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, 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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 7,181 | $91.6K | 0.00% | +63+0.9% | Added |
| The PNC Financial Services Group, Inc. | 6,638 | $84.7K | 0.00% | +3,205+93.4% | Added |
| Sterling Capital Management LLC | 6,621 | $84.5K | 0.00% | −1,853−21.9% | Reduced |
| Signaturefd, LLC | 5,867 | $74.9K | 0.00% | +2,577+78.3% | Added |
| Huntington National Bank | 4,790 | $61.1K | 0.00% | −1,066−18.2% | Reduced |
| Umb Bank N A | 3,500 | $44.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 3,300 | $44.0K | 0.02% | +3,000+1,000.0% | Added |
| IMG Wealth Management, Inc. | 3,410 | $43.5K | 0.03% | +1,222+55.9% | Added |
| Parallel Advisors, LLC | 2,753 | $35.1K | 0.00% | −634−18.7% | Reduced |
| Triumph Capital Management | 2,568 | $33.2K | 0.01% | +200+8.4% | Added |
| Jones Financial Companies LLLP | 2,699 | $32.8K | 0.00% | +2,473+1,094.2% | Added |
| Quadrant Capital Group LLC | 2,257 | $28.8K | 0.00% | +380+20.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,080 | $26.5K | 0.00% | +80+4.0% | Added |
| GAMMA Investing LLC | 1,679 | $21.4K | 0.00% | −191−10.2% | Reduced |
| Kemnay Advisory Services Inc. | 1,626 | $20.7K | 0.00% | +1,626 | New |
| Larson Financial Group LLC | 1,599 | $20.4K | 0.00% | +1,050+191.3% | Added |
| Evolution Wealth Management Inc. | 1,510 | $19.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,473 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,453 | $18.5K | 0.00% | −550−27.5% | Reduced |
| Fifth Third Bancorp | 1,241 | $15.8K | 0.00% | +1,099+773.9% | Added |
| Harbour Investments, Inc. | 1,190 | $15.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,177 | $15.0K | 0.00% | +118+11.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,142 | $14.6K | 0.00% | −1,236−52.0% | Reduced |
| Optiver Holding B.V. | 1,132 | $14.4K | 0.00% | +592+109.6% | Added |
| True Wealth Design, LLC | 1,012 | $12.9K | 0.00% | −55−5.2% | Reduced |
| Aventura Private Wealth, LLC | 1,000 | $12.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 942 | $12.0K | 0.00% | −114−10.8% | Reduced |
| Essential Partners LLC | 927 | $11.8K | 0.00% | +634+216.4% | Added |
| Signature Resources Capital Management, LLC | 790 | $10.1K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 766 | $9.78K | 0.00% | +737+2,541.4% | Added |
| AdvisorNet Financial, Inc | 744 | $9.49K | 0.00% | +26+3.6% | Added |
| Geneos Wealth Management Inc. | 715 | $9.12K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 700 | $8.93K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 666 | $8.50K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 501 | $6.39K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 492 | $6.28K | 0.00% | +11+2.3% | Added |
| Kerr Financial Planning Corp | 437 | $6.00K | 0.01% | +209+91.7% | Added |
| Los Angeles Capital Management LLC | 405 | $5.17K | 0.00% | +405 | New |
| SWAN Capital LLC | 337 | $4.30K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 333 | $4.25K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 300 | $3.83K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 292 | $3.73K | 0.00% | +187+178.1% | Added |
| Massmutual Trust Co FSB | 271 | $3.46K | 0.00% | −114−29.6% | Reduced |
| NBC Securities, Inc. | 250 | $3.19K | 0.00% | +250 | New |
| Public Employees Retirement System of Ohio | 248 | $3.16K | 0.00% | +248 | New |
| Rothschild Investment LLC | 230 | $2.94K | 0.00% | +126+121.2% | Added |
| Bare Financial Services, Inc | 228 | $2.91K | 0.00% | +228 | New |
| Root Financial Partners, LLC | 205 | $2.62K | 0.00% | +197+2,462.5% | Added |
| Steward Partners Investment Advisory, LLC | 200 | $2.55K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 185 | $2.36K | 0.00% | +185 | New |
| Motco | 178 | $2.27K | 0.00% | +178 | New |
| RWM Asset Management, LLC | 142 | $1.81K | 0.00% | +142 | New |
| Smartleaf Asset Management LLC | 113 | $1.41K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $1.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 81 | $1.08K | 0.00% | +10+14.1% | Added |
| LRI Investments, LLC | 79 | $1.01K | 0.00% | +79 | New |
| Keating Financial Advisory Services, Inc. | 67 | $855 | 0.00% | +67 | New |
| IFP Advisors, Inc | 60 | $766 | 0.00% | +6+11.1% | Added |
| CoreCap Advisors, LLC | 54 | $698 | 0.00% | +1+1.9% | Added |
| Caitong International Asset Management Co., Ltd | 46 | $587 | 0.00% | +34+283.3% | Added |
| Financial Consulate, Inc | 39 | $498 | 0.00% | +39 | New |
| Plante Moran Financial Advisors, LLC | 33 | $421 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 25 | $319 | 0.00% | +25 | New |
| American Capital Advisory, LLC | 24 | $307 | 0.00% | +24 | New |
| Godfrey Financial Associates, Inc. | 7 | $89 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 0 | $85 | 0.00% | 0 | New |
| Covestor Ltd | 12 | $0 | 0.00% | +1+9.1% | Added |
| Capital Advisors, Ltd. LLC | 19 | $0 | 0.00% | +19 | New |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −2,884,753−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −423,600−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −322,093−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −294,601−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −247,210−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −240,171−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −136,894−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −102,018−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −98,924−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −98,004−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −92,413−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −89,005−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −72,205−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −63,085−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −62,584−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −56,795−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −43,363−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −37,138−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −35,500−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −33,998−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −33,053−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −26,160−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −25,417−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −20,772−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −18,076−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −13,650−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −13,630−100.0% | Sold out |
| Financial Plan, Inc. | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −12,170−100.0% | Sold out |
| CFO4Life Group, LLC | 0 | $0 | 0.00% | −11,875−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −11,477−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −11,276−100.0% | Sold out |