Annaly Capital Management Inc (NLY) Ownership

21.23 ↑0.30 (1.43%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Annaly Capital Management Inc (NLY), owning a total of 56.4 million shares. Combined, the top 47 institutional holders of NLY own 52.34% of the company with a total of 311.2 million shares.

In the latest ownership report on December 31st 2024, the top 47 institutional holders increased their combined ownership of NLY by 4.4 million shares. 4 institutions bought 4,492,876 total additional shares and increased their ownership by an average of 65.12%. However 1 institutions sold 97,158 total shares and decreased their ownership by an average of 5.08%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Annaly Capital Management increased by a net total of 4,395,718 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Allspring Global Investments Holdings, LLC	3.130%	0.610%	18,099,719	109,655	2024-12-31
Kbc Group NV	0.899%	238.871%	5,198,020	3,664,098	2024-12-31
Bank of New York Mellon Corp	0.699%	8.762%	4,040,958	325,542	2024-12-31
Charles Schwab Investment Management Inc	0.625%	12.228%	3,612,278	393,581	2024-12-31
Van Eck Associates Corporation	0.314%	-5.079%	1,815,645	-97,158	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	9.750%	1.338%	56,388,890	744,688	2024-09-30
Vanguard Group Inc	8.449%	-0.210%	48,862,592	-102,786	2024-09-30
T. Rowe Price Associates, Inc.	4.522%	5,955.770%	26,153,897	25,722,013	2024-09-30
Allspring Global Investments Holdings, LLC	3.130%	0.610%	18,099,719	109,655	2024-12-31
State Street Corporation	3.532%	2.385%	17,695,817	412,198	2024-03-31
State Street Corp	3.009%	1.300%	17,400,024	223,294	2024-09-30
Geode Capital Management, LLC	1.494%	2.876%	8,638,216	241,465	2024-09-30
NORGES BANK	1.122%	10.464%	6,286,993	595,525	2024-06-30
JPMorgan Chase & Co	1.057%	21.544%	6,114,074	1,083,738	2024-09-30
Balyasny Asset Management LLC	0.997%	541.398%	5,764,735	4,865,958	2024-09-30
Kbc Group NV	0.899%	238.871%	5,198,020	3,664,098	2024-12-31
Algebris Investment Management (UK) LLP	0.903%	231.657%	4,522,429	3,158,844	2024-03-31
Nuveen Asset Management, LLC	0.234%	29.180%	4,384,505	990,398	2022-06-30
Arrowstreet Capital Limited Partnership	0.228%	0.000%	4,274,520	4,274,520	2022-06-30
Bank of New York Mellon Corp	0.699%	8.762%	4,040,958	325,542	2024-12-31
Credit Suisse First Boston (CSFB)	0.216%	26.483%	4,035,565	844,967	2022-06-30
Northern Trust Corp	0.688%	-5.279%	3,981,215	-221,899	2024-09-30
UBS Asset Mgmt Americas Inc	0.688%	531.270%	3,981,081	3,350,435	2024-09-30
Citigroup Inc	0.200%	-17.292%	3,733,264	-780,499	2022-06-30
Charles Schwab Investment Management Inc	0.625%	12.228%	3,612,278	393,581	2024-12-31
Morgan Stanley - Brokerage Accounts	0.607%	-40.725%	3,511,266	-2,412,402	2024-09-30
Brandywine Global Investment Mgmt LLC	0.584%	0.000%	3,375,252	3,375,252	2024-09-30
Citadel Advisors Llc	0.175%	181.927%	3,282,126	2,117,951	2022-06-30
O'Shaughnessy Asset Management LLC	0.172%	-5.733%	3,212,560	-195,360	2022-06-30
