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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, Q4 2023

Institutional positions in Dynex Capital Inc as of Dec 31, 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
122
−3 vs. Q3 2023
Shares held
22.4M
−3.12M (−12.2%) vs. Q3 2023
Total value
$281.0M
−$24.2M (−7.9%) vs. Q3 2023
New holders
17
49 more added
Sold out
20
29 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 122 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 heldQ4 2023: $281.0M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q3 2023.

Institutions holding DX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.5,132,117$64.3M0.00%+432,384+9.2%Added
Vanguard Group Inc3,001,048$37.6M0.00%+82,388+2.8%Added
Victory Capital Management Inc1,624,319$20.3M0.02%+43,862+2.8%Added
State Street Corp1,281,705$16.2M0.00%+108,702+9.3%Added
Geode Capital Management, LLC1,218,276$15.3M0.00%+112,927+10.2%Added
Mirae Asset Global Investments Co., Ltd.1,127,014$14.1M0.03%+516,898+84.7%Added
Invesco Ltd.1,035,767$13.0M0.00%+47,196+4.8%Added
Citadel Advisors LLC984,558$12.3M0.01%+383,115+63.7%Added
Morgan Stanley569,019$7.12M0.00%+87,267+18.1%Added
Northern Trust Corp514,323$6.44M0.00%+18,995+3.8%Added
Peregrine Capital Management LLC505,388$6.33M0.19%−166,796−24.8%Reduced
Charles Schwab Investment Management Inc440,437$5.51M0.00%+23,000+5.5%Added
Van Eck Associates Corp404,037$5.06M0.01%+24,210+6.4%Added
JPMorgan Chase & Co327,923$4.11M0.00%−126,091−27.8%Reduced
Centaurus Financial, Inc.316,740$3.97M0.30%−22,889−6.7%Reduced
Renaissance Technologies LLC294,200$3.68M0.01%+90,700+44.6%Added
State of New Jersey Common Pension Fund D223,239$2.79M0.01%+30,164+15.6%Added
AXS Investments LLC186,558$2.34M0.56%−43,406−18.9%Reduced
Bank of New York Mellon Corp183,024$2.29M0.00%−6,000−3.2%Reduced
AlphaCentric Advisors LLC181,492$2.27M1.53%00.0%Unchanged
SEI Investments Co178,635$2.24M0.00%−8,395−4.5%Reduced
UBS Group AG167,947$2.10M0.00%+52,978+46.1%Added
Tudor Investment Corp Et Al141,570$1.77M0.02%+7,712+5.8%Added
Nuveen Asset Management, LLC108,321$1.36M0.00%+6,627+6.5%Added
Swiss National Bank106,833$1.34M0.00%−12,100−10.2%Reduced
Credit Suisse AG98,117$1.23M0.00%+2,648+2.8%Added
Goldman Sachs Group Inc93,888$1.18M0.00%−141,993−60.2%Reduced
Rhumbline Advisers91,677$1.15M0.00%+2,764+3.1%Added
Millennium Management LLC89,399$1.12M0.00%−1,808,637−95.3%Reduced
Barclays PLC88,143$1.10M0.00%−798−0.9%Reduced
Jump Financial, LLC72,100$902.7K0.03%+72,100New
Lido Advisors, LLC67,140$849.3K0.01%+67,140New
Legal & General Group Plc63,799$798.8K0.00%00.0%Unchanged
Bank of America Corp62,136$777.9K0.00%−6,108−9.0%Reduced
LPL Financial LLC61,678$772.2K0.00%+7,541+13.9%Added
California State Teachers Retirement System57,691$722.3K0.00%−2,046−3.4%Reduced
Alliancebernstein L.P.56,973$713.3K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC56,648$709.0K0.00%−5,128−8.3%Reduced
Advisor Group Holdings, Inc.56,152$703.0K0.00%+1,466+2.7%Added
Penserra Capital Management LLC51,118$639.0K0.01%+7,798+18.0%Added
Quantbot Technologies LP45,921$574.9K0.03%+45,921New
Allianz Asset Management GmbH40,890$511.9K0.00%00.0%Unchanged
Jane Street Group, LLC38,499$482.0K0.00%+18,924+96.7%Added
Park Circle Co38,350$480.1K0.46%+38,350New
CenterBook Partners LP37,918$474.7K0.06%−69,991−64.9%Reduced
