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, Q1 2024
Institutional positions in Annaly Capital Management Inc as of Mar 31, 2024. 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
- 577
- +15 vs. Q4 2023
- Shares held
- 257.2M
- −1.66M (−0.6%) vs. Q4 2023
- Total value
- $5.07B
- +$39.9M (+0.8%) vs. Q4 2023
- New holders
- 79
- 220 more added
- Sold out
- 64
- 170 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Annaly Capital Management Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 11,665 | $229.7K | 0.02% | −75−0.6% | Reduced |
| Independent Advisor Alliance | 11,699 | $230.4K | 0.01% | +592+5.3% | Added |
| King Luther Capital Management Corp | 11,739 | $231.1K | 0.00% | 00.0% | Unchanged |
| Mills Wealth Advisors LLC | 11,748 | $231.3K | 0.17% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,868 | $233.7K | 0.01% | +52+0.4% | Added |
| NWF Advisory Services Inc. | 11,907 | $234.5K | 0.04% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 12,033 | $236.9K | 0.02% | +1,673+16.1% | Added |
| SkyOak Wealth, LLC | 12,108 | $238.4K | 0.06% | −4,785−28.3% | Reduced |
| CWM, LLC | 12,158 | $239.0K | 0.00% | +7,067+138.8% | Added |
| Williams Jones Wealth Management, LLC. | 12,250 | $241.2K | 0.00% | −7,200−37.0% | Reduced |
| AlphaCore Capital LLC | 11,977 | $243.6K | 0.06% | −100−0.8% | Reduced |
| Evergreen Capital Management LLC | 12,134 | $246.7K | 0.01% | +12,134 | New |
| Federation des caisses Desjardins du Quebec | 12,673 | $247.3K | 0.00% | +1,703+15.5% | Added |
| Valley Brook Capital Group | 10,060 | $249.1K | 0.20% | +1,250+14.2% | Added |
| Teacher Retirement System of Texas | 12,713 | $250.0K | 0.00% | −9,990−44.0% | Reduced |
| Reitz Capital Advisors LLC | 12,912 | $250.1K | 0.45% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 12,894 | $253.9K | 0.02% | −243−1.8% | Reduced |
| Beacon Financial Advisory LLC | 12,952 | $255.0K | 0.12% | −1,188−8.4% | Reduced |
| H&H Retirement Design & Management INC | 14,134 | $259.1K | 0.17% | 00.0% | Unchanged |
| JT Stratford LLC | 13,172 | $259.4K | 0.05% | +13,172 | New |
| Moloney Securities Asset Management, LLC | 13,314 | $262.1K | 0.04% | +26+0.2% | Added |
| Western Wealth Management, LLC | 13,431 | $264.5K | 0.02% | −24,239−64.3% | Reduced |
| Atomi Financial Group, Inc. | 13,475 | $265.3K | 0.02% | +1,983+17.3% | Added |
| Prospera Financial Services Inc | 13,490 | $265.6K | 0.01% | +56+0.4% | Added |
| Farther Finance Advisors, LLC | 13,896 | $270.1K | 0.02% | +12,180+709.8% | Added |
| Coastwise Capital Group, LLC | 13,867 | $273.0K | 0.25% | +124+0.9% | Added |
| Kovitz Investment Group Partners, LLC | 13,875 | $273.2K | 0.00% | +13,875 | New |
| Continuum Advisory, LLC | 13,873 | $275.2K | 0.04% | −147,937−91.4% | Reduced |
| Edgewood Management LLC | 14,000 | $275.7K | 0.00% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 14,087 | $277.2K | 0.15% | +911+6.9% | Added |
| Capula Management Ltd | 14,108 | $277.8K | 0.01% | +14,108 | New |
| Dynamic Advisor Solutions LLC | 14,156 | $278.7K | 0.01% | +219+1.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,270 | $281.0K | 0.00% | +3,430+31.6% | Added |
| Profund Advisors LLC | 14,458 | $284.7K | 0.01% | +590+4.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 14,597 | $287.4K | 0.04% | −14−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 14,713 | $289.7K | 0.00% | +14,713 | New |
| Ritholtz Wealth Management | 14,858 | $292.6K | 0.01% | +19+0.1% | Added |
| Concurrent Investment Advisors, LLC | 15,176 | $298.8K | 0.01% | +2,398+18.8% | Added |
| Legacy Advisors, LLC | 15,261 | $300.5K | 0.04% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 15,303 | $301.3K | 0.10% | +79+0.5% | Added |
| Plan Group Financial, LLC | 15,428 | $303.8K | 0.20% | +15,428 | New |
| Welch Group, LLC | 15,433 | $303.9K | 0.02% | +186+1.2% | Added |
| Panagora Asset Management Inc | 15,515 | $305.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15,725 | $309.6K | 0.14% | −1,350−7.9% | Reduced |
| Solidarilty Wealth, LLC | 15,374 | $312.7K | 0.10% | −567−3.6% | Reduced |
| Avantax Advisory Services, Inc. | 15,965 | $314.4K | 0.00% | −1,242−7.2% | Reduced |
| Ameritas Advisory Services, LLC | 16,280 | $315.0K | 0.01% | +5,307+48.4% | Added |
