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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 412,690 | $4.50M | 0.08% | −279,743−40.4% | Reduced |
| Mercer Global Advisors Inc | 405,144 | $4.42M | 0.01% | +151,673+59.8% | Added |
| Creative Planning | 381,039 | $4.15M | 0.00% | −31,881−7.7% | Reduced |
| Virginia Retirement Systems Et Al | 372,656 | $4.06M | 0.02% | +372,656 | New |
| BNP Paribas Arbitrage, SA | 364,310 | $3.97M | 0.00% | +60,095+19.8% | Added |
| Penn Mutual Asset Management, LLC | 360,000 | $3.92M | 20.14% | 00.0% | Unchanged |
| LFG Wealth Partners, LLC | 354,210 | $3.86M | 1.81% | +54,968+18.4% | Added |
| Handelsbanken Fonder AB | 353,300 | $3.85M | 0.01% | +900+0.3% | Added |
| AQR Capital Management LLC | 347,508 | $3.79M | 0.00% | +8,117+2.4% | Added |
| Compass Financial Management LLC | 352,260 | $3.78M | 0.46% | +352,260 | New |
| Capital Fund Management S.A. | 338,177 | $3.69M | 0.03% | +312,683+1,226.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 333,084 | $3.63M | 0.54% | +333,084 | New |
| State of New Jersey Common Pension Fund D | 331,388 | $3.61M | 0.01% | +20,413+6.6% | Added |
| Squarepoint Ops LLC | 331,189 | $3.61M | 0.01% | +331,189 | New |
| Public Employees Retirement System of Ohio | 326,589 | $3.56M | 0.01% | +4,718+1.5% | Added |
| Two Sigma Investments, LP | 325,899 | $3.55M | 0.00% | +325,899 | New |
| Parallax Volatility Advisers, L.P. | 321,861 | $3.51M | 0.13% | +34,983+12.2% | Added |
| Worldquant Millennium Advisors LLC | 317,699 | $3.46M | 0.01% | +317,699 | New |
| Arizona State Retirement System | 309,935 | $3.38M | 0.02% | +15,282+5.2% | Added |
| Waterloo Capital, L.P. | 307,936 | $3.36M | 0.19% | +5,999+2.0% | Added |
| Kestra Advisory Services, LLC | 293,745 | $3.20M | 0.01% | −5,933−2.0% | Reduced |
| SEI Investments Co | 292,414 | $3.19M | 0.00% | −180,003−38.1% | Reduced |
| Transcend Wealth Collective, LLC | 291,302 | $3.18M | 0.21% | −25,542−8.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 290,842 | $3.14M | 0.00% | −86,318−22.9% | Reduced |
| Ethic Inc. | 287,317 | $3.13M | 0.04% | +17,589+6.5% | Added |
| TCG Advisory Services, LLC | 282,906 | $3.08M | 0.06% | −110,151−28.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 272,338 | $2.97M | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 267,458 | $2.92M | 0.03% | +9,700+3.8% | Added |
| Sowell Financial Services LLC | 266,943 | $2.91M | 0.10% | +59,049+28.4% | Added |
| Voloridge Investment Management, LLC | 264,718 | $2.89M | 0.01% | +114,205+75.9% | Added |
| GraniteShares Advisors LLC | 257,910 | $2.81M | 1.81% | +33,750+15.1% | Added |
| KLP Kapitalforvaltning AS | 254,400 | $2.80M | 0.01% | +18,300+7.8% | Added |
| Savvy Advisors, Inc. | 252,428 | $2.75M | 0.06% | +161,179+176.6% | Added |
| Pathstone Holdings, LLC | 241,366 | $2.65M | 0.01% | −1,894−0.8% | Reduced |
| Kovack Advisors, Inc. | 244,923 | $2.64M | 0.13% | +4,444+1.8% | Added |
| US Bancorp | 236,553 | $2.58M | 0.00% | +1,561+0.7% | Added |
| Picton Mahoney Asset Management | 231,212 | $2.52M | 0.02% | +70,436+43.8% | Added |
| RBF Capital, LLC | 230,000 | $2.51M | 0.11% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 228,879 | $2.49M | 0.07% | +5,078+2.3% | Added |
| Nisa Investment Advisors, LLC | 224,290 | $2.47M | 0.01% | −39,680−15.0% | Reduced |
| Russell Investments Group, Ltd. | 226,255 | $2.47M | 0.00% | +9,393+4.3% | Added |
| Pekin Hardy Strauss, Inc. | 224,938 | $2.45M | 0.22% | +2,400+1.1% | Added |
| CIBC Bancorp USA Inc. | 224,658 | $2.45M | 0.00% | −35,741−13.7% | Reduced |
| Hollencrest Capital Management | 220,800 | $2.41M | 0.16% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 220,312 | $2.40M | 0.39% | +3,844+1.8% | Added |
| Simplicity Wealth,LLC | 213,483 | $2.33M | 0.08% | −10,340−4.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 209,283 | $2.28M | 0.00% | +209,283 | New |
| Wiley Bros.-Aintree Capital, LLC | 203,193 | $2.21M | 0.01% | +68,817+51.2% | Added |
| Millennium Management LLC | 202,880 | $2.21M | 0.00% | −4,801,770−95.9% | Reduced |
