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AGNC Investment (AGNC) Institutional Ownership

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$11.04 -0.19 (-1.65%)
As of 11:30 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for AGNC Investment (NASDAQ:AGNC)

Current
Institutional Ownership
Percentage
38.28%
Number of
Institutional Buyers
(last 12 months)
456
Total
Institutional Inflows
(last 12 months)
$813.37M
Number of
Institutional Sellers
(last 12 months)
189
Total
Institutional Outflows
(last 12 months)
$442.67M
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AGNC Institutional Buying and Selling by Quarter

AGNC Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Annex Advisory Services LLC12,838$140K0.0%-76.0%0.001%
7/10/2026 Handelsbanken Fonder AB353,300$3.85M0.0%+0.3%0.031%
7/10/2026 Spinnaker Investment Group LLC75,595$824K0.1%+1.4%0.007%
7/10/2026 Wealthcare Advisory Partners LLC25,024$273K0.0%-22.9%0.002%
7/9/2026 Key Client Fiduciary Advisors LLC41,853$456K0.1%+17.2%0.004%
7/9/2026 Steadtrust LLC94,592$1.03M0.5%+6.8%0.008%
7/9/2026 Fortitude Financial LLC156,548$1.71M1.5%-0.7%0.014%
7/9/2026 Focus Financial Network Inc.12,757$139K0.0%N/A0.001%
7/9/2026 GoalVest Advisory LLC96,949$1.06M0.2%+3,855.5%0.008%
7/8/2026 Shulman DeMeo Asset Management LLC19,399$211K0.0%-11.4%0.002%
7/8/2026 Cooper Financial Group132,397$1.44M0.1%-17.2%0.012%
7/8/2026 Attessa Capital LLC26,005$283K0.1%N/A0.002%
7/7/2026 Fermata Advisors LLC41,604$453K0.1%-25.0%0.004%
7/7/2026 Post Resch Tallon Group Inc.16,689$182K0.1%N/A0.001%
7/7/2026 Balefire LLC220,312$2.40M0.4%+1.8%0.019%
7/7/2026 GAMMA Investing LLC11,556$126K0.0%+15.9%0.001%
7/7/2026 Howard Financial Services LTD.76,372$832K0.1%+2.6%0.007%
6/16/2026 PVG Asset Management Corp14,905$156K0.1%-25.6%0.001%
6/11/2026LFG Wealth Partners LLC299,242$3.00M1.8%+9.4%0.026%
6/3/2026NewEdge Advisors LLC127,763$1.28M0.0%+132.6%0.011%
6/1/2026Integrated Investment Consultants LLC97,586$979K0.2%+41.3%0.009%
5/28/2026Cozad Asset Management Inc.175,365$1.76M0.1%-1.9%0.015%
5/19/2026Bank of America Corp DE8,658,310$86.84M0.0%-20.2%0.754%
5/19/2026Edgestream Partners L.P.392,817$3.94M0.1%+58.3%0.034%
5/19/2026Janus Henderson Group PLC486,442$4.88M0.0%+4.7%0.042%
5/18/2026Sunbelt Securities Inc.28,459$285K0.0%-12.5%0.002%
5/18/2026Amundi197,626$1.98M0.0%+194.9%0.017%
5/18/2026EverSource Wealth Advisors LLC16,273$163K0.0%+18.8%0.001%
5/18/2026Talon Private Wealth LLC11,500$115K0.0%N/A0.001%
5/18/2026California State Teachers Retirement System1,209,012$12.13M0.0%+21.8%0.105%
5/18/2026Royal Bank of Canada1,682,178$16.87M0.0%-6.7%0.147%
5/18/2026Estate Counselors LLC195,095$1.96M0.2%N/A0.017%
5/16/2026The Manufacturers Life Insurance Company 290,991$2.92M0.0%+12.7%0.025%
5/16/2026Infrastructure Capital Advisors LLC42,072$422K0.0%+15.6%0.004%
5/16/2026Quantinno Capital Management LP359,328$3.60M0.0%+26.0%0.031%
5/16/2026SummitTX Capital L.P.223,801$2.25M0.1%-33.2%0.019%
5/15/2026Sona Asset Management US LLC100,000$1.00M0.0%N/A0.009%
5/15/2026Weiss Asset Management LP59,223$594K0.0%-66.2%0.005%
5/15/2026Everest Financial Group LLC31,200$313K0.1%N/A0.003%
5/15/2026Van Diest Capital LLC12,067$121K0.1%N/A0.001%
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5/15/2026Cannell & Spears LLC139,061$1.39M0.0%+26.9%0.012%
5/14/2026Renaissance Technologies LLC1,844,929$18.51M0.0%-73.1%0.161%
5/14/2026Inceptionr LLC36,117$362K0.1%N/A0.003%
5/14/2026Gibbs Wealth Management12,798$128K0.0%N/A0.001%
5/14/2026Sei Investments Co.472,417$4.74M0.0%+12.1%0.041%
