AGNC Investment (AGNC) Institutional Ownership

$10.05

+0.18 (+1.82%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 38.28%
Number of Institutional Buyers (last 12 months): 257
Total Institutional Inflows (last 12 months): $705.13M

Number of Institutional Sellers (last 12 months): 120
Total Institutional Outflows (last 12 months): $194.20M

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AGNC Institutional Buying and Selling by Quarter

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AGNC Investment Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Summit Securities Group LLC	53,600	$511K	0.1%	+70.2%	0.007%
7/26/2024	Allspring Global Investments Holdings LLC	8,048,520	$76.78M	0.1%	+0.4%	1.107%
7/26/2024	Bank of New York Mellon Corp	2,435,422	$23.23M	0.0%	+8.4%	0.335%
7/23/2024	All Season Financial Advisors Inc.	42,033	$401K	0.4%	-3.7%	0.006%
7/23/2024	Dupree Financial Group LLC	1,841,079	$17.56M	8.0%	-1.0%	0.253%
7/23/2024	KG&L Capital Management LLC	66,260	$632K	0.2%	+2.7%	0.009%
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7/23/2024	Essex LLC	10,200	$97K	0.0%	N/A	0.001%
7/22/2024	Atria Wealth Solutions Inc.	419,634	$4.04M	0.0%	+15.6%	0.058%
7/22/2024	SeaCrest Wealth Management LLC	44,268	$422K	0.0%	+6.2%	0.006%
7/19/2024	Vaughan Nelson Investment Management L.P.	4,807,050	$45.86M	0.4%	+6.4%	0.661%
7/19/2024	Raymond James & Associates	1,183,905	$11.29M	0.0%	-6.1%	0.163%
7/18/2024	Foster Victor Wealth Advisors LLC	44,614	$469K	0.0%	+20.5%	0.006%
7/18/2024	O ROURKE & COMPANY Inc	17,349	$166K	0.1%	-18.4%	0.002%
7/17/2024	PL Capital Advisors LLC	593,372	$5.66M	2.4%	-7.8%	0.082%
7/17/2024	Baader Bank Aktiengesellschaft	33,587	$320K	0.0%	N/A	0.005%
7/17/2024	180 Wealth Advisors LLC	22,652	$230K	0.0%	+40.6%	0.003%
7/16/2024	Envestnet Portfolio Solutions Inc.	104,052	$993K	0.0%	+12.4%	0.014%
7/16/2024	ORG Partners LLC	7,380	$70K	0.0%	N/A	0.001%
7/16/2024	Wealth Enhancement Advisory Services LLC	55,714	$532K	0.0%	+6.5%	0.008%
7/16/2024	Wedmont Private Capital	54,547	$570K	0.0%	+39.2%	0.008%
7/16/2024	Cooper Financial Group	94,719	$904K	0.1%	+8.2%	0.013%
7/15/2024	Dynamic Advisor Solutions LLC	34,181	$326K	0.0%	+159.0%	0.005%
7/15/2024	Parisi Gray Wealth Management	46,000	$439K	0.2%	-4.2%	0.006%
7/13/2024	Fermata Advisors LLC	40,883	$390K	0.1%	+76.1%	0.006%
7/12/2024	Howard Financial Services LTD.	57,314	$547K	0.1%	+9.2%	0.008%
7/12/2024	SG Americas Securities LLC	102,601	$979K	0.0%	N/A	0.014%
7/12/2024	QRG Capital Management Inc.	30,736	$293K	0.0%	-33.1%	0.004%
7/12/2024	Annex Advisory Services LLC	21,119	$201K	0.0%	N/A	0.003%
7/10/2024	LifePro Asset Management	378,016	$3.61M	2.6%	+24.5%	0.052%
7/10/2024	CWM LLC	86,030	$821K	0.0%	-39.7%	0.012%
7/2/2024	Transcend Capital Advisors LLC	592,674	$5.65M	0.4%	+5.3%	0.082%
6/24/2024	Lazari Capital Management Inc.	25,105	$249K	0.1%	-5.6%	0.003%
6/21/2024	Cape Investment Advisory Inc.	4,676	$46K	0.0%	-56.5%	0.001%
5/30/2024	Motiv8 Investments LLC	12,309	$122K	0.1%	-18.9%	0.002%
5/28/2024	Boston Partners	1,437,698	$14.23M	0.0%	+522.4%	0.198%
5/24/2024	Cetera Advisors LLC	76,227	$755K	0.0%	+31.9%	0.010%
5/24/2024	Cetera Investment Advisers	324,111	$3.21M	0.0%	+319.8%	0.045%
5/21/2024	LRI Investments LLC	3,927	$38K	0.0%	N/A	0.001%
5/20/2024	Virtu Financial LLC	87,765	$869K	0.1%	+20.1%	0.012%
5/20/2024	Highlander Capital Management LLC	15,940	$158K	0.1%	+8.1%	0.002%
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5/20/2024	Bluefin Capital Management LLC	11,000	$109K	0.0%	+22.2%	0.002%
5/17/2024	Tidal Investments LLC	10,906	$108K	0.0%	N/A	0.002%
5/16/2024	California State Teachers Retirement System	674,005	$6.67M	0.0%	+3.5%	0.093%
5/16/2024	B. Riley Wealth Advisors Inc.	30,297	$290K	0.0%	-77.3%	0.004%
5/16/2024	Janus Henderson Group PLC	310,813	$3.07M	0.0%	+11.8%	0.043%
5/16/2024	Kraft Davis & Associates LLC	14,850	$145K	0.0%	N/A	0.002%
5/15/2024	SVB Wealth LLC	51,367	$509K	0.0%	+17.2%	0.007%
5/15/2024	Public Employees Retirement System of Ohio	274,631	$2.72M	0.0%	+1.5%	0.038%
5/15/2024	Price T Rowe Associates Inc. MD	351,975	$3.49M	0.0%	+9.5%	0.048%
5/15/2024	Beck Capital Management LLC	543,552	$5.38M	1.5%	+29.6%	0.075%
5/15/2024	LRI Investments LLC	3,927	$38K	0.0%	N/A	0.001%
5/15/2024	1832 Asset Management L.P.	800,000	$7.92M	0.0%	N/A	0.110%
5/15/2024	Quadrature Capital Ltd	47,895	$473K	0.0%	-71.9%	0.007%
5/14/2024	Sheaff Brock Investment Advisors LLC	101,097	$1.00M	0.1%	+3.7%	0.014%
5/14/2024	Advisors Asset Management Inc.	713,072	$7.06M	0.1%	+49.4%	0.098%
5/14/2024	CreativeOne Wealth LLC	13,663	$135K	0.0%	N/A	0.002%
5/14/2024	EntryPoint Capital LLC	2,532	$25K	0.0%	-29.7%	0.000%
5/14/2024	Stieven Capital Advisors L.P.	1,101,400	$10.90M	2.3%	+0.1%	0.152%
5/13/2024	Clearbridge Investments LLC	4,460,779	$44.16M	0.0%	-39.6%	0.614%
5/11/2024	Covestor Ltd	6,849	$68K	0.0%	+905.7%	0.001%
5/10/2024	Osaic Holdings Inc.	1,173,849	$11.62M	0.0%	+8.1%	0.169%
5/10/2024	Vanguard Group Inc.	65,735,466	$650.78M	0.0%	+3.7%	9.458%
5/10/2024	Intech Investment Management LLC	15,096	$149K	0.0%	N/A	0.002%
5/10/2024	Prevail Innovative Wealth Advisors LLC	279,347	$2.77M	1.0%	+6.9%	0.040%
5/10/2024	Forge First Asset Management Inc.	266,700	$2.64M	0.8%	N/A	0.038%
5/9/2024	Kingsview Wealth Management LLC	12,765	$126K	0.0%	-20.7%	0.002%
5/9/2024	State Board of Administration of Florida Retirement System	535,360	$5.40M	0.0%	-3.4%	0.077%
5/9/2024	Camelot Portfolios LLC	11,972	$119K	0.1%	-39.7%	0.002%
5/9/2024	Rogco LP	15,000	$148K	0.1%	N/A	0.002%
5/8/2024	Cozad Asset Management Inc.	141,778	$1.40M	0.1%	+6.0%	0.020%
5/8/2024	Avantax Advisory Services Inc.	16,847	$167K	0.0%	+6.7%	0.002%
5/8/2024	US Bancorp DE	62,676	$620K	0.0%	+26.3%	0.009%
5/8/2024	Russell Investments Group Ltd.	358,286	$3.55M	0.0%	-56.1%	0.052%
5/8/2024	QRG Capital Management Inc.	45,948	$455K	0.0%	-86.3%	0.007%
5/7/2024	Sei Investments Co.	650,874	$6.44M	0.0%	-5.9%	0.094%
5/7/2024	Atomi Financial Group Inc.	25,257	$250K	0.0%	+17.0%	0.004%
5/7/2024	Significant Wealth Partners LLC	228,286	$2.26M	1.5%	+778.8%	0.033%
5/7/2024	Swiss National Bank	1,325,200	$13.12M	0.0%	+11.0%	0.191%
5/7/2024	Equity Investment Corp	6,870,571	$68.02M	1.7%	+16.2%	0.989%
5/7/2024	Insight Advisors LLC PA	14,575	$144K	0.0%	N/A	0.002%
5/7/2024	AIA Group Ltd	36,387	$360K	0.0%	+13.7%	0.005%
5/6/2024	Envestnet Portfolio Solutions Inc.	92,597	$917K	0.0%	+89.5%	0.013%
5/6/2024	Duality Advisers LP	13,422	$133K	0.0%	N/A	0.002%
5/3/2024	BI Asset Management Fondsmaeglerselskab A S	5,404	$53K	0.0%	N/A	0.001%
5/3/2024	Delphi Financial Group Inc.	55,000	$544K	0.4%	N/A	0.008%
5/2/2024	Choreo LLC	25,726	$255K	0.0%	-21.8%	0.004%
5/2/2024	PL Capital Advisors LLC	643,372	$6.37M	2.4%	+3.6%	0.093%
5/1/2024	Janney Montgomery Scott LLC	154,175	$1.53M	0.0%	+13.5%	0.022%
5/1/2024	BNP Paribas Financial Markets	346,731	$3.43M	0.0%	+7.2%	0.050%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	1,912,032	$18.85M	0.0%	-3.9%	0.275%
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5/1/2024	Retirement Group LLC	7,604	$75K	0.0%	+57.6%	0.001%
4/30/2024	Private Advisor Group LLC	158,671	$1.57M	0.0%	+1.1%	0.023%
4/30/2024	Consolidated Portfolio Review Corp	55,271	$547K	0.1%	-7.8%	0.008%
4/30/2024	J.W. Cole Advisors Inc.	24,590	$243K	0.0%	+62.4%	0.004%
4/30/2024	Norden Group LLC	20,618	$204K	0.0%	+20.7%	0.003%
4/30/2024	Van ECK Associates Corp	3,115,605	$30.84M	0.0%	+21.3%	0.448%
4/30/2024	SpiderRock Advisors LLC	60,613	$582K	0.0%	N/A	0.009%
4/30/2024	Caprock Group LLC	114,289	$1.15M	0.1%	+25.0%	0.016%
4/30/2024	Perigon Wealth Management LLC	18,887	$187K	0.0%	-7.5%	0.003%
4/30/2024	Allspring Global Investments Holdings LLC	8,015,707	$79.36M	0.1%	+4.3%	1.153%

(Data available from 1/1/2016 forward)

AGNC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGNC shares?: During the previous two years, 472 institutional investors and hedge funds held shares of AGNC Investment. The most heavily invested institutionals were Vanguard Group Inc. ($650.78M), BlackRock Inc. ($255.83M), Geode Capital Management LLC ($88.87M), Allspring Global Investments Holdings LLC ($76.78M), Norges Bank ($69.22M), Equity Investment Corp ($68.02M), and Marshall Wace LLP ($55.68M).Learn more on AGNC's institutional investors.
What percentage of AGNC Investment stock is owned by institutional investors?: 38.28% of AGNC Investment stock is owned by institutional investors. Learn more on AGNC's institutional investor holdings.
Which institutional investors have been buying AGNC Investment stock?: Of the 421 institutional investors that purchased AGNC Investment stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($8.63M), Bank Julius Baer & Co. Ltd Zurich ($7.86M), Clearbridge Investments LLC ($7.38M), Norges Bank ($7.06M), Centiva Capital LP ($6.98M), Marshall Wace LLP ($5.32M), and Virginia Retirement Systems ET AL ($5.20M).

How much institutional buying is happening at AGNC Investment?: Institutional investors have bought a total of 142,401,998 shares in the last 24 months. This purchase volume represents approximately $1.41B in transactions.
Which AGNC Investment major shareholders have been selling company stock?: Of the 213 institutional investors that sold AGNC Investment stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Macquarie Group Ltd. ($4.84M), Amundi ($4.56M), Clearbridge Investments LLC ($2.92M), Jupiter Asset Management Ltd. ($2.62M), Capital Advisors Inc. OK ($2.19M), Bank of New York Mellon Corp ($1.86M), and BlackRock Inc. ($1.52M).
How much institutional selling is happening at AGNC Investment?: Institutional investors have sold a total of 48,291,297 shares in the last 24 months. This volume of shares sold represents approximately $482.66M in transactions.