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Invesco Mortgage Capital (IVR) Institutional Ownership

Invesco Mortgage Capital logo
$7.80 +0.08 (+1.04%)
As of 06/12/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Mortgage Capital (NYSE:IVR)

Current
Institutional Ownership
Percentage
40.54%
Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$94.34M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$17.53M
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IVR Institutional Buying and Selling by Quarter

Invesco Mortgage Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/29/2025 Rhumbline Advisers86,863$685K0.0%+2.7%0.132%
5/28/2025 Strs Ohio10,400$82K0.0%N/A0.016%
5/19/2025 Jane Street Group LLC18,200$144K0.0%N/A0.028%
5/16/2025 Goldman Sachs Group Inc.368,466$2.91M0.0%+9.3%0.559%
5/16/2025 Jones Financial Companies Lllp17,008$134K0.0%+4,329.2%0.026%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,295,263$10.22M0.0%+151.5%1.964%
5/15/2025 Vident Advisory LLC14,143$112K0.0%N/A0.021%
5/15/2025 State of Wyoming13,079$103K0.0%-50.8%0.020%
5/14/2025 Corebridge Financial Inc.29,972$236K0.0%+9.2%0.045%
5/14/2025 MetLife Investment Management LLC35,709$282K0.0%+18.5%0.054%
5/14/2025 PL Capital Advisors LLC100,000$789K0.3%-75.0%0.152%
5/14/2025 Quantbot Technologies LP33,245$262K0.0%-38.4%0.050%
5/13/2025 Russell Investments Group Ltd.11,989$95K0.0%+31.0%0.018%
5/12/2025 Nuveen LLC135,323$1.07M0.0%N/A0.205%
5/12/2025 Entropy Technologies LP12,500$99K0.0%N/A0.019%
5/12/2025 Invesco Ltd.2,363,174$18.65M0.0%+1.6%3.584%
5/12/2025 Connor Clark & Lunn Investment Management Ltd.101,822$803K0.0%N/A0.154%
5/12/2025 Wolverine Asset Management LLC411,163$3.24M0.0%N/A0.624%
5/12/2025 Swiss National Bank117,701$929K0.0%+9.2%0.178%
5/9/2025 Charles Schwab Investment Management Inc.505,059$3.99M0.0%+6.6%0.774%
5/9/2025 Vanguard Group Inc.3,433,563$27.09M0.0%+7.5%5.260%
5/9/2025 New Age Alpha Advisors LLC13,113$103K0.0%-24.1%0.020%
5/9/2025 PNC Financial Services Group Inc.7,395$58K0.0%+59.4%0.011%
5/9/2025 Jupiter Asset Management Ltd.886,738$7.00M0.1%N/A1.359%
5/6/2025 Cetera Investment Advisers136,645$1.08M0.0%+7.5%0.209%
5/2/2025 Segall Bryant & Hamill LLC496,297$3.92M0.1%-0.8%0.760%
5/1/2025 Arizona State Retirement System17,419$137K0.0%+9.5%0.027%
4/29/2025 Penserra Capital Management LLC136,359$1.08M0.0%+21.1%0.209%
4/29/2025 Bank of New York Mellon Corp149,094$1.18M0.0%+12.4%0.228%
4/14/2025 Range Financial Group LLC26,339$208K0.1%+20.0%0.040%
4/10/2025 Firethorn Wealth Partners LLC67,185$530K0.3%+9.3%0.103%
4/8/2025 Rhumbline Advisers86,863$685K0.0%+2.7%0.133%
4/7/2025 GAMMA Investing LLC1,901$150K0.0%+419.4%0.003%
3/18/2025 California State Teachers Retirement System51,141$412K0.0%+10.8%0.083%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH48,592$391K0.0%N/A0.079%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC44,156$355K0.0%-61.0%0.073%
2/17/2025 Two Sigma Advisers LP560,300$4.51M0.0%-19.2%0.923%
2/17/2025 Two Sigma Investments LP919,761$7.40M0.0%-13.1%1.515%
2/17/2025 State of Wyoming26,607$214K0.0%-23.3%0.044%
2/17/2025 ProShare Advisors LLC15,552$125K0.0%N/A0.026%
