Dynex Capital Ownership | Who Owns Dynex Capital?
Dynex Capital Ownership Summary
Dynex Capital is owned by 55.94% institutional investors, 0.74% insiders, and 43.32% 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 2.83% of its assets in Dynex Capital shares.
DX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Dynex Capital | 55.94% | 0.74% | 43.32% |
| Sector | Real Estate Stocks | 48.86% | 9.88% | 41.26% |
| Industry | Mortgage REIT Stocks | 43.45% | 5.01% | 51.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 6.58M | 11.14% | $78.52M |
| Blackrock funding, inc. /de | 16.08M | 10.31% | $205.21M |
| Vanguard group | 8.39M | 5.38% | $117.55M |
| Geode capital management | 4.74M | 3.04% | $60.51M |
| State street | 4.53M | 2.91% | $58.55M |
| Qube research | 3.71M | 2.38% | $47.32M |
| Millennium management | 2.75M | 1.77% | $35.15M |
| Victory capital management | 2.60M | 1.67% | $33.17M |
| Balyasny asset management | 2.44M | 1.56% | $31.13M |
| Mesirow institutional investment management | 1.06M | 1.40% | $13.41M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Longboard asset management, lp | 15.29K | 3.37% | $195.04K |
| Emg | 695.71K | 3.21% | $8.55M |
| Waterfall asset management | 295.00K | 2.11% | $3.76M |
| Graniteshares advisors | 174.23K | 1.60% | $2.22M |
| Callodine capital management, lp | 1.67M | 1.49% | $21.32M |
| Significant wealth partners | 73.03K | 1.15% | $931.90K |
| Mesirow institutional investment management | 1.06M | 1.03% | $13.41M |
| Pvg asset management | 26.40K | 0.79% | $369.89K |
| Point nemo capital | 90.15K | 0.76% | $1.15M |
| Osbon capital management | 46.73K | 0.49% | $596.30K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 16.08M | 0.00% | 3.52M |
| Qube research | 3.71M | 0.05% | 2.48M |
| Callodine capital management, lp | 1.67M | 1.49% | 1.67M |
| Segall bryant & hamill | 1.54M | 0.34% | 1.54M |
| State street | 4.53M | 0.00% | 1.50M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Algebris (uk) | - | - | -1.67M |
| Two sigma investments, lp | 1.95M | 0.02% | -1.47M |
| Metlife investment management | 108.88K | 0.01% | -1.09M |
| Mirae asset global investments | - | - | -629.48K |
| Two sigma advisers, lp | 76.25K | 0.00% | -604.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Callodine capital management, lp | 1.67M | 1.49% | 1.67M | $21.32M |
| Segall bryant & hamill | 1.54M | 0.34% | 1.54M | $20.83M |
| Vanguard fiduciary trust | 1.28M | 0.00% | 1.28M | $16.34M |
| Susquehanna fundamental investments | 699.85K | 0.33% | 699.85K | $8.93M |
| Emg | 695.71K | 3.21% | 695.71K | $8.55M |
Sold Out
| Holder | Change |
|---|---|
| Fortitude family office | -16.00 |
| Capital performance advisors llp | -19.00 |
| Voisard asset management group | -25.00 |
| Lindbrook capital | -32.00 |
| Geowealth management | -38.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 6 | -96.81% | 3,983,282 | -89.96% | 4 | 0.16% | 5 | -95.76% | 1 | -97.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 6.09M | 2.83% | - |
| Vanguard US Total Market Shares ETF | 2.37M | 2.46% | - |
| iShares Russell 2000 ETF | 4.70M | 2.18% | 39.62K |
| Fuh Hwa FTSE Mortgage REITs ETF | 1.58M | 1.64% | 243.83K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.25M | 1.05% | 23.52K |
| iShares Mortgage Real Estate Capped ETF | 1.87M | 0.87% | -30.10K |
| iShares Russell 2000 Value ETF | 1.71M | 0.79% | 9.20K |
| VanEck Mortgage REIT Income ETF | 1.47M | 0.68% | - |
| Fidelity Small Cap Index | 1.44M | 0.67% | 10.77K |
| Jupiter Merian Glb Eq AbsRet I USD Acc | 534.30K | 0.63% | 517.42K |
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 | - | - |
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