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AGNC Investment (AGNC) Institutional Ownership

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$9.20 -0.11 (-1.18%)
Closing price 07/15/2025 04:00 PM Eastern
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$9.26 +0.07 (+0.71%)
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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)
394
Total
Institutional Inflows
(last 12 months)
$1.35B
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$344.87M
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AGNC Institutional Buying and Selling by Quarter

AGNC Investment Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/15/2025Genesis Wealth Advisors LLC39,066$359K0.3%+166.7%0.004%
7/15/2025Public Employees Retirement System of Ohio294,164$2.70M0.0%+10.5%0.029%
7/15/2025Norden Group LLC50,757$466K0.1%+63.1%0.005%
7/14/2025 Armstrong Advisory Group Inc.22,734$209K0.0%+22.9%0.002%
7/14/2025 Clear Harbor Asset Management LLC78,080$718K0.1%+13.4%0.008%
7/14/2025 U.S. Capital Wealth Advisors LLC172,690$1.59M0.0%+21.4%0.017%
7/14/2025 Painted Porch Advisors LLC5,582$51K0.0%+2,691.0%0.001%
7/14/2025 Park Avenue Securities LLC13,799$127K0.0%-57.1%0.001%
7/14/2025 Sowell Financial Services LLC107,216$985K0.0%+33.2%0.011%
7/11/2025 Vanguard Capital Wealth Advisors16,500$152K0.2%+26.9%0.002%
7/11/2025 SeaCrest Wealth Management LLC97,470$896K0.1%+20.5%0.010%
7/11/2025 Kingstone Capital Partners Texas LLC46,388,062$446.65M0.1%+241,567.4%4.546%
7/10/2025 CWC Advisors LLC.11,750$108K0.1%N/A0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC176,604$1.66M0.0%+50.0%0.017%
7/9/2025 Gilman Hill Asset Management LLC18,500$170K0.0%+76.2%0.002%
7/9/2025 Bruce G. Allen Investments LLC6,556$60K0.0%+26.0%0.001%
7/9/2025 Fermata Advisors LLC56,716$521K0.1%+17.6%0.006%
7/9/2025 Balefire LLC349,718$3.21M0.7%+6.6%0.034%
7/9/2025 Fiduciary Alliance LLC26,776$246K0.0%N/A0.003%
7/9/2025 Triumph Capital Management58,409$537K0.2%-27.9%0.006%
7/9/2025 Lifestyle Asset Management Inc.15,166$139K0.1%-18.8%0.001%
7/7/2025 First Community Trust NA7,300$67K0.1%N/A0.001%
7/2/2025 Howard Financial Services LTD.69,038$634K0.1%+23.8%0.007%
6/18/2025Voya Investment Management LLC107,973$1.03M0.0%+9.2%0.011%
5/29/2025Rhumbline Advisers777,264$7.45M0.0%+6.5%0.076%
5/28/2025Strs Ohio224,346$2.15M0.0%N/A0.022%
5/27/2025Advisors Capital Management LLC1,067,011$10.22M0.2%+2.6%0.105%
5/21/2025Mendon Capital Advisors Corp200,000$1.92M0.9%N/A0.020%
5/20/2025Belpointe Asset Management LLC33,858$324K0.0%-17.2%0.003%
5/20/2025Focus Partners Wealth10,995$105K0.0%-72.4%0.001%
5/20/2025Integrity Alliance LLC.103,941$996K0.0%N/A0.010%
5/19/2025SCS Capital Management LLC48,628$466K0.0%N/A0.005%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,811,782$26.94M0.0%+16.0%0.276%
5/16/2025Ascent Group LLC25,187$241K0.0%N/A0.002%
5/16/2025Jones Financial Companies Lllp5,229$50K0.0%-46.8%0.001%
5/16/2025Punch & Associates Investment Management Inc.896,626$8.59M0.6%-1.1%0.088%
5/16/2025NewEdge Advisors LLC24,941$239K0.0%+38.4%0.002%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,933,138$18.52M0.0%+6.4%0.189%
5/16/2025DoubleLine ETF Adviser LP51,449$493K0.2%-8.4%0.005%
5/16/2025Curi RMB Capital LLC230,074$2.20M0.1%+665.0%0.023%
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad)

Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside.

