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, Q1 2025
Institutional positions in Dynex Capital Inc as of Mar 31, 2025. 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
- 203
- +25 vs. Q4 2024
- Shares held
- 48.8M
- +10.5M (+27.4%) vs. Q4 2024
- Total value
- $635.0M
- +$150.6M (+31.1%) vs. Q4 2024
- New holders
- 57
- 83 more added
- Sold out
- 32
- 42 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 16 | $208 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $339 | 0.00% | +26 | New |
| Harbour Investments, Inc. | 30 | $391 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $430 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $521 | 0.00% | +40 | New |
| Lindbrook Capital, LLC | 72 | $937 | 0.00% | +72 | New |
| Bessemer Group Inc | 88 | $1.00K | 0.00% | +88 | New |
| Boston Private Wealth LLC | 99 | $1.29K | 0.00% | +99 | New |
| GWM Advisors LLC | 100 | $1.30K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 130 | $1.69K | 0.00% | +70+116.7% | Added |
| Fiduciary Advisors, Inc. | 136 | $1.77K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 142 | $1.85K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 145 | $1.89K | 0.00% | +145 | New |
| Lord & Richards Wealth Management, LLC | 147 | $1.91K | 0.00% | +147 | New |
| Decker Retirement Planning Inc. | 150 | $1.95K | 0.00% | −100−40.0% | Reduced |
| Federated Hermes, Inc. | 192 | $2.50K | 0.00% | +192 | New |
| Red Tortoise LLC | 200 | $2.60K | 0.00% | −143−41.7% | Reduced |
| Danske Bank A/S | 200 | $2.60K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 229 | $2.98K | 0.00% | −15−6.1% | Reduced |
| Allworth Financial LP | 278 | $3.33K | 0.00% | −119−30.0% | Reduced |
| Massmutual Trust Co FSB | 311 | $4.05K | 0.00% | +79+34.1% | Added |
| Versant Capital Management, Inc | 346 | $4.50K | 0.00% | +346 | New |
| Coldstream Capital Management Inc | 354 | $4.61K | 0.00% | +354 | New |
| Principal Securities, Inc. | 370 | $4.68K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 431 | $5.61K | 0.00% | −138−24.3% | Reduced |
| Smartleaf Asset Management LLC | 460 | $6.00K | 0.00% | +20+4.5% | Added |
| IFP Advisors, Inc | 634 | $8.26K | 0.00% | +634 | New |
| AdvisorNet Financial, Inc | 636 | $8.29K | 0.00% | +21+3.4% | Added |
| Geneos Wealth Management Inc. | 715 | $9.31K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 790 | $10.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 908 | $11.8K | 0.00% | −145−13.8% | Reduced |
| Rise Advisors, LLC | 915 | $11.9K | 0.01% | +915 | New |
| Northwestern Mutual Wealth Management Co | 977 | $12.7K | 0.00% | +32+3.4% | Added |
| McIlrath & Eck, LLC | 1,082 | $14.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,191 | $15.5K | 0.00% | +781+190.5% | Added |
| Aster Capital Management (DIFC) Ltd | 1,138 | $16.0K | 0.00% | +1,138 | New |
| Sterling Capital Management LLC | 1,452 | $18.9K | 0.00% | −1,036−41.6% | Reduced |
| USA Financial Portformulas Corp | 1,463 | $19.0K | 0.00% | +1,463 | New |
| Quadrant Capital Group LLC | 1,697 | $22.1K | 0.00% | +202+13.5% | Added |
| Signaturefd, LLC | 2,058 | $26.8K | 0.00% | −146−6.6% | Reduced |
| Aventura Private Wealth, LLC | 2,134 | $27.8K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 2,900 | $38.0K | 0.00% | +973+50.5% | Added |
| CWM, LLC | 3,154 | $41.0K | 0.00% | +2,306+271.9% | Added |
| The PNC Financial Services Group, Inc. | 3,584 | $46.7K | 0.00% | −58−1.6% | Reduced |
| Westend Capital Management, LLC | 3,685 | $48.0K | 0.02% | +279+8.2% | Added |
| Optiver Holding B.V. | 4,587 | $59.7K | 0.00% | +3,858+529.2% | Added |
| US Bancorp | 5,134 | $66.8K | 0.00% | +1,338+35.2% | Added |
| Group One Trading, L.P. | 5,544 | $72.2K | 0.00% | +3,244+141.0% | Added |
| Russell Investments Group, Ltd. | 7,721 | $100.5K | 0.00% | +3,650+89.7% | Added |
| Simplex Trading, LLC | 8,369 | $108.0K | 0.00% | +8,369 | New |
