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, Q2 2026
Institutional positions in AGNC Investment Corp. as of Jun 30, 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
- 704
- +37 vs. Q1 2026
- Shares held
- 475.5M
- +48.4M (+11.3%) vs. Q1 2026
- Total value
- $5.19B
- +$899.0M (+21.0%) vs. Q1 2026
- New holders
- 107
- 313 more added
- Sold out
- 70
- 179 more reduced
12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding AGNC Investment Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 3 | $33 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 8 | $88 | 0.00% | −14−63.6% | Reduced |
| DecisionPoint Financial, LLC | 14 | $152 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $154 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 19 | $207 | 0.00% | +19 | New |
| Dunhill Financial, LLC | 21 | $231 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 25 | $273 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 27 | $294 | 0.00% | +27 | New |
| Mather Group, LLC. | 27 | $297 | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 28 | $302 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 29 | $316 | 0.00% | −240−89.2% | Reduced |
| JFS Wealth Advisors, LLC | 29 | $320 | 0.00% | +29 | New |
| Asset Dedication, LLC | 32 | $349 | 0.00% | +32 | New |
| Synergy Investment Management, LLC | 36 | $392 | 0.00% | +36 | New |
| Torren Management, LLC | 45 | $491 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 47 | $512 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 52 | $567 | 0.00% | +34+188.9% | Added |
| True Wealth Design, LLC | 57 | $622 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 60 | $654 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 69 | $757 | 0.00% | +69 | New |
| MV Capital Management, Inc. | 71 | $774 | 0.00% | +45+173.1% | Added |
| Stone House Investment Management, LLC | 77 | $839 | 0.00% | +49+175.0% | Added |
| Fortis Group Advisors, LLC | 85 | $927 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 98 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 109 | $1.19K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 114 | $1.24K | 0.00% | +114 | New |
| Quest 10 Wealth Builders, Inc. | 119 | $1.29K | 0.00% | −3−2.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 122 | $1.33K | 0.00% | +122 | New |
| Planning Strategies Inc. | 122 | $1.33K | 0.00% | +122 | New |
| Mountain Hill Investment Partners Corp. | 133 | $1.45K | 0.00% | +5+3.9% | Added |
| Atlantic Trust, LLC | 145 | $1.58K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 156 | $1.70K | 0.00% | +38+32.2% | Added |
| Bessemer Group Inc | 210 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $2.18K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 200 | $2.18K | 0.00% | +200 | New |
| Financial Consulate, Inc | 199 | $2.19K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 204 | $2.22K | 0.00% | +199+3,980.0% | Added |
| Cornerstone Planning Group LLC | 216 | $2.32K | 0.00% | +68+45.9% | Added |
| McGuire Capital Advisors Inc | 228 | $2.49K | 0.00% | +4+1.8% | Added |
| Fortitude Family Office, LLC | 229 | $2.50K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 236 | $2.57K | 0.00% | −67−22.1% | Reduced |
| First Command Advisory Services, Inc. | 238 | $2.62K | 0.00% | +238 | New |
| GHP Investment Advisors, Inc. | 241 | $2.63K | 0.00% | −340−58.5% | Reduced |
| Sachetta, LLC | 253 | $2.76K | 0.00% | −273−51.9% | Reduced |
| Valley National Advisers Inc | 272 | $2.96K | 0.00% | +272 | New |
| TSFG, LLC | 236 | $3.00K | 0.00% | +8+3.5% | Added |
| SJS Investment Consulting Inc. | 282 | $3.07K | 0.00% | +282 | New |
| Fifth Third Bancorp | 285 | $3.11K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 293 | $3.23K | 0.00% | +97+49.5% | Added |
| Harbor Investment Advisory, LLC | 301 | $3.28K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 325 | $3.54K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 325 | $3.54K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 347 | $3.78K | 0.00% | +12+3.6% | Added |
| Pin Oak Investment Advisors Inc | 450 | $5.00K | 0.00% | +200+80.0% | Added |
| Brown Brothers Harriman & Co | 469 | $5.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 472 | $5.14K | 0.00% | +358+314.0% | Added |
| Atlantic Union Bankshares Corp | 500 | $5.45K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 500 | $5.45K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 500 | $5.45K | 0.00% | +411+461.8% | Added |
| Signature Equity Partners, LLC | 506 | $5.51K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 509 | $5.55K | 0.00% | +509 | New |
| JNBA Financial Advisors | 539 | $5.88K | 0.00% | +539 | New |
| Godsey & Gibb Associates | 540 | $5.89K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 570 | $6.21K | 0.00% | +570 | New |
| Wolff Wiese Magana LLC | 600 | $6.54K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 617 | $6.72K | 0.00% | +617 | New |
| Retirement Wealth Solutions LLC | 667 | $7.27K | 0.00% | +275+70.2% | Added |
| Cullen/Frost Bankers, Inc. | 683 | $7.45K | 0.00% | +23+3.5% | Added |
| Bell Investment Advisors, Inc | 688 | $7.50K | 0.00% | −15−2.1% | Reduced |
| Principia Wealth Advisory, LLC | 737 | $8.03K | 0.00% | +621+535.3% | Added |
| PlanVest Financial, Inc | 742 | $8.09K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 750 | $8.18K | 0.00% | +750 | New |
| Roble, Belko & Company, Inc | 813 | $9.00K | 0.00% | −973−54.5% | Reduced |
| ZRC Wealth Management, LLC | 848 | $9.24K | 0.00% | +848 | New |
| Rothschild Investment LLC | 912 | $9.94K | 0.00% | −77−7.8% | Reduced |
| Peterson Wealth Management | 1,033 | $11.3K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,040 | $11.3K | 0.00% | +989+1,939.2% | Added |
| Basepoint Wealth LLC | 1,043 | $11.4K | 0.01% | +35+3.5% | Added |
| SHP Wealth Management | 1,101 | $12.0K | 0.00% | +1,055+2,293.5% | Added |
| Financial Network Wealth Advisors LLC | 1,106 | $12.1K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,109 | $12.1K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,155 | $12.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,170 | $12.8K | 0.00% | −203−14.8% | Reduced |
| Markowski Investments | 1,173 | $12.8K | 0.00% | +1,173 | New |
| Vision Retirement, LLC | 1,183 | $12.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,277 | $13.9K | 0.00% | +43+3.5% | Added |
| Kerr Financial Planning Corp | 1,317 | $14.4K | 0.02% | +29+2.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,318 | $14.4K | 0.00% | +1,145+661.8% | Added |
| Trust Co of Vermont | 1,329 | $14.5K | 0.00% | +1,329 | New |
| Zions Bancorporation, National Association | 1,370 | $14.9K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,397 | $15.0K | 0.00% | +253+22.1% | Added |
| Massmutual Trust Co FSB | 1,396 | $15.2K | 0.00% | −323−18.8% | Reduced |
| Institute for Wealth Management, LLC. | 1,433 | $15.6K | 0.00% | +1,433 | New |
| Aventura Private Wealth, LLC | 1,500 | $16.4K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,546 | $16.9K | 0.00% | −3,950−71.9% | Reduced |
| Gill Capital Partners, LLC | 1,550 | $16.9K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $18.9K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,836 | $20.4K | 0.18% | −75−3.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,030 | $22.1K | 0.00% | 00.0% | Unchanged |