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 |
|---|---|---|---|---|---|
| Lafayette Investments, Inc. | 19,300 | $373.8K | 0.09% | 00.0% | Unchanged |
| Wedmont Private Capital | 18,922 | $370.9K | 0.03% | −64−0.3% | Reduced |
| E. Ohman J:or Asset Management AB | 18,975 | $367.5K | 0.01% | −6,300−24.9% | Reduced |
| Aviva PLC | 18,960 | $367.3K | 0.00% | −345,075−94.8% | Reduced |
| JustInvest LLC | 18,721 | $362.6K | 0.01% | −19,990−51.6% | Reduced |
| World Equity Group, Inc. | 18,526 | $358.9K | 0.07% | +232+1.3% | Added |
| HBK Sorce Advisory LLC | 18,422 | $356.8K | 0.01% | +364+2.0% | Added |
| CIBC Asset Management Inc | 18,320 | $354.9K | 0.00% | −1,188−6.1% | Reduced |
| Agf Management Ltd | 18,152 | $351.6K | 0.00% | +18,152 | New |
| Veriti Management LLC | 18,053 | $349.7K | 0.03% | +953+5.6% | Added |
| Sigma Planning Corp | 17,835 | $345.5K | 0.03% | −25,776−59.1% | Reduced |
| J.W. Cole Advisors, Inc. | 17,826 | $345.3K | 0.02% | +4,924+38.2% | Added |
| APG Asset Management N.V. | 19,608 | $343.8K | 0.00% | +132+0.7% | Added |
| Robeco Institutional Asset Management B.V. | 17,363 | $336.3K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,207 | $333.3K | 0.00% | +1,820+11.8% | Added |
| Tyler-Stone Wealth Management | 17,075 | $330.7K | 0.17% | +175+1.0% | Added |
| Equitable Holdings, Inc. | 17,063 | $330.5K | 0.00% | +2,273+15.4% | Added |
| SkyOak Wealth, LLC | 16,893 | $327.2K | 0.09% | −8,327−33.0% | Reduced |
| Toroso Investments, LLC | 16,843 | $326.2K | 0.01% | +1,605+10.5% | Added |
| Castleview Partners, LLC | 16,535 | $320.3K | 0.22% | +319+2.0% | Added |
| Solidarilty Wealth, LLC | 15,941 | $319.1K | 0.12% | −8,878−35.8% | Reduced |
| Paradigm Financial Partners, LLC | 16,302 | $315.8K | 0.08% | +2,641+19.3% | Added |
| Two Sigma Securities, LLC | 15,910 | $308.2K | 0.01% | +15,910 | New |
| Park Avenue Securities LLC | 15,794 | $306.0K | 0.00% | −2,850−15.3% | Reduced |
| Panagora Asset Management Inc | 15,515 | $300.5K | 0.00% | +15,515 | New |
| Legacy Advisors, LLC | 15,261 | $295.6K | 0.04% | +15,261 | New |
| Welch Group, LLC | 15,247 | $295.3K | 0.02% | +15,247 | New |
| Guidance Point Advisors, LLC | 15,224 | $294.9K | 0.11% | −36−0.2% | Reduced |
| Belpointe Asset Management LLC | 15,056 | $291.6K | 0.03% | +315+2.1% | Added |
| Triumph Capital Management | 15,047 | $291.5K | 0.12% | −357−2.3% | Reduced |
| Ritholtz Wealth Management | 14,839 | $287.4K | 0.01% | +24+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 14,611 | $283.0K | 0.04% | −1,363−8.5% | Reduced |
| Clear Street Markets LLC | 14,400 | $279.0K | 0.11% | +12,500+657.9% | Added |
| Ossiam | 14,334 | $277.6K | 0.00% | −17,283−54.7% | Reduced |
| Lincoln National Corp | 14,317 | $277.3K | 0.00% | −181−1.2% | Reduced |
| Beacon Financial Advisory LLC | 14,140 | $273.9K | 0.13% | −1,693−10.7% | Reduced |
| Edgewood Management LLC | 14,000 | $271.2K | 0.00% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 13,896 | $269.2K | 0.12% | +13,896 | New |
| Profund Advisors LLC | 13,868 | $268.6K | 0.01% | +560+4.2% | Added |
| Bridgefront Capital, LLC | 13,817 | $267.6K | 0.20% | +1,279+10.2% | Added |
| Coastwise Capital Group, LLC | 13,743 | $266.2K | 0.27% | −177−1.3% | Reduced |
| Dynamic Advisor Solutions LLC | 13,937 | $266.2K | 0.01% | +13,937 | New |
| H&H Retirement Design & Management INC | 14,134 | $265.9K | 0.17% | +478+3.5% | Added |
| Prospera Financial Services Inc | 13,434 | $260.2K | 0.01% | −307−2.2% | Reduced |
| Moloney Securities Asset Management, LLC | 13,288 | $257.4K | 0.04% | −2,396−15.3% | Reduced |
| Jupiter Wealth Management LLC | 13,176 | $255.2K | 0.15% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 13,137 | $254.5K | 0.02% | +48+0.4% | Added |
| Reitz Capital Advisors LLC | 12,912 | $250.1K | 0.45% | +1,813+16.3% | Added |
| Concurrent Investment Advisors, LLC | 12,778 | $247.5K | 0.01% | +12,778 | New |
| Stratos Wealth Partners, LTD. | 12,518 | $242.5K | 0.00% | −2,057−14.1% | Reduced |
| AlphaCore Capital LLC | 12,077 | $241.8K | 0.04% | +12,077 | New |
| Sciencast Management LP | 12,449 | $241.1K | 0.13% | +12,449 | New |
| Pathstone Holdings, LLC | 12,139 | $235.2K | 0.00% | +12,139 | New |
| Lockheed Martin Investment Management Co | 10,364 | $234.9K | 0.02% | −4,500−30.3% | Reduced |
| NWF Advisory Services Inc. | 11,907 | $230.6K | 0.05% | −320−2.6% | Reduced |
| Parallel Advisors, LLC | 11,896 | $230.4K | 0.01% | −3,911−24.7% | Reduced |
| Wealthcare Advisory Partners LLC | 11,816 | $228.9K | 0.01% | +192+1.7% | Added |
| Mills Wealth Advisors LLC | 11,748 | $227.6K | 0.17% | −119−1.0% | Reduced |
| Arete Wealth Advisors, LLC | 11,740 | $227.4K | 0.02% | −240−2.0% | Reduced |
| King Luther Capital Management Corp | 11,739 | $227.4K | 0.00% | −29−0.2% | Reduced |
| Prospect Financial Services LLC | 11,708 | $226.8K | 0.23% | +11,708 | New |
| M Holdings Securities, Inc. | 11,639 | $225.0K | 0.03% | +90+0.8% | Added |
| Investment Management Corp of Ontario | 11,540 | $223.5K | 0.01% | +11,540 | New |
| Steward Partners Investment Advisory, LLC | 11,519 | $223.1K | 0.00% | +704+6.5% | Added |
| Peapack Gladstone Financial Corp | 11,503 | $223.0K | 0.00% | −5,036−30.4% | Reduced |
| Atomi Financial Group, Inc. | 11,492 | $222.6K | 0.03% | +11,492 | New |
| Silverberg Bernstein Capital Management LLC | 11,182 | $216.6K | 0.21% | +11,182 | New |
| Valley Brook Capital Group | 8,810 | $215.9K | 0.19% | +8,810 | New |
| Independent Advisor Alliance | 11,107 | $215.1K | 0.01% | +11,107 | New |
| Garden State Investment Advisory Services LLC | 11,011 | $213.7K | 0.09% | +46+0.4% | Added |
| Vestcor Inc | 10,972 | $213.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10,970 | $212.5K | 0.00% | −456−4.0% | Reduced |
| Mutual Advisors, LLC | 10,937 | $211.9K | 0.01% | −844−7.2% | Reduced |
| Hollencrest Capital Management | 10,930 | $211.7K | 0.02% | −1,535−12.3% | Reduced |
| Ameritas Advisory Services, LLC | 10,973 | $211.4K | 0.01% | +10,973 | New |
| McAdam, LLC | 10,875 | $210.6K | 0.02% | −184−1.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,840 | $210.0K | 0.00% | +10,840 | New |
| Pekin Hardy Strauss, Inc. | 10,774 | $208.7K | 0.03% | +250+2.4% | Added |
| Sage Advisors, LLC | 10,772 | $208.7K | 0.21% | +10,772 | New |
| Cerity Partners LLC | 10,743 | $208.1K | 0.00% | −8,460−44.1% | Reduced |
| American Financial Advisors, LLC | 10,685 | $207.0K | 0.03% | +170+1.6% | Added |
| AXA S.A. | 10,612 | $205.6K | 0.00% | −69,928−86.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,478 | $203.0K | 0.00% | −1,722−14.1% | Reduced |
| Caption Management, LLC | 10,459 | $202.6K | 0.02% | +3,000+40.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 10,360 | $200.7K | 0.02% | −5,395−34.2% | Reduced |
| PEAK6 Investments LLC | 10,335 | $200.2K | 0.01% | +10,335 | New |
| Baker Tilly Wealth Management, LLC | 10,262 | $198.8K | 0.03% | −99−1.0% | Reduced |
| ShoreHaven Wealth Partners, LLC | 10,000 | $193.7K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9,955 | $192.8K | 0.01% | −254−2.5% | Reduced |
| Sunbelt Securities, Inc. | 9,375 | $181.6K | 0.02% | −475−4.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,801 | $170.5K | 0.08% | −1,230−12.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,529 | $165.2K | 0.00% | −11,120−56.6% | Reduced |
| Private Trust Co NA | 7,867 | $152.4K | 0.02% | −3,009−27.7% | Reduced |
| Aspire Private Capital, LLC | 7,723 | $149.6K | 0.04% | +53+0.7% | Added |
| Armstrong Advisory Group, Inc | 7,304 | $141.5K | 0.01% | +2,689+58.3% | Added |
| Creative Financial Designs Inc | 6,609 | $128.0K | 0.01% | +5,060+326.7% | Added |
| SRS Capital Advisors, Inc. | 6,505 | $126.0K | 0.01% | −2,298−26.1% | Reduced |
| Covestor Ltd | 6,404 | $124.0K | 0.08% | +135+2.2% | Added |
| Highlander Capital Management, LLC | 6,399 | $123.9K | 0.04% | +2,100+48.8% | Added |
| Abich Financial Wealth Management LLC | 5,598 | $108.4K | 0.10% | +5,598 | New |