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, Q1 2026
Institutional positions in AGNC Investment Corp. as of Mar 31, 2026. 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
- 679
- +45 vs. Q4 2025
- Shares held
- 428.0M
- +121.4M (+39.6%) vs. Q4 2025
- Total value
- $4.30B
- +$1.01B (+30.7%) vs. Q4 2025
- New holders
- 119
- 302 more added
- Sold out
- 74
- 164 more reduced
13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1 | $9 | 0.00% | −299−99.7% | Reduced |
| Center for Financial Planning, Inc. | 3 | $31 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 5 | $52 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 14 | $141 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $149 | 0.00% | +14 | New |
| Hughes Financial Services, LLC | 18 | $181 | 0.00% | +18 | New |
| Dunhill Financial, LLC | 21 | $213 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 22 | $221 | 0.00% | +8+57.1% | Added |
| Legacy Wealth Managment, LLC | 23 | $234 | 0.00% | −8−25.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 25 | $251 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 26 | $261 | 0.00% | +5+23.8% | Added |
| Mather Group, LLC. | 27 | $273 | 0.00% | +27 | New |
| Harbor Asset Planning, Inc. | 28 | $278 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 28 | $281 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 40 | $401 | 0.00% | +40 | New |
| Rialto Wealth Management, LLC | 44 | $442 | 0.00% | +44 | New |
| Torren Management, LLC | 45 | $452 | 0.00% | +1+2.3% | Added |
| SHP Wealth Management | 46 | $461 | 0.00% | +46 | New |
| Intentional Wealth Strategies, LLC | 46 | $461 | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 47 | $471 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $512 | 0.00% | −1,966−97.5% | Reduced |
| True Wealth Design, LLC | 57 | $572 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 60 | $602 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 77 | $772 | 0.00% | +77 | New |
| Fortis Group Advisors, LLC | 85 | $853 | 0.00% | −12,700−99.3% | Reduced |
| Key Financial Inc | 89 | $893 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 98 | $1.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 108 | $1.08K | 0.00% | +108 | New |
| Key Capital Management, INC | 109 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 114 | $1.14K | 0.00% | −117−50.6% | Reduced |
| Principia Wealth Advisory, LLC | 116 | $1.16K | 0.00% | +56+93.3% | Added |
| American Capital Advisory, LLC | 118 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 119 | $1.19K | 0.00% | +119 | New |
| Quest 10 Wealth Builders, Inc. | 122 | $1.22K | 0.00% | −1−0.8% | Reduced |
| Mountain Hill Investment Partners Corp. | 128 | $1.29K | 0.00% | +4+3.2% | Added |
| Atlantic Trust, LLC | 145 | $1.46K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 153 | $1.53K | 0.00% | −36−19.0% | Reduced |
| Cornerstone Planning Group LLC | 148 | $1.58K | 0.00% | +5+3.5% | Added |
| Cary Street Partner Investment Advisory LLC | 173 | $1.74K | 0.00% | −51−22.8% | Reduced |
| Motco | 173 | $1.74K | 0.00% | +173 | New |
| Cromwell Holdings LLC | 196 | $1.99K | 0.00% | +50+34.2% | Added |
| Bessemer Group Inc | 210 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 228 | $2.00K | 0.00% | +8+3.6% | Added |
| Glen Eagle Advisors, LLC | 200 | $2.01K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 199 | $2.01K | 0.00% | +199 | New |
| McGuire Capital Advisors Inc | 224 | $2.24K | 0.00% | +31+16.1% | Added |
| Beaird Harris Wealth Management, LLC | 225 | $2.26K | 0.00% | +225 | New |
| Fortitude Family Office, LLC | 229 | $2.30K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 250 | $2.51K | 0.00% | +250 | New |