5/14/2026Lido Advisors LLC76,781$780K0.0%+588.5%0.007%
5/14/2026Walleye Capital LLC20,087$201K0.0%N/A0.002%
5/13/2026Cetera Investment Advisers1,157,316$11.61M0.0%+24.1%0.101%
5/13/2026Icon Advisers Inc. Co.604,131$6.06M1.4%+679.4%0.053%
5/13/2026NewEdge Wealth LLC61,554$617K0.0%-57.7%0.005%
5/13/2026Wiregrass Investment Management LLC88,794$891K0.7%N/A0.008%
5/13/2026First Trust Advisors LP1,508,916$15.13M0.0%+13,508.5%0.131%
5/8/2026PNC Financial Services Group Inc.19,288$193K0.0%+35.9%0.002%
5/8/2026Baader Bank Aktiengesellschaft23,609$237K0.0%+26.7%0.002%
5/7/2026Meeder Advisory Services Inc.27,253$273K0.0%-5.3%0.002%
5/7/2026 Balefire LLC216,468$2.17M0.4%-39.6%0.019%
5/7/2026AlphaCentric Advisors LLC8,859$89K0.1%N/A0.001%
5/7/2026KBC Group NV574,465$5.76M0.0%+1,734.5%0.050%
5/7/2026Swiss National Bank2,123,100$21.30M0.0%+3.4%0.185%
5/6/2026California Public Employees Retirement System1,535,758$15.40M0.0%+3.4%0.134%
5/6/2026Advisortrust Partners LLC33,571$337K0.1%+9.6%0.003%
5/6/2026Allspring Global Investments Holdings LLC377,160$3.78M0.0%-90.1%0.034%
5/6/2026Frisch Financial Group Inc.19,555$198K0.0%-6.6%0.002%
5/6/2026 Independent Financial Group LLC402,057$4.03M0.1%N/A0.036%
5/5/2026D.A. Davidson & CO.38,937$391K0.0%+17.5%0.003%
5/5/2026Navigation Group LLC18,880$189K0.0%N/A0.002%
5/5/2026Bank of New York Mellon Corp3,558,166$35.69M0.0%+3.5%0.317%
5/5/2026Illinois Municipal Retirement Fund270,597$2.71M0.0%+36.5%0.024%
5/5/2026Aubrey Capital Management Ltd60,000$602K0.3%-54.5%0.005%
5/5/2026Sanctuary Advisors LLC79,887$801K0.0%+6.7%0.007%
5/5/2026Avantax Planning Partners Inc.26,837$269K0.0%-10.4%0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management39,380$395K0.0%+179.0%0.004%
5/4/2026Archer Investment Corp4,889$49K0.0%+31.4%0.000%
5/4/2026WJ Financial Advisors LLC50,348$505K0.4%-8.5%0.004%
5/4/2026NWF Advisory Services Inc.12,449$125K0.0%N/A0.001%
5/2/2026Avion Wealth2,727$27K0.0%+286.3%0.000%
5/2/2026International Assets Investment Management LLC539,565$5.41M0.1%+10.9%0.048%
5/2/2026Castleview Partners LLC28,564$286K0.1%-28.9%0.003%
5/2/2026Diversify Wealth Management LLC81,677$896K0.0%N/A0.007%
5/1/2026Ferguson Wellman Capital Management Inc.35,000$351K0.0%N/A0.003%
5/1/2026Simplicity Wealth LLC223,823$2.25M0.1%-4.7%0.020%
5/1/2026 Sequoia Financial Advisors LLC23,300$234K0.0%+20.0%0.002%
5/1/2026 Relyea Zuckerberg Hanson LLC16,002$160K0.0%N/A0.001%
4/30/2026Hsbc Holdings PLC67,122$671K0.0%+116.1%0.006%
4/30/2026Winch Advisory Services LLC20,112$202K0.0%+5.9%0.002%
4/30/2026Summit Securities Group LLC72,600$728K0.1%-40.0%0.006%
4/30/2026Waterfront Wealth Inc.95,461$957K0.2%-46.1%0.008%
4/30/2026Kestra Advisory Services LLC299,678$3.01M0.0%+66.2%0.027%
4/29/2026Resonant Capital Advisors LLC10,414$106K0.0%N/A0.001%
4/28/2026Abel Hall LLC41,619$417K0.1%-24.1%0.004%
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4/28/2026Fortitude Advisory Group L.L.C.88,000$883K0.4%-1.8%0.008%
4/28/2026Stephens Inc. AR39,229$393K0.0%-5.2%0.003%
4/28/2026Astoria Portfolio Advisors LLC.155,571$1.73M0.4%+9.7%0.014%
4/28/2026Praxis Investment Management Inc.39,508$396K0.0%+17.2%0.004%
4/28/2026Beacon Financial Advisory LLC10,555$106K0.0%N/A0.001%
4/28/2026 QRG Capital Management Inc.570,650$5.72M0.1%+921.8%0.051%
4/27/2026 Simplify Asset Management Inc.103,485$1.04M0.0%-18.5%0.009%
4/27/2026PFG Investments LLC364,625$3.66M0.2%+10.2%0.032%
4/27/2026World Investment Advisors20,528$206K0.0%+5.5%0.002%
4/27/2026Private Advisor Group LLC236,704$2.37M0.0%-1.2%0.021%


AGNC Institutional Ownership - Frequently Asked Questions

During the previous two years, 666 institutional investors and hedge funds held shares of AGNC Investment. The most heavily invested institutionals were Vanguard Group Inc. ($1.05B), Geode Capital Management LLC ($312.28M), State Street Corp ($197.77M), Vaughan Nelson Investment Management L.P. ($162.83M), Norges Bank ($141.83M), UBS Group AG ($103.52M), and Equity Investment Corp ($102.08M).Learn more on AGNC Investment's institutional investors.

38.28% of AGNC Investment's stock is owned by institutional investors. Learn more on AGNC's institutional investor holdings.

Of the 614 institutional investors that purchased AGNC Investment's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($46.40M), Norges Bank ($34.66M), Vanguard Group Inc. ($15.68M), Vaughan Nelson Investment Management L.P. ($12.23M), Raymond James Financial Inc. ($9.54M), Geode Capital Management LLC ($6.61M), and UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($5.02M).

Institutional investors have bought a total of 81,256,792 shares in the last 24 months. This purchase volume represents approximately $813.37M in transactions.

Of the 189 institutional investors that sold AGNC Investment's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allspring Global Investments Holdings LLC ($8.17M), Renaissance Technologies LLC ($5.02M), First Trust Advisors LP ($3.84M), Royal Bank of Canada ($2.47M), SG Americas Securities LLC ($2.43M), UBS Group AG ($2.21M), and Bank of America Corp DE ($2.19M).

Institutional investors have sold a total of 43,730,993 shares in the last 24 months. This volume of shares sold represents approximately $442.67M in transactions.


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This page (NASDAQ:AGNC) was last updated on 7/20/2026 by MarketBeat.com Staff.
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