| Private Advisor Group, LLC | 201,448 | $2.20M | 0.01% | −35,256−14.9% | Reduced |
| Freestone Grove Partners LP | 201,433 | $2.20M | 0.01% | +201,433 | New |
| NEOS Investment Management LLC | 198,802 | $2.17M | 0.01% | +28,044+16.4% | Added |
| Bramshill Investments, LLC | 196,596 | $2.14M | 0.16% | +2,313+1.2% | Added |
| SeaCrest Wealth Management, LLC | 193,704 | $2.11M | 0.23% | +32,450+20.1% | Added |
| Cozad Asset Management Inc | 191,895 | $2.09M | 0.14% | +16,530+9.4% | Added |
| Summit Financial, LLC | 187,163 | $2.06M | 0.02% | −1,419−0.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 188,377 | $2.05M | 0.00% | −6,844−3.5% | Reduced |
| American Assets Investment Management, LLC | 80,000 | $2.04M | 0.12% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 185,677 | $2.02M | 0.01% | −824−0.4% | Reduced |
| Virtu Financial LLC | 181,186 | $1.98M | 0.06% | +129,107+247.9% | Added |
| Beacon Pointe Advisors, LLC | 180,036 | $1.96M | 0.01% | +12,182+7.3% | Added |
| Continuum Advisory, LLC | 179,446 | $1.96M | 0.16% | +10,191+6.0% | Added |
| Brevan Howard Capital Management LP | 178,499 | $1.95M | 0.03% | +6,929+4.0% | Added |
| WESPAC Advisors SoCal, LLC | 177,869 | $1.94M | 0.35% | +91,337+105.6% | Added |
| Pictet Asset Management Holding SA | 177,858 | $1.94M | 0.00% | +5,709+3.3% | Added |
| Amundi | 175,214 | $1.91M | 0.00% | −22,412−11.3% | Reduced |
| Utah Retirement Systems | 173,932 | $1.90M | 0.02% | −5,849−3.3% | Reduced |
| Penserra Capital Management LLC | 172,543 | $1.88M | 0.01% | +6,521+3.9% | Added |
| Franklin Resources Inc | 172,057 | $1.88M | 0.00% | −122,142−41.5% | Reduced |
| CAPROCK Group, Inc. | 168,138 | $1.85M | 0.04% | −18,755−10.0% | Reduced |
| Innova Wealth Partners | 161,244 | $1.76M | 0.73% | +13,222+8.9% | Added |
| Havemeyer Place LP | 158,942 | $1.73M | 0.17% | +158,942 | New |
| Astoria Portfolio Advisors LLC. | 158,075 | $1.72M | 0.29% | +2,504+1.6% | Added |
| Fortitude Financial, LLC | 156,548 | $1.71M | 1.53% | −1,147−0.7% | Reduced |
| Deutsche Bank AG | 150,886 | $1.64M | 0.00% | +15,375+11.3% | Added |
| Founders Financial Alliance, LLC | 149,595 | $1.63M | 0.22% | +9,043+6.4% | Added |
| AlphaCore Capital LLC | 145,660 | $1.59M | 0.03% | +37,162+34.3% | Added |
| Teacher Retirement System of Texas | 145,586 | $1.59M | 0.00% | +5,468+3.9% | Added |
| GWM Advisors LLC | 144,788 | $1.58M | 0.00% | +17,025+13.3% | Added |
| New York Life Investment Management LLC | 143,405 | $1.56M | 0.01% | +9,408+7.0% | Added |
| Great West Life Assurance Co | 140,594 | $1.53M | 0.00% | +1,100+0.8% | Added |
| Spears Abacus Advisors LLC | 139,056 | $1.52M | 0.03% | −50.0% | Reduced |
| Norden Group LLC | 135,967 | $1.48M | 0.12% | +24,293+21.8% | Added |
| HBK Sorce Advisory LLC | 138,590 | $1.48M | 0.03% | −260−0.2% | Reduced |
| Cooper Financial Group | 132,397 | $1.44M | 0.12% | −27,533−17.2% | Reduced |
| Nordea Investment Management AB | 130,845 | $1.43M | 0.00% | +130,845 | New |
| Inceptionr LLC | 129,341 | $1.41M | 0.35% | +93,224+258.1% | Added |
| Group One Trading, L.P. | 125,241 | $1.37M | 0.04% | −138,991−52.6% | Reduced |
| HighTower Advisors, LLC | 121,450 | $1.32M | 0.00% | −38,733−24.2% | Reduced |
| Sullivan Wood Capital Management LLC | 119,900 | $1.32M | 1.81% | +5,500+4.8% | Added |
| Odyssean, LLC | 120,735 | $1.32M | 0.21% | +120,735 | New |
| Caption Management, LLC | 120,000 | $1.31M | 0.05% | −93,700−43.8% | Reduced |
| Voya Investment Management LLC | 117,682 | $1.28M | 0.00% | +37,061+46.0% | Added |
| Collar Capital Management, LLC | 117,260 | $1.28M | 0.75% | +2,800+2.4% | Added |
| Simplify Asset Management Inc. | 115,485 | $1.26M | 0.02% | +12,000+11.6% | Added |
| Sigma Planning Corp | 114,189 | $1.24M | 0.03% | −3,594−3.1% | Reduced |
| Independent Advisor Alliance | 111,152 | $1.21M | 0.03% | +8,741+8.5% | Added |
| Wealthspire Advisors, LLC | 110,853 | $1.21M | 0.01% | −220.0% | Reduced |
| Principal Securities, Inc. | 107,929 | $1.18M | 0.01% | −23,734−18.0% | Reduced |
| Guidance Capital, Inc | 102,335 | $1.17M | 0.25% | +13,177+14.8% | Added |