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, Q4 2023
Institutional positions in Annaly Capital Management Inc as of Dec 31, 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
- 570
- +31 vs. Q3 2023
- Shares held
- 259.4M
- +11.8M (+4.8%) vs. Q3 2023
- Total value
- $5.04B
- +$375.3M (+8.0%) vs. Q3 2023
- New holders
- 97
- 204 more added
- Sold out
- 66
- 191 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Annaly Capital Management Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rocky Mountain Advisers, LLC | 827 | $16.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 852 | $16.5K | 0.00% | −19,705−95.9% | Reduced |
| FSC Wealth Advisors, LLC | 900 | $17.4K | 0.01% | +900 | New |
| Raleigh Capital Management Inc. | 910 | $17.6K | 0.01% | +125+15.9% | Added |
| Pin Oak Investment Advisors Inc | 891 | $18.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 932 | $18.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,001 | $19.4K | 0.00% | −457−31.3% | Reduced |
| AdvisorNet Financial, Inc | 1,045 | $20.2K | 0.00% | −1,131−52.0% | Reduced |
| Hexagon Capital Partners LLC | 1,187 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,200 | $23.2K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,309 | $25.4K | 0.00% | +51+4.1% | Added |
| Proequities, Inc. | 1,286 | $25.7K | 0.00% | +259+25.2% | Added |
| NBC Securities, Inc. | 1,375 | $26.0K | 0.00% | −666−32.6% | Reduced |
| Desjardins Global Asset Management Inc. | 1,425 | $27.6K | 0.00% | +267+23.1% | Added |
| Core Wealth Advisors, Inc. | 1,450 | $28.1K | 0.01% | +1,000+222.2% | Added |
| Delos Wealth Advisors, LLC | 1,503 | $29.1K | 0.04% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,462 | $29.3K | 0.01% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 1,525 | $29.5K | 0.02% | +1,525 | New |
| North Star Investment Management Corp. | 1,625 | $31.5K | 0.00% | −597−26.9% | Reduced |
| Caldwell Trust Co | 1,648 | $31.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,705 | $32.7K | 0.01% | +1,705 | New |
| Farther Finance Advisors, LLC | 1,716 | $33.2K | 0.00% | +1,227+250.9% | Added |
| First United Bank Trust | 1,727 | $33.5K | 0.01% | +1,727 | New |
| GHP Investment Advisors, Inc. | 1,750 | $33.9K | 0.00% | −85−4.6% | Reduced |
| Central Bank & Trust Co | 1,755 | $34.0K | 0.01% | +1,755 | New |
| Toth Financial Advisory Corp | 1,814 | $35.1K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1,829 | $35.4K | 0.01% | +72+4.1% | Added |
| Hazlett, Burt & Watson, Inc. | 2,000 | $39.0K | 0.03% | −121−5.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,000 | $39.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 2,046 | $39.6K | 0.02% | −650−24.1% | Reduced |
| Larson Financial Group LLC | 2,094 | $40.6K | 0.00% | +41+2.0% | Added |
| Harbor Investment Advisory, LLC | 2,207 | $42.8K | 0.00% | −1,200−35.2% | Reduced |
| Salem Investment Counselors Inc | 2,223 | $44.9K | 0.00% | −510−18.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,337 | $45.3K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,403 | $47.9K | 0.00% | +1,982+470.8% | Added |
| Retirement Group, LLC | 2,481 | $48.1K | 0.02% | +2,263+1,038.1% | Added |
| Carmichael Hill & Associates, Inc. | 2,573 | $49.8K | 0.02% | +101+4.1% | Added |
| Activest Wealth Management | 2,604 | $50.4K | 0.03% | +2,604 | New |
| LM Advisors LLC | 2,700 | $52.3K | 0.01% | +2,700 | New |
| Quadrant Capital Group LLC | 2,703 | $52.4K | 0.00% | −4,882−64.4% | Reduced |
| Asset Dedication, LLC | 2,803 | $55.0K | 0.00% | +84+3.1% | Added |
| Atticus Wealth Management, LLC | 3,036 | $58.8K | 0.02% | +500+19.7% | Added |
| Cutler Group LP | 3,054 | $59.0K | 0.01% | −6,453−67.9% | Reduced |
| GWM Advisors LLC | 3,117 | $60.4K | 0.00% | −7,605−70.9% | Reduced |
| ORG Partners LLC | 3,187 | $61.7K | 0.01% | −13,500−80.9% | Reduced |
| UniSuper Management Pty Ltd | 3,200 | $62.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,229 | $63.0K | 0.01% | +3,229 | New |
