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 |
|---|---|---|---|---|---|
| Lane Brothers & Co Inc | 12,531 | $136.6K | 0.09% | +12,531 | New |
| Transamerica Financial Advisors, Inc. | 12,389 | $136.7K | 0.01% | −2,396−16.2% | Reduced |
| Merit Financial Group, LLC | 12,626 | $137.6K | 0.00% | +12,626 | New |
| Dana Investment Advisors, Inc. | 12,690 | $138.3K | 0.00% | −1,885−12.9% | Reduced |
| Focus Financial Network, Inc. | 12,757 | $139.1K | 0.00% | +12,757 | New |
| Annex Advisory Services, LLC | 12,838 | $139.9K | 0.00% | −40,662−76.0% | Reduced |
| WealthPLAN Partners, LLC | 12,847 | $140.0K | 0.03% | +49+0.4% | Added |
| Valeo Financial Advisors, LLC | 12,929 | $140.9K | 0.00% | +12,929 | New |
| EverSource Wealth Advisors, LLC | 12,944 | $141.1K | 0.00% | −3,329−20.5% | Reduced |
| Greenwood Gearhart Inc | 12,993 | $141.6K | 0.01% | +12,993 | New |
| WMG Financial Advisors, LLC | 13,022 | $141.9K | 0.05% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 13,101 | $143.0K | 0.00% | +13,101 | New |
| BCO Wealth Management LLC | 13,214 | $144.0K | 0.08% | 00.0% | Unchanged |
| Ascent Group, LLC | 13,233 | $144.2K | 0.00% | +1,360+11.5% | Added |
| Baron Wealth Management LLC | 13,302 | $145.0K | 0.04% | +200+1.5% | Added |
| Garden State Investment Advisory Services LLC | 13,426 | $146.4K | 0.03% | +386+3.0% | Added |
| NWF Advisory Services Inc. | 13,475 | $146.9K | 0.01% | +1,026+8.2% | Added |
| Diligent Investors, LLC | 13,744 | $149.8K | 0.03% | −442−3.1% | Reduced |
| Aegis Wealth Management, Inc. | 13,860 | $151.1K | 0.10% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 14,000 | $152.6K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,131 | $154.0K | 0.00% | +780+5.8% | Added |
| JBR Co Financial Management Inc | 14,295 | $155.8K | 0.06% | −6,207−30.3% | Reduced |
| Parkside Financial Bank & Trust | 14,435 | $157.3K | 0.01% | +929+6.9% | Added |
| Sage Capital Management, LLC | 14,500 | $158.1K | 0.06% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 14,613 | $159.0K | 0.00% | +4,936+51.0% | Added |
| Better Way Financial, LLC | 14,772 | $161.0K | 0.14% | +14,772 | New |
| Fidelis Capital Partners, LLC | 14,777 | $161.1K | 0.01% | −4,796−24.5% | Reduced |
| PVG Asset Management Corp | 14,905 | $162.5K | 0.09% | 00.0% | Unchanged |
| Rogco, LP | 15,000 | $163.5K | 0.05% | 00.0% | Unchanged |
| Indivisible Partners | 15,186 | $165.5K | 0.01% | +15,186 | New |
| Sentinus, LLC | 15,222 | $165.9K | 0.01% | −1,072−6.6% | Reduced |
| BLB&B Advisors, LLC | 15,750 | $171.7K | 0.01% | −1,555−9.0% | Reduced |
| Valley Brook Capital Group | 15,800 | $172.2K | 0.10% | +450+2.9% | Added |
| Perigon Wealth Management, LLC | 15,933 | $173.7K | 0.00% | +2,709+20.5% | Added |
| Greenwich Wealth Management LLC | 16,021 | $175.0K | 0.01% | +16,021 | New |
| Guardian Wealth Advisors, LLC | 16,082 | $175.3K | 0.01% | −19−0.1% | Reduced |
| One Charles Private Wealth Services, LLC | 16,089 | $175.4K | 0.04% | −113−0.7% | Reduced |
| Covestor Ltd | 16,156 | $176.0K | 0.10% | +11,174+224.3% | Added |
| Almanack Investment Partners, LLC. | 16,175 | $176.3K | 0.02% | +528+3.4% | Added |
| Atlas Capital Advisors LLC | 16,402 | $178.8K | 0.02% | −5,486−25.1% | Reduced |
| Regions Financial Corp | 16,600 | $180.9K | 0.00% | +600+3.8% | Added |
| Post Resch Tallon Group Inc. | 16,689 | $181.9K | 0.13% | +16,689 | New |
| Mission Wealth Management, LP | 16,780 | $182.9K | 0.00% | +607+3.8% | Added |
| HighPoint Advisor Group LLC | 16,958 | $184.8K | 0.01% | −4,798−22.1% | Reduced |
| Navis Wealth Advisors, LLC | 17,000 | $185.3K | 0.07% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 17,242 | $187.9K | 0.00% | −216,289−92.6% | Reduced |
| Traynor Capital Management, Inc. | 17,277 | $188.3K | 0.01% | +745+4.5% | Added |
| Planning Directions Inc | 17,516 | $190.9K | 0.09% | +35+0.2% | Added |
| TCP Asset Management, LLC | 17,585 | $191.7K | 0.02% | −8,580−32.8% | Reduced |
| one8zero8, LLC | 17,600 | $191.8K | 0.04% | +300+1.7% | Added |
