Invesco Mortgage Capital (IVR) Institutional Ownership

$6.82 -0.10 (-1.37%)

Closing price 09/11/2026 03:58 PM Eastern

Extended Trading

$6.83 +0.01 (+0.22%)

As of 09/11/2026 07:57 PM Eastern

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Current Institutional Ownership Percentage: 40.54%
Number of Institutional Buyers (last 12 months): 90
Total Institutional Inflows (last 12 months): $124.20M

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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	The Manufacturers Life Insurance Company	21,223	$168K	0.0%	+11.1%	0.020%
9/9/2026	WINTON GROUP Ltd	92,000	$727K	0.0%	N/A	0.085%
9/9/2026	Engineers Gate Manager LP	225,000	$1.78M	0.0%	-30.2%	0.209%
9/9/2026	Integrated Wealth Concepts LLC	13,200	$104K	0.0%	+20.3%	0.012%
9/9/2026	IFP Advisors Inc	60,872	$481K	0.0%	+1,697.8%	0.057%
9/9/2026	Squarepoint Ops LLC	142,866	$1.13M	0.0%	+36.0%	0.133%
9/8/2026	Allworth Financial LP	7,593	$60K	0.0%	+22.9%	0.007%
8/24/2026	California State Teachers Retirement System	8,532	$67K	0.0%	+100.7%	0.008%
8/23/2026	Straight Path Wealth Management	59,500	$470K	0.1%	+12.3%	0.055%
8/20/2026	Two Sigma Securities LLC	81,219	$642K	0.1%	N/A	0.075%
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8/19/2026	Van ECK Associates Corp	1,073,203	$8.48M	0.0%	+10.6%	0.997%
8/18/2026	Equitable Holdings Inc.	11,360	$90K	0.0%	N/A	0.011%
8/17/2026	Bank of America Corp DE	350,673	$2.77M	0.0%	-14.6%	0.326%
8/15/2026	Odyssean LLC	374,410	$2.96M	0.5%	+144.9%	0.348%
8/14/2026	Legal & General Group Plc	15,769	$125K	0.0%	N/A	0.015%
8/14/2026	The Manufacturers Life Insurance Company	21,223	$168K	0.0%	N/A	0.020%
8/14/2026	Visionary Wealth Advisors	14,900	$118K	0.0%	N/A	0.014%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	34,390	$272K	0.0%	N/A	0.032%
8/12/2026	Quantbot Technologies LP	69,792	$551K	0.0%	N/A	0.065%
8/12/2026	Ieq Capital LLC	130,496	$1.03M	0.0%	N/A	0.121%
8/11/2026	Allworth Financial LP	7,593	$60K	0.0%	N/A	0.007%
8/11/2026	Virtus Advisers LLC	16,704	$132K	0.1%	N/A	0.016%
8/11/2026	Oxford Financial Group LTD. LLC	10,000	$79K	0.0%	N/A	0.009%
8/7/2026	BlackRock Inc.	8,805,376	$69.56M	0.0%	N/A	9.486%
8/7/2026	Pallas Capital Advisors LLC	20,275	$160K	0.0%	N/A	0.022%
8/7/2026	Deutsche Bank AG	89,002	$703K	0.0%	N/A	0.096%
8/6/2026	Global Retirement Partners LLC	8,813	$70K	0.0%	N/A	0.009%
8/6/2026	Bank of New York Mellon Corp	264,202	$2.09M	0.0%	N/A	0.285%
8/6/2026	State of Wyoming	33,619	$266K	0.0%	N/A	0.036%
8/6/2026	GSA Capital Partners LLP	29,481	$233K	0.0%	N/A	0.032%
7/7/2026	180 Wealth Advisors LLC	24,597	$194K	0.0%	+7.4%	0.026%
7/1/2026	PVG Asset Management Corp	133,630	$1.06M	0.6%	+3.9%	0.144%
6/16/2026	PVG Asset Management Corp	128,660	$1.04M	0.7%	N/A	0.139%
5/22/2026	Segall Bryant & Hamill LLC	441,284	$3.57M	0.0%	-4.9%	0.475%
5/19/2026	Bank of America Corp DE	410,787	$3.32M	0.0%	+190.1%	0.443%
5/16/2026	The Manufacturers Life Insurance Company	19,101	$154K	0.0%	-6.9%	0.021%
5/16/2026	Quantinno Capital Management LP	45,497	$368K	0.0%	+24.0%	0.049%
5/14/2026	Renaissance Technologies LLC	677,100	$5.47M	0.0%	+42.4%	0.729%
5/14/2026	Sei Investments Co.	102,771	$830K	0.0%	+596.1%	0.111%
5/14/2026	State of Wyoming	41,004	$331K	0.0%	+394.4%	0.044%
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5/13/2026	Cetera Investment Advisers	222,127	$1.80M	0.0%	+6.9%	0.239%
5/6/2026	Morling Financial Advisors LLC	20,292	$164K	0.1%	N/A	0.023%
5/5/2026	Bank of New York Mellon Corp	181,596	$1.47M	0.0%	+0.8%	0.209%
5/1/2026	180 Wealth Advisors LLC	22,907	$185K	0.0%	+11.3%	0.026%
4/30/2026	Range Financial Group LLC	30,845	$249K	0.1%	+9.8%	0.035%
4/30/2026	Kestra Advisory Services LLC	18,894	$155K	0.0%	+387.3%	0.022%
4/27/2026	PFG Investments LLC	66,709	$539K	0.0%	+4.4%	0.077%
4/25/2026	Able Wealth Management LLC	11,003	$87K	0.0%	N/A	0.013%
2/25/2026	KW Wealth Management LLC	10,207	$86K	0.1%	-22.4%	0.014%
2/19/2026	Invesco Ltd.	2,555,890	$21.50M	0.0%	+8.5%	3.602%
2/18/2026	Mercer Global Advisors Inc. ADV	15,284	$129K	0.0%	N/A	0.022%
2/18/2026	Vident Advisory LLC	30,940	$260K	0.0%	+8.8%	0.044%
2/18/2026	XTX Topco Ltd	36,326	$306K	0.0%	N/A	0.051%
2/18/2026	Zacks Investment Management	251,349	$2.11M	0.0%	+22.4%	0.354%
2/18/2026	Summit Securities Group LLC	6,800	$57K	0.0%	N/A	0.010%
2/18/2026	Odyssean LLC	45,640	$384K	0.3%	N/A	0.064%
2/18/2026	Millennium Management LLC	483,795	$4.07M	0.0%	-68.2%	0.682%
2/18/2026	Engineers Gate Manager LP	54,746	$460K	0.0%	+45.5%	0.077%
2/18/2026	Caption Management LLC	5,099	$43K	0.0%	N/A	0.007%
2/17/2026	AQR Capital Management LLC	284,580	$2.39M	0.0%	+84.8%	0.401%
2/17/2026	Cetera Investment Advisers	207,766	$1.75M	0.0%	-1.4%	0.293%
2/17/2026	Jain Global LLC	71,500	$601K	0.0%	N/A	0.101%
2/17/2026	Price T Rowe Associates Inc. MD	79,614	$670K	0.0%	-9.5%	0.112%
2/17/2026	Osaic Holdings Inc.	29,747	$250K	0.0%	-39.9%	0.042%
2/17/2026	California State Teachers Retirement System	4,414	$37K	0.0%	-93.4%	0.006%
2/17/2026	Russell Investments Group Ltd.	26,981	$227K	0.0%	-13.3%	0.038%
2/17/2026	Graham Capital Management L.P.	76,384	$642K	0.0%	-50.8%	0.108%
2/16/2026	Squarepoint Ops LLC	16,950	$143K	0.0%	-76.4%	0.024%
2/16/2026	Verition Fund Management LLC	89,700	$754K	0.0%	+2.5%	0.126%
2/16/2026	Mariner LLC	11,809	$99K	0.0%	N/A	0.017%
2/16/2026	Entropy Technologies LP	16,283	$137K	0.0%	N/A	0.023%
2/16/2026	Barclays PLC	126,981	$1.07M	0.0%	+32.5%	0.179%
2/13/2026	Kestra Advisory Services LLC	3,877	$33K	0.0%	N/A	0.005%
2/13/2026	Marshall Wace LLP	15,040	$126K	0.0%	N/A	0.021%
2/13/2026	Segall Bryant & Hamill LLC	464,264	$3.90M	0.1%	+6.3%	0.654%
2/13/2026	Visionary Wealth Advisors	14,900	$125K	0.0%	N/A	0.021%
2/13/2026	Virtus Advisers LLC	21,576	$181K	0.1%	+46.8%	0.030%
2/13/2026	Charles Schwab Investment Management Inc.	596,027	$5.01M	0.0%	+6.0%	0.840%
