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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 2024

Institutional positions in Dynex Capital Inc as of Sep 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
164
+18 vs. Q2 2024
Shares held
38.6M
+7.18M (+22.9%) vs. Q2 2024
Total value
$486.9M
+$112.7M (+30.1%) vs. Q2 2024
New holders
36
65 more added
Sold out
18
34 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 164 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 2024: $486.9M
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 2024

Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q2 2024.

Institutions holding DX in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd8$00.00%+8New
Huntington National Bank1$130.00%−45−97.8%Reduced
Fortitude Family Office, LLC16$2040.00%00.0%Unchanged
Capital Performance Advisors LLP19$2420.00%+19New
Allworth Financial LP28$3580.00%−7−20.0%Reduced
Harbour Investments, Inc.30$3830.00%00.0%Unchanged
Lindbrook Capital, LLC32$4080.00%−33−50.8%Reduced
Plante Moran Financial Advisors, LLC33$4210.00%00.0%Unchanged
Rothschild Investment LLC70$8930.00%+40+133.3%Added
Massmutual Trust Co FSB98$1.25K0.00%+79+415.8%Added
Fifth Third Bancorp142$1.81K0.00%00.0%Unchanged
Farther Finance Advisors, LLC150$1.91K0.00%00.0%Unchanged
CWM, LLC179$2.00K0.00%−233−56.6%Reduced
FNY Investment Advisers, LLC200$2.00K0.00%+200New
Smartleaf Asset Management LLC167$2.11K0.00%+167New
Continuum Advisory, LLC185$2.29K0.00%+185New
GAMMA Investing LLC215$2.74K0.00%+111+106.7%Added
Householder Group Estate & Retirement Specialist, LLC277$3.00K0.00%00.0%Unchanged
Sterling Capital Management LLC265$3.38K0.00%+265New
SRS Capital Advisors, Inc.268$3.42K0.00%00.0%Unchanged
Group One Trading, L.P.284$3.62K0.00%+284New
Principal Securities, Inc.300$3.83K0.00%00.0%Unchanged
GeoWealth Management, LLC320$4.08K0.00%+320New
Venturi Wealth Management, LLC321$4.10K0.00%00.0%Unchanged
Global Retirement Partners, LLC500$6.38K0.00%00.0%Unchanged
Optiver Holding B.V.535$6.83K0.00%−245−31.4%Reduced
Jaffetilchin Investment Partners, LLC550$7.02K0.00%+550New
US Bancorp569$7.26K0.00%−1,816−76.1%Reduced
AdvisorNet Financial, Inc596$7.60K0.00%+19+3.3%Added
Geneos Wealth Management Inc.715$9.12K0.00%+715New
Signature Resources Capital Management, LLC790$10.1K0.01%00.0%Unchanged
Parallel Advisors, LLC1,043$13.3K0.00%+92+9.7%Added
Raleigh Capital Management Inc.1,050$13.4K0.01%00.0%Unchanged
McIlrath & Eck, LLC1,078$13.8K0.00%+251+30.4%Added
Danske Bank A/S1,300$16.6K0.00%+1,300New
Tower Research Capital LLC (TRC)1,303$16.6K0.00%−5,828−81.7%Reduced
Gables Capital Management Inc.1,358$17.3K0.01%00.0%Unchanged
Quadrant Capital Group LLC1,701$21.7K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.1,942$24.8K0.00%−445−18.6%Reduced
Amalgamated Bank1,927$25.0K0.00%00.0%Unchanged
Signaturefd, LLC2,204$28.1K0.00%+1,661+305.9%Added
Westend Capital Management, LLC2,487$31.7K0.01%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,008$38.4K0.00%+2,122+239.5%Added
Russell Investments Group, Ltd.3,342$42.6K0.00%+2,896+649.3%Added
Great West Life Assurance Co6,661$85.0K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC6,800$86.8K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.7,536$96.2K0.00%+1,277+20.4%Added
