AGNC Investment Ownership | Who Owns AGNC Investment?

Overview Forecast RevenueFinancials Chart Transcripts

AGNC Investment Ownership Summary

AGNC Investment is owned by 43.13% institutional investors, 0.96% insiders, and 55.91% 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 3.07% of its assets in AGNC Investment shares.

AGNC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	AGNC Investment	43.13%	0.96%	55.91%
Sector	Real Estate Stocks	55.70%	8.24%	36.06%
Industry	Mortgage REIT Stocks	42.37%	4.34%	53.29%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	83.32M	10.32%	$767.35M
Blackrock funding, inc. /de	45.39M	5.62%	$418.03M
Blackrock	37.09M	5.28%	$353.86M
Geode capital management	14.61M	1.81%	$134.64M
Vaughan nelson investment management	14.41M	1.78%	$132.69M
State street	13.67M	1.69%	$127.53M
Norges bank	9.48M	1.17%	$87.27M
Allspring global investments	8.66M	1.07%	$80.39M
Charles schwab investment management	7.35M	0.91%	$67.69M
Equity investment	6.83M	0.85%	$62.93M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Dupree financial group	2.10M	8.83%	$19.34M
Penn mutual asset management	360.00K	5.98%	$3.32M
Lifepro asset management	378.02K	2.59%	$3.61M
Emg	500.00K	2.34%	$4.77M
Ruffer llp	6.40M	2.13%	$58.94M
Jacobs asset management	375.30K	2.08%	$3.46M
Pl capital advisors	593.37K	1.86%	$5.46M
Fwl investment management	523.52K	1.75%	$4.82M
Cannon global investment management	87.50K	1.75%	$805.88K
Systematic portfolios	25.57K	1.70%	$243.94K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	83.32M	0.01%	10.32M
Norges bank	9.48M	0.01%	9.48M
Ubs group	6.71M	0.01%	4.90M
Blackrock funding, inc. /de	45.39M	0.01%	4.65M
Raymond james financial	4.33M	0.01%	4.33M

Top Sellers

Holder	Shares	% Assets	Change
Two sigma investments, lp	288.09K	0.01%	-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

Holder	Shares	% Assets	Change	Value
Norges bank	9.48M	0.01%	9.48M	$87.27M
Raymond james financial	4.33M	0.01%	4.33M	$39.84M
Emg	500.00K	2.34%	500.00K	$4.77M
Quantbot technologies lp	301.93K	0.10%	301.93K	$2.78M
Crestline management, lp	283.25K	0.09%	283.25K	$2.61M

Sold Out

Holder	Change
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

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	563	1.08%	348,180,923	5.14%	43	2.56%	330	-3.51%	126	26.00%
Sep 30, 2024	551	12.22%	330,788,591	16.48%	40	2.78%	338	22.91%	100	-16.67%
Jun 30, 2024	483	-3.40%	283,111,102	3.54%	40	2.66%	271	-4.91%	118	5.36%
Mar 31, 2024	500	-0.99%	273,436,004	2.93%	38	2.11%	285	4.01%	112	-17.04%
Dec 31, 2023	505	10.26%	265,644,860	8.27%	42	2.76%	274	8.73%	135	31.07%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	29.12M	3.07%	1.07M
Vanguard US Total Market Shares ETF	24.71M	2.61%	1.57M
Vanguard Small Cap Index	22.84M	2.41%	232.89K
Fuh Hwa FTSE Mortgage REITs ETF	16.24M	1.71%	3.01M
Vanguard Small Cap Value Index Inv	14.81M	1.56%	-82.15K
Vanguard Institutional Extnd Mkt Idx Tr	13.82M	1.46%	502.81K
iShares Mortgage Real Estate Capped ETF	9.48M	1.04%	-
Fidelity High Dividend ETF	6.52M	0.71%	9.12K
Allspring Special Small Cap Value A	5.56M	0.59%	-295.50K
Fidelity Extended Market Index	4.90M	0.54%	-14.05K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 26, 2025	Bell Bernice	EVP, CFO	Sell	$105.70K
Feb 05, 2025	SPARK FRANCES	-	Sell	$50.48K
Jan 30, 2025	Bell Bernice	EVP, CFO	Sell	$80.12K
Jan 30, 2025	Bell Bernice	EVP, CFO	Sell	$50.35K
Aug 08, 2024	Bell Bernice	EVP, CFO	Sell	$50.35K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
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 43.13%, followed by 0.96% insiders and 55.91% retail investors. The average institutional ownership in AGNC Investment's industry, Mortgage REIT Stocks, is 42.37%, which AGNC Investment exceeds.

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 3.07% of its total shares outstanding invested in 29.12M AGNC Investment shares.

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