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, Q1 2026
Institutional positions in Dynex Capital Inc as of Mar 31, 2026. 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
- 268
- +10 vs. Q4 2025
- Shares held
- 88.9M
- +26.6M (+42.7%) vs. Q4 2025
- Total value
- $1.14B
- +$262.7M (+30.1%) vs. Q4 2025
- New holders
- 60
- 127 more added
- Sold out
- 50
- 55 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 12 | $0 | 0.00% | +1+9.1% | Added |
| Capital Advisors, Ltd. LLC | 19 | $0 | 0.00% | +19 | New |
| Salem Investment Counselors Inc | 0 | $85 | 0.00% | 0 | New |
| Godfrey Financial Associates, Inc. | 7 | $89 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 24 | $307 | 0.00% | +24 | New |
| Twin Peaks Wealth Advisors, LLC | 25 | $319 | 0.00% | +25 | New |
| Plante Moran Financial Advisors, LLC | 33 | $421 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 39 | $498 | 0.00% | +39 | New |
| Caitong International Asset Management Co., Ltd | 46 | $587 | 0.00% | +34+283.3% | Added |
| CoreCap Advisors, LLC | 54 | $698 | 0.00% | +1+1.9% | Added |
| IFP Advisors, Inc | 60 | $766 | 0.00% | +6+11.1% | Added |
| Keating Financial Advisory Services, Inc. | 67 | $855 | 0.00% | +67 | New |
| LRI Investments, LLC | 79 | $1.01K | 0.00% | +79 | New |
| Cornerstone Planning Group LLC | 81 | $1.08K | 0.00% | +10+14.1% | Added |
| Country Trust Bank | 100 | $1.28K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 113 | $1.41K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 142 | $1.81K | 0.00% | +142 | New |
| Motco | 178 | $2.27K | 0.00% | +178 | New |
| Owl Creek Wealth Partners LLC | 185 | $2.36K | 0.00% | +185 | New |
| Steward Partners Investment Advisory, LLC | 200 | $2.55K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 205 | $2.62K | 0.00% | +197+2,462.5% | Added |
| Bare Financial Services, Inc | 228 | $2.91K | 0.00% | +228 | New |
| Rothschild Investment LLC | 230 | $2.94K | 0.00% | +126+121.2% | Added |
| Public Employees Retirement System of Ohio | 248 | $3.16K | 0.00% | +248 | New |
| NBC Securities, Inc. | 250 | $3.19K | 0.00% | +250 | New |
| Massmutual Trust Co FSB | 271 | $3.46K | 0.00% | −114−29.6% | Reduced |
| Versant Capital Management, Inc | 292 | $3.73K | 0.00% | +187+178.1% | Added |
| Vision Retirement, LLC | 300 | $3.83K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 333 | $4.25K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 337 | $4.30K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 405 | $5.17K | 0.00% | +405 | New |
| Kerr Financial Planning Corp | 437 | $6.00K | 0.01% | +209+91.7% | Added |
| Gen-Wealth Partners Inc | 492 | $6.28K | 0.00% | +11+2.3% | Added |
| Rockefeller Capital Management L.P. | 501 | $6.39K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 666 | $8.50K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 700 | $8.93K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 715 | $9.12K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 744 | $9.49K | 0.00% | +26+3.6% | Added |
| MAI Capital Management | 766 | $9.78K | 0.00% | +737+2,541.4% | Added |
| Signature Resources Capital Management, LLC | 790 | $10.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 927 | $11.8K | 0.00% | +634+216.4% | Added |
| SRS Capital Advisors, Inc. | 942 | $12.0K | 0.00% | −114−10.8% | Reduced |
| Aventura Private Wealth, LLC | 1,000 | $12.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,012 | $12.9K | 0.00% | −55−5.2% | Reduced |
| Optiver Holding B.V. | 1,132 | $14.4K | 0.00% | +592+109.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,142 | $14.6K | 0.00% | −1,236−52.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,177 | $15.0K | 0.00% | +118+11.1% | Added |
| Harbour Investments, Inc. | 1,190 | $15.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,241 | $15.8K | 0.00% | +1,099+773.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,453 | $18.5K | 0.00% | −550−27.5% | Reduced |
