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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 287,012 | $3.08M | 0.01% | +19,904+7.5% | Added |
| Quantinno Capital Management LP | 285,102 | $3.06M | 0.01% | +51,996+22.3% | Added |
| AQR Capital Management LLC | 282,484 | $3.03M | 0.00% | +109,147+63.0% | Added |
| Mount Lucas Management LP | 279,900 | $3.00M | 1.33% | −177,100−38.8% | Reduced |
| US Bancorp | 277,162 | $2.97M | 0.00% | +40,214+17.0% | Added |
| LFG Wealth Partners, LLC | 273,465 | $2.93M | 1.87% | +273,465 | New |
| J.W. Cole Advisors, Inc. | 466,052 | $2.92M | 0.07% | −20,727−4.3% | Reduced |
| CIBC World Markets Corp | 269,807 | $2.89M | 0.01% | +269,807 | New |
| Franklin Resources Inc | 267,811 | $2.87M | 0.00% | −132,876−33.2% | Reduced |
| Manufacturers Life Insurance Company, The | 258,231 | $2.77M | 0.00% | +10,855+4.4% | Added |
| Summit Financial, LLC | 252,691 | $2.74M | 0.04% | −1,930−0.8% | Reduced |
| Verition Fund Management LLC | 252,139 | $2.70M | 0.01% | −10,477−4.0% | Reduced |
| GraniteShares Advisors LLC | 249,810 | $2.68M | 1.63% | −84,098−25.2% | Reduced |
| Edgestream Partners, L.P. | 248,132 | $2.66M | 0.07% | +248,132 | New |
| Kovack Advisors, Inc. | 240,941 | $2.58M | 0.12% | +14,520+6.4% | Added |
| Private Advisor Group, LLC | 239,640 | $2.57M | 0.01% | +9,117+4.0% | Added |
| Simplicity Wealth,LLC | 234,902 | $2.52M | 0.15% | +30,954+15.2% | Added |
| KLP Kapitalforvaltning AS | 228,500 | $2.47M | 0.01% | +15,600+7.3% | Added |
| RBF Capital, LLC | 230,000 | $2.47M | 0.11% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 229,764 | $2.46M | 0.25% | −7,060−3.0% | Reduced |
| Ethic Inc. | 223,848 | $2.40M | 0.04% | +71,288+46.7% | Added |
| Pathstone Holdings, LLC | 220,205 | $2.38M | 0.01% | +1,400+0.6% | Added |
| Hollencrest Capital Management | 220,800 | $2.37M | 0.08% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 207,327 | $2.23M | 0.00% | +29,797+16.8% | Added |
| Illinois Municipal Retirement Fund | 198,281 | $2.13M | 0.03% | +76,063+62.2% | Added |
| Waterfront Wealth Inc. | 177,180 | $2.10M | 0.40% | +573+0.3% | Added |
| Rockefeller Capital Management L.P. | 195,859 | $2.10M | 0.00% | +4,935+2.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 195,221 | $2.09M | 0.00% | +27,073+16.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 184,368 | $2.06M | 0.00% | +33,710+22.4% | Added |
| American Assets Investment Management, LLC | 80,000 | $2.00M | 0.14% | +80,000 | New |
| CAPROCK Group, Inc. | 184,600 | $2.00M | 0.04% | +5,938+3.3% | Added |
| Guggenheim Capital LLC | 183,831 | $1.97M | 0.01% | −2,413−1.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 182,682 | $1.96M | 0.05% | +5,192+2.9% | Added |
| Russell Investments Group, Ltd. | 181,832 | $1.95M | 0.00% | −22,650−11.1% | Reduced |
| Kestra Advisory Services, LLC | 180,315 | $1.93M | 0.01% | +19,851+12.4% | Added |
| Bluefin Capital Management, LLC | 179,200 | $1.92M | 0.54% | +179,200 | New |
| Cozad Asset Management Inc | 178,680 | $1.92M | 0.15% | +5,110+2.9% | Added |
| Steward Partners Investment Advisory, LLC | 176,913 | $1.90M | 0.01% | −5,389−3.0% | Reduced |
| Weiss Asset Management LP | 175,443 | $1.88M | 0.03% | +175,443 | New |
| Lighthouse Investment Partners, LLC | 173,773 | $1.86M | 0.06% | +173,773 | New |
| Utah Retirement Systems | 173,471 | $1.86M | 0.02% | +1,829+1.1% | Added |
| Founders Financial Alliance, LLC | 171,517 | $1.84M | 0.35% | −285−0.2% | Reduced |
| Fieldview Capital Management, LLC | 170,640 | $1.83M | 0.31% | +170,640 | New |
| Penserra Capital Management LLC | 161,524 | $1.73M | 0.02% | −12,927−7.4% | Reduced |
| Fortitude Financial, LLC | 157,547 | $1.69M | 1.43% | +48,908+45.0% | Added |
| HighTower Advisors, LLC | 156,351 | $1.68M | 0.00% | +8,658+5.9% | Added |
| Pictet Asset Management Holding SA | 155,704 | $1.67M | 0.00% | +9,599+6.6% | Added |
| Beacon Pointe Advisors, LLC | 155,157 | $1.66M | 0.01% | +4,214+2.8% | Added |
| Southland Equity Partners LLC | 154,182 | $1.65M | 0.33% | +132,996+627.8% | Added |
