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Dynex Capital Inc

DX
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000826675

In the last 90 days, Dynex Capital Inc insiders filed 1 open-market purchase and 0 sales; 289 institutions reported holding it in 13F filings for Q2 2026, worth $1.47B in total; no superinvestor holds it.

Other share classesDX.PCDXPRV

13F holders, Q1 2024

Institutional positions in Dynex Capital Inc as of Mar 31, 2024. 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
129
+7 vs. Q4 2023
Shares held
29.5M
+7.08M (+31.6%) vs. Q4 2023
Total value
$367.0M
+$86.0M (+30.6%) vs. Q4 2023
New holders
26
43 more added
Sold out
19
31 more reduced

Compare with Q4 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 holdersQ1 2024: 129 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 heldQ1 2024: $367.0M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q4 2023.

Institutions holding DX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rothschild Investment LLC10$1250.00%+10New
Fortitude Family Office, LLC16$1990.00%00.0%Unchanged
Harbour Investments, Inc.30$3740.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC33$4110.00%−166−83.4%Reduced
Lindbrook Capital, LLC39$4860.00%+39New
GAMMA Investing LLC108$1.34K0.00%−23−17.6%Reduced
Fifth Third Bancorp142$1.77K0.00%00.0%Unchanged
Huntington National Bank246$3.06K0.00%+245+24,500.0%Added
HHM Wealth Advisors, LLC262$3.26K0.00%00.0%Unchanged
Principal Securities, Inc.300$3.73K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC390$4.88K0.00%00.0%Unchanged
CWM, LLC373$5.00K0.00%−140−27.3%Reduced
Russell Investments Group, Ltd.451$5.61K0.00%−3,799−89.4%Reduced
AdvisorNet Financial, Inc559$6.96K0.00%+17+3.1%Added
FNY Investment Advisers, LLC600$7.00K0.00%00.0%Unchanged
Meeder Asset Management Inc571$7.11K0.00%+571New
Tucker Asset Management LLC666$8.29K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)683$8.50K0.00%−7,695−91.8%Reduced
McIlrath & Eck, LLC827$10.3K0.00%00.0%Unchanged
Signaturefd, LLC830$10.3K0.00%+684+468.5%Added
Northwestern Mutual Wealth Management Co858$10.7K0.00%+26+3.1%Added
Raleigh Capital Management Inc.880$11.0K0.00%00.0%Unchanged
Parallel Advisors, LLC1,203$15.0K0.00%+415+52.7%Added
Gables Capital Management Inc.1,358$16.9K0.01%+1,358New
US Bancorp1,660$20.7K0.00%+1,130+213.2%Added
Quadrant Capital Group LLC1,701$21.2K0.00%+64+3.9%Added
Amalgamated Bank1,927$24.0K0.00%−2,892−60.0%Reduced
Metropolitan Life Insurance Co2,549$31.7K0.00%−594−18.9%Reduced
Westend Capital Management, LLC2,798$34.8K0.01%+2,798New
State of Wyoming3,239$40.3K0.01%+3,239New
Ameritas Investment Partners, Inc.5,330$66.4K0.00%00.0%Unchanged
Great West Life Assurance Co6,661$83.0K0.00%00.0%Unchanged
Royal Bank of Canada6,884$86.0K0.00%−23,073−77.0%Reduced
The PNC Financial Services Group, Inc.7,281$90.6K0.00%+1,254+20.8%Added
ProShare Advisors LLC10,148$126.3K0.00%+10,148New
STRS Ohio10,300$128.0K0.00%−700−6.4%Reduced
Founders Financial Alliance, LLC10,503$130.8K0.04%+10,503New
Farmers & Merchants Trust Co of Long Beach10,971$136.6K0.03%+173+1.6%Added
Raymond James & Associates11,694$145.6K0.00%+466+4.2%Added
Two Sigma Advisers, LP11,699$145.7K0.00%+11,699New
Ausdal Financial Partners, Inc.12,889$160.5K0.02%00.0%Unchanged
Schonfeld Strategic Advisors LLC12,900$160.6K0.00%+12,900New
Atria Wealth Solutions, Inc.13,170$165.7K0.00%+67+0.5%Added
Wealthspire Advisors, LLC13,999$174.3K0.00%00.0%Unchanged