| Ameritas Investment Partners, Inc. | 8,511 | $110.8K | 0.00% | +975+12.9% | Added |
| Kestra Advisory Services, LLC | 11,470 | $149.3K | 0.00% | +11,470 | New |
| FORA Capital, LLC | 11,504 | $149.8K | 0.02% | +11,504 | New |
| Teacher Retirement System of Texas | 11,551 | $150.4K | 0.00% | +11,551 | New |
| Gladstone Institutional Advisory LLC | 11,625 | $151.4K | 0.01% | −2,271−16.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 11,713 | $152.5K | 0.04% | +199+1.7% | Added |
| Weaver Consulting Group | 11,954 | $155.6K | 0.05% | −403−3.3% | Reduced |
| Koshinski Asset Management, Inc. | 12,405 | $161.5K | 0.01% | +12,405 | New |
| Ausdal Financial Partners, Inc. | 12,439 | $162.0K | 0.01% | −250−2.0% | Reduced |
| Mariner, LLC | 12,518 | $163.0K | 0.00% | −1,471−10.5% | Reduced |
| Tower Research Capital LLC (TRC) | 12,609 | $164.2K | 0.00% | +5,405+75.0% | Added |
| Wealthspire Advisors, LLC | 12,766 | $166.2K | 0.00% | −271−2.1% | Reduced |
| Two Sigma Securities, LLC | 13,153 | $171.3K | 0.03% | +13,153 | New |
| KLP Kapitalforvaltning AS | 13,700 | $180.4K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 13,995 | $182.2K | 0.00% | −86,795−86.1% | Reduced |
| Ieq Capital, LLC | 14,124 | $183.9K | 0.00% | +14,124 | New |
| Virtu Financial LLC | 14,641 | $191.0K | 0.01% | −7,858−34.9% | Reduced |
| Kingstone Capital Partners Texas, LLC | 14,714 | $192.0K | 0.15% | +14,714 | New |
| Atria Wealth Solutions, Inc. | 15,050 | $198.5K | 0.00% | +43+0.3% | Added |
| State Board of Administration of Florida Retirement System | 15,424 | $200.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 15,700 | $204.4K | 0.00% | +800+5.4% | Added |
| Firethorn Wealth Partners, LLC | 15,796 | $205.7K | 0.10% | +4,107+35.1% | Added |
| Allianz Asset Management GmbH | 15,890 | $206.9K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 16,302 | $212.3K | 0.01% | +16,302 | New |
| Advisor Group Holdings, Inc. | 16,555 | $215.5K | 0.00% | −41,422−71.4% | Reduced |
| Cetera Investment Advisers | 16,600 | $216.1K | 0.00% | +16,600 | New |
| Jump Financial, LLC | 17,125 | $223.0K | 0.00% | +17,125 | New |
| Toroso Investments, LLC | 17,252 | $224.6K | 0.00% | +17,252 | New |
| Longboard Asset Management, LP | 17,390 | $226.4K | 0.66% | 00.0% | Unchanged |
| Sigma Planning Corp | 17,587 | $229.0K | 0.01% | +17,587 | New |
| Graham Capital Management, L.P. | 17,644 | $229.7K | 0.01% | +17,644 | New |
| Police & Firemen's Retirement System of New Jersey | 17,700 | $230.5K | 0.00% | +1,918+12.2% | Added |
| ProShare Advisors LLC | 18,213 | $237.1K | 0.00% | −4,026−18.1% | Reduced |
| Voya Investment Management LLC | 18,276 | $238.0K | 0.00% | −1,265−6.5% | Reduced |
| CIBC World Markets Corp | 18,669 | $243.1K | 0.00% | +18,669 | New |
| Gsa Capital Partners LLP | 18,723 | $244.0K | 0.02% | −55,890−74.9% | Reduced |
| Cambridge Advisors Inc. | 19,104 | $248.7K | 0.05% | +704+3.8% | Added |
| CI Private Wealth, LLC | 20,396 | $265.6K | 0.00% | −3,243−13.7% | Reduced |
| IMC-Chicago, LLC | 20,648 | $268.8K | 0.01% | +20,648 | New |
| Stifel Financial Corp | 20,690 | $269.4K | 0.00% | +20,690 | New |
| Creative Planning | 21,227 | $276.4K | 0.00% | +5,557+35.5% | Added |
| Kovack Advisors, Inc. | 22,685 | $295.4K | 0.03% | +3,100+15.8% | Added |
| Arizona State Retirement System | 22,747 | $296.2K | 0.00% | +1,065+4.9% | Added |
| Ameriflex Group, Inc. | 22,750 | $296.2K | 0.12% | +22,750 | New |
| Founders Financial Alliance, LLC | 23,770 | $309.5K | 0.08% | +2,575+12.1% | Added |
| VSM Wealth Advisory, LLC | 24,377 | $317.4K | 0.11% | +561+2.4% | Added |
| BayBridge Capital Group, LLC | 24,473 | $318.6K | 0.23% | +24,473 | New |
| State of Wyoming | 25,335 | $329.9K | 0.04% | +3,741+17.3% | Added |
| PDS Planning, Inc | 25,447 | $331.3K | 0.03% | +9,625+60.8% | Added |