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 2024
Institutional positions in Dynex Capital Inc as of Dec 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
- 182
- +19 vs. Q3 2024
- Shares held
- 39.5M
- +1.17M (+3.0%) vs. Q3 2024
- Total value
- $499.8M
- +$15.9M (+3.3%) vs. Q3 2024
- New holders
- 44
- 73 more added
- Sold out
- 25
- 41 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $25 | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 16 | $202 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $380 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $417 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 56 | $716 | 0.00% | +56 | New |
| Rothschild Investment LLC | 60 | $759 | 0.00% | −10−14.3% | Reduced |
| GWM Advisors LLC | 100 | $1.26K | 0.00% | +100 | New |
| Fiduciary Advisors, Inc. | 136 | $1.72K | 0.00% | +136 | New |
| Fifth Third Bancorp | 142 | $1.80K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 152 | $1.92K | 0.00% | +152 | New |
| Venturi Wealth Management, LLC | 164 | $2.08K | 0.00% | −157−48.9% | Reduced |
| Danske Bank A/S | 200 | $2.53K | 0.00% | −1,100−84.6% | Reduced |
| Lee Danner & Bass Inc | 200 | $2.53K | 0.00% | +200 | New |
| GeoWealth Management, LLC | 209 | $2.65K | 0.00% | −111−34.7% | Reduced |
| Massmutual Trust Co FSB | 232 | $2.94K | 0.00% | +134+136.7% | Added |
| Huntington National Bank | 244 | $3.09K | 0.00% | +243+24,300.0% | Added |
| Decker Retirement Planning Inc. | 250 | $3.16K | 0.00% | +250 | New |
| SRS Capital Advisors, Inc. | 268 | $3.39K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 274 | $3.46K | 0.00% | +124+82.7% | Added |
| Red Tortoise LLC | 343 | $4.34K | 0.00% | +343 | New |
| Principal Securities, Inc. | 370 | $4.68K | 0.00% | +70+23.3% | Added |
| Allworth Financial LP | 397 | $5.07K | 0.00% | +369+1,317.9% | Added |
| Continuum Advisory, LLC | 402 | $5.08K | 0.00% | +217+117.3% | Added |
| GAMMA Investing LLC | 410 | $5.19K | 0.00% | +195+90.7% | Added |
| Quest Partners LLC | 416 | $5.26K | 0.00% | −197,638−99.8% | Reduced |
| Smartleaf Asset Management LLC | 440 | $5.51K | 0.00% | +273+163.5% | Added |
| Global Retirement Partners, LLC | 500 | $6.33K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 569 | $7.20K | 0.00% | +569 | New |
| AdvisorNet Financial, Inc | 615 | $7.78K | 0.00% | +19+3.2% | Added |
| Transce3nd, LLC | 656 | $8.30K | 0.00% | +656 | New |
| Synergy Financial Management, LLC | 700 | $8.93K | 0.00% | +700 | New |
| Geneos Wealth Management Inc. | 715 | $9.04K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 729 | $9.22K | 0.00% | +194+36.3% | Added |
| Signature Resources Capital Management, LLC | 790 | $9.99K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 867 | $11.0K | 0.00% | +867 | New |
| CWM, LLC | 848 | $11.0K | 0.00% | +669+373.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 874 | $11.1K | 0.00% | +874 | New |
| Crewe Advisors LLC | 883 | $11.2K | 0.00% | +883 | New |
| Northwestern Mutual Wealth Management Co | 945 | $11.9K | 0.00% | −2,063−68.6% | Reduced |
| Meeder Asset Management Inc | 990 | $12.5K | 0.00% | +990 | New |
| Parallel Advisors, LLC | 1,053 | $13.3K | 0.00% | +10+1.0% | Added |
| McIlrath & Eck, LLC | 1,082 | $13.7K | 0.00% | +4+0.4% | Added |
| Raleigh Capital Management Inc. | 1,150 | $14.5K | 0.01% | +100+9.5% | Added |
| Quadrant Capital Group LLC | 1,495 | $18.9K | 0.00% | −206−12.1% | Reduced |
| Amalgamated Bank | 1,927 | $24.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,134 | $27.0K | 0.01% | +2,134 | New |
| Signaturefd, LLC | 2,204 | $27.9K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,300 | $29.1K | 0.00% | +2,016+709.9% | Added |
| Sterling Capital Management LLC | 2,488 | $31.5K | 0.00% | +2,223+838.9% | Added |
| Westend Capital Management, LLC | 3,406 | $43.1K | 0.01% | +919+37.0% | Added |
