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 |
|---|---|---|---|---|---|
| Huntington National Bank | 4,438 | $83.5K | 0.00% | +938+26.8% | Added |
| Highlander Capital Management, LLC | 4,299 | $81.0K | 0.03% | +3,175+282.5% | Added |
| IFP Advisors, Inc | 4,042 | $76.0K | 0.00% | +125+3.2% | Added |
| Baldwin Brothers Inc | 4,000 | $75.2K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 3,862 | $70.8K | 0.06% | +89+2.4% | Added |
| Bartlett & Co. LLC | 3,580 | $70.0K | 0.00% | −250−6.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,580 | $69.7K | 0.00% | −250−6.5% | Reduced |
| National Bank of Canada | 3,616 | $66.2K | 0.00% | +121+3.5% | Added |
| Johnson Midwest Financial, LLC | 3,442 | $64.7K | 0.14% | +13+0.4% | Added |
| Harbor Investment Advisory, LLC | 3,407 | $64.1K | 0.01% | −675−16.5% | Reduced |
| Archer Investment Corp | 3,273 | $61.6K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,261 | $61.3K | 0.05% | +14+0.4% | Added |
| UniSuper Management Pty Ltd | 3,200 | $60.2K | 0.00% | 00.0% | Unchanged |
| Tobam | 2,907 | $55.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,733 | $53.2K | 0.00% | +510+22.9% | Added |
| Fifth Third Bancorp | 2,814 | $52.9K | 0.00% | +773+37.9% | Added |
| Register Financial Advisors LLC | 2,750 | $51.7K | 0.04% | −250−8.3% | Reduced |
| Asset Dedication, LLC | 2,719 | $51.0K | 0.00% | +64+2.4% | Added |
| Deseret Mutual Benefit Administrators | 2,696 | $50.7K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,534 | $49.3K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 2,536 | $47.7K | 0.02% | +40+1.6% | Added |
| Carmichael Hill & Associates, Inc. | 2,472 | $46.5K | 0.02% | +1,172+90.2% | Added |
| Beaird Harris Wealth Management, LLC | 2,337 | $44.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,222 | $41.8K | 0.00% | +18+0.8% | Added |
| AdvisorNet Financial, Inc | 2,176 | $40.9K | 0.00% | −10−0.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,121 | $40.0K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,053 | $38.6K | 0.00% | +31+1.5% | Added |
| 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 |
| Western Pacific Wealth Management, LP | 2,000 | $37.6K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,975 | $37.1K | 0.00% | +1,250+172.4% | Added |
| Clear Street Markets LLC | 1,900 | $36.0K | 0.03% | −3,600−65.5% | Reduced |
| BluePath Capital Management, LLC | 1,825 | $34.3K | 0.03% | +1,825 | New |
| Toth Financial Advisory Corp | 1,814 | $34.1K | 0.01% | −950−34.4% | Reduced |
| TSFG, LLC | 1,825 | $34.0K | 0.01% | +179+10.9% | Added |
| GHP Investment Advisors, Inc. | 1,835 | $32.2K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,757 | $31.1K | 0.01% | +55+3.2% | Added |
| Caldwell Trust Co | 1,648 | $31.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,631 | $30.7K | 0.00% | −21−1.3% | Reduced |
| Delos Wealth Advisors, LLC | 1,503 | $30.5K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,549 | $29.1K | 0.00% | −88−5.4% | Reduced |
| Evermay Wealth Management LLC | 1,462 | $28.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,458 | $27.4K | 0.00% | −122−7.7% | Reduced |
| Allworth Financial LP | 1,410 | $26.5K | 0.00% | +91+6.9% | Added |
| Jamison Private Wealth Management, Inc. | 1,258 | $23.7K | 0.00% | +1,258 | New |
| Glassman Wealth Services | 1,251 | $23.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,250 | $23.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,237 | $23.3K | 0.01% | +1,237 | New |
| Tradewinds Capital Management, LLC | 1,200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,187 | $22.3K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,158 | $21.8K | 0.00% | −12,315−91.4% | Reduced |
| JFS Wealth Advisors, LLC | 1,125 | $21.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,086 | $20.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,027 | $20.0K | 0.00% | −22−2.1% | Reduced |
| Riverview Trust Co | 1,014 | $19.1K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 932 | $17.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 862 | $17.2K | 0.00% | +849+6,530.8% | Added |
| Pin Oak Investment Advisors Inc | 891 | $17.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 892 | $16.8K | 0.01% | +27+3.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 835 | $15.7K | 0.01% | +835 | New |
| Rocky Mountain Advisers, LLC | 827 | $15.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 817 | $15.4K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 809 | $15.2K | 0.02% | +809 | New |
| Financial Connections Group, Inc. | 822 | $15.0K | 0.02% | −562−40.6% | Reduced |
| Raleigh Capital Management Inc. | 785 | $14.8K | 0.01% | +460+141.5% | Added |
| HM Payson & Co | 775 | $14.6K | 0.00% | +375+93.8% | Added |
| Webster Bank, N. A. | 750 | $14.1K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 750 | $14.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 748 | $14.1K | 0.00% | −170−18.5% | Reduced |
| AllSquare Wealth Management LLC | 747 | $14.1K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 744 | $14.0K | 0.00% | +19+2.6% | Added |
| Ci Investments Inc. | 752 | $14.0K | 0.00% | +59+8.5% | Added |
| Ronald Blue Trust, Inc. | 708 | $14.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 742 | $14.0K | 0.01% | +385+107.8% | Added |
| JNBA Financial Advisors | 709 | $13.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 700 | $13.2K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 680 | $13.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 665 | $12.5K | 0.01% | +665 | New |
| Founders Capital Management | 625 | $11.8K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 600 | $11.3K | 0.00% | +600 | New |
| JTC Employer Solutions Trusteee Ltd | 605 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 559 | $10.5K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 510 | $9.61K | 0.00% | +9+1.8% | Added |
| Farther Finance Advisors, LLC | 489 | $9.20K | 0.00% | +241+97.2% | Added |
| FinTrust Capital Advisors, LLC | 484 | $9.11K | 0.00% | +46+10.5% | Added |
| Bogart Wealth, LLC | 480 | $9.03K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 450 | $8.46K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 421 | $8.15K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 412 | $8.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 422 | $7.94K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $7.53K | 0.00% | −500−55.6% | Reduced |
| Parkside Financial Bank & Trust | 381 | $7.17K | 0.00% | −26−6.4% | Reduced |
| Chesapeake Asset Management LLC | 333 | $6.26K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 325 | $6.12K | 0.00% | +10+3.2% | Added |
| PSI Advisors, LLC | 325 | $6.11K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 320 | $6.02K | 0.00% | +320 | New |
| Truvestments Capital LLC | 300 | $5.64K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 296 | $5.57K | 0.00% | 00.0% | Unchanged |