Who owns AGNC Investment (AGNC)
Which tracked institutional funds hold AGNC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See AGNC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
152 tracked funds added or opened AGNC while 72 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
AGNC’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes AGNC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in AGNC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 661 tracked filers holding AGNC, 394 increased or opened the position and 286 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in AGNC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$66M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9M
- Jupiter Topco LLC$5M
- CAISSE DES DEPOTS ET CONSIGNATIONS$5M
- Arax Advisory Partners$5M
- VIRGINIA RETIREMENT SYSTEMS ET Al$4M
Full exits 43
- RENAISSANCE TECHNOLOGIES LLC$19M
- Point72 Asset Management, L.P.$10M
- Y-Intercept (Hong Kong) Ltd$9M
- SG Americas Securities, LLC$8M
- DARK FOREST CAPITAL MANAGEMENT LP$7M
- XTX Topco Ltd$6M
Largest adds
- BlackRock, Inc.$167M
- VANGUARD CAPITAL MANAGEMENT LLC$67M
- NORGES BANK$66M
- UBS Group AG$66M
- GEODE CAPITAL MANAGEMENT, LLC$57M
- VANGUARD PORTFOLIO MANAGEMENT LLC$52M
Largest trims
- MILLENNIUM MANAGEMENT LLC$48M
- Qube Research & Technologies Ltd$37M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$20M
- CITADEL ADVISORS LLC$15M
- BANK OF AMERICA CORP /DE/$9M
- MARSHALL WACE, LLP$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 64,594,088 | $704M | 14.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 51,588,727 | $562M | 11.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 46,120,221 | $503M | 10.6% | 2026-Q2 |
| UBS Group AG added | 27,313,853 | $298M | 6.3% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 24,487,679 | $267M | 5.6% | 2026-Q2 |
| STATE STREET CORP added | 20,640,491 | $227M | 4.8% | 2026-Q2 |
| NORGES BANK added | 15,473,900 | $169M | 3.6% | 2026-Q2 |
| EQUITY INVESTMENT CORP added | 9,736,044 | $106M | 2.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 8,777,731 | $96M | 2.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 8,146,540 | $89M | 1.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 7,506,435 | $82M | 1.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 7,253,754 | $79M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 7,176,369 | $78M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 7,110,171 | $78M | 1.6% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. trimmed | 6,048,882 | $66M | 1.4% | 2026-Q2 |
| LPL Financial LLC added | 5,999,787 | $65M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 5,729,786 | $62M | 1.3% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 5,190,499 | $57M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 3,993,493 | $44M | 0.9% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 3,760,710 | $41M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 3,686,395 | $40M | 0.8% | 2026-Q2 |
| DAVIDSON INVESTMENT ADVISORS trimmed | 3,371,067 | $37M | 0.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,348,893 | $37M | 0.8% | 2026-Q2 |
| Focus Partners Wealth added | 3,343,851 | $36M | 0.8% | 2026-Q2 |
| Advisors Capital Management, LLC added | 3,249,628 | $35M | 0.7% | 2026-Q2 |
| Nuveen, LLC trimmed | 3,136,039 | $34M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 2,936,162 | $32M | 0.7% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,906,022 | $32M | 0.7% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 2,860,986 | $31M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,778,570 | $30M | 0.6% | 2026-Q2 |
| California Public Employees Retirement System added | 2,718,118 | $30M | 0.6% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 2,609,141 | $28M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,595,158 | $29M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,554,861 | $28M | 0.6% | 2026-Q2 |
| Invesco Ltd. added | 2,381,661 | $26M | 0.5% | 2026-Q2 |
| Swiss National Bank added | 2,253,800 | $25M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 2,108,244 | $23M | 0.5% | 2026-Q2 |
| FMR LLC added | 2,015,618 | $22M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,826,797 | $20M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,774,877 | $19M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,569,187 | $17M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,465,104 | $16M | 0.3% | 2026-Q2 |
| Dupree Financial Group, LLC added | 1,422,255 | $16M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 1,419,557 | $15M | 0.3% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 1,314,930 | $14M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,267,259 | $14M | 0.3% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS | 1,256,581 | $14M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 1,237,584 | $13M | 0.3% | 2026-Q2 |
| Trivium Point Advisory, LLC added | 1,115,176 | $12M | 0.3% | 2026-Q2 |
| Clearbridge Investments, LLC added | 1,113,404 | $12M | 0.3% | 2026-Q2 |
| FWL INVESTMENT MANAGEMENT, LLC added | 1,086,876 | $12M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,057,218 | $12M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,044,709 | $11M | 0.2% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 1,017,539 | $11M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,017,021 | $11M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 998,501 | $11M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 994,234 | $11M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 868,096 | $9M | 0.2% | 2026-Q2 |
| TCW GROUP INC | 861,041 | $9M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 828,786 | $9M | 0.2% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 812,068 | $9M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 797,203 | $9M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 761,416 | $8M | 0.2% | 2026-Q2 |
| ICON ADVISERS INC/CO added | 741,926 | $8M | 0.2% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 713,525 | $8M | 0.2% | 2026-Q2 |
| Graham Capital Management, L.P. added | 635,361 | $7M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 622,479 | $7M | 0.1% | 2026-Q2 |
| BECK CAPITAL MANAGEMENT, LLC added | 617,520 | $7M | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 586,310 | $6M | 0.1% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 584,361 | $6M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 572,289 | $6M | 0.1% | 2026-Q2 |
| Jain Global LLC added | 564,947 | $6M | 0.1% | 2026-Q2 |
| Edgestream Partners, L.P. added | 558,348 | $6M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 555,168 | $6M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 549,291 | $6M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 548,545 | $6M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 540,242 | $6M | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey added | 515,099 | $6M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 507,773 | $6M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 495,420 | $5M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 493,370 | $5M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 486,442 | $5M | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 478,136 | $5M | 0.1% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 467,809 | $5M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 450,024 | $5M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 445,787 | $5M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 435,978 | $5M | 0.1% | 2026-Q2 |
| CAISSE DES DEPOTS ET CONSIGNATIONS new | 428,560 | $5M | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 422,234 | $5M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 421,091 | $5M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 419,737 | $5M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 412,690 | $4M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 405,144 | $4M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 381,039 | $4M | 0.1% | 2026-Q2 |
| VIRGINIA RETIREMENT SYSTEMS ET Al new | 372,656 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 364,310 | $4M | 0.1% | 2026-Q2 |
| Penn Mutual Asset Management | 360,000 | $4M | 0.1% | 2026-Q2 |
| LFG Wealth Partners, LLC added | 354,210 | $4M | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 352,260 | $4M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 347,508 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.