Invesco Mortgage Capital IVR Institutional Ownership

NYSE IVR

$7.17 -0.03 (-0.42%)

As of: Sep 8, 2026 · 3:59 PM EDT

Institutions by Trading Activity

181 Institutions

Increased 120 66.3%

Unchanged 25 13.8%

Reduced 36 19.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

45.77%

▲+3.42 pp QoQ

Shares Held by Institutions

43.43Mn

of 94.90Mn outstanding

▲+30.09% QoQ

Shares Outstanding

94.90Mn

51.47Mn held outside 13F filers

Institutional Investors

181

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+10.05Mn

accumulated since last quarter

Value of Holdings

$313.15Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Invesco Mortgage Capital Inc. (NYSE:IVR) showed up in the 13F filings of 181 institutional investors as of June 2026.

They owned 45.8% of outstanding stock in June 2026, up from 42.3% the prior quarter.
Their total shares held in IVR increased 30.09% from the prior quarter, while the number of investors in Invesco Mortgage Capital increased 27.46% year over year.
Of these 181 funds, 120 grew their exposure to Invesco Mortgage Capital, 36 cut back, and 25 maintained positions.
Institutional investors collectively held 43.43Mn shares in Invesco Mortgage Capital as of June 2026, up by 10.05Mn shares quarter on quarter, and up 15.02Mn shares year over year.
BlackRock, Inc. holds the largest position in IVR at 8.81Mn shares as of June 30, 2026, or 9.28% of shares outstanding.
The biggest buyers of Invesco Mortgage Capital for the quarter ending June 2026 included BlackRock, Inc. (1.6Mn), Ascentis Wealth Management, LLC (1.3Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (927.53K), Sixth Street Partners Management Company, L.P. (752.16K), VANGUARD CAPITAL MANAGEMENT LLC (619.9K).
The largest sales of IVR for the quarter ending June 2026 came from TWO SIGMA INVESTMENTS, LP (917.34K), RENAISSANCE TECHNOLOGIES LLC (388.4K), Prudential Financial Inc (228.34K), SUSQUEHANNA INTERNATIONAL GROUP, LLP (137.68K), Goldman Sachs Group Inc (101.2K).
According to Business Quant data, leading holders of IVR for June 2026 are BlackRock, Inc. (8.81Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.99Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (3.31Mn), Invesco Ltd. (2.42Mn), GEODE CAPITAL MANAGEMENT, LLC (2.38Mn), State Street Corp (1.85Mn), TWO SIGMA INVESTMENTS, LP (1.3Mn), Ascentis Wealth Management, LLC (1.3Mn), Northern Trust Corp (1.11Mn), VAN ECK ASSOCIATES CORP (1.07Mn).

Form 13F Holdings

181 Institutional Holders

Report period 30 Jun, 2026

Total shares held 43.43Mn

Of outstanding 45.77%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	8,805,376	9.28%	▲1,600,722	+22.22%	$69.56Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,994,974	4.21%	▲619,904	+18.37%	$31.56Mn
3	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	3,309,701	3.49%	▲927,532	+38.94%	$26.15Mn
4	Invesco Ltd.	0000914208	2,424,263	2.55%	▲266,133	+12.33%	$19.15Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,377,470	2.51%	▲587,167	+32.80%	$18.79Mn
6	State Street Corp	0000093751	1,849,062	1.95%	▲443,882	+31.59%	$14.80Mn
7	TWO SIGMA INVESTMENTS, LP	0001179392	1,296,579	1.37%	▼917,336	-41.44%	$10.24Mn
8	Ascentis Wealth Management, LLC	0002032602	1,295,330	1.36%	▲1,295,330	0.00%	$10.23Mn
9	Northern Trust Corp	0000073124	1,109,739	1.17%	▲516,437	+87.04%	$8.77Mn
10	VAN ECK ASSOCIATES CORP	0000869178	1,073,203	1.13%	▲102,772	+10.59%	$8.48Mn
11	D. E. Shaw & Co., Inc.	0001009207	1,010,427	1.06%	▼55,229	-5.18%	$7.98Mn
12	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	756,372	0.80%	▲192,089	+34.04%	$5.98Mn
13	Sixth Street Partners Management Company, L.P.	0001812095	752,156	0.79%	▲752,156	0.00%	$5.94Mn
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	752,156	0.79%	▲150,193	+24.95%	$5.94Mn
14	UBS Group AG	0001610520	718,377	0.76%	▲137,170	+23.60%	$5.68Mn
15	AQR CAPITAL MANAGEMENT LLC	0001167557	712,061	0.75%	▲374,385	+110.87%	$5.63Mn
16	Morgan Stanley	0000895421	615,610	0.65%	▲323,818	+110.98%	$4.86Mn
17	VANGUARD FIDUCIARY TRUST CO	0000933478	614,225	0.65%	▲147,192	+31.52%	$4.85Mn
18	Ameriprise Financial Inc	0000820027	477,827	0.50%	▲50,504	+11.82%	$3.78Mn
19	Hudson Bay Capital Management LP	0001393825	432,156	0.46%	▲432,156	0.00%	$3.41Mn

Showing 1 to 20 of 181 holders