Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free IVR Stock Alerts

Invesco Mortgage Capital (IVR) Institutional Ownership

Invesco Mortgage Capital logo
$7.53 -0.02 (-0.26%)
As of 08/21/2026 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
40.54%
Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$123.04M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$20.34M
Get IVR Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco Mortgage Capital stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

IVR Institutional Buying and Selling by Quarter

Invesco Mortgage Capital Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Two Sigma Securities LLC81,219$642K0.1%N/A0.075%
8/19/2026 Van ECK Associates Corp1,073,203$8.48M0.0%+10.6%0.997%
8/18/2026 Equitable Holdings Inc.11,360$90K0.0%N/A0.011%
8/17/2026 Bank of America Corp DE350,673$2.77M0.0%-14.6%0.326%
8/15/2026 Odyssean LLC374,410$2.96M0.5%+144.9%0.348%
8/14/2026 Legal & General Group Plc15,769$125K0.0%N/A0.015%
8/14/2026 The Manufacturers Life Insurance Company 21,223$168K0.0%N/A0.020%
8/14/2026 Visionary Wealth Advisors14,900$118K0.0%N/A0.014%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.34,390$272K0.0%N/A0.032%
8/12/2026 Quantbot Technologies LP69,792$551K0.0%N/A0.065%
8/12/2026 Ieq Capital LLC130,496$1.03M0.0%N/A0.121%
8/11/2026 Allworth Financial LP7,593$60K0.0%N/A0.007%
8/11/2026 Virtus Advisers LLC16,704$132K0.1%N/A0.016%
8/11/2026 Oxford Financial Group LTD. LLC10,000$79K0.0%N/A0.009%
8/7/2026 BlackRock Inc.8,805,376$69.56M0.0%N/A9.486%
8/7/2026 Pallas Capital Advisors LLC20,275$160K0.0%N/A0.022%
8/7/2026 Deutsche Bank AG89,002$703K0.0%N/A0.096%
8/6/2026 Global Retirement Partners LLC8,813$70K0.0%N/A0.009%
8/6/2026 Bank of New York Mellon Corp264,202$2.09M0.0%N/A0.285%
8/6/2026 State of Wyoming33,619$266K0.0%N/A0.036%
8/6/2026 GSA Capital Partners LLP29,481$233K0.0%N/A0.032%
7/7/2026 180 Wealth Advisors LLC24,597$194K0.0%+7.4%0.026%
7/1/2026 PVG Asset Management Corp133,630$1.06M0.6%+3.9%0.144%
6/16/2026 PVG Asset Management Corp128,660$1.04M0.7%N/A0.139%
5/22/2026 Segall Bryant & Hamill LLC441,284$3.57M0.0%-4.9%0.475%
5/19/2026 Bank of America Corp DE410,787$3.32M0.0%+190.1%0.443%
5/16/2026 The Manufacturers Life Insurance Company19,101$154K0.0%-6.9%0.021%
5/16/2026 Quantinno Capital Management LP45,497$368K0.0%+24.0%0.049%
5/14/2026 Renaissance Technologies LLC677,100$5.47M0.0%+42.4%0.729%
5/14/2026 Sei Investments Co.102,771$830K0.0%+596.1%0.111%
5/14/2026 State of Wyoming41,004$331K0.0%+394.4%0.044%
5/13/2026 Cetera Investment Advisers222,127$1.80M0.0%+6.9%0.239%
5/6/2026 Morling Financial Advisors LLC20,292$164K0.1%N/A0.023%
5/5/2026 Bank of New York Mellon Corp181,596$1.47M0.0%+0.8%0.209%
5/1/2026 180 Wealth Advisors LLC22,907$185K0.0%+11.3%0.026%
4/30/2026 Range Financial Group LLC30,845$249K0.1%+9.8%0.035%
4/30/2026 Kestra Advisory Services LLC18,894$155K0.0%+387.3%0.022%
4/27/2026 PFG Investments LLC66,709$539K0.0%+4.4%0.077%
4/25/2026 Able Wealth Management LLC11,003$87K0.0%N/A0.013%
2/25/2026KW Wealth Management LLC10,207$86K0.1%-22.4%0.014%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
2/19/2026 Invesco Ltd.2,555,890$21.50M0.0%+8.5%3.602%
2/18/2026 Mercer Global Advisors Inc. ADV15,284$129K0.0%N/A0.022%
2/18/2026 Vident Advisory LLC30,940$260K0.0%+8.8%0.044%
2/18/2026 XTX Topco Ltd36,326$306K0.0%N/A0.051%
2/18/2026 Zacks Investment Management251,349$2.11M0.0%+22.4%0.354%
2/18/2026 Summit Securities Group LLC6,800$57K0.0%N/A0.010%
2/18/2026 Odyssean LLC45,640$384K0.3%N/A0.064%
2/18/2026 Millennium Management LLC483,795$4.07M0.0%-68.2%0.682%
2/18/2026 Engineers Gate Manager LP54,746$460K0.0%+45.5%0.077%
2/18/2026 Caption Management LLC5,099$43K0.0%N/A0.007%
2/17/2026 AQR Capital Management LLC284,580$2.39M0.0%+84.8%0.401%
2/17/2026 Cetera Investment Advisers207,766$1.75M0.0%-1.4%0.293%
2/17/2026 Jain Global LLC71,500$601K0.0%N/A0.101%
2/17/2026 Price T Rowe Associates Inc. MD79,614$670K0.0%-9.5%0.112%
2/17/2026 Osaic Holdings Inc.29,747$250K0.0%-39.9%0.042%
2/17/2026California State Teachers Retirement System4,414$37K0.0%-93.4%0.006%
2/17/2026 Russell Investments Group Ltd.26,981$227K0.0%-13.3%0.038%
2/17/2026 Graham Capital Management L.P.76,384$642K0.0%-50.8%0.108%
2/16/2026 Squarepoint Ops LLC16,950$143K0.0%-76.4%0.024%
2/16/2026 Verition Fund Management LLC89,700$754K0.0%+2.5%0.126%
2/16/2026 Mariner LLC11,809$99K0.0%N/A0.017%
2/16/2026 Entropy Technologies LP16,283$137K0.0%N/A0.023%
2/16/2026 Barclays PLC126,981$1.07M0.0%+32.5%0.179%
2/13/2026 Kestra Advisory Services LLC3,877$33K0.0%N/A0.005%
2/13/2026 Marshall Wace LLP15,040$126K0.0%N/A0.021%
2/13/2026 Segall Bryant & Hamill LLC464,264$3.90M0.1%+6.3%0.654%
2/13/2026 Visionary Wealth Advisors14,900$125K0.0%N/A0.021%
2/13/2026 Virtus Advisers LLC21,576$181K0.1%+46.8%0.030%
2/13/2026 Charles Schwab Investment Management Inc.596,027$5.01M0.0%+6.0%0.840%
2/13/2026 State Street Corp1,329,603$11.65M0.0%-5.3%1.874%
2/13/2026 Van ECK Associates Corp802,335$6.75M0.0%+21.0%1.131%
2/13/2026 Ieq Capital LLC75,002$631K0.0%+207.4%0.106%
2/13/2026 Wells Fargo & Company MN149,947$1.26M0.0%+109.2%0.211%
2/12/2026Brooklyn Investment Group11,126$93K0.0%N/A0.016%
2/12/2026 MetLife Investment Management LLC39,932$336K0.0%+37.9%0.056%
2/12/2026 Renaissance Technologies LLC475,600$4M0.0%-30.2%0.670%
2/12/2026 Nuveen LLC125,250$1.05M0.0%-18.1%0.177%
2/11/2026 Deutsche Bank AG43,006$362K0.0%+15.0%0.061%
2/11/2026 Cerity Partners LLC11,711$98K0.0%N/A0.017%
2/11/2026 Los Angeles Capital Management LLC119,252$1.00M0.0%N/A0.168%
2/11/2026 State of Wyoming8,294$70K0.0%N/A0.012%
2/10/2026 Goldman Sachs Group Inc.655,581$5.51M0.0%+3.6%0.924%
2/10/2026 Northwestern Mutual Wealth Management Co.3,044$26K0.0%+3,282.2%0.004%
2/10/2026 Intech Investment Management LLC32,618$274K0.0%+6.5%0.046%
2/9/2026 Geode Capital Management LLC1,708,181$14.37M0.0%+6.3%2.408%
2/6/2026 LSV Asset Management67,810$570K0.0%-8.1%0.096%
2/6/2026 PNC Financial Services Group Inc.15,205$128K0.0%-17.2%0.021%
2/6/2026 ProShare Advisors LLC13,101$110K0.0%+14.3%0.018%
2/2/2026 Wolverine Asset Management LLC781,547$6.57M0.1%-34.4%1.102%
1/30/2026 Ares Financial Consulting LLC15,648$132K0.1%N/A0.022%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
1/29/2026 UBS Group AG1,094,468$9.20M0.0%+68.8%1.543%
1/26/2026CWM LLC13,648$115K0.0%+81.6%0.019%
1/16/2026 FNY Investment Advisers LLC3,400$28K0.0%N/A0.005%
1/15/2026 Nisa Investment Advisors LLC9,317$83K0.0%-28.3%0.013%
1/15/2026 Range Financial Group LLC28,083$236K0.1%+6.8%0.040%
1/14/2026 Spire Wealth Management8,537$72K0.0%+654.2%0.012%
1/9/2026 180 Wealth Advisors LLC20,575$173K0.0%+7.8%0.029%
1/8/2026 Firethorn Wealth Partners LLC72,808$612K0.2%-2.2%0.103%
1/8/2026 Wealth Enhancement Advisory Services LLC11,416$97K0.0%N/A0.016%
1/1/2026 JPMorgan Chase & Co.74,433$563K0.0%+129.5%0.105%


