Dynex Capital Inc
DX- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000826675
No open-market purchases or sales by Dynex Capital Inc insiders were filed in the last 90 days; 289 institutions reported holding it in 13F filings for Q2 2026, worth $1.47B in total; no superinvestor holds it.
Other share classesDX.PC
13F holders, Q3 2021
Institutional positions in Dynex Capital Inc as of Sep 30, 2021. 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
- 108
- −6 vs. Q2 2021
- Shares held
- 14.6M
- −1.52M (−9.4%) vs. Q2 2021
- Total value
- $252.5M
- −$48.7M (−16.2%) vs. Q2 2021
- New holders
- 12
- 46 more added
- Sold out
- 18
- 32 more reduced
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DX 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 | 289 | $1.47B |
| Q1 2026 | 268 | $1.14B |
| Q4 2025 | 263 | $990.4M |
| Q3 2025 | 212 | $757.7M |
| Q2 2025 | 201 | $632.3M |
| Q1 2025 | 203 | $635.0M |
| Q4 2024 | 182 | $499.8M |
| Q3 2024 | 164 | $486.9M |
| Q2 2024 | 147 | $452.8M |
| Q1 2024 | 129 | $367.0M |
| Q4 2023 | 122 | $281.0M |
| Q3 2023 | 127 | $306.1M |
| Q2 2023 | 131 | $314.9M |
| Q1 2023 | 133 | $286.5M |
| Q4 2022 | 134 | $296.6M |
| Q3 2022 | 132 | $220.8M |
| Q2 2022 | 135 | $269.1M |
| Q1 2022 | 114 | $229.8M |
| Q4 2021 | 107 | $241.7M |
| Q3 2021 | 108 | $252.5M |
| Q2 2021 | 114 | $301.1M |
| Q1 2021 | 120 | $282.6M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 31 | $529 | 0.00% | +31 | New |
| Fifth Third Bancorp | 142 | $2.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 136 | $2.00K | 0.00% | −30−18.1% | Reduced |
| Berman Capital Advisors, LLC | 152 | $2.00K | 0.00% | +3+2.0% | Added |
| Joseph P. Lucia & Associates, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 163 | $3.00K | 0.00% | +9+5.8% | Added |
| Plante Moran Financial Advisors, LLC | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 156 | $3.00K | 0.00% | +123+372.7% | Added |
| Rockefeller Capital Management L.P. | 234 | $4.00K | 0.00% | +234 | New |
| NEXT Financial Group, Inc | 317 | $5.00K | 0.00% | +250+373.1% | Added |
| Geneos Wealth Management Inc. | 440 | $7.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 420 | $7.00K | 0.00% | +216+105.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 533 | $9.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 500 | $9.00K | 0.00% | +500 | New |
| US Bancorp | 827 | $14.0K | 0.00% | +370+81.0% | Added |
| Newbridge Financial Services Group, Inc. | 875 | $15.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,000 | $17.0K | 0.00% | −1,673−62.6% | Reduced |
| Tradition Wealth Management, LLC | 1,000 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,032 | $18.0K | 0.00% | −802−43.7% | Reduced |
| Baldrige Asset Management LLC | 1,183 | $20.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 1,636 | $28.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,619 | $28.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,623 | $28.0K | 0.00% | +1,623 | New |
| Ameritas Investment Partners, Inc. | 2,384 | $41.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 4,179 | $72.0K | 0.01% | +4,179 | New |
| STRS Ohio | 7,800 | $134.0K | 0.00% | +700+9.9% | Added |
| O'Shaughnessy Asset Management, LLC | 8,129 | $140.0K | 0.00% | −2,022−19.9% | Reduced |
| Metropolitan Life Insurance Co | 8,708 | $150.5K | 0.00% | +703+8.8% | Added |
| Russell Investments Group, Ltd. | 9,574 | $164.0K | 0.00% | −75,030−88.7% | Reduced |
| Voya Investment Management LLC | 10,196 | $176.0K | 0.00% | +10,196 | New |
| BNP Paribas Arbitrage, SA | 10,364 | $179.1K | 0.00% | −43−0.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,465 | $181.0K | 0.02% | +10,465 | New |
| DCM Advisors, LLC | 10,547 | $182.0K | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 11,145 | $193.0K | 0.03% | −294−2.6% | Reduced |
| Jupiter Asset Management Ltd | 11,398 | $197.0K | 0.00% | −15,697−57.9% | Reduced |
| Legal & General Group Plc | 12,044 | $207.0K | 0.00% | +6,337+111.0% | Added |
| International Assets Investment Management, LLC | 12,026 | $208.0K | 0.04% | +1,667+16.1% | Added |
| MetLife Investment Management | 12,043 | $208.1K | 0.00% | +2,855+31.1% | Added |
| IndexIQ Advisors LLC | 12,299 | $213.0K | 0.01% | −533−4.2% | Reduced |
| Congress Park Capital LLC | 12,500 | $216.0K | 0.11% | +12,500 | New |
| Cambridge Investment Research Advisors, Inc. | 14,959 | $258.0K | 0.00% | +1,750+13.2% | Added |
| Bank of Montreal | 16,028 | $280.0K | 0.00% | +4,150+34.9% | Added |