| SeaCrest Wealth Management, LLC | 149,241 | $1.65M | 0.17% | +20,287+15.7% | Added |
| Sowell Financial Services LLC | 150,135 | $1.61M | 0.06% | +49,865+49.7% | Added |
| Astoria Portfolio Advisors LLC. | 141,849 | $1.60M | 0.36% | +19,829+16.3% | Added |
| Caxton Associates LLP | 147,067 | $1.58M | 0.03% | +147,067 | New |
| HBK Sorce Advisory LLC | 137,566 | $1.57M | 0.04% | +4,243+3.2% | Added |
| NewEdge Wealth, LLC | 145,399 | $1.56M | 0.02% | −301−0.2% | Reduced |
| Westend Capital Management, LLC | 141,620 | $1.52M | 0.43% | −1,854−1.3% | Reduced |
| Frank, Rimerman Advisors LLC | 141,178 | $1.51M | 0.10% | +77,971+123.4% | Added |
| Bramshill Investments, LLC | 140,398 | $1.51M | 0.09% | −83,936−37.4% | Reduced |
| CI Private Wealth, LLC | 135,360 | $1.45M | 0.00% | +99,284+275.2% | Added |
| Aubrey Capital Management Ltd | 132,000 | $1.43M | 0.56% | −3,300−2.4% | Reduced |
| Quadrature Capital Ltd | 127,630 | $1.37M | 0.01% | +127,630 | New |
| Great West Life Assurance Co | 127,214 | $1.36M | 0.00% | −196,644−60.7% | Reduced |
| Simplify Asset Management Inc. | 127,037 | $1.36M | 0.02% | +41,037+47.7% | Added |
| NEOS Investment Management LLC | 124,588 | $1.34M | 0.01% | +37,620+43.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 119,456 | $1.32M | 0.01% | +24,856+26.3% | Added |
| Deutsche Bank AG | 121,895 | $1.31M | 0.00% | +6,179+5.3% | Added |
| Clear Street Markets LLC | 121,000 | $1.30M | 0.23% | −18,700−13.4% | Reduced |
| Toroso Investments, LLC | 118,437 | $1.27M | 0.01% | +51,810+77.8% | Added |
| Sigma Planning Corp | 116,970 | $1.25M | 0.03% | +176+0.2% | Added |
| Oak Thistle LLC | 115,765 | $1.24M | 0.17% | +42,922+58.9% | Added |
| Sullivan Wood Capital Management LLC | 114,400 | $1.24M | 1.87% | +37,000+47.8% | Added |
| Schonfeld Strategic Advisors LLC | 114,777 | $1.23M | 0.01% | −1,816,266−94.1% | Reduced |
| Allworth Financial LP | 113,897 | $1.22M | 0.01% | −10,250−8.3% | Reduced |
| Collar Capital Management, LLC | 112,466 | $1.21M | 0.81% | +1,900+1.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 111,515 | $1.20M | 0.00% | −5,497−4.7% | Reduced |
| Norden Group LLC | 109,967 | $1.18M | 0.12% | +49,490+81.8% | Added |
| Spears Abacus Advisors LLC | 109,540 | $1.17M | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 107,865 | $1.16M | 0.00% | +15,983+17.4% | Added |
| Stableford Capital II LLC | 106,992 | $1.15M | 0.41% | −4,320−3.9% | Reduced |
| Polymer Capital Management (US) LLC | 106,690 | $1.14M | 0.15% | +16,664+18.5% | Added |
| AlphaCore Capital LLC | 105,152 | $1.14M | 0.03% | −2,551−2.4% | Reduced |
| Independent Advisor Alliance | 104,465 | $1.12M | 0.03% | −90.0% | Reduced |
| Wealthspire Advisors, LLC | 104,287 | $1.12M | 0.01% | +907+0.9% | Added |
| Dynamic Advisor Solutions LLC | 104,218 | $1.12M | 0.04% | +78,053+298.3% | Added |
| Two Sigma Securities, LLC | 103,310 | $1.11M | 0.15% | +91,407+767.9% | Added |
| CWM, LLC | 102,637 | $1.10M | 0.00% | −30,663−23.0% | Reduced |
| Public Employees Retirement Association of Colorado | 100,510 | $1.08M | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 98,480 | $1.06M | 0.09% | +98,480 | New |
| Innova Wealth Partners | 96,608 | $1.04M | 0.52% | +17,278+21.8% | Added |
| Sage Mountain Advisors LLC | 95,176 | $1.02M | 0.05% | −67,798−41.6% | Reduced |
| Guidance Capital, Inc | 85,809 | $1.01M | 0.25% | +11,095+14.8% | Added |
| Arkadios Wealth Advisors | 94,327 | $1.01M | 0.02% | −27,268−22.4% | Reduced |
| Principal Securities, Inc. | 93,483 | $1.00M | 0.02% | +9,558+11.4% | Added |
| Main Street Financial Solutions, LLC | 92,289 | $989.3K | 0.07% | +7,361+8.7% | Added |
| New York Life Investment Management LLC | 91,950 | $985.7K | 0.01% | −11,512−11.1% | Reduced |
| Captrust Financial Advisors | 91,592 | $981.9K | 0.00% | +270+0.3% | Added |
| Fortitude Advisory Group L.L.C. | 89,656 | $961.1K | 0.41% | +21,009+30.6% | Added |
| Cannon Global Investment Management, LLC | 89,400 | $958.4K | 2.54% | +89,400 | New |
| Steadtrust LLC | 88,992 | $954.0K | 0.59% | 00.0% | Unchanged |
| Cooper Financial Group | 87,679 | $939.9K | 0.10% | +745+0.9% | Added |