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Dynex Capital (DX) Institutional Ownership

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$13.00 -0.09 (-0.65%)
As of 01:07 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Dynex Capital (NYSE:DX)

Current
Institutional Ownership
Percentage
38.34%
Number of
Institutional Buyers
(last 12 months)
184
Total
Institutional Inflows
(last 12 months)
$561.41M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$100.09M
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DX Institutional Buying and Selling by Quarter

Dynex Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026 Segall Bryant & Hamill LLC1,534,596$19.58M0.2%N/A0.713%
5/19/2026 EMG Holdings L.P.345,000$4.40M1.1%N/A0.160%
5/19/2026 Bank of America Corp DE763,452$9.74M0.0%+321.0%0.355%
5/19/2026 Edgestream Partners L.P.206,154$2.63M0.1%N/A0.096%
5/19/2026 Janus Henderson Group PLC73,208$934K0.0%+45.2%0.034%
5/19/2026 Centaurus Financial Inc.13,865$177K0.0%N/A0.006%
5/18/2026 California State Teachers Retirement System191,183$2.44M0.0%+51.5%0.089%
5/18/2026 Royal Bank of Canada1,531,103$19.54M0.0%+2,358.9%0.712%
5/16/2026 The Manufacturers Life Insurance Company 84,893$1.08M0.0%+27.3%0.039%
5/16/2026 IMG Wealth Management Inc.3,410$44K0.0%+55.9%0.002%
5/16/2026 Quantinno Capital Management LP43,039$549K0.0%+17.6%0.020%
5/15/2026 Callodine Capital Management LP1,670,854$21.32M1.5%N/A0.777%
5/14/2026 Inceptionr LLC53,287$680K0.2%N/A0.025%
5/14/2026 Sei Investments Co.185,557$2.37M0.0%-24.3%0.086%
5/14/2026 Lido Advisors LLC109,768$1.42M0.0%+104.2%0.051%
5/14/2026 Walleye Capital LLC10,942$140K0.0%N/A0.005%
5/13/2026 Cetera Investment Advisers85,519$1.09M0.0%+42.3%0.040%
5/13/2026 First Trust Advisors LP531,415$6.78M0.0%+143.8%0.247%
5/8/2026 PNC Financial Services Group Inc.6,638$85K0.0%+93.4%0.003%
5/7/2026 Swiss National Bank290,533$3.71M0.0%+13.4%0.135%
5/6/2026 Jennison Associates LLC68,893$879K0.0%-2.3%0.032%
5/6/2026 Morling Financial Advisors LLC83,931$1.07M0.3%N/A0.039%
5/6/2026 Independent Financial Group LLC23,507$300K0.0%N/A0.011%
5/5/2026 Bank of New York Mellon Corp689,040$8.79M0.0%+25.3%0.320%
5/2/2026 Castleview Partners LLC39,000$498K0.3%+25.8%0.018%
5/1/2026 Manning & Napier Advisors LLC200,000$2.55M0.0%N/A0.093%
4/29/2026 Jackson Thornton Wealth Management LLC30,628$403K0.0%-17.4%0.015%
4/29/2026 Integrated Advisors Network LLC12,964$165K0.0%N/A0.006%
4/28/2026 Abel Hall LLC18,489$236K0.1%-5.4%0.009%
4/27/2026 Simplify Asset Management Inc.81,579$1.04M0.0%-23.8%0.039%
4/27/2026 Private Advisor Group LLC13,427$171K0.0%N/A0.006%
4/27/2026 Y Intercept Hong Kong Ltd220,389$2.81M0.1%-60.0%0.106%
4/25/2026 Strs Ohio34,800$444K0.0%+34.4%0.017%
4/24/2026 Peregrine Capital Management LLC316,523$4.04M0.1%-15.1%0.153%
4/23/2026 GraniteShares Advisors LLC174,227$2.22M1.6%-10.3%0.084%
4/22/2026 Pictet Asset Management Holding SA21,627$276K0.0%+38.1%0.010%
4/22/2026 Sterling Capital Management LLC6,621$84K0.0%-21.9%0.003%
4/21/2026 Penbrook Management LLC10,050$128K0.1%N/A0.005%
4/21/2026 Contravisory Investment Management Inc.19,250$246K0.1%N/A0.009%
4/20/2026 Ritholtz Wealth Management15,621$199K0.0%N/A0.008%
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4/17/2026 FARMERS & MERCHANTS TRUST Co OF LONG BEACH11,000$140K0.0%-7.3%0.005%
4/16/2026 SG Americas Securities LLC51,185$653K0.0%-53.2%0.025%
3/9/2026 Corient Private Wealth LLC21,878$307K0.0%N/A0.011%
2/19/2026 Invesco Ltd.1,313,446$18.40M0.0%-14.4%0.751%
2/19/2026 Corient Private Wealth LLC21,878$307K0.0%N/A0.013%
