Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
745 institutional managers reported holding NLY for the quarter ended Mar 31, 2026. Together they hold about 57% of shares outstanding; the top 10 hold 37%. 93 opened new positions; 94 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 81.73M | 11.28% | $1.73B | added +4.6% | ≤2013 |
| Vanguard Group | 68.24M | 9.42% | $1.44B | added +7.2% | ≤2013 |
| State Street | 28.15M | 3.89% | $595.7M | added +6.5% | 2015 Q4 |
| Geode Capital | 19.95M | 2.75% | $422.1M | added +8.4% | ≤2013 |
| T. Rowe Price | 18.46M | 2.55% | $390.6M | trimmed -32.6% | ≤2013 |
| FMR (Fidelity) | 14.25M | 1.97% | $301.5M | added +0.7% | ≤2013 |
| Allspring Global Investments Holdings, LLC | 13.49M | 1.86% | $285.5M | trimmed -21.4% | 2021 Q4 |
| UBS | 7.47M | 1.03% | $158.1M | unchanged | ≤2013 |
| Northern Trust | 7.44M | 1.03% | $157.4M | added +7.8% | ≤2013 |
| Invesco | 6.75M | 0.93% | $142.9M | added +136% | ≤2013 |
| Morgan Stanley | 6.48M | 0.89% | $137.0M | trimmed -7.2% | ≤2013 |
| D. E. Shaw | 5.90M | 0.81% | $124.8M | trimmed -10.4% | 2018 Q4 |
| Charles Schwab Investment Management | 5.24M | 0.72% | $110.8M | added +10.1% | ≤2013 |
| KBC Group NV | 4.98M | 0.69% | $105.3M | added +44.2% | ≤2013 |
| BNY Mellon | 4.96M | 0.69% | $105.0M | added +5.3% | ≤2013 |
| Ameriprise Financial INC | 3.56M | 0.49% | $75.4M | added +152.8% | ≤2013 |
| Amundi | 3.36M | 0.46% | $71.1M | added +35.2% | 2017 Q4 |
| Citadel Advisors | 3.08M | 0.42% | $65.1M | added +864.7% | 2023 Q1 |
| LSV Asset Management | 3.07M | 0.42% | $64.9M | added +1.4% | ≤2013 |
| Advisors Capital Management, LLC | 2.92M | 0.40% | $61.7M | opened | 2026 Q1 |
| VAN ECK Associates CORP | 2.89M | 0.40% | $61.1M | added +6.8% | ≤2013 |
| PFA Pension, Forsikringsaktieselskab | 2.76M | 0.38% | $58.5M | unchanged | 2025 Q4 |
| Franklin Resources | 2.70M | 0.37% | $57.1M | added +478.8% | ≤2013 |
| Bank OF America CORP /DE/ | 2.57M | 0.35% | $54.4M | added +4.2% | ≤2013 |
| Victory Capital Management INC | 2.14M | 0.30% | $45.4M | added +49.6% | 2017 Q4 |
| Legal & General Group PLC | 2.13M | 0.29% | $45.1M | added +7.4% | ≤2013 |
| Swiss National Bank | 2.00M | 0.28% | $42.4M | added +13.9% | 2023 Q2 |
| Rhumbline Advisers | 1.97M | 0.27% | $41.6M | added +6.9% | ≤2013 |
| Deutsche Bank AG\ | 1.72M | 0.24% | $36.5M | added +2.6% | 2013 Q3 |
| Principal Financial Group INC | 1.69M | 0.23% | $35.8M | added +8.8% | ≤2013 |
| Schroder Investment Management Group | 1.65M | 0.23% | $34.9M | unchanged | 2024 Q3 |
| California State Teachers Retirement System | 1.63M | 0.23% | $34.5M | added +2.4% | ≤2013 |
| Russell Investments Group, LTD. | 1.60M | 0.22% | $33.8M | trimmed -16% | 2016 Q4 |
| SEI Investments CO | 1.59M | 0.22% | $33.5M | trimmed -6.1% | ≤2013 |
| Wells Fargo & COMPANY/MN | 1.55M | 0.21% | $32.8M | trimmed -2.1% | ≤2013 |
| Danske Bank A/S | 1.52M | 0.21% | $32.1M | added +8.6% | 2024 Q1 |
| Swedbank Robur | 1.43M | 0.20% | $30.4M | added +11.8% | 2021 Q1 |
| Cetera Investment Advisers | 1.40M | 0.19% | $29.5M | added +9.1% | 2016 Q2 |
| Mirae Asset Global Etfs Holdings LTD. | 1.40M | 0.19% | $29.5M | added +16.2% | 2018 Q3 |
| Royal Bank OF Canada | 1.38M | 0.19% | $29.2M | added +3% | ≤2013 |
| First Trust Advisors LP | 1.38M | 0.19% | $29.2M | added +102.9% | 2016 Q1 |
| LPL Financial LLC | 1.35M | 0.19% | $28.5M | added +8.5% | ≤2013 |
| Barclays PLC | 1.34M | 0.18% | $28.3M | trimmed -10.7% | ≤2013 |
| Nuveen | 1.34M | 0.18% | $28.3M | added +30.6% | 2019 Q2 |
| Envestnet Asset Management INC | 1.30M | 0.18% | $27.4M | added +14.8% | ≤2013 |
| AllianceBernstein | 1.24M | 0.17% | $26.2M | added +11.4% | ≤2013 |
| BNP Paribas Financial Markets | 1.24M | 0.17% | $26.2M | added +35.2% | 2024 Q4 |
| Millennium Management | 1.24M | 0.17% | $26.2M | added +38.3% | 2018 Q2 |
| CalPERS | 1.20M | 0.17% | $25.4M | unchanged | ≤2013 |
| Retirement Systems of Alabama | 1.10M | 0.15% | $23.3M | added +5.9% | 2022 Q3 |
Largest 50 of 745 shown; the full ranked, searchable register is at boothcheck.com/holders/NLY. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.