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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.

Other share classesNLY.PFNLY.PGNLY.PINLY.PJ

13F holders, Q4 2025

Institutional positions in Annaly Capital Management Inc as of Dec 31, 2025. 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
766
+86 vs. Q3 2025
Shares held
411.7M
+25.5M (+6.6%) vs. Q3 2025
Total value
$9.24B
+$1.41B (+18.0%) vs. Q3 2025
New holders
146
327 more added
Sold out
60
182 more reduced

10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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.

Institutional holdersQ4 2025: 766 institutions
Q1 2021: 701 institutionsQ2 2021: 723 institutionsQ3 2021: 720 institutionsQ4 2021: 765 institutionsQ1 2022: 739 institutionsQ2 2022: 762 institutionsQ3 2022: 554 institutionsQ4 2022: 574 institutionsQ1 2023: 562 institutionsQ2 2023: 561 institutionsQ3 2023: 548 institutionsQ4 2023: 570 institutionsQ1 2024: 577 institutionsQ2 2024: 603 institutionsQ3 2024: 620 institutionsQ4 2024: 632 institutionsQ1 2025: 653 institutionsQ2 2025: 660 institutionsQ3 2025: 690 institutionsQ4 2025: 766 institutionsQ1 2026: 777 institutionsQ2 2026: 792 institutions
Value heldQ4 2025: $9.24B
Q1 2021: $5.14BQ2 2021: $5.62BQ3 2021: $5.26BQ4 2021: $4.84BQ1 2022: $4.49BQ2 2022: $4.51BQ3 2022: $4.33BQ4 2022: $5.18BQ1 2023: $4.98BQ2 2023: $4.99BQ3 2023: $4.68BQ4 2023: $5.04BQ1 2024: $5.07BQ2 2024: $4.72BQ3 2024: $5.97BQ4 2024: $6.10BQ1 2025: $7.03BQ2 2025: $6.95BQ3 2025: $7.84BQ4 2025: $9.24BQ1 2026: $8.88BQ2 2026: $9.82B
Institutions holding NLY and their total value by quarter
QuarterHoldersValue
Q2 2026792$9.82B
Q1 2026777$8.88B
Q4 2025766$9.24B
Q3 2025690$7.84B
Q2 2025660$6.95B
Q1 2025653$7.03B
Q4 2024632$6.10B
Q3 2024620$5.97B
Q2 2024603$4.72B
Q1 2024577$5.07B
Q4 2023570$5.04B
Q3 2023548$4.68B
Q2 2023561$4.99B
Q1 2023562$4.98B
Q4 2022574$5.18B
Q3 2022554$4.33B
Q2 2022762$4.51B
Q1 2022739$4.49B
Q4 2021765$4.84B
Q3 2021720$5.26B
Q2 2021723$5.62B
Q1 2021701$5.14B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Annaly Capital Management Inc; share changes are against Q3 2025.

