Dynex Capital Ownership | Who Owns Dynex Capital?


OverviewForecastRevenueFinancialsChartTranscripts

Dynex Capital Ownership Summary


Dynex Capital is owned by 45.62% institutional investors, 1.06% insiders, and 53.32% 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 2.63% of its assets in Dynex Capital shares.

DX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockDynex Capital45.62%1.06%53.32%
SectorReal Estate Stocks 70.61%9.19%20.19%
IndustryMortgage REIT Stocks51.39%4.96%43.65%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock6.58M11.14%$78.52M
Blackrock funding, inc. /de11.67M10.31%$143.46M
Vanguard group7.51M6.64%$92.35M
Millennium management3.28M3.62%$42.66M
Geode capital management3.23M2.86%$39.72M
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
Algebris (uk)1.67M1.47%$20.50M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pvg asset management76.47K3.62%$913.09K
Emg695.71K3.21%$8.55M
Algebris (uk)1.67M2.32%$20.50M
Mesirow institutional investment management1.06M1.03%$13.41M
Clayton partners45.00K0.42%$553.05K
Sheets smith investment management27.42K0.22%$337.02K
Waterfall asset management150.00K0.20%$1.84M
Baybridge capital group24.74K0.19%$304.02K
Navellier & associates147.73K0.18%$1.82M
Kingstone capital partners texas20.25K0.16%$247.00K

Top Buyers

HolderShares% AssetsChange
Millennium management3.28M0.02%2.48M
Blackrock funding, inc. /de11.67M0.00%2.43M
Vanguard group7.51M0.00%1.32M
Royal bank of canada2.38M0.00%760.32K
Geode capital management3.23M0.00%705.60K

Top Sellers

HolderShares% AssetsChange
Renaissance---1.43M
Mirae asset global investments---629.48K
Two sigma advisers, lp76.25K0.00%-604.70K
Wellington management group llp949.90K0.00%-499.51K
Hudson bay capital management lp---440.80K

New Positions

HolderShares% AssetsChangeValue
Emg695.71K3.21%695.71K$8.55M
Balyasny asset management400.34K0.01%400.34K$4.89M
Waterfall asset management150.00K0.20%150.00K$1.84M
Pvg asset management76.47K3.62%76.47K$913.09K
Aqr capital management66.73K0.00%66.73K$844.11K

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 %
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%
Sep 30, 20241667.10%38,498,8431.36%501.23%100-2.91%3322.22%
Jun 30, 202415311.68%37,979,00328.65%642.57%10243.66%26-21.21%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv3.41M2.63%-75.70K
Vanguard US Total Market Shares ETF2.37M2.46%-
iShares Russell 2000 ETF2.63M2.02%-
Fuh Hwa FTSE Mortgage REITs ETF1.58M1.64%243.83K
iShares Mortgage Real Estate Capped ETF1.34M1.03%-
Wellington Opportunistic Fixed Income1.30M1.00%1.30M
Invesco KBW High Dividend Yld Fincl ETF1.26M0.97%-
Vanguard Institutional Extnd Mkt Idx Tr1.15M0.88%-511.46K
VanEck Mortgage REIT Income ETF1.15M0.88%19.10K
Fidelity Real Estate Income1.15M0.88%86.60K

Recent Insider Transactions


DateNameRoleActivityValue
Sep 26, 2025Popenoe Smriti Laxman Co-CEO and PresidentBuy$727.20
Sep 26, 2025Popenoe Smriti Laxman Co-CEO and PresidentBuy$51.06K
Sep 26, 2025COLLIGAN ROBERT S CFO and COOBuy$50.90K
Mar 14, 2023COLLIGAN ROBERT S EVP and CFOBuy$97.28K
Oct 26, 2022BOSTON BYRON L CEO and Co-CIOBuy$29.02K

Insider Transactions Trends


DateBuySell
2025 Q3--
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q3--

DX Ownership FAQ


Who Owns Dynex Capital?

Dynex Capital shareholders are primarily institutional investors at 45.62%, followed by 1.06% insiders and 53.32% retail investors. The average institutional ownership in Dynex Capital's industry, Mortgage REIT Stocks, is 51.39%, 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 (11.67M shares, 10.31%), and Vanguard group (7.51M shares, 6.64%). Together, they hold 28.10% 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?

Pvg asset management is Dynex Capital’s biggest shareholder by percentage of total assets invested, with 3.62% of its assets in 76.47K Dynex Capital shares, valued at 913.09K$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Dynex Capital shares, with 2.63% of its total shares outstanding invested in 3.41M Dynex Capital shares.

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