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 |
|---|---|---|---|---|---|
| Hilton Head Capital Partners, LLC | 2,100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,077 | $22.9K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 2,037 | $22.4K | 0.00% | +414+25.5% | Added |
| Strategic Wealth Partners, Ltd. | 2,030 | $22.1K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,836 | $20.4K | 0.18% | −75−3.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,730 | $18.9K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,550 | $16.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,546 | $16.9K | 0.00% | −3,950−71.9% | Reduced |
| Aventura Private Wealth, LLC | 1,500 | $16.4K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 1,433 | $15.6K | 0.00% | +1,433 | New |
| Massmutual Trust Co FSB | 1,396 | $15.2K | 0.00% | −323−18.8% | Reduced |
| CX Institutional | 1,397 | $15.0K | 0.00% | +253+22.1% | Added |
| Zions Bancorporation, National Association | 1,370 | $14.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,329 | $14.5K | 0.00% | +1,329 | New |
| Cary Street Partner Investment Advisory LLC | 1,318 | $14.4K | 0.00% | +1,145+661.8% | Added |
| Kerr Financial Planning Corp | 1,317 | $14.4K | 0.02% | +29+2.3% | Added |
| Darwin Advisors, LLC | 1,277 | $13.9K | 0.00% | +43+3.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1,183 | $12.9K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 1,173 | $12.8K | 0.00% | +1,173 | New |
| AdvisorNet Financial, Inc | 1,170 | $12.8K | 0.00% | −203−14.8% | Reduced |
| Salomon & Ludwin, LLC | 1,155 | $12.5K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1,109 | $12.1K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,106 | $12.1K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 1,101 | $12.0K | 0.00% | +1,055+2,293.5% | Added |
| Basepoint Wealth LLC | 1,043 | $11.4K | 0.01% | +35+3.5% | Added |
| Activest Wealth Management | 1,040 | $11.3K | 0.00% | +989+1,939.2% | Added |
| Peterson Wealth Management | 1,033 | $11.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 912 | $9.94K | 0.00% | −77−7.8% | Reduced |
| ZRC Wealth Management, LLC | 848 | $9.24K | 0.00% | +848 | New |
| Roble, Belko & Company, Inc | 813 | $9.00K | 0.00% | −973−54.5% | Reduced |
| Bangor Savings Bank | 750 | $8.18K | 0.00% | +750 | New |
| PlanVest Financial, Inc | 742 | $8.09K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 737 | $8.03K | 0.00% | +621+535.3% | Added |
| Bell Investment Advisors, Inc | 688 | $7.50K | 0.00% | −15−2.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 683 | $7.45K | 0.00% | +23+3.5% | Added |
| Retirement Wealth Solutions LLC | 667 | $7.27K | 0.00% | +275+70.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 617 | $6.72K | 0.00% | +617 | New |
| Wolff Wiese Magana LLC | 600 | $6.54K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 570 | $6.21K | 0.00% | +570 | New |
| Godsey & Gibb Associates | 540 | $5.89K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 539 | $5.88K | 0.00% | +539 | New |
| Action Point Financial Planning, LLC | 509 | $5.55K | 0.00% | +509 | New |
| Signature Equity Partners, LLC | 506 | $5.51K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 500 | $5.45K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 500 | $5.45K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 500 | $5.45K | 0.00% | +411+461.8% | Added |
| Cornerstone Financial Management LLC | 472 | $5.14K | 0.00% | +358+314.0% | Added |
| Brown Brothers Harriman & Co | 469 | $5.11K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 450 | $5.00K | 0.00% | +200+80.0% | Added |
| Aspect Partners, LLC | 347 | $3.78K | 0.00% | +12+3.6% | Added |
| Keating Financial Advisory Services, Inc. | 325 | $3.54K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 325 | $3.54K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 301 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 293 | $3.23K | 0.00% | +97+49.5% | Added |
| Fifth Third Bancorp | 285 | $3.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 282 | $3.07K | 0.00% | +282 | New |
| TSFG, LLC | 236 | $3.00K | 0.00% | +8+3.5% | Added |
| Valley National Advisers Inc | 272 | $2.96K | 0.00% | +272 | New |
| Sachetta, LLC | 253 | $2.76K | 0.00% | −273−51.9% | Reduced |
| GHP Investment Advisors, Inc. | 241 | $2.63K | 0.00% | −340−58.5% | Reduced |
| First Command Advisory Services, Inc. | 238 | $2.62K | 0.00% | +238 | New |
| Essential Partners LLC | 236 | $2.57K | 0.00% | −67−22.1% | Reduced |
| Fortitude Family Office, LLC | 229 | $2.50K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 228 | $2.49K | 0.00% | +4+1.8% | Added |
| Cornerstone Planning Group LLC | 216 | $2.32K | 0.00% | +68+45.9% | Added |
| Decker Retirement Planning Inc. | 204 | $2.22K | 0.00% | +199+3,980.0% | Added |
| Financial Consulate, Inc | 199 | $2.19K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 200 | $2.18K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 200 | $2.18K | 0.00% | +200 | New |
| Bessemer Group Inc | 210 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 156 | $1.70K | 0.00% | +38+32.2% | Added |
| Atlantic Trust, LLC | 145 | $1.58K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 133 | $1.45K | 0.00% | +5+3.9% | Added |
| Brown, Lisle/Cummings, Inc. | 122 | $1.33K | 0.00% | +122 | New |
| Planning Strategies Inc. | 122 | $1.33K | 0.00% | +122 | New |
| Quest 10 Wealth Builders, Inc. | 119 | $1.29K | 0.00% | −3−2.5% | Reduced |
| Central Trust Co | 114 | $1.24K | 0.00% | +114 | New |
| Key Capital Management, INC | 109 | $1.19K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 98 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 85 | $927 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 77 | $839 | 0.00% | +49+175.0% | Added |
| MV Capital Management, Inc. | 71 | $774 | 0.00% | +45+173.1% | Added |
| Highland Investment Advisors LLC | 69 | $757 | 0.00% | +69 | New |
| Ameriflex Group, Inc. | 60 | $654 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $622 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 52 | $567 | 0.00% | +34+188.9% | Added |
| Raffa Wealth Management, LLC | 47 | $512 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 45 | $491 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 36 | $392 | 0.00% | +36 | New |
| Asset Dedication, LLC | 32 | $349 | 0.00% | +32 | New |
| JFS Wealth Advisors, LLC | 29 | $320 | 0.00% | +29 | New |
| NBT Bank N A | 29 | $316 | 0.00% | −240−89.2% | Reduced |
| Harbor Asset Planning, Inc. | 28 | $302 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 27 | $297 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 27 | $294 | 0.00% | +27 | New |
| Pension & Wealth Management Advisors, Inc. | 25 | $273 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $231 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 19 | $207 | 0.00% | +19 | New |
| Bartlett & Co. Wealth Management LLC | 14 | $154 | 0.00% | 00.0% | Unchanged |