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 2025
Institutional positions in Dynex Capital Inc as of Sep 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
- 212
- +13 vs. Q2 2025
- Shares held
- 61.6M
- +9.93M (+19.2%) vs. Q2 2025
- Total value
- $757.7M
- +$125.7M (+19.9%) vs. Q2 2025
- New holders
- 43
- 101 more added
- Sold out
- 30
- 40 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 23 | $0 | 0.00% | −213−90.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 2 | $25 | 0.00% | +2 | New |
| Rothschild Investment LLC | 10 | $123 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 17 | $209 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $406 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 39 | $479 | 0.00% | −330−89.4% | Reduced |
| Cornerstone Planning Group LLC | 55 | $722 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 75 | $1.00K | 0.00% | +25+50.0% | Added |
| Country Trust Bank | 100 | $1.23K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $1.23K | 0.00% | +100 | New |
| UMA Financial Services, Inc. | 103 | $1.27K | 0.00% | +16+18.4% | Added |
| Smartleaf Asset Management LLC | 113 | $1.36K | 0.00% | +67+145.7% | Added |
| Fifth Third Bancorp | 142 | $1.75K | 0.00% | −50−26.0% | Reduced |
| Ronald Blue Trust, Inc. | 150 | $1.84K | 0.00% | +150 | New |
| Danske Bank A/S | 200 | $2.46K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 206 | $2.53K | 0.00% | +64+45.1% | Added |
| Jones Financial Companies LLLP | 226 | $2.73K | 0.00% | +226 | New |
| Kerr Financial Planning Corp | 220 | $2.99K | 0.00% | +220 | New |
| Massmutual Trust Co FSB | 271 | $3.33K | 0.00% | −108−28.5% | Reduced |
| Chung Wu Investment Group, LLC | 333 | $4.09K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 337 | $4.14K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 420 | $5.16K | 0.00% | +390+1,300.0% | Added |
| Rockefeller Capital Management L.P. | 501 | $6.16K | 0.00% | +501 | New |
| Salem Investment Counselors Inc | 500 | $6.23K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 520 | $6.39K | 0.00% | −1,480−74.0% | Reduced |
| Larson Financial Group LLC | 549 | $6.75K | 0.00% | +549 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 536 | $7.00K | 0.00% | +66+14.0% | Added |
| Principal Securities, Inc. | 591 | $7.26K | 0.00% | +200+51.2% | Added |
| MTM Investment Management, LLC | 666 | $8.19K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 690 | $8.48K | 0.00% | +27+4.1% | Added |
| WFA of San Diego, LLC | 700 | $8.60K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 715 | $8.79K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 790 | $9.71K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 821 | $10.1K | 0.00% | +1+0.1% | Added |
| Rise Advisors, LLC | 915 | $11.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 926 | $11.4K | 0.00% | +177+23.6% | Added |
| GAMMA Investing LLC | 942 | $11.6K | 0.00% | +428+83.3% | Added |
| True Wealth Design, LLC | 980 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,060 | $13.0K | 0.00% | +42+4.1% | Added |
| Parallel Advisors, LLC | 1,433 | $17.6K | 0.00% | +132+10.1% | Added |
| Quadrant Capital Group LLC | 1,454 | $17.9K | 0.00% | +1,454 | New |
| Jefferies Financial Group Inc. | 1,616 | $19.9K | 0.00% | −8,528−84.1% | Reduced |
| Signaturefd, LLC | 1,780 | $21.9K | 0.00% | +717+67.5% | Added |
| The PNC Financial Services Group, Inc. | 1,788 | $22.0K | 0.00% | −1,791−50.0% | Reduced |
| National Bank of Canada | 1,926 | $23.7K | 0.00% | +1,926 | New |
| Quarry LP | 1,991 | $24.5K | 0.01% | +1,991 | New |
| Aventura Private Wealth, LLC | 2,134 | $26.2K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,326 | $28.6K | 0.00% | +515+28.4% | Added |
| Private Wealth Management Group, LLC | 2,890 | $35.5K | 0.01% | +2,890 | New |
