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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 24,004 | $261.6K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 23,908 | $260.6K | 0.01% | −2,929−10.9% | Reduced |
| New Age Alpha Advisors, LLC | 23,906 | $260.6K | 0.01% | +23,906 | New |
| Fiduciary Alliance LLC | 23,611 | $257.4K | 0.02% | −1,608−6.4% | Reduced |
| AA Financial Advisors, LLC | 23,091 | $251.7K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 22,872 | $249.3K | 0.00% | −230−1.0% | Reduced |
| Ellevest, Inc. | 22,765 | $248.1K | 0.03% | −4,713−17.2% | Reduced |
| Portside Wealth Group, LLC | 22,550 | $245.8K | 0.03% | −3,206−12.4% | Reduced |
| Creative Financial Designs Inc | 22,386 | $244.0K | 0.01% | +5,000+28.8% | Added |
| Resources Investment Advisors, LLC. | 22,347 | $243.6K | 0.00% | +408+1.9% | Added |
| 180 Wealth Advisors, LLC | 22,101 | $240.9K | 0.02% | +42+0.2% | Added |
| Eurizon Capital SGR S.p.A. | 21,819 | $238.9K | 0.00% | −26,361−54.7% | Reduced |
| Eight 31 Financial LLC | 21,906 | $238.8K | 0.14% | +4,684+27.2% | Added |
| Redwood Investment Management, LLC | 21,578 | $235.0K | 0.02% | +725+3.5% | Added |
| Vise Technologies, Inc. | 21,487 | $234.2K | 0.00% | −3,189−12.9% | Reduced |
| Permanent Capital Management, LP | 21,060 | $232.1K | 0.03% | +9,880+88.4% | Added |
| Davidson Trust Co | 21,241 | $231.5K | 0.09% | −2,100−9.0% | Reduced |
| Southland Equity Partners LLC | 21,186 | $230.9K | 0.04% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 21,150 | $230.5K | 0.05% | +2,079+10.9% | Added |
| NorthCrest Asset Manangement, LLC | 20,360 | $225.4K | 0.01% | +20,360 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,675 | $225.4K | 0.00% | −2,801−11.9% | Reduced |
| Register Financial Advisors LLC | 20,500 | $223.4K | 0.07% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 20,289 | $221.2K | 0.05% | +177+0.9% | Added |
| IHT Wealth Management, LLC | 19,946 | $217.4K | 0.00% | −894−4.3% | Reduced |
| Frisch Financial Group, Inc. | 19,555 | $215.5K | 0.04% | 00.0% | Unchanged |
| Insight Advisors, LLC | 19,575 | $213.4K | 0.04% | −589−2.9% | Reduced |
| Visionary Wealth Advisors | 19,549 | $213.1K | 0.01% | +20+0.1% | Added |
| The PNC Financial Services Group, Inc. | 19,452 | $212.0K | 0.00% | +164+0.9% | Added |
| Shulman DeMeo Asset Management LLC | 19,399 | $211.4K | 0.04% | −2,485−11.4% | Reduced |
| Brighton Jones LLC | 19,373 | $211.2K | 0.00% | +1,778+10.1% | Added |
| Navigation Group, LLC | 19,299 | $210.4K | 0.04% | +419+2.2% | Added |
| AE Wealth Management LLC | 19,216 | $209.5K | 0.00% | −860−4.3% | Reduced |
| EP Wealth Advisors, LLC | 19,136 | $208.6K | 0.00% | +6,550+52.0% | Added |
| Acorn Wealth Advisors, LLC | 19,101 | $208.2K | 0.05% | +1,478+8.4% | Added |
| HB Wealth Management, LLC | 19,048 | $207.6K | 0.00% | −10,974−36.6% | Reduced |
| Aptus Capital Advisors, LLC | 19,039 | $207.5K | 0.00% | −102−0.5% | Reduced |
| SNS Financial Group, LLC | 19,012 | $207.2K | 0.00% | +19,012 | New |
| O'Shaughnessy Asset Management, LLC | 18,996 | $207.1K | 0.00% | −3,201−14.4% | Reduced |
| Financial Gravity Companies, Inc. | 18,760 | $204.5K | 0.03% | +18,760 | New |
| MetLife Investment Management | 18,698 | $203.8K | 0.00% | +570+3.1% | Added |
| Paragon Capital Management Ltd | 18,537 | $202.1K | 0.04% | −1,779−8.8% | Reduced |
| Warren Averett Asset Management, LLC | 18,365 | $200.2K | 0.00% | −1,854−9.2% | Reduced |
| Dynasty Wealth Management, LLC | 18,326 | $199.8K | 0.00% | +18,326 | New |
| Cary Street Partners Financial LLC | 18,238 | $198.8K | 0.00% | +53+0.3% | Added |
| WealthTrust Axiom LLC | 18,200 | $198.4K | 0.04% | −500−2.7% | Reduced |
| Private Trust Co NA | 18,172 | $198.1K | 0.02% | −5,421−23.0% | Reduced |
| Collaborative Wealth Managment Inc. | 18,090 | $197.2K | 0.08% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 18,070 | $197.0K | 0.07% | +194+1.1% | Added |
| WoodTrust Financial Corp | 18,000 | $196.0K | 0.02% | +2,000+12.5% | Added |
