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, Q2 2026
Institutional positions in Dynex Capital Inc as of Jun 30, 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
- 289
- +24 vs. Q1 2026
- Shares held
- 111.7M
- +22.9M (+25.8%) vs. Q1 2026
- Total value
- $1.47B
- +$331.3M (+29.2%) vs. Q1 2026
- New holders
- 55
- 146 more added
- Sold out
- 31
- 55 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Dynex Capital Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farringdon Capital, Ltd. | 11,136 | $146.0K | 0.07% | +11,136 | New |
| HighTower Advisors, LLC | 11,119 | $145.8K | 0.00% | −262−2.3% | Reduced |
| IMG Wealth Management, Inc. | 10,895 | $142.8K | 0.08% | +7,485+219.5% | Added |
| Captrust Financial Advisors | 10,814 | $141.8K | 0.00% | +10,814 | New |
| State of Wyoming | 10,552 | $138.3K | 0.01% | +10,552 | New |
| Invst, LLC | 10,501 | $137.7K | 0.01% | +10,501 | New |
| M&T Bank Corp | 10,446 | $136.5K | 0.00% | +10,446 | New |
| Ameriflex Group, Inc. | 10,400 | $136.3K | 0.06% | 00.0% | Unchanged |
| Bank of Montreal | 10,191 | $133.6K | 0.00% | +10,191 | New |
| Prelude Capital Management, LLC | 10,187 | $133.6K | 0.01% | +10,187 | New |
| Madison Wealth Partners, Inc | 10,121 | $132.7K | 0.02% | +10,121 | New |
| Penbrook Management LLC | 10,050 | $131.8K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,331 | $122.0K | 0.00% | −41,854−81.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 8,996 | $117.9K | 0.00% | +6,916+332.5% | Added |
| Group One Trading, L.P. | 8,460 | $110.9K | 0.00% | −2,186−20.5% | Reduced |
| Global Retirement Partners, LLC | 8,290 | $108.7K | 0.00% | +8,290 | New |
| Parallel Advisors, LLC | 8,279 | $108.6K | 0.00% | +5,526+200.7% | Added |
| Jones Financial Companies LLLP | 7,396 | $97.2K | 0.00% | +4,697+174.0% | Added |
| Aster Capital Management (DIFC) Ltd | 6,719 | $88.1K | 0.02% | +6,719 | New |
| EverSource Wealth Advisors, LLC | 6,348 | $83.2K | 0.00% | −833−11.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,502 | $72.1K | 0.00% | −6,954−55.8% | Reduced |
| Huntington National Bank | 5,465 | $71.6K | 0.00% | +675+14.1% | Added |
| Larson Financial Group LLC | 5,097 | $66.8K | 0.00% | +3,498+218.8% | Added |
| IFG Advisory, LLC | 4,676 | $61.3K | 0.00% | +4,676 | New |
| Sterling Capital Management LLC | 4,424 | $58.0K | 0.00% | −2,197−33.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,717 | $48.7K | 0.00% | +2,540+215.8% | Added |
| Harbour Investments, Inc. | 3,559 | $46.7K | 0.00% | +2,369+199.1% | Added |
| Umb Bank N A | 3,500 | $45.9K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 3,300 | $43.3K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 3,194 | $42.0K | 0.00% | +3,194 | New |
| Caption Management, LLC | 3,000 | $39.3K | 0.00% | +3,000 | New |
| Versant Capital Management, Inc | 2,896 | $38.0K | 0.00% | +2,604+891.8% | Added |
| PEAK6 LLC | 2,868 | $37.6K | 0.00% | −11,072−79.4% | Reduced |
| Triumph Capital Management | 2,568 | $33.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,445 | $32.1K | 0.00% | −4,193−63.2% | Reduced |
| GAMMA Investing LLC | 2,272 | $29.8K | 0.00% | +593+35.3% | Added |
| Quarry LP | 1,688 | $22.1K | 0.00% | +1,688 | New |
| Kemnay Advisory Services Inc. | 1,628 | $21.3K | 0.00% | +2+0.1% | Added |
| Osbon Capital Management LLC | 1,516 | $19.9K | 0.02% | −45,216−96.8% | Reduced |
| Financial Management Professionals, Inc. | 1,492 | $19.8K | 0.00% | +19+1.3% | Added |
| Evolution Wealth Management Inc. | 1,510 | $19.8K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 1,400 | $18.4K | 0.01% | +1,400 | New |
| TD Waterhouse Canada Inc. | 1,400 | $18.1K | 0.00% | +1,400 | New |
| Institute for Wealth Management, LLC. | 1,250 | $16.4K | 0.00% | +1,250 | New |
