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, Q3 2023

Institutional positions in Annaly Capital Management Inc as of Sep 30, 2023. 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
548
−5 vs. Q2 2023
Shares held
248.4M
−2.14M (−0.9%) vs. Q2 2023
Total value
$4.68B
−$304.5M (−6.1%) vs. Q2 2023
New holders
57
189 more added
Sold out
62
189 more reduced

8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 holdersQ3 2023: 548 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 heldQ3 2023: $4.68B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Annaly Capital Management Inc; share changes are against Q2 2023.

Institutions holding NLY in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC25$00.00%−378−93.8%Reduced
Avion Wealth24$00.00%+24New
Caldwell Sutter Capital, Inc.6$1130.00%−525−98.9%Reduced
DHJJ Financial Advisors, Ltd.7$1320.00%+7New
Kayne Anderson Rudnick Investment Management LLC10$1880.00%00.0%Unchanged
St Germain D J Co Inc12$2260.00%00.0%Unchanged
Coppell Advisory Solutions LLC12$2530.00%+5+71.4%Added
Tfo-TDC, LLC17$3400.00%+17New
Denali Advisors LLC21$3950.00%00.0%Unchanged
Stephens Consulting, LLC25$4710.00%00.0%Unchanged
Raffa Wealth Management, LLC26$4890.00%00.0%Unchanged
Tortoise Investment Management, LLC29$5450.00%+1+3.6%Added
Your Advocates Ltd., LLP30$5640.00%00.0%Unchanged
Fortis Group Advisors, LLC34$6400.00%+34New
Bokf, NA47$7340.00%+47New
Semmax Financial Advisors Inc.44$7510.00%+44New
Hoey Investments, Inc41$7720.00%+41New
Baker Avenue Asset Management, LP48$9030.00%00.0%Unchanged
Luken Investment Analytics, LLC50$9410.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC74$1.00K0.00%−1,009−93.2%Reduced
Valley National Advisers Inc50$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC61$1.19K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC68$1.29K0.00%+2+3.0%Added
Godsey & Gibb Associates72$1.35K0.00%00.0%Unchanged
Lee Financial Co75$1.41K0.00%+75New
Glass Jacobson Investment Advisors llc80$1.50K0.00%00.0%Unchanged
Provence Wealth Management Group100$1.88K0.00%+100New
Red Tortoise LLC106$1.99K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.125$2.35K0.00%00.0%Unchanged
Clearstead Advisors, LLC125$2.35K0.00%00.0%Unchanged
Versant Capital Management, Inc131$2.46K0.00%00.0%Unchanged
JJJ Advisors Inc.127$2.47K0.00%00.0%Unchanged
Investors Research Corp150$2.82K0.00%00.0%Unchanged
Earnest Partners LLC166$3.12K0.00%00.0%Unchanged
Antonetti Capital Management LLC175$3.29K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC183$3.44K0.00%00.0%Unchanged
First Command Advisory Services, Inc.187$3.52K0.00%+187New
Farmers & Merchants Investments Inc205$3.86K0.00%00.0%Unchanged
Ogorek Anthony Joseph221$4.00K0.00%+7+3.3%Added
Retirement Group, LLC218$4.10K0.00%00.0%Unchanged
Beacon Capital Management, LLC210$4.20K0.00%00.0%Unchanged
City Holding Co230$4.32K0.00%−43−15.8%Reduced
Mascoma Wealth Management LLC250$4.70K0.00%00.0%Unchanged
Legacy Financial Group LLC250$4.70K0.00%+250New
Carmel Capital Partners, LLC250$4.70K0.00%+250New
Bell Investment Advisors, Inc253$4.76K0.00%−39−13.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC258$4.85K0.00%00.0%Unchanged
Coston, McIsaac & Partners268$5.00K0.00%+8+3.1%Added
RFP Financial Group LLC296$5.57K0.00%00.0%Unchanged
Truvestments Capital LLC300$5.64K0.00%00.0%Unchanged
Trust Co of Vermont320$6.02K0.00%+320New
PSI Advisors, LLC325$6.11K0.00%00.0%Unchanged
Robinswood Financial LLC325$6.12K0.00%+10+3.2%Added
Chesapeake Asset Management LLC333$6.26K0.01%00.0%Unchanged
Parkside Financial Bank & Trust381$7.17K0.00%−26−6.4%Reduced
Central Trust Co400$7.53K0.00%−500−55.6%Reduced
M&R Capital Management Inc422$7.94K0.00%00.0%Unchanged
Resources Management Corp412$8.00K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt421$8.15K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.450$8.46K0.00%00.0%Unchanged
Bogart Wealth, LLC480$9.03K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC484$9.11K0.00%+46+10.5%Added
Farther Finance Advisors, LLC489$9.20K0.00%+241+97.2%Added
First Manhattan Co510$9.61K0.00%+9+1.8%Added
Mark Sheptoff Financial Planning, LLC559$10.5K0.01%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd605$11.0K0.00%00.0%Unchanged
Elequin Capital LP600$11.3K0.00%+600New
Founders Capital Management625$11.8K0.01%00.0%Unchanged
Headlands Technologies LLC665$12.5K0.01%+665New
Byrne Asset Management LLC680$13.0K0.01%00.0%Unchanged
West Branch Capital LLC700$13.2K0.01%00.0%Unchanged
JNBA Financial Advisors709$13.3K0.00%00.0%Unchanged
Ci Investments Inc.752$14.0K0.00%+59+8.5%Added
Ronald Blue Trust, Inc.708$14.0K0.00%00.0%Unchanged
AlphaMark Advisors, LLC742$14.0K0.01%+385+107.8%Added
Stonebridge Capital Advisors LLC744$14.0K0.00%+19+2.6%Added
AllSquare Wealth Management LLC747$14.1K0.01%00.0%Unchanged
Lindbrook Capital, LLC748$14.1K0.00%−170−18.5%Reduced
Webster Bank, N. A.750$14.1K0.00%00.0%Unchanged
American State Bank (Iowa)750$14.1K0.01%00.0%Unchanged
HM Payson & Co775$14.6K0.00%+375+93.8%Added
Raleigh Capital Management Inc.785$14.8K0.01%+460+141.5%Added
Financial Connections Group, Inc.822$15.0K0.02%−562−40.6%Reduced
LGT Financial Advisors LLC809$15.2K0.02%+809New
Plante Moran Financial Advisors, LLC817$15.4K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC827$15.6K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC835$15.7K0.01%+835New
Oliver Lagore Vanvalin Investment Group892$16.8K0.01%+27+3.1%Added
Pin Oak Investment Advisors Inc891$17.0K0.02%00.0%Unchanged
Strategic Investment Solutions, Inc.862$17.2K0.00%+849+6,530.8%Added
Focused Wealth Management, Inc932$17.5K0.00%00.0%Unchanged
Washington Trust Co1,000$18.8K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,000$19.0K0.00%00.0%Unchanged
Riverview Trust Co1,014$19.1K0.02%00.0%Unchanged
Proequities, Inc.1,027$20.0K0.00%−22−2.1%Reduced
Cary Street Partner Investment Advisory LLC1,086$20.4K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC1,125$21.2K0.00%00.0%Unchanged
Desjardins Global Asset Management Inc.1,158$21.8K0.00%−12,315−91.4%Reduced
Hexagon Capital Partners LLC1,187$22.3K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC1,200$22.6K0.01%00.0%Unchanged