| Value Investment Professionals, LLC | 17,667 | $192.6K | 0.16% | +587+3.4% | Added |
| NBC Securities, Inc. | 17,687 | $192.8K | 0.01% | +1,879+11.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 17,816 | $194.2K | 0.02% | +17,816 | New |
| Weaver Consulting Group | 17,848 | $194.5K | 0.04% | −136−0.8% | Reduced |
| WoodTrust Financial Corp | 18,000 | $196.0K | 0.02% | +2,000+12.5% | Added |
| O'Rourke & Company, Inc | 18,070 | $197.0K | 0.07% | +194+1.1% | Added |
| Collaborative Wealth Managment Inc. | 18,090 | $197.2K | 0.08% | 00.0% | Unchanged |
| Private Trust Co NA | 18,172 | $198.1K | 0.02% | −5,421−23.0% | Reduced |
| WealthTrust Axiom LLC | 18,200 | $198.4K | 0.04% | −500−2.7% | Reduced |
| Cary Street Partners Financial LLC | 18,238 | $198.8K | 0.00% | +53+0.3% | Added |
| Dynasty Wealth Management, LLC | 18,326 | $199.8K | 0.00% | +18,326 | New |
| Warren Averett Asset Management, LLC | 18,365 | $200.2K | 0.00% | −1,854−9.2% | Reduced |
| Paragon Capital Management Ltd | 18,537 | $202.1K | 0.04% | −1,779−8.8% | Reduced |
| MetLife Investment Management | 18,698 | $203.8K | 0.00% | +570+3.1% | Added |
| Financial Gravity Companies, Inc. | 18,760 | $204.5K | 0.03% | +18,760 | New |
| O'Shaughnessy Asset Management, LLC | 18,996 | $207.1K | 0.00% | −3,201−14.4% | Reduced |
| SNS Financial Group, LLC | 19,012 | $207.2K | 0.00% | +19,012 | New |
| Aptus Capital Advisors, LLC | 19,039 | $207.5K | 0.00% | −102−0.5% | Reduced |
| HB Wealth Management, LLC | 19,048 | $207.6K | 0.00% | −10,974−36.6% | Reduced |
| Acorn Wealth Advisors, LLC | 19,101 | $208.2K | 0.05% | +1,478+8.4% | Added |
| EP Wealth Advisors, LLC | 19,136 | $208.6K | 0.00% | +6,550+52.0% | Added |
| AE Wealth Management LLC | 19,216 | $209.5K | 0.00% | −860−4.3% | Reduced |
| Navigation Group, LLC | 19,299 | $210.4K | 0.04% | +419+2.2% | Added |
| Brighton Jones LLC | 19,373 | $211.2K | 0.00% | +1,778+10.1% | Added |
| Shulman DeMeo Asset Management LLC | 19,399 | $211.4K | 0.04% | −2,485−11.4% | Reduced |
| The PNC Financial Services Group, Inc. | 19,452 | $212.0K | 0.00% | +164+0.9% | Added |
| Visionary Wealth Advisors | 19,549 | $213.1K | 0.01% | +20+0.1% | Added |
| Insight Advisors, LLC | 19,575 | $213.4K | 0.04% | −589−2.9% | Reduced |
| Frisch Financial Group, Inc. | 19,555 | $215.5K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 19,946 | $217.4K | 0.00% | −894−4.3% | Reduced |
| Winch Advisory Services, LLC | 20,289 | $221.2K | 0.05% | +177+0.9% | Added |
| Register Financial Advisors LLC | 20,500 | $223.4K | 0.07% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,675 | $225.4K | 0.00% | −2,801−11.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,360 | $225.4K | 0.01% | +20,360 | New |
| Sagewood Asset Management LP | 21,150 | $230.5K | 0.05% | +2,079+10.9% | Added |
| Southland Equity Partners LLC | 21,186 | $230.9K | 0.04% | 00.0% | Unchanged |
| Davidson Trust Co | 21,241 | $231.5K | 0.09% | −2,100−9.0% | Reduced |
| Permanent Capital Management, LP | 21,060 | $232.1K | 0.03% | +9,880+88.4% | Added |
| Vise Technologies, Inc. | 21,487 | $234.2K | 0.00% | −3,189−12.9% | Reduced |
| Redwood Investment Management, LLC | 21,578 | $235.0K | 0.02% | +725+3.5% | Added |
| Eight 31 Financial LLC | 21,906 | $238.8K | 0.14% | +4,684+27.2% | Added |
| Eurizon Capital SGR S.p.A. | 21,819 | $238.9K | 0.00% | −26,361−54.7% | Reduced |
| 180 Wealth Advisors, LLC | 22,101 | $240.9K | 0.02% | +42+0.2% | Added |
| Resources Investment Advisors, LLC. | 22,347 | $243.6K | 0.00% | +408+1.9% | Added |
| Creative Financial Designs Inc | 22,386 | $244.0K | 0.01% | +5,000+28.8% | Added |
| Portside Wealth Group, LLC | 22,550 | $245.8K | 0.03% | −3,206−12.4% | Reduced |
| Ellevest, Inc. | 22,765 | $248.1K | 0.03% | −4,713−17.2% | Reduced |
| We Are One Seven, LLC | 22,872 | $249.3K | 0.00% | −230−1.0% | Reduced |
| AA Financial Advisors, LLC | 23,091 | $251.7K | 0.03% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 23,611 | $257.4K | 0.02% | −1,608−6.4% | Reduced |