| Weaver Consulting Group | 17,848 | $194.5K | 0.04% | −136−0.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 17,816 | $194.2K | 0.02% | +17,816 | New |
| NBC Securities, Inc. | 17,687 | $192.8K | 0.01% | +1,879+11.9% | Added |
| Value Investment Professionals, LLC | 17,667 | $192.6K | 0.16% | +587+3.4% | Added |
| one8zero8, LLC | 17,600 | $191.8K | 0.04% | +300+1.7% | Added |
| TCP Asset Management, LLC | 17,585 | $191.7K | 0.02% | −8,580−32.8% | Reduced |
| Planning Directions Inc | 17,516 | $190.9K | 0.09% | +35+0.2% | Added |
| Traynor Capital Management, Inc. | 17,277 | $188.3K | 0.01% | +745+4.5% | Added |
| Engineers Gate Manager LP | 17,242 | $187.9K | 0.00% | −216,289−92.6% | Reduced |
| Navis Wealth Advisors, LLC | 17,000 | $185.3K | 0.07% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 16,958 | $184.8K | 0.01% | −4,798−22.1% | Reduced |
| Mission Wealth Management, LP | 16,780 | $182.9K | 0.00% | +607+3.8% | Added |
| Post Resch Tallon Group Inc. | 16,689 | $181.9K | 0.13% | +16,689 | New |
| Regions Financial Corp | 16,600 | $180.9K | 0.00% | +600+3.8% | Added |
| Atlas Capital Advisors LLC | 16,402 | $178.8K | 0.02% | −5,486−25.1% | Reduced |
| Almanack Investment Partners, LLC. | 16,175 | $176.3K | 0.02% | +528+3.4% | Added |
| Covestor Ltd | 16,156 | $176.0K | 0.10% | +11,174+224.3% | Added |
| One Charles Private Wealth Services, LLC | 16,089 | $175.4K | 0.04% | −113−0.7% | Reduced |
| Guardian Wealth Advisors, LLC | 16,082 | $175.3K | 0.01% | −19−0.1% | Reduced |
| Greenwich Wealth Management LLC | 16,021 | $175.0K | 0.01% | +16,021 | New |
| Perigon Wealth Management, LLC | 15,933 | $173.7K | 0.00% | +2,709+20.5% | Added |
| Valley Brook Capital Group | 15,800 | $172.2K | 0.10% | +450+2.9% | Added |
| BLB&B Advisors, LLC | 15,750 | $171.7K | 0.01% | −1,555−9.0% | Reduced |
| Sentinus, LLC | 15,222 | $165.9K | 0.01% | −1,072−6.6% | Reduced |
| Indivisible Partners | 15,186 | $165.5K | 0.01% | +15,186 | New |
| Rogco, LP | 15,000 | $163.5K | 0.05% | 00.0% | Unchanged |
| PVG Asset Management Corp | 14,905 | $162.5K | 0.09% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 14,777 | $161.1K | 0.01% | −4,796−24.5% | Reduced |
| Better Way Financial, LLC | 14,772 | $161.0K | 0.14% | +14,772 | New |
| Hantz Financial Services, Inc. | 14,613 | $159.0K | 0.00% | +4,936+51.0% | Added |
| Sage Capital Management, LLC | 14,500 | $158.1K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14,435 | $157.3K | 0.01% | +929+6.9% | Added |
| JBR Co Financial Management Inc | 14,295 | $155.8K | 0.06% | −6,207−30.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,131 | $154.0K | 0.00% | +780+5.8% | Added |
| Vanguard Capital Wealth Advisors | 14,000 | $152.6K | 0.10% | 00.0% | Unchanged |
| Aegis Wealth Management, Inc. | 13,860 | $151.1K | 0.10% | 00.0% | Unchanged |
| Diligent Investors, LLC | 13,744 | $149.8K | 0.03% | −442−3.1% | Reduced |
| NWF Advisory Services Inc. | 13,475 | $146.9K | 0.01% | +1,026+8.2% | Added |
| Garden State Investment Advisory Services LLC | 13,426 | $146.4K | 0.03% | +386+3.0% | Added |
| Baron Wealth Management LLC | 13,302 | $145.0K | 0.04% | +200+1.5% | Added |
| Ascent Group, LLC | 13,233 | $144.2K | 0.00% | +1,360+11.5% | Added |
| BCO Wealth Management LLC | 13,214 | $144.0K | 0.08% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 13,101 | $143.0K | 0.00% | +13,101 | New |
| WMG Financial Advisors, LLC | 13,022 | $141.9K | 0.05% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 12,993 | $141.6K | 0.01% | +12,993 | New |
| EverSource Wealth Advisors, LLC | 12,944 | $141.1K | 0.00% | −3,329−20.5% | Reduced |
| Valeo Financial Advisors, LLC | 12,929 | $140.9K | 0.00% | +12,929 | New |
| WealthPLAN Partners, LLC | 12,847 | $140.0K | 0.03% | +49+0.4% | Added |
| Annex Advisory Services, LLC | 12,838 | $139.9K | 0.00% | −40,662−76.0% | Reduced |
| Focus Financial Network, Inc. | 12,757 | $139.1K | 0.00% | +12,757 | New |
| Dana Investment Advisors, Inc. | 12,690 | $138.3K | 0.00% | −1,885−12.9% | Reduced |