Dynex Capital Ownership | Who Owns Dynex Capital?
Dynex Capital Ownership Summary
Dynex Capital is owned by 56.59% institutional investors, 0.47% insiders, and 42.95% retail investors. Blackrock is the largest institutional shareholder, holding 11.14% of DX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.01% of its assets in Dynex Capital shares.
DX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Dynex Capital | 56.59% | 0.47% | 42.95% |
| Sector | Real Estate Stocks | 72.57% | 9.98% | 17.44% |
| Industry | Mortgage REIT Stocks | 52.71% | 6.57% | 40.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.58M | 11.14% | $78.52M |
| Blackrock funding, inc. /de | 18.44M | 9.22% | $241.72M |
| Vanguard group | 8.39M | 5.38% | $117.55M |
| Vanguard capital management | 9.15M | 4.57% | $119.90M |
| Millennium management | 7.02M | 3.51% | $91.99M |
| Marshall wace, llp | 6.41M | 3.21% | $84.09M |
| Geode capital management | 5.57M | 2.78% | $72.99M |
| State street | 5.11M | 2.56% | $67.86M |
| Ameriprise financial | 3.35M | 1.67% | $43.89M |
| Two sigma investments, lp | 2.97M | 1.48% | $38.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Longboard asset management, lp | 15.29K | 3.36% | $200.39K |
| Waterfall asset management | 322.50K | 2.59% | $4.23M |
| Graniteshares advisors | 200.48K | 1.69% | $2.63M |
| Callodine capital management, lp | 1.64M | 1.41% | $21.53M |
| Significant wealth partners | 74.45K | 1.06% | $975.99K |
| Mesirow institutional investment management | 1.06M | 1.03% | $13.41M |
| Algebris (uk) | 1.19M | 1.03% | $15.60M |
| Clayton partners | 45.00K | 0.42% | $553.05K |
| Pvg asset management | 50.33K | 0.38% | $659.85K |
| Morling financial advisors | 87.23K | 0.32% | $1.14M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 6.41M | 0.07% | 6.20M |
| Millennium management | 7.02M | 0.03% | 4.26M |
| Blackrock funding, inc. /de | 18.44M | 0.00% | 2.36M |
| Sixth street partners management company | 1.80M | 0.00% | 1.80M |
| Ameriprise financial | 3.35M | 0.01% | 1.40M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Qube research | 1.80M | 0.02% | -1.91M |
| Balyasny asset management | 1.22M | 0.02% | -1.22M |
| Susquehanna group, llp | 436.72K | 0.00% | -721.48K |
| Mirae asset global investments | - | - | -629.48K |
| Two sigma advisers, lp | 76.25K | 0.00% | -604.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 1.80M | 0.00% | 1.80M | $23.54M |
| Algebris (uk) | 1.19M | 1.03% | 1.19M | $15.60M |
| Arrowstreet capital, limited partnership | 842.57K | 0.00% | 842.57K | $11.05M |
| Voloridge investment management | 475.04K | 0.03% | 475.04K | $6.23M |
| Nordea investment management ab | 452.21K | 0.00% | 452.21K | $5.96M |
Sold Out
| Holder | Change |
|---|---|
| Fortitude family office | -16.00 |
| Capital performance advisors llp | -19.00 |
| Voisard asset management group | -25.00 |
| Twin peaks wealth advisors | -25.00 |
| Lindbrook capital | -32.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 298 | 8.36% | 113,219,978 | 27.39% | 56 | 1.74% | 199 | 6.99% | 56 | - |
| Mar 31, 2026 | 267 | -0.74% | 87,289,969 | 23.44% | 55 | 2.72% | 178 | -7.29% | 56 | 36.59% |
| Dec 31, 2025 | 83 | -61.93% | 11,467,474 | -81.39% | 7 | 0.25% | 57 | -60.96% | 12 | -67.57% |
| Sep 30, 2025 | 84 | -59.42% | 13,812,022 | -73.29% | 12 | 0.58% | 53 | -61.59% | 16 | -65.96% |
| Jun 30, 2025 | 203 | -2.40% | 51,634,602 | 5.81% | 45 | 1.57% | 136 | -1.45% | 45 | -4.26% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 6.48M | 3.01% | 388.90K |
| Vanguard MStar Total Stk Mkt Idx Invest | 6.48M | 2.61% | - |
| Vanguard Morn Total Stk Mkt Idx Investor | 6.48M | 2.61% | 388.90K |
| Vanguard US Total Market Shares ETF | 2.37M | 2.46% | - |
| iShares Russell 2000 ETF | 5.62M | 2.27% | -99.84K |
| Fuh Hwa FTSE Mortgage REITs ETF | 1.58M | 1.64% | 243.83K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.48M | 1.00% | 14.30K |
| iShares Russell 2000 Value ETF | 2.03M | 0.82% | - |
| iShares Mortgage Real Estate Capped ETF | 1.99M | 0.80% | 54.83K |
| Fidelity Small Cap Index | 1.98M | 0.80% | 3.34K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 27, 2026 | Popenoe Smriti Laxman | Co-CEO and President | Buy | $24.38K |
| Sep 26, 2025 | Popenoe Smriti Laxman | Co-CEO and President | Buy | $51.06K |
| Sep 26, 2025 | Popenoe Smriti Laxman | Co-CEO and President | Buy | $727.20 |
| Sep 26, 2025 | COLLIGAN ROBERT S | CFO and COO | Buy | $50.90K |
| Mar 14, 2023 | COLLIGAN ROBERT S | EVP and CFO | Buy | $97.28K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | 1 | - |
| 2025 Q3 | 3 | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
DX Ownership FAQ
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