AGNC Investment Ownership | Who Owns AGNC Investment?


OverviewForecastRevenueFinancialsChartTranscripts

AGNC Investment Ownership Summary


AGNC Investment is owned by 41.82% institutional investors, 0.37% insiders, and 57.81% 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 3.06% of its assets in AGNC Investment shares.

AGNC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAGNC Investment41.82%0.37%57.81%
SectorReal Estate Stocks 69.85%9.10%21.05%
IndustryMortgage REIT Stocks51.49%5.03%43.48%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group83.32M10.32%$767.35M
Blackrock37.09M5.28%$353.86M
Blackrock funding, inc. /de52.73M5.18%$484.56M
Geode capital management14.61M1.81%$134.64M
State street13.67M1.69%$127.53M
Norges bank9.48M1.17%$87.27M
Allspring global investments8.66M1.07%$80.39M
Equity investment9.39M0.92%$86.30M
Charles schwab investment management7.35M0.91%$67.69M
Ubs group6.71M0.83%$61.84M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Dupree financial group2.21M8.02%$20.35M
Penn mutual asset management360.00K5.85%$3.31M
Cannon global investment management160.00K3.01%$1.47M
Lifepro asset management378.02K2.59%$3.61M
Emg500.00K2.34%$4.77M
Fwl investment management829.65K2.33%$7.62M
Mount lucas management lp570.80K2.24%$5.25M
Equity investment9.39M1.89%$86.30M
Graniteshares advisors304.50K1.72%$2.80M
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
Balyasny asset management4.38M0.06%4.38M
Blackrock funding, inc. /de52.73M0.01%3.64M

Top Sellers

HolderShares% AssetsChange
Vaughan nelson investment management---17.00M
Two sigma investments, lp288.09K0.01%-5.33M
Natixis advisors---4.32M
Two sigma advisers, lp---2.94M
Mirae asset global investments---1.91M

New Positions

HolderShares% AssetsChangeValue
Norges bank9.48M0.01%9.48M$87.27M
Balyasny asset management4.38M0.06%4.38M$40.24M
Emg500.00K2.34%500.00K$4.77M
Slagle financial317.72K1.18%317.72K$2.92M
Natixis306.49K0.01%306.49K$2.82M

Sold Out

HolderChange
Gradient investments-1.00
Mendota financial group-3.00
Quent capital-17.00
Bokf, na-24.00
Financial gravity asset management-34.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Jun 30, 2024483-3.40%283,111,1023.54%402.66%271-4.91%1185.36%

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 ETF9.02M0.87%51.17K
Fidelity High Dividend ETF7.78M0.75%26.78K
Fidelity Extended Market Index5.49M0.53%566.72K
Lear Global Vigilance5.32M0.52%983.84K

Recent Insider Transactions


DateNameRoleActivityValue
Aug 08, 2025Bell Bernice EVP, CFOSell$297.99K
Jul 28, 2025FISK JOHN D-Sell$195.68K
Jul 25, 2025Mullings Paul E-Sell$105.72K
May 06, 2025BLANK DONNA-Sell$149.28K
May 02, 2025Mullings Paul E-Sell$119.39K

Insider Transactions Trends


DateBuySell
2025 Q3-2
2025 Q2-8
2025 Q1-4
2024 Q3-3
2024 Q2-7

AGNC Ownership FAQ


Who Owns AGNC Investment?

AGNC Investment shareholders are primarily institutional investors at 41.82%, followed by 0.37% insiders and 57.81% retail investors. The average institutional ownership in AGNC Investment's industry, Mortgage REIT Stocks, is 51.49%, which AGNC Investment falls below.

Who owns the most shares of AGNC Investment?

AGNC Investment’s largest shareholders are Vanguard group (83.32M shares, 10.32%), Blackrock (37.09M shares, 5.28%), and Blackrock funding, inc. /de (52.73M shares, 5.18%). Together, they hold 20.79% 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 8.02% of its assets in 2.21M AGNC Investment shares, valued at 20.35M$.

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools