Skip to main content

Annaly Capital Management Inc

NLY
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001043219

In the last 90 days, Annaly Capital Management Inc insiders filed 0 open-market purchases and 1 sale; 792 institutions reported holding it in 13F filings for Q2 2026, worth $9.82B in total; no superinvestor holds it.

Other share classesNLY.PFNLY.PGNLY.PINLY.PJ

13F holders, Q4 2021

Institutional positions in Annaly Capital Management Inc as of Dec 31, 2021. 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
765
+60 vs. Q3 2021
Shares held
619.2M
−4.59M (−0.7%) vs. Q3 2021
Total value
$4.84B
−$411.9M (−7.8%) vs. Q3 2021
New holders
145
267 more added
Sold out
85
241 more reduced

15 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NLY 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.

Institutional holdersQ4 2021: 765 institutions
Q1 2021: 701 institutionsQ2 2021: 723 institutionsQ3 2021: 720 institutionsQ4 2021: 765 institutionsQ1 2022: 739 institutionsQ2 2022: 762 institutionsQ3 2022: 554 institutionsQ4 2022: 574 institutionsQ1 2023: 562 institutionsQ2 2023: 561 institutionsQ3 2023: 548 institutionsQ4 2023: 570 institutionsQ1 2024: 577 institutionsQ2 2024: 603 institutionsQ3 2024: 620 institutionsQ4 2024: 632 institutionsQ1 2025: 653 institutionsQ2 2025: 660 institutionsQ3 2025: 690 institutionsQ4 2025: 766 institutionsQ1 2026: 777 institutionsQ2 2026: 792 institutions
Value heldQ4 2021: $4.84B
Q1 2021: $5.14BQ2 2021: $5.62BQ3 2021: $5.26BQ4 2021: $4.84BQ1 2022: $4.49BQ2 2022: $4.51BQ3 2022: $4.33BQ4 2022: $5.18BQ1 2023: $4.98BQ2 2023: $4.99BQ3 2023: $4.68BQ4 2023: $5.04BQ1 2024: $5.07BQ2 2024: $4.72BQ3 2024: $5.97BQ4 2024: $6.10BQ1 2025: $7.03BQ2 2025: $6.95BQ3 2025: $7.84BQ4 2025: $9.24BQ1 2026: $8.88BQ2 2026: $9.82B
Institutions holding NLY and their total value by quarter
QuarterHoldersValue
Q2 2026792$9.82B
Q1 2026777$8.88B
Q4 2025766$9.24B
Q3 2025690$7.84B
Q2 2025660$6.95B
Q1 2025653$7.03B
Q4 2024632$6.10B
Q3 2024620$5.97B
Q2 2024603$4.72B
Q1 2024577$5.07B
Q4 2023570$5.04B
Q3 2023548$4.68B
Q2 2023561$4.99B
Q1 2023562$4.98B
Q4 2022574$5.18B
Q3 2022554$4.33B
Q2 2022762$4.51B
Q1 2022739$4.49B
Q4 2021765$4.84B
Q3 2021720$5.26B
Q2 2021723$5.62B
Q1 2021701$5.14B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Annaly Capital Management Inc; share changes are against Q3 2021.

