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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Huntington National Bank | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $138 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $200 | 0.00% | +16 | New |
| Harbour Investments, Inc. | 30 | $376 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 69 | $864 | 0.00% | +69 | New |
| GAMMA Investing LLC | 131 | $1.60K | 0.00% | +131 | New |
| Fifth Third Bancorp | 142 | $1.78K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 146 | $1.83K | 0.00% | −120−45.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 199 | $2.49K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 262 | $3.28K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 300 | $3.76K | 0.00% | +300 | New |
| Signature Resources Capital Management, LLC | 390 | $4.88K | 0.00% | +390 | New |
| FSC Wealth Advisors, LLC | 400 | $5.01K | 0.00% | +400 | New |
| Archer Investment Corp | 404 | $5.06K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 513 | $6.00K | 0.00% | +388+310.4% | Added |
| US Bancorp | 530 | $6.64K | 0.00% | −140−20.9% | Reduced |
| AdvisorNet Financial, Inc | 542 | $6.78K | 0.00% | +19+3.6% | Added |
| FNY Investment Advisers, LLC | 600 | $7.00K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 666 | $8.34K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 788 | $9.86K | 0.00% | −622−44.1% | Reduced |
| McIlrath & Eck, LLC | 827 | $10.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 832 | $10.4K | 0.00% | +29+3.6% | Added |
| Raleigh Capital Management Inc. | 880 | $11.0K | 0.01% | +100+12.8% | Added |
| Quadrant Capital Group LLC | 1,637 | $20.5K | 0.00% | +1,637 | New |
| Tradition Wealth Management, LLC | 2,000 | $25.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,000 | $25.0K | 0.01% | +2,000 | New |
| FMR LLC | 2,683 | $33.6K | 0.00% | −2,728−50.4% | Reduced |
| Metropolitan Life Insurance Co | 3,143 | $39.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,250 | $53.2K | 0.00% | +23+0.5% | Added |
| Amalgamated Bank | 4,819 | $60.0K | 0.00% | −101−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,330 | $66.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,027 | $75.5K | 0.00% | +96+1.6% | Added |
| Great West Life Assurance Co | 6,661 | $83.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,378 | $104.9K | 0.00% | +1,044+14.2% | Added |
| Citigroup Inc | 9,106 | $114.0K | 0.00% | +8,475+1,343.1% | Added |
| CI Private Wealth, LLC | 10,269 | $128.6K | 0.00% | −2,363−18.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 10,798 | $135.2K | 0.04% | +183+1.7% | Added |
| STRS Ohio | 11,000 | $137.0K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 11,228 | $140.6K | 0.00% | −965−7.9% | Reduced |
| Graham Capital Management, L.P. | 11,319 | $141.7K | 0.00% | −42,675−79.0% | Reduced |
| Simplex Trading, LLC | 11,469 | $143.0K | 0.00% | +11,469 | New |
| Cetera Advisor Networks LLC | 12,279 | $153.7K | 0.00% | +581+5.0% | Added |
| Ausdal Financial Partners, Inc. | 12,889 | $161.4K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,103 | $165.7K | 0.00% | +803+6.5% | Added |
| Wealthspire Advisors, LLC | 13,999 | $175.3K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 14,125 | $177.0K | 0.00% | +1,919+15.7% | Added |
| BNP Paribas Arbitrage, SA | 15,090 | $188.9K | 0.00% | −2,025−11.8% | Reduced |
| Arizona State Retirement System | 15,153 | $189.7K | 0.00% | −254−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 15,424 | $193.1K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 15,689 | $196.4K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,843 | $198.3K | 0.02% | +1,670+11.8% | Added |