| New Age Alpha Advisors, LLC | 3,411 | $43.1K | 0.00% | +3,411 | New |
| The PNC Financial Services Group, Inc. | 3,642 | $46.1K | 0.00% | +1,700+87.5% | Added |
| US Bancorp | 3,796 | $48.0K | 0.00% | +3,227+567.1% | Added |
| Russell Investments Group, Ltd. | 4,071 | $51.5K | 0.00% | +729+21.8% | Added |
| Great West Life Assurance Co | 6,661 | $84.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,204 | $91.1K | 0.00% | +5,901+452.9% | Added |
| Ameritas Investment Partners, Inc. | 7,536 | $95.3K | 0.00% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 10,500 | $132.8K | 0.08% | +10,500 | New |
| Farmers & Merchants Trust Co of Long Beach | 11,514 | $145.7K | 0.04% | +186+1.6% | Added |
| Firethorn Wealth Partners, LLC | 11,689 | $147.9K | 0.07% | +11,689 | New |
| Allspring Global Investments Holdings, LLC | 12,300 | $155.6K | 0.00% | +5,500+80.9% | Added |
| Weaver Consulting Group | 12,357 | $156.3K | 0.05% | +12,357 | New |
| Ausdal Financial Partners, Inc. | 12,689 | $160.5K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,037 | $164.9K | 0.00% | −962−6.9% | Reduced |
| KLP Kapitalforvaltning AS | 13,700 | $173.3K | 0.00% | +13,700 | New |
| Gladstone Institutional Advisory LLC | 13,896 | $175.8K | 0.01% | −1,659−10.7% | Reduced |
| Mariner, LLC | 13,989 | $177.0K | 0.00% | −963−6.4% | Reduced |
| Fox Run Management, L.L.C. | 14,837 | $187.7K | 0.03% | +14,837 | New |
| STRS Ohio | 14,900 | $188.5K | 0.00% | +1,000+7.2% | Added |
| Atria Wealth Solutions, Inc. | 15,007 | $189.8K | 0.00% | +137+0.9% | Added |
| ClearAlpha Technologies LP | 15,400 | $194.8K | 0.17% | −7,859−33.8% | Reduced |
| State Board of Administration of Florida Retirement System | 15,424 | $195.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,670 | $198.2K | 0.00% | +1,918+13.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,782 | $199.6K | 0.00% | +15,782 | New |
| PDS Planning, Inc | 15,822 | $200.1K | 0.02% | +1,536+10.8% | Added |
| Allianz Asset Management GmbH | 15,890 | $201.0K | 0.00% | −25,000−61.1% | Reduced |
| Wolverine Trading, LLC | 17,034 | $213.3K | 0.00% | +17,034 | New |
| Walleye Capital LLC | 17,135 | $216.8K | 0.00% | +5,001+41.2% | Added |
| Longboard Asset Management, LP | 17,390 | $220.0K | 0.58% | +17,390 | New |
| Jane Street Group, LLC | 17,845 | $225.7K | 0.00% | −19,931−52.8% | Reduced |
| Cambridge Advisors Inc. | 18,400 | $232.8K | 0.05% | +1,300+7.6% | Added |
| Brevan Howard Capital Management LP | 18,931 | $239.5K | 0.01% | +18,931 | New |
| Squarepoint Ops LLC | 19,263 | $243.7K | 0.00% | +9,178+91.0% | Added |
| Voya Investment Management LLC | 19,541 | $247.2K | 0.00% | −1,596−7.6% | Reduced |
| Kovack Advisors, Inc. | 19,585 | $247.7K | 0.02% | +2,043+11.6% | Added |
| Polymer Capital Management (US) LLC | 19,606 | $248.0K | 0.08% | +19,606 | New |
| Sherbrooke Park Advisers LLC | 20,170 | $255.2K | 0.08% | −4,224−17.3% | Reduced |
| Founders Financial Alliance, LLC | 21,195 | $268.1K | 0.07% | +950+4.7% | Added |
| State of Wyoming | 21,594 | $273.2K | 0.03% | +8,617+66.4% | Added |
| Arizona State Retirement System | 21,682 | $274.3K | 0.00% | +171+0.8% | Added |
| ProShare Advisors LLC | 22,239 | $281.3K | 0.00% | +8,181+58.2% | Added |
| Virtu Financial LLC | 22,499 | $285.0K | 0.02% | +22,499 | New |
| CI Private Wealth, LLC | 23,639 | $299.0K | 0.00% | −4,264−15.3% | Reduced |
| VSM Wealth Advisory, LLC | 23,816 | $301.3K | 0.11% | +23,816 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24,975 | $315.9K | 0.00% | +6,362+34.2% | Added |
| Manufacturers Life Insurance Company, The | 25,474 | $322.2K | 0.00% | −335−1.3% | Reduced |
| 1492 Capital Management LLC | 25,593 | $323.8K | 0.15% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 26,280 | $332.4K | 0.00% | −250−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 26,935 | $340.7K | 0.00% | 00.0% | Unchanged |