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 |
|---|---|---|---|---|---|
| Manning & Napier Advisors LLC | 2,037 | $22.4K | 0.00% | +414+25.5% | Added |
| Montag A & Associates Inc | 2,077 | $22.9K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 2,100 | $22.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,279 | $24.8K | 0.00% | −520−18.6% | Reduced |
| Delta Asset Management LLC | 2,300 | $25.1K | 0.00% | +2,300 | New |
| Silver Grove Financial Group, Inc. | 2,320 | $25.3K | 0.01% | +2,320 | New |
| Quent Capital, LLC | 2,351 | $25.6K | 0.00% | +1,651+235.9% | Added |
| Gen-Wealth Partners Inc | 2,355 | $25.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,342 | $25.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,368 | $25.8K | 0.00% | +613+34.9% | Added |
| Danske Bank A/S | 2,400 | $26.2K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,408 | $26.5K | 0.00% | +1,728+254.1% | Added |
| SWAN Capital LLC | 2,500 | $27.3K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 2,537 | $27.7K | 0.02% | −313,641−99.2% | Reduced |
| N.E.W. Advisory Services LLC | 2,557 | $27.9K | 0.00% | +29+1.1% | Added |
| Security National Bank | 2,750 | $30.0K | 0.00% | +2,750 | New |
| Avion Wealth | 2,820 | $30.0K | 0.01% | +93+3.4% | Added |
| Graney & King, LLC | 2,936 | $32.0K | 0.01% | +98+3.5% | Added |
| IMA Wealth, Inc. | 3,000 | $32.7K | 0.00% | +3,000 | New |
| Highline Wealth Partners LLC | 3,000 | $32.7K | 0.01% | +3,000 | New |
| Salem Investment Counselors Inc | 3,000 | $33.1K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 3,840 | $34.0K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 3,127 | $34.1K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 3,150 | $34.3K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,164 | $34.5K | 0.00% | +3,164 | New |
| Crewe Advisors LLC | 3,417 | $37.5K | 0.00% | +1,126+49.1% | Added |
| Bogart Wealth, LLC | 3,695 | $40.3K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 3,826 | $41.7K | 0.03% | +129+3.5% | Added |
| Spire Wealth Management | 3,922 | $42.8K | 0.00% | +800+25.6% | Added |
| Rossby Financial, LCC | 4,112 | $44.8K | 0.01% | +2,784+209.6% | Added |
| Cape Investment Advisory, Inc. | 4,318 | $47.1K | 0.01% | +4,318 | New |
| Capital Analysts, LLC | 4,472 | $49.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,753 | $51.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,846 | $52.8K | 0.01% | +86+1.8% | Added |
| TD Waterhouse Canada Inc. | 4,952 | $53.4K | 0.00% | −700−12.4% | Reduced |
| Fourth Dimension Wealth, LLC | 5,000 | $54.5K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 5,239 | $57.1K | 0.00% | +168+3.3% | Added |
| Tower Research Capital LLC (TRC) | 5,434 | $59.2K | 0.00% | −50,322−90.3% | Reduced |
| Corsicana & Co. | 5,500 | $60.0K | 0.03% | +5,500 | New |
| Versant Capital Management, Inc | 5,570 | $60.7K | 0.01% | +4,019+259.1% | Added |
| Nomura Asset Management Co Ltd | 6,000 | $65.4K | 0.00% | −8,600−58.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,000 | $65.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 6,288 | $68.5K | 0.01% | +1,399+28.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,376 | $69.5K | 0.00% | +3,984+166.6% | Added |
| MeadowBrook Investment Advisors LLC | 2,815 | $70.2K | 0.06% | +135+5.0% | Added |
| North Star Investment Management Corp. | 6,800 | $74.1K | 0.00% | −101−1.5% | Reduced |
| First Community Trust NA | 7,300 | $79.6K | 0.04% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 7,500 | $81.8K | 0.02% | +7,500 | New |
| Solstein Capital, LLC | 7,819 | $85.2K | 0.03% | −9,674−55.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 8,000 | $87.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8,672 | $94.5K | 0.06% | −12−0.1% | Reduced |
