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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
Covestor Ltd2$00.00%−123−98.4%Reduced
Clear Street Markets LLC18$00.00%+18New
Huntington National Bank1$120.00%00.0%Unchanged
Glassman Wealth Services11$1310.00%00.0%Unchanged
Harbour Investments, Inc.30$3580.00%−133−81.6%Reduced
Larson Financial Group LLC66$7880.00%+66New
CWM, LLC125$1.00K0.00%00.0%Unchanged
Fifth Third Bancorp142$1.70K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC199$2.38K0.00%00.0%Unchanged
Venturi Wealth Management, LLC233$2.78K0.00%+25+12.0%Added
HHM Wealth Advisors, LLC262$3.13K0.00%00.0%Unchanged
Signaturefd, LLC266$3.18K0.00%+266New
Archer Investment Corp404$4.82K0.00%00.0%Unchanged
AdvisorNet Financial, Inc523$6.24K0.00%+16+3.2%Added
FNY Investment Advisers, LLC600$7.00K0.00%00.0%Unchanged
Citigroup Inc631$7.54K0.00%−16,932−96.4%Reduced
Tucker Asset Management LLC666$7.95K0.00%+666New
US Bancorp670$8.00K0.00%00.0%Unchanged
Raleigh Capital Management Inc.780$9.31K0.00%+100+14.7%Added
Northwestern Mutual Wealth Management Co803$9.58K0.00%−305−27.5%Reduced
McIlrath & Eck, LLC827$9.87K0.00%00.0%Unchanged
Parallel Advisors, LLC1,410$16.8K0.00%+4+0.3%Added
Tradition Wealth Management, LLC2,000$24.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co3,143$37.5K0.00%+281+9.8%Added
Russell Investments Group, Ltd.4,227$50.5K0.00%−31,011−88.0%Reduced
Amalgamated Bank4,920$59.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.5,330$63.6K0.00%+1,093+25.8%Added
FMR LLC5,411$64.6K0.00%+4,196+345.3%Added
The PNC Financial Services Group, Inc.5,931$70.8K0.00%−819−12.1%Reduced
IFP Advisors, Inc6,265$74.8K0.00%00.0%Unchanged
Great West Life Assurance Co6,661$79.0K0.00%+5,025+307.2%Added
Tower Research Capital LLC (TRC)7,334$87.6K0.00%+5,957+432.6%Added
Farmers & Merchants Trust Co of Long Beach10,615$126.7K0.04%+155+1.5%Added
STRS Ohio11,000$131.0K0.00%00.0%Unchanged
SG Americas Securities, LLC11,039$132.0K0.00%+11,039New
PEAK6 Investments LLC11,418$136.3K0.01%+5,547+94.5%Added
Cetera Advisor Networks LLC11,698$139.7K0.00%+1,007+9.4%Added
Bridgefront Capital, LLC11,700$139.7K0.10%+11,700New
Raymond James & Associates12,193$145.6K0.00%−174−1.4%Reduced
Price T Rowe Associates Inc12,206$146.0K0.00%+1,585+14.9%Added
Quantamental Technologies LLC12,388$147.9K0.14%−247−2.0%Reduced
Atria Wealth Solutions, Inc.12,300$148.6K0.00%−800−6.1%Reduced
CI Private Wealth, LLC12,632$150.8K0.00%−23,030−64.6%Reduced
Ausdal Financial Partners, Inc.12,889$153.9K0.02%00.0%Unchanged
Wealthspire Advisors, LLC13,999$167.1K0.00%00.0%Unchanged
Kovack Advisors, Inc.14,173$169.2K0.02%−532−3.6%Reduced
Squarepoint Ops LLC14,311$170.9K0.00%+3,293+29.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)14,645$174.9K0.00%00.0%Unchanged
Credit Agricole S A15,000$179.1K0.01%+15,000New
Arizona State Retirement System15,407$184.0K0.00%+282+1.9%Added
State Board of Administration of Florida Retirement System15,424$184.2K0.00%+80+0.5%Added
