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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.

Other share classesAGNCLAGNCMAGNCNAGNCOAGNCPAGNCZ

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.

Institutional holdersQ1 2026: 679 institutions
Q1 2021: 466 institutionsQ2 2021: 472 institutionsQ3 2021: 478 institutionsQ4 2021: 482 institutionsQ1 2022: 469 institutionsQ2 2022: 423 institutionsQ3 2022: 422 institutionsQ4 2022: 430 institutionsQ1 2023: 439 institutionsQ2 2023: 432 institutionsQ3 2023: 431 institutionsQ4 2023: 468 institutionsQ1 2024: 473 institutionsQ2 2024: 474 institutionsQ3 2024: 526 institutionsQ4 2024: 550 institutionsQ1 2025: 565 institutionsQ2 2025: 567 institutionsQ3 2025: 601 institutionsQ4 2025: 647 institutionsQ1 2026: 679 institutionsQ2 2026: 704 institutions
Value heldQ1 2026: $4.30B
Q1 2021: $4.53BQ2 2021: $4.60BQ3 2021: $4.16BQ4 2021: $3.71BQ1 2022: $3.25BQ2 2022: $2.53BQ3 2022: $2.05BQ4 2022: $2.73BQ1 2023: $2.59BQ2 2023: $2.46BQ3 2023: $2.39BQ4 2023: $2.63BQ1 2024: $2.80BQ2 2024: $2.72BQ3 2024: $3.56BQ4 2024: $3.23BQ1 2025: $3.85BQ2 2025: $3.94BQ3 2025: $3.78BQ4 2025: $4.48BQ1 2026: $4.30BQ2 2026: $5.19B
Institutions holding AGNC and their total value by quarter
QuarterHoldersValue
Q2 2026704$5.19B
Q1 2026679$4.30B
Q4 2025647$4.48B
Q3 2025601$3.78B
Q2 2025567$3.94B
Q1 2025565$3.85B
Q4 2024550$3.23B
Q3 2024526$3.56B
Q2 2024474$2.72B
Q1 2024473$2.80B
Q4 2023468$2.63B
Q3 2023431$2.39B
Q2 2023432$2.46B
Q1 2023439$2.59B
Q4 2022430$2.73B
Q3 2022422$2.05B
Q2 2022423$2.53B
Q1 2022469$3.25B
Q4 2021482$3.71B
Q3 2021478$4.16B
Q2 2021472$4.60B
Q1 2021466$4.53B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q4 2025.

Institutions holding AGNC in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Capital Wealth Advisors14,000$140.4K0.13%−3,000−17.6%Reduced
PharVision Advisers, LLC14,007$140.5K1.43%+14,007New
Diligent Investors, LLC14,186$142.3K0.04%+54+0.4%Added
MQS Management LLC14,263$143.1K0.10%+14,263New
GTS Securities LLC14,485$145.3K0.01%+14,485New
Sage Capital Management, LLC14,500$145.4K0.07%+4,000+38.1%Added
Dana Investment Advisors, Inc.14,575$146.2K0.00%+14,575New
Nomura Asset Management Co Ltd14,600$146.4K0.00%+6,500+80.2%Added
Transamerica Financial Advisors, Inc.14,785$150.0K0.01%+6,667+82.1%Added
CTC Alternative Strategies, Ltd.15,000$150.4K0.34%00.0%Unchanged
Rogco, LP15,000$150.4K0.05%00.0%Unchanged
Valley Brook Capital Group15,350$154.0K0.10%+2,925+23.5%Added
Baader Bank INC23,609$155.5K0.02%+4,971+26.7%Added
PVG Asset Management Corp14,905$155.9K0.09%−5,131−25.6%Reduced
Almanack Investment Partners, LLC.15,647$156.9K0.03%+5,290+51.1%Added
NBC Securities, Inc.15,808$158.6K0.01%+1,042+7.1%Added
WoodTrust Financial Corp16,000$160.0K0.02%+16,000New
Regions Financial Corp16,000$160.5K0.00%−20,000−55.6%Reduced
Relyea Zuckerberg Hanson LLC16,002$160.5K0.02%+16,002New
Guardian Wealth Advisors, LLC16,101$161.5K0.01%00.0%Unchanged
Mission Wealth Management, LP16,173$162.2K0.00%+27+0.2%Added
One Charles Private Wealth Services, LLC16,202$162.5K0.04%+200+1.2%Added
Traynor Capital Management, Inc.16,532$162.7K0.01%+1,317+8.7%Added
EverSource Wealth Advisors, LLC16,273$163.2K0.00%+2,576+18.8%Added
Sentinus, LLC16,294$163.4K0.01%+16,294New
Bluefin Capital Management, LLC16,300$163.5K0.16%−162,900−90.9%Reduced
TD Private Client Wealth LLC16,590$166.4K0.00%+878+5.6%Added
First Affirmative Financial Network16,688$167.4K0.06%+16,688New
Beese Fulmer Investment Management, Inc.16,694$167.4K0.01%+16,694New
Navis Wealth Advisors, LLC17,000$170.5K0.09%00.0%Unchanged
Value Investment Professionals, LLC17,080$171.3K0.38%+539+3.3%Added
Winton Group Ltd17,100$171.5K0.01%+17,100New
Miracle Mile Advisors, LLC17,191$172.4K0.00%+326+1.9%Added
Eight 31 Financial LLC17,222$172.7K0.10%+546+3.3%Added
one8zero8, LLC17,300$173.5K0.04%+5,800+50.4%Added
BLB&B Advisors, LLC17,305$173.6K0.01%−3,000−14.8%Reduced
Creative Financial Designs Inc17,386$174.4K0.01%−9,000−34.1%Reduced
Lifestyle Asset Management, Inc.17,392$174.4K0.06%−674−3.7%Reduced
Planning Directions Inc17,481$175.3K0.09%+5,012+40.2%Added
Solstein Capital, LLC17,493$175.5K0.07%00.0%Unchanged
Brighton Jones LLC17,595$176.5K0.00%+17,595New
Acorn Wealth Advisors, LLC17,623$176.8K0.05%+2,188+14.2%Added
Northwestern Mutual Wealth Management Co17,721$177.7K0.00%+15,963+908.0%Added
Wellington Management Group LLP17,749$178.0K0.00%00.0%Unchanged
O'Rourke & Company, Inc17,876$179.3K0.07%+1,541+9.4%Added
Weaver Consulting Group17,984$180.4K0.04%−1,853−9.3%Reduced
Foundations Investment Advisors, LLC17,998$180.5K0.00%−2,381−11.7%Reduced
Collaborative Wealth Managment Inc.18,090$181.4K0.08%00.0%Unchanged
MetLife Investment Management18,128$181.8K0.00%+597+3.4%Added
Cary Street Partners Financial LLC18,185$182.4K0.00%+16+0.1%Added
WealthTrust Axiom LLC18,700$187.6K0.05%−500−2.6%Reduced
Sofos Investments, Inc.18,760$188.2K0.03%+18,760New
Navigation Group, LLC18,880$189.4K0.04%+18,880New
Sagewood Asset Management LP19,071$191.3K0.06%+19,071New
Aptus Capital Advisors, LLC19,141$192.0K0.00%+275+1.5%Added
The PNC Financial Services Group, Inc.19,288$193.5K0.00%+5,091+35.9%Added
RSM US Wealth Management LLC19,203$194.8K0.00%−137−0.7%Reduced
Visionary Wealth Advisors19,529$195.9K0.01%−134−0.7%Reduced
Fidelis Capital Partners, LLC19,573$196.3K0.01%+98+0.5%Added
Frisch Financial Group, Inc.19,555$198.5K0.04%−1,377−6.6%Reduced
Benjamin Edwards Inc19,811$198.7K0.00%+65+0.3%Added
AE Wealth Management LLC20,076$201.4K0.00%−279−1.4%Reduced
Walleye Capital LLC20,087$201.5K0.00%+20,087New
Winch Advisory Services, LLC20,112$201.7K0.05%+1,124+5.9%Added
Insight Advisors, LLC20,164$202.2K0.04%00.0%Unchanged
Warren Averett Asset Management, LLC20,219$202.8K0.00%+30+0.1%Added
Paragon Capital Management Ltd20,316$203.8K0.04%−564−2.7%Reduced
Atria Investments LLC20,455$205.2K0.00%−775−3.7%Reduced
Register Financial Advisors LLC20,500$205.6K0.08%00.0%Unchanged
Pensionmark Financial Group, LLC20,528$205.9K0.00%+1,064+5.5%Added
Redwood Investment Management, LLC20,853$209.0K0.03%+664+3.3%Added
IHT Wealth Management, LLC20,840$209.0K0.00%+622+3.1%Added
Allianz Asset Management GmbH20,897$209.6K0.00%+10,236+96.0%Added
Southland Equity Partners LLC21,186$212.5K0.04%−132,996−86.3%Reduced
HighPoint Advisor Group LLC21,756$218.2K0.01%−39,074−64.2%Reduced
Shulman DeMeo Asset Management LLC21,884$219.5K0.05%+21,884New
Atlas Capital Advisors LLC21,888$219.5K0.03%+21,888New
JBR Co Financial Management Inc20,502$219.8K0.09%00.0%Unchanged
Resources Investment Advisors, LLC.21,939$220.0K0.00%−16,428−42.8%Reduced
180 Wealth Advisors, LLC22,059$221.2K0.03%+891+4.2%Added
SMART Wealth LLC22,079$221.4K0.06%+4,117+22.9%Added
O'Shaughnessy Asset Management, LLC22,197$222.6K0.00%+568+2.6%Added
Signaturefd, LLC22,653$227.2K0.00%+1,353+6.4%Added
AA Financial Advisors, LLC23,091$231.6K0.03%00.0%Unchanged
We Are One Seven, LLC23,102$231.7K0.00%+1,422+6.6%Added
Maridea Wealth Management LLC23,261$233.3K0.03%−864−3.6%Reduced
Sequoia Financial Advisors, LLC23,300$233.7K0.00%+3,877+20.0%Added
Davidson Trust Co23,341$234.1K0.10%+985+4.4%Added
Hanlon Investment Management, Inc.23,414$234.8K0.13%+3,790+19.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.23,476$235.5K0.00%+6,813+40.9%Added
Private Trust Co NA23,593$236.6K0.02%+7,124+43.3%Added
New Wave Wealth Advisors LLC23,359$237.0K0.08%+2,071+9.7%Added
Geneos Wealth Management Inc.24,004$240.8K0.01%00.0%Unchanged
Private Wealth Asset Management, LLC24,414$244.9K0.03%+775+3.3%Added
IFP Advisors, Inc24,417$244.9K0.01%+3,610+17.3%Added
J.M. Arbour, LLC24,426$245.0K0.24%−1,067−4.2%Reduced
CIBC World Markets Inc.24,500$245.7K0.00%−217−0.9%Reduced
Gateway Investment Advisers LLC24,545$246.2K0.00%−33,840−58.0%Reduced
Lazari Capital Management, Inc.25,105$251.8K0.09%00.0%Unchanged
Front Row Advisors LLC25,000$253.8K0.09%00.0%Unchanged