AGNC Investment Ownership | Who Owns AGNC Investment?

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AGNC Investment Ownership Summary

AGNC Investment is owned by 40.98% institutional investors, 0.39% insiders, and 58.63% retail investors. Vanguard group is the largest institutional shareholder, holding 9.71% of AGNC shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.79% of its assets in AGNC Investment shares.

AGNC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	AGNC Investment	40.98%	0.39%	58.63%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Mortgage REIT Stocks	46.08%	4.39%	49.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	68.17M	9.71%	$650.33M
Blackrock	37.09M	5.28%	$353.86M
State street	13.74M	1.96%	$132.73M
Geode capital management	12.06M	1.72%	$115.09M
Allspring global investments	8.05M	1.15%	$76.78M
Norges bank	7.70M	1.10%	$73.50M
Equity investment	7.12M	1.01%	$67.97M
Ruffer llp	7.05M	1.00%	$67.19M
Charles schwab investment management	6.61M	0.94%	$63.02M
Victory capital management	5.32M	0.76%	$50.72M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Dupree financial group	1.84M	7.99%	$17.56M
Penn mutual asset management	360.00K	7.30%	$3.43M
One fin capital management lp	1.20M	4.11%	$11.45M
Fwl investment management	796.92K	3.83%	$7.60M
Ruffer llp	7.05M	2.89%	$67.19M
Lifepro asset management	378.02K	2.59%	$3.61M
Pl capital advisors	593.37K	2.35%	$5.66M
Emg	500.00K	2.34%	$4.77M
Equity investment	7.12M	1.74%	$67.97M
Systematic portfolios	25.57K	1.70%	$243.94K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	7.70M	0.01%	7.70M
Ruffer llp	7.05M	2.89%	5.80M
Two sigma advisers, lp	4.67M	0.10%	4.07M
Vanguard group	68.17M	0.01%	2.43M
Two sigma investments, lp	4.50M	0.10%	1.42M

Top Sellers

Holder	Shares	% Assets	Change
State street	13.74M	0.01%	-3.08M
Mirae asset global investments	-	-	-1.91M
Readystate asset management lp	-	-	-1.43M
Stieven capital advisors	-	-	-1.10M
Adage capital partners gp	-	-	-1.00M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	7.70M	0.01%	7.70M	$73.50M
Mirae asset global etfs	1.00M	0.02%	1.00M	$9.54M
Emg	500.00K	2.34%	500.00K	$4.77M
Truemark investments	181.53K	0.59%	181.53K	$1.73M
Inceptionr	147.41K	0.40%	147.41K	$1.41M

Sold Out

Holder	Change
Gradient investments	-1.00
Atlantic edge private wealth management	-4.00
Financial gravity asset management	-34.00
Innealta capital	-50.00
Abich financial wealth management	-98.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	551	12.22%	330,788,591	16.48%	40	2.78%	338	22.91%	100	-16.67%
Jun 30, 2024	483	-3.40%	283,111,102	3.54%	40	2.66%	271	-4.91%	118	5.36%
Mar 31, 2024	500	-0.99%	273,436,004	2.93%	38	2.11%	285	4.01%	112	-17.04%
Dec 31, 2023	505	10.26%	265,644,860	8.27%	42	2.76%	274	8.73%	135	31.07%
Sep 30, 2023	458	-0.43%	245,345,349	1.94%	39	2.44%	252	17.21%	103	-30.41%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	24.67M	2.79%	-36.24K
Vanguard Small Cap Index	19.63M	2.22%	38.40K
Vanguard Small Cap Value Index Inv	13.26M	1.50%	-4.57K
Vanguard Institutional Extnd Mkt Idx Tr	11.17M	1.26%	-37.53K
iShares Mortgage Real Estate Capped ETF	7.38M	0.83%	13.28K
Allspring Special Small Cap Value A	5.95M	0.67%	192.60K
Fidelity Extended Market Index	4.55M	0.54%	216.27K
State St Russell Sm/Mid Cp® Indx NL Cl C	4.29M	0.48%	-146.90K
Lear Global Vigilance	3.73M	0.48%	127.50K
VanEck Mortgage REIT Income ETF	3.47M	0.39%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 06, 2024	Bell Bernice	EVP, CFO	Sell	$49.85K
Aug 08, 2024	Bell Bernice	EVP, CFO	Sell	$50.35K
Aug 07, 2024	Bell Bernice	EVP, CFO	Sell	$50.50K
May 14, 2024	BLANK DONNA	-	Sell	$89.83K
May 07, 2024	Bell Bernice	EVP, CFO	Sell	$14.47K

Insider Transactions Trends

Date	Buy	Sell
2024 Q3	-	3
2024 Q2	-	7
2024 Q1	-	2
2023 Q4	-	2
2023 Q3	1	1

AGNC Ownership FAQ

Who Owns AGNC Investment?

AGNC Investment shareholders are primarily institutional investors at 40.98%, followed by 0.39% insiders and 58.63% retail investors. The average institutional ownership in AGNC Investment's industry, Mortgage REIT Stocks, is 46.08%, which AGNC Investment falls below.

Who owns the most shares of AGNC Investment?

AGNC Investment’s largest shareholders are Vanguard group (68.17M shares, 9.71%), Blackrock (37.09M shares, 5.28%), and State street (13.74M shares, 1.96%). Together, they hold 16.95% of AGNC Investment’s total shares outstanding.

Does Blackrock own AGNC Investment?

Yes, BlackRock owns 5.28% of AGNC Investment, totaling 37.09M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 353.86M$. In the last quarter, BlackRock increased its holdings by 23.34K shares, a 0.06% change.

Who is AGNC Investment’s biggest shareholder by percentage of total assets invested?

Dupree financial group is AGNC Investment’s biggest shareholder by percentage of total assets invested, with 7.99% of its assets in 1.84M AGNC Investment shares, valued at 17.56M$.

Who is the top mutual fund holder of AGNC Investment shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of AGNC Investment shares, with 2.79% of its total shares outstanding invested in 24.67M AGNC Investment shares.

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