AGNC Investment Ownership | Who Owns AGNC Investment?


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AGNC Investment Ownership Summary


AGNC Investment is owned by 18.05% institutional investors, 0.40% insiders, and 81.55% retail investors. Vanguard group is the largest institutional shareholder, holding 9.58% 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


TypeName% Inst% Insiders% Retail
StockAGNC Investment18.05%0.40%81.55%
SectorReal Estate Stocks 49.45%9.93%40.62%
IndustryMortgage REIT Stocks43.45%5.01%51.54%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group97.75M9.58%$1.05B
Blackrock funding, inc. /de60.42M5.55%$606.01M
Blackrock37.09M5.28%$353.86M
Ubs group23.09M2.12%$231.62M
Geode capital management20.89M1.92%$209.61M
State street19.07M1.75%$193.53M
Norges bank13.23M1.30%$141.83M
Equity investment9.69M0.89%$97.23M
Qube research7.79M0.71%$78.09M
Charles schwab investment management7.72M0.71%$77.39M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Penn mutual asset management360.00K18.50%$3.61M
Dupree financial group1.39M5.63%$13.98M
Osbon capital management316.18K2.59%$3.17M
Lifepro asset management378.02K2.59%$3.61M
Emg500.00K2.34%$4.77M
Sullivan wood capital management114.40K2.03%$1.16M
Fwl investment management922.58K2.03%$9.25M
Equity investment9.69M1.90%$97.23M
King street capital management615.00K1.88%$6.17M
Pmc fig opportunities127.27K1.88%$1.25M

Top Buyers

HolderShares% AssetsChange
Ubs group23.09M0.03%13.44M
Norges bank13.23M0.02%13.23M
Qube research7.79M0.09%7.75M
Vanguard fiduciary trust6.87M0.02%6.87M
Millennium management5.00M0.02%4.18M

Top Sellers

HolderShares% AssetsChange
Vaughan nelson investment management---17.00M
Geode capital management20.89M0.01%-8.20M
Renaissance1.84M0.03%-5.02M
Natixis advisors---4.32M
Allspring global investments377.16K0.01%-3.44M

New Positions

HolderShares% AssetsChangeValue
Norges bank13.23M0.02%13.23M$141.83M
Vanguard fiduciary trust6.87M0.02%6.87M$68.88M
Vanguard asset management965.59K0.01%965.59K$9.68M
Clearbridge investments582.08K0.01%582.08K$5.84M
Cubist systematic strategies543.99K0.03%543.99K$5.33M

Sold Out

HolderChange
Wealth watch advisors-1.00
Total investment management-1.00
Gradient investments-1.00
Mendota financial group-3.00
Stephens consulting-4.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 2026417-37.76%196,661,740-52.70%181.09%252-34.03%98-37.18%
Dec 31, 2025291-54.39%140,001,828-63.52%130.96%161-57.96%66-49.23%
Sep 30, 2025311-47.64%157,305,323-61.43%150.96%190-47.08%61-55.80%
Jun 30, 2025597-0.17%425,448,8629.41%412.33%3561.14%14010.24%
Mar 31, 20256-98.96%921,295-99.74%-0.01%3-99.11%--100.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv35.25M3.07%160.45K
Vanguard US Total Market Shares ETF24.71M2.61%1.57M
Vanguard Small Cap Index25.55M2.23%-59.05K
Fuh Hwa FTSE Mortgage REITs ETF16.24M1.71%3.01M
Vanguard Small Cap Value Index Inv16.42M1.43%132.15K
Vanguard Institutional Extnd Mkt Idx Tr12.50M1.09%136.36K
Fidelity High Dividend ETF8.27M0.79%23.84K
iShares Mortgage Real Estate Capped ETF7.71M0.67%-124.43K
State St Russell Sm/Mid Cp® Indx SL Cl I6.68M0.58%37.10K
Fidelity Extended Market Index6.06M0.53%128.89K

Recent Insider Transactions


DateNameRoleActivityValue
May 12, 2026Bell Bernice EVP, CFOSell$107.92K
May 06, 2026BLANK DONNA-Sell$237.05K
May 04, 2026Mullings Paul E-Sell$73.03K
Apr 24, 2026Federico Peter J Director, President, CEO, CIOSell$702.60K
Apr 27, 2026Federico Peter J Director, President, CEO, CIOSell$710.39K

Insider Transactions Trends


DateBuySell
2026 Q2-6
2026 Q1-5
2025 Q4-5
2025 Q3-3
2025 Q2-8

AGNC Ownership FAQ


Who Owns AGNC Investment?

AGNC Investment shareholders are primarily institutional investors at 18.05%, followed by 0.40% insiders and 81.55% retail investors. The average institutional ownership in AGNC Investment's industry, Mortgage REIT Stocks, is 43.45%, which AGNC Investment falls below.

Who owns the most shares of AGNC Investment?

AGNC Investment’s largest shareholders are Vanguard group (97.75M shares, 9.58%), Blackrock funding, inc. /de (60.42M shares, 5.55%), and Blackrock (37.09M shares, 5.28%). Together, they hold 20.41% 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?

Penn mutual asset management is AGNC Investment’s biggest shareholder by percentage of total assets invested, with 18.50% of its assets in 360K AGNC Investment shares, valued at 3.61M$.

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 35.25M AGNC Investment shares.

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