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 |
|---|---|---|---|---|---|
| Capital Fund Management S.A. | 25,494 | $255.7K | 0.00% | +25,494 | New |
| Portside Wealth Group, LLC | 25,756 | $258.3K | 0.04% | +5,148+25.0% | Added |
| Gilman Hill Asset Management, LLC | 26,000 | $260.8K | 0.04% | +1,125+4.5% | Added |
| TCP Asset Management, LLC | 26,165 | $262.4K | 0.03% | +26,165 | New |
| Joel Isaacson & Co., LLC | 26,296 | $263.8K | 0.01% | −3,230−10.9% | Reduced |
| Vise Technologies, Inc. | 24,676 | $264.5K | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 26,449 | $265.3K | 0.00% | +794+3.1% | Added |
| Keystone Financial Group | 26,450 | $265.3K | 0.02% | +8,180+44.8% | Added |
| Vident Advisory, LLC | 26,564 | $266.4K | 0.00% | −6,719−20.2% | Reduced |
| Avantax Planning Partners, Inc. | 26,837 | $269.2K | 0.01% | −3,118−10.4% | Reduced |
| Fiduciary Alliance LLC | 25,219 | $270.9K | 0.02% | −1,521−5.7% | Reduced |
| Meeder Advisory Services, Inc. | 27,253 | $273.3K | 0.01% | −1,527−5.3% | Reduced |
| Ellevest, Inc. | 27,478 | $275.6K | 0.04% | +5,347+24.2% | Added |
| Nwam LLC | 27,506 | $275.9K | 0.02% | −55−0.2% | Reduced |
| HORAN Wealth, LLC | 26,565 | $284.8K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 28,455 | $285.4K | 0.02% | −558−1.9% | Reduced |
| Sunbelt Securities, Inc. | 28,459 | $285.4K | 0.02% | −4,079−12.5% | Reduced |
| Castleview Partners, LLC | 28,564 | $286.5K | 0.15% | −11,600−28.9% | Reduced |
| Aspen Wealth Strategies, LLC | 28,720 | $288.1K | 0.15% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 29,397 | $294.9K | 0.02% | +29,397 | New |
| HB Wealth Management, LLC | 30,022 | $301.1K | 0.00% | −729−2.4% | Reduced |
| Principal Financial Group Inc | 30,156 | $302.5K | 0.00% | +737+2.5% | Added |
| Angel Oak Capital Advisors, LLC | 30,500 | $305.9K | 0.34% | 00.0% | Unchanged |
| TRB Wealth Management, LLC | 30,310 | $307.6K | 0.04% | +30,310 | New |
| Mutual Advisors, LLC | 30,782 | $308.7K | 0.01% | +1,391+4.7% | Added |
| Compass Financial Group, INC | 30,814 | $309.1K | 0.04% | +9,293+43.2% | Added |
| Everest Financial Group LLC | 31,200 | $312.9K | 0.05% | +31,200 | New |
| North Dakota State Investment Board | 31,310 | $314.0K | 0.01% | −5,411−14.7% | Reduced |
| Summit Trail Advisors, LLC | 31,457 | $315.5K | 0.00% | +5,228+19.9% | Added |
| RMB Capital Management, LLC | 31,975 | $320.7K | 0.01% | +152+0.5% | Added |
| Ameritas Advisory Services, LLC | 32,096 | $321.9K | 0.01% | +575+1.8% | Added |
| Apollon Wealth Management, LLC | 32,403 | $325.0K | 0.01% | +1,443+4.7% | Added |
| Wealthcare Advisory Partners LLC | 32,475 | $325.7K | 0.01% | −167−0.5% | Reduced |
| CIBC Asset Management Inc | 32,598 | $327.0K | 0.00% | 00.0% | Unchanged |
| Howland Capital Management LLC | 32,768 | $332.6K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 33,511 | $336.1K | 0.00% | −17,412−34.2% | Reduced |
| Magnus Financial Group LLC | 33,542 | $336.4K | 0.03% | −339−1.0% | Reduced |
| Advisortrust Partners, LLC | 33,571 | $336.7K | 0.14% | +2,938+9.6% | Added |
| Baker Avenue Asset Management, LP | 33,863 | $339.6K | 0.01% | +145+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 33,896 | $340.0K | 0.00% | −4,917−12.7% | Reduced |
| M&T Bank Corp | 34,376 | $345.2K | 0.00% | +1,267+3.8% | Added |
| Skopos Labs, Inc. | 34,608 | $347.1K | 0.01% | +34,608 | New |
| Kingstone Capital Partners Texas, LLC | 34,691 | $348.0K | 0.21% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 34,748 | $348.5K | 0.05% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 35,000 | $351.1K | 0.00% | +35,000 | New |
| VestGen Advisors, LLC | 33,185 | $356.4K | 0.01% | +33,185 | New |
| Key Client Fiduciary Advisors, LLC | 35,710 | $358.2K | 0.12% | +17,276+93.7% | Added |
| Armistice Capital, LLC | 35,740 | $358.5K | 0.01% | +35,740 | New |
| Inceptionr LLC | 36,117 | $362.3K | 0.09% | +36,117 | New |
| Legacy Capital Wealth Partners, LLC | 36,384 | $364.9K | 0.08% | −406−1.1% | Reduced |
