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 2025
Institutional positions in Dynex Capital Inc as of Jun 30, 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
- 201
- 0 vs. Q1 2025
- Shares held
- 51.7M
- +2.97M (+6.1%) vs. Q1 2025
- Total value
- $632.3M
- −$1.90M (−0.3%) vs. Q1 2025
- New holders
- 46
- 90 more added
- Sold out
- 46
- 48 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $12 | 0.00% | −228−99.6% | Reduced |
| Rothschild Investment LLC | 10 | $122 | 0.00% | −120−92.3% | Reduced |
| Essential Partners LLC | 17 | $208 | 0.00% | +17 | New |
| Twin Peaks Wealth Advisors, LLC | 25 | $310 | 0.00% | +25 | New |
| Harbour Investments, Inc. | 30 | $367 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $403 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 38 | $464 | 0.00% | +38 | New |
| Smartleaf Asset Management LLC | 46 | $557 | 0.00% | −414−90.0% | Reduced |
| Cornerstone Planning Group LLC | 55 | $689 | 0.00% | +55 | New |
| Bessemer Group Inc | 50 | $1.00K | 0.00% | −38−43.2% | Reduced |
| UMA Financial Services, Inc. | 87 | $1.06K | 0.00% | +87 | New |
| Country Trust Bank | 100 | $1.22K | 0.00% | +100 | New |
| Skopos Labs, Inc. | 111 | $1.36K | 0.00% | +111 | New |
| MAI Capital Management | 112 | $1.37K | 0.00% | +112 | New |
| Fiduciary Advisors, Inc. | 136 | $1.66K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 142 | $1.74K | 0.00% | +142 | New |
| Fifth Third Bancorp | 192 | $2.35K | 0.00% | +50+35.2% | Added |
| Danske Bank A/S | 200 | $2.44K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 236 | $3.00K | 0.00% | +228+2,850.0% | Added |
| Chung Wu Investment Group, LLC | 333 | $4.07K | 0.00% | +333 | New |
| SWAN Capital LLC | 337 | $4.12K | 0.00% | +337 | New |
| Massmutual Trust Co FSB | 379 | $4.63K | 0.00% | +68+21.9% | Added |
| Principal Securities, Inc. | 391 | $4.78K | 0.00% | +21+5.7% | Added |
| Proffitt & Goodson Inc | 450 | $5.50K | 0.00% | +450 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 470 | $6.00K | 0.00% | +470 | New |
| Salem Investment Counselors Inc | 500 | $6.20K | 0.00% | +500 | New |
| GAMMA Investing LLC | 514 | $6.28K | 0.00% | −677−56.8% | Reduced |
| AdvisorNet Financial, Inc | 663 | $8.10K | 0.00% | +27+4.2% | Added |
| MTM Investment Management, LLC | 666 | $8.14K | 0.00% | +666 | New |
| WFA of San Diego, LLC | 700 | $8.55K | 0.01% | +700 | New |
| Geneos Wealth Management Inc. | 715 | $8.74K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 749 | $9.15K | 0.00% | −3,838−83.7% | Reduced |
| Signature Resources Capital Management, LLC | 790 | $9.65K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 820 | $10.0K | 0.00% | +820 | New |
| Rise Advisors, LLC | 915 | $11.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 369 | $11.7K | 0.00% | −265−41.8% | Reduced |
| True Wealth Design, LLC | 980 | $12.0K | 0.00% | +954+3,669.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,018 | $12.4K | 0.00% | +41+4.2% | Added |
| Signaturefd, LLC | 1,063 | $13.0K | 0.00% | −995−48.3% | Reduced |
| Parallel Advisors, LLC | 1,301 | $15.9K | 0.00% | +393+43.3% | Added |
| EverSource Wealth Advisors, LLC | 1,811 | $22.1K | 0.00% | +1,380+320.2% | Added |
| Newbridge Financial Services Group, Inc. | 2,000 | $24.4K | 0.00% | +2,000 | New |
| Aventura Private Wealth, LLC | 2,134 | $26.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,464 | $30.0K | 0.00% | −690−21.9% | Reduced |
| Sterling Capital Management LLC | 2,848 | $34.8K | 0.00% | +1,396+96.1% | Added |
| Amalgamated Bank | 2,900 | $35.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,579 | $43.7K | 0.00% | −5−0.1% | Reduced |
| Westend Capital Management, LLC | 3,657 | $44.7K | 0.01% | −28−0.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,700 | $45.2K | 0.00% | −43,500−92.2% | Reduced |
| Transce3nd, LLC | 3,993 | $48.8K | 0.02% | +3,993 | New |