Two Sigma Securities, LLC14,398$179.3K0.01%+14,398New
Kraft, Davis & Associates, LLC14,540$180.8K0.05%+14,540New
Evergreen Capital Management LLC14,746$185.5K0.01%+14,746New
Arizona State Retirement System15,567$193.8K0.00%+414+2.7%Added
RMB Capital Management, LLC15,689$195.3K0.00%00.0%Unchanged
Cetera Investment Advisers15,706$195.5K0.00%+15,706New
Valley Brook Capital Group8,250$202.9K0.16%+8,250New
Price T Rowe Associates Inc16,259$203.0K0.00%+2,134+15.1%Added
State Board of Administration of Florida Retirement System16,754$203.1K0.00%+1,330+8.6%Added
Kovack Advisors, Inc.16,978$211.4K0.03%+1,135+7.2%Added
Point72 Asset Management, L.P.17,200$214.1K0.00%+17,200New
Paul Damon & Associates, Inc.17,820$221.9K0.15%−1,154−6.1%Reduced
Voya Investment Management LLC17,842$222.1K0.00%−3,907−18.0%Reduced
Cambridge Advisors Inc.18,000$224.1K0.05%+1,000+5.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)18,613$231.7K0.00%00.0%Unchanged
Inceptionr LLC18,693$232.7K0.06%+18,693New
SG Americas Securities, LLC19,424$242.0K0.00%−12,712−39.6%Reduced
Manufacturers Life Insurance Company, The20,178$251.2K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.20,857$260.0K0.00%−327−1.5%Reduced
Howard Financial Services, Ltd.21,592$268.8K0.05%−417−1.9%Reduced
Nisa Investment Advisors, LLC23,663$299.2K0.00%00.0%Unchanged
Resources Investment Advisors, LLC.25,408$316.3K0.00%+783+3.2%Added
New York State Common Retirement Fund25,635$319.2K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA27,397$341.1K0.00%+12,307+81.6%Added
MetLife Investment Management27,821$346.4K0.00%00.0%Unchanged
American International Group, Inc.27,836$346.6K0.00%−238−0.8%Reduced
Deutsche Bank AG28,778$358.3K0.00%+4,081+16.5%Added
International Assets Investment Management, LLC31,486$387.6K0.04%−425−1.3%Reduced
Janus Henderson Group PLC32,154$400.2K0.00%+10.0%Added
UBS Asset Management Americas Inc35,492$441.9K0.00%00.0%Unchanged
Renaissance Technologies LLC35,900$447.0K0.00%−258,300−87.8%Reduced
Park Circle Co38,350$477.5K0.45%00.0%Unchanged
Wells Fargo & Company38,406$478.1K0.00%+2,219+6.1%Added
Allianz Asset Management GmbH40,890$509.1K0.00%00.0%Unchanged
Jane Street Group, LLC41,610$518.0K0.00%+3,111+8.1%Added
California State Teachers Retirement System56,587$704.5K0.00%−1,104−1.9%Reduced
Alliancebernstein L.P.56,973$709.3K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC57,135$711.0K0.00%+487+0.9%Added
Penserra Capital Management LLC58,390$726.0K0.01%+7,272+14.2%Added
Legal & General Group Plc63,799$794.3K0.00%00.0%Unchanged
State of Wisconsin Investment Board67,086$835.2K0.00%+67,086New
Lido Advisors, LLC67,140$844.6K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.70,271$874.9K0.00%+14,119+25.1%Added
LPL Financial LLC73,482$914.9K0.00%+11,804+19.1%Added
ExodusPoint Capital Management, LP75,283$937.0K0.01%+75,283New
Credit Suisse AG82,954$1.03M0.00%−15,163−15.5%Reduced
Goldman Sachs Group Inc85,187$1.06M0.00%−8,701−9.3%Reduced
Rhumbline Advisers90,460$1.13M0.00%−1,217−1.3%Reduced
Significant Wealth Partners LLC95,245$1.19M0.78%+95,245New
Barclays PLC97,016$1.21M0.00%+8,873+10.1%Added
Bank of America Corp97,799$1.22M0.00%+35,663+57.4%Added
Centiva Capital, LP100,000$1.25M0.07%+100,000New
Algert Global LLC101,830$1.27M0.05%+78,360+333.9%Added
Nuveen Asset Management, LLC108,321$1.35M0.00%00.0%Unchanged
Swiss National Bank111,833$1.39M0.00%+5,000+4.7%Added
D. E. Shaw & Co., Inc.145,728$1.81M0.00%+145,728New