Institutions holding NLY in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Mraz, Amerine & Associates, Inc.13,000$102.0K0.03%00.0%Unchanged
Lake Point Wealth Management13,000$102.0K0.04%00.0%Unchanged
Advance Capital Management, Inc.13,003$102.0K0.02%+13,003New
Gould Capital, LLC12,984$102.0K0.07%+12,984New
HB Wealth Management, LLC13,201$103.0K0.00%+13,201New
Patton Albertson Miller Group, LLC13,250$104.0K0.02%00.0%Unchanged
Investors Financial Group, LLC13,358$104.0K0.05%00.0%Unchanged
Trustco Bank Corp N Y13,401$105.0K0.09%−300−2.2%Reduced
Busey Wealth Management13,700$107.0K0.00%−16,500−54.6%Reduced
SFMG, LLC13,855$108.0K0.01%+3,855+38.6%Added
Vanguard Capital Wealth Advisors14,000$109.0K0.08%+12,400+775.0%Added
BLB&B Advisors, LLC13,970$109.0K0.01%−515−3.6%Reduced
O'Dell Group, LLC13,972$109.0K0.03%+349+2.6%Added
Leavell Investment Management, Inc.13,640$110.0K0.01%00.0%Unchanged
Exencial Wealth Advisors, LLC14,024$110.0K0.01%+2,001+16.6%Added
Sheets Smith Wealth Management14,200$111.0K0.01%00.0%Unchanged
Barrett Asset Management, LLC14,207$111.0K0.00%+450+3.3%Added
Alpha Omega Wealth Management LLC13,920$111.0K0.02%+13,920New
Bryn Mawr Trust Co14,275$112.0K0.00%−250−1.7%Reduced
First Heartland Consultants, Inc.14,557$113.0K0.01%−15,738−51.9%Reduced
Balentine LLC14,452$113.0K0.00%−5,960−29.2%Reduced
Good Life Advisors, LLC14,714$115.0K0.01%+3,630+32.7%Added
Boston Private Wealth LLC14,830$116.0K0.00%−305,882−95.4%Reduced
Change Path, LLC14,814$116.0K0.01%−1,544−9.4%Reduced
Main Street Financial Solutions, LLC14,851$116.0K0.02%00.0%Unchanged
American International Group, Inc.15,012$117.0K0.00%−557−3.6%Reduced
Garrison Bradford & Associates Inc15,000$117.0K0.10%00.0%Unchanged
Adell Harriman & Carpenter Inc15,000$117.3K0.01%−1,264−7.8%Reduced
Kalos Management, Inc.13,807$118.0K0.03%+903+7.0%Added
TFG Advisers LLC15,188$119.0K0.05%−410−2.6%Reduced
Xponance, Inc.15,253$119.0K0.00%+211+1.4%Added
First Midwest Bank Trust Division15,155$119.0K0.02%+15,155New
Regent Investment Management LLC15,316$120.0K0.03%−955−5.9%Reduced
Verition Fund Management LLC15,384$120.0K0.00%+15,384New
Central Trust Co15,487$121.0K0.00%+9,587+162.5%Added
Edge Wealth Management LLC15,550$122.0K0.02%−20.0%Reduced
Bokf, NA15,573$122.0K0.00%+1,120+7.7%Added
Summit Financial Wealth Advisors, LLC15,119$123.0K0.02%00.0%Unchanged
Brighton Jones LLC15,773$123.0K0.01%+1,973+14.3%Added
Hendershot Investments Inc.15,758$123.0K0.02%+15,758New
Reitz Capital Advisors LLC13,959$124.0K0.09%−9,098−39.5%Reduced
Latitude Advisors, LLC15,869$124.0K0.03%+392+2.5%Added
IPG Investment Advisors LLC15,400$124.0K0.02%+15,400New
Financial Advocates Investment Management16,327$127.0K0.01%+58+0.4%Added
Interchange Capital Partners, LLC16,243$127.0K0.13%+16,243New
Moors & Cabot, Inc.16,340$128.0K0.01%−5,191−24.1%Reduced
Edgestream Partners, L.P.16,535$129.0K0.01%−4,737−22.3%Reduced
Successful Portfolios LLC16,553$129.0K0.07%−319−1.9%Reduced
Newbridge Financial Services Group, Inc.16,560$129.0K0.06%+553+3.5%Added
United Asset Strategies, Inc.16,748$131.0K0.02%−74,147−81.6%Reduced