IVR Institutional Ownership - Frequently Asked Questions

During the previous two years, 135 institutional investors and hedge funds held shares of Invesco Mortgage Capital. The most heavily invested institutionals were BlackRock Inc. ($69.56M), Vanguard Group Inc. ($28.18M), Invesco Ltd. ($21.50M), Geode Capital Management LLC ($14.37M), Balyasny Asset Management L.P. ($11.73M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($11.67M), and State Street Corp ($11.65M).Learn more on Invesco Mortgage Capital's institutional investors.

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

Of the 125 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: BlackRock Inc. ($8.81M), PL Capital Advisors LLC ($3.02M), Invesco Ltd. ($2.55M), Millennium Management LLC ($1.43M), Wolverine Asset Management LLC ($1.30M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($1.03M), and Jupiter Asset Management Ltd. ($886.74K).

Institutional investors have bought a total of 15,560,634 shares in the last 24 months. This purchase volume represents approximately $123.04M in transactions.

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: Millennium Management LLC ($1.04M), Wolverine Asset Management LLC ($409.52K), Renaissance Technologies LLC ($205.65K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($143.35K), Bank of America Corp DE ($99.59K), Squarepoint Ops LLC ($82.30K), and Graham Capital Management L.P. ($79K).

Institutional investors have sold a total of 2,462,877 shares in the last 24 months. This volume of shares sold represents approximately $20.34M in transactions.


Related Companies

Institutional ownership data for NYSE:IVR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel