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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 5,260 | $105.3K | 0.01% | +2,726+107.6% | Added |
| Centaurus Financial, Inc. | 5,198 | $101.0K | 0.01% | −1,457−21.9% | Reduced |
| CWM, LLC | 5,091 | $99.0K | 0.00% | −3,018−37.2% | Reduced |
| Truvestments Capital LLC | 4,925 | $95.4K | 0.04% | +4,625+1,541.7% | Added |
| IFP Advisors, Inc | 4,921 | $95.3K | 0.00% | +879+21.7% | Added |
| Huntington National Bank | 4,801 | $93.0K | 0.00% | +363+8.2% | Added |
| Western Pacific Wealth Management, LP | 4,705 | $91.1K | 0.07% | +2,705+135.3% | Added |
| Tompkins Financial Corp | 4,500 | $87.2K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 4,444 | $86.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,198 | $81.0K | 0.01% | −2,562−37.9% | Reduced |
| Baldwin Brothers Inc | 4,000 | $77.5K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 3,979 | $77.1K | 0.06% | +117+3.0% | Added |
| Bartlett & Co. Wealth Management LLC | 3,580 | $73.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 3,580 | $73.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,747 | $72.6K | 0.00% | −3,434−47.8% | Reduced |
| O'Dell Group, LLC | 3,591 | $69.6K | 0.02% | +3,591 | New |
| Allworth Financial LP | 3,411 | $66.1K | 0.00% | +2,001+141.9% | Added |
| PFS Partners, LLC | 3,329 | $64.5K | 0.04% | +68+2.1% | Added |
| National Bank of Canada | 3,324 | $64.0K | 0.00% | −292−8.1% | Reduced |
| Fifth Third Bancorp | 3,299 | $63.9K | 0.00% | +485+17.2% | Added |
| Archer Investment Corp | 3,273 | $63.4K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,229 | $63.0K | 0.01% | +3,229 | New |
| UniSuper Management Pty Ltd | 3,200 | $62.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 3,187 | $61.7K | 0.01% | −13,500−80.9% | Reduced |
| GWM Advisors LLC | 3,117 | $60.4K | 0.00% | −7,605−70.9% | Reduced |
| Cutler Group LP | 3,054 | $59.0K | 0.01% | −6,453−67.9% | Reduced |
| Atticus Wealth Management, LLC | 3,036 | $58.8K | 0.02% | +500+19.7% | Added |
| Asset Dedication, LLC | 2,803 | $55.0K | 0.00% | +84+3.1% | Added |
| Quadrant Capital Group LLC | 2,703 | $52.4K | 0.00% | −4,882−64.4% | Reduced |
| LM Advisors LLC | 2,700 | $52.3K | 0.01% | +2,700 | New |
| Activest Wealth Management | 2,604 | $50.4K | 0.03% | +2,604 | New |
| Carmichael Hill & Associates, Inc. | 2,573 | $49.8K | 0.02% | +101+4.1% | Added |
| Retirement Group, LLC | 2,481 | $48.1K | 0.02% | +2,263+1,038.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,403 | $47.9K | 0.00% | +1,982+470.8% | Added |
| Beaird Harris Wealth Management, LLC | 2,337 | $45.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,223 | $44.9K | 0.00% | −510−18.7% | Reduced |
| Harbor Investment Advisory, LLC | 2,207 | $42.8K | 0.00% | −1,200−35.2% | Reduced |
| Larson Financial Group LLC | 2,094 | $40.6K | 0.00% | +41+2.0% | Added |
| Deseret Mutual Benefit Administrators | 2,046 | $39.6K | 0.02% | −650−24.1% | Reduced |
| 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 |
| Kozak & Associates, Inc. | 1,829 | $35.4K | 0.01% | +72+4.1% | Added |
| Toth Financial Advisory Corp | 1,814 | $35.1K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,755 | $34.0K | 0.01% | +1,755 | New |
| GHP Investment Advisors, Inc. | 1,750 | $33.9K | 0.00% | −85−4.6% | Reduced |
| First United Bank Trust | 1,727 | $33.5K | 0.01% | +1,727 | New |
| Farther Finance Advisors, LLC | 1,716 | $33.2K | 0.00% | +1,227+250.9% | Added |
| GAMMA Investing LLC | 1,705 | $32.7K | 0.01% | +1,705 | New |
| Caldwell Trust Co | 1,648 | $31.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,625 | $31.5K | 0.00% | −597−26.9% | Reduced |