Institutions holding NLY in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.78,108,387$1.75B0.03%+3,733,667+5.0%Added
Vanguard Group Inc63,613,639$1.42B0.02%+3,024,564+5.0%Added
Price T Rowe Associates Inc27,374,355$612.1M0.07%−3,370,062−11.0%Reduced
State Street Corp26,425,278$609.0M0.02%+2,053,451+8.4%Added
Geode Capital Management, LLC18,401,487$411.0M0.03%+1,503,559+8.9%Added
Allspring Global Investments Holdings, LLC17,156,020$392.9M0.64%−219,519−1.3%Reduced
FMR LLC14,142,783$316.2M0.02%+136,081+1.0%Added
Norges Bank7,266,404$162.5M0.02%+7,266,404New
Morgan Stanley6,977,329$156.0M0.01%+1,751,509+33.5%Added
Northern Trust Corp6,900,699$154.3M0.02%+296,319+4.5%Added
D. E. Shaw & Co., Inc.6,587,678$147.3M0.11%+2,570,138+64.0%Added
UBS Asset Management Americas Inc5,425,766$121.3M0.03%+51,070+1.0%Added
Charles Schwab Investment Management Inc4,756,577$106.4M0.02%+362,925+8.3%Added
Bank of New York Mellon Corp4,714,355$105.4M0.02%+265,437+6.0%Added
JPMorgan Chase & Co4,101,627$91.7M0.01%+1,541,358+60.2%Added
KBC Group NV3,450,755$77.2M0.18%−299,196−8.0%Reduced
LSV Asset Management3,027,942$67.7M0.15%+14,801+0.5%Added
Invesco Ltd.2,862,209$64.0M0.01%+165,854+6.2%Added
PFA Pension, Forsikringsaktieselskab2,765,917$63.7M0.18%+2,765,917New
Brandywine Global Investment Management, LLC2,771,945$62.0M0.42%−452,894−14.0%Reduced
Van Eck Associates Corp2,706,878$60.5M0.05%+587,553+27.7%Added
Amundi2,485,880$55.6M0.02%+364,817+17.2%Added
Bank of America Corp2,466,301$55.1M0.00%+172,653+7.5%Added
UBS Group AG2,024,689$45.3M0.01%−1,638,091−44.7%Reduced
Legal & General Group Plc1,984,768$44.4M0.01%+74,074+3.9%Added
Russell Investments Group, Ltd.1,903,497$42.9M0.05%+110,355+6.2%Added
Rhumbline Advisers1,838,137$41.1M0.03%+51,939+2.9%Added
Swiss National Bank1,759,500$39.3M0.02%+15,300+0.9%Added
SEI Investments Co1,689,082$37.8M0.04%+137,465+8.9%Added
Deutsche Bank AG1,678,761$37.5M0.01%+191,767+12.9%Added
Schroder Investment Management Group1,647,947$36.8M0.03%+1,204,700+271.8%Added
California State Teachers Retirement System1,592,923$35.6M0.04%+107,487+7.2%Added
Wells Fargo & Company1,585,018$35.4M0.01%+2,119+0.1%Added
Barclays PLC1,498,845$33.5M0.01%−599,477−28.6%Reduced
Principal Financial Group Inc1,483,746$33.2M0.02%+57,517+4.0%Added
Victory Capital Management Inc1,433,069$32.0M0.02%−190,096−11.7%Reduced
King Street Capital Management, L.P.1,426,225$31.9M4.40%+826,225+137.7%Added
Ameriprise Financial Inc1,409,188$31.5M0.01%−683,437−32.7%Reduced
Danske Bank A/S1,397,534$31.2M0.07%+219,747+18.7%Added
Royal Bank of Canada1,340,227$30.0M0.01%−921,123−40.7%Reduced
Swedbank AB1,283,527$28.7M0.03%+18,156+1.4%Added
Cetera Investment Advisers1,280,028$28.6M0.03%+75,496+6.3%Added
LPL Financial LLC1,241,342$27.8M0.01%+49,167+4.1%Added
California Public Employees Retirement System1,200,864$26.9M0.02%+98,856+9.0%Added
Mirae Asset Global ETFs Holdings Ltd.1,184,937$26.5M0.04%+60,297+5.4%Added
Envestnet Asset Management Inc1,130,234$25.3M0.01%−46,451−3.9%Reduced
Alliancebernstein L.P.1,112,208$24.9M0.01%+50,132+4.7%Added
AQR Capital Management LLC1,105,284$24.7M0.01%+882,046+395.1%Added
Sumitomo Mitsui Trust Holdings, Inc.1,100,446$24.6M0.01%+52,828+5.0%Added
Retirement Systems of Alabama1,041,697$23.3M0.08%+43,438+4.4%Added
