Annaly Capital Management Ownership | Who Owns Annaly Capital Management?
Annaly Capital Management Ownership Summary
Annaly Capital Management is owned by 55.75% institutional investors, 0.19% insiders, and 44.05% retail investors. Blackrock is the largest institutional shareholder, holding 11.12% of NLY shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.26% of its assets in Annaly Capital Management shares.
NLY Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Annaly Capital Management | 55.75% | 0.19% | 44.05% |
| Sector | Real Estate Stocks | 66.63% | 8.14% | 25.23% |
| Industry | Mortgage REIT Stocks | 45.59% | 4.28% | 50.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 55.64M | 11.12% | $1.06B |
| Vanguard group | 48.97M | 9.78% | $933.28M |
| State street | 17.18M | 3.43% | $338.43M |
| Allspring global investments | 16.65M | 3.33% | $317.31M |
| Geode capital management | 8.40M | 1.68% | $159.77M |
| Norges bank | 6.29M | 1.26% | $119.83M |
| Kbc group nv | 5.20M | 1.01% | $95.12M |
| Northern trust | 4.20M | 0.84% | $80.11M |
| Bank of new york mellon | 4.09M | 0.82% | $78.00M |
| Charles schwab investment management | 3.22M | 0.64% | $61.44M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| One william street capital management | 2.00M | 26.16% | $38.12M |
| Penn mutual asset management | 177.59K | 7.19% | $3.38M |
| Dupree financial group | 406.54K | 3.52% | $7.75M |
| Hst ventures | 274.12K | 2.36% | $5.22M |
| Algebris (uk) | 372.98K | 2.14% | $6.64M |
| Lifepro asset management | 132.16K | 1.81% | $2.52M |
| Key client fiduciary advisors | 182.81K | 1.47% | $3.35M |
| Mount lucas management lp | 254.00K | 1.39% | $4.84M |
| Pl capital advisors | 152.60K | 1.21% | $2.91M |
| Vima | 28.17K | 1.17% | $536.96M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.29M | 0.02% | 6.29M |
| Kbc group nv | 5.20M | 0.26% | 3.66M |
| One william street capital management | 2.00M | 26.16% | 2.00M |
| Jane street group | 1.44M | 0.01% | 1.35M |
| Balyasny asset management | 898.78K | 0.03% | 898.78K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs asset management americas | 630.65K | 0.00% | -2.39M |
| Invesco | 1.75M | 0.01% | -1.49M |
| Blackrock | 55.64M | 0.02% | -1.16M |
| Mirae asset global investments | 11.81K | 0.00% | -1.02M |
| Allspring global investments | 16.65M | 0.52% | -801.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.29M | 0.02% | 6.29M | $119.83M |
| One william street capital management | 2.00M | 26.16% | 2.00M | $38.12M |
| Mirae asset global etfs | 788.07K | 0.04% | 788.07K | $15.02M |
| Corebridge financial | 632.99K | 0.07% | 632.99K | $12.06M |
| Neo ivy capital management | 193.84K | 0.72% | 193.84K | $3.69M |
Sold Out
| Holder | Change |
|---|---|
| Assetmark | -1.00 |
| Mendota financial group | -1.00 |
| Clear point advisors | -39.00 |
| Sachetta | -39.00 |
| Valley national advisers | -50.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 625 | 3.65% | 287,539,928 | 16.73% | 55 | 2.30% | 322 | 5.23% | 170 | -2.86% |
| Jun 30, 2024 | 596 | 0.85% | 245,287,258 | -2.17% | 48 | 1.95% | 302 | 4.50% | 174 | -1.69% |
| Mar 31, 2024 | 591 | 1.03% | 250,726,172 | -2.73% | 50 | 1.88% | 289 | -2.03% | 177 | -6.35% |
| Dec 31, 2023 | 585 | 3.54% | 257,762,272 | 6.80% | 51 | 2.16% | 295 | 19.92% | 189 | 2.72% |
| Sep 30, 2023 | 565 | -3.25% | 241,346,683 | -2.22% | 48 | 1.96% | 246 | -12.77% | 184 | 8.24% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 18.26M | 3.26% | 60.40K |
| Vanguard Total Stock Mkt Idx Inv | 17.65M | 3.15% | 1.98M |
| Allspring Mid Value SMA | 14.43M | 2.57% | 14.43M |
| Allspring Special US Mid Cap Value Eq | 14.43M | 2.57% | - |
| Allspring Special Mid Cap Value Inst | 14.43M | 2.57% | - |
| Vanguard Small Cap Index | 14.27M | 2.55% | 1.63M |
| Vanguard Small Cap Value Index Inv | 9.48M | 1.69% | 931.72K |
| T. Rowe Price U.S. Value Equity Tr-Z | 9.46M | 1.69% | 3.75M |
| T. Rowe Price Value | 8.58M | 1.53% | 656.95K |
| T. Rowe Price US Value Equity Composite | 8.58M | 1.53% | 3.25M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 28, 2024 | Finkelstein David L | CEO and CIO | Sell | $962.50K |
| Aug 16, 2024 | Finkelstein David L | CEO and CIO | Sell | $1.00M |
| Aug 16, 2024 | Green Anthony C | Chief Corporate Officer, CLO | Sell | $1.00M |
| Feb 12, 2024 | Finkelstein David L | CEO and CIO | Sell | $951.50K |
| Nov 06, 2023 | Finkelstein David L | CEO and CIO | Sell | $852.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 1 |
NLY Ownership FAQ
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