Annaly Capital Management Inc (NLY) Ownership

23.34 ↑0.55 (2.41%)

As of January 27, 2023, 3:58pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Annaly Capital Management Inc (NLY), owning a total of 53.4 million shares. Combined, the top 28 institutional holders of NLY own 40.04% of the company with a total of 211.1 million shares.

In the latest ownership report on September 30th 2022, the top 28 institutional holders increased their combined ownership of NLY by 83.5 million shares. 17 institutions bought 85,377,807 total additional shares and increased their ownership by an average of 68.16%. However 3 institutions sold 1,842,970 total shares and decreased their ownership by an average of 17.83%.

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 83,534,837 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.412%	0.000%	53,392,316	53,392,316	2022-09-30
Vanguard Group Inc	8.777%	14.213%	41,065,547	5,110,158	2022-09-30
Allspring Global Investments Holdings, LLC	3.086%	28.192%	14,437,621	3,175,142	2022-09-30
State Street Corporation	3.047%	64.219%	14,255,322	5,574,648	2022-09-30
Marshall Wace Asset Management Ltd	1.999%	20.143%	9,353,019	1,568,135	2022-09-30
Geode Capital Management, LLC	1.417%	10.980%	6,630,271	655,965	2022-09-30
Northern Trust Corp	0.974%	49.667%	4,555,899	1,511,880	2022-09-30
LSV Asset Management	0.878%	2.158%	4,107,627	86,767	2022-09-30
Bank of New York Mellon Corp	0.866%	199.591%	4,052,346	2,699,720	2022-09-30
Legal & General Group PLC	0.839%	9.881%	3,925,179	352,984	2022-09-30
Morgan Stanley - Brokerage Accounts	0.596%	0.000%	2,787,356	2,787,356	2022-09-30
Millennium Management LLC	0.558%	0.000%	2,611,712	2,611,712	2022-09-30
Renaissance Technologies Corp	0.557%	652.268%	2,608,115	2,261,415	2022-09-30
Charles Schwab Investment Management Inc	0.526%	12.557%	2,461,645	274,620	2022-09-30
Thompson, Siegel & Walmsley LLC	0.513%	-8.279%	2,401,755	-216,792	2022-09-30
UBS Asset Mgmt Americas Inc	0.491%	-4.142%	2,299,317	-99,343	2022-09-30
Goldman Sachs Group Inc	0.468%	-41.082%	2,189,685	-1,526,835	2022-09-30
Qube Research & Technologies	0.465%	0.000%	2,174,676	2,174,676	2022-09-30
Bank of America Corp	0.441%	84.037%	2,060,894	941,067	2022-09-30
JPMorgan Chase & Co	0.434%	10.887%	2,029,429	199,246	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.412%	0.000%	53,392,316	53,392,316	2022-09-30
Vanguard Group Inc	8.777%	14.213%	41,065,547	5,110,158	2022-09-30
Allspring Global Investments Holdings, LLC	3.086%	28.192%	14,437,621	3,175,142	2022-09-30
State Street Corporation	3.047%	64.219%	14,255,322	5,574,648	2022-09-30
Marshall Wace Asset Management Ltd	1.999%	20.143%	9,353,019	1,568,135	2022-09-30
Geode Capital Management, LLC	1.417%	10.980%	6,630,271	655,965	2022-09-30
Amvescap Plc.	0.258%	13.057%	4,836,562	558,571	2022-06-30
Northern Trust Corp	0.974%	49.667%	4,555,899	1,511,880	2022-09-30
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
LSV Asset Management	0.878%	2.158%	4,107,627	86,767	2022-09-30
Bank of New York Mellon Corp	0.866%	199.591%	4,052,346	2,699,720	2022-09-30
Credit Suisse First Boston (CSFB)	0.216%	26.483%	4,035,565	844,967	2022-06-30
Van Eck Associates Corporation	0.210%	-3.876%	3,925,332	-158,287	2022-06-30
Legal & General Group PLC	0.839%	9.881%	3,925,179	352,984	2022-09-30
Citigroup Inc	0.200%	-17.292%	3,733,264	-780,499	2022-06-30
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
Morgan Stanley - Brokerage Accounts	0.596%	0.000%	2,787,356	2,787,356	2022-09-30
Millennium Management LLC	0.558%	0.000%	2,611,712	2,611,712	2022-09-30
Renaissance Technologies Corp	0.557%	652.268%	2,608,115	2,261,415	2022-09-30
Charles Schwab Investment Management Inc	0.526%	12.557%	2,461,645	274,620	2022-09-30
Thompson, Siegel & Walmsley LLC	0.513%	-8.279%	2,401,755	-216,792	2022-09-30
UBS Asset Mgmt Americas Inc	0.491%	-4.142%	2,299,317	-99,343	2022-09-30
Goldman Sachs Group Inc	0.468%	-41.082%	2,189,685	-1,526,835	2022-09-30
Qube Research & Technologies	0.465%	0.000%	2,174,676	2,174,676	2022-09-30
Bank of America Corp	0.441%	84.037%	2,060,894	941,067	2022-09-30
JPMorgan Chase & Co	0.434%	10.887%	2,029,429	199,246	2022-09-30

