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 |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 1,730 | $18.5K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,911 | $19.2K | 0.17% | −197−9.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,012 | $19.3K | 0.01% | +607+43.2% | Added |
| Ancora Advisors, LLC | 1,928 | $19.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,021 | $20.0K | 0.00% | +2,021 | New |
| Strategic Wealth Partners, Ltd. | 2,030 | $20.4K | 0.00% | +2,030 | New |
| Hilton Head Capital Partners, LLC | 2,100 | $21.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,077 | $21.1K | 0.00% | −1,667−44.5% | Reduced |
| Crewe Advisors LLC | 2,291 | $23.0K | 0.00% | +1,086+90.1% | Added |
| Smartleaf Asset Management LLC | 2,342 | $23.0K | 0.00% | −4,074−63.5% | Reduced |
| Gen-Wealth Partners Inc | 2,355 | $23.6K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,392 | $24.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,400 | $24.1K | 0.00% | −10,700−81.7% | Reduced |
| GoalVest Advisory LLC | 2,451 | $24.6K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 2,500 | $25.1K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 2,528 | $25.4K | 0.00% | −2,472−49.4% | Reduced |
| Avion Wealth | 2,727 | $27.0K | 0.01% | +2,021+286.3% | Added |
| CoreCap Advisors, LLC | 2,799 | $28.1K | 0.00% | −5,541−66.4% | Reduced |
| Graney & King, LLC | 2,838 | $28.5K | 0.02% | +976+52.4% | Added |
| Salem Investment Counselors Inc | 3,000 | $30.4K | 0.00% | +3,000 | New |
| Sound Income Strategies, LLC | 3,065 | $30.7K | 0.00% | +303+11.0% | Added |
| Forum Finance Group S.A. | 3,840 | $31.0K | 0.02% | +3,840 | New |
| Spire Wealth Management | 3,122 | $31.3K | 0.00% | −50−1.6% | Reduced |
| ORG Wealth Partners, LLC | 3,127 | $31.4K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 3,150 | $31.6K | 0.02% | −2,000−38.8% | Reduced |
| Bogart Wealth, LLC | 3,695 | $37.1K | 0.00% | −58−1.5% | Reduced |
| Financial Life Planners | 3,697 | $37.1K | 0.03% | +3,697 | New |
| Glenmede Trust Co NA | 3,713 | $37.2K | 0.00% | +446+13.7% | Added |
| Capital Analysts, LLC | 4,472 | $45.0K | 0.00% | −1,034−18.8% | Reduced |
| Los Angeles Capital Management LLC | 4,753 | $47.7K | 0.00% | +418+9.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,760 | $47.7K | 0.00% | +115+2.5% | Added |
| Archer Investment Corp | 4,889 | $49.0K | 0.01% | +1,169+31.4% | Added |
| Covestor Ltd | 4,982 | $50.0K | 0.03% | −5,800−53.8% | Reduced |
| Wealth Preservation Advisors, LLC | 5,000 | $50.1K | 0.04% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 5,000 | $50.1K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 5,071 | $50.9K | 0.00% | +43+0.9% | Added |
| LRI Investments, LLC | 5,496 | $55.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 5,652 | $56.6K | 0.00% | +5,510+3,880.3% | Added |
| Ameritas Investment Partners, Inc. | 6,000 | $60.2K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 6,188 | $62.1K | 0.02% | +464+8.1% | Added |
| MeadowBrook Investment Advisors LLC | 2,680 | $65.0K | 0.06% | +35+1.3% | Added |
| North Star Investment Management Corp. | 6,901 | $69.2K | 0.00% | +6,901 | New |
| WealthCollab, LLC | 7,206 | $72.3K | 0.03% | +216+3.1% | Added |
| First Community Trust NA | 7,300 | $73.2K | 0.05% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 8,000 | $80.0K | 0.03% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8,684 | $87.1K | 0.06% | +1,482+20.6% | Added |
| AlphaCentric Advisors LLC | 8,859 | $88.9K | 0.09% | +8,859 | New |
| Hantz Financial Services, Inc. | 9,677 | $97.0K | 0.00% | +722+8.1% | Added |
| GAMMA Investing LLC | 9,967 | $100.0K | 0.00% | +1,687+20.4% | Added |
| IFG Advisory, LLC | 10,000 | $100.3K | 0.29% | −35,158−77.9% | Reduced |
| National Asset Management, Inc. | 10,239 | $100.8K | 0.01% | −491−4.6% | Reduced |
