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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 11,107 | $215.1K | 0.01% | +11,107 | New |
| Valley Brook Capital Group | 8,810 | $215.9K | 0.19% | +8,810 | New |
| Silverberg Bernstein Capital Management LLC | 11,182 | $216.6K | 0.21% | +11,182 | New |
| Atomi Financial Group, Inc. | 11,492 | $222.6K | 0.03% | +11,492 | New |
| Peapack Gladstone Financial Corp | 11,503 | $223.0K | 0.00% | −5,036−30.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,519 | $223.1K | 0.00% | +704+6.5% | Added |
| Investment Management Corp of Ontario | 11,540 | $223.5K | 0.01% | +11,540 | New |
| M Holdings Securities, Inc. | 11,639 | $225.0K | 0.03% | +90+0.8% | Added |
| Prospect Financial Services LLC | 11,708 | $226.8K | 0.23% | +11,708 | New |
| King Luther Capital Management Corp | 11,739 | $227.4K | 0.00% | −29−0.2% | Reduced |
| Arete Wealth Advisors, LLC | 11,740 | $227.4K | 0.02% | −240−2.0% | Reduced |
| Mills Wealth Advisors LLC | 11,748 | $227.6K | 0.17% | −119−1.0% | Reduced |
| Wealthcare Advisory Partners LLC | 11,816 | $228.9K | 0.01% | +192+1.7% | Added |
| Parallel Advisors, LLC | 11,896 | $230.4K | 0.01% | −3,911−24.7% | Reduced |
| NWF Advisory Services Inc. | 11,907 | $230.6K | 0.05% | −320−2.6% | Reduced |
| Lockheed Martin Investment Management Co | 10,364 | $234.9K | 0.02% | −4,500−30.3% | Reduced |
| Pathstone Holdings, LLC | 12,139 | $235.2K | 0.00% | +12,139 | New |
| Sciencast Management LP | 12,449 | $241.1K | 0.13% | +12,449 | New |
| AlphaCore Capital LLC | 12,077 | $241.8K | 0.04% | +12,077 | New |
| Stratos Wealth Partners, LTD. | 12,518 | $242.5K | 0.00% | −2,057−14.1% | Reduced |
| Concurrent Investment Advisors, LLC | 12,778 | $247.5K | 0.01% | +12,778 | New |
| Reitz Capital Advisors LLC | 12,912 | $250.1K | 0.45% | +1,813+16.3% | Added |
| Strategic Blueprint, LLC | 13,137 | $254.5K | 0.02% | +48+0.4% | Added |
| Jupiter Wealth Management LLC | 13,176 | $255.2K | 0.15% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 13,288 | $257.4K | 0.04% | −2,396−15.3% | Reduced |
| Prospera Financial Services Inc | 13,434 | $260.2K | 0.01% | −307−2.2% | Reduced |
| H&H Retirement Design & Management INC | 14,134 | $265.9K | 0.17% | +478+3.5% | Added |
| Dynamic Advisor Solutions LLC | 13,937 | $266.2K | 0.01% | +13,937 | New |
| Coastwise Capital Group, LLC | 13,743 | $266.2K | 0.27% | −177−1.3% | Reduced |
| Bridgefront Capital, LLC | 13,817 | $267.6K | 0.20% | +1,279+10.2% | Added |
| Profund Advisors LLC | 13,868 | $268.6K | 0.01% | +560+4.2% | Added |
| Fiduciary Family Office, LLC | 13,896 | $269.2K | 0.12% | +13,896 | New |
| Edgewood Management LLC | 14,000 | $271.2K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 14,140 | $273.9K | 0.13% | −1,693−10.7% | Reduced |
| Lincoln National Corp | 14,317 | $277.3K | 0.00% | −181−1.2% | Reduced |
| Ossiam | 14,334 | $277.6K | 0.00% | −17,283−54.7% | Reduced |
| Clear Street Markets LLC | 14,400 | $279.0K | 0.11% | +12,500+657.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 14,611 | $283.0K | 0.04% | −1,363−8.5% | Reduced |
| Ritholtz Wealth Management | 14,839 | $287.4K | 0.01% | +24+0.2% | Added |
| Triumph Capital Management | 15,047 | $291.5K | 0.12% | −357−2.3% | Reduced |
| Belpointe Asset Management LLC | 15,056 | $291.6K | 0.03% | +315+2.1% | Added |
| Guidance Point Advisors, LLC | 15,224 | $294.9K | 0.11% | −36−0.2% | Reduced |
| Welch Group, LLC | 15,247 | $295.3K | 0.02% | +15,247 | New |
| Legacy Advisors, LLC | 15,261 | $295.6K | 0.04% | +15,261 | New |
| Panagora Asset Management Inc | 15,515 | $300.5K | 0.00% | +15,515 | New |
| Park Avenue Securities LLC | 15,794 | $306.0K | 0.00% | −2,850−15.3% | Reduced |
| Two Sigma Securities, LLC | 15,910 | $308.2K | 0.01% | +15,910 | New |
| Paradigm Financial Partners, LLC | 16,302 | $315.8K | 0.08% | +2,641+19.3% | Added |
| Solidarilty Wealth, LLC | 15,941 | $319.1K | 0.12% | −8,878−35.8% | Reduced |
| Castleview Partners, LLC | 16,535 | $320.3K | 0.22% | +319+2.0% | Added |