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 14.4 million shares. Combined, the top 23 mutual fund holders of NLY own 25.66% of the company with a total of 125.8 million shares.

In the latest ownership report on December 31st 2022, the top 23 fund holders increased their combined ownership of NLY by 617 thousand shares. 3 funds bought 671,168 total additional shares and increased their ownership by an average of 6.76%. However 1 funds sold 54,368 total shares and decreased their ownership by an average of 2.33%.

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 616,800 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Allspring Special Mid Cap Value Inst	2.402%	0.570%	11,238,549	63,700	2022-12-31
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	10.682%	4,182,494	403,668	2022-12-31
State St S&P Midcap® Indx SL Cl II	0.526%	9.036%	2,459,150	203,800	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.486%	-2.334%	2,275,387	-54,368	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.087%	-0.038%	14,442,814	-5,498	2022-12-30
Vanguard Total Stock Mkt Idx Inv	2.802%	1.317%	13,110,091	170,417	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.759%	12.533%	12,907,713	1,437,563	2022-09-30
Allspring Special Mid Cap Value Inst	2.402%	0.570%	11,238,549	63,700	2022-12-31
Allspring Special US Mid Cap Value Eq	2.389%	18.995%	11,174,849	1,783,849	2022-09-30
Vanguard Mid Cap Index Institutional	2.175%	0.165%	10,173,798	16,787	2022-11-30
Vanguard Extended Market Index Investor	1.259%	0.770%	5,891,347	45,041	2022-11-30
iShares Mortgage Real Estate Capped ETF	1.138%	0.152%	5,322,842	8,090	2022-12-30
Russell 1000 Index Fund	0.239%	0.000%	4,471,019	0	2022-06-30
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	10.682%	4,182,494	403,668	2022-12-31
Vanguard Mid-Cap Value ETF	0.834%	0.990%	3,900,753	38,244	2022-11-30
Vanguard Value Index Inv	0.798%	-2.960%	3,734,033	-113,899	2022-11-30
iShares MSCI USA Min Vol Factor ETF	0.720%	0.146%	3,369,346	4,896	2022-10-31
BlackRock Extended Mkt Composite	0.172%	0.000%	3,221,722	3,221,722	2022-06-30
iShares S&P Mid-Cap 400 Growth ETF	0.673%	0.049%	3,147,478	1,531	2022-12-30
iShares S&P Mid-Cap 400 Value ETF	0.642%	-0.345%	3,003,933	-10,406	2022-11-30
State St S&P Midcap® Indx SL Cl II	0.526%	9.036%	2,459,150	203,800	2022-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.486%	-2.334%	2,275,387	-54,368	2022-12-31
Fidelity® Extended Market Index	0.462%	0.000%	2,162,241	0	2022-11-30
iShares US Real Estate ETF	0.321%	-0.550%	1,501,941	-8,305	2022-12-30
Principal MidCap S&P 400 Index SP	0.296%	0.000%	1,384,009	0	2022-11-30
iShares Russell 1000 Value ETF	0.294%	0.000%	1,376,449	0	2022-12-30
iShares Russell Mid-Cap ETF	0.290%	0.000%	1,357,721	0	2022-12-30