Goldman Sachs Group Inc1,041,217$23.3M0.00%+50,114+5.1%Added
Nuveen, LLC1,023,056$22.9M0.01%+53,901+5.6%Added
Balyasny Asset Management LLC930,294$20.8M0.04%−43,760−4.5%Reduced
Schonfeld Strategic Advisors LLC907,212$20.3M0.10%+907,212New
Millennium Management LLC894,532$20.0M0.01%−659,962−42.5%Reduced
Clarity Financial LLC885,169$19.8M1.83%+27,866+3.3%Added
Advisor Group Holdings, Inc.871,353$19.6M0.03%+109,773+14.4%Added
Raymond James Financial Inc867,635$19.4M0.01%−23,638−2.7%Reduced
BNP Paribas Arbitrage, SA825,883$18.5M0.01%+128,613+18.4%Added
Citigroup Inc824,019$18.4M0.01%−41,036−4.7%Reduced
Connor, Clark & Lunn Investment Management Ltd.781,751$17.5M0.05%+781,751New
First Trust Advisors LP679,031$15.2M0.01%−38,749−5.4%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.642,707$14.7M0.01%+112,462+21.2%Added
Wellington Management Group LLP657,920$14.7M0.00%−338,285−34.0%Reduced
Mediolanum International Funds Ltd625,600$14.4M0.14%+102,323+19.6%Added
Ibex Wealth Advisors623,685$13.9M1.37%+298,517+91.8%Added
Allianz Asset Management GmbH618,798$13.8M0.02%−12,119−1.9%Reduced
Two Sigma Investments, LP610,174$13.6M0.02%+610,174New
Zurcher Kantonalbank (Zurich Cantonalbank)580,438$13.0M0.03%+343,499+145.0%Added
New York State Teachers Retirement System563,879$12.6M0.02%+26,693+5.0%Added
Manufacturers Life Insurance Company, The490,781$11.0M0.01%+11,817+2.5%Added
Aviva PLC479,267$10.7M0.02%+26,775+5.9%Added
Dupree Financial Group, LLC472,332$10.6M3.85%+1,824+0.4%Added
Franklin Resources Inc466,406$10.4M0.00%+309,210+196.7%Added
Neuberger Berman Group LLC451,339$10.1M0.01%+21,016+4.9%Added
Storebrand Asset Management AS435,461$9.74M0.03%−2,777−0.6%Reduced
New York State Common Retirement Fund434,884$9.72M0.01%+37,400+9.4%Added
Columbus Macro, LLC416,209$9.31M1.02%+35,752+9.4%Added
Janney Montgomery Scott LLC406,181$9.08M0.02%+8,363+2.1%Added
Forsta Ap-Fonden405,000$9.06M0.05%−10,300−2.5%Reduced
State Board of Administration of Florida Retirement System396,894$8.87M0.02%00.0%Unchanged
Great Lakes Advisors, LLC394,120$8.81M0.07%−123,718−23.9%Reduced
Commonwealth Equity Services, LLC392,514$8.78M0.01%+40,012+11.4%Added
Intech Investment Management LLC381,872$8.54M0.08%+153,892+67.5%Added
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund375,367$8.39M0.12%+375,367New
Mercer Global Advisors Inc373,231$8.35M0.01%+33,261+9.8%Added
Pictet Asset Management Holding SA372,245$8.34M0.01%+5,663+1.5%Added
Universal- Beteiligungs- und Servicegesellschaft mbH362,388$8.24M0.01%+50,691+16.3%Added
Wealth Enhancement Advisory Services, LLC350,439$8.15M0.01%+290,085+480.6%Added
Payden & Rygel361,100$8.07M0.56%−30,200−7.7%Reduced
South Dakota Investment Council356,984$7.98M0.15%−6,000−1.7%Reduced
Horizon Investments, LLC355,372$7.95M0.10%+355,372New
TD Asset Management Inc344,125$7.69M0.01%+136,668+65.9%Added
Cambridge Investment Research Advisors, Inc.338,953$7.58M0.02%−4,576−1.3%Reduced
DnB Asset Management AS336,067$7.51M0.03%+209,435+165.4%Added
MetLife Investment Management333,758$7.46M0.04%+3,736+1.1%Added
QRG Capital Management, Inc.327,771$7.33M0.08%+71,080+27.7%Added
State of Wisconsin Investment Board323,352$7.23M0.02%+9,325+3.0%Added
Sage Advisors, LLC320,533$7.17M4.75%+124,987+63.9%Added
Citadel Advisors LLC318,839$7.13M0.00%+318,839New