ANNALY CAPITAL MANAGEMENT INC - REIT (NLY) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2018 to Q4 2025

Type / Class
Equity / REIT
Symbol
NLY on NYSE
Shares outstanding
642,154,750
Price per share
$24.25
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
410,284,305
Total reported value
$9,204,727,065
% of total 13F portfolios
0.01%
Share change
+21,381,471
Value change
+$487,680,125
Number of holders
730
Price from insider filings
$24.25
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ANNALY CAPITAL MANAGEMENT INC - REIT (NLY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PRICE T ROWE ASSOCIATES INC /MD/ 4.8% $622,941,480 30,823,428 T. Rowe Price Associates, Inc. 30 Sep 2025

As of 31 Dec 2025, 730 institutional investors reported holding 410,284,305 shares of ANNALY CAPITAL MANAGEMENT INC - REIT (NLY). This represents 64% of the company’s total 642,154,750 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ANNALY CAPITAL MANAGEMENT INC - REIT (NLY) together control 50% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 78,108,387 +5% 0.03% $1,746,503,537
VANGUARD GROUP INC 9.9% 63,613,639 +5% 0.02% $1,422,400,968
PRICE T ROWE ASSOCIATES INC /MD/ 4.3% 27,374,355 -11% 0.07% $612,092,000
STATE STREET CORP 4.1% 26,425,278 +8.4% 0.02% $608,993,876
GEODE CAPITAL MANAGEMENT, LLC 2.9% 18,401,487 +8.9% 0.03% $411,031,414
Allspring Global Investments Holdings, LLC 2.7% 17,156,020 -1.3% 0.64% $392,872,866
FMR LLC 2.2% 14,142,783 +0.97% 0.02% $316,232,631
NORGES BANK 1.1% 7,266,404 0.02% $162,476,793
MORGAN STANLEY 1.1% 6,977,328 +34% 0.01% $156,013,088
NORTHERN TRUST CORP 1.1% 6,900,699 +4.5% 0.02% $154,299,629
D. E. Shaw & Co., Inc. 1% 6,587,678 +64% 0.11% $147,300,480
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.84% 5,425,766 +0.95% 0.03% $121,320,127
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.74% 4,756,577 +8.3% 0.02% $106,357,062
Bank of New York Mellon Corp 0.73% 4,714,355 +6% 0.02% $105,412,977
JPMORGAN CHASE & CO 0.64% 4,101,627 +60% 0.01% $91,712,387
KBC Group NV 0.54% 3,450,755 -8% 0.18% $77,159,000
LSV ASSET MANAGEMENT 0.47% 3,027,942 +0.49% 0.15% $67,705,000
Invesco Ltd. 0.45% 2,862,209 +6.2% 0.01% $63,998,993
Brandywine Global Investment Management, LLC 0.43% 2,771,945 -14% 0.42% $61,980,690
PFA Pension, Forsikringsaktieselskab 0.43% 2,765,917 0% 0.18% $63,699,061
VAN ECK ASSOCIATES CORP 0.42% 2,706,878 +28% 0.05% $60,526,000
Amundi 0.39% 2,485,880 +17% 0.02% $55,584,276
BANK OF AMERICA CORP /DE/ 0.38% 2,466,301 +7.5% 0% $55,146,500
UBS Group AG 0.32% 2,024,689 -45% 0.01% $45,272,046
Legal & General Group Plc 0.31% 1,984,768 +3.9% 0.01% $44,379,410

Institutional Holders of ANNALY CAPITAL MANAGEMENT INC - REIT (NLY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 410,284,305 $9,204,727,065 +$487,680,125 $22.36 730
2025 Q3 385,882,119 $7,823,781,074 +$382,698,440 $20.21 677
2025 Q2 367,710,853 $6,940,849,528 +$527,486,581 $18.82 645
2025 Q1 339,259,870 $6,898,007,853 +$172,210,452 $20.31 638
2024 Q4 331,553,917 $6,082,342,743 +$674,832,652 $18.30 618
2024 Q3 292,919,997 $5,886,336,832 +$930,034,222 $20.07 606
2024 Q2 245,874,921 $4,697,566,128 -$132,983,183 $19.06 589
2024 Q1 252,580,661 $4,981,890,020 -$97,622,552 $19.69 565
2023 Q4 256,802,745 $4,986,287,193 +$191,551,244 $19.37 555
2023 Q3 247,106,166 $4,658,301,764 -$32,750,851 $18.81 530
2023 Q2 247,763,957 $4,966,408,399 -$208,634,042 $20.01 543
2023 Q1 258,461,076 $4,949,880,424 +$288,725,303 $19.11 545
2022 Q4 243,545,518 $5,148,972,648 -$82,916,453 $21.08 551
2022 Q3 249,447,302 $4,294,440,979 +$4,293,101,009 $17.16 510
2022 Q2 23,364 $391,881 +$227,180 $20.01 3
2022 Q1 24,221 $170,763 -$832,134 $7.04 3
2021 Q4 125,406 $1,007,080 -$390,898 $7.82 3
2021 Q3 171,548 $1,469,461 +$441,284 $8.42 4
2021 Q2 119,139 $1,082,980 -$49,322 $8.88 3
2021 Q1 124,559 $1,097,430 +$1,050,337 $8.60 3
2020 Q4 5,478 $46,289 $8.45 3
2020 Q3 5,478 $39,004 -$6,996 $7.12 3
2020 Q2 6,472 $42,303 -$2,695 $6.56 4
2020 Q1 6,906 $33,679 -$6,009 $4.72 2
2019 Q4 8,281 $78,007 $9.42 2
2019 Q3 5,000 $44,000 $8.80 1
2019 Q2 5,000 $45,650 $9.13 1
2019 Q1 5,000 $49,950 $9.99 1
2018 Q4 5,000 $49,100 +$49,100 $9.82 1