Institutional Ownership Agnc Investment Corp. (AGNC)
This table provides information about the institutional ownership of Agnc Investment Corp. (AGNC). We have compiled data on the 627 institutions that hold shares in the stock, with a total of 353 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
17,600
shares
|
$146,784
0.01% of portfolio
|
Q2 2024
Added 46.67%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
17,490
shares
|
$145,866
0.01% of portfolio
|
Q3 2024
Reduced 85.9%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
17,218
shares
|
$143,598
0.0% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
17,139
shares
|
$142,939
0.03% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
17,000
shares
|
$141,780
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
16,668
shares
|
$139,011
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
16,634
shares
|
$138,727
0.06% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
16,627
shares
|
$138,669
0.01% of portfolio
|
Q4 2024
Reduced 64.27%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
16,532
shares
|
$137,876
0.01% of portfolio
|
Q4 2024
Added 36.36%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
16,401
shares
|
$136,784
0.0% of portfolio
|
Q4 2024
Reduced 35.03%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
16,200
shares
|
$135,108
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
16,199
shares
|
$135,099
0.0% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
16,112
shares
|
$134,374
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
16,100
shares
|
$134,274
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
16,000
shares
|
$133,440
0.02% of portfolio
|
Q2 2023
Reduced 10.36%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
15,940
shares
|
$132,939
0.06% of portfolio
|
Q1 2024
Added 8.14%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
15,800
shares
|
$131,772
0.0% of portfolio
|
Q4 2024
Added 270.02%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
15,616
shares
|
$130,237
0.0% of portfolio
|
Q3 2022
Added 0.01%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
15,583
shares
|
$129,962
0.0% of portfolio
|
Q4 2024
Added 47.16%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
15,534
shares
|
$129,553
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
15,278
shares
|
$127,418
0.0% of portfolio
|
Q4 2024
Reduced 10.93%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
15,218
shares
|
$126,918
0.05% of portfolio
|
Q4 2024
Added 44.97%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
15,186
shares
|
$126,651
0.07% of portfolio
|
Q4 2024
Reduced 12.79%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
15,164
shares
|
$126,467
0.04% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
15,131
shares
|
$126,192
0.01% of portfolio
|
Q4 2024
Reduced 17.18%
|