2/18/2026 Ameriflex Group Inc.8,900$125K0.1%-56.2%0.005%
2/18/2026 Mercer Global Advisors Inc. ADV17,467$245K0.0%N/A0.010%
2/18/2026 Vident Advisory LLC18,076$253K0.0%N/A0.010%
2/18/2026 Tudor Investment Corp ET AL37,138$520K0.0%N/A0.021%
2/18/2026 Millennium Management LLC2,050,349$28.73M0.0%-8.3%1.173%
2/18/2026 Engineers Gate Manager LP151,377$2.12M0.0%+290.8%0.087%
2/18/2026 Balyasny Asset Management L.P.2,136,636$29.93M0.0%+87.8%1.222%
2/17/2026 Freestone Grove Partners LP89,005$1.25M0.0%-1.5%0.051%
2/17/2026 Schonfeld Strategic Advisors LLC240,171$3.37M0.0%N/A0.137%
2/17/2026 AQR Capital Management LLC265,247$3.72M0.0%+86.0%0.152%
2/17/2026 Abel Hall LLC19,549$274K0.1%N/A0.011%
2/17/2026 Cetera Investment Advisers60,118$842K0.0%+26.2%0.034%
2/17/2026 Jain Global LLC136,894$1.92M0.0%N/A0.078%
2/17/2026 Kovack Advisors Inc.25,776$361K0.0%+7.1%0.015%
2/17/2026 Price T Rowe Associates Inc. MD82,828$1.16M0.0%+18.9%0.047%
2/17/2026 Osaic Holdings Inc.49,898$699K0.0%+68.9%0.029%
2/17/2026 California State Teachers Retirement System126,182$1.77M0.0%+15.4%0.072%
2/17/2026 Russell Investments Group Ltd.20,849$292K0.0%+18.8%0.012%
2/17/2026 Captrust Financial Advisors56,795$796K0.0%+59.7%0.032%
2/17/2026 ExodusPoint Capital Management LP262,654$3.68M0.0%N/A0.150%
2/17/2026 Royal Bank of Canada62,267$872K0.0%-97.4%0.036%
2/17/2026 Graham Capital Management L.P.188,818$2.65M0.1%N/A0.108%
2/16/2026 Squarepoint Ops LLC144,924$2.03M0.0%N/A0.083%
2/16/2026 MML Investors Services LLC13,994$196K0.0%N/A0.008%
2/16/2026 Mariner LLC43,363$607K0.0%-16.8%0.025%
2/16/2026 FJ Capital Management LLC63,085$884K0.1%N/A0.036%
2/16/2026 Entropy Technologies LP98,004$1.37M0.1%N/A0.056%
2/16/2026 Barclays PLC293,637$4.11M0.0%+40.7%0.168%
2/13/2026 Marshall Wace LLP285,394$4.00M0.0%N/A0.163%
2/13/2026 The Manufacturers Life Insurance Company 66,706$935K0.0%+8.6%0.038%
2/13/2026 CANADA LIFE ASSURANCE Co14,063$197K0.0%-70.8%0.008%
2/13/2026 UMB Bank n.a.3,500$49K0.0%N/A0.002%
2/13/2026 Stifel Financial Corp33,590$471K0.0%+77.2%0.019%
2/13/2026 Waterfall Asset Management LLC277,300$3.88M2.1%+84.9%0.159%
2/13/2026 Virtus Advisers LLC21,593$303K0.1%+117.0%0.012%
2/13/2026 First Trust Advisors LP217,988$3.05M0.0%+117.4%0.125%
2/13/2026 Charles Schwab Investment Management Inc.1,228,891$17.22M0.0%+12.3%0.703%
2/13/2026 Police & Firemen s Retirement System of New Jersey37,248$522K0.0%+6.6%0.021%
2/13/2026 State Street Corp3,032,436$42.48M0.0%+11.5%1.735%
2/13/2026 Van ECK Associates Corp1,303,182$18.26M0.0%+16.0%0.745%
2/13/2026 Victory Capital Management Inc.1,657,704$23.22M0.0%-3.6%0.948%
2/13/2026 Ieq Capital LLC33,053$463K0.0%N/A0.019%
2/13/2026 Dynamic Technology Lab Private Ltd62,153$871K0.2%+252.7%0.036%
2/13/2026 Wells Fargo & Company MN235,871$3.31M0.0%+61.5%0.135%
2/13/2026 Y Intercept Hong Kong Ltd551,507$7.73M0.2%+270.5%0.315%
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2/13/2026 Wealthspire Advisors LLC23,519$330K0.0%+30.7%0.013%
2/13/2026 Summit Financial LLC211,048$2.96M0.0%+0.4%0.121%
2/12/2026 Advisors Asset Management Inc.403,876$5.66M0.1%+60.1%0.231%
2/12/2026 Federation des caisses Desjardins du Quebec2,000$28K0.0%N/A0.001%
2/12/2026 Orion Porfolio Solutions LLC13,630$191K0.0%+16.6%0.008%
2/12/2026 MetLife Investment Management LLC1,195,409$16.75M0.1%-19.4%0.684%
2/12/2026 Commonwealth Equity Services LLC115,815$1.62M0.0%+33.8%0.066%
2/12/2026 StoneX Group Inc.24,540$344K0.0%+7.2%0.014%
2/12/2026 Renaissance Technologies LLC423,600$5.94M0.0%N/A0.242%
2/12/2026 EntryPoint Capital LLC26,112$366K0.1%N/A0.015%


