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Who Owns AGNC Investment Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in AGNC Investment Corp.

Who crossed 5% of AGNC →
Managers holding
22
as of 2026-09-30
Reported value
$22M
summed across filings
Shares held
2.4M
Added vs trimmed
11 / 6
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Dupree Financial Group, LLCCOM1.9M shadded$17.2M
Cooper Financial GroupCOM88.4K shtrimmed$801.6K
Balefire, LLCCOM86.1K shtrimmed$780.7K
Wedmont Private CapitalCOM76.6K shadded$664.6K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM45.3K shadded$411.1K
WoodTrust Financial CorpCOMMON28K shadded$254K
ARMSTRONG ADVISORY GROUP, INCCOM26.4K shtrimmed$239.7K
Attessa Capital LLCCOM26K shheld$235.9K
DAVIDSON TRUST COEquities21.2K shheld$192.7K
Paragon Capital Management LtdCOM19.1K shadded$173.6K
Farther Finance Advisors, LLCREIT18.4K shtrimmed$167.2K
Weaver Consulting GroupCOM18K shadded$163.4K
Shulman DeMeo Asset Management LLCCOM18.6K shtrimmed$160.6K
Post Resch Tallon Group Inc.COM17K shadded$154.2K
GAMMA Investing LLCREIT15.3K shadded$138.6K
FIRST COMMUNITY TRUST NACOM7.3K shheld$66.2K
Wealth Enhancement Trust Services, Inc.COM6.7K sh—$60.3K
ELEVATION WEALTH PARTNERS, LLCCOM5.4K shadded$48.7K
CoreCap Advisors, LLCREIT3.6K shadded$32.9K
MassMutual Private Wealth & Trust, FSBClosed-end REIT1.6K shadded$14.9K
Retirement Wealth Solutions LLCCOM615 shtrimmed$5.6K
GK Wealth Management LLCCOM194 sh—$1.8K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on AGNC

Company overviewEverything on AGNC in one place, with the price.SEC filingsWhat AGNC's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat AGNC's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold AGNC, and how big a bet.LobbyingWhat AGNC spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on AGNC's account, and who they worked for.

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