Wealth Alliance Advisory Group, LLC17,051$133.0K0.06%+325+1.9%Added
Meiji Yasuda Asset Management Co Ltd.16,964$133.0K0.01%+1,436+9.2%Added
Perennial Investment Advisors, LLC17,025$133.0K0.04%+17,025New
Botty Investors LLC16,750$135.0K0.04%−640,653−97.5%Reduced
BDO Wealth Advisors, LLC17,304$135.0K0.01%−16,513−48.8%Reduced
Prospera Financial Services Inc17,476$136.0K0.01%+318+1.9%Added
Csenge Advisory Group15,360$137.0K0.01%+15,360New
Mayflower Financial Advisors, LLC17,732$139.0K0.02%+17,732New
Founders Financial Alliance, LLC17,857$140.0K0.06%−1,674−8.6%Reduced
First National Bank18,014$141.0K0.12%−3,000−14.3%Reduced
Secure Asset Management, LLC18,212$142.0K0.06%+2,412+15.3%Added
Coastal Investment Advisors, Inc.18,139$142.0K0.03%+3,080+20.5%Added
FDx Advisors, Inc.18,601$145.0K0.00%−8,484−31.3%Reduced
Fiduciary Group LLC18,500$145.0K0.02%−2,000−9.8%Reduced
Ancora Advisors, LLC18,500$145.0K0.00%00.0%Unchanged
Matrix Private Capital Group LLC18,000$145.0K0.07%00.0%Unchanged
WealthBridge Capital Management, LLC18,600$145.0K0.05%+600+3.3%Added
Compass Financial Advisors LLC18,480$145.0K0.16%+18,480New
Zhang Financial LLC18,651$146.0K0.03%+435+2.4%Added
Franklin Resources Inc18,763$147.0K0.00%−217,657−92.1%Reduced
Caxton Associates LP18,880$148.0K0.02%−60,148−76.1%Reduced
Signaturefd, LLC18,947$148.0K0.00%−3,679−16.3%Reduced
Avantax Planning Partners, Inc.18,965$148.0K0.01%−2,770−12.7%Reduced
Cooper Financial Group19,101$149.0K0.06%−33,188−63.5%Reduced
Beacon Pointe Advisors, LLC19,050$149.0K0.00%+19,050New
Horizon Kinetics Asset Management LLC19,197$150.0K0.00%00.0%Unchanged
Savant Capital, LLC19,257$151.0K0.00%−90.0%Reduced
Sentinel Pension Advisors Inc19,300$151.0K0.05%+19,300New
Arete Wealth Advisors, LLC19,365$152.0K0.01%+19,365New
Machina Capital S.A.S.19,400$152.0K0.37%+19,400New
Texas Yale Capital Corp.19,628$153.0K0.01%00.0%Unchanged
Patten & Patten Inc19,656$154.0K0.01%−4,410−18.3%Reduced
Apriem Advisors19,900$156.0K0.02%−300−1.5%Reduced
First National Trust Co20,000$156.0K0.01%+10,000+100.0%Added
AlphaStar Capital Management, LLC19,885$158.0K0.01%−4,854−19.6%Reduced
Resources Investment Advisors, LLC.20,226$158.0K0.01%+1,111+5.8%Added
ShoreHaven Wealth Partners, LLC20,348$159.0K0.08%+80.0%Added
Wealthsource Partners, LLC20,500$160.0K0.01%−15,100−42.4%Reduced
Grandview Asset Management LLC20,400$160.0K0.06%+20,400New
Ameritas Advisory Services, LLC20,512$160.0K0.01%+20,512New
Cerity Partners LLC20,671$161.0K0.00%+5,157+33.2%Added
Essex Financial Services, Inc.20,679$162.0K0.02%−8,034−28.0%Reduced
Cutler Group LP20,809$162.0K0.01%+1,915+10.1%Added
Easterly Investment Partners LLC20,747$162.0K0.01%+20,747New
Sonora Investment Management Group, LLC20,774$162.0K0.02%+20,774New
Parallel Advisors, LLC20,989$164.0K0.01%−262−1.2%Reduced
Joel Isaacson & Co., LLC21,054$165.0K0.01%+235+1.1%Added
Paradigm Capital Management, LLC21,058$165.0K0.16%+21,058New
Gradient Investments LLC21,164$166.0K0.00%+4,510+27.1%Added
Tradition Wealth Management, LLC21,323$167.0K0.02%+2,513+13.4%Added