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NLY — ANNALY CAPITAL MANAGEMENT IN

Reported value held$5.92B
Funds holding (latest)46
SectorReal Estate
Funds holding (Q2 2026)35
Institutional value$4.46B · 206.52M sh
New / Add / Cut / Exit3 / 19 / 11 / 2
Top-5 / Top-10 concentration69.7% / 85.1%
Institutional holdings change Accumulating +3.3% (+6.50M sh)
Institutional value change Up +16.2%

As of Q2 2026, 35 SEC-registered investment managers reported holding NLY (ANNALY CAPITAL MANAGEMENT IN) in their latest 13F filings, with a combined reported value of $4.46B across 206.52M shares. That is +3.3% by share count (+6.50M shares) versus the previous quarter, while reported value moved +16.2%. Ownership is concentrated: the five largest holders account for 69.7% of reported value and the top ten for 85.1%.

Compared with the prior quarter, 3 opened new positions, 19 added to existing stakes, 11 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

NLY is classified in the Real Estate sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 35 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 87.22M $1.95B 0.03% Add
Geode Capital Management history 20.82M $465.12M 0.03% Add
Fidelity Management & Research (FMR) history 14.29M $319.48M 0.01% Hold
Norges Bank Investment Management history 8.99M $201.11M 0.02% Add
Northern Trust Corp history 7.76M $173.48M 0.02% Add
Invesco Ltd history 7.72M $172.71M 0.01% Add
Morgan Stanley history 6.64M $148.40M 0.01% Add
JPMorgan Chase & Co history 5.96M $138.00M 0.02% New
Charles Schwab Investment Management history 5.43M $121.37M 0.02% Add
BNY Mellon history 4.80M $107.37M 0.02% Reduce
D. E. Shaw & Co history 4.32M $96.60M 0.05% Reduce
Amundi US history 2.82M $63.09M 0.02% Reduce
Bank of America Corp history 2.73M $61.01M 0.00% Add
Legal & General Investment Management America history 2.53M $56.52M 0.01% Add
Franklin Resources history 2.49M $55.61M 0.01% Reduce
Goldman Sachs Group history 2.37M $53.04M 0.02% Add
UBS Group AG history 2.02M $45.14M 0.02% Reduce
Principal Global Investors history 1.68M $37.56M 0.02% Add
Wells Fargo & Co history 1.61M $36.00M 0.01% Add
Deutsche Bank AG history 1.39M $31.19M 0.01% Reduce
Millennium Management history 1.20M $26.74M 0.01% Reduce
Wellington Management Group history 999.49K $22.35M 0.00% Add
Balyasny Asset Management history 899.58K $20.11M 0.03% New
Citigroup Inc history 856.90K $19.16M 0.01% Add
AQR Capital Management history 596.90K $13.35M 0.01% Reduce
Manulife Financial history 397.94K $8.90M 0.01% Add
Two Sigma Investments history 269.40K $6.02M 0.01% Reduce
Citadel Advisors history 199.90K $4.47M 0.01% Reduce
Arrowstreet Capital history 152.43K $3.41M 0.00% New
Saudi Arabian Monetary Authority history 50.29K $1.12M 0.01% Add
PNC Financial Services history 45.43K $1.02M 0.00% Add
Prudential Financial history 41.43K $926.31K 0.00% Hold
National Pension Service of Korea history 38.84K $868.35K 0.00% Add
T. Rowe Price Associates history 7.18M $160.46K 0.02% Reduce
Fidelity International (FIL) history 4.82K $107.71K 0.00% Add

