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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 12,626 | $137.6K | 0.00% | +12,626 | New |
| Transamerica Financial Advisors, Inc. | 12,389 | $136.7K | 0.01% | −2,396−16.2% | Reduced |
| Lane Brothers & Co Inc | 12,531 | $136.6K | 0.09% | +12,531 | New |
| Oakworth Capital, Inc. | 12,600 | $136.0K | 0.01% | +12,600 | New |
| Jupiter Asset Management Ltd | 12,379 | $134.9K | 0.00% | +12,379 | New |
| Principal Financial Group Inc | 12,365 | $134.8K | 0.00% | −17,791−59.0% | Reduced |
| Concurrent Investment Advisors, LLC | 12,233 | $133.3K | 0.00% | −1,149−8.6% | Reduced |
| Oder Investment Management, LLC | 12,161 | $132.6K | 0.09% | +12,161 | New |
| Liberty Atlantic Advisors LLC | 12,000 | $132.2K | 0.10% | +12,000 | New |
| Avory & Company, LLC | 12,094 | $131.8K | 0.16% | +407+3.5% | Added |
| 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 |
| Pensionmark Financial Group, LLC | 12,523 | $129.4K | 0.00% | −8,005−39.0% | Reduced |
| PFG Advisors | 11,752 | $128.1K | 0.01% | +11,752 | New |
| Bright Futures Wealth Management, LLC. | 11,695 | $127.5K | 0.08% | −42−0.4% | Reduced |
| PW Nova Financial Services LLC | 11,565 | $126.1K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11,556 | $126.0K | 0.00% | +1,589+15.9% | Added |
| Talon Private Wealth, LLC | 11,511 | $125.5K | 0.01% | +11+0.1% | Added |
| Foundations Investment Advisors, LLC | 11,454 | $124.8K | 0.00% | −6,544−36.4% | Reduced |
| VSM Wealth Advisory, LLC | 11,452 | $124.8K | 0.03% | +5,264+85.1% | Added |
| Pacitti Group Inc. | 11,432 | $124.6K | 0.04% | +166+1.5% | Added |
| Optas, LLC | 11,354 | $123.8K | 0.02% | +670+6.3% | Added |
| WealthPlan Investment Management, LLC | 11,310 | $123.3K | 0.01% | −392−3.3% | Reduced |
| Liberty Capital Management, Inc. | 11,300 | $123.2K | 0.02% | +11,300 | New |
| Capital Square, LLC | 11,059 | $123.1K | 0.05% | +295+2.7% | Added |
| Frec Markets, Inc. | 11,286 | $123.0K | 0.01% | +11,286 | New |
| J. Safra Sarasin Holding AG | 11,281 | $123.0K | 0.00% | +11,281 | New |
| Mutual of America Capital Management LLC | 11,270 | $122.8K | 0.00% | +11,270 | New |
| Financial Engines Advisors L.L.C. | 11,170 | $121.8K | 0.00% | +11,170 | New |
| AlphaGrep UK Ltd | 11,055 | $120.5K | 0.04% | −70,849−86.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 11,000 | $119.9K | 0.03% | −2,000−15.4% | Reduced |
| TD Private Client Wealth LLC | 10,988 | $119.8K | 0.00% | −5,602−33.8% | Reduced |
| Proffitt & Goodson Inc | 10,976 | $119.6K | 0.02% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 10,798 | $117.7K | 0.05% | +360+3.4% | Added |
| Beacon Financial Advisory LLC | 10,741 | $117.1K | 0.02% | +186+1.8% | Added |
| Cora Capital Advisors LLC | 10,575 | $115.3K | 0.03% | −27−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 10,433 | $113.7K | 0.00% | −12,867−55.2% | Reduced |
| Welch Group, LLC | 10,412 | $113.5K | 0.00% | +348+3.5% | Added |
| WESPAC Advisors, LLC | 10,398 | $113.3K | 0.06% | +10,398 | New |
| Daymark Wealth Partners, LLC | 10,368 | $113.0K | 0.00% | +10,368 | New |
| National Asset Management, Inc. | 10,259 | $112.9K | 0.01% | +20+0.2% | Added |
| Van Diest Capital, LLC | 10,222 | $111.4K | 0.10% | −1,845−15.3% | Reduced |
| Enterprise Financial Services Corp | 10,222 | $111.4K | 0.05% | +10,222 | New |
| Modern Wealth Management, LLC | 10,089 | $110.0K | 0.00% | +10,089 | New |
| Wealth Alliance Advisory Group, LLC | 10,083 | $109.9K | 0.02% | +10,083 | New |
| Brown Advisory Inc | 10,007 | $109.1K | 0.00% | +10,007 | New |
| Quarry Hill Advisors, LLC | 10,000 | $109.0K | 0.04% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 9,621 | $104.9K | 0.09% | +762+8.6% | Added |
