| 7.1M |
| $93.2M |
| +149.6% |
| 4.693% |
| 0.03% |
| 4 | MARSHALL WACE, LLP | 6.4M | $84.1M | +2918.8% | 4.233% | 0.07% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 5.6M | $73.0M | +17.4% | 3.673% | 0.00% |
| 6 | STATE STREET CORP | 5.1M | $67.9M | +12.8% | 3.375% | 0.00% |
| 7 | AMERIPRISE FINANCIAL INC | 3.3M | $43.9M | +72.1% | 2.209% | 0.01% |
| 8 | TWO SIGMA INVESTMENTS, LP | 3.0M | $38.9M | +52.1% | 1.957% | 0.03% |
| 9 | NORTHERN TRUST CORP | 2.3M | $30.4M | +30.1% | 1.532% | 0.00% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 2.2M | $29.1M | +142.9% | 1.466% | 0.01% |
| 11 | ROYAL BANK OF CANADA | 2.2M | $28.2M | +40.7% | 1.421% | 0.00% |
| 12 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.1M | $28.0M | +3.5% | 1.407% | 0.03% |
| 13 | VICTORY CAPITAL MANAGEMENT INC | 2.1M | $27.9M | -18.3% | 1.403% | 0.02% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.8M | $23.7M | +29.3% | 1.195% | 0.00% |
| 15 | Qube Research & Technologies Ltd | 1.8M | $23.6M | -51.4% | 1.188% | 0.02% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.8M | $23.5M | +8.9% | 1.185% | 0.00% |
| 17 | Callodine Capital Management, LP | 1.6M | $21.5M | -1.7% | 1.084% | 1.41% |
| 18 | SEGALL BRYANT & HAMILL, LLC | 1.6M | $21.5M | +6.7% | 1.081% | 0.25% |
| 19 | Invesco Ltd. | 1.5M | $19.7M | +16.2% | 0.991% | 0.00% |
| 20 | VAN ECK ASSOCIATES CORP | 1.5M | $19.5M | -2.1% | 0.980% | 0.01% |
| 21 | FMR LLC | 1.4M | $18.8M | +19.1% | 0.948% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 1.4M | $18.7M | +11.4% | 0.941% | 0.00% |
| 23 | UBS Group AG | 1.4M | $18.3M | +29.3% | 0.923% | 0.00% |
| 24 | MORGAN STANLEY | 1.3M | $16.8M | -2.7% | 0.845% | 0.00% |
| 25 | BALYASNY ASSET MANAGEMENT L.P. | 1.2M | $16.0M | -50.0% | 0.805% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in DX — a direct measure of their conviction.
| 31.39% |
| +5.74 pp |
| $588M |
| +26% |
| Q4 2024 | 179 | +11% | 25.65% | +0.46 pp | $467M | +2.1% |
| Q3 2024 | 161 | — | 25.19% | — | $458M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
51 institutions opened new positions in DX during Q2 2026, while 32 fully exited. 183 added to existing positions and 48 trimmed.
DX institutional ownership rose by 6.08 percentage points quarter-over-quarter, with a net change of +21 holders.
The top 10 institutions account for 56.3% of all reported 13F value in DX, and the top 25 account for 78.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Dynex Capital, Inc. (DX) Institutional Ownership