Wells Fargo & Company36,187$453.1K0.00%+6,307+21.1%Added
UBS Asset Management Americas Inc35,492$444.4K0.00%+6,934+24.3%Added
Verition Fund Management LLC35,142$440.0K0.00%+35,142New
Susquehanna International Group, LLP32,431$406.0K0.00%+32,431New
Janus Henderson Group PLC32,153$402.4K0.00%−31−0.1%Reduced
SG Americas Securities, LLC32,136$402.0K0.00%+21,097+191.1%Added
International Assets Investment Management, LLC31,911$399.5K0.05%+4,186+15.1%Added
Royal Bank of Canada29,957$376.0K0.00%+727+2.5%Added
American International Group, Inc.28,074$351.5K0.00%+1,104+4.1%Added
MetLife Investment Management27,821$348.3K0.00%00.0%Unchanged
New York State Common Retirement Fund25,635$320.9K0.00%+7,928+44.8%Added
Deutsche Bank AG24,697$309.2K0.00%−631−2.5%Reduced
Resources Investment Advisors, LLC.24,625$308.3K0.01%+7,500+43.8%Added
Nisa Investment Advisors, LLC23,663$296.3K0.00%−5,932−20.0%Reduced
Algert Global LLC23,470$293.8K0.01%+23,470New
Howard Financial Services, Ltd.22,009$275.5K0.05%+1,617+7.9%Added
Voya Investment Management LLC21,749$272.3K0.00%+388+1.8%Added
Cambridge Investment Research Advisors, Inc.21,184$265.0K0.00%+1,137+5.7%Added
Manufacturers Life Insurance Company, The20,178$252.6K0.00%00.0%Unchanged
Paul Damon & Associates, Inc.18,974$237.6K0.17%−22,845−54.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)18,613$233.0K0.00%+3,968+27.1%Added
AlphaMark Advisors, LLC17,313$217.0K0.08%00.0%Unchanged
Cambridge Advisors Inc.17,000$212.8K0.05%00.0%Unchanged
XTX Topco Ltd16,778$210.1K0.05%+16,778New
Bridgefront Capital, LLC16,438$205.8K0.16%+4,738+40.5%Added
Kovack Advisors, Inc.15,843$198.3K0.02%+1,670+11.8%Added
RMB Capital Management, LLC15,689$196.4K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System15,424$193.1K0.00%00.0%Unchanged
Arizona State Retirement System15,153$189.7K0.00%−254−1.6%Reduced
BNP Paribas Arbitrage, SA15,090$188.9K0.00%−2,025−11.8%Reduced
Price T Rowe Associates Inc14,125$177.0K0.00%+1,919+15.7%Added
Wealthspire Advisors, LLC13,999$175.3K0.00%00.0%Unchanged
Atria Wealth Solutions, Inc.13,103$165.7K0.00%+803+6.5%Added
Ausdal Financial Partners, Inc.12,889$161.4K0.02%00.0%Unchanged
Cetera Advisor Networks LLC12,279$153.7K0.00%+581+5.0%Added
Simplex Trading, LLC11,469$143.0K0.00%+11,469New
Graham Capital Management, L.P.11,319$141.7K0.00%−42,675−79.0%Reduced
Raymond James & Associates11,228$140.6K0.00%−965−7.9%Reduced
STRS Ohio11,000$137.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach10,798$135.2K0.04%+183+1.7%Added
CI Private Wealth, LLC10,269$128.6K0.00%−2,363−18.7%Reduced
Citigroup Inc9,106$114.0K0.00%+8,475+1,343.1%Added
Tower Research Capital LLC (TRC)8,378$104.9K0.00%+1,044+14.2%Added
Great West Life Assurance Co6,661$83.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.6,027$75.5K0.00%+96+1.6%Added
Ameritas Investment Partners, Inc.5,330$66.7K0.00%00.0%Unchanged
Amalgamated Bank4,819$60.0K0.00%−101−2.1%Reduced
Russell Investments Group, Ltd.4,250$53.2K0.00%+23+0.5%Added
Metropolitan Life Insurance Co3,143$39.4K0.00%00.0%Unchanged
FMR LLC2,683$33.6K0.00%−2,728−50.4%Reduced
O'Dell Group, LLC2,000$25.0K0.01%+2,000New
Tradition Wealth Management, LLC2,000$25.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC1,637$20.5K0.00%+1,637New
Raleigh Capital Management Inc.880$11.0K0.01%+100+12.8%Added
Northwestern Mutual Wealth Management Co832$10.4K0.00%+29+3.6%Added