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, 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 |
|---|---|---|---|---|---|
| National Bank of Canada | 1,935 | $27.1K | 0.00% | +9+0.5% | Added |
| Quadrant Capital Group LLC | 1,877 | $26.3K | 0.00% | +423+29.1% | Added |
| GAMMA Investing LLC | 1,870 | $26.2K | 0.00% | +928+98.5% | Added |
| Neo Ivy Capital Management | 1,803 | $25.3K | 0.00% | +1,803 | New |
| Evolution Wealth Management Inc. | 1,510 | $21.2K | 0.02% | +1,510 | New |
| Financial Management Professionals, Inc. | 1,473 | $20.6K | 0.00% | +1,473 | New |
| Tower Research Capital LLC (TRC) | 1,311 | $18.4K | 0.00% | −1,709−56.6% | Reduced |
| Harbour Investments, Inc. | 1,190 | $16.7K | 0.00% | +770+183.3% | Added |
| Comerica Bank | 1,099 | $15.4K | 0.00% | +1,099 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,059 | $15.0K | 0.00% | +523+97.6% | Added |
| True Wealth Design, LLC | 1,067 | $14.9K | 0.00% | +87+8.9% | Added |
| Global Wealth Strategies & Associates | 1,066 | $14.9K | 0.00% | +1,066 | New |
| SRS Capital Advisors, Inc. | 1,056 | $14.8K | 0.00% | −3,028−74.1% | Reduced |
| 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 |
| UBS Asset Management Americas Inc | 923 | $12.9K | 0.00% | +923 | New |
| Signature Resources Capital Management, LLC | 790 | $11.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 718 | $10.1K | 0.00% | +28+4.1% | Added |
| Geneos Wealth Management Inc. | 715 | $10.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 700 | $9.81K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 666 | $9.33K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 630 | $8.83K | 0.00% | +630 | New |
| Flagship Harbor Advisors, LLC | 603 | $8.46K | 0.00% | +603 | New |
| Garton & Associates Financial Advisors LLC | 601 | $8.42K | 0.00% | +601 | New |
| Larson Financial Group LLC | 549 | $7.69K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 540 | $7.57K | 0.00% | −386−41.7% | Reduced |
| Quarry LP | 518 | $7.26K | 0.00% | −1,473−74.0% | Reduced |
| Rockefeller Capital Management L.P. | 501 | $7.02K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 481 | $6.74K | 0.00% | +481 | New |
| Massmutual Trust Co FSB | 385 | $5.39K | 0.00% | +114+42.1% | Added |
| SWAN Capital LLC | 337 | $4.72K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 333 | $4.67K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 311 | $4.36K | 0.00% | +105+51.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $4.20K | 0.00% | +300 | New |
| Vision Retirement, LLC | 300 | $4.20K | 0.00% | +300 | New |
| Essential Partners LLC | 293 | $4.11K | 0.00% | +276+1,623.5% | Added |
| Kerr Financial Planning Corp | 228 | $3.19K | 0.00% | +8+3.6% | Added |
| Jones Financial Companies LLLP | 226 | $3.17K | 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 |
| Ronald Blue Trust, Inc. | 150 | $2.10K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 142 | $1.99K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 137 | $1.92K | 0.00% | +34+33.0% | Added |
| Aster Capital Management (DIFC) Ltd | 133 | $1.86K | 0.00% | −10,927−98.8% | Reduced |
| Smartleaf Asset Management LLC | 113 | $1.57K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $1.47K | 0.00% | +105 | New |
| Rothschild Investment LLC | 104 | $1.46K | 0.00% | +94+940.0% | Added |
| Country Trust Bank | 100 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 71 | $1.04K | 0.00% | +16+29.1% | Added |
| CX Institutional | 100 | $1.00K | 0.00% | +100 | New |
| IFP Advisors, Inc | 54 | $757 | 0.00% | +15+38.5% | Added |
| Zions Bancorporation, National Association | 53 | $743 | 0.00% | +53 | New |
| CoreCap Advisors, LLC | 53 | $739 | 0.00% | +53 | New |
| Plante Moran Financial Advisors, LLC | 33 | $462 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 29 | $407 | 0.00% | +29 | New |
| Caitong International Asset Management Co., Ltd | 12 | $168 | 0.00% | +10+500.0% | Added |
| Quattro Advisors LLC | 9 | $121 | 0.00% | +9 | New |
| Root Financial Partners, LLC | 8 | $112 | 0.00% | +8 | New |
| Godfrey Financial Associates, Inc. | 7 | $98 | 0.00% | +7 | New |
| Covestor Ltd | 11 | $0 | 0.00% | −12−52.2% | Reduced |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −1,669,288−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −949,900−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −695,711−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −248,661−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −53,575−100.0% | Sold out |
| Clayton Partners LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −39,842−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −38,705−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −34,338−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −17,013−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −16,209−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −15,344−100.0% | Sold out |
| Landing Point Financial Group, LLC | 0 | $0 | 0.00% | −15,138−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −14,879−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −13,822−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −11,140−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −9,359−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −5,665−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,890−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −821−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Sheets Smith Investment Management | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |