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Invesco Mortgage Capital (IVR) Institutional Ownership

Invesco Mortgage Capital logo
$8.18 +0.01 (+0.06%)
As of 10:22 AM 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)
91
Total
Institutional Inflows
(last 12 months)
$57.08M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$27.32M
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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
5/14/2026Sei Investments Co.102,771$830K0.0%+596.1%0.111%
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%
5/6/2026 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%
2/25/2026 KW Wealth Management LLC10,207$86K0.1%-22.4%0.014%
2/19/2026 Invesco 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%
2/18/2026 Summit 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%
2/17/2026 Russell 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%
2/13/2026 Kestra 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%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

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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%
2/13/2026 Wells Fargo & Company MN149,947$1.26M0.0%+109.2%0.211%
2/12/2026 Brooklyn 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%
2/12/2026 Nuveen LLC125,250$1.05M0.0%-18.1%0.177%
2/11/2026 Deutsche Bank AG43,006$362K0.0%+15.0%0.061%
2/11/2026Cerity Partners LLC11,711$98K0.0%N/A0.017%
2/11/2026 Los Angeles Capital Management LLC119,252$1.00M0.0%N/A0.168%
2/11/2026State of Wyoming8,294$70K0.0%N/A0.012%
2/10/2026Goldman Sachs Group Inc.655,581$5.51M0.0%+3.6%0.924%
2/10/2026 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%
2/9/2026Geode 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%
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%
1/1/2026JPMorgan Chase & Co.74,433$563K0.0%+129.5%0.105%
11/17/2025 PharVision Advisers LLC12,399$94K0.1%N/A0.017%
11/17/2025Verition Fund Management LLC87,552$662K0.0%-44.4%0.123%
11/17/2025Millennium Management LLC1,523,395$11.52M0.0%+1,607.0%2.147%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,544,194$11.67M0.0%+7.9%2.177%
11/17/2025Bank of America Corp DE26,231$198K0.0%-60.1%0.037%
11/17/2025Alliancebernstein L.P.79,663$602K0.0%+27.9%0.112%
11/17/2025Ameriprise Financial Inc.340,898$2.58M0.0%+1.2%0.481%
11/14/2025Raymond James Financial Inc.67,684$512K0.0%+550.9%0.095%
11/14/2025California State Teachers Retirement System66,377$502K0.0%+29.8%0.094%
11/14/2025Zurcher Kantonalbank Zurich Cantonalbank 30,923$234K0.0%+36.5%0.044%
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC166,910$1.26M0.0%-46.2%0.235%
11/14/2025Two Sigma Investments LP1,017,198$7.69M0.0%+66.0%1.434%
11/14/2025Squarepoint Ops LLC71,946$544K0.0%-27.5%0.101%
11/14/2025Comerica Bank5,120$39K0.0%+1,722.1%0.007%
11/13/2025 Invesco Ltd.2,356,631$17.82M0.0%+3.8%3.322%
11/13/2025 UBS Group AG648,451$4.90M0.0%+13.5%0.914%
11/13/2025 BNP Paribas Financial Markets12,917$98K0.0%+130.7%0.018%
11/13/2025Franklin Resources Inc.44,993$340K0.0%N/A0.063%
11/13/2025Van ECK Associates Corp663,200$5.01M0.0%-3.8%0.935%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
11/13/2025 WINTON GROUP Ltd14,600$110K0.0%N/A0.021%
11/13/2025 Russell Investments Group Ltd.31,124$235K0.0%+122.3%0.044%
11/12/2025Picton Mahoney Asset Management126,353$955K0.0%N/A0.178%
11/12/2025Segall Bryant & Hamill LLC436,929$3.30M0.0%-3.7%0.616%
11/12/2025Quantbot Technologies LP131,142$991K0.0%-13.8%0.185%
11/12/2025 Intech Investment Management LLC30,635$232K0.0%+23.3%0.043%
11/7/2025Vanguard Group Inc.3,727,534$28.18M0.0%+1.4%5.622%
11/7/2025JPMorgan Chase & Co.74,433$563K0.0%+129.5%0.112%
11/7/2025 PNC Financial Services Group Inc.18,368$139K0.0%-9.0%0.028%
11/6/2025 LSV Asset Management73,759$558K0.0%-9.6%0.111%


IVR Institutional Ownership - Frequently Asked Questions

During the previous two years, 129 institutional investors and hedge funds held shares of Invesco Mortgage Capital. The most heavily invested institutionals were 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), State Street Corp ($11.65M), and UBS Group AG ($9.20M).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 118 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 ($3.02M), Invesco Ltd. ($2.55M), Millennium Management LLC ($1.43M), Wolverine Asset Management LLC ($1.30M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($1.03M), Jupiter Asset Management Ltd. ($886.74K), and Van ECK Associates Corp ($780.53K).

Institutional investors have bought a total of 7,235,418 shares in the last 24 months. This purchase volume represents approximately $57.08M in transactions.

Of the 33 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), Jupiter Asset Management Ltd. ($764.41K), 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), Invesco Ltd. ($93.46K), and Squarepoint Ops LLC ($82.30K).

Institutional investors have sold a total of 3,353,227 shares in the last 24 months. This volume of shares sold represents approximately $27.32M in transactions.


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This page (NYSE:IVR) was last updated on 5/14/2026 by MarketBeat.com Staff.
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