Legal & General Group PLC	0.539%	3.255%	3,116,945	98,260	2024-09-30
Millennium Management LLC	0.491%	53.156%	2,841,283	986,131	2024-09-30
LSV Asset Management	0.437%	-11.626%	2,526,236	-332,335	2024-09-30
Marshall Wace Asset Management Ltd	0.506%	-62.785%	2,502,069	-4,221,253	2023-06-30
Thompson, Siegel & Walmsley LLC	0.466%	28.629%	2,299,175	511,733	2023-03-31
Bank of America Corp	0.389%	-32.064%	2,182,155	-1,029,937	2024-06-30
Qube Research & Technologies	0.464%	0.000%	2,174,676	2,174,676	2022-09-30
Victory Capital Management Inc.	0.346%	7.418%	2,002,975	138,320	2024-09-30
Goldman Sachs Group Inc	0.393%	86.236%	1,964,220	909,527	2023-12-31
D. E. Shaw & Co LP	0.320%	549.306%	1,847,717	1,563,149	2024-09-30
D. E. Shaw & Co LP USD	0.320%	549.306%	1,847,717	1,563,149	2024-09-30
Van Eck Associates Corporation	0.314%	-5.079%	1,815,645	-97,158	2024-12-31
Renaissance Technologies Corp	0.322%	210.215%	1,803,015	1,221,800	2024-09-30
Amvescap Plc.	0.312%	-46.070%	1,749,131	-1,494,190	2024-06-30
Comerica Bank	0.348%	678.177%	1,737,786	1,514,471	2023-06-30
First Trust Advisors L.P.	0.338%	32.773%	1,671,232	412,519	2022-12-31
Principal Financial Group Inc	0.299%	-11.524%	1,666,489	-217,069	2024-06-30
Apg All Pensions Group	0.329%	-18.347%	1,624,609	-365,051	2022-09-30
Swiss National Bank	0.264%	-1.062%	1,481,700	-15,900	2024-06-30
Ameriprise Financial Inc	0.297%	5.665%	1,468,809	78,743	2023-03-31
FMR Inc	0.293%	829.260%	1,447,722	1,291,929	2022-12-31
Schonfeld Strategic Advisors LLC	0.288%	45.535%	1,437,877	449,881	2023-09-30
Rhumbline Advisers	0.287%	-1.131%	1,432,883	-16,390	2023-09-30

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Annaly Capital Management Inc (NLY), owning a total of 18.3 million shares. Combined, the top 44 mutual fund holders of NLY own 44.71% of the company with a total of 250.2 million shares.

In the latest ownership report on January 31st 2025, the top 44 fund holders increased their combined ownership of NLY by 67 thousand shares. 2 funds bought 71,623 total additional shares and increased their ownership by an average of 0.78%. However 1 funds sold 4,760 total shares and decreased their ownership by an average of 0.03%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Annaly Capital Management increased by a net total of 66,863 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.163%	-0.026%	18,293,549	-4,760	2025-01-31
iShares Mortgage Real Estate Capped ETF	0.848%	1.328%	4,904,129	64,288	2025-01-31
iShares S&P Mid-Cap 400 Value ETF	0.569%	0.223%	3,293,041	7,335	2025-01-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.163%	-0.026%	18,293,549	-4,760	2025-01-31
Vanguard Total Stock Mkt Idx Inv	3.052%	12.626%	17,651,632	1,978,867	2024-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.049%	7.507%	15,249,135	1,064,855	2023-03-31
Allspring Special US Mid Cap Value Eq	2.495%	0.000%	14,430,599	0	2024-12-31
Allspring Special Mid Cap Value Inst	2.495%	0.000%	14,430,599	0	2024-12-31