| Handelsinvest Investeringsforvaltning | 16,382 | $323.0K | 0.16% | −8,506−34.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 16,778 | $330.4K | 0.00% | +16,778 | New |
| Lincoln National Corp | 17,246 | $339.6K | 0.01% | +2,929+20.5% | Added |
| Robeco Institutional Asset Management B.V. | 17,363 | $341.9K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 17,760 | $349.7K | 0.14% | −3,754−17.4% | Reduced |
| APG Asset Management N.V. | 19,608 | $357.5K | 0.00% | 00.0% | Unchanged |
| World Equity Group, Inc. | 18,238 | $359.1K | 0.07% | −288−1.6% | Reduced |
| CIBC Asset Management Inc | 18,353 | $361.4K | 0.00% | +33+0.2% | Added |
| HBK Sorce Advisory LLC | 18,418 | $362.7K | 0.01% | −40.0% | Reduced |
| Kovack Advisors, Inc. | 18,468 | $363.6K | 0.04% | −3,648−16.5% | Reduced |
| International Assets Investment Management, LLC | 18,765 | $364.8K | 0.04% | −6,649−26.2% | Reduced |
| Aviva PLC | 18,815 | $370.5K | 0.00% | −145−0.8% | Reduced |
| Wedmont Private Capital | 19,106 | $371.4K | 0.03% | +184+1.0% | Added |
| Triumph Capital Management | 19,193 | $373.1K | 0.15% | +4,146+27.6% | Added |
| E. Ohman J:or Asset Management AB | 18,975 | $373.6K | 0.01% | 00.0% | Unchanged |
| Toroso Investments, LLC | 19,072 | $375.5K | 0.01% | +2,229+13.2% | Added |
| Lafayette Investments, Inc. | 19,300 | $380.0K | 0.09% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 19,562 | $385.2K | 0.14% | −140,658−87.8% | Reduced |
| Wesbanco Bank Inc | 19,693 | $387.8K | 0.01% | +19,693 | New |
| Integrated Wealth Concepts LLC | 19,709 | $388.1K | 0.01% | −96−0.5% | Reduced |
| Cerity Partners LLC | 19,917 | $392.2K | 0.00% | +9,174+85.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 19,940 | $392.6K | 0.02% | +19,940 | New |
| RKL Wealth Management LLC | 20,000 | $393.8K | 0.04% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 20,340 | $400.5K | 0.37% | −3,568−14.9% | Reduced |
| National Asset Management, Inc. | 20,709 | $403.0K | 0.01% | −6,191−23.0% | Reduced |
| Herr Investment Group LLC | 20,700 | $407.6K | 0.13% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 21,125 | $416.0K | 0.04% | −657−3.0% | Reduced |
| Family Asset Management, LLC | 21,304 | $419.5K | 0.26% | −1,657−7.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,419 | $421.7K | 0.04% | −42,201−66.3% | Reduced |
| Shelton Capital Management | 21,569 | $424.7K | 0.01% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 22,253 | $438.2K | 0.36% | +2,065+10.2% | Added |
| WMG Financial Advisors, LLC | 22,324 | $439.6K | 0.25% | +20+0.1% | Added |
| Intech Investment Management LLC | 22,396 | $441.0K | 0.01% | +22,396 | New |
| CI Private Wealth, LLC | 22,418 | $441.4K | 0.00% | −2,238−9.1% | Reduced |
| M&T Bank Corp | 22,977 | $452.5K | 0.00% | +121+0.5% | Added |
| Veriti Management LLC | 23,012 | $453.1K | 0.03% | +4,959+27.5% | Added |
| LVZ Advisors, Inc. | 23,430 | $461.3K | 0.06% | −6,044−20.5% | Reduced |
| Moors & Cabot, Inc. | 23,886 | $470.3K | 0.03% | +23,886 | New |
| Lombard Odier Asset Management (Switzerland) SA | 23,962 | $471.8K | 0.03% | +23,962 | New |
| HighPoint Advisor Group LLC | 23,945 | $477.0K | 0.03% | −1,993−7.7% | Reduced |
| Clear Creek Financial Management, LLC | 24,243 | $477.3K | 0.06% | +4,918+25.4% | Added |
| ProShare Advisors LLC | 24,397 | $480.4K | 0.00% | −1,908−7.3% | Reduced |
| Samalin Investment Counsel, LLC | 24,442 | $481.3K | 0.23% | +2,598+11.9% | Added |
| Vima LLC | 24,960 | $482.0K | 0.56% | +24,960 | New |
| Equitable Holdings, Inc. | 24,620 | $484.8K | 0.01% | +7,557+44.3% | Added |
| Pathstone Holdings, LLC | 24,720 | $487.0K | 0.00% | +12,581+103.6% | Added |
| Sigma Planning Corp | 25,283 | $497.8K | 0.02% | +7,448+41.8% | Added |
| Parallel Advisors, LLC | 25,426 | $500.6K | 0.01% | +13,530+113.7% | Added |
| Howard Financial Services, Ltd. | 25,580 | $503.7K | 0.09% | +210+0.8% | Added |
| RS Crum Inc. | 26,287 | $517.6K | 0.14% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 26,549 | $522.7K | 0.01% | +41+0.2% | Added |
| Values First Advisors, Inc. | 27,552 | $542.5K | 0.32% | +1,743+6.8% | Added |
| Fox Run Management, L.L.C. | 28,096 | $553.2K | 0.12% | +28,096 | New |