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. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.83% 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 | 66.62% | 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 |
|---|---|---|---|
| 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 |
| 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 |
| Legal & general group | 3.02M | 0.60% | $57.54M |
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 |
| Mount lucas management lp | 254.00K | 1.39% | $4.84M |
| Key client fiduciary advisors | 140.62K | 1.33% | $2.68M |
| 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 |
| 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 |
| Mirae asset global etfs | 788.07K | 0.04% | 788.07K |
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 |
| Clear point advisors | -39.00 |
| Luken investment analytics | -50.00 |
| Johnson financial group | -50.00 |
| Scarborough advisors | -56.00 |
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 |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 15.88M | 2.83% | -39.16K |
| iShares Core S&P Mid-Cap ETF | 15.77M | 2.81% | 8.54K |
| Allspring Special US Mid Cap Value Eq | 14.43M | 2.68% | 1.08M |
| Allspring Special Mid Cap Value Inst | 14.43M | 2.57% | - |
| Vanguard Small Cap Index | 12.57M | 2.24% | 24.60K |
| Vanguard Small Cap Value Index Inv | 8.49M | 1.51% | -2.93K |
| Vanguard Institutional Extnd Mkt Idx Tr | 7.27M | 1.30% | -75.53K |
| T. Rowe Price Mid-Cap Value | 5.76M | 1.07% | 5.76M |
| T. Rowe Price US Mid-Cap Value Equity | 5.76M | 1.07% | 5.76M |
| T. Rowe Price U.S. Value Equity Tr-Z | 5.71M | 1.06% | 5.71M |
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
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