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Dynex Capital (DX) Institutional Ownership

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$11.07 -0.07 (-0.63%)
Closing price 10/1/2026 03:59 PM Eastern
Extended Trading
$11.14 +0.07 (+0.68%)
As of 08:04 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
197
Total
Institutional Inflows
(last 12 months)
$393.18M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$99.39M
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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
9/23/2026Envestnet Asset Management Inc.27,630$362K0.0%-15.9%0.011%
9/22/2026State Street Corp5,113,743$67.86M0.0%+12.8%2.067%
9/9/2026The Manufacturers Life Insurance Company105,760$1.39M0.0%+24.6%0.043%
9/9/2026WINTON GROUP Ltd60,500$793K0.0%N/A0.024%
9/9/2026Engineers Gate Manager LP240,574$3.15M0.0%+12.1%0.097%
9/9/2026Integrated Wealth Concepts LLC3,195$42K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC22,406$294K0.0%N/A0.009%
9/9/2026BayBridge Capital Group LLC30,020$394K0.2%+21.4%0.012%
9/8/2026Allworth Financial LP55,923$733K0.0%+5.1%0.023%
9/8/2026Arizona State Retirement System57,103$749K0.0%+41.6%0.023%
9/8/2026Carmignac Gestion44,846$588K0.0%N/A0.018%
8/27/2026Corient Private Wealth LP34,727$458K0.0%+195.1%0.014%
8/23/2026Morling Financial Advisors LLC87,228$1.14M0.3%+3.9%0.035%
8/22/2026AlphaGrep UK Ltd20,968$275K0.1%N/A0.008%
8/20/2026Susquehanna Fundamental Investments LLC348,385$4.57M0.1%-50.2%0.141%
8/20/2026Two Sigma Securities LLC19,431$255K0.0%+49.4%0.008%
8/20/2026Wedbush Securities Inc.12,265$161K0.0%N/A0.005%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC404,988$5.31M0.0%+17.6%0.164%
8/19/2026Van ECK Associates Corp1,485,109$19.47M0.0%-2.1%0.600%
8/19/2026Navellier & Associates Inc.67,356$883K0.1%-56.9%0.027%
8/19/2026Wellington Management Group LLP2,221,800$29.13M0.0%+142.9%0.898%
8/18/2026Centaurus Financial Inc.13,865$182K0.0%N/A0.006%
8/17/2026Capstone Investment Advisors LLC43,602$572K0.0%N/A0.018%
8/17/2026Corient Private Wealth LP21,956$288K0.0%N/A0.009%
8/17/2026Bank of America Corp DE323,981$4.25M0.0%N/A0.131%
8/15/2026Freestone Grove Partners LP75,293$987K0.0%N/A0.030%
8/15/2026Odyssean LLC183,328$2.40M0.4%+328.6%0.074%
8/15/2026Invst LLC10,501$138K0.0%N/A0.004%
8/15/2026Jupiter Topco LLC93,708$1.23M0.0%N/A0.038%
8/14/2026Legal & General Group Plc170,215$2.23M0.0%N/A0.069%
8/14/2026The Manufacturers Life Insurance Company105,760$1.39M0.0%N/A0.043%
8/14/2026Manning & Napier Advisors LLC200,000$2.62M0.0%N/A0.081%
8/13/2026Sanctuary Advisors LLC16,716$219K0.0%N/A0.007%
8/13/2026Connor Clark & Lunn Investment Management Ltd.93,635$1.23M0.0%N/A0.038%
8/12/2026Farringdon Capital Ltd.11,136$146K0.1%N/A0.005%
8/12/2026Madison Wealth Partners Inc10,121$133K0.0%N/A0.004%
8/11/2026Allworth Financial LP55,923$733K0.0%N/A0.023%
8/11/2026Virtus Advisers LLC14,611$192K0.1%N/A0.006%
8/11/2026Algebris UK Ltd.1,193,447$15.60M1.0%N/A0.482%
8/7/2026IMG Wealth Management Inc.10,895$143K0.1%+219.5%0.004%
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8/7/2026BlackRock Inc.18,437,985$241.72M0.0%+14.6%7.452%
8/7/2026Deutsche Bank AG227,104$2.98M0.0%+43.8%0.092%
8/6/2026Global Retirement Partners LLC8,290$109K0.0%N/A0.003%
8/6/2026Bank of New York Mellon Corp783,988$10.28M0.0%+13.8%0.317%
8/6/2026State of Wyoming10,552$138K0.0%N/A0.004%
8/6/2026GSA Capital Partners LLP246,089$3.23M0.2%+74.2%0.099%
8/6/2026Russell Investments Group Ltd.117,100$1.54M0.0%+394.1%0.047%
8/6/2026Maridea Wealth Management LLC28,065$368K0.0%-2.8%0.011%
8/5/2026KBC Group NV3,194$42K0.0%N/A0.001%
8/5/2026PDS Planning Inc45,450$596K0.0%+68.9%0.018%
8/5/2026Janney Montgomery Scott LLC58,664$769K0.0%-25.2%0.024%
8/5/2026Founders Financial Alliance LLC28,901$379K0.1%+11.8%0.012%
8/5/2026GraniteShares Advisors LLC200,477$2.63M1.7%+15.1%0.081%
8/3/2026Jennison Associates LLC79,006$1.04M0.0%+14.7%0.032%
8/1/2026Integrity Alliance LLC.16,683$219K0.0%+6.9%0.007%
7/30/2026Pictet Asset Management Holding SA23,872$313K0.0%+10.4%0.010%
7/29/2026Swiss Life Asset Management Ltd11,665$153K0.0%-38.5%0.005%
7/29/2026Kovack Advisors Inc.33,015$429K0.0%-40.3%0.015%
