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 699 institutions that hold shares in the stock, with a total of 373 Million shares, which have been reported (via 13F filing form) to have a value of $3.78 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
2,500
shares
|
$25,375
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,500
shares
|
$25,375
0.0% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,474
shares
|
$25,111
0.0% of portfolio
|
Q3 2025
Added 106.17%
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
2,451
shares
|
$24,877
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
2,392
shares
|
$24,278
0.0% of portfolio
|
Q2 2024
Added 587.36%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,360
shares
|
$23,954
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
2,355
shares
|
$23,903
0.01% of portfolio
|
Q2 2025
Added 295.8%
|
|
|
Transce3nd, LLC
Kyle, TX |
Nov 12, 2025 Q3 2025 |
2,161
shares
|
$21,934
0.19% of portfolio
|
Q3 2025
Reduced 98.53%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
2,020
shares
|
$20,503
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,983
shares
|
$20,127
0.0% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
1,730
shares
|
$17,559
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,714
shares
|
$17,397
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
1,703
shares
|
$17,285
0.01% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1,500
shares
|
$15,225
0.01% of portfolio
|
Q2 2025
Added 24.07%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,329
shares
|
$13,489
0.0% of portfolio
|
Q3 2025
Reduced 63.38%
|
|
|
Broadwater Capital Management LLC
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,320
shares
|
$13,398
0.01% of portfolio
|
Q2 2024
Reduced 60.0%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,257
shares
|
$12,758
0.0% of portfolio
|
Q3 2021
Reduced 28.46%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,226
shares
|
$12,443
0.0% of portfolio
|
Q2 2025
Reduced 83.98%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
1,218
shares
|
$12,362
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,205
shares
|
$12,230
0.0% of portfolio
|
Q3 2025
Added 20.5%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,200
shares
|
$12,180
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,155
shares
|
$11,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,154
shares
|
$11,713
0.0% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
1,129
shares
|
$11,459
0.0% of portfolio
|
Q3 2025
Added 125.8%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
1,120
shares
|
$11,368
0.01% of portfolio
|
Q3 2025
New holding
|
|