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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.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
Lido Advisors, LLC52,140$665.3K0.00%00.0%Unchanged
Commonwealth Equity Services, LLC52,933$675.0K0.00%−3,589−6.3%Reduced
Wells Fargo & Company53,580$683.7K0.00%+5,750+12.0%Added
Citigroup Inc54,413$694.3K0.00%+37,617+224.0%Added
Advisor Group Holdings, Inc.61,635$786.5K0.00%−6,824−10.0%Reduced
Engineers Gate Manager LP64,569$823.9K0.02%+64,569New
Alliancebernstein L.P.69,173$882.6K0.00%+12,200+21.4%Added
California State Teachers Retirement System70,644$901.4K0.00%−1,955−2.7%Reduced
Legal & General Group Plc70,833$903.8K0.00%+1,219+1.8%Added
Systematic Financial Management LP71,624$913.9K0.02%+71,624New
FJ Capital Management LLC73,507$937.9K0.10%+73,507New
PVG Asset Management Corp73,880$942.7K3.79%−2,593−3.4%Reduced
Prevail Innovative Wealth Advisors, LLC79,466$1.01M0.31%+17,933+29.1%Added
Penserra Capital Management LLC80,081$1.02M0.02%+14,880+22.8%Added
New York State Common Retirement Fund80,442$1.03M0.00%+54,800+213.7%Added
LPL Financial LLC80,970$1.03M0.00%+815+1.0%Added
UBS Asset Management Americas Inc105,044$1.34M0.00%+42,755+68.6%Added
Rhumbline Advisers105,498$1.35M0.00%+2,632+2.6%Added
State of Wisconsin Investment Board115,228$1.47M0.00%00.0%Unchanged
Nuveen Asset Management, LLC127,205$1.62M0.00%+9,236+7.8%Added
AXS Investments LLC141,384$1.80M0.48%−8,035−5.4%Reduced
Swiss National Bank146,933$1.87M0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.162,403$2.07M0.00%−19,301−10.6%Reduced
Algebris (UK) Ltd190,947$2.19M0.92%−84,037−30.6%Reduced
Bank of New York Mellon Corp180,319$2.30M0.00%−37,801−17.3%Reduced
Cambridge Investment Research Advisors, Inc.181,099$2.31M0.01%+61,308+51.2%Added
AlphaCentric Advisors LLC181,492$2.32M1.72%00.0%Unchanged
TrueMark Investments, LLC188,002$2.40M0.77%+83,194+79.4%Added
UBS Group AG195,402$2.49M0.00%+18,325+10.3%Added
ExodusPoint Capital Management, LP195,969$2.50M0.03%+118,991+154.6%Added
Quest Partners LLC198,054$2.53M0.22%+198,054New
Barclays PLC218,853$2.79M0.00%+195,400+833.2%Added
Wolverine Asset Management LLC225,302$2.87M0.05%+203,494+933.1%Added
Raymond James Financial Services Advisors, Inc.234,775$3.00M0.00%+234,775New
SEI Investments Co257,159$3.28M0.00%+57,266+28.6%Added
Clayton Partners LLC259,054$3.31M2.38%+149,128+135.7%Added
Bank of America Corp287,659$3.67M0.00%−362,316−55.7%Reduced
Centaurus Financial, Inc.294,392$3.76M0.24%−4,294−1.4%Reduced
Citadel Advisors LLC385,705$4.92M0.01%−1,087,005−73.8%Reduced
JPMorgan Chase & Co390,100$4.98M0.00%+190,626+95.6%Added
Nicholas Investment Partners, LP396,445$5.06M0.46%+396,445New
CenterBook Partners LP426,402$5.44M0.33%+81,159+23.5%Added
Goldman Sachs Group Inc456,271$5.82M0.00%−424,903−48.2%Reduced
Qube Research & Technologies Ltd458,818$5.85M0.01%+458,818New
Peregrine Capital Management LLC472,641$6.03M0.18%−79,619−14.4%Reduced
Renaissance Technologies LLC490,900$6.26M0.01%+358,900+271.9%Added
Royal Bank of Canada520,938$6.65M0.00%−21,854−4.0%Reduced
Charles Schwab Investment Management Inc610,120$7.79M0.00%+101,948+20.1%Added
Northern Trust Corp626,328$7.99M0.00%+124,799+24.9%Added
Morgan Stanley701,746$8.95M0.00%+132,609+23.3%Added
Ameriprise Financial Inc706,708$9.02M0.00%+706,708New
Van Eck Associates Corp724,876$9.13M0.01%+5,725+0.8%Added
Mesirow Institutional Investment Management, Inc.820,923$10.5M0.80%+820,923New
Invesco Ltd.1,161,272$14.8M0.00%+48,268+4.3%Added
Mirae Asset Global ETFs Holdings Ltd.1,345,611$17.2M0.04%+22,159+1.7%Added
FMR LLC1,351,914$17.3M0.00%+83,919+6.6%Added
Balyasny Asset Management LLC1,390,662$17.7M0.05%−1,376,564−49.7%Reduced
State Street Corp1,550,115$20.0M0.00%+44,302+2.9%Added
Geode Capital Management, LLC1,701,740$21.7M0.00%+253,660+17.5%Added
Millennium Management LLC1,741,994$22.2M0.02%−833,854−32.4%Reduced
Victory Capital Management Inc2,092,808$26.7M0.03%+136,776+7.0%Added
Vanguard Group Inc4,056,602$51.8M0.00%+133,820+3.4%Added
BlackRock, Inc.6,977,655$89.0M0.00%+6,977,655New
International Assets Investment Management, LLC406,532––+374,074+1,152.5%Added
EMG Holdings, L.P.0$00.00%−396,832−100.0%Sold out
State of New Jersey Common Pension Fund D0$00.00%−150,963−100.0%Sold out
Jennison Associates LLC0$00.00%−53,379−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−52,728−100.0%Sold out
Greenland Capital Management LP0$00.00%−40,000−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−35,322−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−30,229−100.0%Sold out
Alpine Global Management, LLC0$00.00%−27,768−100.0%Sold out
Inceptionr LLC0$00.00%−27,300−100.0%Sold out
Howard Financial Services, Ltd.0$00.00%−22,202−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−16,474−100.0%Sold out
Cetera Investment Advisers0$00.00%−14,119−100.0%Sold out
PEAK6 Investments LLC0$00.00%−4,092−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−1,367−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−900−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−262−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−25−100.0%Sold out
Strategic Financial Concepts, LLC0$00.00%−52,546−100.0%Sold out
BlackRock Inc.––––Not filed