AGNC Investment Ownership | Who Owns AGNC Investment?


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AGNC Investment Ownership Summary


AGNC Investment is owned by 15.46% institutional investors, 0.33% insiders, and 84.21% retail investors. Vanguard group is the largest institutional shareholder, holding 9.48% of AGNC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.06% of its assets in AGNC Investment shares.

AGNC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAGNC Investment15.46%0.33%84.21%
SectorReal Estate Stocks 49.33%9.10%41.57%
IndustryMortgage REIT Stocks32.29%4.95%62.75%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group96.44M9.48%$944.15M
Blackrock funding, inc. /de56.21M5.53%$550.27M
Blackrock37.09M5.28%$353.86M
Geode capital management27.50M2.70%$269.56M
State street17.16M1.69%$170.00M
Norges bank9.48M1.17%$87.27M
Ubs group11.86M1.17%$116.14M
Equity investment9.55M0.94%$93.54M
Charles schwab investment management7.19M0.71%$70.39M
Victory capital management7.11M0.70%$69.62M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Dupree financial group1.80M6.68%$17.59M
Penn mutual asset management360.00K5.85%$3.31M
Lifepro asset management378.02K2.59%$3.61M
Emg500.00K2.34%$4.77M
Fwl investment management829.65K2.33%$7.62M
Equity investment9.55M1.96%$93.54M
Graniteshares advisors333.91K1.89%$3.27M
Pmc fig opportunities127.27K1.88%$1.25M
Mount lucas management lp457.00K1.84%$4.47M
Davidson investment advisors4.30M1.78%$42.06M

Top Buyers

HolderShares% AssetsChange
Norges bank9.48M0.01%9.48M
Renaissance6.27M0.08%5.88M
Balyasny asset management4.38M0.06%4.38M
Blackrock funding, inc. /de56.21M0.01%3.48M
Geode capital management27.50M0.02%2.51M

Top Sellers

HolderShares% AssetsChange
Fmr1.10M0.00%-18.25M
Vaughan nelson investment management---17.00M
Ubs group11.86M0.02%-11.23M
Ubs asset management americas---4.36M
Natixis advisors---4.32M

New Positions

HolderShares% AssetsChangeValue
Norges bank9.48M0.01%9.48M$87.27M
Balyasny asset management4.38M0.06%4.38M$40.24M
Artemis investment management llp1.46M0.18%1.46M$14.27M
King street capital management1.32M0.55%1.32M$12.97M
Tudor investment corp et al1.05M0.02%1.05M$10.28M

Sold Out

HolderChange
Total investment management-1.00
Gradient investments-1.00
Mendota financial group-3.00
Stephens consulting-4.00
Bokf, na-24.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv31.93M3.06%-770.35K
Vanguard US Total Market Shares ETF24.71M2.61%1.57M
Vanguard Small Cap Index24.77M2.38%-165.48K
Fuh Hwa FTSE Mortgage REITs ETF16.24M1.71%3.01M
Vanguard Small Cap Value Index Inv15.95M1.53%38.32K
Vanguard Institutional Extnd Mkt Idx Tr10.95M1.05%-4.73M
iShares Mortgage Real Estate Capped ETF8.92M0.86%-
Fidelity High Dividend ETF8.27M0.79%23.84K
Fidelity Extended Market Index5.53M0.53%37.50K
Lear Global Vigilance5.32M0.52%983.84K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 06, 2025Bell Bernice EVP, CFOSell$102.15K
Nov 10, 2025Bell Bernice EVP, CFOSell$103.20K
Oct 27, 2025Federico Peter J Director, Pres., CEO and CIOSell$470.21K
Oct 24, 2025Federico Peter J Director, Pres., CEO and CIOSell$465.16K
Oct 28, 2025Federico Peter J Director, Pres., CEO and CIOSell$471.61K

Insider Transactions Trends


DateBuySell
2025 Q4-5
2025 Q3-3
2025 Q2-8
2025 Q1-4
2024 Q3-3

AGNC Ownership FAQ


Who Owns AGNC Investment?

AGNC Investment shareholders are primarily institutional investors at 15.46%, followed by 0.33% insiders and 84.21% retail investors. The average institutional ownership in AGNC Investment's industry, Mortgage REIT Stocks, is 32.29%, which AGNC Investment falls below.

Who owns the most shares of AGNC Investment?

AGNC Investment’s largest shareholders are Vanguard group (96.44M shares, 9.48%), Blackrock funding, inc. /de (56.21M shares, 5.53%), and Blackrock (37.09M shares, 5.28%). Together, they hold 20.29% 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 6.68% of its assets in 1.8M AGNC Investment shares, valued at 17.59M$.

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 3.06% of its total shares outstanding invested in 31.93M AGNC Investment shares.

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