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Invesco Mortgage Capital (IVR) Institutional Ownership

Invesco Mortgage Capital logo
$5.83 -0.24 (-3.92%)
Closing price 10/1/2026 03:59 PM Eastern
Extended Trading
$5.86 +0.03 (+0.57%)
As of 07:57 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
92
Total
Institutional Inflows
(last 12 months)
$128.22M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$21.11M
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IVR Institutional Buying and Selling by Quarter

Invesco Mortgage Capital Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Asset Management Inc.88,421$699K0.0%+358.5%0.082%
9/22/2026State Street Corp1,849,062$14.80M0.0%+31.6%1.718%
9/9/2026The Manufacturers Life Insurance Company21,223$168K0.0%+11.1%0.020%
9/9/2026WINTON GROUP Ltd92,000$727K0.0%N/A0.085%
9/9/2026Engineers Gate Manager LP225,000$1.78M0.0%-30.2%0.209%
9/9/2026Integrated Wealth Concepts LLC13,200$104K0.0%+20.3%0.012%
9/9/2026IFP Advisors Inc60,872$481K0.0%+1,697.8%0.057%
9/9/2026Squarepoint Ops LLC142,866$1.13M0.0%+36.0%0.133%
9/8/2026Allworth Financial LP7,593$60K0.0%+22.9%0.007%
8/23/2026Straight Path Wealth Management59,500$470K0.1%+12.3%0.055%
8/20/2026Two Sigma Securities LLC81,219$642K0.1%N/A0.075%
8/19/2026Van ECK Associates Corp1,073,203$8.48M0.0%+10.6%0.997%
8/18/2026Equitable Holdings Inc.11,360$90K0.0%N/A0.011%
8/17/2026Bank of America Corp DE350,673$2.77M0.0%-14.6%0.326%
8/15/2026Odyssean LLC374,410$2.96M0.5%+144.9%0.348%
8/14/2026Legal & General Group Plc15,769$125K0.0%N/A0.015%
8/14/2026The Manufacturers Life Insurance Company21,223$168K0.0%N/A0.020%
8/14/2026Visionary Wealth Advisors14,900$118K0.0%N/A0.014%
8/13/2026Connor Clark & Lunn Investment Management Ltd.34,390$272K0.0%N/A0.032%
8/12/2026Quantbot Technologies LP69,792$551K0.0%N/A0.065%
8/12/2026Ieq Capital LLC130,496$1.03M0.0%N/A0.121%
8/11/2026Allworth Financial LP7,593$60K0.0%N/A0.007%
8/11/2026Virtus Advisers LLC16,704$132K0.1%N/A0.016%
8/11/2026Oxford Financial Group LTD. LLC10,000$79K0.0%N/A0.009%
8/7/2026BlackRock Inc.8,805,376$69.56M0.0%N/A9.486%
8/7/2026Pallas Capital Advisors LLC20,275$160K0.0%N/A0.022%
8/7/2026Deutsche Bank AG89,002$703K0.0%N/A0.096%
8/6/2026Global Retirement Partners LLC8,813$70K0.0%N/A0.009%
8/6/2026Bank of New York Mellon Corp264,202$2.09M0.0%N/A0.285%
8/6/2026State of Wyoming33,619$266K0.0%N/A0.036%
8/6/2026GSA Capital Partners LLP29,481$233K0.0%N/A0.032%
7/7/2026180 Wealth Advisors LLC24,597$194K0.0%+7.4%0.026%
7/1/2026PVG Asset Management Corp133,630$1.06M0.6%+3.9%0.144%
6/16/2026PVG Asset Management Corp128,660$1.04M0.7%N/A0.139%
5/22/2026Segall Bryant & Hamill LLC441,284$3.57M0.0%-4.9%0.475%
5/19/2026Bank of America Corp DE410,787$3.32M0.0%+190.1%0.443%
5/16/2026The Manufacturers Life Insurance Company19,101$154K0.0%-6.9%0.021%
5/16/2026Quantinno Capital Management LP45,497$368K0.0%+24.0%0.049%
5/14/2026Renaissance Technologies LLC677,100$5.47M0.0%+42.4%0.729%
5/14/2026Sei Investments Co.102,771$830K0.0%+596.1%0.111%
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5/14/2026State of Wyoming41,004$331K0.0%+394.4%0.044%
5/13/2026Cetera Investment Advisers222,127$1.80M0.0%+6.9%0.239%
5/6/2026Morling Financial Advisors LLC20,292$164K0.1%N/A0.023%
5/5/2026Bank of New York Mellon Corp181,596$1.47M0.0%+0.8%0.209%
5/1/2026180 Wealth Advisors LLC22,907$185K0.0%+11.3%0.026%
4/30/2026Range Financial Group LLC30,845$249K0.1%+9.8%0.035%
4/30/2026Kestra Advisory Services LLC18,894$155K0.0%+387.3%0.022%
4/27/2026PFG Investments LLC66,709$539K0.0%+4.4%0.077%
4/25/2026Able Wealth Management LLC11,003$87K0.0%N/A0.013%
2/25/2026KW Wealth Management LLC10,207$86K0.1%-22.4%0.014%
2/19/2026Invesco Ltd.2,555,890$21.50M0.0%+8.5%3.602%
2/18/2026Mercer Global Advisors Inc. ADV15,284$129K0.0%N/A0.022%
2/18/2026Vident Advisory LLC30,940$260K0.0%+8.8%0.044%
2/18/2026XTX Topco Ltd36,326$306K0.0%N/A0.051%
