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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 56,038 | $562.1K | 0.07% | +56,038 | New |
| United Capital Financial Advisers, LLC | 56,596 | $567.7K | 0.00% | +42,768+309.3% | Added |
| Mount Lucas Management LP | 56,707 | $568.8K | 0.21% | −223,193−79.7% | Reduced |
| Madison Wealth Partners, Inc | 58,130 | $583.0K | 0.09% | +58,130 | New |
| Integrity Alliance, LLC. | 59,072 | $592.5K | 0.02% | −180−0.3% | Reduced |
| Larson Financial Group LLC | 59,154 | $593.3K | 0.02% | +18,963+47.2% | Added |
| Amalgamated Bank | 59,204 | $594.0K | 0.00% | +2,537+4.5% | Added |
| Weiss Asset Management LP | 59,223 | $594.0K | 0.01% | −116,220−66.2% | Reduced |
| Brookstone Capital Management | 59,944 | $601.2K | 0.01% | +15,602+35.2% | Added |
| VPR Management LLC | 60,000 | $601.8K | 0.24% | 00.0% | Unchanged |
| Aubrey Capital Management Ltd | 60,000 | $602.1K | 0.32% | −72,000−54.5% | Reduced |
| Triton Wealth Management, PLLC | 60,740 | $614.1K | 0.23% | +409+0.7% | Added |
| NewEdge Wealth, LLC | 61,554 | $617.4K | 0.01% | −83,845−57.7% | Reduced |
| Kingsview Wealth Management, LLC | 61,658 | $618.4K | 0.01% | +31,867+107.0% | Added |
| Redhawk Wealth Advisors, Inc. | 61,777 | $619.6K | 0.07% | +61,777 | New |
| DRW Securities, LLC | 62,282 | $624.7K | 0.03% | +62,282 | New |
| Global Assets Advisory, LLC | 64,518 | $647.1K | 0.20% | +219+0.3% | Added |
| Bayesian Capital Management, LP | 64,600 | $647.9K | 0.79% | +46,800+262.9% | Added |
| Kingswood Wealth Advisors, LLC | 66,211 | $664.1K | 0.03% | +18,180+37.9% | Added |
| Cerity Partners LLC | 66,376 | $665.8K | 0.00% | +9,374+16.4% | Added |
| Swiss Life Asset Management Ltd | 66,627 | $668.3K | 0.00% | +19,018+39.9% | Added |
| HSBC Holdings PLC | 67,122 | $670.7K | 0.00% | +36,065+116.1% | Added |
| Triumph Capital Management | 66,324 | $673.2K | 0.14% | +7,622+13.0% | Added |
| Intrua Financial, LLC | 67,383 | $675.8K | 0.07% | +4,278+6.8% | Added |
| Ensign Peak Advisors, Inc | 69,491 | $697.0K | 0.00% | +9,193+15.2% | Added |
| JustInvest LLC | 69,577 | $697.9K | 0.01% | +4,796+7.4% | Added |
| Bank of Montreal | 70,037 | $702.5K | 0.00% | +3,703+5.6% | Added |
| Kestra Private Wealth Services, LLC | 70,793 | $710.0K | 0.01% | −2,221−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 71,157 | $713.7K | 0.12% | +71,157 | New |
| MAI Capital Management | 71,210 | $714.2K | 0.00% | +8,240+13.1% | Added |
| Clear Street Markets LLC | 72,600 | $728.2K | 0.35% | −48,400−40.0% | Reduced |
| Firethorn Wealth Partners, LLC | 73,778 | $740.0K | 0.27% | +17,994+32.3% | Added |
| Gsa Capital Partners LLP | 74,028 | $743.0K | 0.05% | +74,028 | New |
| Howard Financial Services, Ltd. | 74,468 | $746.9K | 0.08% | +1,747+2.4% | Added |
| Spinnaker Investment Group, LLC | 74,581 | $748.0K | 0.15% | −8,539−10.3% | Reduced |
| Harbour Investments, Inc. | 74,891 | $751.2K | 0.01% | +25,276+50.9% | Added |
| Wedmont Private Capital | 72,817 | $751.5K | 0.02% | +4,603+6.7% | Added |
| Krilogy Financial LLC | 71,828 | $758.5K | 0.02% | +34,037+90.1% | Added |
| SCS Capital Management LLC | 76,024 | $762.5K | 0.01% | −295−0.4% | Reduced |
| Vision Financial Markets LLC | 76,300 | $765.3K | 0.75% | +76,300 | New |
| Federation des caisses Desjardins du Quebec | 76,782 | $770.1K | 0.00% | −31,083−28.8% | Reduced |
| Wedbush Securities Inc | 77,408 | $776.0K | 0.02% | +8,040+11.6% | Added |
| Lido Advisors, LLC | 76,781 | $779.8K | 0.00% | +65,629+588.5% | Added |
| Regal Investment Advisors LLC | 78,430 | $786.6K | 0.05% | −8,060−9.3% | Reduced |
| Sanctuary Advisors, LLC | 79,887 | $801.3K | 0.00% | +5,020+6.7% | Added |
| Equitable Holdings, Inc. | 74,774 | $801.6K | 0.01% | +4,413+6.3% | Added |
| Voya Investment Management LLC | 80,621 | $808.6K | 0.00% | +1,447+1.8% | Added |
| Stratos Wealth Partners, LTD. | 80,639 | $808.8K | 0.01% | +4,394+5.8% | Added |
| AlphaGrep UK Ltd | 81,904 | $821.5K | 0.24% | +67,852+482.9% | Added |
| Nicholas Hoffman & Company, LLC. | 82,247 | $824.9K | 0.02% | +52+0.1% | Added |
