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AGNC Investment Ownership | Who Owns AGNC Investment?


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AGNC Investment Ownership Summary


AGNC Investment is owned by 42.92% institutional investors, 0.39% insiders, and 56.70% retail investors. Vanguard group is the largest institutional shareholder, holding 9.58% of AGNC shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.34% of its assets in AGNC Investment shares.

AGNC Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockAGNC Investment42.92%0.39%56.70%
SectorReal Estate Stocks 73.23%9.77%17.00%
IndustryMortgage REIT Stocks53.22%6.74%40.04%

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
Vanguard capital management51.59M4.60%$562.32M
Ubs group27.31M2.43%$297.72M
Geode capital management24.49M2.18%$266.98M
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

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Penn mutual asset management360.00K14.12%$3.27M
Dupree financial group1.90M6.22%$17.25M
Longboard asset management, lp12.47K3.04%$113.07K
Lifepro asset management378.02K2.59%$3.61M
Emg500.00K2.34%$4.77M
Fwl investment management1.09M2.17%$11.85M
Equity investment9.74M2.02%$106.12M
Pmc fig opportunities127.27K1.88%$1.25M
Systematic portfolios25.57K1.70%$243.94K
Sullivan wood capital management120.02K1.69%$1.10M

Top Buyers

HolderShares% AssetsChange
Norges bank15.47M0.02%15.47M
Sixth street partners management company8.15M0.01%8.15M
Vaughan nelson investment management6.05M0.58%6.05M
Hrt financial lp4.35M0.09%4.35M
Ubs group27.31M0.04%4.22M

Top Sellers

HolderShares% AssetsChange
Millennium management202.88K0.00%-4.80M
Qube research3.76M0.04%-4.02M
Two sigma advisers, lp---2.94M
Susquehanna group, llp2.11M0.00%-2.16M
Mirae asset global investments---1.91M

New Positions

HolderShares% AssetsChangeValue
Norges bank15.47M0.02%15.47M$168.67M
Sixth street partners management company8.15M0.01%8.15M$88.80M
Vaughan nelson investment management6.05M0.58%6.05M$65.93M
Hrt financial lp4.35M0.09%4.35M$47.46M
Arrowstreet capital, limited partnership812.07K0.00%812.07K$8.85M

Sold Out

HolderChange
Wealth watch advisors-1.00
Total investment management-1.00
Gradient investments-1.00
Mendota financial group-3.00
Stephens consulting-4.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 20267341.80%481,790,61712.59%422.95%4200.24%1817.10%
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%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF42.59M3.34%40.54K
Vanguard Total Stock Mkt Idx Inv36.40M3.17%1.19M
Vanguard MStar Total Stk Mkt Idx Invest37.41M3.16%1.05M
Vanguard Morn Total Stk Mkt Idx Investor36.40M3.13%1.19M
Vanguard US Total Market Shares ETF24.71M2.61%1.57M
Vanguard Small Cap Index26.68M2.25%273.37K
Fuh Hwa FTSE Mortgage REITs ETF16.24M1.71%3.01M
Vanguard MStar Small Cap Value Index17.37M1.47%593.23K
Vanguard Small Cap Value Index Inv16.72M1.46%280.36K
Vanguard Morn Small Cap Value Index16.72M1.44%280.36K

Recent Insider Transactions


DateNameRoleActivityValue
Oct 27, 2026Federico Peter J Director, President, CEO, CIOSell$594.55K
Oct 26, 2026Federico Peter J Director, President, CEO, CIOSell$601.33K
Oct 23, 2026Federico Peter J Director, President, CEO, CIOSell$602.69K
Aug 19, 2026Bell Bernice EVP, CFOSell$110.50K
Aug 19, 2026Bell Bernice EVP, CFOSell$55.50K

Insider Transactions Trends


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

AGNC Ownership FAQ


Who Owns AGNC Investment?

AGNC Investment shareholders are primarily institutional investors at 42.92%, followed by 0.39% insiders and 56.69% retail investors. The average institutional ownership in AGNC Investment's industry, Mortgage REIT Stocks, is 53.22%, 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 14.12% of its assets in 360K AGNC Investment shares, valued at 3.27M$.

Who is the top mutual fund holder of AGNC Investment shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of AGNC Investment shares, with 3.34% of its total shares outstanding invested in 42.59M AGNC Investment shares.

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