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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 792 | $9.82B |
| Q1 2026 | 777 | $8.88B |
| Q4 2025 | 766 | $9.24B |
| Q3 2025 | 690 | $7.84B |
| Q2 2025 | 660 | $6.95B |
| Q1 2025 | 653 | $7.03B |
| Q4 2024 | 632 | $6.10B |
| Q3 2024 | 620 | $5.97B |
| Q2 2024 | 603 | $4.72B |
| Q1 2024 | 577 | $5.07B |
| Q4 2023 | 570 | $5.04B |
| Q3 2023 | 548 | $4.68B |
| Q2 2023 | 561 | $4.99B |
| Q1 2023 | 562 | $4.98B |
| Q4 2022 | 574 | $5.18B |
| Q3 2022 | 554 | $4.33B |
| Q2 2022 | 762 | $4.51B |
| Q1 2022 | 739 | $4.49B |
| Q4 2021 | 765 | $4.84B |
| Q3 2021 | 720 | $5.26B |
| Q2 2021 | 723 | $5.62B |
| Q1 2021 | 701 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Operose Advisors LLC | 1,237 | $23.3K | 0.01% | +1,237 | New |
| Optimum Investment Advisors | 1,250 | $23.5K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,251 | $23.5K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,258 | $23.7K | 0.00% | +1,258 | New |
| Allworth Financial LP | 1,410 | $26.5K | 0.00% | +91+6.9% | Added |
| EverSource Wealth Advisors, LLC | 1,458 | $27.4K | 0.00% | −122−7.7% | Reduced |
| Evermay Wealth Management LLC | 1,462 | $28.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,549 | $29.1K | 0.00% | −88−5.4% | Reduced |
| Delos Wealth Advisors, LLC | 1,503 | $30.5K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,631 | $30.7K | 0.00% | −21−1.3% | Reduced |
| Caldwell Trust Co | 1,648 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,757 | $31.1K | 0.01% | +55+3.2% | Added |
| GHP Investment Advisors, Inc. | 1,835 | $32.2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1,825 | $34.0K | 0.01% | +179+10.9% | Added |
| Toth Financial Advisory Corp | 1,814 | $34.1K | 0.01% | −950−34.4% | Reduced |
| BluePath Capital Management, LLC | 1,825 | $34.3K | 0.03% | +1,825 | New |
| Clear Street Markets LLC | 1,900 | $36.0K | 0.03% | −3,600−65.5% | Reduced |
| Sound Income Strategies, LLC | 1,975 | $37.1K | 0.00% | +1,250+172.4% | Added |
| Western Pacific Wealth Management, LP | 2,000 | $37.6K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $38.0K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,041 | $38.0K | 0.00% | +2,041 | New |
| Larson Financial Group LLC | 2,053 | $38.6K | 0.00% | +31+1.5% | Added |
| Hazlett, Burt & Watson, Inc. | 2,121 | $40.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,176 | $40.9K | 0.00% | −10−0.5% | Reduced |
| North Star Investment Management Corp. | 2,222 | $41.8K | 0.00% | +18+0.8% | Added |
| Beaird Harris Wealth Management, LLC | 2,337 | $44.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2,472 | $46.5K | 0.02% | +1,172+90.2% | Added |
| Atticus Wealth Management, LLC | 2,536 | $47.7K | 0.02% | +40+1.6% | Added |
| Montag A & Associates Inc | 2,534 | $49.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,696 | $50.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,719 | $51.0K | 0.00% | +64+2.4% | Added |
| Register Financial Advisors LLC | 2,750 | $51.7K | 0.04% | −250−8.3% | Reduced |
| Fifth Third Bancorp | 2,814 | $52.9K | 0.00% | +773+37.9% | Added |
| Salem Investment Counselors Inc | 2,733 | $53.2K | 0.00% | +510+22.9% | Added |
| Tobam | 2,907 | $55.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,200 | $60.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,261 | $61.3K | 0.05% | +14+0.4% | Added |
| Archer Investment Corp | 3,273 | $61.6K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,407 | $64.1K | 0.01% | −675−16.5% | Reduced |
| Johnson Midwest Financial, LLC | 3,442 | $64.7K | 0.14% | +13+0.4% | Added |
| National Bank of Canada | 3,616 | $66.2K | 0.00% | +121+3.5% | Added |
| Bartlett & Co. Wealth Management LLC | 3,580 | $69.7K | 0.00% | −250−6.5% | Reduced |
| Bartlett & Co. LLC | 3,580 | $70.0K | 0.00% | −250−6.5% | Reduced |
| Gould Capital, LLC | 3,862 | $70.8K | 0.06% | +89+2.4% | Added |
| Baldwin Brothers Inc | 4,000 | $75.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,042 | $76.0K | 0.00% | +125+3.2% | Added |
| Highlander Capital Management, LLC | 4,299 | $81.0K | 0.03% | +3,175+282.5% | Added |