| Fifth Third Bancorp | 1,241 | $16.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,193 | $15.6K | 0.00% | +181+17.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,187 | $15.6K | 0.00% | +45+3.9% | Added |
| Essential Partners LLC | 1,133 | $14.9K | 0.01% | +206+22.2% | Added |
| Aventura Private Wealth, LLC | 1,000 | $13.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1,000 | $13.0K | 0.00% | +1,000 | New |
| Optiver Holding B.V. | 875 | $11.5K | 0.00% | −257−22.7% | Reduced |
| Signature Resources Capital Management, LLC | 790 | $10.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 773 | $10.1K | 0.00% | +29+3.9% | Added |
| Geneos Wealth Management Inc. | 715 | $9.37K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 666 | $8.73K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 630 | $8.26K | 0.00% | −823−56.6% | Reduced |
| IFP Advisors, Inc | 614 | $8.05K | 0.00% | +554+923.3% | Added |
| Public Employees Retirement System of Ohio | 568 | $7.45K | 0.00% | +320+129.0% | Added |
| Steward Partners Investment Advisory, LLC | 504 | $6.60K | 0.00% | +304+152.0% | Added |
| Rockefeller Capital Management L.P. | 501 | $6.57K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 500 | $6.55K | 0.00% | +500 | New |
| Kerr Financial Planning Corp | 448 | $5.87K | 0.01% | +11+2.5% | Added |
| Rothschild Investment LLC | 353 | $4.63K | 0.00% | +123+53.5% | Added |
| SWAN Capital LLC | 337 | $4.42K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 333 | $4.37K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 307 | $4.03K | 0.00% | +307 | New |
| Vision Retirement, LLC | 300 | $3.93K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 300 | $3.88K | 0.00% | +219+270.4% | Added |
| Massmutual Trust Co FSB | 271 | $3.55K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 250 | $3.28K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 200 | $2.62K | 0.00% | +200 | New |
| SHP Wealth Management | 200 | $2.62K | 0.00% | +200 | New |
| Owl Creek Wealth Partners LLC | 185 | $2.43K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 147 | $2.00K | 0.00% | +135+1,125.0% | Added |
| Smartleaf Asset Management LLC | 113 | $1.49K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 100 | $1.31K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 79 | $1.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 75 | $984 | 0.00% | +75 | New |
| Bare Financial Services, Inc | 51 | $669 | 0.00% | −177−77.6% | Reduced |
| CoreCap Advisors, LLC | 48 | $629 | 0.00% | −6−11.1% | Reduced |
| Financial Consulate, Inc | 39 | $512 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $433 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 33 | $433 | 0.00% | +33 | New |
| JPL Wealth Management, LLC | 31 | $407 | 0.00% | +31 | New |
| American Capital Advisory, LLC | 24 | $315 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 10 | $131 | 0.00% | −57−85.1% | Reduced |
| Godfrey Financial Associates, Inc. | 7 | $92 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 0 | $1 | 0.00% | 0 | New |
| Capital Advisors, Ltd. LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −345,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −220,389−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −219,189−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −105,473−100.0% | Sold out |
| Point Nemo Capital, LLC | 0 | $0 | 0.00% | −90,154−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −60,229−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −57,482−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −32,018−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −26,112−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −23,891−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −18,071−100.0% | Sold out |