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INVESCO MORTGAGE CAPITAL (IVR) Institutional Ownership

INVESCO MORTGAGE CAPITAL logo
$7.34 +0.04 (+0.48%)
Closing price 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for INVESCO MORTGAGE CAPITAL (NYSE:IVR)

Current
Institutional Ownership
Percentage
40.54%
Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$100.53M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$22.11M
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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
10/9/2025 Voya Investment Management LLC11,973$91K0.0%-32.2%0.018%
9/4/2025Osaic Holdings Inc.44,199$347K0.0%+108.0%0.067%
8/27/2025Squarepoint Ops LLC99,252$778K0.0%+53.8%0.150%
8/15/2025Tower Research Capital LLC TRC 6,124$48K0.0%-72.1%0.009%
8/15/2025Vident Advisory LLC26,741$210K0.0%+89.1%0.040%
8/15/2025Engineers Gate Manager LP36,022$282K0.0%N/A0.054%
8/15/2025BNP Paribas Financial Markets5,599$44K0.0%+83.5%0.008%
8/15/2025Bank of America Corp DE65,711$515K0.0%+11.6%0.099%
8/15/2025Ameriprise Financial Inc.336,797$2.64M0.0%+77.9%0.508%
8/14/2025Jane Street Group LLC22,517$177K0.0%+23.7%0.034%
8/14/2025Raymond James Financial Inc.10,399$82K0.0%N/A0.016%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,430,586$11.22M0.0%+10.4%2.158%
8/14/2025The Manufacturers Life Insurance Company 23,694$186K0.0%+30.3%0.036%
8/14/2025Sei Investments Co.14,763$116K0.0%N/A0.022%
8/14/2025Nebula Research & Development LLC97,683$766K0.1%+13.0%0.147%
8/13/2025Marshall Wace LLP37,121$291K0.0%N/A0.056%
8/13/2025Invesco Ltd.2,269,716$17.80M0.0%-4.0%3.423%
8/13/2025Quantbot Technologies LP152,055$1.19M0.0%+357.4%0.229%
8/13/2025Russell Investments Group Ltd.14,000$110K0.0%+16.8%0.021%
8/12/2025Jaffetilchin Investment Partners LLC18,024$141K0.0%N/A0.027%
8/12/2025Segall Bryant & Hamill LLC453,848$3.56M0.0%-8.6%0.688%
8/12/2025Rhumbline Advisers104,924$823K0.0%+20.8%0.159%
8/12/2025Legal & General Group Plc62,420$489K0.0%+9.5%0.095%
8/12/2025Swiss National Bank124,701$978K0.0%+5.9%0.189%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH27,196$213K0.0%-44.0%0.041%
8/8/2025Intech Investment Management LLC24,851$195K0.0%-24.5%0.038%
8/8/2025Cetera Investment Advisers194,010$1.52M0.0%+42.0%0.294%
8/8/2025Police & Firemen s Retirement System of New Jersey14,906$117K0.0%+34.0%0.023%
8/8/2025Geode Capital Management LLC1,577,067$12.37M0.0%+4.7%2.392%
8/8/2025PNC Financial Services Group Inc.20,186$158K0.0%+173.0%0.031%
8/8/2025Jupiter Asset Management Ltd.122,328$959K0.0%-86.2%0.186%
8/6/2025Penserra Capital Management LLC139,546$1.09M0.0%+2.3%0.212%
8/4/2025Wolverine Asset Management LLC964,658$7.56M0.1%+134.6%1.463%
8/1/2025Envestnet Asset Management Inc.22,097$173K0.0%+63.1%0.034%
7/31/2025Nisa Investment Advisors LLC11,684$92K0.0%-34.6%0.018%
7/31/2025AlphaQuest LLC17,105$134K0.0%+1,393.9%0.026%
7/30/2025Bogart Wealth LLC4,711$37K0.0%+103.9%0.007%
7/29/2025Straight Path Wealth Management35,000$274K0.1%+40.0%0.053%
7/23/2025KLP Kapitalforvaltning AS16,650$131K0.0%+72.5%0.025%
7/22/2025 Firethorn Wealth Partners LLC57,602$452K0.2%-14.3%0.087%
7/18/2025PFG Investments LLC62,357$489K0.0%+97.4%0.095%
7/8/2025Range Financial Group LLC30,893$242K0.1%+17.3%0.047%
6/27/2025Goldman Sachs Group Inc.368,466$2.91M0.0%+9.3%0.559%
5/29/2025Rhumbline Advisers86,863$685K0.0%+2.7%0.132%
5/28/2025Strs Ohio10,400$82K0.0%N/A0.016%
5/19/2025Jane Street Group LLC18,200$144K0.0%N/A0.028%
5/16/2025Goldman Sachs Group Inc.368,466$2.91M0.0%+9.3%0.559%
5/16/2025Jones Financial Companies Lllp17,008$134K0.0%+4,329.2%0.026%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,295,263$10.22M0.0%+151.5%1.964%
5/15/2025Vident Advisory LLC14,143$112K0.0%N/A0.021%
5/15/2025State of Wyoming13,079$103K0.0%-50.8%0.020%
5/14/2025Corebridge Financial Inc.29,972$236K0.0%+9.2%0.045%
5/14/2025MetLife Investment Management LLC35,709$282K0.0%+18.5%0.054%
5/14/2025PL Capital Advisors LLC100,000$789K0.3%-75.0%0.152%
5/14/2025Quantbot Technologies LP33,245$262K0.0%-38.4%0.050%
5/13/2025Russell Investments Group Ltd.11,989$95K0.0%+31.0%0.018%
5/12/2025Nuveen LLC135,323$1.07M0.0%N/A0.205%
5/12/2025Entropy Technologies LP12,500$99K0.0%N/A0.019%
5/12/2025Invesco Ltd.2,363,174$18.65M0.0%+1.6%3.584%
5/12/2025Connor Clark & Lunn Investment Management Ltd.101,822$803K0.0%N/A0.154%
5/12/2025Wolverine Asset Management LLC411,163$3.24M0.0%N/A0.624%
5/12/2025Swiss National Bank117,701$929K0.0%+9.2%0.178%
5/9/2025Charles Schwab Investment Management Inc.505,059$3.99M0.0%+6.6%0.774%
5/9/2025Vanguard Group Inc.3,433,563$27.09M0.0%+7.5%5.260%
5/9/2025New Age Alpha Advisors LLC13,113$103K0.0%-24.1%0.020%
5/9/2025PNC Financial Services Group Inc.7,395$58K0.0%+59.4%0.011%
5/9/2025Jupiter Asset Management Ltd.886,738$7.00M0.1%N/A1.359%
5/6/2025Cetera Investment Advisers136,645$1.08M0.0%+7.5%0.209%
5/2/2025Segall Bryant & Hamill LLC496,297$3.92M0.1%-0.8%0.760%
5/1/2025Arizona State Retirement System17,419$137K0.0%+9.5%0.027%
4/29/2025Penserra Capital Management LLC136,359$1.08M0.0%+21.1%0.209%
4/29/2025Bank of New York Mellon Corp149,094$1.18M0.0%+12.4%0.228%
4/14/2025Range Financial Group LLC26,339$208K0.1%+20.0%0.040%
4/10/2025Firethorn Wealth Partners LLC67,185$530K0.3%+9.3%0.103%
4/8/2025Rhumbline Advisers86,863$685K0.0%+2.7%0.133%
4/7/2025GAMMA Investing LLC1,901$150K0.0%+419.4%0.003%
3/18/2025California State Teachers Retirement System51,141$412K0.0%+10.8%0.083%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH48,592$391K0.0%N/A0.079%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC44,156$355K0.0%-61.0%0.073%
2/17/2025Two Sigma Advisers LP560,300$4.51M0.0%-19.2%0.923%
2/17/2025Two Sigma Investments LP919,761$7.40M0.0%-13.1%1.515%
2/17/2025State of Wyoming26,607$214K0.0%-23.3%0.044%
2/17/2025ProShare Advisors LLC15,552$125K0.0%N/A0.026%
2/17/2025Nuveen Asset Management LLC107,065$862K0.0%-35.5%0.176%
2/17/2025Deutsche Bank AG46,322$373K0.0%+76.2%0.076%
2/17/2025CastleKnight Management LP367,818$2.96M0.1%-5.9%0.606%
2/17/2025Cetera Investment Advisers127,088$1.02M0.0%+19.6%0.209%
2/17/2025Bridgefront Capital LLC12,783$103K0.0%-22.2%0.021%
2/17/2025Balyasny Asset Management L.P.1,457,258$11.73M0.0%+100.5%2.400%
2/17/2025Bank of America Corp DE61,051$491K0.0%+32.3%0.101%
2/17/2025BNP Paribas Financial Markets6,234$50K0.0%N/A0.010%
2/17/2025Ameriprise Financial Inc.16,672$141K0.0%-9.4%0.027%
2/14/2025Freestone Grove Partners LP72,539$584K0.0%N/A0.119%
2/14/2025Northern Trust Corp572,095$4.61M0.0%+30.1%0.942%
2/14/2025Nebula Research & Development LLC43,130$347K0.0%N/A0.071%
2/14/2025Price T Rowe Associates Inc. MD54,831$442K0.0%+12.9%0.090%
2/14/2025Tower Research Capital LLC TRC40,097$323K0.0%+1,554.8%0.066%
2/14/2025MetLife Investment Management LLC30,123$242K0.0%+13.2%0.050%
2/13/2025XTX Topco Ltd11,944$96K0.0%N/A0.020%
2/13/2025Mariner LLC19,764$159K0.0%N/A0.033%
(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, 119 institutional investors and hedge funds held shares of INVESCO MORTGAGE CAPITAL. The most heavily invested institutionals were Vanguard Group Inc. ($27.09M), Invesco Ltd. ($17.80M), Geode Capital Management LLC ($12.37M), Balyasny Asset Management L.P. ($11.73M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($11.22M), State Street Corp ($9.52M), and Wolverine Asset Management LLC ($7.56M).Learn more on INVESCO MORTGAGE CAPITAL's institutional investors.

What percentage of INVESCO MORTGAGE CAPITAL's stock is owned by institutional investors?

40.54% of INVESCO MORTGAGE CAPITAL's stock is owned by institutional investors. Learn more on IVR's institutional investor holdings.

Which institutional investors have been buying INVESCO MORTGAGE CAPITAL's stock?

Of the 104 institutional investors that purchased INVESCO MORTGAGE CAPITAL's 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), Wolverine Asset Management LLC ($1.37M), Jupiter Asset Management Ltd. ($1.20M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($915.55K), 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 12,429,400 shares in the last 24 months. This purchase volume represents approximately $100.53M in transactions.

Which of INVESCO MORTGAGE CAPITAL's major shareholders have been selling company stock?

Of the 28 institutional investors that sold INVESCO MORTGAGE CAPITAL's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jupiter Asset Management Ltd. ($764.41K), Renaissance Technologies LLC ($545.25K), PL Capital Advisors LLC ($300K), GSA Capital Partners LLP ($243.31K), Two Sigma Investments LP ($138.60K), Two Sigma Advisers LP ($133.40K), and JPMorgan Chase & Co. ($115.13K).

How much institutional selling is happening at INVESCO MORTGAGE CAPITAL?

Institutional investors have sold a total of 2,732,636 shares in the last 24 months. This volume of shares sold represents approximately $22.11M in transactions.



This page (NYSE:IVR) was last updated on 10/13/2025 by MarketBeat.com Staff
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