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2/17/2025Nuveen Asset Management LLC107,065$862K0.0%-35.5%0.176%
2/17/2025 Deutsche Bank AG46,322$373K0.0%+76.2%0.076%
2/17/2025 CastleKnight Management LP367,818$2.96M0.1%-5.9%0.606%
2/17/2025 Cetera Investment Advisers127,088$1.02M0.0%+19.6%0.209%
2/17/2025 Bridgefront Capital LLC12,783$103K0.0%-22.2%0.021%
2/17/2025 Balyasny Asset Management L.P.1,457,258$11.73M0.0%+100.5%2.400%
2/17/2025 Bank of America Corp DE61,051$491K0.0%+32.3%0.101%
2/17/2025 BNP Paribas Financial Markets6,234$50K0.0%N/A0.010%
2/17/2025 Ameriprise Financial Inc.16,672$141K0.0%-9.4%0.027%
2/14/2025 Freestone Grove Partners LP72,539$584K0.0%N/A0.119%
2/14/2025 Northern Trust Corp572,095$4.61M0.0%+30.1%0.942%
2/14/2025 Nebula Research & Development LLC43,130$347K0.0%N/A0.071%
2/14/2025 Price T Rowe Associates Inc. MD54,831$442K0.0%+12.9%0.090%
2/14/2025 Tower Research Capital LLC TRC40,097$323K0.0%+1,554.8%0.066%
2/14/2025 MetLife Investment Management LLC30,123$242K0.0%+13.2%0.050%
2/13/2025 XTX Topco Ltd11,944$96K0.0%N/A0.020%
2/13/2025 Mariner LLC19,764$159K0.0%N/A0.033%
2/13/2025 Barclays PLC212,433$1.71M0.0%+182.1%0.350%
2/13/2025 LSV Asset Management83,461$672K0.0%-2.8%0.137%
2/13/2025 Renaissance Technologies LLC722,000$5.81M0.0%-43.0%1.189%
2/13/2025 Legal & General Group Plc47,512$382K0.0%+32.0%0.078%
2/13/2025 Invesco Ltd.2,324,820$18.72M0.0%+2,346.8%3.828%
2/13/2025 Russell Investments Group Ltd.9,154$74K0.0%+55.6%0.015%
2/13/2025 Envestnet Asset Management Inc.13,460$108K0.0%N/A0.022%
2/13/2025 Wells Fargo & Company MN54,854$442K0.0%+7.2%0.090%
2/12/2025 EMG Holdings L.P.150,817$1.21M0.7%N/A0.248%
2/12/2025 Geode Capital Management LLC1,351,663$10.88M0.0%+10.4%2.226%
2/12/2025 Alliancebernstein L.P.44,063$355K0.0%-22.3%0.073%
2/12/2025 New Age Alpha Advisors LLC17,282$139K0.0%N/A0.028%
2/12/2025 JPMorgan Chase & Co.26,841$216K0.0%-81.1%0.044%
2/11/2025 Segall Bryant & Hamill LLC500,302$4.03M0.1%-6.9%0.824%
2/11/2025 Corebridge Financial Inc.27,455$221K0.0%+4.7%0.045%
2/11/2025 Vanguard Group Inc.3,193,984$25.71M0.0%+6.9%5.259%
2/11/2025 KLP Kapitalforvaltning AS9,650$81K0.0%N/A0.016%
2/11/2025 Virtu Financial LLC33,906$273K0.0%N/A0.056%
2/11/2025 Quantbot Technologies LP53,957$434K0.0%N/A0.089%
2/11/2025 Intech Investment Management LLC22,167$178K0.0%+72.1%0.037%
2/10/2025 Swiss National Bank107,801$868K0.0%+12.8%0.178%
2/7/2025 PNC Financial Services Group Inc.4,638$37K0.0%+427.0%0.008%
2/6/2025 Arizona State Retirement System15,909$128K0.0%+22.8%0.026%
2/6/2025 Charles Schwab Investment Management Inc.473,677$3.81M0.0%+10.9%0.780%
2/4/2025 PL Capital Advisors LLC3,220,000$25.92M0.3%+705.0%5.302%
2/4/2025 Bank of New York Mellon Corp132,654$1.07M0.0%+1.9%0.218%
1/31/2025 Atria Wealth Solutions Inc.36,175$291K0.0%N/A0.060%
1/30/2025 Rhumbline Advisers84,603$681K0.0%+1.8%0.139%
1/29/2025 Van ECK Associates Corp641,390$5.16M0.0%+30.5%1.056%
1/22/2025 PFG Investments LLC30,568$246K0.0%-7.4%0.050%
1/21/2025 Firethorn Wealth Partners LLC61,467$495K0.2%-8.8%0.101%
1/17/2025 SG Americas Securities LLC24,300$196K0.0%+32.9%0.040%
1/14/2025 180 Wealth Advisors LLC14,026$113K0.0%+22.1%0.023%
Trump wipes out trillions overnight… (Ad)

Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out nearly $5 trillion in wealth from the S&P 500 and $6.4 trillion from the Dow Jones… Not to mention the countless trillions of dollars lost in every market around the world… leaving the major political powers scrambling in fear of Trump’s next move.

Whether you take some of that wealth for yourself depends on if you watch this controversial exposé
1/7/2025 Range Financial Group LLC21,951$177K0.1%N/A0.036%
12/26/2024 JPMorgan Chase & Co.141,974$1.33M0.0%+134.7%0.234%
11/19/2024 Barclays PLC75,303$708K0.0%+326.5%0.124%
11/19/2024 McIlrath & Eck LLC6,648$62K0.0%N/A0.011%
11/16/2024 Geode Capital Management LLC1,224,795$11.50M0.0%+7.0%2.017%
11/15/2024 Barclays PLC75,303$708K0.0%+326.5%0.124%
11/15/2024 Zacks Investment Management10,039$94K0.0%N/A0.017%
11/15/2024 State Street Corp1,013,514$9.52M0.0%+1.3%1.669%
11/15/2024 ClearAlpha Technologies LP31,832$299K0.1%-9.5%0.052%
11/14/2024 Verition Fund Management LLC69,752$655K0.0%+6.1%0.115%
(Data available from 1/1/2016 forward)

IVR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVR shares?

During the previous two years, 117 institutional investors and hedge funds held shares of Invesco Mortgage Capital. The most heavily invested institutionals were Vanguard Group Inc. ($27.09M), Invesco Ltd. ($18.65M), Balyasny Asset Management L.P. ($11.73M), Geode Capital Management LLC ($10.88M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($10.22M), State Street Corp ($9.52M), and Two Sigma Investments LP ($7.40M).Learn more on IVR's institutional investors.

What percentage of Invesco Mortgage Capital stock is owned by institutional investors?

40.54% of Invesco Mortgage Capital stock is owned by institutional investors. Learn more on IVR's institutional investor holdings.

Which institutional investors have been buying Invesco Mortgage Capital stock?

Of the 103 institutional investors that purchased Invesco Mortgage Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PL Capital Advisors LLC ($3.19M), Invesco Ltd. ($2.27M), Jupiter Asset Management Ltd. ($1.20M), Wolverine Asset Management LLC ($820.42K), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($780.23K), Balyasny Asset Management L.P. ($730.50K), and Vanguard Group Inc. ($652.76K).

How much institutional buying is happening at Invesco Mortgage Capital?

Institutional investors have bought a total of 14,176,958 shares in the last 24 months. This purchase volume represents approximately $120.85M in transactions.

Which Invesco Mortgage Capital major shareholders have been selling company stock?

Of the 38 institutional investors that sold Invesco Mortgage Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jupiter Asset Management Ltd. ($763.87K), PL Capital Advisors LLC ($652.89K), Renaissance Technologies LLC ($545.25K), GSA Capital Partners LLP ($243.31K), Barclays PLC ($151.89K), Two Sigma Investments LP ($138.60K), and Two Sigma Advisers LP ($133.40K).

How much institutional selling is happening at Invesco Mortgage Capital?

Institutional investors have sold a total of 3,326,839 shares in the last 24 months. This volume of shares sold represents approximately $29.39M in transactions.



This page (NYSE:IVR) was last updated on 6/13/2025 by MarketBeat.com Staff
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