Marex Group plc10,000$127.6K0.00%+10,000New
Squarepoint Ops LLC10,085$128.7K0.00%−650−6.1%Reduced
Hilton Capital Management, LLC11,140$142.1K0.01%+11,140New
Paul Damon & Associates, Inc.11,327$144.5K0.09%+64+0.6%Added
Farmers & Merchants Trust Co of Long Beach11,328$144.5K0.04%+180+1.6%Added
Walleye Capital LLC12,134$154.8K0.00%+12,134New
Ausdal Financial Partners, Inc.12,689$161.9K0.02%−200−1.6%Reduced
State of Wyoming12,977$165.6K0.02%+9,560+279.8%Added
Creative Planning13,752$175.5K0.00%+13,752New
STRS Ohio13,900$177.4K0.00%+2,000+16.8%Added
Wealthspire Advisors, LLC13,999$178.6K0.00%00.0%Unchanged
ProShare Advisors LLC14,058$179.4K0.00%+14,058New
PDS Planning, Inc14,286$182.3K0.02%+14,286New
Mariner, LLC14,952$190.8K0.00%+14,952New
Atria Wealth Solutions, Inc.14,870$191.7K0.00%−1,072−6.7%Reduced
State Board of Administration of Florida Retirement System15,424$196.8K0.00%00.0%Unchanged
Gladstone Institutional Advisory LLC15,555$198.5K0.01%+4,075+35.5%Added
Graham Capital Management, L.P.15,821$201.9K0.01%+3,182+25.2%Added
Intech Investment Management LLC16,508$210.6K0.00%+16,508New
Cambridge Advisors Inc.17,100$218.2K0.05%+100+0.6%Added
Kraft, Davis & Associates, LLC17,865$221.1K0.07%00.0%Unchanged
Kovack Advisors, Inc.17,542$223.8K0.02%+441+2.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)18,613$237.5K0.00%00.0%Unchanged
Founders Financial Alliance, LLC20,245$258.3K0.07%+3,970+24.4%Added
Voya Investment Management LLC21,137$269.7K0.00%+187+0.9%Added
Tudor Investment Corp Et Al21,303$271.8K0.00%−238,270−91.8%Reduced
Arizona State Retirement System21,511$274.5K0.00%+5,122+31.3%Added
ClearAlpha Technologies LP23,259$296.8K0.13%+23,259New
Envestnet Asset Management Inc23,498$299.8K0.00%−803−3.3%Reduced
Sherbrooke Park Advisers LLC24,394$311.3K0.07%+24,394New
Price T Rowe Associates Inc24,557$314.0K0.00%+4,213+20.7%Added
Centiva Capital, LP25,124$320.6K0.01%+25,124New
Jump Financial, LLC25,543$325.9K0.01%+25,543New
SG Americas Securities, LLC25,576$326.0K0.00%+13,786+116.9%Added
1492 Capital Management LLC25,593$326.6K0.16%+9,135+55.5%Added
Manufacturers Life Insurance Company, The25,809$329.3K0.00%+1,950+8.2%Added
Resources Investment Advisors, LLC.26,530$338.5K0.00%+328+1.3%Added
Nisa Investment Advisors, LLC26,935$349.1K0.00%−11,728−30.3%Reduced
CI Private Wealth, LLC27,903$356.0K0.00%+27,903New
Janus Henderson Group PLC31,868$406.8K0.00%00.0%Unchanged
Two Sigma Advisers, LP32,299$412.1K0.00%−42,700−56.9%Reduced
Deutsche Bank AG36,269$462.8K0.00%+8,530+30.8%Added
Entropy Technologies, LP36,817$469.8K0.05%+36,817New
Jane Street Group, LLC37,776$482.0K0.00%−49,088−56.5%Reduced
Park Circle Co38,350$489.3K0.44%00.0%Unchanged
Corebridge Financial, Inc.39,778$507.6K0.00%+5,405+15.7%Added
Schonfeld Strategic Advisors LLC40,200$513.0K0.00%−775,148−95.1%Reduced
BNP Paribas Arbitrage, SA40,502$516.8K0.00%+24,139+147.5%Added
Allianz Asset Management GmbH40,890$521.8K0.00%00.0%Unchanged
MetLife Investment Management42,357$540.5K0.00%+5,409+14.6%Added
RMB Capital Management, LLC47,330$603.9K0.01%+8,400+21.6%Added
Nebula Research & Development LLC48,842$623.2K0.07%−37,599−43.5%Reduced
Legato Capital Management LLC51,534$657.6K0.08%+51,534New