Invesco Mortgage Capital (IVR) Institutional Ownership

$7.84 +0.01 (+0.17%)

As of 02:02 PM Eastern

Current Institutional Ownership Percentage: 40.54%
Number of Institutional Buyers (last 12 months): 90
Total Institutional Inflows (last 12 months): $54.04M

Number of Institutional Sellers (last 12 months): 33
Total Institutional Outflows (last 12 months): $27.41M

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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
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%
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%
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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%
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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%
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%
1/26/2026	CWM LLC	13,648	$115K	0.0%	+81.6%	0.019%
1/16/2026	FNY Investment Advisers LLC	3,400	$28K	0.0%	N/A	0.005%
1/15/2026	Nisa Investment Advisors LLC	9,317	$83K	0.0%	-28.3%	0.013%
1/15/2026	Range Financial Group LLC	28,083	$236K	0.1%	+6.8%	0.040%
1/14/2026	Spire Wealth Management	8,537	$72K	0.0%	+654.2%	0.012%
1/9/2026	180 Wealth Advisors LLC	20,575	$173K	0.0%	+7.8%	0.029%
1/8/2026	Firethorn Wealth Partners LLC	72,808	$612K	0.2%	-2.2%	0.103%
1/8/2026	Wealth Enhancement Advisory Services LLC	11,416	$97K	0.0%	N/A	0.016%
1/1/2026	JPMorgan Chase & Co.	74,433	$563K	0.0%	+129.5%	0.105%
11/17/2025	PharVision Advisers LLC	12,399	$94K	0.1%	N/A	0.017%
11/17/2025	Verition Fund Management LLC	87,552	$662K	0.0%	-44.4%	0.123%
11/17/2025	Millennium Management LLC	1,523,395	$11.52M	0.0%	+1,607.0%	2.147%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1,544,194	$11.67M	0.0%	+7.9%	2.177%
11/17/2025	Bank of America Corp DE	26,231	$198K	0.0%	-60.1%	0.037%
11/17/2025	Alliancebernstein L.P.	79,663	$602K	0.0%	+27.9%	0.112%
11/17/2025	Ameriprise Financial Inc.	340,898	$2.58M	0.0%	+1.2%	0.481%
11/14/2025	Raymond James Financial Inc.	67,684	$512K	0.0%	+550.9%	0.095%
11/14/2025	California State Teachers Retirement System	66,377	$502K	0.0%	+29.8%	0.094%
11/14/2025	Zurcher Kantonalbank Zurich Cantonalbank	30,923	$234K	0.0%	+36.5%	0.044%
11/14/2025	UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC	166,910	$1.26M	0.0%	-46.2%	0.235%
11/14/2025	Two Sigma Investments LP	1,017,198	$7.69M	0.0%	+66.0%	1.434%
11/14/2025	Squarepoint Ops LLC	71,946	$544K	0.0%	-27.5%	0.101%
11/14/2025	Comerica Bank	5,120	$39K	0.0%	+1,722.1%	0.007%
Goldman Sachs just told you what to buy (most people missed it) (Ad) Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free. See the stock positioned to solve AI's biggest power crisis
11/13/2025	Invesco Ltd.	2,356,631	$17.82M	0.0%	+3.8%	3.322%
11/13/2025	UBS Group AG	648,451	$4.90M	0.0%	+13.5%	0.914%
11/13/2025	BNP Paribas Financial Markets	12,917	$98K	0.0%	+130.7%	0.018%
11/13/2025	Franklin Resources Inc.	44,993	$340K	0.0%	N/A	0.063%
11/13/2025	Van ECK Associates Corp	663,200	$5.01M	0.0%	-3.8%	0.935%
11/13/2025	WINTON GROUP Ltd	14,600	$110K	0.0%	N/A	0.021%
11/13/2025	Russell Investments Group Ltd.	31,124	$235K	0.0%	+122.3%	0.044%
11/12/2025	Picton Mahoney Asset Management	126,353	$955K	0.0%	N/A	0.178%
11/12/2025	Segall Bryant & Hamill LLC	436,929	$3.30M	0.0%	-3.7%	0.616%
11/12/2025	Quantbot Technologies LP	131,142	$991K	0.0%	-13.8%	0.185%

IVR Institutional Ownership - Frequently Asked Questions

During the previous two years, 128 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 117 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 6,841,656 shares in the last 24 months. This purchase volume represents approximately $54.04M 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 Segall Bryant & Hamill LLC ($82.35K).

Institutional investors have sold a total of 3,364,090 shares in the last 24 months. This volume of shares sold represents approximately $27.41M in transactions.

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This page (NYSE:IVR) was last updated on 6/3/2026 by MarketBeat.com Staff.

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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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