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 3.03% of its assets in AGNC Investment shares.

AGNC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAGNC Investment13.73%0.41%85.86%
SectorReal Estate Stocks 42.65%9.09%48.26%
IndustryMortgage REIT Stocks26.66%5.00%68.34%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group97.75M9.58%$1.05B
Blackrock funding, inc. /de61.10M5.99%$655.04M
Blackrock37.09M5.28%$353.86M
Geode capital management29.10M2.85%$312.27M
State street17.16M1.69%$170.00M
Norges bank13.23M1.30%$141.83M
Ubs group9.66M0.95%$103.52M
Equity investment9.52M0.93%$102.08M
Morgan stanley7.49M0.73%$80.31M
Charles schwab investment management7.19M0.71%$70.39M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Dupree financial group1.47M5.75%$15.77M
Lifepro asset management378.02K2.59%$3.61M
Cannon global investment management89.40K2.41%$958.37K
Emg500.00K2.34%$4.77M
Fwl investment management829.65K2.33%$7.62M
Penn mutual asset management360.00K2.31%$3.86M
Equity investment9.52M2.06%$102.08M
Davidson investment advisors4.30M1.92%$46.08M
Pmc fig opportunities127.27K1.88%$1.25M
Sullivan wood capital management114.40K1.87%$1.24M

Top Buyers

HolderShares% AssetsChange
Norges bank13.23M0.02%13.23M
Blackrock funding, inc. /de61.10M0.01%4.90M
Balyasny asset management4.38M0.06%4.38M
Ubs asset management americas3.10M0.01%3.10M
Sg americas securities3.11M0.04%3.09M

Top Sellers

HolderShares% AssetsChange
Fmr1.10M0.00%-18.25M
Vaughan nelson investment management---17.00M
Natixis advisors---4.32M
Allspring global investments3.82M0.07%-3.13M
Two sigma advisers, lp---2.94M

New Positions

HolderShares% AssetsChangeValue
Norges bank13.23M0.02%13.23M$141.83M
Balyasny asset management4.38M0.06%4.38M$40.24M
King street capital management1.32M0.55%1.32M$12.97M
Tudor investment corp et al1.05M0.02%1.05M$10.28M
Cubist systematic strategies543.99K0.03%543.99K$5.33M

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 %
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%
Dec 31, 20245631.08%348,180,9235.14%432.56%330-3.51%12626.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv33.56M3.03%57.52K
Vanguard US Total Market Shares ETF24.71M2.61%1.57M
Vanguard Small Cap Index24.30M2.19%-7.72K
Fuh Hwa FTSE Mortgage REITs ETF16.24M1.71%3.01M
Vanguard Small Cap Value Index Inv15.60M1.41%-120.05K
Vanguard Institutional Extnd Mkt Idx Tr11.59M1.04%54.27K
Fidelity High Dividend ETF8.27M0.79%23.84K
iShares Mortgage Real Estate Capped ETF8.07M0.73%1.33M
State St Russell Sm/Mid Cp® Indx SL Cl I6.10M0.55%60.11K
Lear Global Vigilance5.32M0.52%983.84K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 17, 2026Bell Bernice EVP, CFOSell$399.64K
Feb 19, 2026Bell Bernice EVP, CFOSell$170.40K
Jan 29, 2026Kain Gary D Director, Executive ChairSell$8.34M
Jan 28, 2026Bell Bernice EVP, CFOSell$303.50K
Jan 28, 2026Pollack Kenneth L. EVP and General CounselSell$605.50K

Insider Transactions Trends


DateBuySell
2026 Q1-5
2025 Q4-5
2025 Q3-3
2025 Q2-8
2025 Q1-4

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?

Dupree financial group is AGNC Investment’s biggest shareholder by percentage of total assets invested, with 5.75% of its assets in 1.47M AGNC Investment shares, valued at 15.77M$.

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 3.03% of its total shares outstanding invested in 33.56M AGNC Investment shares.

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