| Welch Group, LLC | 10,064 | $100.9K | 0.00% | +10,064 | New |
| Snowden Capital Advisors LLC | 10,054 | $102.0K | 0.00% | −1,166−10.4% | Reduced |
| Savant Capital, LLC | 10,337 | $103.7K | 0.00% | +10,337 | New |
| Huntington National Bank | 10,380 | $104.1K | 0.00% | +1,415+15.8% | Added |
| MN Wealth Advisors, LLC | 10,438 | $104.7K | 0.05% | +330+3.3% | Added |
| Resonant Capital Advisors, LLC | 10,414 | $105.7K | 0.01% | +10,414 | New |
| Beacon Financial Advisory LLC | 10,555 | $105.9K | 0.02% | +10,555 | New |
| Pasadena Private Wealth, LLC | 10,559 | $105.9K | 0.01% | +10,559 | New |
| Cora Capital Advisors LLC | 10,602 | $106.3K | 0.04% | +27+0.3% | Added |
| Optas, LLC | 10,684 | $107.2K | 0.02% | −83−0.8% | Reduced |
| Quarry Hill Advisors, LLC | 10,000 | $109.0K | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 10,976 | $110.1K | 0.02% | +600+5.8% | Added |
| Essex Financial Services, Inc. | 11,134 | $111.7K | 0.01% | +11,134 | New |
| Anfield Capital Management, LLC | 11,142 | $111.8K | 0.03% | 00.0% | Unchanged |
| Pacitti Group Inc. | 11,266 | $113.0K | 0.04% | +303+2.8% | Added |
| Level Four Advisory Services, LLC | 11,328 | $113.6K | 0.00% | −2,196−16.2% | Reduced |
| Matauro, LLC | 11,384 | $114.2K | 0.02% | +315+2.8% | Added |
| Jaffetilchin Investment Partners, LLC | 11,421 | $114.6K | 0.01% | −194−1.7% | Reduced |
| Talon Private Wealth, LLC | 11,500 | $115.3K | 0.02% | +11,500 | New |
| PW Nova Financial Services LLC | 11,565 | $116.0K | 0.03% | +11,565 | New |
| Avory & Company, LLC | 11,687 | $117.2K | 0.15% | +372+3.3% | Added |
| WealthPlan Investment Management, LLC | 11,702 | $117.4K | 0.01% | +1,119+10.6% | Added |
| Bright Futures Wealth Management, LLC. | 11,737 | $117.7K | 0.08% | +12+0.1% | Added |
| Capital Square, LLC | 10,764 | $118.6K | 0.05% | +462+4.5% | Added |
| Change Path, LLC | 11,871 | $119.1K | 0.00% | −4,952−29.4% | Reduced |
| Ascent Group, LLC | 11,873 | $119.1K | 0.00% | +11,873 | New |
| BTC Capital Management, Inc. | 12,000 | $120.4K | 0.01% | 00.0% | Unchanged |
| Pavaki Capital Management LLC | 12,000 | $120.4K | 0.08% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 12,031 | $120.7K | 0.01% | +12,031 | New |
| Van Diest Capital, LLC | 12,067 | $121.0K | 0.10% | +12,067 | New |
| Permanent Capital Management, LP | 11,180 | $124.5K | 0.02% | +380+3.5% | Added |
| NWF Advisory Services Inc. | 12,449 | $124.9K | 0.01% | +12,449 | New |
| EP Wealth Advisors, LLC | 12,586 | $126.2K | 0.00% | +1,647+15.1% | Added |
| Gibbs Wealth Management | 12,798 | $128.4K | 0.02% | +12,798 | New |
| WealthPLAN Partners, LLC | 12,798 | $128.4K | 0.02% | +772+6.4% | Added |
| Coldstream Capital Management Inc | 12,854 | $128.9K | 0.00% | +12,854 | New |
| Farmers & Merchants Trust Co of Long Beach | 13,000 | $130.4K | 0.03% | −804−5.8% | Reduced |
| WMG Financial Advisors, LLC | 13,022 | $130.6K | 0.05% | +271+2.1% | Added |
| Garden State Investment Advisory Services LLC | 13,040 | $130.9K | 0.03% | +346+2.7% | Added |
| Baron Wealth Management LLC | 13,102 | $131.4K | 0.04% | +500+4.0% | Added |
| BCO Wealth Management LLC | 13,214 | $132.5K | 0.08% | +341+2.6% | Added |
| Perigon Wealth Management, LLC | 13,224 | $132.6K | 0.00% | +61+0.5% | Added |
| Verition Fund Management LLC | 13,226 | $132.7K | 0.00% | −238,913−94.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,351 | $133.9K | 0.00% | +13,351 | New |
| Concurrent Investment Advisors, LLC | 13,382 | $134.2K | 0.00% | +13,382 | New |
| Oarsman Capital, Inc. | 13,498 | $135.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13,506 | $135.5K | 0.01% | +9+0.1% | Added |
| Alpine Global Management, LLC | 13,562 | $136.0K | 0.02% | +13,562 | New |
| Aegis Wealth Management, Inc. | 13,860 | $139.0K | 0.11% | 00.0% | Unchanged |