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, Q2 2024
Institutional positions in Dynex Capital Inc as of Jun 30, 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
- 147
- +19 vs. Q1 2024
- Shares held
- 38.0M
- +8.55M (+29.1%) vs. Q1 2024
- Total value
- $452.8M
- +$86.8M (+23.7%) vs. Q1 2024
- New holders
- 36
- 66 more added
- Sold out
- 17
- 27 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 16 | $191 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $227 | 0.00% | +19 | New |
| Voisard Asset Management Group, Inc. | 25 | $299 | 0.00% | +25 | New |
| Harbour Investments, Inc. | 30 | $358 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $358 | 0.00% | +20+200.0% | Added |
| Plante Moran Financial Advisors, LLC | 33 | $394 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 35 | $432 | 0.00% | +35 | New |
| Huntington National Bank | 46 | $549 | 0.00% | −200−81.3% | Reduced |
| Lindbrook Capital, LLC | 65 | $776 | 0.00% | +26+66.7% | Added |
| GAMMA Investing LLC | 104 | $1.24K | 0.00% | −4−3.7% | Reduced |
| Fifth Third Bancorp | 142 | $1.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 150 | $1.76K | 0.00% | +150 | New |
| Householder Group Estate & Retirement Specialist, LLC | 277 | $3.00K | 0.00% | +277 | New |
| HHM Wealth Advisors, LLC | 262 | $3.13K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 268 | $3.20K | 0.00% | +268 | New |
| Principal Securities, Inc. | 300 | $3.58K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 321 | $3.83K | 0.00% | +321 | New |
| CWM, LLC | 412 | $5.00K | 0.00% | +39+10.5% | Added |
| Russell Investments Group, Ltd. | 446 | $5.33K | 0.00% | −5−1.1% | Reduced |
| Global Retirement Partners, LLC | 500 | $5.97K | 0.00% | +500 | New |
| Signaturefd, LLC | 543 | $6.48K | 0.00% | −287−34.6% | Reduced |
| AdvisorNet Financial, Inc | 577 | $6.89K | 0.00% | +18+3.2% | Added |
| Optiver Holding B.V. | 780 | $9.31K | 0.00% | +780 | New |
| Signature Resources Capital Management, LLC | 790 | $9.43K | 0.01% | +400+102.6% | Added |
| McIlrath & Eck, LLC | 827 | $9.87K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 886 | $10.6K | 0.00% | +28+3.3% | Added |
| Ashton Thomas Private Wealth, LLC | 900 | $10.7K | 0.00% | +900 | New |
| Parallel Advisors, LLC | 951 | $11.4K | 0.00% | −252−20.9% | Reduced |
| Raleigh Capital Management Inc. | 1,050 | $12.5K | 0.01% | +170+19.3% | Added |
| TD Waterhouse Canada Inc. | 1,367 | $16.0K | 0.00% | +1,367 | New |
| Gables Capital Management Inc. | 1,358 | $16.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,701 | $20.3K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,927 | $23.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,385 | $28.5K | 0.00% | +725+43.7% | Added |
| The PNC Financial Services Group, Inc. | 2,387 | $28.5K | 0.00% | −4,894−67.2% | Reduced |
| Westend Capital Management, LLC | 2,487 | $29.1K | 0.01% | −311−11.1% | Reduced |
| State of Wyoming | 3,417 | $40.8K | 0.01% | +178+5.5% | Added |
| PEAK6 Investments LLC | 4,092 | $48.9K | 0.00% | +4,092 | New |
| Ameritas Investment Partners, Inc. | 6,259 | $74.7K | 0.00% | +929+17.4% | Added |
| Great West Life Assurance Co | 6,661 | $80.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,800 | $81.2K | 0.00% | +6,800 | New |
| Tower Research Capital LLC (TRC) | 7,131 | $85.1K | 0.00% | +6,448+944.1% | Added |
| Squarepoint Ops LLC | 10,735 | $128.2K | 0.00% | +10,735 | New |
| Farmers & Merchants Trust Co of Long Beach | 11,148 | $133.1K | 0.03% | +177+1.6% | Added |
| Paul Damon & Associates, Inc. | 11,263 | $134.5K | 0.09% | −6,557−36.8% | Reduced |
| Gladstone Institutional Advisory LLC | 11,480 | $137.1K | 0.01% | +11,480 | New |
| SG Americas Securities, LLC | 11,790 | $141.0K | 0.00% | −7,634−39.3% | Reduced |
| STRS Ohio | 11,900 | $142.1K | 0.00% | +1,600+15.5% | Added |
| Graham Capital Management, L.P. | 12,639 | $150.9K | 0.01% | +12,639 | New |