Q1 2026 — 33 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 81.73M $1.73B 0.03% Add
Geode Capital Management history 19.95M $421.52M 0.03% Add
Fidelity Management & Research (FMR) history 14.25M $301.32M 0.02% Add
Northern Trust Corp history 7.44M $157.34M 0.02% Add
Invesco Ltd history 6.75M $142.86M 0.02% Add
Morgan Stanley history 6.48M $136.96M 0.01% Reduce
D. E. Shaw & Co history 6.25M $132.19M 0.09% Reduce
Charles Schwab Investment Management history 5.24M $110.78M 0.02% Add
BNY Mellon history 4.96M $104.96M 0.02% Add
Citadel Advisors history 4.43M $93.68M 0.01% Add
Amundi US history 3.36M $71.09M 0.02% Add
Franklin Resources history 2.70M $57.10M 0.01% Add
Bank of America Corp history 2.57M $54.36M 0.00% Add
UBS Group AG history 2.21M $46.79M 0.01% Add
Legal & General Investment Management America history 2.13M $45.08M 0.01% Add
Deutsche Bank AG history 1.72M $36.44M 0.01% Add
Principal Global Investors history 1.62M $34.24M 0.02% Add
Millennium Management history 1.58M $33.40M 0.01% Add
Wells Fargo & Co history 1.55M $32.83M 0.01% Reduce
Goldman Sachs Group history 1.03M $21.76M 0.00% Reduce
AQR Capital Management history 917.08K $19.40M 0.01% Reduce
Wellington Management Group history 820.86K $17.36M 0.00% Add
Citigroup Inc history 572.18K $12.10M 0.01% Reduce
Renaissance Technologies history 448.22K $9.48M 0.01% Add
Manulife Financial history 392.13K $8.29M 0.01% Reduce
Two Sigma Investments history 272.70K $5.77M 0.01% Reduce
Prudential Financial history 41.58K $879.35K 0.00% Reduce
PNC Financial Services history 39.88K $843.57K 0.00% Add
National Pension Service of Korea history 37.61K $795.54K 0.00% New
Janus Henderson Group history 31.81K $673.00K 0.00% Hold
Saudi Arabian Monetary Authority history 25.21K $533.21K 0.01% New
T. Rowe Price Associates history 18.46M $390.41K 0.04% Reduce
Fidelity International (FIL) history 4.67K $98.83K 0.00% New

Q4 2025 — 36 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 78.11M $1.75B 0.03% Add
Vanguard Group history 63.61M $1.42B 0.02% Add
Geode Capital Management history 18.40M $411.03M 0.03% Add
Fidelity Management & Research (FMR) history 14.14M $316.23M 0.02% Add
Norges Bank Investment Management history 7.27M $162.48M 0.02% Add
Morgan Stanley history 6.98M $156.01M 0.01% Add
Northern Trust Corp history 6.90M $154.30M 0.02% Add
D. E. Shaw & Co history 6.81M $152.17M 0.09% Add
Charles Schwab Investment Management history 4.76M $106.36M 0.02% Add
BNY Mellon history 4.71M $105.41M 0.02% Add
JPMorgan Chase & Co history 4.10M $91.71M 0.01% Add
Invesco Ltd history 2.86M $64.00M 0.01% Add
Amundi US history 2.49M $55.58M 0.02% Add
Bank of America Corp history 2.47M $55.15M 0.00% Add
UBS Group AG history 2.02M $45.27M 0.01% Reduce
Legal & General Investment Management America history 1.98M $44.38M 0.01% Add
Deutsche Bank AG history 1.68M $37.54M 0.01% Add
Wells Fargo & Co history 1.59M $35.44M 0.01% Hold
Millennium Management history 1.55M $34.63M 0.01% Reduce
Principal Global Investors history 1.48M $33.18M 0.02% Add
Citadel Advisors history 1.33M $29.72M 0.01% Add
AQR Capital Management history 1.11M $24.71M 0.01% Add
Goldman Sachs Group history 1.04M $23.28M 0.00% Add
Balyasny Asset Management history 930.29K $20.80M 0.03% Reduce
Citigroup Inc history 824.02K $18.43M 0.01% Reduce
Wellington Management Group history 657.92K $14.71M 0.00% Reduce
Two Sigma Investments history 610.17K $13.64M 0.02% New
Manulife Financial history 490.78K $10.97M 0.01% Add
Franklin Resources history 466.41K $10.43M 0.00% Add
Marshall Wace history 317.64K $7.10M 0.01% Reduce
Renaissance Technologies history 260.51K $5.83M 0.01% Reduce
Prudential Financial history 43.13K $964.43K 0.00% Reduce
PNC Financial Services history 38.28K $855.94K 0.00% Reduce
Janus Henderson Group history 31.81K $711.18K 0.00% Add
T. Rowe Price Associates history 27.37M $612.09K 0.07% Reduce
Point72 Asset Management history 11.00K $245.96K 0.00% New