| LPL Financial LLC | 16,264 | $281.0K | 0.00% | −6,705−29.2% | Reduced |
| Howard Financial Services, Ltd. | 16,927 | $292.0K | 0.11% | +305+1.8% | Added |
| State Board of Administration of Florida Retirement System | 16,929 | $293.0K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 17,143 | $296.0K | 0.00% | −1,081−5.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,300 | $316.0K | 0.00% | +18,300 | New |
| American International Group, Inc. | 18,642 | $322.0K | 0.00% | +1,605+9.4% | Added |
| Deutsche Bank AG | 19,689 | $341.0K | 0.00% | −15,453−44.0% | Reduced |
| Bank of America Corp | 20,175 | $349.0K | 0.00% | +2,571+14.6% | Added |
| Nisa Investment Advisors, LLC | 20,246 | $350.0K | 0.00% | −43,992−68.5% | Reduced |
| Price T Rowe Associates Inc | 21,033 | $363.0K | 0.00% | −2,167−9.3% | Reduced |
| All Season Financial Advisors, Inc. | 21,099 | $365.0K | 0.29% | +21,099 | New |
| UBS Asset Management Americas Inc | 22,932 | $396.3K | 0.00% | −11,838−34.0% | Reduced |
| Delphi Financial Group, Inc. | 23,303 | $403.0K | 0.12% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 24,410 | $422.0K | 0.00% | +37+0.2% | Added |
| Exchange Traded Concepts, LLC | 27,289 | $472.0K | 0.01% | +1,567+6.1% | Added |
| Cubist Systematic Strategies, LLC | 29,627 | $512.0K | 0.01% | +1,040+3.6% | Added |
| Campbell & CO Investment Adviser LLC | 29,716 | $513.0K | 0.17% | −3,900−11.6% | Reduced |
| Qube Research & Technologies Ltd | 35,299 | $610.0K | 0.01% | −18,358−34.2% | Reduced |
| Blueshift Asset Management, LLC | 36,551 | $632.0K | 0.04% | +3,045+9.1% | Added |
| Roosevelt Investment Group LLC | 38,235 | $661.0K | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 41,345 | $714.0K | 0.00% | +3,016+7.9% | Added |
| UBS Group AG | 41,558 | $718.0K | 0.00% | +9,040+27.8% | Added |
| Barclays PLC | 41,843 | $724.0K | 0.00% | +11,127+36.2% | Added |
| California State Teachers Retirement System | 43,273 | $748.0K | 0.00% | +1,367+3.3% | Added |
| Advisor Group Holdings, Inc. | 47,373 | $819.0K | 0.00% | +11,398+31.7% | Added |
| Tudor Investment Corp Et Al | 49,723 | $859.0K | 0.02% | −11,610−18.9% | Reduced |
| SG Americas Securities, LLC | 62,457 | $1.08M | 0.01% | +27,706+79.7% | Added |
| Victory Capital Management Inc | 68,000 | $1.18M | 0.00% | +3,000+4.6% | Added |
| Swiss National Bank | 68,233 | $1.18M | 0.00% | +1,300+1.9% | Added |
| Canada Pension Plan Investment Board | 69,000 | $1.19M | 0.00% | +28,000+68.3% | Added |
| Commonwealth Equity Services, LLC | 73,055 | $1.26M | 0.00% | −2,407−3.2% | Reduced |
| Family Management Corp | 74,922 | $1.29M | 0.36% | +32,708+77.5% | Added |
| Invesco Ltd. | 79,684 | $1.38M | 0.00% | +5,399+7.3% | Added |
| D. E. Shaw & Co., Inc. | 87,680 | $1.51M | 0.00% | −86,145−49.6% | Reduced |
| Ziegler Capital Management, LLC | 89,896 | $1.55M | 0.06% | +9,027+11.2% | Added |
| Millennium Management LLC | 91,873 | $1.59M | 0.00% | +91,873 | New |
| Prudential Financial Inc | 94,393 | $1.63M | 0.00% | −12,251−11.5% | Reduced |
| Winton Group Ltd | 95,332 | $1.65M | 0.09% | −28,357−22.9% | Reduced |
| APG Asset Management N.V. | 118,042 | $1.76M | 0.00% | +118,042 | New |
| Parametric Portfolio Associates LLC | 106,342 | $1.84M | 0.00% | −52,843−33.2% | Reduced |
| Citigroup Inc | 109,564 | $1.89M | 0.00% | +54,456+98.8% | Added |
| Citadel Advisors LLC | 112,342 | $1.94M | 0.00% | −105,079−48.3% | Reduced |
| Bank of New York Mellon Corp | 112,736 | $1.95M | 0.00% | +12,406+12.4% | Added |
| Nuveen Asset Management, LLC | 120,570 | $2.11M | 0.00% | −4,621−3.7% | Reduced |
| JPMorgan Chase & Co | 125,255 | $2.16M | 0.00% | −34,025−21.4% | Reduced |
| Allianz Asset Management GmbH | 132,764 | $2.29M | 0.00% | +47,387+55.5% | Added |
| Morgan Stanley | 191,423 | $3.31M | 0.00% | −60,868−24.1% | Reduced |
| Los Angeles Capital Management LLC | 210,681 | $3.64M | 0.02% | +57,520+37.6% | Added |
| Charles Schwab Investment Management Inc | 236,749 | $4.09M | 0.00% | +26,350+12.5% | Added |
| Credit Suisse AG | 247,182 | $4.27M | 0.00% | +39,924+19.3% | Added |
| Van Eck Associates Corp | 266,616 | $4.61M | 0.01% | +5,232+2.0% | Added |
| Centaurus Financial, Inc. | 284,121 | $4.91M | 0.41% | +13,620+5.0% | Added |
| Marshall Wace, LLP | 296,649 | $5.13M | 0.03% | −279,876−48.5% | Reduced |
| Northern Trust Corp | 352,516 | $6.09M | 0.00% | +22,608+6.9% | Added |
| Wells Fargo & Company | 447,576 | $7.73M | 0.00% | −50,000−10.0% | Reduced |