Invesco Mortgage Capital Inc. (IVR) Institutional Ownership

Ownership Summary

Invesco Mortgage Capital Inc. (NYSE:IVR) currently has 159 active institutional owners and shareholders as of today (September 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

• Institutional ownership in Invesco Mortgage Capital edged up to 45.0% in September 2025, compared to 42.7% in June 2025.
• The company experienced a 18.40% quarterly change in institutional shares held, alongside an increase of 12.77% in total owners annually.
• The latest 13F cycle for Invesco Mortgage Capital reveals that of 159 total investors, 97 funds grew their exposure, whereas 33 reduced theirs and 29 made no changes.
• The total number of shares held by institutions in Invesco Mortgage Capital increased to 32.96Mn as of September 2025, a net change of up by 5.12Mn shares quarter on quarter, and up 11.58Mn shares year over year.
• The top institutional stake in Invesco Mortgage Capital as of September 30, 2025 belongs to BlackRock, Inc., which owns 6.68Mn shares, or 9.11% of the company.
• Among the most significant buyers of Invesco Mortgage Capital during September 2025 were MILLENNIUM MANAGEMENT LLC (1.43Mn), BALYASNY ASSET MANAGEMENT L.P. (756.43K), GOLDMAN SACHS GROUP INC (417.60K), TWO SIGMA INVESTMENTS, LP (404.50K), MORGAN STANLEY (299.66K).
• Leading sellers of Invesco Mortgage Capital stock in September 2025 included UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (143.35K), TWO SIGMA ADVISERS, LP (72.60K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (72.49K), Verition Fund Management LLC (69.89K), BANK OF AMERICA CORP /DE/ (39.48K).
• The top 10 institutional holders of Invesco Mortgage Capital for the quarter ending September 2025 included BlackRock, Inc. (6.68Mn), VANGUARD GROUP INC (3.73Mn), Invesco Ltd. (2.36Mn), GEODE CAPITAL MANAGEMENT, LLC (1.61Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (1.54Mn), MILLENNIUM MANAGEMENT LLC (1.52Mn), STATE STREET CORP (1.40Mn), WOLVERINE ASSET MANAGEMENT LLC (1.19Mn), TWO SIGMA INVESTMENTS, LP (1.02Mn), TWO SIGMA ADVISERS, LP (911.20K).