LSV Asset Management
NLY icon

LSV Asset Management’s Annaly Capital Management NLY Stock Holding History

LSV Asset Management’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.5M Sell
3,064,917
-4,150
-0.1% -$91.6K 0.12% 207
2026
Q1 		$64.9M Buy
3,069,067
+41,125
+1% +$937K 0.14% 194
2025
Q4 		$67.7M Buy
3,027,942
+14,801
+0.5% +$322K 0.15% 188
2025
Q3 		$60.9M Buy
3,013,141
+57,082
+2% +$1.18M 0.13% 189
2025
Q2 		$55.6M Buy
2,956,059
+475,875
+19% +$9.05M 0.13% 193
2025
Q1 		$50.4M Sell
2,480,184
-46,052
-2% -$948K 0.12% 195
2024
Q4 		$46.2M Hold
2,526,236
– – 0.11% 214
2024
Q3 		$50.7M Sell
2,526,236
-332,335
-12% -$6.66M 0.11% 211
2024
Q2 		$54.5M Sell
2,858,571
-27,246
-0.9% -$529K 0.12% 204
2024
Q1 		$56.8M Sell
2,885,817
-161,725
-5% -$3.12M 0.12% 204
2023
Q4 		$59M Sell
3,047,542
-192,628
-6% -$3.44M 0.13% 203
2023
Q3 		$60.9M Sell
3,240,170
-37,607
-1% -$747K 0.14% 189
2023
Q2 		$65.6M Sell
3,277,777
-371,350
-10% -$7.21M 0.14% 192
2023
Q1 		$69.7M Sell
3,649,127
-380,063
-9% -$8.02M 0.16% 178
2022
Q4 		$84.9M Sell
4,029,190
-78,437
-2% -$1.54M 0.19% 162
2022
Q3 		$70.5M Buy
4,107,627
+86,767
+2% +$2.19M 0.17% 161
2022
Q2 		$95.1M Sell
4,020,860
-162,343
-4% -$4.21M 0.21% 142
2022
Q1 		$118M Sell
4,183,203
-36,007
-0.9% -$1.07M 0.22% 145
2021
Q4 		$132M Sell
4,219,210
-86,150
-2% -$2.9M 0.23% 132
2021
Q3 		$145M Sell
4,305,360
-66,752
-2% -$2.3M 0.26% 121
2021
Q2 		$155M Buy
4,372,112
+86,950
+2% +$3.16M 0.26% 123
2021
Q1 		$147M Sell
4,285,162
-763,985
-15% -$25.9M 0.25% 125
2020
Q4 		$171M Sell
5,049,147
-251,250
-5% -$7.78M 0.31% 101
2020
Q3 		$151M Sell
5,300,397
-220,675
-4% -$6.39M 0.31% 99
2020
Q2 		$145M Sell
5,521,072
-89,849
-2% -$2.22M 0.3% 97
2020
Q1 		$114M Sell
5,610,921
-175,592
-3% -$6.18M 0.27% 103
2019
Q4 		$218M Sell
5,786,513
-385,109
-6% -$14M 0.34% 92
2019
Q3 		$217M Buy
6,171,622
+117,766
+2% +$4.24M 0.36% 87
2019
Q2 		$221M Sell
6,053,856
-214,425
-3% -$8.17M 0.36% 85
2019
Q1 		$250M Sell
6,268,281
-42,052
-0.7% -$1.72M 0.4% 68
2018
Q4 		$248M Sell
6,310,333
-361,847
-5% -$14.5M 0.44% 60
2018
Q3 		$273M Buy
6,672,180
+678,443
+11% +$28.4M 0.41% 66
2018
Q2 		$247M Buy
5,993,737
+75,270
+1% +$3.14M 0.39% 76
2018
Q1 		$247M Buy
5,918,467
+236,900
+4% +$10.1M 0.39% 75
2017
Q4 		$270M Buy
5,681,567
+514,825
+10% +$24.4M 0.43% 67
2017
Q3 		$252M Buy
5,166,742
+218,710
+4% +$10.7M 0.42% 72
2017
Q2 		$238M Buy
4,948,032
+19,675
+0.4% +$929K 0.42% 70
2017
Q1 		$219M Sell
4,928,357
-35,450
-0.7% -$1.51M 0.4% 80
2016
Q4 		$198M Buy
4,963,807
+158,525
+3% +$6.45M 0.36% 85
2016
Q3 		$202M Sell
4,805,282
-85,550
-2% -$3.71M 0.4% 80
2016
Q2 		$217M Sell
4,890,832
-40,850
-0.8% -$1.74M 0.44% 67
2016
Q1 		$202M Buy
4,931,682
+473,450
+11% +$18.6M 0.42% 73
2015
Q4 		$167M Buy
4,458,232
+1,044,194
+31% +$40.7M 0.36% 88
2015
Q3 		$135M Buy
3,414,038
+2,532,656
+287% +$101M 0.3% 103
2015
Q2 		$32.4M Sell
881,382
-12,325
-1% -$498K 0.07% 216
2015
Q1 		$37.2M Buy
893,707
+169,350
+23% +$7.2M 0.08% 209
2014
Q4 		$31.3M Buy
724,357
+160,725
+29% +$7.27M 0.07% 219
2014
Q3 		$24.1M Buy
563,632
+173,175
+44% +$7.91M 0.05% 241
2014
Q2 		$17.9M Buy
390,457
+130,700
+50% +$6.03M 0.04% 283
2014
Q1 		$11.4M Buy
259,757
+77,207
+42% +$3.34M 0.03% 336
2013
Q4 		$7.28M Buy
182,550
+39,500
+28% +$1.71M 0.02% 409
2013
Q3 		$6.63M Buy
143,050
+34,975
+32% +$1.65M 0.02% 418
2013
Q2 		$5.43M Buy
+108,075
New +$6.32M 0.01% 433

Other funds holding NLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DB
Danske Bank Copenhagen K, Denmark $50.6B AUM 42.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

LSV Asset Management's NLY Position: Q2 2026 in Review

LSV Asset Management reduced its Annaly Capital Management (NLY) stake by 0.14% in Q2 2026, selling an estimated $91.6K and leaving 3,064,917 shares worth $68.5M. The position accounts for 0.12% of the portfolio, ranked #207.

LSV Asset Management first reported a position in NLY in Q2 2013 and has held it in 53 quarters since. The position peaked at $273M in Q3 2018. 476 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

  • LSV Asset Management held 3,064,917 shares of Annaly Capital Management worth $68.5M as of Q2 2026.
  • LSV Asset Management sold 4,150 Annaly Capital Management shares in Q2 2026, an estimated $91.6K.
  • Annaly Capital Management made up 0.12% of LSV Asset Management's portfolio in Q2 2026, its #207 holding.
  • LSV Asset Management first reported a position in Annaly Capital Management in Q2 2013 and has held it in 53 quarters since.
  • LSV Asset Management's Annaly Capital Management position peaked at $273M in Q3 2018.
  • 476 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.