Institutional Ownership Agnc Investment Corp. (AGNC)
This table provides information about the institutional ownership of Agnc Investment Corp. (AGNC). We have compiled data on the 646 institutions that hold shares in the stock, with a total of 425 Million shares, which have been reported (via 13F filing form) to have a value of $4.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
21,397
shares
|
$203,271
0.0% of portfolio
|
Q1 2025
Added 16.56%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
21,376
shares
|
$203,072
0.04% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
21,253
shares
|
$201,903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
21,066
shares
|
$200,127
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
21,053
shares
|
$200,003
0.0% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
21,031
shares
|
$199,794
0.01% of portfolio
|
Q1 2025
Reduced 11.75%
|
|
|
Pvg Asset Management Corp
Golden, CO |
Jun 04, 2025 Q1 2025 |
20,967
shares
|
$199,186
0.94% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
20,918
shares
|
$198,721
0.0% of portfolio
|
Q1 2025
Reduced 27.91%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
20,719
shares
|
$196,830
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
20,413
shares
|
$193,923
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
20,337
shares
|
$193,201
0.01% of portfolio
|
Q2 2023
Added 3.44%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
20,200
shares
|
$191,900
0.06% of portfolio
|
Q1 2025
Added 24.69%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
20,156
shares
|
$191,482
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,000
shares
|
$190,000
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
19,991
shares
|
$189,914
0.01% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
19,666
shares
|
$186,827
0.01% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
19,628
shares
|
$186,466
0.0% of portfolio
|
Q1 2025
Reduced 33.97%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
19,551
shares
|
$185,734
0.03% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
19,412
shares
|
$184,414
0.02% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
19,340
shares
|
$183,730
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
19,240
shares
|
$182,780
0.01% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
19,153
shares
|
$181,953
0.02% of portfolio
|
Q1 2025
Reduced 56.77%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
19,046
shares
|
$180,937
0.0% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
19,027
shares
|
$180,756
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
18,862
shares
|
$179,189
0.0% of portfolio
|
Q1 2025
Reduced 44.76%
|