Q3 2025 — 34 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 74.37M $1.50B 0.03% Add
Vanguard Group history 60.59M $1.22B 0.02% Add
Geode Capital Management history 16.90M $341.15M 0.02% Add
Fidelity Management & Research (FMR) history 14.01M $283.08M 0.01% Add
Northern Trust Corp history 6.60M $133.47M 0.02% Add
Morgan Stanley history 5.23M $105.61M 0.01% Reduce
D. E. Shaw & Co history 4.46M $90.15M 0.06% Reduce
BNY Mellon history 4.45M $89.91M 0.02% Add
Charles Schwab Investment Management history 4.39M $88.80M 0.01% Add
UBS Group AG history 3.66M $74.02M 0.01% Add
Invesco Ltd history 2.70M $54.49M 0.01% Reduce
Renaissance Technologies history 2.65M $53.52M 0.07% Add
Bank of America Corp history 2.29M $46.35M 0.00% Reduce
Millennium Management history 2.18M $44.11M 0.02% Add
Amundi US history 2.12M $43.38M 0.01% Add
Marshall Wace history 1.99M $40.23M 0.04% New
Legal & General Investment Management America history 1.91M $38.62M 0.01% Reduce
Wells Fargo & Co history 1.58M $31.99M 0.01% Add
Deutsche Bank AG history 1.49M $30.05M 0.01% Add
Principal Global Investors history 1.43M $28.82M 0.01% Add
Citadel Advisors history 1.29M $25.98M 0.00% Reduce
Wellington Management Group history 996.21K $20.13M 0.00% Reduce
Goldman Sachs Group history 991.10K $20.03M 0.00% Reduce
Balyasny Asset Management history 974.05K $19.69M 0.03% Reduce
Citigroup Inc history 865.05K $17.48M 0.01% Add
Manulife Financial history 478.96K $9.68M 0.01% Add
AQR Capital Management history 223.24K $4.51M 0.00% Add
Franklin Resources history 157.20K $2.55M 0.00% Add
Bridgewater Associates history 68.88K $1.39M 0.01% New
Prudential Financial history 66.70K $1.35M 0.00% Reduce
JPMorgan Chase & Co history 46.30K $935.72K 0.00% Hold
PNC Financial Services history 42.01K $848.96K 0.00% Add
T. Rowe Price Associates history 30.74M $621.35K 0.07% Add
Janus Henderson Group history 20.21K $408.61K 0.00% Reduce

Q2 2025 — 42 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 71.09M $1.34B 0.03% Add
BlackRock Inc history 71.09M $1.34B 0.03% Add
Vanguard Group history 58.70M $1.10B 0.02% Add
Geode Capital Management history 14.93M $280.53M 0.02% Add
D. E. Shaw & Co history 7.01M $131.97M 0.10% Add
Norges Bank Investment Management history 6.94M $130.63M 0.02% Hold
Norges Bank Investment Management history 6.94M $130.63M 0.02% Hold
Northern Trust Corp history 6.53M $122.97M 0.02% Reduce
Fidelity Management & Research (FMR) history 5.55M $104.53M 0.01% Add
Fidelity Management & Research (FMR) history 5.55M $104.53M 0.01% Add
Morgan Stanley history 5.37M $100.98M 0.01% Add
Morgan Stanley history 5.37M $100.98M 0.01% Add
BNY Mellon history 4.23M $79.57M 0.01% Add
Charles Schwab Investment Management history 4.08M $76.86M 0.01% Add
Citadel Advisors history 3.70M $69.60M 0.01% Add
Citadel Advisors history 3.70M $69.60M 0.01% Add
UBS Group AG history 3.02M $56.78M 0.01% Add
Invesco Ltd history 2.78M $52.41M 0.01% Add
Legal & General Investment Management America history 2.70M $50.87M 0.01% Add
Balyasny Asset Management history 2.70M $50.82M 0.08% Reduce
Bank of America Corp history 2.44M $45.93M 0.00% Add
Amundi US history 2.06M $39.71M 0.01% Add
Wellington Management Group history 1.57M $29.49M 0.01% Add
Wells Fargo & Co history 1.43M $26.95M 0.01% Add
Principal Global Investors history 1.38M $25.99M 0.01% Add
Deutsche Bank AG history 1.32M $24.91M 0.01% Add
Deutsche Bank AG history 1.32M $24.91M 0.01% Add
Goldman Sachs Group history 1.31M $24.59M 0.00% Reduce
Goldman Sachs Group history 1.31M $24.59M 0.00% Reduce
Millennium Management history 844.75K $15.90M 0.01% Add
Renaissance Technologies history 825.16K $15.53M 0.02% Reduce
Renaissance Technologies history 825.16K $15.53M 0.02% Reduce
Citigroup Inc history 584.41K $11.00M 0.01% Add
Manulife Financial history 460.39K $8.66M 0.01% Reduce
AQR Capital Management history 126.58K $2.38M 0.00% Add
Franklin Resources history 97.06K $1.83M 0.00% Reduce
Prudential Financial history 88.28K $1.72M 0.00% Add
JPMorgan Chase & Co history 46.30K $871.37K 0.00% Reduce
JPMorgan Chase & Co history 46.30K $871.37K 0.00% Reduce
T. Rowe Price Associates history 30.41M $572.31K 0.07% Reduce
PNC Financial Services history 28.73K $540.77K 0.00% Reduce
Janus Henderson Group history 27.15K $511.06K 0.00% Reduce