| Archer Investment Corp | 3,273 | $63.4K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,299 | $63.9K | 0.00% | +485+17.2% | Added |
| National Bank of Canada | 3,324 | $64.0K | 0.00% | −292−8.1% | Reduced |
| PFS Partners, LLC | 3,329 | $64.5K | 0.04% | +68+2.1% | Added |
| Allworth Financial LP | 3,411 | $66.1K | 0.00% | +2,001+141.9% | Added |
| O'Dell Group, LLC | 3,591 | $69.6K | 0.02% | +3,591 | New |
| Signaturefd, LLC | 3,747 | $72.6K | 0.00% | −3,434−47.8% | Reduced |
| Bartlett & Co. LLC | 3,580 | $73.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,580 | $73.5K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 3,979 | $77.1K | 0.06% | +117+3.0% | Added |
| Baldwin Brothers Inc | 4,000 | $77.5K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,198 | $81.0K | 0.01% | −2,562−37.9% | Reduced |
| Gradient Investments LLC | 4,444 | $86.1K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4,500 | $87.2K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 4,705 | $91.1K | 0.07% | +2,705+135.3% | Added |
| Huntington National Bank | 4,801 | $93.0K | 0.00% | +363+8.2% | Added |
| IFP Advisors, Inc | 4,921 | $95.3K | 0.00% | +879+21.7% | Added |
| Truvestments Capital LLC | 4,925 | $95.4K | 0.04% | +4,625+1,541.7% | Added |
| CWM, LLC | 5,091 | $99.0K | 0.00% | −3,018−37.2% | Reduced |
| Centaurus Financial, Inc. | 5,198 | $101.0K | 0.01% | −1,457−21.9% | Reduced |
| Montag A & Associates Inc | 5,260 | $105.3K | 0.01% | +2,726+107.6% | Added |
| Abich Financial Wealth Management LLC | 5,598 | $108.4K | 0.10% | +5,598 | New |
| Highlander Capital Management, LLC | 6,399 | $123.9K | 0.04% | +2,100+48.8% | Added |
| Covestor Ltd | 6,404 | $124.0K | 0.08% | +135+2.2% | Added |
| SRS Capital Advisors, Inc. | 6,505 | $126.0K | 0.01% | −2,298−26.1% | Reduced |
| Creative Financial Designs Inc | 6,609 | $128.0K | 0.01% | +5,060+326.7% | Added |
| Armstrong Advisory Group, Inc | 7,304 | $141.5K | 0.01% | +2,689+58.3% | Added |
| Aspire Private Capital, LLC | 7,723 | $149.6K | 0.04% | +53+0.7% | Added |
| Private Trust Co NA | 7,867 | $152.4K | 0.02% | −3,009−27.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,529 | $165.2K | 0.00% | −11,120−56.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,801 | $170.5K | 0.08% | −1,230−12.3% | Reduced |
| Sunbelt Securities, Inc. | 9,375 | $181.6K | 0.02% | −475−4.8% | Reduced |
| Harbour Investments, Inc. | 9,955 | $192.8K | 0.01% | −254−2.5% | Reduced |
| ShoreHaven Wealth Partners, LLC | 10,000 | $193.7K | 0.12% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,262 | $198.8K | 0.03% | −99−1.0% | Reduced |
| PEAK6 Investments LLC | 10,335 | $200.2K | 0.01% | +10,335 | New |
| Sheaff Brock Investment Advisors, LLC | 10,360 | $200.7K | 0.02% | −5,395−34.2% | Reduced |
| Caption Management, LLC | 10,459 | $202.6K | 0.02% | +3,000+40.2% | Added |
| Cullen/Frost Bankers, Inc. | 10,478 | $203.0K | 0.00% | −1,722−14.1% | Reduced |
| AXA S.A. | 10,612 | $205.6K | 0.00% | −69,928−86.8% | Reduced |
| American Financial Advisors, LLC | 10,685 | $207.0K | 0.03% | +170+1.6% | Added |
| Cerity Partners LLC | 10,743 | $208.1K | 0.00% | −8,460−44.1% | Reduced |
| Sage Advisors, LLC | 10,772 | $208.7K | 0.21% | +10,772 | New |
| Pekin Hardy Strauss, Inc. | 10,774 | $208.7K | 0.03% | +250+2.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 10,840 | $210.0K | 0.00% | +10,840 | New |
| McAdam, LLC | 10,875 | $210.6K | 0.02% | −184−1.7% | Reduced |
| Ameritas Advisory Services, LLC | 10,973 | $211.4K | 0.01% | +10,973 | New |
| Hollencrest Capital Management | 10,930 | $211.7K | 0.02% | −1,535−12.3% | Reduced |
| Mutual Advisors, LLC | 10,937 | $211.9K | 0.01% | −844−7.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,970 | $212.5K | 0.00% | −456−4.0% | Reduced |
| Vestcor Inc | 10,972 | $213.0K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 11,011 | $213.7K | 0.09% | +46+0.4% | Added |