RMB Capital Management, LLC15,689$187.3K0.01%00.0%Unchanged
Cambridge Advisors Inc.17,000$203.0K0.05%+400+2.4%Added
BNP Paribas Arbitrage, SA17,115$204.4K0.00%−5,571−24.6%Reduced
Resources Investment Advisors, LLC.17,125$204.5K0.00%+2,500+17.1%Added
AlphaMark Advisors, LLC17,313$207.0K0.09%00.0%Unchanged
Marshall Wace, LLP17,481$208.7K0.00%+17,481New
New York State Common Retirement Fund17,707$211.4K0.00%+18+0.1%Added
Jane Street Group, LLC19,575$233.7K0.00%−15,291−43.9%Reduced
Cambridge Investment Research Advisors, Inc.20,047$239.0K0.00%+231+1.2%Added
Nomura Holdings Inc20,100$240.0K0.00%+20,100New
Manufacturers Life Insurance Company, The20,178$240.9K0.00%00.0%Unchanged
Howard Financial Services, Ltd.20,392$243.5K0.06%+529+2.7%Added
Voya Investment Management LLC21,361$255.1K0.00%+552+2.7%Added
Delphi Financial Group, Inc.23,303$278.2K0.13%00.0%Unchanged
Deutsche Bank AG25,328$302.4K0.00%+3,752+17.4%Added
International Assets Investment Management, LLC27,725$320.5K0.04%−148−0.5%Reduced
American International Group, Inc.26,970$322.0K0.00%+958+3.7%Added
MetLife Investment Management27,821$332.2K0.00%00.0%Unchanged
Atom Investors LP28,465$339.9K0.08%+15,080+112.7%Added
UBS Asset Management Americas Inc28,558$341.0K0.00%−10,005−25.9%Reduced
Royal Bank of Canada29,230$349.0K0.00%+13,763+89.0%Added
Nisa Investment Advisors, LLC29,595$353.4K0.00%+5,310+21.9%Added
Wells Fargo & Company29,880$356.8K0.00%−8,623−22.4%Reduced
Janus Henderson Group PLC32,184$384.1K0.00%+30.0%Added
Two Sigma Investments, LP33,401$398.8K0.00%+23,101+224.3%Added
ExodusPoint Capital Management, LP39,864$476.0K0.01%−38,950−49.4%Reduced
Allianz Asset Management GmbH40,890$488.2K0.00%−2,809−6.4%Reduced
Paul Damon & Associates, Inc.41,819$499.3K0.33%+475+1.1%Added
Penserra Capital Management LLC43,320$517.0K0.01%+5,459+14.4%Added
Graham Capital Management, L.P.53,994$644.7K0.02%+53,994New
LPL Financial LLC54,137$646.4K0.00%+56+0.1%Added
Advisor Group Holdings, Inc.54,686$652.9K0.00%+13,466+32.7%Added
Gsa Capital Partners LLP55,134$658.0K0.06%+1,005+1.9%Added
Alliancebernstein L.P.56,973$680.3K0.00%00.0%Unchanged
California State Teachers Retirement System59,737$713.3K0.00%−5,624−8.6%Reduced
Commonwealth Equity Services, LLC61,776$738.0K0.00%+130.0%Added
Legal & General Group Plc63,799$761.8K0.00%+17,983+39.3%Added
Claybrook Capital, LLC67,140$801.7K0.46%00.0%Unchanged
Bank of America Corp68,244$814.8K0.00%−31,834−31.8%Reduced
State of Wisconsin Investment Board73,681$879.8K0.00%+20,225+37.8%Added
Rhumbline Advisers88,913$1.06M0.00%+1,726+2.0%Added
Barclays PLC88,941$1.06M0.00%+68,464+334.3%Added
Credit Suisse AG95,469$1.14M0.00%−2,738−2.8%Reduced
Nuveen Asset Management, LLC101,694$1.21M0.00%−67,165−39.8%Reduced
CenterBook Partners LP107,909$1.29M0.16%+43,953+68.7%Added
UBS Group AG114,969$1.37M0.00%+2,471+2.2%Added
FJ Capital Management LLC115,699$1.38M0.16%+115,699New
Swiss National Bank118,933$1.42M0.00%+1,700+1.5%Added
Tudor Investment Corp Et Al133,858$1.60M0.02%−1,915−1.4%Reduced