Q1 2025 — 42 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 65.73M $1.34B 0.03% Add
BlackRock Inc history 65.73M $1.34B 0.03% Add
Vanguard Group history 56.36M $1.14B 0.02% Add
Geode Capital Management history 13.98M $283.83M 0.02% Add
Northern Trust Corp history 7.35M $149.20M 0.02% Reduce
D. E. Shaw & Co history 5.20M $105.61M 0.10% Reduce
Fidelity Management & Research (FMR) history 4.81M $97.67M 0.01% Add
Fidelity Management & Research (FMR) history 4.81M $97.67M 0.01% Add
Morgan Stanley history 4.25M $86.41M 0.01% Add
Morgan Stanley history 4.25M $86.41M 0.01% Add
BNY Mellon history 4.11M $83.38M 0.02% Add
Charles Schwab Investment Management history 3.81M $77.36M 0.01% Add
Balyasny Asset Management history 3.10M $63.06M 0.11% Reduce
Goldman Sachs Group history 2.92M $59.32M 0.01% Add
Goldman Sachs Group history 2.92M $59.32M 0.01% Add
JPMorgan Chase & Co history 2.52M $51.25M 0.01% Add
JPMorgan Chase & Co history 2.52M $51.25M 0.01% Add
Legal & General Investment Management America history 2.52M $51.22M 0.01% Add
Invesco Ltd history 2.45M $49.66M 0.01% Add
Renaissance Technologies history 2.40M $48.77M 0.07% Add
Renaissance Technologies history 2.40M $48.77M 0.07% Add
UBS Group AG history 2.30M $46.72M 0.01% Reduce
Bank of America Corp history 1.85M $37.50M 0.00% Add
Citadel Advisors history 1.68M $34.09M 0.01% Add
Citadel Advisors history 1.68M $34.09M 0.01% Add
Principal Global Investors history 1.33M $27.01M 0.01% Add
Deutsche Bank AG history 1.18M $23.88M 0.01% Add
Deutsche Bank AG history 1.18M $23.88M 0.01% Add
Wells Fargo & Co history 1.11M $22.46M 0.01% Add
Amundi US history 829.20K $16.28M 0.01% Add
Wellington Management Group history 796.43K $16.18M 0.00% Reduce
Millennium Management history 541.73K $11.00M 0.01% Reduce
Citigroup Inc history 533.16K $10.83M 0.01% Add
Manulife Financial history 464.70K $9.44M 0.01% Add
Franklin Resources history 101.07K $2.05M 0.00% Reduce
Prudential Financial history 68.67K $1.39M 0.00% Add
AQR Capital Management history 56.80K $1.15M 0.00% Add
PNC Financial Services history 33.66K $683.65K 0.00% Reduce
T. Rowe Price Associates history 31.95M $648.83K 0.08% Reduce
Janus Henderson Group history 28.74K $593.67K 0.00% Hold
Marshall Wace history 19.93K $404.80K 0.00% New
Saudi Arabian Monetary Authority history 221 $4.49K 0.02% New

