Dynex Capital Ownership | Who Owns Dynex Capital?


OverviewForecastRevenueFinancialsChartTranscripts

Dynex Capital Ownership Summary


Dynex Capital is owned by 4.40% institutional investors, 1.09% insiders, and 94.51% 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 2.53% of its assets in Dynex Capital shares.

DX Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockDynex Capital4.40%1.09%94.51%
SectorReal Estate Stocks 46.98%8.71%44.31%
IndustryMortgage REIT Stocks29.37%4.78%65.85%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock6.58M11.14%$78.52M
Blackrock funding, inc. /de8.35M11.02%$105.66M
Vanguard group4.32M5.70%$54.62M
Millennium management3.28M3.62%$42.66M
Victory capital management2.03M2.68%$25.66M
Geode capital management1.84M2.43%$23.26M
State street1.67M2.20%$21.11M
Mirae asset global etfs1.43M1.88%$18.05M
Fmr1.35M1.79%$17.13M
Invesco1.27M1.68%$16.07M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Pvg asset management76.47K3.62%$913.09K
Mesirow institutional investment management1.06M1.03%$13.41M
Truemark investments114.52K0.46%$1.45M
Park circle38.35K0.43%$485.13K
Axs investments122.11K0.43%$1.54M
Centerbook partners lp385.27K0.29%$4.87M
Peregrine capital management456.19K0.17%$5.77M
1492 capital management25.59K0.15%$323.75K
Fj capital management93.07K0.14%$1.18M
Jackson thornton asset management55.90K0.09%$707.17K

Top Buyers

HolderShares% AssetsChange
Millennium management3.28M0.02%2.48M
Blackrock funding, inc. /de8.35M0.00%1.37M
Ubs group1.04M0.00%841.44K
Bank of america corp /de/649.98K0.00%552.18K
Cubist systematic strategies523.02K0.04%523.02K

Top Sellers

HolderShares% AssetsChange
Balyasny asset management---1.39M
Mirae asset global investments---629.48K
Hudson bay capital management lp---440.80K
Emg---396.83K
International assets investment management31.74K0.03%-374.79K

New Positions

HolderShares% AssetsChangeValue
Cubist systematic strategies523.02K0.04%523.02K$6.81M
Franklin resources158.79K0.00%158.79K$2.01M
Raymond james financial119.38K0.00%119.38K$1.51M
Magnetar financial102.55K0.02%102.55K$1.34M
Verition fund management100.79K0.01%100.79K$1.27M

Sold Out

HolderChange
Capital performance advisors llp-19.00
Voisard asset management group-25.00
Lindbrook capital-32.00
Cornerstone planning group-56.00
Skopos labs-152.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Mar 31, 20241377.87%29,520,55631.94%503.21%719.23%3310.00%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv2.71M2.53%168.80K
Vanguard US Total Market Shares ETF2.37M2.46%-
iShares Russell 2000 ETF2.22M2.07%1.09K
Fuh Hwa FTSE Mortgage REITs ETF1.58M1.64%243.83K
Fidelity Real Estate Income1.34M1.25%-
Vanguard Institutional Extnd Mkt Idx Tr1.31M1.22%25.61K
iShares Mortgage Real Estate Capped ETF1.12M1.04%-
Invesco KBW High Dividend Yld Fincl ETF1.11M1.04%-
Columbia Small Cap Value I A1.02M0.95%240.94K
Columbia Small Cap Value I780.27K0.81%96.76K

Recent Insider Transactions


DateNameRoleActivityValue
Mar 14, 2023COLLIGAN ROBERT S EVP and CFOBuy$97.28K
Oct 25, 2022BOSTON BYRON L CEO and Co-CIOBuy$131.00K
Oct 26, 2022BOSTON BYRON L CEO and Co-CIOBuy$29.02K
Sep 01, 2022Popenoe Smriti Laxman President and Co-CIOBuy$31.00K
Aug 22, 2022BOSTON BYRON L CEO and Co-CIOBuy$29.96K

Insider Transactions Trends


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

DX Ownership FAQ


Who Owns Dynex Capital?

Dynex Capital shareholders are primarily institutional investors at 4.40%, followed by 1.09% insiders and 94.51% retail investors. The average institutional ownership in Dynex Capital's industry, Mortgage REIT Stocks, is 29.37%, 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 (8.35M shares, 11.02%), and Vanguard group (4.32M shares, 5.70%). Together, they hold 27.86% 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 2.53% of its total shares outstanding invested in 2.71M 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