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.
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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 27,618 | $340.0K | 0.00% | −25,037−47.5% | Reduced |
| Sheets Smith Investment Management | 27,422 | $337.0K | 0.22% | +27,422 | New |
| Founders Financial Alliance, LLC | 27,384 | $336.5K | 0.06% | +1,794+7.0% | Added |
| Global Retirement Partners, LLC | 27,216 | $334.5K | 0.01% | +164+0.6% | Added |
| Resources Investment Advisors, LLC. | 26,078 | $320.5K | 0.00% | +104+0.4% | Added |
| 1492 Capital Management LLC | 25,593 | $314.5K | 0.13% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 24,600 | $305.9K | 0.00% | +4,700+23.6% | Added |
| BayBridge Capital Group, LLC | 24,737 | $304.0K | 0.19% | −1,173−4.5% | Reduced |
| IMC-Chicago, LLC | 24,484 | $300.9K | 0.01% | +24,484 | New |
| Kovack Advisors, Inc. | 24,069 | $295.8K | 0.03% | +715+3.1% | Added |
| Kingstone Capital Partners Texas, LLC | 23,672 | $291.0K | 0.17% | +3,420+16.9% | Added |
| STRS Ohio | 23,600 | $290.0K | 0.00% | +3,700+18.6% | Added |
| StoneX Group Inc. | 22,900 | $285.0K | 0.01% | +22,900 | New |
| Cambridge Advisors Inc. | 22,975 | $282.4K | 0.06% | +1,975+9.4% | Added |
| US Bancorp | 22,405 | $275.4K | 0.00% | −174−0.8% | Reduced |
| ProShare Advisors LLC | 22,243 | $273.4K | 0.00% | +616+2.8% | Added |
| Creative Planning | 22,075 | $271.3K | 0.00% | +3,409+18.3% | Added |
| Quantinno Capital Management LP | 21,095 | $259.3K | 0.00% | +7,987+60.9% | Added |
| J.W. Cole Advisors, Inc. | 20,870 | $256.5K | 0.00% | −11,268−35.1% | Reduced |
| Ameriflex Group, Inc. | 20,300 | $249.5K | 0.09% | +20,300 | New |
| Centiva Capital, LP | 19,818 | $243.6K | 0.02% | −15,297−43.6% | Reduced |
| Stifel Financial Corp | 18,958 | $233.0K | 0.00% | +4,029+27.0% | Added |
| Voya Investment Management LLC | 18,108 | $222.5K | 0.00% | −8,561−32.1% | Reduced |
| Wealthspire Advisors, LLC | 17,999 | $221.2K | 0.00% | +17,999 | New |
| Dynamic Technology Lab Private Ltd | 17,623 | $217.0K | 0.04% | +17,623 | New |
| Russell Investments Group, Ltd. | 17,547 | $215.7K | 0.00% | +12,736+264.7% | Added |
| Edgestream Partners, L.P. | 17,013 | $209.1K | 0.01% | −129,889−88.4% | Reduced |
| Prudential Financial Inc | 16,300 | $200.3K | 0.00% | +4,540+38.6% | Added |
| Sherbrooke Park Advisers LLC | 16,209 | $199.2K | 0.09% | +16,209 | New |
| Pictet Asset Management Holding SA | 15,659 | $192.4K | 0.00% | +3,962+33.9% | Added |
| State Board of Administration of Florida Retirement System | 15,424 | $189.6K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 15,344 | $187.7K | 0.01% | +697+4.8% | Added |
| Firethorn Wealth Partners, LLC | 15,142 | $186.1K | 0.07% | −977−6.1% | Reduced |
| Landing Point Financial Group, LLC | 15,138 | $186.0K | 0.10% | +15,138 | New |
| Davenport & Co LLC | 15,000 | $184.3K | 0.00% | +15,000 | New |
| Koshinski Asset Management, Inc. | 14,879 | $182.9K | 0.01% | +89+0.6% | Added |
| Weaver Consulting Group | 14,108 | $173.4K | 0.04% | +1,531+12.2% | Added |
| CIBC Bancorp USA Inc. | 13,867 | $170.4K | 0.00% | +13,867 | New |
| Teacher Retirement System of Texas | 13,822 | $169.9K | 0.00% | −645−4.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,698 | $156.1K | 0.00% | +12,698 | New |
| Wealth Enhancement Advisory Services, LLC | 11,985 | $154.5K | 0.00% | −11,405−48.8% | Reduced |
| CFO4Life Group, LLC | 11,875 | $145.9K | 0.02% | +11,875 | New |
| Farmers & Merchants Trust Co of Long Beach | 11,872 | $145.9K | 0.03% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 11,859 | $145.7K | 0.08% | +475+4.2% | Added |
| Brinker Capital Investments, LLC | 11,690 | $143.7K | 0.00% | +11,690 | New |
| Envestnet Asset Management Inc | 11,140 | $136.9K | 0.00% | −14,259−56.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 11,060 | $135.9K | 0.07% | +11,060 | New |