| Huntington National Bank | 8,965 | $97.7K | 0.00% | −1,415−13.6% | Reduced |
| Clear Street Markets LLC | 9,000 | $98.1K | 0.02% | −63,600−87.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 9,310 | $101.5K | 0.00% | −8,411−47.5% | Reduced |
| WealthCollab, LLC | 9,586 | $104.5K | 0.04% | +2,380+33.0% | Added |
| AlphaCentric Advisors LLC | 9,621 | $104.9K | 0.09% | +762+8.6% | Added |
| Quarry Hill Advisors, LLC | 10,000 | $109.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 10,007 | $109.1K | 0.00% | +10,007 | New |
| Wealth Alliance Advisory Group, LLC | 10,083 | $109.9K | 0.02% | +10,083 | New |
| Modern Wealth Management, LLC | 10,089 | $110.0K | 0.00% | +10,089 | New |
| Enterprise Financial Services Corp | 10,222 | $111.4K | 0.05% | +10,222 | New |
| Van Diest Capital, LLC | 10,222 | $111.4K | 0.10% | −1,845−15.3% | Reduced |
| National Asset Management, Inc. | 10,259 | $112.9K | 0.01% | +20+0.2% | Added |
| Daymark Wealth Partners, LLC | 10,368 | $113.0K | 0.00% | +10,368 | New |
| WESPAC Advisors, LLC | 10,398 | $113.3K | 0.06% | +10,398 | New |
| Welch Group, LLC | 10,412 | $113.5K | 0.00% | +348+3.5% | Added |
| Sequoia Financial Advisors, LLC | 10,433 | $113.7K | 0.00% | −12,867−55.2% | Reduced |
| Cora Capital Advisors LLC | 10,575 | $115.3K | 0.03% | −27−0.3% | Reduced |
| Beacon Financial Advisory LLC | 10,741 | $117.1K | 0.02% | +186+1.8% | Added |
| MN Wealth Advisors, LLC | 10,798 | $117.7K | 0.05% | +360+3.4% | Added |
| Proffitt & Goodson Inc | 10,976 | $119.6K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10,988 | $119.8K | 0.00% | −5,602−33.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 11,000 | $119.9K | 0.03% | −2,000−15.4% | Reduced |
| AlphaGrep UK Ltd | 11,055 | $120.5K | 0.04% | −70,849−86.5% | Reduced |
| Financial Engines Advisors L.L.C. | 11,170 | $121.8K | 0.00% | +11,170 | New |
| Mutual of America Capital Management LLC | 11,270 | $122.8K | 0.00% | +11,270 | New |
| J. Safra Sarasin Holding AG | 11,281 | $123.0K | 0.00% | +11,281 | New |
| Frec Markets, Inc. | 11,286 | $123.0K | 0.01% | +11,286 | New |
| Capital Square, LLC | 11,059 | $123.1K | 0.05% | +295+2.7% | Added |
| Liberty Capital Management, Inc. | 11,300 | $123.2K | 0.02% | +11,300 | New |
| WealthPlan Investment Management, LLC | 11,310 | $123.3K | 0.01% | −392−3.3% | Reduced |
| Optas, LLC | 11,354 | $123.8K | 0.02% | +670+6.3% | Added |
| Pacitti Group Inc. | 11,432 | $124.6K | 0.04% | +166+1.5% | Added |
| VSM Wealth Advisory, LLC | 11,452 | $124.8K | 0.03% | +5,264+85.1% | Added |
| Foundations Investment Advisors, LLC | 11,454 | $124.8K | 0.00% | −6,544−36.4% | Reduced |
| Talon Private Wealth, LLC | 11,511 | $125.5K | 0.01% | +11+0.1% | Added |
| GAMMA Investing LLC | 11,556 | $126.0K | 0.00% | +1,589+15.9% | Added |
| PW Nova Financial Services LLC | 11,565 | $126.1K | 0.03% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 11,695 | $127.5K | 0.08% | −42−0.4% | Reduced |
| PFG Advisors | 11,752 | $128.1K | 0.01% | +11,752 | New |
| Pensionmark Financial Group, LLC | 12,523 | $129.4K | 0.00% | −8,005−39.0% | Reduced |
| BTC Capital Management, Inc. | 12,000 | $130.8K | 0.01% | 00.0% | Unchanged |
| Pavaki Capital Management LLC | 12,000 | $130.8K | 0.07% | 00.0% | Unchanged |
| Avory & Company, LLC | 12,094 | $131.8K | 0.16% | +407+3.5% | Added |
| Liberty Atlantic Advisors LLC | 12,000 | $132.2K | 0.10% | +12,000 | New |
| Oder Investment Management, LLC | 12,161 | $132.6K | 0.09% | +12,161 | New |
| Concurrent Investment Advisors, LLC | 12,233 | $133.3K | 0.00% | −1,149−8.6% | Reduced |
| Principal Financial Group Inc | 12,365 | $134.8K | 0.00% | −17,791−59.0% | Reduced |
| Jupiter Asset Management Ltd | 12,379 | $134.9K | 0.00% | +12,379 | New |
| Oakworth Capital, Inc. | 12,600 | $136.0K | 0.01% | +12,600 | New |