2/13/2026	State Street Corp	1,329,603	$11.65M	0.0%	-5.3%	1.874%
2/13/2026	Van ECK Associates Corp	802,335	$6.75M	0.0%	+21.0%	1.131%
2/13/2026	Ieq Capital LLC	75,002	$631K	0.0%	+207.4%	0.106%
2/13/2026	Wells Fargo & Company MN	149,947	$1.26M	0.0%	+109.2%	0.211%
2/12/2026	Brooklyn Investment Group	11,126	$93K	0.0%	N/A	0.016%
2/12/2026	MetLife Investment Management LLC	39,932	$336K	0.0%	+37.9%	0.056%
2/12/2026	Renaissance Technologies LLC	475,600	$4M	0.0%	-30.2%	0.670%
2/12/2026	Nuveen LLC	125,250	$1.05M	0.0%	-18.1%	0.177%
2/11/2026	Deutsche Bank AG	43,006	$362K	0.0%	+15.0%	0.061%
2/11/2026	Cerity Partners LLC	11,711	$98K	0.0%	N/A	0.017%
2/11/2026	Los Angeles Capital Management LLC	119,252	$1.00M	0.0%	N/A	0.168%
2/11/2026	State of Wyoming	8,294	$70K	0.0%	N/A	0.012%
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2/10/2026	Goldman Sachs Group Inc.	655,581	$5.51M	0.0%	+3.6%	0.924%
2/10/2026	Northwestern Mutual Wealth Management Co.	3,044	$26K	0.0%	+3,282.2%	0.004%
2/10/2026	Intech Investment Management LLC	32,618	$274K	0.0%	+6.5%	0.046%
2/9/2026	Geode Capital Management LLC	1,708,181	$14.37M	0.0%	+6.3%	2.408%
2/6/2026	LSV Asset Management	67,810	$570K	0.0%	-8.1%	0.096%
2/6/2026	PNC Financial Services Group Inc.	15,205	$128K	0.0%	-17.2%	0.021%
2/6/2026	ProShare Advisors LLC	13,101	$110K	0.0%	+14.3%	0.018%
2/2/2026	Wolverine Asset Management LLC	781,547	$6.57M	0.1%	-34.4%	1.102%
1/30/2026	Ares Financial Consulting LLC	15,648	$132K	0.1%	N/A	0.022%
1/29/2026	UBS Group AG	1,094,468	$9.20M	0.0%	+68.8%	1.543%

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), 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 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 15,706,816 shares in the last 24 months. This purchase volume represents approximately $124.20M 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 9/9/2026. New 13F filings are added each quarter as they're published.

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Invesco Mortgage Capital (IVR) Institutional Ownership

IVR Institutional Buying and Selling by Quarter

Invesco Mortgage Capital Major Shareholders & Ownership History

IVR Institutional Ownership - Frequently Asked Questions

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Invesco Mortgage Capital (IVR) Institutional Ownership

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

IVR Institutional Buying and Selling by Quarter

Invesco Mortgage Capital Major Shareholders & Ownership History

IVR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVR shares?

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

Which institutional investors have been buying Invesco Mortgage Capital's stock?

How much institutional buying is happening at Invesco Mortgage Capital?

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

How much institutional selling is happening at Invesco Mortgage Capital?

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