View all 46 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q1 2022Q4 2021Q3 2021
BlackRock Inc 87.22M 81.73M 78.11M 74.37M 71.09M 65.73M 62.78M 56.39M — — — — — — — — — — —
Geode Capital Management 20.82M 19.95M 18.40M 16.90M 14.93M 13.98M 9.45M 8.64M 8.40M 8.19M 9.19M 8.77M 8.46M 7.83M 7.33M 6.63M — — —
Fidelity Management & Research (FMR) 14.29M 14.25M 14.14M 14.01M 5.55M 4.81M 124.41K 88.43K 88.25K 74.88K 56.14K 128.66K 139.77K 120.27K 1.45M 155.79K — — —
Norges Bank Investment Management 8.99M — 7.27M — 6.94M — 6.96M — 6.29M — 5.69M — — — 3.95M — — — —
Northern Trust Corp 7.76M 7.44M 6.90M 6.60M 6.53M 7.35M 7.59M 3.98M 4.20M 3.83M 4.30M 4.48M 4.55M 4.95M 4.93M 4.56M — — —
Invesco Ltd 7.72M 6.75M 2.86M 2.70M 2.78M 2.45M 2.36M 1.78M 1.75M 3.24M 1.96M 2.14M 1.87M 2.11M 2.52M 1.40M — — —
Morgan Stanley 6.64M 6.48M 6.98M 5.23M 5.37M 4.25M 4.00M 3.51M 2.96M 2.71M 2.80M 3.38M 2.61M 2.75M 3.10M 2.79M — — —
JPMorgan Chase & Co 5.96M — 4.10M 46.30K 46.30K 2.52M 2.32M 3.06M 2.52M 2.61M 2.71M 2.42M 2.56M 2.09M 2.63M 2.03M 150.00K 33.80K 33.90K
Charles Schwab Investment Management 5.43M 5.24M 4.76M 4.39M 4.08M 3.81M 3.61M 3.22M 3.22M 3.20M 3.14M 3.02M 2.96M 2.80M 2.78M 2.46M — — —
BNY Mellon 4.80M 4.96M 4.71M 4.45M 4.23M 4.11M 4.04M 3.72M 4.09M 4.05M 4.24M 4.29M 4.46M 4.35M 4.45M 4.05M — — —
D. E. Shaw & Co 4.32M 6.25M 6.81M 4.46M 7.01M 5.20M 5.28M 1.86M 284.57K 613.08K 617.05K 253.14K 281.75K 501.36K 270.20K 418.49K — — —
Amundi US 2.82M 3.36M 2.49M 2.12M 2.06M 829.20K 775.36K 714.06K 761.36K 817.96K 1.16M 1.17M 877.37K 923.45K 544.31K 628.92K — — —
Bank of America Corp 2.73M 2.57M 2.47M 2.29M 2.44M 1.85M 1.32M 1.43M 2.18M 3.21M 2.64M 2.79M 3.09M 4.88M 3.77M 11.84M — — —
Legal & General Investment Management America 2.53M 2.13M 1.98M 1.91M 2.70M 2.52M 2.37M 3.12M 3.02M 3.79M 3.86M 3.40M 3.61M 4.31M 4.13M 3.93M — — —
Franklin Resources 2.49M 2.70M 466.41K 157.20K 97.06K 101.07K 186.33K 92.04K 79.23K 31.77K 24.57K 24.07K 23.96K 795.78K 15.62K 32.45K — — —
Goldman Sachs Group 2.37M 1.03M 1.04M 991.10K 1.31M 2.92M 312.83K 383.00K 776.75K 389.05K 982.11K 1.05M 818.71K 884.09K 1.13M 2.30M — — —
UBS Group AG 2.02M 2.21M 2.02M 3.66M 3.02M 2.30M 3.03M 1.62M 1.03M 1.07M 1.06M 1.31M 925.44K 805.34K 2.51M 204.00K — — —
Principal Global Investors 1.68M 1.62M 1.48M 1.43M 1.38M 1.33M 1.29M 1.16M 1.67M 1.88M 1.84M 1.82M 1.85M 1.85M 1.84M 1.73M — — —
Wells Fargo & Co 1.61M 1.55M 1.59M 1.58M 1.43M 1.11M 1.01M 915.64K 2.43M 590.23K 527.68K 470.36K 472.51K 308.21K 583.37K 677.42K — — —
Deutsche Bank AG 1.39M 1.72M 1.68M 1.49M 1.32M 1.18M 1.10M 1.00M 967.23K 964.21K 935.26K 856.39K 971.89K 961.19K 944.07K 1.03M — — —

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