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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 33,283 | $356.8K | 0.00% | +3,754+12.7% | Added |
| D.A. Davidson & Co. | 33,151 | $355.4K | 0.00% | −1,626−4.7% | Reduced |
| Howland Capital Management LLC | 32,768 | $355.2K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 33,109 | $355.2K | 0.00% | +17,312+109.6% | Added |
| Wealthcare Advisory Partners LLC | 32,642 | $349.9K | 0.01% | −4,885−13.0% | Reduced |
| CIBC Asset Management Inc | 32,598 | $349.5K | 0.00% | +10,779+49.4% | Added |
| Sunbelt Securities, Inc. | 32,538 | $348.8K | 0.02% | −138−0.4% | Reduced |
| RMB Capital Management, LLC | 31,823 | $339.2K | 0.01% | +805+2.6% | Added |
| Ameritas Advisory Services, LLC | 31,521 | $337.9K | 0.01% | −6,036−16.1% | Reduced |
| KBC Group NV | 31,315 | $336.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 31,307 | $335.6K | 0.00% | +1,433+4.8% | Added |
| HSBC Holdings PLC | 31,057 | $332.9K | 0.00% | −5,709−15.5% | Reduced |
| Qube Research & Technologies Ltd | 31,033 | $332.7K | 0.00% | +31,033 | New |
| Apollon Wealth Management, LLC | 30,960 | $331.9K | 0.01% | +7,935+34.5% | Added |
| HB Wealth Management, LLC | 30,751 | $329.7K | 0.00% | +1,758+6.1% | Added |
| Advisortrust Partners, LLC | 30,633 | $328.4K | 0.14% | +30,633 | New |
| Angel Oak Capital Advisors, LLC | 30,500 | $327.0K | 0.48% | 00.0% | Unchanged |
| Capital Advisors Inc | 30,356 | $325.4K | 0.01% | +4,846+19.0% | Added |
| Nwam LLC | 27,561 | $324.7K | 0.02% | −242−0.9% | Reduced |
| Signal Advisors Wealth, LLC | 30,182 | $323.6K | 0.03% | +3,511+13.2% | Added |
| Avantax Planning Partners, Inc. | 29,955 | $321.1K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 29,791 | $319.4K | 0.00% | −746−2.4% | Reduced |
| Joel Isaacson & Co., LLC | 29,526 | $316.5K | 0.01% | +973+3.4% | Added |
| Principal Financial Group Inc | 29,419 | $315.4K | 0.00% | −9,210−23.8% | Reduced |
| Mutual Advisors, LLC | 29,391 | $315.1K | 0.01% | +174+0.6% | Added |
| Intech Investment Management LLC | 29,108 | $312.0K | 0.00% | −7,840−21.2% | Reduced |
| Armstrong Advisory Group, Inc | 29,013 | $311.0K | 0.02% | +1,730+6.3% | Added |
| Meeder Advisory Services, Inc. | 28,780 | $308.5K | 0.01% | +15,441+115.8% | Added |
| Aspen Wealth Strategies, LLC | 28,720 | $307.9K | 0.17% | −39−0.1% | Reduced |
| Blair William & Co | 28,203 | $302.3K | 0.00% | +9,008+46.9% | Added |
| Fiduciary Alliance LLC | 26,740 | $286.7K | 0.02% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 26,565 | $284.8K | 0.04% | +1,874+7.6% | Added |
| Summit Trail Advisors, LLC | 26,229 | $284.3K | 0.00% | +1,590+6.5% | Added |
| Creative Financial Designs Inc | 26,386 | $282.9K | 0.02% | +8,275+45.7% | Added |
| CFO4Life Group, LLC | 26,129 | $280.1K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 25,655 | $275.0K | 0.00% | +786+3.2% | Added |
| J.M. Arbour, LLC | 25,493 | $273.3K | 0.27% | +25,493 | New |
| Front Row Advisors LLC | 25,000 | $271.0K | 0.09% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 25,105 | $269.1K | 0.09% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 24,875 | $266.7K | 0.04% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 24,717 | $265.0K | 0.00% | −269,783−91.6% | Reduced |
| Vise Technologies, Inc. | 24,676 | $264.5K | 0.01% | +24,676 | New |
| Maridea Wealth Management LLC | 24,125 | $258.6K | 0.04% | −29,654−55.1% | Reduced |
| Geneos Wealth Management Inc. | 24,004 | $257.3K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 23,946 | $256.7K | 0.01% | −6,605−21.6% | Reduced |
| Private Wealth Asset Management, LLC | 23,639 | $253.4K | 0.03% | +23,639 | New |
| AA Financial Advisors, LLC | 23,091 | $247.5K | 0.05% | 00.0% | Unchanged |
| Nomura Holdings Inc | 23,075 | $247.4K | 0.00% | +264+1.2% | Added |
| Shay Capital LLC | 23,000 | $246.6K | 0.04% | −292,606−92.7% | Reduced |
| Davidson Trust Co | 22,356 | $239.7K | 0.10% | +22,356 | New |
