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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
1,730
shares
|
$16,435
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
1,701
shares
|
$16,159
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,675
shares
|
$15,912
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
1,576
shares
|
$14,972
0.01% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,455
shares
|
$13,822
0.0% of portfolio
|
Q2 2025
Added 122.14%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
1,257
shares
|
$11,941
0.0% of portfolio
|
Q3 2021
Reduced 28.46%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
1,190
shares
|
$11,305
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
1,030
shares
|
$9,785
0.02% of portfolio
|
Q1 2025
Added 19.77%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,022
shares
|
$9,709
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
1,002
shares
|
$9,519
0.0% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$9,500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
993
shares
|
$9,433
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
987
shares
|
$9,376
0.0% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
938
shares
|
$8,911
0.0% of portfolio
|
Q1 2025
Added 111.26%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
904
shares
|
$8,588
0.01% of portfolio
|
Q4 2024
Reduced 20.98%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
900
shares
|
$8,550
0.0% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
821
shares
|
$7,799
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
720
shares
|
$6,840
0.0% of portfolio
|
Q2 2025
Reduced 53.93%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
697
shares
|
$6,621
0.0% of portfolio
|
Q1 2025
Added 257.44%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
614
shares
|
$5,833
0.0% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
600
shares
|
$5,700
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
595
shares
|
$5,652
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
587
shares
|
$5,576
0.0% of portfolio
|
Q1 2025
Added 104.53%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
579
shares
|
$5,500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
556
shares
|
$5,282
0.0% of portfolio
|
Q1 2025
New holding
|