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 3.17% of its assets in AGNC Investment shares.

AGNC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAGNC Investment18.05%0.40%81.55%
SectorReal Estate Stocks 49.41%9.79%40.80%
IndustryMortgage REIT Stocks44.26%6.08%49.67%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group97.75M9.58%$1.05B
Blackrock funding, inc. /de64.59M5.75%$704.08M
Blackrock37.09M5.28%$353.86M
Geode capital management24.49M2.18%$266.98M
Ubs group23.09M2.12%$231.62M
State street20.64M1.84%$227.45M
Norges bank15.47M1.38%$168.67M
Equity investment9.74M0.87%$106.12M
Victory capital management8.78M0.78%$95.68M
Qube research7.79M0.71%$78.09M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Penn mutual asset management360.00K20.14%$3.92M
Dupree financial group1.42M5.81%$15.50M
Osbon capital management316.18K2.59%$3.17M
Lifepro asset management378.02K2.59%$3.61M
Emg500.00K2.34%$4.77M
Fwl investment management922.58K2.03%$9.25M
Equity investment9.74M2.02%$106.12M
King street capital management615.00K1.88%$6.17M
Pmc fig opportunities127.27K1.88%$1.25M
Sullivan wood capital management119.90K1.81%$1.32M

Top Buyers

HolderShares% AssetsChange
Norges bank15.47M0.02%15.47M
Ubs group23.09M0.03%13.44M
Qube research7.79M0.09%7.75M
Vanguard fiduciary trust6.87M0.02%6.87M
Vaughan nelson investment management6.05M0.58%6.05M

Top Sellers

HolderShares% AssetsChange
Renaissance1.84M0.03%-5.02M
Natixis advisors---4.32M
Allspring global investments377.16K0.01%-3.44M
Two sigma advisers, lp---2.94M
King street capital management615.00K1.88%-2.64M

New Positions

HolderShares% AssetsChangeValue
Norges bank15.47M0.02%15.47M$168.67M
Vanguard fiduciary trust6.87M0.02%6.87M$68.88M
Vaughan nelson investment management6.05M0.58%6.05M$65.93M
Vanguard asset management965.59K0.01%965.59K$9.68M
Clearbridge investments582.08K0.01%582.08K$5.84M

Sold Out

HolderChange
Wealth watch advisors-1.00
Gradient investments-1.00
Ronald blue trust-1.00
Total investment management-1.00
Mendota financial group-3.00

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 Inv36.40M3.17%1.19M
Vanguard Morn Total Stk Mkt Idx Investor36.40M3.13%1.19M
Vanguard US Total Market Shares ETF24.71M2.61%1.57M
Vanguard Small Cap Index26.33M2.29%818.93K
Fuh Hwa FTSE Mortgage REITs ETF16.24M1.71%3.01M
Vanguard Small Cap Value Index Inv16.72M1.46%280.36K
Vanguard Morn Small Cap Value Index16.72M1.44%280.36K
Vanguard Institutional Extnd Mkt Idx Tr13.17M1.15%652.39K
Fidelity High Dividend ETF8.27M0.79%23.84K
iShares Mortgage Real Estate Capped ETF8.32M0.70%229.51K

Recent Insider Transactions


DateNameRoleActivityValue
Jul 28, 2026Bell Bernice EVP, CFOSell$55.00K
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

Insider Transactions Trends


DateBuySell
2026 Q3-1
2026 Q2-6
2026 Q1-5
2025 Q4-5
2025 Q3-3

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 44.26%, 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 (64.59M shares, 5.75%), and Blackrock (37.09M shares, 5.28%). Together, they hold 20.62% 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 20.14% of its assets in 360K AGNC Investment shares, valued at 3.92M$.

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 3.17% of its total shares outstanding invested in 36.4M AGNC Investment shares.

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