Who owns Annaly Capital Management, Inc. (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-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
132 tracked funds added or opened NLY while 134 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
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 2025-Q4 and 2026-Q1, across 767 tracked filers holding NLY, 463 increased or opened the position and 278 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 NLY 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 35
- VANGUARD CAPITAL MANAGEMENT LLC$677M
- VANGUARD PORTFOLIO MANAGEMENT LLC$651M
- VANGUARD FIDUCIARY TRUST CO$94M
- Advisors Capital Management, LLC$62M
- VANGUARD ASSET MANAGEMENT, Ltd$7M
- Vanguard Investments Australia, Ltd.$7M
Full exits 35
- VANGUARD GROUP INC$1.4B
- Brandywine Global Investment Management, LLC$62M
- KING STREET CAPITAL MANAGEMENT, L.P.$32M
- Balyasny Asset Management L.P.$21M
- Schonfeld Strategic Advisors LLC$20M
- Connor, Clark & Lunn Investment Management Ltd.$17M
Largest adds
- Invesco Ltd.$68M
- CITADEL ADVISORS LLC$58M
- FRANKLIN RESOURCES INC$47M
- AMERIPRISE FINANCIAL INC$44M
- KBC Group NV$28M
- JPMORGAN CHASE & CO$24M
Largest trims
- BlackRock, Inc.$320M
- PRICE T ROWE ASSOCIATES INC /MD/$222M
- Allspring Global Investments Holdings, LLC$108M
- D. E. Shaw & Co., Inc.$23M
- Clarity Financial LLC$20M
- MORGAN STANLEY$19M
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 | 67,454,203 | $1.4B | 14.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 32,013,588 | $677M | 7.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 30,769,036 | $651M | 6.8% | 2026-Q1 |
| STATE STREET CORP added | 28,154,144 | $615M | 6.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 19,950,049 | $422M | 4.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 18,459,111 | $390M | 4.1% | 2026-Q1 |
| FMR LLC added | 14,220,917 | $301M | 3.1% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 13,490,574 | $285M | 3.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 7,439,218 | $157M | 1.6% | 2026-Q1 |
| NORGES BANK trimmed | 7,151,551 | $145M | 1.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 6,475,806 | $137M | 1.4% | 2026-Q1 |
| Invesco Ltd. added | 6,235,319 | $132M | 1.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 5,887,625 | $125M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,431,243 | $115M | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 5,257,414 | $111M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 5,237,622 | $111M | 1.2% | 2026-Q1 |
| KBC Group NV added | 4,976,006 | $105M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 4,962,690 | $105M | 1.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 4,446,410 | $94M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,562,608 | $75M | 0.8% | 2026-Q1 |
| Amundi added | 3,361,211 | $71M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,075,764 | $65M | 0.7% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 3,069,067 | $65M | 0.7% | 2026-Q1 |
| Advisors Capital Management, LLC added | 2,915,472 | $62M | 0.6% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 2,889,651 | $61M | 0.6% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab trimmed | 2,764,052 | $58M | 0.6% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 2,699,704 | $57M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,570,040 | $54M | 0.6% | 2026-Q1 |
| UBS Group AG added | 2,212,369 | $47M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,144,157 | $45M | 0.5% | 2026-Q1 |
| Legal & General Group Plc added | 2,131,298 | $45M | 0.5% | 2026-Q1 |
| Swiss National Bank added | 2,004,500 | $42M | 0.4% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 1,965,097 | $42M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,722,770 | $36M | 0.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,648,490 | $35M | 0.4% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 1,630,670 | $34M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,619,032 | $34M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 1,598,836 | $34M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 1,585,452 | $34M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,552,046 | $33M | 0.3% | 2026-Q1 |
| DANSKE BANK A/S added | 1,517,600 | $32M | 0.3% | 2026-Q1 |
| Swedbank AB added | 1,434,379 | $30M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 1,396,384 | $30M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,380,706 | $29M | 0.3% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,378,945 | $29M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 1,377,674 | $29M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 1,346,409 | $28M | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,338,032 | $28M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 1,336,049 | $28M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 1,239,255 | $28M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,297,168 | $27M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,237,393 | $26M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System added | 1,202,606 | $25M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 1,102,654 | $23M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 1,096,428 | $23M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,028,883 | $22M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 913,539 | $19M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 900,912 | $19M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 871,919 | $18M | 0.2% | 2026-Q1 |
| Mediolanum International Funds Ltd added | 750,640 | $16M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 750,876 | $16M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH added | 711,439 | $15M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 707,943 | $15M | 0.2% | 2026-Q1 |
| IBEX WEALTH ADVISORS added | 670,031 | $14M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 647,284 | $14M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 590,930 | $12M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 572,179 | $12M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 567,885 | $12M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 548,548 | $12M | 0.1% | 2026-Q1 |
| Columbus Macro, LLC added | 542,605 | $11M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 506,399 | $11M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 488,884 | $10M | 0.1% | 2026-Q1 |
| Tredje AP-fonden added | 474,561 | $10M | 0.1% | 2026-Q1 |
| Dupree Financial Group, LLC added | 474,512 | $10M | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 451,215 | $10M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 448,222 | $9M | 0.1% | 2026-Q1 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund added | 442,667 | $9M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 435,667 | $9M | 0.1% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 430,129 | $9M | 0.1% | 2026-Q1 |
| TD Asset Management Inc added | 415,368 | $9M | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 409,484 | $9M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 400,549 | $8M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 396,894 | $8M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 392,128 | $8M | 0.1% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 386,259 | $8M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 380,457 | $8M | 0.1% | 2026-Q1 |
| Korea Investment CORP added | 378,582 | $8M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 374,434 | $8M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 372,025 | $8M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 62,716,043 | $1.4B | 14.7% | 2025-Q4 stale |
| Brandywine Global Investment Management, LLC trimmed | 2,771,945 | $62M | 0.6% | 2025-Q4 stale |
| KING STREET CAPITAL MANAGEMENT, L.P. added | 1,426,225 | $32M | 0.3% | 2025-Q4 stale |
| Balyasny Asset Management L.P. trimmed | 930,294 | $21M | 0.2% | 2025-Q4 stale |
| Schonfeld Strategic Advisors LLC added | 907,212 | $20M | 0.2% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. new | 781,751 | $17M | 0.2% | 2025-Q4 stale |
| ALGEBRIS (UK) LTD trimmed | 762,239 | $15M | 0.2% | 2025-Q3 stale |
| Corebridge Financial, Inc. added | 638,700 | $13M | 0.1% | 2025-Q1 stale |
| PGGM Investments trimmed | 484,315 | $10M | 0.1% | 2025-Q1 stale |
| FORSTA AP-FONDEN trimmed | 405,000 | $9M | 0.1% | 2025-Q4 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 444,467 | $9M | 0.1% | 2025-Q3 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.