Invesco Mortgage Capital Ownership | Who Owns Invesco Mortgage Capital?
Invesco Mortgage Capital Ownership Summary
Invesco Mortgage Capital is owned by 49.39% institutional investors, 0.36% insiders, and 50.25% retail investors. Blackrock is the largest institutional shareholder, holding 10.55% of IVR shares. Invesco KBW High Dividend Yld Fincl ETF is the top mutual fund, with 3.37% of its assets in Invesco Mortgage Capital shares.
IVR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Invesco Mortgage Capital | 49.39% | 0.36% | 50.25% |
| Sector | Real Estate Stocks | 49.35% | 9.10% | 41.55% |
| Industry | Mortgage REIT Stocks | 32.29% | 4.95% | 62.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.12M | 10.55% | $47.95M |
| Blackrock funding, inc. /de | 6.66M | 10.04% | $55.98M |
| Vanguard group | 3.90M | 5.88% | $32.77M |
| Invesco | 2.36M | 3.55% | $17.82M |
| Geode capital management | 1.71M | 2.58% | $14.37M |
| Mirae asset global etfs | 1.54M | 2.33% | $11.67M |
| State street | 1.40M | 2.12% | $10.62M |
| Ubs group | 1.09M | 1.65% | $9.20M |
| Two sigma investments, lp | 1.02M | 1.53% | $7.69M |
| Two sigma advisers, lp | 911.20K | 1.37% | $6.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Corton capital | 18.91K | 0.35% | $142.92K |
| Firethorn wealth partners | 72.81K | 0.23% | $612.31K |
| Straight path wealth management | 52.00K | 0.12% | $437.32K |
| Bramshill investments | 208.70K | 0.11% | $1.58M |
| Range financial group | 28.08K | 0.08% | $236.18K |
| Nebula research & development | 97.68K | 0.07% | $765.84K |
| Pharvision advisers | 12.40K | 0.05% | $93.74K |
| Wolverine asset management | 781.55K | 0.05% | $6.57M |
| Segall bryant & hamill | 436.93K | 0.04% | $3.30M |
| Caitong asset management | 1.83K | 0.04% | $15.36K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 1.09M | 0.00% | 446.02K |
| Two sigma investments, lp | 1.02M | 0.01% | 404.50K |
| Bramshill investments | 208.70K | 0.11% | 208.70K |
| Jane street group | 230.25K | 0.00% | 204.76K |
| Vanguard group | 3.90M | 0.00% | 168.80K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -1.95M |
| Wolverine asset management | 781.55K | 0.05% | -409.52K |
| Castleknight management lp | - | - | -367.82K |
| Hrt financial lp | - | - | -249.79K |
| Morgan stanley | 438.74K | 0.00% | -224.49K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bramshill investments | 208.70K | 0.11% | 208.70K | $1.58M |
| Graham capital management | 155.38K | 0.02% | 155.38K | $1.17M |
| Los angeles capital management | 119.25K | 0.00% | 119.25K | $855.04K |
| Point72 asset management | 71.38K | 0.00% | 71.38K | $539.65K |
| Point72 (difc) | 35.79K | 0.02% | 35.79K | $270.57K |
Sold Out
| Holder | Change |
|---|---|
| Mather group, llc. | -1.00 |
| Steward partners investment advisory | -5.00 |
| Innealta capital | -7.00 |
| Larson financial group | -7.00 |
| Advisornet financial | -22.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 157 | 12.14% | 32,748,748 | 18.75% | 49 | 2.86% | 89 | - | 34 | 21.43% |
| Jun 30, 2025 | 148 | -5.13% | 28,365,951 | -5.60% | 42 | 1.86% | 92 | 9.52% | 30 | -11.76% |
| Mar 31, 2025 | 1 | -99.32% | 18,200 | -99.93% | - | 0.00% | 1 | -98.73% | - | -100.00% |
| Dec 31, 2024 | 144 | -5.88% | 25,483,663 | 13.61% | 39 | 3.29% | 78 | 4.00% | 37 | - |
| Sep 30, 2024 | 153 | 4.08% | 22,431,073 | 10.77% | 39 | 2.29% | 75 | -2.60% | 37 | 27.59% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Invesco KBW High Dividend Yld Fincl ETF | 2.23M | 3.37% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.94M | 2.92% | -42.98K |
| Vanguard US Total Market Shares ETF | 1.75M | 2.84% | -84.00 |
| iShares Russell 2000 ETF | 1.76M | 2.65% | - |
| Fuh Hwa FTSE Mortgage REITs ETF | 1.10M | 1.79% | 224.39K |
| Global X SuperDividend™ ETF | 973.53K | 1.47% | 18.09K |
| iShares Mortgage Real Estate Capped ETF | 840.87K | 1.27% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 708.13K | 1.07% | -305.20K |
| Fidelity Small Cap Index | 685.02K | 1.03% | 90.69K |
| VanEck Mortgage REIT Income ETF | 653.08K | 0.98% | 10.87K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 10, 2025 | Fleshman Robert L | - | Sell | $49.44K |
| Dec 09, 2022 | LIENTZ JAMES R JR | - | Sell | $20.96K |
| May 09, 2022 | Phegley Richard Lee Jr. | Chief Financial Officer | Buy | $20.19K |
| May 10, 2022 | Anzalone John | CEO | Buy | $24.75K |
| May 09, 2022 | Collins Kevin M | President | Buy | $11.99K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
IVR Ownership FAQ
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