| Ausdal Financial Partners, Inc. | 12,889 | $153.9K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,999 | $167.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,119 | $168.6K | 0.00% | −1,587−10.1% | Reduced |
| State Board of Administration of Florida Retirement System | 15,424 | $184.2K | 0.00% | −1,330−7.9% | Reduced |
| Atria Wealth Solutions, Inc. | 15,942 | $192.4K | 0.00% | +2,772+21.0% | Added |
| Founders Financial Alliance, LLC | 16,275 | $194.3K | 0.06% | +5,772+55.0% | Added |
| BNP Paribas Arbitrage, SA | 16,363 | $195.4K | 0.00% | −11,034−40.3% | Reduced |
| Arizona State Retirement System | 16,389 | $195.7K | 0.00% | +822+5.3% | Added |
| 1492 Capital Management LLC | 16,458 | $196.5K | 0.11% | +16,458 | New |
| Gsa Capital Partners LLP | 16,474 | $197.0K | 0.01% | +16,474 | New |
| Citigroup Inc | 16,796 | $200.5K | 0.00% | −188,820−91.8% | Reduced |
| Cambridge Advisors Inc. | 17,000 | $203.0K | 0.05% | −1,000−5.6% | Reduced |
| Kovack Advisors, Inc. | 17,101 | $204.2K | 0.02% | +123+0.7% | Added |
| Kraft, Davis & Associates, LLC | 17,865 | $217.8K | 0.07% | +3,325+22.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,613 | $222.2K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 20,344 | $243.0K | 0.00% | +4,085+25.1% | Added |
| Voya Investment Management LLC | 20,950 | $250.1K | 0.00% | +3,108+17.4% | Added |
| Wolverine Asset Management LLC | 21,808 | $260.4K | 0.00% | +21,808 | New |
| Howard Financial Services, Ltd. | 22,202 | $265.1K | 0.04% | +610+2.8% | Added |
| Barclays PLC | 23,453 | $280.0K | 0.00% | −73,563−75.8% | Reduced |
| Manufacturers Life Insurance Company, The | 23,859 | $284.9K | 0.00% | +3,681+18.2% | Added |
| Envestnet Asset Management Inc | 24,301 | $290.2K | 0.00% | +24,301 | New |
| New York State Common Retirement Fund | 25,642 | $306.2K | 0.00% | +70.0% | Added |
| Resources Investment Advisors, LLC. | 26,202 | $312.9K | 0.00% | +794+3.1% | Added |
| Inceptionr LLC | 27,300 | $326.0K | 0.09% | +8,607+46.0% | Added |
| Deutsche Bank AG | 27,739 | $331.2K | 0.00% | −1,039−3.6% | Reduced |
| Alpine Global Management, LLC | 27,768 | $331.6K | 0.06% | +27,768 | New |
| Susquehanna International Group, LLP | 30,229 | $360.9K | 0.00% | +30,229 | New |
| Janus Henderson Group PLC | 31,868 | $380.3K | 0.00% | −286−0.9% | Reduced |
| International Assets Investment Management, LLC | 32,458 | $387.5K | 0.04% | +972+3.1% | Added |
| Corebridge Financial, Inc. | 34,373 | $410.4K | 0.00% | +34,373 | New |
| Mirabella Financial Services LLP | 35,322 | $421.7K | 0.03% | +35,322 | New |
| MetLife Investment Management | 36,948 | $441.2K | 0.00% | +9,127+32.8% | Added |
| Park Circle Co | 38,350 | $457.9K | 0.45% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 38,930 | $464.8K | 0.01% | +23,241+148.1% | Added |
| Nisa Investment Advisors, LLC | 38,663 | $466.7K | 0.00% | +15,000+63.4% | Added |
| Greenland Capital Management LP | 40,000 | $477.6K | 0.10% | +40,000 | New |
| Allianz Asset Management GmbH | 40,890 | $488.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 47,830 | $571.1K | 0.00% | +9,424+24.5% | Added |
| Lido Advisors, LLC | 52,140 | $629.3K | 0.01% | −15,000−22.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 52,728 | $629.6K | 0.03% | +52,728 | New |
| Jennison Associates LLC | 53,379 | $637.3K | 0.00% | +53,379 | New |
| Commonwealth Equity Services, LLC | 56,522 | $675.0K | 0.00% | −613−1.1% | Reduced |
| Alliancebernstein L.P. | 56,973 | $680.3K | 0.00% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 61,533 | $734.7K | 0.26% | +61,533 | New |
| UBS Asset Management Americas Inc | 62,289 | $743.7K | 0.00% | +26,797+75.5% | Added |
| Penserra Capital Management LLC | 65,201 | $778.0K | 0.01% | +6,811+11.7% | Added |
| Advisor Group Holdings, Inc. | 68,459 | $817.4K | 0.00% | −1,812−2.6% | Reduced |
| Legal & General Group Plc | 69,614 | $831.2K | 0.00% | +5,815+9.1% | Added |
| California State Teachers Retirement System | 72,599 | $866.8K | 0.00% | +16,012+28.3% | Added |
| Two Sigma Advisers, LP | 74,999 | $895.5K | 0.00% | +63,300+541.1% | Added |