Get the name of Buffett’s likely gold target here
5/16/2025AQR Capital Management LLC64,100$614K0.0%+51.9%0.006%
5/16/2025Advisors Asset Management Inc.1,219,893$11.69M0.2%+1.5%0.120%
5/16/2025Amundi1,045,642$9.77M0.0%+3.2%0.102%
5/15/2025EP Wealth Advisors LLC26,235$251K0.0%+116.6%0.003%
5/15/2025Royal Bank of Canada2,068,564$19.82M0.0%+1.3%0.203%
5/15/2025Nomura Holdings Inc.46,606$446K0.0%-92.4%0.005%
5/15/2025Evergreen Capital Management LLC821,571$7.97M0.3%-5.9%0.081%
5/15/2025Magnetar Financial LLC29,984$287K0.0%N/A0.003%
5/14/2025CreativeOne Wealth LLC13,986$134K0.0%+9.7%0.001%
5/14/2025Jacobs Asset Management LLC300,000$2.87M1.8%-20.1%0.029%
5/14/2025WealthTrust Axiom LLC20,200$194K0.1%+24.7%0.002%
5/14/2025MetLife Investment Management LLC15,548$149K0.0%+8.8%0.002%
5/14/2025Campbell & CO Investment Adviser LLC220,620$2.11M0.2%N/A0.022%
5/14/2025Jump Financial LLC18,744$180K0.0%-24.8%0.002%
5/14/2025SVB Wealth LLC30,967$297K0.0%+60.5%0.003%
5/14/2025Northwestern Mutual Wealth Management Co.7,257$70K0.0%+75.1%0.001%
5/14/2025AlphaQuest LLC3,501$34K0.0%N/A0.000%
5/14/2025Kestra Advisory Services LLC197,927$1.90M0.0%+4.3%0.019%
5/14/2025Compound Planning Inc.25,127$241K0.0%+6.6%0.002%
5/14/2025Hsbc Holdings PLC23,849$228K0.0%+30.6%0.002%
5/14/2025Wellington Management Group LLP50,795$487K0.0%N/A0.005%
5/14/2025Cornerstone Select Advisors LLC11,776$113K0.1%N/A0.001%
5/13/2025Northern Trust Corp6,393,959$61.25M0.0%+0.2%0.627%
5/13/2025Brooklyn Investment Group7,988$77K0.0%+511.2%0.001%
5/13/2025Valley Brook Capital Group Inc.12,425$119K0.1%N/A0.001%
5/13/2025Summit Securities Group LLC6,900$66K0.0%-83.6%0.001%
5/13/2025Raymond James Financial Inc.3,189,583$30.56M0.0%-26.3%0.313%
5/13/2025Ethic Inc.77,340$734K0.0%+7.8%0.008%
5/13/2025Trivium Point Advisory LLC705,239$6.76M0.8%+11.8%0.069%
5/13/2025Boston Partners1,004,229$9.62M0.0%-4.8%0.098%
5/13/2025Caitong International Asset Management Co. Ltd21,066$202K0.2%N/A0.002%
5/13/2025Russell Investments Group Ltd.373,486$3.58M0.0%+6.0%0.037%
5/13/2025HighTower Advisors LLC101,734$975K0.0%-1.2%0.010%
5/12/2025AIA Group Ltd170,985$1.64M0.0%+26.7%0.017%
5/12/2025Independent Advisor Alliance28,914$277K0.0%+13.3%0.003%
5/12/2025SouthState Corp7,290$70K0.0%+420.7%0.001%
5/12/2025Nuveen LLC3,188,513$30.55M0.0%N/A0.312%
5/12/2025Cooper Financial Group86,150$825K0.1%+4.2%0.008%
5/12/2025Entropy Technologies LP37,654$361K0.0%N/A0.004%
5/12/2025Invesco Ltd.2,290,996$21.95M0.0%+1.9%0.225%
5/12/2025Benjamin Edwards Inc.22,358$214K0.0%-9.0%0.002%
5/12/2025Covestor Ltd11,369$109K0.1%+24.0%0.001%
5/12/2025Frank Rimerman Advisors LLC34,253$328K0.0%+106.0%0.003%
5/12/2025Townsquare Capital LLC587,625$5.63M0.1%+227.5%0.058%
5/12/2025Founders Financial Alliance LLC156,591$1.50M0.4%+14.6%0.015%
5/12/2025Savvy Advisors Inc.71,712$687K0.1%-3.7%0.007%
5/12/2025Citigroup Inc.1,487,202$14.25M0.0%-496.7%0.146%
5/12/2025LaSalle St. Investment Advisors LLC28,214$270K0.1%N/A0.003%
5/12/2025Swiss National Bank1,715,900$16.44M0.0%+11.5%0.168%
5/12/2025AlphaCore Capital LLC102,597$995K0.1%+46.7%0.010%
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad)

Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside.

Get the name of Buffett’s likely gold target here
5/12/2025WealthPlan Investment Management LLC10,583$101K0.0%N/A0.001%
5/9/2025Deutsche Bank AG82,574$791K0.0%+116.6%0.009%
5/9/2025Charles Schwab Investment Management Inc.6,996,527$67.03M0.0%-4.8%0.764%
5/9/2025Nicholas Hoffman & Company LLC.52,975$507K0.0%+4.4%0.005%
5/9/2025AXS Investments LLC141,528$1.36M0.4%-3.2%0.015%
5/9/2025Vanguard Group Inc.85,779,209$821.77M0.0%+3.0%9.370%
5/9/2025Atria Wealth Solutions Inc.444,260$4.29M0.1%-1.8%0.049%
5/9/2025American Assets Investment Management LLC430,872$4.13M0.3%N/A0.047%
5/9/2025New Age Alpha Advisors LLC5,051$48K0.0%-62.6%0.001%
5/9/2025Ruffer LLP1,685,570$16.15M0.6%-73.7%0.184%
(Data available from 1/1/2016 forward)

AGNC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AGNC shares?

During the previous two years, 571 institutional investors and hedge funds held shares of AGNC Investment. The most heavily invested institutionals were Vanguard Group Inc. ($821.77M), Kingstone Capital Partners Texas LLC ($446.65M), Vaughan Nelson Investment Management L.P. ($162.83M), Geode Capital Management LLC ($134.65M), State Street Corp ($134.39M), Norges Bank ($87.27M), and Allspring Global Investments Holdings LLC ($81.16M).Learn more on AGNC Investment's institutional investors.

What percentage of AGNC Investment's stock is owned by institutional investors?

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

Which institutional investors have been buying AGNC Investment's stock?

Of the 508 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 ($46.39M), Vanguard Group Inc. ($21.41M), Vaughan Nelson Investment Management L.P. ($17.04M), Norges Bank ($16.53M), Raymond James Financial Inc. ($8.65M), Bank Julius Baer & Co. Ltd Zurich ($7.86M), and PL Capital Advisors LLC ($5.31M).

How much institutional buying is happening at AGNC Investment?

Institutional investors have bought a total of 142,352,627 shares in the last 24 months. This purchase volume represents approximately $1.35B in transactions.

Which of AGNC Investment's major shareholders have been selling company stock?

Of the 164 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: Ruffer LLP ($5.39M), Two Sigma Investments LP ($5.33M), Bank of America Corp DE ($4.96M), Clearbridge Investments LLC ($4.05M), Two Sigma Advisers LP ($1.73M), ORG Wealth Partners LLC ($1.66M), and Raymond James Financial Inc. ($1.14M).

How much institutional selling is happening at AGNC Investment?

Institutional investors have sold a total of 36,345,515 shares in the last 24 months. This volume of shares sold represents approximately $344.87M in transactions.



This page (NASDAQ:AGNC) was last updated on 7/16/2025 by MarketBeat.com Staff
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