Allspring Mid Value SMA	2.495%	1,048,640.000%	14,430,599	14,429,223	2024-12-31
Vanguard Small Cap Index	2.468%	12.902%	14,273,241	1,631,075	2024-12-31
Vanguard Small Cap Value Index Inv	1.638%	10.905%	9,475,768	931,723	2024-12-31
T. Rowe Price U.S. Value Equity Tr-Z	1.636%	65.751%	9,461,081	3,753,081	2024-12-31
T. Rowe Price US Value Equity Composite	1.484%	61.105%	8,580,767	3,254,567	2024-12-31
T. Rowe Price Value	1.484%	8.291%	8,580,767	656,954	2024-12-31
Angel Oak Multi-Strategy Income	1.695%	0.000%	8,483,300	0	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.433%	10.772%	8,286,101	805,763	2024-12-31
Vanguard Extended Market Index Investor	1.385%	0.381%	6,839,561	25,955	2023-08-31
T. Rowe Price US Mid-Cap Value Equity	1.035%	3.862%	5,985,659	222,559	2024-12-31
T. Rowe Price Mid-Cap Value	1.035%	0.000%	5,985,659	0	2024-12-31
Vanguard Mid Cap Index Institutional	1.122%	-0.074%	5,611,759	-4,155	2023-11-30
iShares Mortgage Real Estate Capped ETF	0.848%	1.328%	4,904,129	64,288	2025-01-31
SPDR® S&P MIDCAP 400 ETF Trust	0.808%	15.049%	4,673,592	611,322	2024-12-31
iShares MSCI USA Min Vol Factor ETF	0.720%	0.146%	3,369,346	4,896	2022-10-31
iShares S&P Mid-Cap 400 Value ETF	0.569%	0.223%	3,293,041	7,335	2025-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.565%	5.142%	3,266,644	159,757	2024-12-31
BlackRock Extended Mkt Composite	0.172%	0.000%	3,221,722	3,221,722	2022-06-30
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z	0.548%	4.111%	3,171,942	125,242	2024-12-31
Fidelity Extended Market Index	0.538%	11.551%	3,110,242	322,061	2024-12-31
iShares S&P Mid-Cap 400 Growth ETF	0.609%	0.000%	3,043,317	0	2023-11-30
Fidelity® Extended Market Index	0.542%	-0.836%	2,711,090	-22,841	2023-11-30
State St S&P Midcap® Indx SL Cl II	0.437%	12.210%	2,529,950	275,300	2024-12-31
SPDR® Portfolio S&P 400™ Mid Cap ETF	0.414%	0.319%	2,319,404	7,364	2024-12-31
Vanguard Value Index Inv	0.423%	0.010%	2,114,021	204	2023-11-30
Vanguard Mid-Cap Value ETF	0.397%	-0.461%	1,987,287	-9,200	2023-11-30
SPDR® Portfolio S&P 400 Mid Cap ETF	0.385%	0.462%	1,926,985	8,856	2024-05-30
VanEck Mortgage REIT Income ETF	0.353%	0.386%	1,898,001	7,296	2024-09-28
iShares US Real Estate ETF	0.316%	0.324%	1,698,011	5,484	2024-09-30
Invesco Russell 1000® Dynamic Mltfct ETF	0.329%	0.000%	1,643,832	0	2024-06-30
First Trust Financials AlphaDEX® ETF	0.331%	0.617%	1,634,664	10,027	2023-02-28
Blackrock Russ 1000 Eq Idx Composite	0.292%	4.875%	1,570,137	72,987	2024-06-30
iShares Russell Mid-Cap ETF	0.290%	-0.048%	1,562,222	-752	2024-09-30
Russell 1000 Index Fund	0.288%	-0.685%	1,552,264	-10,701	2024-09-30
Lear Global Vigilance	0.309%	8.721%	1,547,806	124,152	2023-12-31
Fidelity Mid Cap Index	0.254%	-13.210%	1,366,627	-208,017	2024-08-31
Principal MidCap S&P 400 Index SP	0.273%	-11.351%	1,365,110	-174,793	2024-06-30
iShares Russell 1000 Value ETF	0.276%	8.536%	1,364,036	107,282	2023-06-21
Fidelity® Mid Cap Index	0.262%	0.780%	1,295,609	10,026	2023-05-31