7/27/2026Cambridge Investment Research Advisors Inc.82,908$1.09M0.0%+10.1%0.039%
7/27/2026Global Assets Advisory LLC12,648$164K0.0%N/A0.006%
7/10/2026Handelsbanken Fonder AB68,600$899K0.0%N/A0.032%
7/8/2026Attessa Capital LLC15,116$198K0.1%N/A0.007%
7/7/2026Fermata Advisors LLC17,250$226K0.0%N/A0.008%
7/7/2026Moody National Bank Trust Division86,160$1.13M0.1%+12.1%0.040%
7/2/2026Versant Capital Management Inc2,896$38K0.0%+891.8%0.001%
6/16/2026PVG Asset Management Corp50,377$660K0.5%+90.8%0.023%
5/22/2026Segall Bryant & Hamill LLC1,534,596$19.58M0.2%N/A0.713%
5/19/2026EMG Holdings L.P.345,000$4.40M1.1%N/A0.160%
5/19/2026Bank of America Corp DE763,452$9.74M0.0%+321.0%0.355%
5/19/2026Edgestream Partners L.P.206,154$2.63M0.1%N/A0.096%
5/19/2026Janus Henderson Group PLC73,208$934K0.0%+45.2%0.034%
5/19/2026Centaurus Financial Inc.13,865$177K0.0%N/A0.006%
5/18/2026California State Teachers Retirement System191,183$2.44M0.0%+51.5%0.089%
5/18/2026Royal Bank of Canada1,531,103$19.54M0.0%+2,358.9%0.712%
5/16/2026The Manufacturers Life Insurance Company84,893$1.08M0.0%+27.3%0.039%
5/16/2026IMG Wealth Management Inc.3,410$44K0.0%+55.9%0.002%
5/16/2026Quantinno Capital Management LP43,039$549K0.0%+17.6%0.020%
5/15/2026Callodine Capital Management LP1,670,854$21.32M1.5%N/A0.777%
5/14/2026Inceptionr LLC53,287$680K0.2%N/A0.025%
5/14/2026Sei Investments Co.185,557$2.37M0.0%-24.3%0.086%
5/14/2026Lido Advisors LLC109,768$1.42M0.0%+104.2%0.051%
5/14/2026Walleye Capital LLC10,942$140K0.0%N/A0.005%
5/13/2026Cetera Investment Advisers85,519$1.09M0.0%+42.3%0.040%
5/13/2026First Trust Advisors LP531,415$6.78M0.0%+143.8%0.247%
5/8/2026PNC Financial Services Group Inc.6,638$85K0.0%+93.4%0.003%
5/7/2026Swiss National Bank290,533$3.71M0.0%+13.4%0.135%
5/6/2026Jennison Associates LLC68,893$879K0.0%-2.3%0.032%
5/6/2026Morling Financial Advisors LLC83,931$1.07M0.3%N/A0.039%
5/6/2026Independent Financial Group LLC23,507$300K0.0%N/A0.011%
5/5/2026Bank of New York Mellon Corp689,040$8.79M0.0%+25.3%0.320%
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5/2/2026Castleview Partners LLC39,000$498K0.3%+25.8%0.018%
5/1/2026Manning & Napier Advisors LLC200,000$2.55M0.0%N/A0.093%
4/29/2026Jackson Thornton Wealth Management LLC30,628$403K0.0%-17.4%0.015%
4/29/2026Integrated Advisors Network LLC12,964$165K0.0%N/A0.006%
4/28/2026Abel Hall LLC18,489$236K0.1%-5.4%0.009%
4/27/2026Simplify Asset Management Inc.81,579$1.04M0.0%-23.8%0.039%
4/27/2026Private Advisor Group LLC13,427$171K0.0%N/A0.006%
4/27/2026Y Intercept Hong Kong Ltd220,389$2.81M0.1%-60.0%0.106%
4/25/2026Strs Ohio34,800$444K0.0%+34.4%0.017%
4/24/2026Peregrine Capital Management LLC316,523$4.04M0.1%-15.1%0.153%


DX Institutional Ownership - Frequently Asked Questions

During the previous two years, 267 institutional investors and hedge funds held shares of Dynex Capital. The most heavily invested institutionals were BlackRock Inc. ($241.72M), Vanguard Group Inc. ($117.56M), State Street Corp ($67.86M), Geode Capital Management LLC ($48.89M), Balyasny Asset Management L.P. ($29.93M), Wellington Management Group LLP ($29.13M), and Millennium Management LLC ($28.73M).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 254 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 ($3.47M), Vanguard Group Inc. ($2.78M), BlackRock Inc. ($2.36M), Balyasny Asset Management L.P. ($2.14M), Algebris UK Ltd. ($1.88M), and Callodine Capital Management LP ($1.67M).

Institutional investors have bought a total of 30,035,779 shares in the last 24 months. This purchase volume represents approximately $393.18M in transactions.

Of the 48 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), Susquehanna Fundamental Investments LLC ($351.46K), Y Intercept Hong Kong Ltd ($344.01K), and MetLife Investment Management LLC ($287.06K).

Institutional investors have sold a total of 7,462,037 shares in the last 24 months. This volume of shares sold represents approximately $99.39M in transactions.



Institutional ownership data for NYSE:DX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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