| Ameritas Investment Partners, Inc. | 10,768 | $132.3K | 0.00% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 10,400 | $127.8K | 0.07% | +10,400 | New |
| Ethic Inc. | 10,290 | $126.5K | 0.00% | +10,290 | New |
| Xponance, Inc. | 10,134 | $124.5K | 0.00% | +10,134 | New |
| Virtus ETF Advisers LLC | 9,950 | $122.3K | 0.07% | +9,950 | New |
| Wolverine Trading, LLC | 10,068 | $121.5K | 0.00% | −7,529−42.8% | Reduced |
| New Age Alpha Advisors, LLC | 9,359 | $115.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 9,007 | $110.7K | 0.00% | +6,159+216.3% | Added |
| CWM, LLC | 6,319 | $78.0K | 0.00% | +3,855+156.5% | Added |
| Advisory Services Network, LLC | 5,665 | $69.6K | 0.00% | +5,665 | New |
| Huntington National Bank | 4,790 | $58.9K | 0.00% | +4,789+478,900.0% | Added |
| SRS Capital Advisors, Inc. | 4,084 | $50.2K | 0.00% | +4,084 | New |
| Group One Trading, L.P. | 4,035 | $49.6K | 0.00% | +4,035 | New |
| Westend Capital Management, LLC | 3,782 | $46.5K | 0.01% | +125+3.4% | Added |
| Tower Research Capital LLC (TRC) | 3,020 | $37.1K | 0.00% | −6,224−67.3% | Reduced |
| Amalgamated Bank | 2,900 | $36.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2,890 | $35.5K | 0.01% | +2,890 | New |
| EverSource Wealth Advisors, LLC | 2,326 | $28.6K | 0.00% | +515+28.4% | Added |
| Aventura Private Wealth, LLC | 2,134 | $26.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,991 | $24.5K | 0.01% | +1,991 | New |
| National Bank of Canada | 1,926 | $23.7K | 0.00% | +1,926 | New |
| The PNC Financial Services Group, Inc. | 1,788 | $22.0K | 0.00% | −1,791−50.0% | Reduced |
| Signaturefd, LLC | 1,780 | $21.9K | 0.00% | +717+67.5% | Added |
| Jefferies Financial Group Inc. | 1,616 | $19.9K | 0.00% | −8,528−84.1% | Reduced |
| Quadrant Capital Group LLC | 1,454 | $17.9K | 0.00% | +1,454 | New |
| Parallel Advisors, LLC | 1,433 | $17.6K | 0.00% | +132+10.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,060 | $13.0K | 0.00% | +42+4.1% | Added |
| True Wealth Design, LLC | 980 | $12.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 942 | $11.6K | 0.00% | +428+83.3% | Added |
| Optiver Holding B.V. | 926 | $11.4K | 0.00% | +177+23.6% | Added |
| Rise Advisors, LLC | 915 | $11.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 821 | $10.1K | 0.00% | +1+0.1% | Added |
| Signature Resources Capital Management, LLC | 790 | $9.71K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 715 | $8.79K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 700 | $8.60K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 690 | $8.48K | 0.00% | +27+4.1% | Added |
| MTM Investment Management, LLC | 666 | $8.19K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 591 | $7.26K | 0.00% | +200+51.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 536 | $7.00K | 0.00% | +66+14.0% | Added |
| Larson Financial Group LLC | 549 | $6.75K | 0.00% | +549 | New |
| Newbridge Financial Services Group, Inc. | 520 | $6.39K | 0.00% | −1,480−74.0% | Reduced |
| Salem Investment Counselors Inc | 500 | $6.23K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 501 | $6.16K | 0.00% | +501 | New |
| Harbour Investments, Inc. | 420 | $5.16K | 0.00% | +390+1,300.0% | Added |
| SWAN Capital LLC | 337 | $4.14K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 333 | $4.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 271 | $3.33K | 0.00% | −108−28.5% | Reduced |
| Kerr Financial Planning Corp | 220 | $2.99K | 0.00% | +220 | New |
| Jones Financial Companies LLLP | 226 | $2.73K | 0.00% | +226 | New |
| Farther Finance Advisors, LLC | 206 | $2.53K | 0.00% | +64+45.1% | Added |
| Danske Bank A/S | 200 | $2.46K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 150 | $1.84K | 0.00% | +150 | New |
| Fifth Third Bancorp | 142 | $1.75K | 0.00% | −50−26.0% | Reduced |