Who owns AGNC Investment Corp. (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-Q1 13F filings (latest filed 2026-05-18). 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
101 tracked funds added or opened AGNC while 104 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, VANGUARD GROUP 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 672 tracked filers holding AGNC, 417 increased or opened the position and 251 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 2025-Q4 and 2026-Q1 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 37
- VANGUARD CAPITAL MANAGEMENT LLC$496M
- VANGUARD PORTFOLIO MANAGEMENT LLC$450M
- VANGUARD FIDUCIARY TRUST CO$69M
- VANGUARD ASSET MANAGEMENT, Ltd$10M
- MARSHALL WACE, LLP$7M
- Clearbridge Investments, LLC$6M
Full exits 17
- VANGUARD GROUP INC$1.0B
- Balyasny Asset Management L.P.$5M
- Janney Montgomery Scott LLC$4M
- LFG Wealth Partners, LLC$3M
- CIBC WORLD MARKETS CORP$3M
- CAXTON ASSOCIATES LLP$2M
Largest adds
- UBS Group AG$128M
- Qube Research & Technologies Ltd$78M
- MILLENNIUM MANAGEMENT LLC$41M
- LPL Financial LLC$32M
- Focus Partners Wealth$17M
- FIRST TRUST ADVISORS LP$15M
Largest trims
- BlackRock, Inc.$118M
- GEODE CAPITAL MANAGEMENT, LLC$103M
- RENAISSANCE TECHNOLOGIES LLC$55M
- NORGES BANK$39M
- Allspring Global Investments Holdings, LLC$38M
- BANK OF AMERICA CORP /DE/$29M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 53,552,392 | $537M | 10.2% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 49,402,041 | $496M | 9.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 44,901,292 | $450M | 8.6% | 2026-Q1 |
| UBS Group AG added | 23,093,117 | $232M | 4.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 20,892,908 | $210M | 4.0% | 2026-Q1 |
| STATE STREET CORP added | 19,069,168 | $194M | 3.7% | 2026-Q1 |
| NORGES BANK trimmed | 10,698,293 | $102M | 2.0% | 2026-Q1 |
| EQUITY INVESTMENT CORP added | 9,694,264 | $97M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 8,658,310 | $87M | 1.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 7,785,530 | $78M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 7,715,742 | $77M | 1.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 7,470,390 | $75M | 1.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 7,271,796 | $73M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 7,074,785 | $71M | 1.4% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 6,867,761 | $69M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 5,752,000 | $58M | 1.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 5,004,650 | $50M | 1.0% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 4,427,390 | $44M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,264,257 | $43M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 3,558,166 | $36M | 0.7% | 2026-Q1 |
| DAVIDSON INVESTMENT ADVISORS trimmed | 3,428,281 | $33M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 3,245,438 | $33M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 3,201,102 | $32M | 0.6% | 2026-Q1 |
| Advisors Capital Management, LLC added | 3,101,086 | $31M | 0.6% | 2026-Q1 |
| Focus Partners Wealth added | 2,976,473 | $30M | 0.6% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 2,795,448 | $28M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,685,136 | $27M | 0.5% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL trimmed | 2,607,604 | $26M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 2,566,085 | $26M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,500,074 | $25M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,269,209 | $22M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,129,934 | $21M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 2,123,100 | $21M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,063,027 | $21M | 0.4% | 2026-Q1 |
| FMR LLC trimmed | 2,000,056 | $20M | 0.4% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 1,987,396 | $20M | 0.4% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,844,929 | $19M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,682,178 | $17M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 1,535,758 | $15M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,508,916 | $15M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,481,303 | $15M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,436,662 | $14M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 1,430,246 | $14M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,430,015 | $14M | 0.3% | 2026-Q1 |
| Dupree Financial Group, LLC trimmed | 1,393,804 | $14M | 0.3% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS | 1,256,581 | $13M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 1,209,012 | $12M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 1,157,316 | $12M | 0.2% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 1,111,158 | $11M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,010,509 | $10M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 985,900 | $10M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 965,588 | $10M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 961,462 | $10M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 960,430 | $10M | 0.2% | 2026-Q1 |
| FWL INVESTMENT MANAGEMENT, LLC trimmed | 922,577 | $9M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 922,484 | $9M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 908,758 | $9M | 0.2% | 2026-Q1 |
| TCW GROUP INC | 861,041 | $9M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 848,508 | $9M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 783,680 | $8M | 0.1% | 2026-Q1 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 702,095 | $7M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 695,137 | $7M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 670,951 | $7M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 631,626 | $6M | 0.1% | 2026-Q1 |
| KING STREET CAPITAL MANAGEMENT, L.P. trimmed | 615,000 | $6M | 0.1% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC added | 606,866 | $6M | 0.1% | 2026-Q1 |
| ICON ADVISERS INC/CO added | 604,131 | $6M | 0.1% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 602,671 | $6M | 0.1% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 580,255 | $6M | 0.1% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC trimmed | 584,623 | $6M | 0.1% | 2026-Q1 |
| Clearbridge Investments, LLC added | 582,075 | $6M | 0.1% | 2026-Q1 |
| KBC Group NV added | 574,465 | $6M | 0.1% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 570,650 | $6M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 569,865 | $6M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 555,589 | $6M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 512,918 | $5M | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 539,565 | $5M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 536,813 | $5M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 497,022 | $5M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 486,442 | $5M | 0.1% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey added | 479,387 | $5M | 0.1% | 2026-Q1 |
| Treasurer of the State of North Carolina added | 473,416 | $5M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 472,417 | $5M | 0.1% | 2026-Q1 |
| Jain Global LLC trimmed | 471,933 | $5M | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 465,812 | $5M | 0.1% | 2026-Q1 |
| BARCLAYS PLC added | 465,448 | $5M | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 443,327 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 96,191,209 | $1.0B | 19.6% | 2025-Q4 stale |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 16,996,741 | $163M | 3.1% | 2025-Q1 stale |
| NATIXIS ADVISORS, LLC added | 4,318,354 | $41M | 0.8% | 2025-Q1 stale |
| OSTRUM ASSET MANAGEMENT new | 1,705,220 | $16M | 0.3% | 2025-Q1 stale |
| Squarepoint Ops LLC added | 1,257,319 | $12M | 0.2% | 2025-Q3 stale |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed | 896,626 | $9M | 0.2% | 2025-Q1 stale |
| HRT FINANCIAL LP added | 866,331 | $8M | 0.2% | 2025-Q1 stale |
| Boston Partners trimmed | 813,056 | $8M | 0.2% | 2025-Q3 stale |
| MACKENZIE FINANCIAL CORP added | 606,551 | $6M | 0.1% | 2025-Q1 stale |
| Stratos Wealth Advisors, LLC trimmed | 559,393 | $5M | 0.1% | 2025-Q1 stale |
| PINEBRIDGE INVESTMENTS, L.P. | 546,146 | $5M | 0.1% | 2025-Q3 stale |
| Cubist Systematic Strategies, LLC added | 543,991 | $5M | 0.1% | 2025-Q3 stale |
| Balyasny Asset Management L.P. trimmed | 461,636 | $5M | 0.1% | 2025-Q4 stale |
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.