STOCK TITAN

Vanguard Capital Management holds 37.3M Annaly shares (NLY) in 13G

(Neutral)
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Annaly Capital Management Inc ownership filing lists that Vanguard Capital Management beneficially owns 37,335,394 shares of Common Stock, representing 5.19% of the class. The filing shows sole voting power for 5,321,806 shares and sole dispositive power over 37,335,394 shares. The statement is signed 04/29/2026 and cites affiliated Vanguard entities as exercising voting/dispositive authority.

Positive

  • None.

Negative

  • None.

Insights

Large passive holder disclosure: Vanguard reports a 5.19% stake.

The filing documents an institutional position of 5.19% (37,335,394 shares) held through Vanguard-managed vehicles. The split between voting and dispositive power is typical for asset managers that control disposition across client accounts.

Cash‑flow treatment and trading intent are not stated; subsequent filings may disclose changes in ownership or voting arrangements.

Voting/dispositive roles clarified for regulatory compliance.

The statement attributes sole voting power over 5.321,806 shares and sole dispositive authority over 37,335,394 shares, aligning with Schedule 13G disclosure norms for investment managers. It references affiliated Vanguard entities in the explanatory comment.

Material governance impact depends on any future changes to voting intentions, which are not included here.

Beneficial ownership 37,335,394 shares reported as beneficially owned (Schedule 13G)
Percent of class 5.19% percent of common stock beneficially owned
Sole voting power 5,321,806 shares sole power to vote or to direct the vote
Sole dispositive power 37,335,394 shares sole power to dispose or to direct the disposition
Signature date 04/29/2026 date filing was signed
beneficially owned regulatory
"reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 37335394"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Annaly Capital Management Inc"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
investment companies regulatory
"including investment companies registered under the Investment Company Act of 1940"

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google
Learn about SEC filing dates

FAQ

What stake does Vanguard report in Annaly (NLY)?

Vanguard reports beneficial ownership of 37,335,394 shares, representing 5.19% of Annaly's common stock. The filing lists sole dispositive power over the full 37,335,394 shares and sole voting power over 5,321,806 shares.

Does Vanguard control voting for all its Annaly shares?

No. Vanguard reports sole voting power for 5,321,806 shares and sole dispositive power for 37,335,394 shares. The filing distinguishes voting authority from dispositive (sale/transfer) authority.

When was the Schedule 13G signed for NLY?

The Schedule 13G is signed by Ashley Grim on 04/29/2026. The cover lists the reported ownership figure as of 03/31/2026 for the holdings disclosed in the filing.

Are Vanguard affiliates included in the ownership number?

Yes. The filing states the 5.19% stake includes securities over which Vanguard Capital Management LLC and affiliated business divisions exercise dispositive or voting power, including various Vanguard-managed funds and accounts.

Does the filing state any intent to sell or buy NLY shares?

No. This Schedule 13G reports beneficial ownership and voting/dispositive power; it does not describe any intent to purchase or sell shares or propose actions related to the holdings.





035710839

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026