AGNC Investment Ownership | Who Owns AGNC Investment?


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AGNC Investment Ownership Summary


AGNC Investment is owned by 0.10% institutional investors, 0.39% insiders, and 99.51% retail investors. Vanguard group is the largest institutional shareholder, holding 10.32% of AGNC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.88% of its assets in AGNC Investment shares.

AGNC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAGNC Investment0.10%0.39%99.51%
SectorReal Estate Stocks 46.98%8.71%44.31%
IndustryMortgage REIT Stocks29.37%4.78%65.85%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group83.32M10.32%$767.35M
Blackrock funding, inc. /de45.39M5.62%$418.03M
Blackrock37.09M5.28%$353.86M
Geode capital management14.61M1.81%$134.64M
Vaughan nelson investment management14.41M1.78%$132.69M
State street13.67M1.69%$127.53M
Norges bank9.48M1.17%$87.27M
Allspring global investments8.66M1.07%$80.39M
Charles schwab investment management7.35M0.91%$67.69M
Equity investment6.83M0.85%$62.93M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Dupree financial group2.10M8.83%$19.34M
Penn mutual asset management360.00K5.98%$3.32M
Lifepro asset management378.02K2.59%$3.61M
Emg500.00K2.34%$4.77M
Ruffer llp6.40M2.13%$58.94M
Jacobs asset management375.30K2.08%$3.46M
Fwl investment management523.52K1.75%$4.82M
Cannon global investment management87.50K1.75%$805.88K
Systematic portfolios25.57K1.70%$243.94K
Mount lucas management lp522.30K1.67%$4.81M

Top Buyers

HolderShares% AssetsChange
Vanguard group83.32M0.01%10.32M
Norges bank9.48M0.01%9.48M
Ubs group6.71M0.01%4.90M
Blackrock funding, inc. /de45.39M0.01%4.65M
Raymond james financial4.33M0.01%4.33M

Top Sellers

HolderShares% AssetsChange
Two sigma investments, lp288.09K0.01%-5.33M
Two sigma advisers, lp---2.94M
Mirae asset global investments---1.91M
Renaissance---1.56M
Readystate asset management lp---1.43M

New Positions

HolderShares% AssetsChangeValue
Norges bank9.48M0.01%9.48M$87.27M
Raymond james financial4.33M0.01%4.33M$39.84M
Emg500.00K2.34%500.00K$4.77M
Graniteshares advisors268.17K1.56%268.17K$2.47M
Parallax volatility advisers256.53K0.00%256.53K$2.36M

Sold Out

HolderChange
Gradient investments-1.00
Mendota financial group-3.00
Bokf, na-24.00
Financial gravity asset management-34.00
Innealta capital-50.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20256-98.96%921,295-99.74%-0.01%3-99.11%--100.00%
Dec 31, 20245631.08%348,180,9235.14%432.56%330-3.51%12626.00%
Sep 30, 202455112.22%330,788,59116.48%402.78%33822.91%100-16.67%
Jun 30, 2024483-3.40%283,111,1023.54%402.66%271-4.91%1185.36%
Mar 31, 2024500-0.99%273,436,0042.93%382.11%2854.01%112-17.04%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv29.44M2.88%311.81K
Vanguard US Total Market Shares ETF24.71M2.61%1.57M
Vanguard Small Cap Index22.98M2.25%138.97K
Fuh Hwa FTSE Mortgage REITs ETF16.24M1.71%3.01M
Vanguard Small Cap Value Index Inv14.86M1.46%46.63K
Vanguard Institutional Extnd Mkt Idx Tr13.91M1.36%89.52K
iShares Mortgage Real Estate Capped ETF8.75M0.86%-
Fidelity High Dividend ETF6.93M0.68%-
Allspring Special Small Cap Value A5.56M0.54%-
Fidelity Extended Market Index5.03M0.49%133.76K

Recent Insider Transactions


DateNameRoleActivityValue
May 06, 2025BLANK DONNA-Sell$149.28K
May 02, 2025Mullings Paul E-Sell$119.39K
Apr 29, 2025Bell Bernice EVP, CFOSell$90.60K
May 01, 2025Bell Bernice EVP, CFOSell$71.00K
Apr 29, 2025Pollack Kenneth L. EVP and General CounselSell$158.04K

Insider Transactions Trends


DateBuySell
2025 Q2-8
2025 Q1-4
2024 Q3-3
2024 Q2-7
2024 Q1-2

AGNC Ownership FAQ


Who Owns AGNC Investment?

AGNC Investment shareholders are primarily institutional investors at 0.10%, followed by 0.39% insiders and 99.51% retail investors. The average institutional ownership in AGNC Investment's industry, Mortgage REIT Stocks, is 29.37%, which AGNC Investment falls below.

Who owns the most shares of AGNC Investment?

AGNC Investment’s largest shareholders are Vanguard group (83.32M shares, 10.32%), Blackrock funding, inc. /de (45.39M shares, 5.62%), and Blackrock (37.09M shares, 5.28%). Together, they hold 21.23% of AGNC Investment’s total shares outstanding.

Does Blackrock own AGNC Investment?

Yes, BlackRock owns 5.28% of AGNC Investment, totaling 37.09M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 353.86M$. In the last quarter, BlackRock increased its holdings by 23.34K shares, a 0.06% change.

Who is AGNC Investment’s biggest shareholder by percentage of total assets invested?

Dupree financial group is AGNC Investment’s biggest shareholder by percentage of total assets invested, with 8.83% of its assets in 2.1M AGNC Investment shares, valued at 19.34M$.

Who is the top mutual fund holder of AGNC Investment shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of AGNC Investment shares, with 2.88% of its total shares outstanding invested in 29.44M AGNC Investment shares.

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