# AGNC INVT CORP (AGNC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AGNC/

- Reporting holders: 24
- Reported value: $22.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Dupree Financial Group, LLC](https://holderbook.com/funds/1989251-dupree-financial-group-llc/) | $17.2M | 1,901,855 | 6.2% | 12 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $983.0K | 108,379 | 0.2% | 4 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $801.6K | 88,381 | 0.1% | 16 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $780.7K | 86,079 | 0.1% | 25 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $664.6K | 76,570 | 0.0% | 19 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $411.1K | 45,324 | 0.0% | 3 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $239.7K | 26,432 | 0.0% | 16 |
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $235.9K | 26,005 | 0.1% | 2 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $192.7K | 21,241 | 0.1% | 4 |
| [Paragon Capital Management Ltd](https://holderbook.com/funds/1569765-paragon-capital-management-ltd/) | $173.6K | 19,140 | 0.0% | 21 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $167.2K | 18,438 | 0.0% | 16 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $163.4K | 18,016 | 0.0% | 10 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $160.6K | 18,564 | 0.0% | 3 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $154.2K | 17,000 | 0.1% | 2 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $138.6K | 15,285 | 0.0% | 12 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $66.2K | 7,300 | 0.0% | 6 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $60.3K | 6,650 | 0.0% | 2 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $48.7K | 5,372 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $32.9K | 3,630 | 0.0% | 11 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $14.9K | 1,648 | 0.0% | 16 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $13.5K | 1,487 | 0.0% | 32 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $5.6K | 615 | 0.0% | 5 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $1.8K | 194 | 0.0% | 1 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.1K | 121 | 0.0% | 2 |
| [WoodTrust Financial Corp](https://holderbook.com/funds/1725247-woodtrust-financial-corp/) | $254 | 28,000 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 24 | $22.8M |
| Q2 2026 | 713 | $5.9B |
| Q1 2026 | 685 | $4.8B |
| Q4 2025 | 661 | $4.8B |
| Q3 2025 | 613 | $4.2B |
| Q2 2025 | 577 | $4.5B |
| Q1 2025 | 569 | $4.3B |
| Q4 2024 | 556 | $3.7B |
| Q3 2024 | 531 | $4.1B |
| Q2 2024 | 479 | $3.1B |
| Q1 2024 | 480 | $3.1B |
| Q4 2023 | 476 | $3.0B |