| Catalyst Funds Management Pty Ltd | 82,835 | $830.8K | 0.14% | −2,300−2.7% | Reduced |
| Xponance, Inc. | 85,763 | $860.2K | 0.01% | +25,475+42.3% | Added |
| WESPAC Advisors SoCal, LLC | 86,532 | $867.9K | 0.18% | +86,532 | New |
| Greenland Capital Management LP | 87,100 | $873.6K | 0.17% | +87,100 | New |
| Diversify Advisory Services, LLC | 79,691 | $874.2K | 0.13% | +1,301+1.7% | Added |
| Fortitude Advisory Group L.L.C. | 88,000 | $882.6K | 0.40% | −1,656−1.8% | Reduced |
| Prospera Financial Services Inc | 88,029 | $883.0K | 0.01% | +22,694+34.7% | Added |
| Steadtrust LLC | 88,592 | $888.6K | 0.50% | −400−0.4% | Reduced |
| Wiregrass Investment Management LLC | 88,794 | $890.6K | 0.74% | +88,794 | New |
| Diversify Wealth Management, LLC | 81,677 | $896.0K | 0.02% | +81,677 | New |
| Cornerstone Select Advisors, LLC | 90,859 | $911.3K | 0.57% | +40,114+79.1% | Added |
| Savvy Advisors, Inc. | 91,249 | $915.2K | 0.02% | +10,057+12.4% | Added |
| Main Street Financial Solutions, LLC | 91,677 | $919.5K | 0.07% | −612−0.7% | Reduced |
| Toroso Investments, LLC | 94,212 | $944.9K | 0.00% | −24,225−20.5% | Reduced |
| Arkadios Wealth Advisors | 94,451 | $947.3K | 0.02% | +124+0.1% | Added |
| Sage Mountain Advisors LLC | 94,702 | $949.9K | 0.07% | −474−0.5% | Reduced |
| Guidance Capital, Inc | 89,158 | $955.8K | 0.21% | +3,349+3.9% | Added |
| Waterfront Wealth Inc. | 95,461 | $957.5K | 0.18% | −81,719−46.1% | Reduced |
| Gotham Asset Management, LLC | 96,517 | $968.1K | 0.00% | +20,000+26.1% | Added |
| Captrust Financial Advisors | 97,325 | $976.2K | 0.00% | +5,733+6.3% | Added |
| Integrated Investment Consultants, LLC | 97,586 | $978.8K | 0.21% | +28,531+41.3% | Added |
| JBF Capital, Inc. | 100,000 | $1.00M | 0.15% | +100,000 | New |
| Sona Asset Management (US) LLC | 100,000 | $1.00M | 0.04% | +100,000 | New |
| Public Employees Retirement Association of Colorado | 100,510 | $1.01M | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 101,383 | $1.02M | 0.01% | +86,245+569.7% | Added |
| Independent Advisor Alliance | 102,411 | $1.03M | 0.01% | −2,054−2.0% | Reduced |
| Quantitative Investment Management, LLC | 103,249 | $1.03M | 0.11% | +20,181+24.3% | Added |
| Simplify Asset Management Inc. | 103,485 | $1.04M | 0.02% | −23,552−18.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 104,553 | $1.05M | 0.01% | −6,962−6.2% | Reduced |
| Stableford Capital II LLC | 107,112 | $1.07M | 0.40% | +120+0.1% | Added |
| AlphaCore Capital LLC | 108,498 | $1.10M | 0.03% | +3,346+3.2% | Added |
| Wealthspire Advisors, LLC | 110,875 | $1.11M | 0.01% | +6,588+6.3% | Added |
| Norden Group LLC | 111,674 | $1.12M | 0.11% | +1,707+1.6% | Added |
| CWM, LLC | 112,630 | $1.13M | 0.00% | +9,993+9.7% | Added |
| Collar Capital Management, LLC | 114,460 | $1.15M | 0.74% | +1,994+1.8% | Added |
| Sullivan Wood Capital Management LLC | 114,400 | $1.16M | 2.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 117,783 | $1.18M | 0.03% | +813+0.7% | Added |
| Allworth Financial LP | 121,793 | $1.22M | 0.00% | +7,896+6.9% | Added |
| Guggenheim Capital LLC | 125,045 | $1.25M | 0.01% | −58,786−32.0% | Reduced |
| Jefferies Financial Group Inc. | 126,305 | $1.27M | 0.02% | +67,326+114.2% | Added |
| GWM Advisors LLC | 127,763 | $1.28M | 0.00% | +72,831+132.6% | Added |
| Principal Securities, Inc. | 131,663 | $1.32M | 0.02% | +38,180+40.8% | Added |
| New York Life Investment Management LLC | 133,997 | $1.34M | 0.01% | +42,047+45.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 134,376 | $1.35M | 0.01% | +14,920+12.5% | Added |
| Deutsche Bank AG | 135,511 | $1.36M | 0.00% | +13,616+11.2% | Added |
| Spears Abacus Advisors LLC | 139,061 | $1.39M | 0.03% | +29,521+26.9% | Added |
| Teacher Retirement System of Texas | 140,118 | $1.41M | 0.01% | +105,793+308.2% | Added |
| Great West Life Assurance Co | 139,494 | $1.41M | 0.00% | +12,280+9.7% | Added |
| Founders Financial Alliance, LLC | 140,552 | $1.41M | 0.25% | −30,965−18.1% | Reduced |
| Frank, Rimerman Advisors LLC | 141,178 | $1.42M | 0.09% | 00.0% | Unchanged |