AGNC Investment Ownership | Who Owns AGNC Investment?

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AGNC Investment Ownership Summary

AGNC Investment is owned by 13.73% institutional investors, 0.41% insiders, and 85.86% 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 3.12% of its assets in AGNC Investment shares.

AGNC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	AGNC Investment	13.73%	0.41%	85.86%
Sector	Real Estate Stocks	42.65%	9.09%	48.26%
Industry	Mortgage REIT Stocks	26.66%	5.00%	68.34%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	97.75M	9.58%	$1.05B
Blackrock funding, inc. /de	61.10M	5.99%	$655.04M
Blackrock	37.09M	5.28%	$353.86M
Geode capital management	29.10M	2.85%	$312.27M
Ubs group	23.09M	2.12%	$231.62M
State street	17.16M	1.69%	$170.00M
Norges bank	13.23M	1.30%	$141.83M
Equity investment	9.69M	0.89%	$97.23M
Morgan stanley	7.49M	0.73%	$80.31M
Charles schwab investment management	7.19M	0.71%	$70.39M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Penn mutual asset management	360.00K	18.50%	$3.61M
Dupree financial group	1.39M	5.63%	$13.98M
Lifepro asset management	378.02K	2.59%	$3.61M
Emg	500.00K	2.34%	$4.77M
Fwl investment management	829.65K	2.33%	$7.62M
Sullivan wood capital management	114.40K	2.03%	$1.16M
Equity investment	9.69M	1.90%	$97.23M
Pmc fig opportunities	127.27K	1.88%	$1.25M
Systematic portfolios	25.57K	1.70%	$243.94K
Davidson investment advisors	3.43M	1.62%	$32.84M

Top Buyers

Holder	Shares	% Assets	Change
Ubs group	23.09M	0.03%	13.44M
Norges bank	13.23M	0.02%	13.23M
Vanguard fiduciary trust	6.87M	0.02%	6.87M
Blackrock funding, inc. /de	61.10M	0.01%	4.90M
Balyasny asset management	4.38M	0.06%	4.38M

Top Sellers

Holder	Shares	% Assets	Change
Fmr	1.10M	0.00%	-18.25M
Vaughan nelson investment management	-	-	-17.00M
Natixis advisors	-	-	-4.32M
Allspring global investments	377.16K	0.01%	-3.44M
Two sigma advisers, lp	-	-	-2.94M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	13.23M	0.02%	13.23M	$141.83M
Vanguard fiduciary trust	6.87M	0.02%	6.87M	$68.88M
Balyasny asset management	4.38M	0.06%	4.38M	$40.24M
King street capital management	1.32M	0.55%	1.32M	$12.97M
Tudor investment corp et al	1.05M	0.02%	1.05M	$10.28M

Sold Out

Holder	Change
Total investment management	-1.00
Gradient investments	-1.00
Mendota financial group	-3.00
Stephens consulting	-4.00
Optima capital	-14.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	291	-54.39%	140,001,828	-63.52%	13	0.96%	161	-57.96%	66	-49.23%
Sep 30, 2025	311	-47.64%	157,305,323	-61.43%	15	0.96%	190	-47.08%	61	-55.80%
Jun 30, 2025	597	-0.17%	425,448,862	9.41%	41	2.33%	356	1.14%	140	10.24%
Mar 31, 2025	6	-98.96%	921,295	-99.74%	-	0.01%	3	-99.11%	-	-100.00%
Dec 31, 2024	563	1.08%	348,180,923	5.14%	43	2.56%	330	-3.51%	126	26.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	35.09M	3.12%	1.09M
Vanguard US Total Market Shares ETF	24.71M	2.61%	1.57M
Vanguard Small Cap Index	25.61M	2.28%	1.25M
Fuh Hwa FTSE Mortgage REITs ETF	16.24M	1.71%	3.01M
Vanguard Small Cap Value Index Inv	16.29M	1.45%	644.50K
Vanguard Institutional Extnd Mkt Idx Tr	12.36M	1.10%	672.59K
Fidelity High Dividend ETF	8.27M	0.79%	23.84K
iShares Mortgage Real Estate Capped ETF	7.71M	0.67%	-124.43K
State St Russell Sm/Mid Cp® Indx SL Cl I	6.65M	0.59%	488.60K
Fidelity Extended Market Index	6.06M	0.53%	128.89K

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 06, 2026	BLANK DONNA	-	Sell	$237.05K
May 04, 2026	Mullings Paul E	-	Sell	$73.03K
Apr 27, 2026	Federico Peter J	Director, President, CEO, CIO	Sell	$710.39K
Apr 24, 2026	Federico Peter J	Director, President, CEO, CIO	Sell	$702.60K
Apr 28, 2026	Federico Peter J	Director, President, CEO, CIO	Sell	$713.62K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	5
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 13.73%, followed by 0.41% insiders and 85.86% retail investors. The average institutional ownership in AGNC Investment's industry, Mortgage REIT Stocks, is 26.66%, 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 (61.1M shares, 5.99%), and Blackrock (37.09M shares, 5.28%). Together, they hold 20.86% 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 3.12% of its total shares outstanding invested in 35.09M AGNC Investment shares.

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