Invesco Mortgage Capital IVR Institutional Ownership

NYSE IVR

$5.52 +0.10 (+1.85%)

As of: Oct 22, 2026 · 3:59 PM EDT

Institutions by Trading Activity

180 Institutions

Increased 119 66.1%

Unchanged 25 13.9%

Reduced 36 20.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

41.69%

▲+2.06 pp QoQ

Shares Held by Institutions

42.68Mn

of 102.39Mn outstanding

▲+23.11% QoQ

Shares Outstanding

102.39Mn

59.70Mn held outside 13F filers

Institutional Investors

180

filed 13F for Jun 2026

▲+9 vs prior quarter

Net Shares Added (QoQ)

+8.01Mn

accumulated since last quarter

Value of Holdings

$231.76Mn

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

Updated Oct 11, 2026

Invesco Mortgage Capital Inc. (NYSE:IVR) was reported as a holding by 180 institutional investors in 13F filings for the quarter ended June 30, 2026.

These investors held 41.69% of Invesco Mortgage Capital's outstanding shares at the end of Q2 2026, up from 39.63% in Q1 2026.
Total shares held in Invesco Mortgage Capital rose 23.11% versus Q1 2026, while the number of holders rose 27.66% versus Q2 2025.
Looking at the 180 holders of IVR individually, 119 added to their positions, 36 reduced their stakes and 25 left their positions unchanged.
Altogether, institutional holders owned 42.68Mn IVR shares at the end of Q2 2026, up 8.01Mn from the prior quarter and up 14.69Mn from a year earlier.
BlackRock, Inc. held the largest position in IVR at 8.81Mn shares as of June 30, 2026, or 8.60% of shares outstanding.
Among holders that already owned Invesco Mortgage Capital, the biggest buyers in Q2 2026 were BlackRock, Inc. (+1.6Mn shares), Mirae Asset Global ETFS Holdings Ltd. (+927.53K shares), Vanguard Capital Management LLC (+619.9K shares), Geode Capital Management, LLC (+587.17K shares) and Northern Trust Corp (+516.44K shares).
On the other side, among holders that kept a position in Invesco Mortgage Capital, the largest reductions in Q2 2026 came from Two Sigma Investments, LP (-917.34K shares), Renaissance Technologies LLC (-388.4K shares), Prudential Financial Inc (-228.34K shares), Susquehanna International Group, LLP (-137.68K shares) and Goldman Sachs Group Inc (-101.2K shares).
Per Business Quant, the top 10 investors in IVR for the quarter ended June 30, 2026 were BlackRock, Inc. (8.81Mn shares), Vanguard Capital Management LLC (3.99Mn shares), Mirae Asset Global ETFS Holdings Ltd. (3.31Mn shares), Invesco Ltd. (2.42Mn shares), Geode Capital Management, LLC (2.38Mn shares), State Street Corp (1.85Mn shares), Two Sigma Investments, LP (1.3Mn shares), Ascentis Wealth Management, LLC (1.3Mn shares), Northern Trust Corp (1.11Mn shares) and Van Eck Associates Corp (1.07Mn shares).

Form 13F Holdings

180 Institutional Holders

Report period 30 Jun, 2026

Total shares held 42.68Mn

Of outstanding 41.69%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	8,805,376	8.60%	▲1,600,722	+22.22%	$69.56Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,994,974	3.90%	▲619,904	+18.37%	$31.56Mn
3	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	3,309,701	3.23%	▲927,532	+38.94%	$26.15Mn
4	Invesco Ltd.	0000914208	2,424,263	2.37%	▲266,133	+12.33%	$19.15Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,377,470	2.32%	▲587,167	+32.80%	$18.79Mn
6	State Street Corp	0000093751	1,849,062	1.81%	▲443,882	+31.59%	$14.80Mn
7	TWO SIGMA INVESTMENTS, LP	0001179392	1,296,579	1.27%	▼917,336	-41.44%	$10.24Mn
8	Ascentis Wealth Management, LLC	0002032602	1,295,330	1.27%	▲1,295,330	0.00%	$10.23Mn
9	Northern Trust Corp	0000073124	1,109,739	1.08%	▲516,437	+87.04%	$8.77Mn
10	VAN ECK ASSOCIATES CORP	0000869178	1,073,203	1.05%	▲102,772	+10.59%	$8.48Mn
11	D. E. Shaw & Co., Inc.	0001009207	1,010,427	0.99%	▼55,229	-5.18%	$7.98Mn
12	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	756,372	0.74%	▲192,089	+34.04%	$5.98Mn
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	752,156	0.73%	▲150,193	+24.95%	$5.94Mn
14	UBS Group AG	0001610520	718,377	0.70%	▲137,170	+23.60%	$5.68Mn
15	AQR CAPITAL MANAGEMENT LLC	0001167557	712,061	0.70%	▲374,385	+110.87%	$5.63Mn
16	Morgan Stanley	0000895421	615,610	0.60%	▲323,818	+110.98%	$4.86Mn
17	VANGUARD FIDUCIARY TRUST CO	0000933478	614,225	0.60%	▲147,192	+31.52%	$4.85Mn
18	Ameriprise Financial Inc	0000820027	477,827	0.47%	▲50,504	+11.82%	$3.78Mn
19	Hudson Bay Capital Management LP	0001393825	432,156	0.42%	▲432,156	0.00%	$3.41Mn
20	SEGALL BRYANT & HAMILL, LLC	0001006378	408,368	0.40%	▼41,674	-9.26%	$3.23Mn

Showing 1 to 20 of 180 holders