| Amalgamated Bank | 2,900 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,020 | $37.1K | 0.00% | −6,224−67.3% | Reduced |
| Westend Capital Management, LLC | 3,782 | $46.5K | 0.01% | +125+3.4% | Added |
| Group One Trading, L.P. | 4,035 | $49.6K | 0.00% | +4,035 | New |
| SRS Capital Advisors, Inc. | 4,084 | $50.2K | 0.00% | +4,084 | New |
| Huntington National Bank | 4,790 | $58.9K | 0.00% | +4,789+478,900.0% | Added |
| Advisory Services Network, LLC | 5,665 | $69.6K | 0.00% | +5,665 | New |
| CWM, LLC | 6,319 | $78.0K | 0.00% | +3,855+156.5% | Added |
| Sterling Capital Management LLC | 9,007 | $110.7K | 0.00% | +6,159+216.3% | Added |
| New Age Alpha Advisors, LLC | 9,359 | $115.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,068 | $121.5K | 0.00% | −7,529−42.8% | Reduced |
| Virtus ETF Advisers LLC | 9,950 | $122.3K | 0.07% | +9,950 | New |
| Xponance, Inc. | 10,134 | $124.5K | 0.00% | +10,134 | New |
| Ethic Inc. | 10,290 | $126.5K | 0.00% | +10,290 | New |
| PharVision Advisers, LLC | 10,400 | $127.8K | 0.07% | +10,400 | New |
| Ameritas Investment Partners, Inc. | 10,768 | $132.3K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 11,060 | $135.9K | 0.07% | +11,060 | New |
| Envestnet Asset Management Inc | 11,140 | $136.9K | 0.00% | −14,259−56.1% | Reduced |
| Brinker Capital Investments, LLC | 11,690 | $143.7K | 0.00% | +11,690 | New |
| Eight 31 Financial LLC | 11,859 | $145.7K | 0.08% | +475+4.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 11,872 | $145.9K | 0.03% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 11,875 | $145.9K | 0.02% | +11,875 | New |
| Wealth Enhancement Advisory Services, LLC | 11,985 | $154.5K | 0.00% | −11,405−48.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,698 | $156.1K | 0.00% | +12,698 | New |
| Teacher Retirement System of Texas | 13,822 | $169.9K | 0.00% | −645−4.5% | Reduced |
| CIBC Bancorp USA Inc. | 13,867 | $170.4K | 0.00% | +13,867 | New |
| Weaver Consulting Group | 14,108 | $173.4K | 0.04% | +1,531+12.2% | Added |
| Koshinski Asset Management, Inc. | 14,879 | $182.9K | 0.01% | +89+0.6% | Added |
| Davenport & Co LLC | 15,000 | $184.3K | 0.00% | +15,000 | New |
| Landing Point Financial Group, LLC | 15,138 | $186.0K | 0.10% | +15,138 | New |
| Firethorn Wealth Partners, LLC | 15,142 | $186.1K | 0.07% | −977−6.1% | Reduced |
| DRW Securities, LLC | 15,344 | $187.7K | 0.01% | +697+4.8% | Added |
| State Board of Administration of Florida Retirement System | 15,424 | $189.6K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 15,659 | $192.4K | 0.00% | +3,962+33.9% | Added |
| Sherbrooke Park Advisers LLC | 16,209 | $199.2K | 0.09% | +16,209 | New |
| Prudential Financial Inc | 16,300 | $200.3K | 0.00% | +4,540+38.6% | Added |
| Edgestream Partners, L.P. | 17,013 | $209.1K | 0.01% | −129,889−88.4% | Reduced |
| Russell Investments Group, Ltd. | 17,547 | $215.7K | 0.00% | +12,736+264.7% | Added |
| Dynamic Technology Lab Private Ltd | 17,623 | $217.0K | 0.04% | +17,623 | New |
| Wealthspire Advisors, LLC | 17,999 | $221.2K | 0.00% | +17,999 | New |
| Voya Investment Management LLC | 18,108 | $222.5K | 0.00% | −8,561−32.1% | Reduced |
| Stifel Financial Corp | 18,958 | $233.0K | 0.00% | +4,029+27.0% | Added |
| Centiva Capital, LP | 19,818 | $243.6K | 0.02% | −15,297−43.6% | Reduced |
| Ameriflex Group, Inc. | 20,300 | $249.5K | 0.09% | +20,300 | New |
| J.W. Cole Advisors, Inc. | 20,870 | $256.5K | 0.00% | −11,268−35.1% | Reduced |
| Quantinno Capital Management LP | 21,095 | $259.3K | 0.00% | +7,987+60.9% | Added |
| Creative Planning | 22,075 | $271.3K | 0.00% | +3,409+18.3% | Added |
| ProShare Advisors LLC | 22,243 | $273.4K | 0.00% | +616+2.8% | Added |
| US Bancorp | 22,405 | $275.4K | 0.00% | −174−0.8% | Reduced |
| Cambridge Advisors Inc. | 22,975 | $282.4K | 0.06% | +1,975+9.4% | Added |
| StoneX Group Inc. | 22,900 | $285.0K | 0.01% | +22,900 | New |