| Mariner, LLC | 36,387 | $365.0K | 0.00% | −47,907−56.8% | Reduced |
| Signature Estate & Investment Advisors LLC | 37,186 | $373.0K | 0.01% | +2,073+5.9% | Added |
| Genesis Wealth Advisors, LLC | 37,279 | $373.9K | 0.25% | +119+0.3% | Added |
| Sterling Capital Management LLC | 37,302 | $374.1K | 0.01% | −26,194−41.3% | Reduced |
| Oppenheimer & Co Inc | 37,638 | $377.5K | 0.00% | +30+0.1% | Added |
| Signal Advisors Wealth, LLC | 38,170 | $382.8K | 0.03% | +7,988+26.5% | Added |
| D.A. Davidson & Co. | 38,937 | $390.5K | 0.00% | +5,786+17.5% | Added |
| Stephens Inc | 39,229 | $393.5K | 0.00% | −2,161−5.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 39,380 | $395.0K | 0.01% | +25,267+179.0% | Added |
| Atomi Financial Group, Inc. | 39,465 | $395.8K | 0.01% | −252−0.6% | Reduced |
| Everence Capital Management Inc | 39,508 | $396.0K | 0.02% | +5,808+17.2% | Added |
| Integrated Wealth Concepts LLC | 39,869 | $399.9K | 0.00% | +39,869 | New |
| Blair William & Co | 40,328 | $404.5K | 0.00% | +12,125+43.0% | Added |
| Symphony Financial, Ltd. Co. | 41,293 | $409.1K | 0.05% | +41,293 | New |
| Warren Street Wealth Advisors, LLC | 41,590 | $417.1K | 0.11% | +41,590 | New |
| Abel Hall, LLC | 41,619 | $417.4K | 0.09% | −13,209−24.1% | Reduced |
| Washington Trust Bank | 41,700 | $418.3K | 0.03% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 42,072 | $422.0K | 0.04% | +5,663+15.6% | Added |
| Dynamic Advisor Solutions LLC | 42,680 | $428.1K | 0.01% | −61,538−59.0% | Reduced |
| StoneX Group Inc. | 42,250 | $428.8K | 0.02% | −16,868−28.5% | Reduced |
| Lecap Asset Management Ltd | 43,240 | $433.7K | 0.16% | +43,240 | New |
| DDD Partners, LLC | 43,294 | $434.2K | 0.03% | +43,294 | New |
| Jones Financial Companies LLLP | 44,882 | $434.9K | 0.00% | +25,539+132.0% | Added |
| Truist Financial Corp | 44,065 | $442.0K | 0.00% | +12,758+40.8% | Added |
| Elo Mutual Pension Insurance Co | 44,352 | $444.9K | 0.01% | +44,352 | New |
| Brinker Capital Investments, LLC | 45,920 | $460.6K | 0.00% | +6,014+15.1% | Added |
| First Foundation Advisors | 45,946 | $460.8K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 46,171 | $463.1K | 0.11% | +46,171 | New |
| Prudential Financial Inc | 46,765 | $469.1K | 0.00% | −4,048−8.0% | Reduced |
| DnB Asset Management AS | 47,596 | $477.4K | 0.00% | +29,254+159.5% | Added |
| Significant Wealth Partners LLC | 47,929 | $480.7K | 0.59% | +192+0.4% | Added |
| Eurizon Capital SGR S.p.A. | 48,180 | $481.8K | 0.00% | +38,188+382.2% | Added |
| Centaurus Financial, Inc. | 48,033 | $482.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 48,268 | $484.1K | 0.01% | +1,234+2.6% | Added |
| Cane Capital Partners, LLC | 50,284 | $504.3K | 0.22% | +150+0.3% | Added |
| WJ Financial Advisors LLC | 50,348 | $505.0K | 0.41% | −4,665−8.5% | Reduced |
| Parisi Gray Wealth Management | 50,415 | $505.7K | 0.12% | −6,488−11.4% | Reduced |
| Westend Capital Management, LLC | 51,776 | $519.3K | 0.16% | −89,844−63.4% | Reduced |
| Maryland State Retirement & Pension System | 51,831 | $519.9K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 52,079 | $522.0K | 0.02% | +52,079 | New |
| National Bank of Canada | 52,353 | $525.1K | 0.00% | −1,458−2.7% | Reduced |
| Intech Investment Management LLC | 52,918 | $530.8K | 0.01% | +23,810+81.8% | Added |
| Yousif Capital Management, LLC | 53,112 | $532.7K | 0.01% | +1,835+3.6% | Added |
| Annex Advisory Services, LLC | 53,500 | $536.6K | 0.01% | +115+0.2% | Added |
| Keybank National Association | 54,700 | $548.6K | 0.00% | −25,925−32.2% | Reduced |
| Samalin Investment Counsel, LLC | 54,879 | $550.4K | 0.20% | −13,728−20.0% | Reduced |
| Fermata Advisors, LLC | 55,466 | $556.3K | 0.13% | +1,266+2.3% | Added |
| DoubleLine ETF Adviser LP | 55,560 | $557.3K | 0.21% | −11,872−17.6% | Reduced |
| Two Sigma Securities, LLC | 55,660 | $558.3K | 0.06% | −47,650−46.1% | Reduced |
| Tower Research Capital LLC (TRC) | 55,756 | $559.2K | 0.01% | +11,529+26.1% | Added |