Who owns Annaly Capital Management (NLY)
Which tracked institutional funds hold NLY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See NLY 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
196 tracked funds added or opened NLY while 94 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
NLY’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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in NLY 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 743 tracked filers holding NLY, 436 increased or opened the position and 311 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 NLY 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 30
- BALYASNY ASSET MANAGEMENT L.P.$20M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$11M
- Alberta Investment Management Corp$9M
- Nykredit A/S$8M
- CIBC WORLD MARKET INC.$6M
- Connor, Clark & Lunn Investment Management Ltd.$6M
Full exits 51
- KBC Group NV$105M
- Amundi$71M
- LSV ASSET MANAGEMENT$65M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$12M
- RENAISSANCE TECHNOLOGIES LLC$9M
- Janney Montgomery Scott LLC$9M
Largest adds
- BlackRock, Inc.$524M
- CITADEL ADVISORS LLC$86M
- STATE STREET CORP$65M
- VANGUARD CAPITAL MANAGEMENT LLC$59M
- NORGES BANK$56M
- VANGUARD PORTFOLIO MANAGEMENT LLC$48M
Largest trims
- PRICE T ROWE ASSOCIATES INC /MD/$230M
- D. E. Shaw & Co., Inc.$36M
- Allspring Global Investments Holdings, LLC$29M
- MILLENNIUM MANAGEMENT LLC$15M
- Allianz Asset Management GmbH$13M
- Korea Investment CORP$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 | 87,219,586 | $2.0B | 22.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 32,900,428 | $736M | 8.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 31,250,997 | $699M | 8.0% | 2026-Q2 |
| STATE STREET CORP added | 29,426,379 | $679M | 7.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 20,823,764 | $465M | 5.3% | 2026-Q2 |
| FMR LLC added | 14,288,182 | $319M | 3.6% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 11,536,667 | $256M | 2.9% | 2026-Q2 |
| NORGES BANK added | 8,994,042 | $201M | 2.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 7,758,697 | $173M | 2.0% | 2026-Q2 |
| Invesco Ltd. added | 7,724,098 | $173M | 2.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 7,176,291 | $160M | 1.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 6,741,186 | $151M | 1.7% | 2026-Q2 |
| MORGAN STANLEY added | 6,636,749 | $148M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 5,961,247 | $138M | 1.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,427,809 | $121M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 5,030,245 | $113M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 4,801,781 | $107M | 1.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 4,754,528 | $106M | 1.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 4,626,296 | $103M | 1.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 3,941,485 | $88M | 1.0% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 3,098,157 | $69M | 0.8% | 2026-Q2 |
| Advisors Capital Management, LLC added | 2,985,668 | $67M | 0.8% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab trimmed | 2,748,669 | $61M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,728,647 | $61M | 0.7% | 2026-Q2 |
| Legal & General Group Plc added | 2,527,626 | $57M | 0.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 2,487,066 | $56M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,372,258 | $53M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,177,472 | $49M | 0.6% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 2,058,328 | $46M | 0.5% | 2026-Q2 |
| Swiss National Bank added | 2,026,200 | $45M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 2,018,564 | $45M | 0.5% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 1,955,084 | $44M | 0.5% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,931,415 | $43M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,681,567 | $38M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,679,569 | $38M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,610,178 | $36M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,478,727 | $33M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,472,094 | $33M | 0.4% | 2026-Q2 |
| DANSKE BANK A/S trimmed | 1,463,300 | $33M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 1,447,269 | $32M | 0.4% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,435,732 | $32M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,394,967 | $31M | 0.4% | 2026-Q2 |
| Tredje AP-fonden added | 1,392,045 | $31M | 0.4% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 1,382,130 | $31M | 0.4% | 2026-Q2 |
| Nuveen, LLC added | 1,369,196 | $31M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,330,369 | $30M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,325,933 | $28M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,316,485 | $29M | 0.3% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,315,423 | $29M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 1,279,502 | $29M | 0.3% | 2026-Q2 |
| Swedbank AB trimmed | 1,185,749 | $27M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,109,617 | $25M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 999,489 | $22M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 979,848 | $22M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 902,412 | $20M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 899,582 | $20M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 865,318 | $19M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 858,481 | $19M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 856,901 | $19M | 0.2% | 2026-Q2 |
| Mediolanum International Funds Ltd added | 854,284 | $20M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 806,502 | $18M | 0.2% | 2026-Q2 |
| IBEX WEALTH ADVISORS added | 691,089 | $15M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 670,590 | $15M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 625,998 | $14M | 0.2% | 2026-Q2 |
| Illinois Municipal Retirement Fund added | 624,366 | $14M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 596,896 | $13M | 0.2% | 2026-Q2 |
| Columbus Macro, LLC added | 571,503 | $13M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 568,248 | $13M | 0.1% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 561,069 | $13M | 0.1% | 2026-Q2 |
| Edgestream Partners, L.P. added | 559,414 | $13M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 530,412 | $12M | 0.1% | 2026-Q2 |
| TD Asset Management Inc added | 519,768 | $12M | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 503,759 | $11M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 497,711 | $11M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 493,184 | $11M | 0.1% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 490,426 | $11M | 0.1% | 2026-Q2 |
| APG Asset Management N.V. added | 488,641 | $10M | 0.1% | 2026-Q2 |
| Dupree Financial Group, LLC added | 486,650 | $11M | 0.1% | 2026-Q2 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund added | 478,667 | $11M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 458,107 | $10M | 0.1% | 2026-Q2 |
| PRUDENTIAL PLC added | 456,773 | $10M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 445,905 | $10M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 439,572 | $10M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 430,517 | $10M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 426,970 | $10M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 423,650 | $9M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA added | 419,836 | $9M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 397,942 | $9M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 391,364 | $9M | 0.1% | 2026-Q2 |
| Alberta Investment Management Corp new | 382,100 | $9M | 0.1% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 382,080 | $9M | 0.1% | 2026-Q2 |
| FJ Capital Management LLC added | 376,036 | $8M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 366,605 | $8M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 364,312 | $8M | 0.1% | 2026-Q2 |
| Nykredit A/S new | 363,302 | $8M | 0.1% | 2026-Q2 |
| DNB Asset Management AS trimmed | 362,247 | $8M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 360,857 | $8M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 354,023 | $8M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 352,827 | $8M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 351,166 | $8M | 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.