HolderBook

AGNC INVT CORP (AGNC)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

24
Reporting holders
$22.8M
Reported value
0.0%
Calls
0.0%
Puts
-689
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Dupree Financial Group, LLC$17.2M1,901,8556.22%12q+33.7%+$4.3M
GoalVest Advisory LLC$983.0K108,3790.17%4q+11.8%+$103.7K
Cooper Financial Group$801.6K88,3810.06%16q-33.2%-$399.2K
Balefire, LLC$780.7K86,0790.12%25q-60.9%-$1.2M
Wedmont Private Capital$664.6K76,5700.02%19q+3.7%+$24.0K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$411.1K45,3240.00%3q+10.4%+$38.9K
ARMSTRONG ADVISORY GROUP, INC$239.7K26,4320.01%16q-7.2%-$18.7K
Attessa Capital LLC$235.9K26,0050.10%2qHELD
DAVIDSON TRUST CO$192.7K21,2410.08%4qHELD
Paragon Capital Management Ltd$173.6K19,1400.03%21q+3.3%+$5.5K
Farther Finance Advisors, LLC$167.2K18,4380.00%16q-50.1%-$167.9K
Weaver Consulting Group$163.4K18,0160.03%10q+0.9%+$1.5K
Shulman DeMeo Asset Management LLC$160.6K18,5640.03%3q-4.3%-$7.2K
Post Resch Tallon Group Inc.$154.2K17,0000.11%2q+1.9%+$2.8K
GAMMA Investing LLC$138.6K15,2850.00%12q+32.3%+$33.8K
FIRST COMMUNITY TRUST NA$66.2K7,3000.02%6qHELD
Wealth Enhancement Trust Services, Inc.$60.3K6,6500.01%2q+977.8%+$54.7K
ELEVATION WEALTH PARTNERS, LLC$48.7K5,3720.01%2q+533.5%+$41.0K
CoreCap Advisors, LLC$32.9K3,6300.00%11q+59.3%+$12.3K
MassMutual Private Wealth & Trust, FSB$14.9K1,6480.00%16q+18.1%+$2.3K
Versant Capital Management, Inc$13.5K1,4870.00%32q-73.3%-$37.0K
Retirement Wealth Solutions LLC$5.6K6150.00%5q-7.8%
GK Wealth Management LLC$1.8K1940.00%newNEW
Planning Strategies Inc.$1.1K1210.00%2q-0.8%
WoodTrust Financial Corp$25428,0000.03%3q+55.6%
CX Institutional$647,0870.00%3q+407.3%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-112026-09-11Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-04-28Federico Peter JDirector, President, CEO, CIOSold64,412$713.6K
2026-04-27Federico Peter JDirector, President, CEO, CIOSold64,411$710.4K
2026-04-24Federico Peter JDirector, President, CEO, CIOSold64,411$702.6K
2026-05-06BLANK DONNADirectorSold22,000$237.1K
2026-08-19Bell BerniceEVP, CFOSold15,000$166.0K ×2
2026-05-12Bell BerniceEVP, CFOSold10,000$107.9K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202624$22.8M2,513,72611280.0%
Q2 2026713$5.9B508,230,398983001726.7%
Q1 2026685$4.8B430,511,1431062761609.2%
Q4 2025661$4.8B419,668,666782651527.0%
Q3 2025613$4.2B386,011,062962771179.4%
Q2 2025577$4.5B432,730,6998226914110.8%
Q1 2025569$4.3B400,534,1799225011211.3%
Q4 2024556$3.7B350,563,5777322113412.5%
Q3 2024531$4.1B341,644,340952219711.4%
Q2 2024479$3.1B285,257,7826618611711.3%
Q1 2024480$3.1B287,872,890681971068.1%
Q4 2023476$3.0B270,197,2887616212811.4%
Q3 2023435$2.6B250,954,916511949510.0%
Q2 2023437$2.7B241,939,713501451448.3%
Q1 2023438$3.0B258,764,2447517511011.6%
Q4 2022428$3.0B261,878,340821721008.3%
Q3 2022417$2.5B242,408,7115614910617.4%
Q2 2022421$3.0B229,691,5185312714512.6%
Q1 2022470$3.5B248,987,046591591547.2%
Q4 2021488$4.1B250,336,668501661548.8%
Q3 2021480$4.4B261,687,577541661616.1%
Q2 2021473$5.0B270,682,632581781468.9%
Q1 2021469$4.7B268,658,556551701423.9%
Q4 2020471$4.8B291,497,342631441564.8%
Q3 2020446$4.6B310,685,055601421576.2%
Q2 2020438$4.6B342,922,594701571513.6%
Q1 2020440$4.2B387,947,456891451352.2%
Q4 2019403$6.7B372,275,246501271241.4%
Q3 2019388$6.1B371,051,400481541092.5%
Q2 2019387$6.4B374,643,222511501201.8%
Q1 2019388$6.8B373,680,181501521120.7%
Q4 2018390$6.8B379,498,40881181.7%