AGNC Investment Ownership | Who Owns AGNC Investment?


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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 3.12% of its assets in AGNC Investment shares.

AGNC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAGNC Investment43.13%0.96%55.91%
SectorReal Estate Stocks 55.71%8.27%36.02%
IndustryMortgage REIT Stocks42.37%4.34%53.29%

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
Pl capital advisors593.37K1.86%$5.46M
Fwl investment management523.52K1.75%$4.82M
Cannon global investment management87.50K1.75%$805.88K
Systematic portfolios25.57K1.70%$243.94K

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
Quantbot technologies lp301.93K0.10%301.93K$2.78M
Crestline management, lp283.25K0.09%283.25K$2.61M

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 %
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%
Dec 31, 202350510.26%265,644,8608.27%422.76%2748.73%13531.07%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv27.97M3.12%95.62K
Vanguard Small Cap Index22.59M2.52%40.27K
Vanguard Small Cap Value Index Inv14.94M1.67%-28.02K
Vanguard Institutional Extnd Mkt Idx Tr13.33M1.49%100.38K
iShares Mortgage Real Estate Capped ETF7.50M0.83%63.31K
Fidelity High Dividend ETF6.37M0.71%-
Allspring Special Small Cap Value A5.95M0.66%-
Fidelity Extended Market Index4.92M0.55%547.74K
Lear Global Vigilance4.36M0.49%627.83K
State St Russell Sm/Mid Cp® Indx NL Cl C4.39M0.49%23.20K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 26, 2025Bell Bernice EVP, CFOSell$105.70K
Feb 05, 2025SPARK FRANCES-Sell$50.48K
Jan 30, 2025Bell Bernice EVP, CFOSell$80.12K
Jan 30, 2025Bell Bernice EVP, CFOSell$50.35K
Aug 08, 2024Bell Bernice EVP, CFOSell$50.35K

Insider Transactions Trends


DateBuySell
2025 Q1-4
2024 Q3-3
2024 Q2-7
2024 Q1-2
2023 Q4-2

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 3.12% of its total shares outstanding invested in 27.97M AGNC Investment shares.

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