Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in NLY held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 87.2M | $1.95B | +6.7% | 11.620% | 0.03% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 32.9M | $735.7M | +2.8% | 4.383% | 0.02% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 31.3M | $698.8M | +1.6% | 4.164% | 0.03% |
| 4 | STATE STREET CORP | 29.4M | $679.5M | +4.5% | 3.920% | 0.01% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 20.8M | $465.1M | +4.4% | 2.774% | 0.02% |
| 6 | FMR LLC | 14.3M | $319.5M | +0.3% | 1.904% | 0.01% |
| 7 | Allspring Global Investments Holdings, LLC | 11.5M | $256.1M | -14.5% | 1.537% | 0.39% |
| 8 | NORGES BANK | 9.0M | $201.1M | — | 1.198% | 0.02% |
| 9 | NORTHERN TRUST CORP | 7.8M | $173.5M | +4.3% | 1.034% | 0.02% |
| 10 | Invesco Ltd. | 7.7M | $172.7M | +14.3% | 1.029% | 0.01% |
| 11 | CITADEL ADVISORS LLC | 7.3M | $164.3M | +65.9% | 0.979% | 0.01% |
| 12 | MORGAN STANLEY | 6.6M | $148.4M | +2.5% | 0.884% | 0.01% |
| 13 | JPMORGAN CHASE & CO | 6.0M | $138.0M | +9.8% | 0.794% | 0.01% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.4M | $121.4M | +3.6% | 0.723% | 0.02% |
| 15 | AMERIPRISE FINANCIAL INC | 5.0M | $112.5M | +41.2% | 0.670% | 0.02% |
| 16 | Bank of New York Mellon Corp | 4.8M | $107.4M | -3.2% | 0.640% | 0.02% |
| 17 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 4.8M | $106.3M | -9.6% | 0.634% | 0.02% |
| 18 | VANGUARD FIDUCIARY TRUST CO | 4.6M | $103.4M | +4.0% | 0.616% | 0.02% |
| 19 | D. E. Shaw & Co., Inc. | 4.3M | $96.6M | -30.9% | 0.576% | 0.05% |
| 20 | VAN ECK ASSOCIATES CORP | 3.1M | $69.3M | +7.2% | 0.413% | 0.04% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.1M | $69.2M | -35.4% | 0.412% | 0.01% |
| 22 | Advisors Capital Management, LLC | 3.0M | $66.8M | +2.4% | 0.398% | 0.71% |
| 23 | Amundi | 2.8M | $63.1M | -16.1% | 0.376% | 0.02% |
| 24 | PFA Pension, Forsikringsaktieselskab | 2.7M | $61.5M | -0.6% | 0.366% | 0.16% |
| 25 | BANK OF AMERICA CORP /DE/ | 2.7M | $61.0M | +6.2% | 0.364% | 0.00% |
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 NLY — a direct measure of their conviction.
Filings activity in NLY during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new NLY position in Q2 2026
Institutions that fully closed their NLY position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 796 | +2.4% | 59.11% | +2.29 pp | $9.48B | +14% |
| Q1 2026 | 777 | +3.6% | 56.82% | 0.47 pp | $8.31B | 1.2% |
| Q4 2025 | 750 | +12% | 57.29% | +1.46 pp | $8.41B | +18% |
| Q3 2025 | 671 | +5.7% | 55.83% | 0.62 pp | $7.13B | +17% |
| Q2 2025 | 635 | +0.2% | 56.45% | +1.93 pp | $6.09B | +2.8% |
| Q1 2025 | 634 | +4.6% | 54.52% | 1.91 pp | $5.92B | +14% |
| Q4 2024 | 606 | +2.0% | 56.43% | +6.36 pp | $5.20B | +3.6% |
| Q3 2024 | 594 | — | 50.07% | — | $5.01B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NLY stock.
Based on Q2 2026 13F filings, institutional ownership of Annaly Capital Management, Inc. stands at 59.1%, held across 796 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of NLY, with approximately 87,219,586 shares worth $1.95B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of NLY, including CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for NLY is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
76 institutions opened new positions in NLY during Q2 2026, while 64 fully exited. 556 added to existing positions and 138 trimmed.
NLY institutional ownership rose by 2.29 percentage points quarter-over-quarter, with a net change of +19 holders.
The top 10 institutions account for 59.6% of all reported 13F value in NLY, and the top 25 account for 75.3%.
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.
Annaly Capital Management, Inc. (NLY) Institutional Ownership