| Broadwater Capital Management LLC | 1,525 | $29.5K | 0.02% | +1,525 | New |
| Evermay Wealth Management LLC | 1,462 | $29.3K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,503 | $29.1K | 0.04% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,450 | $28.1K | 0.01% | +1,000+222.2% | Added |
| Desjardins Global Asset Management Inc. | 1,425 | $27.6K | 0.00% | +267+23.1% | Added |
| NBC Securities, Inc. | 1,375 | $26.0K | 0.00% | −666−32.6% | Reduced |
| Proequities, Inc. | 1,286 | $25.7K | 0.00% | +259+25.2% | Added |
| Jamison Private Wealth Management, Inc. | 1,309 | $25.4K | 0.00% | +51+4.1% | Added |
| Tradewinds Capital Management, LLC | 1,200 | $23.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,187 | $23.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,045 | $20.2K | 0.00% | −1,131−52.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,001 | $19.4K | 0.00% | −457−31.3% | Reduced |
| Washington Trust Co | 1,000 | $19.4K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 932 | $18.1K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 891 | $18.0K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 910 | $17.6K | 0.01% | +125+15.9% | Added |
| FSC Wealth Advisors, LLC | 900 | $17.4K | 0.01% | +900 | New |
| Venturi Wealth Management, LLC | 852 | $16.5K | 0.00% | −19,705−95.9% | Reduced |
| Rocky Mountain Advisers, LLC | 827 | $16.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 835 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 800 | $15.5K | 0.01% | +675+540.0% | Added |
| Headlands Technologies LLC | 785 | $15.2K | 0.00% | +120+18.0% | Added |
| Financial Connections Group, Inc. | 822 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 753 | $15.0K | 0.00% | +1+0.1% | Added |
| AlphaMark Advisors, LLC | 750 | $15.0K | 0.01% | +8+1.1% | Added |
| Hanson & Doremus Investment Management | 750 | $15.0K | 0.00% | +750 | New |
| FNY Investment Advisers, LLC | 800 | $15.0K | 0.02% | +800 | New |
| American State Bank (Iowa) | 750 | $14.5K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 747 | $14.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 737 | $14.3K | 0.00% | +737 | New |
| Sound Income Strategies, LLC | 725 | $14.0K | 0.00% | −1,250−63.3% | Reduced |
| JNBA Financial Advisors | 709 | $13.7K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 700 | $13.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 690 | $13.4K | 0.00% | −941−57.7% | Reduced |
| Glassman Wealth Services | 675 | $13.1K | 0.00% | −576−46.0% | Reduced |
| Ronald Blue Trust, Inc. | 703 | $13.0K | 0.00% | −5−0.7% | Reduced |
| Quarry LP | 657 | $12.7K | 0.01% | +657 | New |
| Byrne Asset Management LLC | 605 | $12.4K | 0.01% | −75−11.0% | Reduced |
| LGT Financial Advisors LLC | 628 | $12.2K | 0.01% | −181−22.4% | Reduced |
| Bruce G. Allen Investments, LLC | 620 | $12.0K | 0.01% | +620 | New |
| JTC Employer Solutions Trusteee Ltd | 605 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 559 | $10.8K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 551 | $10.7K | 0.00% | +67+13.8% | Added |
| Webster Bank, N. A. | 550 | $10.7K | 0.00% | −200−26.7% | Reduced |
| Operose Advisors LLC | 537 | $10.4K | 0.00% | −700−56.6% | Reduced |
| Bogart Wealth, LLC | 480 | $9.30K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 453 | $8.78K | 0.00% | −295−39.4% | Reduced |
| Natixis | 420 | $8.13K | 0.00% | +420 | New |
| Creekmur Asset Management LLC | 414 | $8.02K | 0.00% | +414 | New |
| HM Payson & Co | 400 | $7.75K | 0.00% | −375−48.4% | Reduced |