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 |
|---|---|---|---|---|---|
| New Age Alpha Advisors, LLC | 23,906 | $260.6K | 0.01% | +23,906 | New |
| Avantax Planning Partners, Inc. | 23,908 | $260.6K | 0.01% | −2,929−10.9% | Reduced |
| Geneos Wealth Management Inc. | 24,004 | $261.6K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 24,095 | $262.6K | 0.00% | +3,198+15.3% | Added |
| Meeder Advisory Services, Inc. | 24,804 | $270.4K | 0.01% | −2,449−9.0% | Reduced |
| Gateway Investment Advisers LLC | 24,970 | $272.2K | 0.00% | +425+1.7% | Added |
| Front Row Advisors LLC | 25,000 | $272.3K | 0.08% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 25,024 | $272.8K | 0.01% | −7,451−22.9% | Reduced |
| Savant Capital, LLC | 25,402 | $275.7K | 0.00% | +15,065+145.7% | Added |
| Signaturefd, LLC | 25,610 | $279.2K | 0.00% | +2,957+13.1% | Added |
| Gilman Hill Asset Management, LLC | 26,000 | $283.4K | 0.04% | 00.0% | Unchanged |
| Attessa Capital LLC | 26,005 | $283.5K | 0.13% | +26,005 | New |
| TRB Wealth Management, LLC | 26,110 | $284.6K | 0.04% | −4,200−13.9% | Reduced |
| DDD Partners, LLC | 26,183 | $285.4K | 0.02% | −17,111−39.5% | Reduced |
| DRW Securities, LLC | 26,207 | $285.7K | 0.02% | −36,075−57.9% | Reduced |
| Keystone Financial Group | 26,450 | $288.3K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 26,522 | $289.1K | 0.00% | +2,022+8.3% | Added |
| DV Trading LLC | 27,100 | $295.4K | 0.02% | +27,100 | New |
| Evolve Private Wealth, LLC | 27,022 | $297.4K | 0.02% | +27,022 | New |
| Joel Isaacson & Co., LLC | 27,367 | $298.3K | 0.01% | +1,071+4.1% | Added |
| Miracle Mile Advisors, LLC | 27,446 | $299.2K | 0.00% | +10,255+59.7% | Added |
| Level Four Advisory Services, LLC | 28,457 | $310.2K | 0.01% | +17,129+151.2% | Added |
| Armstrong Advisory Group, Inc | 28,490 | $310.5K | 0.02% | +35+0.1% | Added |
| iA Global Asset Management Inc. | 28,739 | $313.0K | 0.00% | +28,739 | New |
| Aspen Wealth Strategies, LLC | 28,720 | $313.0K | 0.15% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 28,884 | $314.8K | 0.01% | −513−1.7% | Reduced |
| United Capital Financial Advisers, LLC | 29,234 | $318.6K | 0.00% | −27,362−48.3% | Reduced |
| Lazari Capital Management, Inc. | 29,705 | $323.8K | 0.10% | +4,600+18.3% | Added |
| Wealthfront Advisers LLC | 29,792 | $324.7K | 0.00% | +29,792 | New |
| Gentry Private Wealth, LLC | 29,943 | $326.4K | 0.17% | +29,943 | New |
| Mutual Advisors, LLC | 30,317 | $330.5K | 0.01% | −465−1.5% | Reduced |
| Angel Oak Capital Advisors, LLC | 30,500 | $332.4K | 0.42% | 00.0% | Unchanged |
| Nwam LLC | 30,658 | $334.2K | 0.02% | +3,152+11.5% | Added |
| Compass Financial Group, INC | 30,814 | $335.9K | 0.04% | 00.0% | Unchanged |
| Nykredit A/S | 31,032 | $338.2K | 0.00% | +31,032 | New |
| Atria Investments LLC | 31,085 | $338.8K | 0.00% | +10,630+52.0% | Added |
| Everest Financial Group LLC | 31,200 | $340.1K | 0.05% | 00.0% | Unchanged |
| Castleview Partners, LLC | 31,612 | $344.6K | 0.15% | +3,048+10.7% | Added |
| Summit Trail Advisors, LLC | 32,093 | $349.8K | 0.00% | +636+2.0% | Added |
| J.M. Arbour, LLC | 32,412 | $353.3K | 0.30% | +7,986+32.7% | Added |
| Magnus Financial Group LLC | 32,712 | $356.6K | 0.03% | −830−2.5% | Reduced |
| Vident Advisory, LLC | 32,750 | $357.0K | 0.00% | +6,186+23.3% | Added |
| North Dakota State Investment Board | 32,888 | $358.5K | 0.01% | +1,578+5.0% | Added |
| Symphony Financial, Ltd. Co. | 32,994 | $359.1K | 0.04% | −8,299−20.1% | Reduced |
| HORAN Wealth, LLC | 33,021 | $359.9K | 0.04% | +6,456+24.3% | Added |
| Howland Capital Management LLC | 32,768 | $361.1K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 33,263 | $361.7K | 0.01% | +1,288+4.0% | Added |
| HSBC Holdings PLC | 33,204 | $362.1K | 0.00% | −33,918−50.5% | Reduced |
| New Wave Wealth Advisors LLC | 33,556 | $369.6K | 0.10% | +10,197+43.7% | Added |
| RSM US Wealth Management LLC | 33,950 | $370.1K | 0.00% | +14,747+76.8% | Added |
| Baker Avenue Asset Management, LP | 34,236 | $373.2K | 0.01% | +373+1.1% | Added |
| Prime Capital Investment Advisors, LLC | 34,258 | $373.4K | 0.00% | +362+1.1% | Added |
| Lifestyle Asset Management, Inc. | 34,522 | $376.3K | 0.10% | +17,130+98.5% | Added |
| LaSalle St. Investment Advisors, LLC | 34,748 | $378.8K | 0.05% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 35,031 | $381.8K | 0.00% | −3,906−10.0% | Reduced |
| CIBC Asset Management Inc | 35,235 | $384.1K | 0.00% | +2,637+8.1% | Added |
| Advisortrust Partners, LLC | 35,408 | $385.9K | 0.13% | +1,837+5.5% | Added |
| Legacy Capital Wealth Partners, LLC | 35,875 | $391.0K | 0.07% | −509−1.4% | Reduced |
| Blair William & Co | 36,245 | $395.1K | 0.00% | −4,083−10.1% | Reduced |
| Hanlon Investment Management, Inc. | 36,573 | $398.6K | 0.21% | +13,159+56.2% | Added |
| Farther Finance Advisors, LLC | 36,947 | $402.7K | 0.00% | −64,436−63.6% | Reduced |
| Genesis Wealth Advisors, LLC | 37,279 | $406.3K | 0.24% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 37,671 | $410.6K | 0.00% | +33+0.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 38,648 | $421.3K | 0.01% | −732−1.9% | Reduced |
| Clearstead Advisors, LLC | 38,991 | $425.0K | 0.00% | +37,150+2,017.9% | Added |
| Signal Advisors Wealth, LLC | 39,414 | $429.6K | 0.02% | +1,244+3.3% | Added |
| Signature Estate & Investment Advisors LLC | 39,525 | $430.8K | 0.01% | +2,339+6.3% | Added |
| Everence Capital Management Inc | 39,508 | $431.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 39,649 | $432.2K | 0.00% | +420+1.1% | Added |
| Global Retirement Partners, LLC | 39,897 | $434.9K | 0.01% | +39,897 | New |
| Aster Capital Management (DIFC) Ltd | 40,052 | $436.6K | 0.09% | +38,040+1,890.7% | Added |
| Maridea Wealth Management LLC | 40,387 | $440.2K | 0.05% | +17,126+73.6% | Added |
| Bridgefront Capital, LLC | 40,627 | $442.8K | 0.12% | +40,627 | New |
| Apollon Wealth Management, LLC | 40,638 | $442.9K | 0.01% | +8,235+25.4% | Added |
| Kingstone Capital Partners Texas, LLC | 40,810 | $444.8K | 0.24% | +6,119+17.6% | Added |
| Avestar Capital, LLC | 41,000 | $446.9K | 0.03% | +41,000 | New |
| Ferguson Wellman Capital Management, Inc | 41,039 | $447.3K | 0.01% | +6,039+17.3% | Added |
| Integrated Wealth Concepts LLC | 41,234 | $449.5K | 0.00% | +1,365+3.4% | Added |
| Fermata Advisors, LLC | 41,604 | $453.5K | 0.09% | −13,862−25.0% | Reduced |
| Intech Investment Management LLC | 41,637 | $453.8K | 0.00% | −11,281−21.3% | Reduced |
| Washington Trust Bank | 41,700 | $454.5K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 41,821 | $455.8K | 0.01% | −859−2.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 41,853 | $456.2K | 0.13% | +6,143+17.2% | Added |
| Abel Hall, LLC | 42,574 | $464.1K | 0.08% | +955+2.3% | Added |
| VestGen Advisors, LLC | 42,861 | $467.2K | 0.01% | +9,676+29.2% | Added |
| Infrastructure Capital Advisors, LLC | 42,881 | $467.4K | 0.04% | +809+1.9% | Added |
| M&T Bank Corp | 43,092 | $469.6K | 0.00% | +8,716+25.4% | Added |
| Samalin Investment Counsel, LLC | 43,155 | $470.4K | 0.15% | −11,724−21.4% | Reduced |
| Keybank National Association | 43,813 | $477.6K | 0.00% | −10,887−19.9% | Reduced |
| Nomura Holdings Inc | 44,026 | $479.9K | 0.00% | +44,026 | New |
| Brinker Capital Investments, LLC | 44,232 | $482.1K | 0.00% | −1,688−3.7% | Reduced |
| Strategic Financial Concepts, LLC | 44,842 | $488.8K | 0.15% | −1,329−2.9% | Reduced |
| Two Sigma Securities, LLC | 44,937 | $489.8K | 0.04% | −10,723−19.3% | Reduced |
| Prudential Financial Inc | 45,580 | $496.8K | 0.00% | −1,185−2.5% | Reduced |
| First Foundation Advisors | 45,946 | $500.8K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 46,219 | $503.8K | 0.00% | +26,408+133.3% | Added |
| DnB Asset Management AS | 47,596 | $518.8K | 0.00% | 00.0% | Unchanged |
| Significant Wealth Partners LLC | 47,774 | $520.7K | 0.56% | −155−0.3% | Reduced |
| Centaurus Financial, Inc. | 48,033 | $524.0K | 0.02% | 00.0% | Unchanged |
| WJ Financial Advisors LLC | 49,103 | $535.2K | 0.39% | −1,245−2.5% | Reduced |