AGNC Investment Ownership | Who Owns AGNC Investment?


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AGNC Investment Ownership Summary


AGNC Investment is owned by 40.98% institutional investors, 0.39% insiders, and 58.63% retail investors. Vanguard group is the largest institutional shareholder, holding 9.71% of AGNC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.79% of its assets in AGNC Investment shares.

AGNC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAGNC Investment40.98%0.39%58.63%
SectorReal Estate Stocks 66.64%8.12%25.24%
IndustryMortgage REIT Stocks46.08%4.39%49.52%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group68.17M9.71%$650.33M
Blackrock37.09M5.28%$353.86M
State street13.74M1.96%$132.73M
Geode capital management12.06M1.72%$115.09M
Allspring global investments8.05M1.15%$76.78M
Norges bank7.70M1.10%$73.50M
Equity investment7.12M1.01%$67.97M
Ruffer llp7.05M1.00%$67.19M
Charles schwab investment management6.61M0.94%$63.02M
Victory capital management5.32M0.76%$50.72M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Dupree financial group1.84M7.99%$17.56M
Penn mutual asset management360.00K7.30%$3.43M
One fin capital management lp1.20M4.11%$11.45M
Fwl investment management796.92K3.83%$7.60M
Ruffer llp7.05M2.89%$67.19M
Lifepro asset management378.02K2.59%$3.61M
Pl capital advisors593.37K2.35%$5.66M
Emg500.00K2.34%$4.77M
Equity investment7.12M1.74%$67.97M
Systematic portfolios25.57K1.70%$243.94K

Top Buyers

HolderShares% AssetsChange
Norges bank7.70M0.01%7.70M
Ruffer llp7.05M2.89%5.80M
Two sigma advisers, lp4.67M0.10%4.07M
Vanguard group68.17M0.01%2.43M
Two sigma investments, lp4.50M0.10%1.42M

Top Sellers

HolderShares% AssetsChange
State street13.74M0.01%-3.08M
Mirae asset global investments---1.91M
Readystate asset management lp---1.43M
Stieven capital advisors---1.10M
Adage capital partners gp---1.00M

New Positions

HolderShares% AssetsChangeValue
Norges bank7.70M0.01%7.70M$73.50M
Mirae asset global etfs1.00M0.02%1.00M$9.54M
Emg500.00K2.34%500.00K$4.77M
Truemark investments181.53K0.59%181.53K$1.73M
Inceptionr147.41K0.40%147.41K$1.41M

Sold Out

HolderChange
Gradient investments-1.00
Atlantic edge private wealth management-4.00
Financial gravity asset management-34.00
Innealta capital-50.00
Abich financial wealth management-98.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Dec 31, 202350510.26%265,644,8608.27%422.76%2748.73%13531.07%
Sep 30, 2023458-0.43%245,345,3491.94%392.44%25217.21%103-30.41%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv24.67M2.79%-36.24K
Vanguard Small Cap Index19.63M2.22%38.40K
Vanguard Small Cap Value Index Inv13.26M1.50%-4.57K
Vanguard Institutional Extnd Mkt Idx Tr11.17M1.26%-37.53K
iShares Mortgage Real Estate Capped ETF7.38M0.83%13.28K
Allspring Special Small Cap Value A5.95M0.67%192.60K
Fidelity Extended Market Index4.55M0.54%216.27K
State St Russell Sm/Mid Cp® Indx NL Cl C4.29M0.48%-146.90K
Lear Global Vigilance3.73M0.48%127.50K
VanEck Mortgage REIT Income ETF3.47M0.39%-

Recent Insider Transactions


DateNameRoleActivityValue
Aug 06, 2024Bell Bernice EVP, CFOSell$49.85K
Aug 08, 2024Bell Bernice EVP, CFOSell$50.35K
Aug 07, 2024Bell Bernice EVP, CFOSell$50.50K
May 14, 2024BLANK DONNA-Sell$89.83K
May 07, 2024Bell Bernice EVP, CFOSell$14.47K

Insider Transactions Trends


DateBuySell
2024 Q3-3
2024 Q2-7
2024 Q1-2
2023 Q4-2
2023 Q311

AGNC Ownership FAQ


Who Owns AGNC Investment?

AGNC Investment shareholders are primarily institutional investors at 40.98%, followed by 0.39% insiders and 58.63% retail investors. The average institutional ownership in AGNC Investment's industry, Mortgage REIT Stocks, is 46.08%, which AGNC Investment falls below.

Who owns the most shares of AGNC Investment?

AGNC Investment’s largest shareholders are Vanguard group (68.17M shares, 9.71%), Blackrock (37.09M shares, 5.28%), and State street (13.74M shares, 1.96%). Together, they hold 16.95% 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 7.99% of its assets in 1.84M AGNC Investment shares, valued at 17.56M$.

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 2.79% of its total shares outstanding invested in 24.67M AGNC Investment shares.

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