Invesco Mortgage Capital IVR Institutional Ownership

NYSE IVR

$5.83 -0.24 (-3.95%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

182 Institutions

Increased 120 65.9%

Unchanged 26 14.3%

Reduced 36 19.8%

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

182

filed 13F for Jun 2026

▲+10 vs prior quarter

Net Shares Added (QoQ)

+10.05Mn

accumulated since last quarter

Value of Holdings

$263.64Mn

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) has 182 institutional investors with active 13F positions as of June 2026.

These investors collectively held 45.8% of Invesco Mortgage Capital's outstanding shares in June 2026, up from 42.3% in March 2026.
Their total shares held in IVR increased 30.09% from the prior quarter, while the number of investors in Invesco Mortgage Capital increased 27.27% year over year.
During the quarter, 120 of these 182 funds increased positions in IVR, 36 reduced exposure, and 26 held steady.
Altogether, these fund groups held 43.43Mn shares in IVR by June 2026, up by 10.05Mn shares quarter on quarter, and up 15.44Mn shares year over year.
As of June 30, 2026, the biggest holder of Invesco Mortgage Capital is BlackRock, Inc. at 8.81Mn shares, representing 9.28% of shares outstanding.
Top purchasers of IVR stock 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).
Top sellers of IVR stock for the quarter ending June 2026 included 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).
Invesco Mortgage Capital's 10 largest shareholders as of June 2026 include 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) per Business Quant data.

Form 13F Holdings

182 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 182 holders