| Bridgefront Capital, LLC | 16,438 | $205.8K | 0.16% | +4,738+40.5% | Added |
| XTX Topco Ltd | 16,778 | $210.1K | 0.05% | +16,778 | New |
| Cambridge Advisors Inc. | 17,000 | $212.8K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17,313 | $217.0K | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,613 | $233.0K | 0.00% | +3,968+27.1% | Added |
| Paul Damon & Associates, Inc. | 18,974 | $237.6K | 0.17% | −22,845−54.6% | Reduced |
| Manufacturers Life Insurance Company, The | 20,178 | $252.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,184 | $265.0K | 0.00% | +1,137+5.7% | Added |
| Voya Investment Management LLC | 21,749 | $272.3K | 0.00% | +388+1.8% | Added |
| Howard Financial Services, Ltd. | 22,009 | $275.5K | 0.05% | +1,617+7.9% | Added |
| Algert Global LLC | 23,470 | $293.8K | 0.01% | +23,470 | New |
| Nisa Investment Advisors, LLC | 23,663 | $296.3K | 0.00% | −5,932−20.0% | Reduced |
| Resources Investment Advisors, LLC. | 24,625 | $308.3K | 0.01% | +7,500+43.8% | Added |
| Deutsche Bank AG | 24,697 | $309.2K | 0.00% | −631−2.5% | Reduced |
| New York State Common Retirement Fund | 25,635 | $320.9K | 0.00% | +7,928+44.8% | Added |
| MetLife Investment Management | 27,821 | $348.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 28,074 | $351.5K | 0.00% | +1,104+4.1% | Added |
| Royal Bank of Canada | 29,957 | $376.0K | 0.00% | +727+2.5% | Added |
| International Assets Investment Management, LLC | 31,911 | $399.5K | 0.05% | +4,186+15.1% | Added |
| SG Americas Securities, LLC | 32,136 | $402.0K | 0.00% | +21,097+191.1% | Added |
| Janus Henderson Group PLC | 32,153 | $402.4K | 0.00% | −31−0.1% | Reduced |
| Susquehanna International Group, LLP | 32,431 | $406.0K | 0.00% | +32,431 | New |
| Verition Fund Management LLC | 35,142 | $440.0K | 0.00% | +35,142 | New |
| UBS Asset Management Americas Inc | 35,492 | $444.4K | 0.00% | +6,934+24.3% | Added |
| Wells Fargo & Company | 36,187 | $453.1K | 0.00% | +6,307+21.1% | Added |
| CenterBook Partners LP | 37,918 | $474.7K | 0.06% | −69,991−64.9% | Reduced |
| Park Circle Co | 38,350 | $480.1K | 0.46% | +38,350 | New |
| Jane Street Group, LLC | 38,499 | $482.0K | 0.00% | +18,924+96.7% | Added |
| Allianz Asset Management GmbH | 40,890 | $511.9K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 45,921 | $574.9K | 0.03% | +45,921 | New |
| Penserra Capital Management LLC | 51,118 | $639.0K | 0.01% | +7,798+18.0% | Added |
| Advisor Group Holdings, Inc. | 56,152 | $703.0K | 0.00% | +1,466+2.7% | Added |
| Commonwealth Equity Services, LLC | 56,648 | $709.0K | 0.00% | −5,128−8.3% | Reduced |
| Alliancebernstein L.P. | 56,973 | $713.3K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 57,691 | $722.3K | 0.00% | −2,046−3.4% | Reduced |
| LPL Financial LLC | 61,678 | $772.2K | 0.00% | +7,541+13.9% | Added |
| Bank of America Corp | 62,136 | $777.9K | 0.00% | −6,108−9.0% | Reduced |
| Legal & General Group Plc | 63,799 | $798.8K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 67,140 | $849.3K | 0.01% | +67,140 | New |
| Jump Financial, LLC | 72,100 | $902.7K | 0.03% | +72,100 | New |
| Barclays PLC | 88,143 | $1.10M | 0.00% | −798−0.9% | Reduced |
| Millennium Management LLC | 89,399 | $1.12M | 0.00% | −1,808,637−95.3% | Reduced |
| Rhumbline Advisers | 91,677 | $1.15M | 0.00% | +2,764+3.1% | Added |
| Goldman Sachs Group Inc | 93,888 | $1.18M | 0.00% | −141,993−60.2% | Reduced |
| Credit Suisse AG | 98,117 | $1.23M | 0.00% | +2,648+2.8% | Added |
| Swiss National Bank | 106,833 | $1.34M | 0.00% | −12,100−10.2% | Reduced |
| Nuveen Asset Management, LLC | 108,321 | $1.36M | 0.00% | +6,627+6.5% | Added |
| Tudor Investment Corp Et Al | 141,570 | $1.77M | 0.02% | +7,712+5.8% | Added |