DX Institutional Ownership - Frequently Asked Questions

During the previous two years, 245 institutional investors and hedge funds held shares of Dynex Capital. The most heavily invested institutionals were Vanguard Group Inc. ($117.56M), Geode Capital Management LLC ($48.89M), State Street Corp ($42.48M), Balyasny Asset Management L.P. ($29.93M), Millennium Management LLC ($28.73M), Victory Capital Management Inc. ($23.22M), and Ameriprise Financial Inc. ($21.35M).Learn more on Dynex Capital's institutional investors.

38.34% of Dynex Capital's stock is owned by institutional investors. Learn more on DX's institutional investor holdings.

Of the 233 institutional investors that purchased Dynex Capital'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 ($19.15M), Millennium Management LLC ($4.46M), Vanguard Group Inc. ($2.78M), Balyasny Asset Management L.P. ($2.14M), Callodine Capital Management LP ($1.67M), Segall Bryant & Hamill LLC ($1.53M), and Royal Bank of Canada ($1.47M).

Institutional investors have bought a total of 44,376,550 shares in the last 24 months. This purchase volume represents approximately $561.41M in transactions.

Of the 57 institutional investors that sold Dynex Capital's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Royal Bank of Canada ($2.31M), UBS Group AG ($871.50K), Wellington Management Group LLP ($499.51K), Victory Capital Management Inc. ($423.69K), Y Intercept Hong Kong Ltd ($344.01K), MetLife Investment Management LLC ($287.06K), and First Trust Advisors LP ($262.92K).

Institutional investors have sold a total of 7,557,602 shares in the last 24 months. This volume of shares sold represents approximately $100.09M in transactions.



This page (NYSE:DX) was last updated on 6/1/2026 by MarketBeat.com Staff.
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