| Ellevest, Inc. | 22,131 | $237.2K | 0.03% | +22,131 | New |
| Longboard Asset Management, LP | 21,708 | $232.7K | 1.48% | 00.0% | Unchanged |
| We Are One Seven, LLC | 21,680 | $232.4K | 0.00% | +220+1.0% | Added |
| O'Shaughnessy Asset Management, LLC | 21,629 | $231.9K | 0.00% | +4,947+29.7% | Added |
| Compass Financial Group, INC | 21,521 | $230.7K | 0.03% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 21,288 | $230.6K | 0.08% | +1,351+6.8% | Added |
| Signaturefd, LLC | 21,300 | $228.3K | 0.00% | +6,285+41.9% | Added |
| Atria Investments LLC | 21,230 | $227.6K | 0.00% | −348−1.6% | Reduced |
| 180 Wealth Advisors, LLC | 21,168 | $226.9K | 0.03% | +265+1.3% | Added |
| Frisch Financial Group, Inc. | 20,932 | $226.9K | 0.05% | +20,932 | New |
| M Holdings Securities, Inc. | 20,971 | $225.0K | 0.02% | +20,971 | New |
| Paragon Capital Management Ltd | 20,880 | $223.8K | 0.04% | +715+3.5% | Added |
| IFP Advisors, Inc | 20,807 | $223.1K | 0.01% | −1,737−7.7% | Reduced |
| Portside Wealth Group, LLC | 20,608 | $220.9K | 0.03% | +764+3.9% | Added |
| Global Retirement Partners, LLC | 20,594 | $220.8K | 0.00% | −14,581−41.5% | Reduced |
| JBR Co Financial Management Inc | 20,502 | $219.8K | 0.09% | +5,250+34.4% | Added |
| Register Financial Advisors LLC | 20,500 | $219.8K | 0.09% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 20,379 | $218.5K | 0.00% | −7,936−28.0% | Reduced |
| AE Wealth Management LLC | 20,355 | $218.2K | 0.00% | +3,193+18.6% | Added |
| BLB&B Advisors, LLC | 20,305 | $217.7K | 0.01% | +5,500+37.1% | Added |
| IHT Wealth Management, LLC | 20,218 | $216.7K | 0.01% | −2,389−10.6% | Reduced |
| Warren Averett Asset Management, LLC | 20,189 | $216.4K | 0.00% | +1,666+9.0% | Added |
| Insight Advisors, LLC | 20,164 | $216.2K | 0.03% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 20,189 | $216.0K | 0.02% | +20,189 | New |
| Sherbrooke Park Advisers LLC | 20,104 | $215.5K | 0.56% | −37,782−65.3% | Reduced |
| Boothbay Fund Management, LLC | 20,086 | $215.3K | 0.01% | −274,717−93.2% | Reduced |
| PVG Asset Management Corp | 20,036 | $214.8K | 0.46% | +20,036 | New |
| Leonteq Securities AG | 20,000 | $214.4K | 0.01% | 00.0% | Unchanged |
| Weaver Consulting Group | 19,837 | $212.6K | 0.05% | +157+0.8% | Added |
| Benjamin Edwards Inc | 19,746 | $211.7K | 0.00% | −2,598−11.6% | Reduced |
| Visionary Wealth Advisors | 19,663 | $210.8K | 0.01% | +5,434+38.2% | Added |
| Hanlon Investment Management, Inc. | 19,624 | $210.4K | 0.12% | +19,624 | New |
| RSM US Wealth Management LLC | 19,340 | $209.3K | 0.00% | −1,444−6.9% | Reduced |
| Fidelis Capital Partners, LLC | 19,475 | $208.8K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 19,464 | $208.7K | 0.00% | +19,464 | New |
| Sequoia Financial Advisors, LLC | 19,423 | $208.2K | 0.00% | +4,390+29.2% | Added |
| Jones Financial Companies LLLP | 19,343 | $207.4K | 0.00% | +11,706+153.3% | Added |
| WealthTrust Axiom LLC | 19,200 | $205.8K | 0.05% | −2,000−9.4% | Reduced |
| AlphaStar Capital Management, LLC | 19,022 | $203.9K | 0.01% | +1,615+9.3% | Added |
| Winch Advisory Services, LLC | 18,988 | $203.6K | 0.05% | +646+3.5% | Added |
| Aptus Capital Advisors, LLC | 18,866 | $202.2K | 0.00% | +81+0.4% | Added |
| Virtus ETF Advisers LLC | 18,786 | $201.4K | 0.10% | +5,986+46.8% | Added |
| Motiv8 Investments LLC | 18,621 | $200.0K | 0.11% | +1,049+6.0% | Added |
| Key Client Fiduciary Advisors, LLC | 18,434 | $197.6K | 0.07% | +3,806+26.0% | Added |
| Jump Financial, LLC | 18,403 | $197.3K | 0.00% | +18,403 | New |
| DnB Asset Management AS | 18,342 | $196.6K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 18,270 | $195.9K | 0.01% | +7,525+70.0% | Added |
| Cary Street Partners Financial LLC | 18,169 | $194.8K | 0.00% | −19−0.1% | Reduced |
| Collaborative Wealth Managment Inc. | 18,090 | $193.9K | 0.07% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 18,066 | $193.7K | 0.06% | 00.0% | Unchanged |