Capital Management, Inc. | 55,846 | $598.7K | 0.01% | +16,637+42.4% | Added |
| Amalgamated Bank | 56,667 | $607.0K | 0.00% | +4,517+8.7% | Added |