| WealthCollab, LLC | 9,586 | $104.5K | 0.04% | +2,380+33.0% | Added |
| Northwestern Mutual Wealth Management Co | 9,310 | $101.5K | 0.00% | −8,411−47.5% | Reduced |
| Clear Street Markets LLC | 9,000 | $98.1K | 0.02% | −63,600−87.6% | Reduced |
| Huntington National Bank | 8,965 | $97.7K | 0.00% | −1,415−13.6% | Reduced |
| Bruce G. Allen Investments, LLC | 8,672 | $94.5K | 0.06% | −12−0.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 8,000 | $87.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 7,819 | $85.2K | 0.03% | −9,674−55.3% | Reduced |
| Flagship Wealth Advisors, LLC | 7,500 | $81.8K | 0.02% | +7,500 | New |
| First Community Trust NA | 7,300 | $79.6K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6,800 | $74.1K | 0.00% | −101−1.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,815 | $70.2K | 0.06% | +135+5.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,376 | $69.5K | 0.00% | +3,984+166.6% | Added |
| Archer Investment Corp | 6,288 | $68.5K | 0.01% | +1,399+28.6% | 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 |
| Versant Capital Management, Inc | 5,570 | $60.7K | 0.01% | +4,019+259.1% | Added |
| Corsicana & Co. | 5,500 | $60.0K | 0.03% | +5,500 | New |
| Tower Research Capital LLC (TRC) | 5,434 | $59.2K | 0.00% | −50,322−90.3% | Reduced |
| Umb Bank N A | 5,239 | $57.1K | 0.00% | +168+3.3% | Added |
| Fourth Dimension Wealth, LLC | 5,000 | $54.5K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 4,952 | $53.4K | 0.00% | −700−12.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4,846 | $52.8K | 0.01% | +86+1.8% | Added |
| Los Angeles Capital Management LLC | 4,753 | $51.8K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,472 | $49.0K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4,318 | $47.1K | 0.01% | +4,318 | New |
| Rossby Financial, LCC | 4,112 | $44.8K | 0.01% | +2,784+209.6% | Added |
| Spire Wealth Management | 3,922 | $42.8K | 0.00% | +800+25.6% | Added |
| Financial Life Planners | 3,826 | $41.7K | 0.03% | +129+3.5% | Added |
| Bogart Wealth, LLC | 3,695 | $40.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3,417 | $37.5K | 0.00% | +1,126+49.1% | Added |
| Altshuler Shaham Ltd | 3,164 | $34.5K | 0.00% | +3,164 | New |
| Bullseye Investment Management, LLC | 3,150 | $34.3K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 3,127 | $34.1K | 0.01% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 3,840 | $34.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 3,000 | $33.1K | 0.00% | 00.0% | Unchanged |
| 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 |
| Graney & King, LLC | 2,936 | $32.0K | 0.01% | +98+3.5% | Added |
| Avion Wealth | 2,820 | $30.0K | 0.01% | +93+3.4% | Added |
| Security National Bank | 2,750 | $30.0K | 0.00% | +2,750 | New |
| N.E.W. Advisory Services LLC | 2,557 | $27.9K | 0.00% | +29+1.1% | Added |
| Osbon Capital Management LLC | 2,537 | $27.7K | 0.02% | −313,641−99.2% | Reduced |
| SWAN Capital LLC | 2,500 | $27.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,408 | $26.5K | 0.00% | +1,728+254.1% | Added |
| Danske Bank A/S | 2,400 | $26.2K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,368 | $25.8K | 0.00% | +613+34.9% | Added |
| Smartleaf Asset Management LLC | 2,342 | $25.8K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 2,355 | $25.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,351 | $25.6K | 0.00% | +1,651+235.9% | Added |
| Silver Grove Financial Group, Inc. | 2,320 | $25.3K | 0.01% | +2,320 | New |
| Delta Asset Management LLC | 2,300 | $25.1K | 0.00% | +2,300 | New |
| CoreCap Advisors, LLC | 2,279 | $24.8K | 0.00% | −520−18.6% | Reduced |