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, Q4 2025
Institutional positions in Dynex Capital Inc as of Dec 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
- 263
- +54 vs. Q3 2025
- Shares held
- 70.7M
- +9.15M (+14.9%) vs. Q3 2025
- Total value
- $990.4M
- +$233.3M (+30.8%) vs. Q3 2025
- New holders
- 82
- 115 more added
- Sold out
- 28
- 39 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 11 | $0 | 0.00% | −12−52.2% | Reduced |
| Godfrey Financial Associates, Inc. | 7 | $98 | 0.00% | +7 | New |
| Root Financial Partners, LLC | 8 | $112 | 0.00% | +8 | New |
| Quattro Advisors LLC | 9 | $121 | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 12 | $168 | 0.00% | +10+500.0% | Added |
| MAI Capital Management | 29 | $407 | 0.00% | +29 | New |
| Plante Moran Financial Advisors, LLC | 33 | $462 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 53 | $739 | 0.00% | +53 | New |
| Zions Bancorporation, National Association | 53 | $743 | 0.00% | +53 | New |
| IFP Advisors, Inc | 54 | $757 | 0.00% | +15+38.5% | Added |
| CX Institutional | 100 | $1.00K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 71 | $1.04K | 0.00% | +16+29.1% | Added |
| Country Trust Bank | 100 | $1.40K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 104 | $1.46K | 0.00% | +94+940.0% | Added |
| Versant Capital Management, Inc | 105 | $1.47K | 0.00% | +105 | New |
| Smartleaf Asset Management LLC | 113 | $1.57K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 133 | $1.86K | 0.00% | −10,927−98.8% | Reduced |
| UMA Financial Services, Inc. | 137 | $1.92K | 0.00% | +34+33.0% | Added |
| Fifth Third Bancorp | 142 | $1.99K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 150 | $2.10K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $2.80K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 200 | $2.80K | 0.00% | +200 | New |
| DV Equities, LLC | 200 | $2.80K | 0.00% | +200 | New |
| Jones Financial Companies LLLP | 226 | $3.17K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 228 | $3.19K | 0.00% | +8+3.6% | Added |
| Essential Partners LLC | 293 | $4.11K | 0.00% | +276+1,623.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $4.20K | 0.00% | +300 | New |
| Vision Retirement, LLC | 300 | $4.20K | 0.00% | +300 | New |
| Farther Finance Advisors, LLC | 311 | $4.36K | 0.00% | +105+51.0% | Added |
| Chung Wu Investment Group, LLC | 333 | $4.67K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 337 | $4.72K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 385 | $5.39K | 0.00% | +114+42.1% | Added |
| Gen-Wealth Partners Inc | 481 | $6.74K | 0.00% | +481 | New |
| Rockefeller Capital Management L.P. | 501 | $7.02K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 518 | $7.26K | 0.00% | −1,473−74.0% | Reduced |
| Optiver Holding B.V. | 540 | $7.57K | 0.00% | −386−41.7% | Reduced |
| Larson Financial Group LLC | 549 | $7.69K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 601 | $8.42K | 0.00% | +601 | New |
| Flagship Harbor Advisors, LLC | 603 | $8.46K | 0.00% | +603 | New |
| SageView Advisory Group, LLC | 630 | $8.83K | 0.00% | +630 | New |
| MTM Investment Management, LLC | 666 | $9.33K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 700 | $9.81K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 715 | $10.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 718 | $10.1K | 0.00% | +28+4.1% | Added |
| Signature Resources Capital Management, LLC | 790 | $11.1K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 923 | $12.9K | 0.00% | +923 | New |
| Aventura Private Wealth, LLC | 1,000 | $14.0K | 0.01% | −1,134−53.1% | Reduced |
| CIBC Private Wealth Group, LLC | 1,000 | $14.0K | 0.00% | +1,000 | New |
| DV Trading LLC | 1,000 | $14.0K | 0.00% | +1,000 | New |
| Commonwealth Retirement Investments LLC | 1,000 | $14.0K | 0.00% | +1,000 | New |
