Invesco Mortgage Capital Inc. (IVR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

12,287,089Shares Outstanding

173,872Shares held by institutions

$1,510,948Value of institutional holdings

56.98%Institutional ownership %

6.58%Shares Changed QoQ

170No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Invesco Mortgage Capital Inc. (NYSE:IVR) includes 164 filers as of the latest reporting cycle ending December 2025.

Institutional ownership in Invesco Mortgage Capital edged down to 39.7% in December 2025, compared to 45.0% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 1.26%, with a year-over-year an increase of 19.71% in the count of filers.
A review of institutional activity for Invesco Mortgage Capital shows 92 of 164 filers increasing their positions, while 44 reduced their stake, and 28 remained unchanged.
Collectively, institutional investors increased their stake in Invesco Mortgage Capital to 29.13Mn shares as of December 2025, a change that is up by 361.49K shares quarter on quarter and up 307.14K shares year over year.
BlackRock, Inc. continues to be the largest institutional holder of Invesco Mortgage Capital as of December 31, 2025, with a position of 6.66Mn shares, representing 9.08% of the company's outstanding stock.
Among the most significant buyers of Invesco Mortgage Capital during December 2025 were TWO SIGMA INVESTMENTS, LP (591.33K), UBS Group AG (446.02K), JANE STREET GROUP, LLC (191.16K), VANGUARD GROUP INC (168.80K), VAN ECK ASSOCIATES CORP (139.13K).
Leading sellers of Invesco Mortgage Capital stock in December 2025 included MILLENNIUM MANAGEMENT LLC (1.04Mn), WOLVERINE ASSET MANAGEMENT LLC (409.52K), MORGAN STANLEY (224.49K), RENAISSANCE TECHNOLOGIES LLC (205.65K), UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC (165.53K).
The top 10 institutional holders of Invesco Mortgage Capital for the quarter ending December 2025 included BlackRock, Inc. (6.66Mn), VANGUARD GROUP INC (3.90Mn), GEODE CAPITAL MANAGEMENT, LLC (1.71Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (1.66Mn), TWO SIGMA INVESTMENTS, LP (1.61Mn), STATE STREET CORP (1.33Mn), UBS Group AG (1.09Mn), TWO SIGMA ADVISERS, LP (943.10K), VAN ECK ASSOCIATES CORP (802.34K), WOLVERINE ASSET MANAGEMENT LLC (781.55K).

164 Institutional Holders

173,872 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	6,656,120	-25,575	-0.38%	$55,977,970.00
VANGUARD GROUP INC	31 Dec, 2025	3,896,338	168,804	4.53%	$32,768,203.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,708,181	101,303	6.30%	$14,368,618.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	1,658,531	114,337	7.40%	$13,948,246.00
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	1,608,532	591,334	58.13%	$13,527,754.00
STATE STREET CORP	31 Dec, 2025	1,329,603	-74,715	-5.32%	$11,648,849.00
UBS Group AG	31 Dec, 2025	1,094,468	446,017	68.78%	$9,204,476.00
TWO SIGMA ADVISERS, LP	31 Dec, 2025	943,100	31,900	3.50%	$7,931,471.00
VAN ECK ASSOCIATES CORP	31 Dec, 2025	802,335	139,135	20.98%	$6,748.00
WOLVERINE ASSET MANAGEMENT LLC	31 Dec, 2025	781,547	-409,522	-34.38%	$6,572,810.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	655,581	22,729	3.59%	$5,513,437.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	596,027	33,607	5.98%	$5,012,587.00
NORTHERN TRUST CORP	31 Dec, 2025	523,864	-71,498	-12.01%	$4,405,697.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	483,795	-1,039,600	-68.24%	$4,068,716.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	475,600	-205,652	-30.19%	$3,999,796.00
SEGALL BRYANT & HAMILL, LLC	31 Dec, 2025	464,264	27,335	6.26%	$3,904,460.00
MORGAN STANLEY	31 Dec, 2025	438,738	-224,487	-33.85%	$3,689,789.00
AMERIPRISE FINANCIAL INC	31 Dec, 2025	327,710	-13,188	-3.87%	$2,757,595.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	284,580	130,561	84.77%	$2,393,317.00
ZACKS INVESTMENT MANAGEMENT	31 Dec, 2025	251,349	46,029	22.42%	$2,113,842.00

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