| Toroso Investments, LLC | 16,843 | $326.2K | 0.01% | +1,605+10.5% | Added |
| SkyOak Wealth, LLC | 16,893 | $327.2K | 0.09% | −8,327−33.0% | Reduced |
| Equitable Holdings, Inc. | 17,063 | $330.5K | 0.00% | +2,273+15.4% | Added |
| Tyler-Stone Wealth Management | 17,075 | $330.7K | 0.17% | +175+1.0% | Added |
| Avantax Advisory Services, Inc. | 17,207 | $333.3K | 0.00% | +1,820+11.8% | Added |
| Robeco Institutional Asset Management B.V. | 17,363 | $336.3K | 0.00% | 00.0% | Unchanged |
| APG Asset Management N.V. | 19,608 | $343.8K | 0.00% | +132+0.7% | Added |
| J.W. Cole Advisors, Inc. | 17,826 | $345.3K | 0.02% | +4,924+38.2% | Added |
| Sigma Planning Corp | 17,835 | $345.5K | 0.03% | −25,776−59.1% | Reduced |
| Veriti Management LLC | 18,053 | $349.7K | 0.03% | +953+5.6% | Added |
| Agf Management Ltd | 18,152 | $351.6K | 0.00% | +18,152 | New |
| CIBC Asset Management Inc | 18,320 | $354.9K | 0.00% | −1,188−6.1% | Reduced |
| HBK Sorce Advisory LLC | 18,422 | $356.8K | 0.01% | +364+2.0% | Added |
| World Equity Group, Inc. | 18,526 | $358.9K | 0.07% | +232+1.3% | Added |
| JustInvest LLC | 18,721 | $362.6K | 0.01% | −19,990−51.6% | Reduced |
| Aviva PLC | 18,960 | $367.3K | 0.00% | −345,075−94.8% | Reduced |
| E. Ohman J:or Asset Management AB | 18,975 | $367.5K | 0.01% | −6,300−24.9% | Reduced |
| Wedmont Private Capital | 18,922 | $370.9K | 0.03% | −64−0.3% | Reduced |
| Lafayette Investments, Inc. | 19,300 | $373.8K | 0.09% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 19,325 | $374.3K | 0.06% | +19,325 | New |
| Williams Jones Wealth Management, LLC. | 19,450 | $376.7K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 19,805 | $383.6K | 0.01% | +349+1.8% | Added |
| RKL Wealth Management LLC | 20,000 | $387.4K | 0.04% | +20,000 | New |
| All Season Financial Advisors, Inc. | 20,188 | $391.0K | 0.33% | −6,047−23.0% | Reduced |
| Herr Investment Group LLC | 20,700 | $401.0K | 0.11% | +20,700 | New |
| Impact Partnership Wealth, LLC | 21,514 | $416.7K | 0.15% | +5,753+36.5% | Added |
| La Banque Postale Asset Management SA | 21,537 | $417.2K | 0.01% | −30,195−58.4% | Reduced |
| Shelton Capital Management | 21,569 | $417.8K | 0.01% | −505−2.3% | Reduced |
| Tudor Investment Corp Et Al | 21,587 | $418.1K | 0.01% | +21,587 | New |
| Nations Financial Group Inc, | 21,782 | $421.9K | 0.04% | +761+3.6% | Added |
| Global Retirement Partners, LLC | 21,868 | $422.9K | 0.02% | +16,803+331.7% | Added |
| Samalin Investment Counsel, LLC | 21,844 | $423.1K | 0.21% | +8,503+63.7% | Added |
| Kovack Advisors, Inc. | 22,116 | $428.4K | 0.05% | −379−1.7% | Reduced |
| WMG Financial Advisors, LLC | 22,304 | $432.0K | 0.28% | +1,475+7.1% | Added |
| Teacher Retirement System of Texas | 22,703 | $440.0K | 0.00% | −15,563−40.7% | Reduced |
| M&T Bank Corp | 22,856 | $442.8K | 0.00% | +124+0.5% | Added |
| Family Asset Management, LLC | 22,961 | $444.8K | 0.30% | +596+2.7% | Added |
| Oder Investment Management, LLC | 23,908 | $463.1K | 0.46% | −3,406−12.5% | Reduced |
| Franklin Resources Inc | 24,575 | $476.0K | 0.00% | +503+2.1% | Added |
| CI Private Wealth, LLC | 24,656 | $477.6K | 0.00% | −2,147−8.0% | Reduced |
| Krane Funds Advisors LLC | 24,834 | $481.0K | 0.02% | +586+2.4% | Added |
| Handelsinvest Investeringsforvaltning | 24,888 | $482.0K | 0.20% | +24,888 | New |
| Howard Financial Services, Ltd. | 25,370 | $491.4K | 0.09% | +3,174+14.3% | Added |
| International Assets Investment Management, LLC | 25,414 | $492.3K | 0.06% | +25,414 | New |
| Values First Advisors, Inc. | 25,809 | $499.9K | 0.30% | +3,812+17.3% | Added |
| RS Crum Inc. | 26,287 | $509.2K | 0.16% | 00.0% | Unchanged |
| ProShare Advisors LLC | 26,305 | $509.5K | 0.00% | −370−1.4% | Reduced |
| Bridgecreek Investment Management, LLC | 26,500 | $513.3K | 0.10% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 26,508 | $513.5K | 0.02% | +26,508 | New |
| HighPoint Advisor Group LLC | 25,938 | $522.0K | 0.04% | +25,938 | New |