| SRS Capital Advisors, Inc. | 1,056 | $14.8K | 0.00% | −3,028−74.1% | Reduced |
| Global Wealth Strategies & Associates | 1,066 | $14.9K | 0.00% | +1,066 | New |
| True Wealth Design, LLC | 1,067 | $14.9K | 0.00% | +87+8.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,059 | $15.0K | 0.00% | +523+97.6% | Added |
| Comerica Bank | 1,099 | $15.4K | 0.00% | +1,099 | New |
| Harbour Investments, Inc. | 1,190 | $16.7K | 0.00% | +770+183.3% | Added |
| Tower Research Capital LLC (TRC) | 1,311 | $18.4K | 0.00% | −1,709−56.6% | Reduced |
| Financial Management Professionals, Inc. | 1,473 | $20.6K | 0.00% | +1,473 | New |
| Evolution Wealth Management Inc. | 1,510 | $21.2K | 0.02% | +1,510 | New |
| Neo Ivy Capital Management | 1,803 | $25.3K | 0.00% | +1,803 | New |
| GAMMA Investing LLC | 1,870 | $26.2K | 0.00% | +928+98.5% | Added |
| Quadrant Capital Group LLC | 1,877 | $26.3K | 0.00% | +423+29.1% | Added |
| National Bank of Canada | 1,935 | $27.1K | 0.00% | +9+0.5% | Added |
| Federation des caisses Desjardins du Quebec | 2,000 | $28.0K | 0.00% | +2,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,003 | $28.1K | 0.00% | +2,003 | New |
| IMG Wealth Management, Inc. | 2,188 | $30.7K | 0.02% | +2,188 | New |
| Triumph Capital Management | 2,368 | $33.2K | 0.01% | +2,368 | New |
| PEAK6 LLC | 2,372 | $33.2K | 0.00% | +2,372 | New |
| Northwestern Mutual Wealth Management Co | 2,378 | $33.3K | 0.00% | +1,318+124.3% | Added |
| Signaturefd, LLC | 3,290 | $46.1K | 0.00% | +1,510+84.8% | Added |
| Parallel Advisors, LLC | 3,387 | $47.5K | 0.00% | +1,954+136.4% | Added |
| The PNC Financial Services Group, Inc. | 3,433 | $48.1K | 0.00% | +1,645+92.0% | Added |
| Umb Bank N A | 3,500 | $49.0K | 0.00% | +3,500 | New |
| Westend Capital Management, LLC | 3,782 | $53.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 4,619 | $65.0K | 0.00% | +1,719+59.3% | Added |
| J.W. Cole Advisors, Inc. | 18,438 | $78.3K | 0.00% | −2,432−11.7% | Reduced |
| Huntington National Bank | 5,856 | $82.0K | 0.00% | +1,066+22.3% | Added |
| EverSource Wealth Advisors, LLC | 7,118 | $99.7K | 0.00% | +4,792+206.0% | Added |
| Sterling Capital Management LLC | 8,474 | $118.7K | 0.00% | −533−5.9% | Reduced |
| Ameriflex Group, Inc. | 8,900 | $124.7K | 0.06% | −11,400−56.2% | Reduced |
| Silver Oak Securities, Inc | 10,416 | $145.0K | 0.01% | +10,416 | New |
| M&T Bank Corp | 11,276 | $158.0K | 0.00% | +11,276 | New |
| Prelude Capital Management, LLC | 11,477 | $160.8K | 0.01% | +11,477 | New |
| Xponance, Inc. | 11,513 | $161.3K | 0.00% | +1,379+13.6% | Added |
| Aegis Wealth Management, Inc. | 11,718 | $164.2K | 0.13% | +11,718 | New |
| Farmers & Merchants Trust Co of Long Beach | 11,872 | $166.3K | 0.04% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 11,875 | $166.4K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 11,934 | $167.2K | 0.01% | +1,166+10.8% | Added |
| Eight 31 Financial LLC | 12,158 | $170.3K | 0.09% | +299+2.5% | Added |
| Cerity Partners LLC | 12,170 | $170.5K | 0.00% | +12,170 | New |
| Financial Plan, Inc. | 12,500 | $175.1K | 0.02% | +12,500 | New |
| Integrity Alliance, LLC. | 12,539 | $175.7K | 0.01% | +12,539 | New |
| HighTower Advisors, LLC | 13,214 | $185.1K | 0.00% | +13,214 | New |
| Brinker Capital Investments, LLC | 13,630 | $191.0K | 0.00% | +1,940+16.6% | Added |
| XML Financial, LLC | 13,650 | $191.2K | 0.02% | +13,650 | New |
| MML Investors Services, LLC | 13,994 | $196.1K | 0.00% | +13,994 | New |
| Great West Life Assurance Co | 14,063 | $197.0K | 0.00% | −34,088−70.8% | Reduced |
| Weaver Consulting Group | 14,234 | $199.4K | 0.05% | +126+0.9% | Added |
| CWM, LLC | 14,257 | $200.0K | 0.00% | +7,938+125.6% | Added |
| Ethic Inc. | 14,430 | $202.2K | 0.00% | +4,140+40.2% | Added |