Dynex Capital Ownership | Who Owns Dynex Capital?


OverviewForecastRevenueFinancialsChartTranscripts

Dynex Capital Ownership Summary


Dynex Capital is owned by 7.35% institutional investors, 0.46% insiders, and 92.20% retail investors. Blackrock is the largest institutional shareholder, holding 11.14% of DX shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.46% of its assets in Dynex Capital shares.

DX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockDynex Capital7.35%0.46%92.20%
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
Blackrock6.58M11.14%$78.52M
Blackrock funding, inc. /de12.56M10.12%$176.00M
Vanguard group8.39M5.38%$117.55M
Millennium management3.28M3.62%$42.66M
Geode capital management3.49M2.81%$48.89M
State street2.72M2.40%$33.86M
Royal bank of canada2.38M2.10%$29.19M
Ameriprise financial1.74M1.53%$21.34B
Victory capital management1.72M1.52%$21.13M
Mesirow institutional investment management1.06M1.40%$13.41M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Longboard asset management, lp15.29K3.37%$195.04K
Emg695.71K3.21%$8.55M
Graniteshares advisors194.18K1.65%$2.72M
Significant wealth partners73.03K1.15%$931.90K
Mesirow institutional investment management1.06M1.03%$13.41M
Pvg asset management26.40K0.79%$369.89K
Clayton partners45.00K0.42%$553.05K
Kingstone capital partners texas30.11K0.25%$422.00K
Navellier & associates146.37K0.23%$2.05M
Bayforest capital15.96K0.23%$203.70K

Top Buyers

HolderShares% AssetsChange
Millennium management3.28M0.02%2.48M
Blackrock funding, inc. /de12.56M0.00%889.61K
Vanguard group8.39M0.00%876.93K
Royal bank of canada2.38M0.00%760.32K
Emg695.71K3.21%695.71K

Top Sellers

HolderShares% AssetsChange
Algebris (uk)---1.67M
Ubs group340.56K0.00%-748.18K
Mirae asset global investments---629.48K
Two sigma advisers, lp76.25K0.00%-604.70K
Wellington management group llp949.90K0.00%-499.51K

New Positions

HolderShares% AssetsChangeValue
Emg695.71K3.21%695.71K$8.55M
Renaissance423.60K0.01%423.60K$5.93M
Balyasny asset management400.34K0.01%400.34K$4.89M
Connor, clark & lunn investment management294.60K0.01%294.60K$4.13M
Graniteshares advisors194.18K1.65%194.18K$2.72M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202583-61.93%11,467,474-81.39%70.25%57-60.96%12-67.57%
Sep 30, 202584-59.42%13,812,022-73.29%120.58%53-61.59%16-65.96%
Jun 30, 2025203-2.40%51,634,6025.81%451.57%136-1.45%45-4.26%
Mar 31, 20256-96.81%3,983,282-89.96%40.16%5-95.76%1-97.50%
Dec 31, 202418410.18%39,348,7342.01%512.00%11614.85%3815.15%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard US Total Market Shares ETF2.37M2.46%-
iShares Russell 2000 ETF4.82M2.39%-39.34K
Vanguard Total Stock Mkt Idx Inv4.39M2.17%-
Fuh Hwa FTSE Mortgage REITs ETF1.58M1.64%243.83K
iShares Mortgage Real Estate Capped ETF1.87M0.92%-
iShares Russell 2000 Value ETF1.72M0.85%-
Vanguard Institutional Extnd Mkt Idx Tr1.60M0.79%22.75K
VanEck Mortgage REIT Income ETF1.45M0.72%-25.21K
Fidelity Small Cap Index1.43M0.71%-17.14K
Jupiter Merian Glb Eq AbsRet I USD Acc534.30K0.63%517.42K

Recent Insider Transactions


DateNameRoleActivityValue
Feb 27, 2026Popenoe Smriti Laxman Co-CEO and PresidentBuy$24.38K
Sep 26, 2025Popenoe Smriti Laxman Co-CEO and PresidentBuy$51.06K
Sep 26, 2025Popenoe Smriti Laxman Co-CEO and PresidentBuy$727.20
Sep 26, 2025COLLIGAN ROBERT S CFO and COOBuy$50.90K
Mar 14, 2023COLLIGAN ROBERT S EVP and CFOBuy$97.28K

Insider Transactions Trends


DateBuySell
2026 Q1--
2025 Q33-
2025 Q2--
2025 Q1--
2024 Q4--

DX Ownership FAQ


Who Owns Dynex Capital?

Dynex Capital shareholders are primarily institutional investors at 7.35%, followed by 0.46% insiders and 92.19% retail investors. The average institutional ownership in Dynex Capital's industry, Mortgage REIT Stocks, is 26.66%, which Dynex Capital falls below.

Who owns the most shares of Dynex Capital?

Dynex Capital’s largest shareholders are Blackrock (6.58M shares, 11.14%), Blackrock funding, inc. /de (12.56M shares, 10.12%), and Vanguard group (8.39M shares, 5.38%). Together, they hold 26.64% of Dynex Capital’s total shares outstanding.

Does Blackrock own Dynex Capital?

Yes, BlackRock owns 11.14% of Dynex Capital, totaling 6.58M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 78.52M$. In the last quarter, BlackRock increased its holdings by 483.72K shares, a 7.94% change.

Who is Dynex Capital’s biggest shareholder by percentage of total assets invested?

Longboard asset management, lp is Dynex Capital’s biggest shareholder by percentage of total assets invested, with 3.37% of its assets in 15.28K Dynex Capital shares, valued at 195.04K$.

Who is the top mutual fund holder of Dynex Capital shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Dynex Capital shares, with 2.46% of its total shares outstanding invested in 2.37M Dynex Capital shares.

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