| Financial Management Professionals, Inc. | 1,473 | $19.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 1,510 | $19.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,599 | $20.4K | 0.00% | +1,050+191.3% | Added |
| Kemnay Advisory Services Inc. | 1,626 | $20.7K | 0.00% | +1,626 | New |
| GAMMA Investing LLC | 1,679 | $21.4K | 0.00% | −191−10.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,080 | $26.5K | 0.00% | +80+4.0% | Added |
| Quadrant Capital Group LLC | 2,257 | $28.8K | 0.00% | +380+20.2% | Added |
| Jones Financial Companies LLLP | 2,699 | $32.8K | 0.00% | +2,473+1,094.2% | Added |
| Triumph Capital Management | 2,568 | $33.2K | 0.01% | +200+8.4% | Added |
| Parallel Advisors, LLC | 2,753 | $35.1K | 0.00% | −634−18.7% | Reduced |
| IMG Wealth Management, Inc. | 3,410 | $43.5K | 0.03% | +1,222+55.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 3,300 | $44.0K | 0.02% | +3,000+1,000.0% | Added |
| Umb Bank N A | 3,500 | $44.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4,790 | $61.1K | 0.00% | −1,066−18.2% | Reduced |
| Signaturefd, LLC | 5,867 | $74.9K | 0.00% | +2,577+78.3% | Added |
| Sterling Capital Management LLC | 6,621 | $84.5K | 0.00% | −1,853−21.9% | Reduced |
| The PNC Financial Services Group, Inc. | 6,638 | $84.7K | 0.00% | +3,205+93.4% | Added |
| EverSource Wealth Advisors, LLC | 7,181 | $91.6K | 0.00% | +63+0.9% | Added |
| Virtus ETF Advisers LLC | 7,511 | $95.8K | 0.04% | −14,082−65.2% | Reduced |
| Penbrook Management LLC | 10,050 | $128.2K | 0.10% | +10,050 | New |
| Ameriflex Group, Inc. | 10,400 | $132.7K | 0.07% | +1,500+16.9% | Added |
| Group One Trading, L.P. | 10,646 | $135.8K | 0.00% | −6,459−37.8% | Reduced |
| Naviter Wealth, LLC | 10,570 | $136.7K | 0.02% | +10,570 | New |
| Walleye Capital LLC | 10,942 | $139.6K | 0.00% | +10,942 | New |
| Farmers & Merchants Trust Co of Long Beach | 11,000 | $140.4K | 0.03% | −872−7.3% | Reduced |
| CIBC Bancorp USA Inc. | 11,063 | $141.2K | 0.00% | +11,063 | New |
| HighTower Advisors, LLC | 11,381 | $145.2K | 0.00% | −1,833−13.9% | Reduced |
| Aegis Wealth Management, Inc. | 11,718 | $149.5K | 0.12% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,769 | $150.2K | 0.00% | −10,109−46.2% | Reduced |
| Tower Research Capital LLC (TRC) | 12,456 | $158.9K | 0.00% | +11,145+850.1% | Added |
| Lighthouse Investment Partners, LLC | 12,469 | $159.1K | 0.01% | −6,626−34.7% | Reduced |
| JustInvest LLC | 12,551 | $160.2K | 0.00% | +12,551 | New |
| Eight 31 Financial LLC | 12,772 | $163.0K | 0.10% | +614+5.1% | Added |
| Integrated Advisors Network LLC | 12,964 | $165.4K | 0.01% | +12,964 | New |
| Two Sigma Securities, LLC | 13,005 | $165.9K | 0.02% | −17,636−57.6% | Reduced |
| Weaver Consulting Group | 13,357 | $170.4K | 0.04% | −877−6.2% | Reduced |
| Private Advisor Group, LLC | 13,427 | $171.3K | 0.00% | +13,427 | New |
| Centaurus Financial, Inc. | 13,865 | $177.0K | 0.01% | +13,865 | New |
| PEAK6 LLC | 13,940 | $177.9K | 0.01% | +11,568+487.7% | Added |
| Great West Life Assurance Co | 14,063 | $180.0K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 14,948 | $190.7K | 0.07% | −535−3.5% | Reduced |
| Davenport & Co LLC | 15,000 | $191.4K | 0.00% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 15,285 | $195.0K | 3.37% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,424 | $196.8K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 15,602 | $199.1K | 0.01% | +3,063+24.4% | Added |
| Ritholtz Wealth Management | 15,621 | $199.3K | 0.00% | +15,621 | New |
| AlphaGrep UK Ltd | 15,856 | $202.3K | 0.06% | +15,856 | New |
| Bayforest Capital Ltd | 15,964 | $203.7K | 0.23% | +15,964 | New |
| CWM, LLC | 16,187 | $206.6K | 0.00% | +1,930+13.5% | Added |
| Ethic Inc. | 16,227 | $207.1K | 0.00% | +1,797+12.5% | Added |