Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in DX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16.1M | $205.2M | +28.0% | 10.613% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 8.5M | $108.6M | β | 5.619% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 4.7M | $60.5M | +35.9% | 3.129% | 0.00% |
| 4 | STATE STREET CORP | 4.5M | $58.6M | +49.5% | 2.993% | 0.00% |
| 5 | Qube Research & Technologies Ltd | 3.7M | $47.3M | +201.1% | 2.447% | 0.06% |
| 6 | MILLENNIUM MANAGEMENT LLC | 2.8M | $36.3M | +38.9% | 1.880% | 0.02% |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 2.6M | $33.2M | +56.8% | 1.716% | 0.02% |
| 8 | BALYASNY ASSET MANAGEMENT LLC | 2.4M | $31.1M | +14.2% | 1.610% | 0.11% |
| 9 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.1M | $26.3M | +27.5% | 1.360% | 0.04% |
| 10 | TWO SIGMA INVESTMENTS, LP | 1.9M | $24.9M | -43.0% | 1.287% | 0.02% |
| 11 | AMERIPRISE FINANCIAL INC | 1.9M | $24.8M | +10.0% | 1.284% | 0.01% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.8M | $22.8M | +266.5% | 1.178% | 0.00% |
| 13 | NORTHERN TRUST CORP | 1.8M | $22.8M | +34.1% | 1.177% | 0.00% |
| 14 | Callodine Capital Management, LP | 1.7M | $21.3M | β | 1.103% | 1.49% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.6M | $21.0M | +34.1% | 1.087% | 0.00% |
| 16 | SEGALL BRYANT & HAMILL, LLC | 1.5M | $20.8M | β | 1.016% | 0.34% |
| 17 | ROYAL BANK OF CANADA | 1.5M | $19.5M | +2358.9% | 1.010% | 0.00% |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.4M | $17.9M | β | 0.924% | 0.00% |
| 19 | MORGAN STANLEY | 1.3M | $16.8M | +22.5% | 0.869% | 0.00% |
| 20 | Invesco Ltd. | 1.3M | $16.5M | -1.6% | 0.853% | 0.00% |
| 21 | VANGUARD FIDUCIARY TRUST CO | 1.3M | $16.3M | β | 0.845% | 0.00% |
| 22 | FMR LLC | 1.2M | $15.4M | +2.6% | 0.796% | 0.00% |
| 23 | UBS Group AG | 1.1M | $13.8M | +217.4% | 0.713% | 0.00% |
| 24 | WELLINGTON MANAGEMENT GROUP LLP | 915K | $11.7M | β | 0.604% | 0.00% |
| 25 | Point72 Asset Management, L.P. | 887K | $11.3M | +29.9% | 0.585% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in DX β a direct measure of their conviction.
Filings activity in DX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 262 | +1.6% | 56.74% | +7.54 pp | $1.11B | +15% |
| Q4 2025 | 258 | +27% | 49.20% | +11.35 pp | $964M | +30% |
| Q3 2025 | 203 | +4.6% | 37.85% | +6.78 pp | $742M | +22% |
| Q2 2025 | 194 | 2.5% | 31.07% | +1.04 pp | $609M | +3.5% |
| Q1 2025 | 199 | +11% | 30.03% | +6.17 pp | $588M | +26% |
| Q4 2024 | 179 | +11% | 23.86% | +0.50 pp | $467M | +2.1% |
| Q3 2024 | 161 | +10% | 23.36% | +1.91 pp | $458M | +8.9% |
| Q2 2024 | 146 | β | 21.45% | β | $420M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying DX stock.
Based on Q1 2026 13F filings, institutional ownership of Dynex Capital, Inc. stands at 56.7%, held across 262 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of DX, with approximately 16,082,079 shares worth $0.21B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of DX, including MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Point72 Asset Management, L.P..
Our composite Smart Money Score for DX is 72 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
61 institutions opened new positions in DX during Q1 2026, while 57 fully exited. 97 added to existing positions and 102 trimmed.
DX institutional ownership rose by 7.54 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 56.9% of all reported 13F value in DX, and the top 25 account for 81.4%.
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