| Huntington National Bank | 4,438 | $83.5K | 0.00% | +938+26.8% | Added |
| Gradient Investments LLC | 4,444 | $83.6K | 0.00% | −959−17.7% | Reduced |
| Tompkins Financial Corp | 4,500 | $84.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,615 | $86.8K | 0.01% | +10+0.2% | Added |
| Global Retirement Partners, LLC | 5,065 | $88.5K | 0.00% | −323−6.0% | Reduced |
| Catalyst Capital Advisors LLC | 4,875 | $91.7K | 0.00% | −580−10.6% | Reduced |
| Atlantic Trust, LLC | 5,660 | $106.5K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 6,269 | $118.0K | 0.09% | +1,149+22.4% | Added |
| Centaurus Financial, Inc. | 6,655 | $125.0K | 0.01% | −456−6.4% | Reduced |
| Tradition Wealth Management, LLC | 6,760 | $127.0K | 0.02% | −500−6.9% | Reduced |
| Signaturefd, LLC | 7,181 | $135.1K | 0.00% | −91−1.3% | Reduced |
| Caption Management, LLC | 7,459 | $140.3K | 0.02% | +7,459 | New |
| Quadrant Capital Group LLC | 7,585 | $142.7K | 0.01% | +1,166+18.2% | Added |
| Aspire Private Capital, LLC | 7,670 | $144.3K | 0.05% | +3,958+106.6% | Added |
| CWM, LLC | 8,109 | $153.0K | 0.00% | −84−1.0% | Reduced |
| SRS Capital Advisors, Inc. | 8,803 | $165.6K | 0.02% | −6−0.1% | Reduced |
| Cutler Group LP | 9,507 | $178.0K | 0.03% | −7,164−43.0% | Reduced |
| Sunbelt Securities, Inc. | 9,850 | $185.3K | 0.03% | +2,250+29.6% | Added |
| ShoreHaven Wealth Partners, LLC | 10,000 | $188.1K | 0.13% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10,031 | $188.7K | 0.09% | −951−8.7% | Reduced |
| Meridian Investment Counsel Inc. | 10,168 | $191.3K | 0.07% | −525−4.9% | Reduced |
| Harbour Investments, Inc. | 10,209 | $192.0K | 0.01% | −269−2.6% | Reduced |
| Reitz Capital Advisors LLC | 11,099 | $194.6K | 0.37% | +11,099 | New |
| Baker Tilly Wealth Management, LLC | 10,361 | $194.9K | 0.03% | +10,361 | New |
| American Financial Advisors, LLC | 10,515 | $197.8K | 0.03% | −1,864−15.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 10,524 | $198.0K | 0.03% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 10,595 | $199.3K | 0.00% | −1,820−14.7% | Reduced |
| GWM Advisors LLC | 10,722 | $201.7K | 0.00% | −408−3.7% | Reduced |
| Paragon Capital Management Ltd | 10,782 | $202.8K | 0.05% | −1,239−10.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,815 | $203.4K | 0.00% | −48,567−81.8% | Reduced |
| Private Trust Co NA | 10,876 | $204.6K | 0.03% | +709+7.0% | Added |
| Vestcor Inc | 10,972 | $206.0K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 10,965 | $206.7K | 0.10% | −257−2.3% | Reduced |
| Mission Wealth Management, LP | 10,988 | $206.7K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 11,059 | $208.0K | 0.02% | −160−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 11,168 | $210.0K | 0.00% | +11,168 | New |
| Federation des caisses Desjardins du Quebec | 11,426 | $214.9K | 0.00% | −2,461−17.7% | Reduced |
| M Holdings Securities, Inc. | 11,549 | $217.0K | 0.03% | +11,549 | New |
| Wealthcare Advisory Partners LLC | 11,624 | $218.6K | 0.01% | +821+7.6% | Added |
| King Luther Capital Management Corp | 11,768 | $221.4K | 0.00% | +29+0.2% | Added |
| Mutual Advisors, LLC | 11,781 | $221.6K | 0.01% | +202+1.7% | Added |
| Mills Wealth Advisors LLC | 11,867 | $223.2K | 0.18% | +1,659+16.3% | Added |
| Jupiter Wealth Management LLC | 13,176 | $224.1K | 0.15% | +926+7.6% | Added |
| Arete Wealth Advisors, LLC | 11,980 | $225.3K | 0.04% | −4,057−25.3% | Reduced |
| Axxcess Wealth Management, LLC | 12,064 | $226.9K | 0.01% | +12,064 | New |
| Cullen/Frost Bankers, Inc. | 12,200 | $229.5K | 0.00% | −4,133−25.3% | Reduced |
| NWF Advisory Services Inc. | 12,227 | $230.0K | 0.05% | −213−1.7% | Reduced |
| Hollencrest Capital Management | 12,465 | $234.5K | 0.03% | −31,873−71.9% | Reduced |
| Bridgefront Capital, LLC | 12,538 | $235.8K | 0.17% | +12,538 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,553 | $236.1K | 0.03% | +12,553 | New |
| HB Wealth Management, LLC | 12,578 | $236.6K | 0.00% | +1,145+10.0% | Added |
| H&H Retirement Design & Management INC | 13,656 | $239.4K | 0.17% | +364+2.7% | Added |
| Next Level Private LLC | 13,092 | $239.9K | 0.16% | +394+3.1% | Added |