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 644 institutions that hold shares in the stock, with a total of 378 Million shares, which have been reported (via 13F filing form) to have a value of $3.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
13,000
shares
|
$118,950
0.16% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
12,914
shares
|
$118,163
0.0% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
12,909
shares
|
$118,117
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
12,488
shares
|
$114,265
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
12,485
shares
|
$114,237
0.02% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
12,449
shares
|
$113,908
0.0% of portfolio
|
Q1 2025
Reduced 27.7%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
May 13, 2025 Q1 2025 |
12,425
shares
|
$113,688
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
12,396
shares
|
$113,423
0.01% of portfolio
|
Q1 2025
Reduced 22.79%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,354
shares
|
$113,039
0.01% of portfolio
|
Q1 2025
Added 24.17%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
12,047
shares
|
$110,230
0.03% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
12,000
shares
|
$109,800
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,776
shares
|
$107,750
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
11,745
shares
|
$107,466
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
11,395
shares
|
$104,264
0.0% of portfolio
|
Q3 2023
Reduced 6.18%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
11,369
shares
|
$104,026
0.07% of portfolio
|
Q1 2025
Added 24.03%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
11,200
shares
|
$102,480
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
11,145
shares
|
$101,976
0.0% of portfolio
|
Q1 2025
Reduced 47.53%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
11,142
shares
|
$101,949
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Kdt Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,000
shares
|
$100,650
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
10,885
shares
|
$99,597
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
10,877
shares
|
$99,524
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Permanent Capital Management, LP
Chicago, IL |
Apr 11, 2025 Q1 2025 |
10,800
shares
|
$98,820
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
10,790
shares
|
$98,728
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
10,741
shares
|
$98,280
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
10,583
shares
|
$96,834
0.01% of portfolio
|
Q1 2025
New holding
|