2/18/2026Zacks Investment Management251,349$2.11M0.0%+22.4%0.354%
2/18/2026Summit Securities Group LLC6,800$57K0.0%N/A0.010%
2/18/2026Odyssean LLC45,640$384K0.3%N/A0.064%
2/18/2026Millennium Management LLC483,795$4.07M0.0%-68.2%0.682%
2/18/2026Engineers Gate Manager LP54,746$460K0.0%+45.5%0.077%
2/18/2026Caption Management LLC5,099$43K0.0%N/A0.007%
2/17/2026AQR Capital Management LLC284,580$2.39M0.0%+84.8%0.401%
2/17/2026Cetera Investment Advisers207,766$1.75M0.0%-1.4%0.293%
2/17/2026Jain Global LLC71,500$601K0.0%N/A0.101%
2/17/2026Price T Rowe Associates Inc. MD79,614$670K0.0%-9.5%0.112%
2/17/2026Osaic Holdings Inc.29,747$250K0.0%-39.9%0.042%
2/17/2026California State Teachers Retirement System4,414$37K0.0%-93.4%0.006%
2/17/2026Russell Investments Group Ltd.26,981$227K0.0%-13.3%0.038%
2/17/2026Graham Capital Management L.P.76,384$642K0.0%-50.8%0.108%
2/16/2026Squarepoint Ops LLC16,950$143K0.0%-76.4%0.024%
2/16/2026Verition Fund Management LLC89,700$754K0.0%+2.5%0.126%
2/16/2026Mariner LLC11,809$99K0.0%N/A0.017%
2/16/2026Entropy Technologies LP16,283$137K0.0%N/A0.023%
2/16/2026Barclays PLC126,981$1.07M0.0%+32.5%0.179%
2/13/2026Kestra Advisory Services LLC3,877$33K0.0%N/A0.005%
2/13/2026Marshall Wace LLP15,040$126K0.0%N/A0.021%
2/13/2026Segall Bryant & Hamill LLC464,264$3.90M0.1%+6.3%0.654%
2/13/2026Visionary Wealth Advisors14,900$125K0.0%N/A0.021%
2/13/2026Virtus Advisers LLC21,576$181K0.1%+46.8%0.030%
2/13/2026Charles Schwab Investment Management Inc.596,027$5.01M0.0%+6.0%0.840%
2/13/2026State Street Corp1,329,603$11.65M0.0%-5.3%1.874%
2/13/2026Van ECK Associates Corp802,335$6.75M0.0%+21.0%1.131%
2/13/2026Ieq Capital LLC75,002$631K0.0%+207.4%0.106%
2/13/2026Wells Fargo & Company MN149,947$1.26M0.0%+109.2%0.211%
2/12/2026Brooklyn Investment Group11,126$93K0.0%N/A0.016%
2/12/2026MetLife Investment Management LLC39,932$336K0.0%+37.9%0.056%
2/12/2026Renaissance Technologies LLC475,600$4M0.0%-30.2%0.670%
2/12/2026Nuveen LLC125,250$1.05M0.0%-18.1%0.177%
2/11/2026Deutsche Bank AG43,006$362K0.0%+15.0%0.061%
2/11/2026Cerity Partners LLC11,711$98K0.0%N/A0.017%
2/11/2026Los Angeles Capital Management LLC119,252$1.00M0.0%N/A0.168%
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2/11/2026State of Wyoming8,294$70K0.0%N/A0.012%
2/10/2026Goldman Sachs Group Inc.655,581$5.51M0.0%+3.6%0.924%
2/10/2026Northwestern Mutual Wealth Management Co.3,044$26K0.0%+3,282.2%0.004%
2/10/2026Intech Investment Management LLC32,618$274K0.0%+6.5%0.046%
2/9/2026Geode Capital Management LLC1,708,181$14.37M0.0%+6.3%2.408%
2/6/2026LSV Asset Management67,810$570K0.0%-8.1%0.096%
2/6/2026PNC Financial Services Group Inc.15,205$128K0.0%-17.2%0.021%
2/6/2026ProShare Advisors LLC13,101$110K0.0%+14.3%0.018%
2/2/2026Wolverine Asset Management LLC781,547$6.57M0.1%-34.4%1.102%
1/30/2026Ares Financial Consulting LLC15,648$132K0.1%N/A0.022%


IVR Institutional Ownership - Frequently Asked Questions

During the previous two years, 137 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), State Street Corp ($14.80M), Geode Capital Management LLC ($14.37M), Balyasny Asset Management L.P. ($11.73M), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($11.67M).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 127 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 16,215,555 shares in the last 24 months. This purchase volume represents approximately $128.22M in transactions.

Of the 29 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), Engineers Gate Manager LP ($97.50K), and Squarepoint Ops LLC ($82.30K).

Institutional investors have sold a total of 2,560,375 shares in the last 24 months. This volume of shares sold represents approximately $21.11M in transactions.


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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 9/23/2026. New 13F filings are added each quarter as they're published.
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