Skip to main content

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 2023

Institutional positions in Dynex Capital Inc as of Sep 30, 2023. 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
127
−4 vs. Q2 2023
Shares held
25.6M
+626.6K (+2.5%) vs. Q2 2023
Total value
$306.1M
−$8.79M (−2.8%) vs. Q2 2023
New holders
12
56 more added
Sold out
16
34 more reduced

Compare with Q2 2023: 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.

Institutional holdersQ3 2023: 127 institutions
Q1 2021: 120 institutionsQ2 2021: 114 institutionsQ3 2021: 108 institutionsQ4 2021: 107 institutionsQ1 2022: 114 institutionsQ2 2022: 135 institutionsQ3 2022: 132 institutionsQ4 2022: 134 institutionsQ1 2023: 133 institutionsQ2 2023: 131 institutionsQ3 2023: 127 institutionsQ4 2023: 122 institutionsQ1 2024: 129 institutionsQ2 2024: 147 institutionsQ3 2024: 164 institutionsQ4 2024: 182 institutionsQ1 2025: 203 institutionsQ2 2025: 201 institutionsQ3 2025: 212 institutionsQ4 2025: 263 institutionsQ1 2026: 268 institutionsQ2 2026: 289 institutions
Value heldQ3 2023: $306.1M
Q1 2021: $282.6MQ2 2021: $301.1MQ3 2021: $252.5MQ4 2021: $241.7MQ1 2022: $229.8MQ2 2022: $269.1MQ3 2022: $220.8MQ4 2022: $296.6MQ1 2023: $286.5MQ2 2023: $314.9MQ3 2023: $306.1MQ4 2023: $281.0MQ1 2024: $367.0MQ2 2024: $452.8MQ3 2024: $486.9MQ4 2024: $499.8MQ1 2025: $635.0MQ2 2025: $632.3MQ3 2025: $757.7MQ4 2025: $990.4MQ1 2026: $1.14BQ2 2026: $1.47B
Institutions holding DX and their total value by quarter
QuarterHoldersValue
Q2 2026289$1.47B
Q1 2026268$1.14B
Q4 2025263$990.4M
Q3 2025212$757.7M
Q2 2025201$632.3M
Q1 2025203$635.0M
Q4 2024182$499.8M
Q3 2024164$486.9M
Q2 2024147$452.8M
Q1 2024129$367.0M
Q4 2023122$281.0M
Q3 2023127$306.1M
Q2 2023131$314.9M
Q1 2023133$286.5M
Q4 2022134$296.6M
Q3 2022132$220.8M
Q2 2022135$269.1M
Q1 2022114$229.8M
Q4 2021107$241.7M
Q3 2021108$252.5M
Q2 2021114$301.1M
Q1 2021120$282.6M

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q2 2023.

Institutions holding DX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.4,699,733$56.1M0.00%−65,844−1.4%Reduced
Vanguard Group Inc2,918,660$34.8M0.00%+34,429+1.2%Added
Millennium Management LLC1,898,036$22.7M0.02%+861,450+83.1%Added
Balyasny Asset Management LLC1,817,452$21.7M0.06%+115,650+6.8%Added
Victory Capital Management Inc1,580,457$18.9M0.02%+98,990+6.7%Added
State Street Corp1,173,003$14.2M0.00%+53,747+4.8%Added
Geode Capital Management, LLC1,105,349$13.2M0.00%+33,863+3.2%Added
Invesco Ltd.988,571$11.8M0.00%−49,320−4.8%Reduced
Peregrine Capital Management LLC672,184$8.03M0.24%−28,857−4.1%Reduced
Mirae Asset Global Investments Co., Ltd.610,116$7.28M0.02%+13,079+2.2%Added
Citadel Advisors LLC601,443$7.18M0.01%−312,148−34.2%Reduced
Intrinsic Edge Capital Management LLC600,000$7.16M0.88%00.0%Unchanged
Northern Trust Corp495,328$5.91M0.00%+532+0.1%Added
Morgan Stanley481,752$5.75M0.00%+195,369+68.2%Added
JPMorgan Chase & Co454,014$5.42M0.00%−142,177−23.8%Reduced
Charles Schwab Investment Management Inc417,437$4.98M0.00%+13,968+3.5%Added
Van Eck Associates Corp379,827$4.54M0.01%−2,073−0.5%Reduced
Centaurus Financial, Inc.339,629$4.05M0.35%−9,599−2.7%Reduced
Goldman Sachs Group Inc235,881$2.82M0.00%+112,446+91.1%Added
AXS Investments LLC229,964$2.75M0.71%+229,964New
Renaissance Technologies LLC203,500$2.43M0.00%−205,900−50.3%Reduced
State of New Jersey Common Pension Fund D193,075$2.31M0.01%−20,077−9.4%Reduced
Bank of New York Mellon Corp189,024$2.26M0.00%+7,054+3.9%Added
SEI Investments Co187,030$2.23M0.00%−3,805−2.0%Reduced
AlphaCentric Advisors LLC181,492$2.17M1.23%+28,000+18.2%Added
Dark Forest Capital Management LP148,682$1.78M0.15%+77,320+108.3%Added
Wolverine Asset Management LLC136,017$1.62M0.03%−256,276−65.3%Reduced
Tudor Investment Corp Et Al133,858$1.60M0.02%−1,915−1.4%Reduced
Swiss National Bank118,933$1.42M0.00%+1,700+1.5%Added
FJ Capital Management LLC115,699$1.38M0.16%+115,699New
UBS Group AG114,969$1.37M0.00%+2,471+2.2%Added
CenterBook Partners LP107,909$1.29M0.16%+43,953+68.7%Added
Nuveen Asset Management, LLC101,694$1.21M0.00%−67,165−39.8%Reduced
Credit Suisse AG95,469$1.14M0.00%−2,738−2.8%Reduced
Barclays PLC88,941$1.06M0.00%+68,464+334.3%Added
Rhumbline Advisers88,913$1.06M0.00%+1,726+2.0%Added
State of Wisconsin Investment Board73,681$879.8K0.00%+20,225+37.8%Added
Bank of America Corp68,244$814.8K0.00%−31,834−31.8%Reduced
Claybrook Capital, LLC67,140$801.7K0.46%00.0%Unchanged
Legal & General Group Plc63,799$761.8K0.00%+17,983+39.3%Added
Commonwealth Equity Services, LLC61,776$738.0K0.00%+130.0%Added
California State Teachers Retirement System59,737$713.3K0.00%−5,624−8.6%Reduced
Alliancebernstein L.P.56,973$680.3K0.00%00.0%Unchanged
Gsa Capital Partners LLP55,134$658.0K0.06%+1,005+1.9%Added
Advisor Group Holdings, Inc.54,686$652.9K0.00%+13,466+32.7%Added
LPL Financial LLC54,137$646.4K0.00%+56+0.1%Added
Graham Capital Management, L.P.53,994$644.7K0.02%+53,994New
Penserra Capital Management LLC43,320$517.0K0.01%+5,459+14.4%Added
Paul Damon & Associates, Inc.41,819$499.3K0.33%+475+1.1%Added
Allianz Asset Management GmbH40,890$488.2K0.00%−2,809−6.4%Reduced
ExodusPoint Capital Management, LP39,864$476.0K0.01%−38,950−49.4%Reduced
Two Sigma Investments, LP33,401$398.8K0.00%+23,101+224.3%Added
Janus Henderson Group PLC32,184$384.1K0.00%+30.0%Added
Wells Fargo & Company29,880$356.8K0.00%−8,623−22.4%Reduced
Nisa Investment Advisors, LLC29,595$353.4K0.00%+5,310+21.9%Added
Royal Bank of Canada29,230$349.0K0.00%+13,763+89.0%Added
UBS Asset Management Americas Inc28,558$341.0K0.00%−10,005−25.9%Reduced
Atom Investors LP28,465$339.9K0.08%+15,080+112.7%Added
MetLife Investment Management27,821$332.2K0.00%00.0%Unchanged
American International Group, Inc.26,970$322.0K0.00%+958+3.7%Added
International Assets Investment Management, LLC27,725$320.5K0.04%−148−0.5%Reduced
Deutsche Bank AG25,328$302.4K0.00%+3,752+17.4%Added
Delphi Financial Group, Inc.23,303$278.2K0.13%00.0%Unchanged
Voya Investment Management LLC21,361$255.1K0.00%+552+2.7%Added
Howard Financial Services, Ltd.20,392$243.5K0.06%+529+2.7%Added
Manufacturers Life Insurance Company, The20,178$240.9K0.00%00.0%Unchanged
Nomura Holdings Inc20,100$240.0K0.00%+20,100New
Cambridge Investment Research Advisors, Inc.20,047$239.0K0.00%+231+1.2%Added
Jane Street Group, LLC19,575$233.7K0.00%−15,291−43.9%Reduced
New York State Common Retirement Fund17,707$211.4K0.00%+18+0.1%Added
Marshall Wace, LLP17,481$208.7K0.00%+17,481New
AlphaMark Advisors, LLC17,313$207.0K0.09%00.0%Unchanged
Resources Investment Advisors, LLC.17,125$204.5K0.00%+2,500+17.1%Added
BNP Paribas Arbitrage, SA17,115$204.4K0.00%−5,571−24.6%Reduced
Cambridge Advisors Inc.17,000$203.0K0.05%+400+2.4%Added
RMB Capital Management, LLC15,689$187.3K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System15,424$184.2K0.00%+80+0.5%Added
Arizona State Retirement System15,407$184.0K0.00%+282+1.9%Added
Credit Agricole S A15,000$179.1K0.01%+15,000New
Zurcher Kantonalbank (Zurich Cantonalbank)14,645$174.9K0.00%00.0%Unchanged
Squarepoint Ops LLC14,311$170.9K0.00%+3,293+29.9%Added
Kovack Advisors, Inc.14,173$169.2K0.02%−532−3.6%Reduced
Wealthspire Advisors, LLC13,999$167.1K0.00%00.0%Unchanged
Ausdal Financial Partners, Inc.12,889$153.9K0.02%00.0%Unchanged
CI Private Wealth, LLC12,632$150.8K0.00%−23,030−64.6%Reduced
Atria Wealth Solutions, Inc.12,300$148.6K0.00%−800−6.1%Reduced
Quantamental Technologies LLC12,388$147.9K0.14%−247−2.0%Reduced
Price T Rowe Associates Inc12,206$146.0K0.00%+1,585+14.9%Added
Raymond James & Associates12,193$145.6K0.00%−174−1.4%Reduced
Bridgefront Capital, LLC11,700$139.7K0.10%+11,700New
Cetera Advisor Networks LLC11,698$139.7K0.00%+1,007+9.4%Added
PEAK6 Investments LLC11,418$136.3K0.01%+5,547+94.5%Added
SG Americas Securities, LLC11,039$132.0K0.00%+11,039New
STRS Ohio11,000$131.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach10,615$126.7K0.04%+155+1.5%Added
Tower Research Capital LLC (TRC)7,334$87.6K0.00%+5,957+432.6%Added
Great West Life Assurance Co6,661$79.0K0.00%+5,025+307.2%Added
IFP Advisors, Inc6,265$74.8K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.5,931$70.8K0.00%−819−12.1%Reduced
FMR LLC5,411$64.6K0.00%+4,196+345.3%Added