| NBT Bank N A | 269 | $2.70K | 0.00% | +269 | New |
| Marquette Asset Management, LLC | 271 | $2.72K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 285 | $2.86K | 0.00% | +285 | New |
| Pin Oak Investment Advisors Inc | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 301 | $3.02K | 0.00% | −245−44.9% | Reduced |
| Essential Partners LLC | 303 | $3.04K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 325 | $3.26K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 325 | $3.26K | 0.00% | +223+218.6% | Added |
| Aspect Partners, LLC | 335 | $3.36K | 0.00% | +4+1.2% | Added |
| Retirement Wealth Solutions LLC | 392 | $3.93K | 0.00% | +167+74.2% | Added |
| Brown Brothers Harriman & Co | 469 | $4.70K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 500 | $5.01K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 500 | $5.01K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 506 | $5.08K | 0.00% | +506 | New |
| Sachetta, LLC | 526 | $5.28K | 0.00% | +293+125.8% | Added |
| Godsey & Gibb Associates | 540 | $5.42K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 581 | $5.83K | 0.00% | +340+141.1% | Added |
| Wolff Wiese Magana LLC | 600 | $6.02K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 660 | $6.62K | 0.00% | −140−17.5% | Reduced |
| MCF Advisors LLC | 680 | $6.90K | 0.00% | +680 | New |
| Quent Capital, LLC | 700 | $7.02K | 0.00% | +479+216.7% | Added |
| Bell Investment Advisors, Inc | 703 | $7.05K | 0.00% | −72−9.3% | Reduced |
| PlanVest Financial, Inc | 742 | $7.44K | 0.01% | +742 | New |
| Quadrant Capital Group LLC | 823 | $8.26K | 0.00% | +647+367.6% | Added |
| Root Financial Partners, LLC | 923 | $9.26K | 0.00% | +856+1,277.6% | Added |
| Rothschild Investment LLC | 989 | $9.92K | 0.00% | +74+8.1% | Added |
| Basepoint Wealth LLC | 1,008 | $10.1K | 0.01% | +32+3.3% | Added |
| RWM Asset Management, LLC | 1,012 | $10.2K | 0.00% | +1,012 | New |
| Peterson Wealth Management | 1,033 | $10.4K | 0.01% | +1,033 | New |
| CX Institutional | 1,144 | $11.0K | 0.00% | +1,144 | New |
| Financial Network Wealth Advisors LLC | 1,106 | $11.1K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,109 | $11.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,155 | $11.7K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1,183 | $11.9K | 0.00% | −44−3.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,200 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,226 | $12.3K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,234 | $12.4K | 0.00% | +39+3.3% | Added |
| Rossby Financial, LCC | 1,328 | $13.3K | 0.00% | +184+16.1% | Added |
| Zions Bancorporation, National Association | 1,370 | $13.7K | 0.00% | +116+9.3% | Added |
| AdvisorNet Financial, Inc | 1,373 | $13.8K | 0.00% | +175+14.6% | Added |
| Broadwater Capital Management LLC | 1,320 | $14.2K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1,288 | $14.3K | 0.02% | +43+3.5% | Added |
| Aventura Private Wealth, LLC | 1,500 | $15.0K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,550 | $15.5K | 0.00% | +1,550 | New |
| Versant Capital Management, Inc | 1,551 | $15.6K | 0.00% | +879+130.8% | Added |
| Manning & Napier Advisors LLC | 1,623 | $16.0K | 0.00% | +1,623 | New |
| Massmutual Trust Co FSB | 1,719 | $17.2K | 0.00% | −1,532−47.1% | Reduced |
| Assetmark, Inc | 1,755 | $17.6K | 0.00% | −335−16.0% | Reduced |
| Financial Connections Group, Inc. | 1,822 | $18.0K | 0.01% | +58+3.3% | Added |
| Roble, Belko & Company, Inc | 1,786 | $18.0K | 0.00% | +1,025+134.7% | Added |
| Clearstead Advisors, LLC | 1,841 | $18.5K | 0.00% | +1,049+132.4% | Added |