| Russell Investments Group, Ltd. | 4,811 | $58.8K | 0.00% | −2,910−37.7% | Reduced |
| State of Wyoming | 8,733 | $106.7K | 0.01% | −16,602−65.5% | Reduced |
| Tower Research Capital LLC (TRC) | 9,244 | $113.0K | 0.00% | −3,365−26.7% | Reduced |
| New Age Alpha Advisors, LLC | 9,359 | $114.4K | 0.01% | +9,359 | New |
| Quest Partners LLC | 9,494 | $116.0K | 0.01% | −48,610−83.7% | Reduced |
| Jefferies Financial Group Inc. | 10,144 | $124.0K | 0.00% | +10,144 | New |
| HSBC Holdings PLC | 10,208 | $124.2K | 0.00% | +10,208 | New |
| Ameritas Investment Partners, Inc. | 10,768 | $131.6K | 0.00% | +2,257+26.5% | Added |
| Eight 31 Financial LLC | 11,384 | $139.1K | 0.09% | +11,384 | New |
| Pictet Asset Management Holding SA | 11,697 | $142.9K | 0.00% | +11,697 | New |
| Prudential Financial Inc | 11,760 | $143.7K | 0.00% | −114,578−90.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 11,872 | $145.1K | 0.03% | +159+1.4% | Added |
| Kestra Advisory Services, LLC | 11,889 | $145.3K | 0.00% | +419+3.7% | Added |
| Ausdal Financial Partners, Inc. | 12,439 | $152.0K | 0.01% | 00.0% | Unchanged |
| Weaver Consulting Group | 12,577 | $153.7K | 0.04% | +623+5.2% | Added |
| Avantax Advisory Services, Inc. | 12,870 | $157.3K | 0.00% | +12,870 | New |
| CIBC World Markets Corp | 12,995 | $158.8K | 0.00% | −5,674−30.4% | Reduced |
| Quantinno Capital Management LP | 13,108 | $160.2K | 0.00% | +13,108 | New |
| Allianz Asset Management GmbH | 14,001 | $171.1K | 0.00% | −1,889−11.9% | Reduced |
| Teacher Retirement System of Texas | 14,467 | $176.8K | 0.00% | +2,916+25.2% | Added |
| Squarepoint Ops LLC | 14,469 | $176.8K | 0.00% | −203,770−93.4% | Reduced |
| DRW Securities, LLC | 14,647 | $179.0K | 0.01% | +14,647 | New |
| Koshinski Asset Management, Inc. | 14,790 | $180.7K | 0.01% | +2,385+19.2% | Added |
| Stifel Financial Corp | 14,929 | $182.4K | 0.00% | −5,761−27.8% | Reduced |
| State Board of Administration of Florida Retirement System | 15,424 | $188.5K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 16,119 | $197.0K | 0.09% | +323+2.0% | Added |
| Wolverine Trading, LLC | 17,597 | $213.3K | 0.01% | +17,597 | New |
| Creative Planning | 18,666 | $228.1K | 0.00% | −2,561−12.1% | Reduced |
| Vident Advisory, LLC | 19,255 | $235.3K | 0.00% | +19,255 | New |
| Simplex Trading, LLC | 19,811 | $242.0K | 0.01% | +11,442+136.7% | Added |
| STRS Ohio | 19,900 | $243.2K | 0.00% | +4,200+26.8% | Added |
| KLP Kapitalforvaltning AS | 19,900 | $246.1K | 0.00% | +6,200+45.3% | Added |
| Kingstone Capital Partners Texas, LLC | 20,252 | $247.0K | 0.16% | +5,538+37.6% | Added |
| IFG Advisory, LLC | 20,900 | $255.4K | 0.01% | +20,900 | New |
| Cambridge Advisors Inc. | 21,000 | $256.6K | 0.05% | +1,896+9.9% | Added |
| ProShare Advisors LLC | 21,627 | $264.3K | 0.00% | +3,414+18.7% | Added |
| Mariner, LLC | 22,346 | $273.1K | 0.00% | +9,828+78.5% | Added |
| Advisor Group Holdings, Inc. | 22,529 | $275.3K | 0.00% | +5,974+36.1% | Added |
| US Bancorp | 22,579 | $275.9K | 0.00% | +17,445+339.8% | Added |
| Kovack Advisors, Inc. | 23,354 | $285.4K | 0.03% | +669+2.9% | Added |
| Nebula Research & Development LLC | 23,472 | $286.8K | 0.02% | −56,338−70.6% | Reduced |
| SG Americas Securities, LLC | 23,768 | $290.0K | 0.00% | −6,933−22.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,390 | $299.6K | 0.00% | +23,390 | New |
| Walleye Capital LLC | 24,733 | $302.2K | 0.00% | +24,733 | New |
| Cetera Investment Advisers | 25,149 | $307.3K | 0.00% | +8,549+51.5% | Added |
| Envestnet Asset Management Inc | 25,399 | $310.4K | 0.00% | −7,377−22.5% | Reduced |
| D.A. Davidson & Co. | 25,400 | $310.4K | 0.00% | +25,400 | New |
| Graham Capital Management, L.P. | 25,568 | $312.4K | 0.01% | +7,924+44.9% | Added |
| Founders Financial Alliance, LLC | 25,590 | $312.7K | 0.07% | +1,820+7.7% | Added |
| 1492 Capital Management LLC | 25,593 | $312.7K | 0.14% | 00.0% | Unchanged |