Invesco Mortgage Capital Ownership | Who Owns Invesco Mortgage Capital?
Invesco Mortgage Capital Ownership Summary
Invesco Mortgage Capital is owned by 13.67% institutional investors, 0.24% insiders, and 86.09% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 10.87% of IVR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.85% of its assets in Invesco Mortgage Capital shares.
IVR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Invesco Mortgage Capital | 13.67% | 0.24% | 86.09% |
| Sector | Real Estate Stocks | 48.67% | 9.84% | 41.50% |
| Industry | Mortgage REIT Stocks | 43.45% | 5.01% | 51.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.20M | 10.87% | $58.21M |
| Blackrock | 5.12M | 10.55% | $47.95M |
| Vanguard group | 3.90M | 5.88% | $32.77M |
| Mirae asset global etfs | 2.38M | 3.59% | $19.25M |
| Two sigma investments, lp | 2.21M | 3.34% | $17.89M |
| Invesco | 2.16M | 3.25% | $17.44M |
| Geode capital management | 1.79M | 2.70% | $14.47M |
| State street | 1.41M | 2.12% | $11.52M |
| D. e. shaw | 1.07M | 1.61% | $8.61M |
| Van eck associates | 970.43K | 1.46% | $7.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Corton capital | 18.91K | 0.35% | $142.92K |
| Firethorn wealth partners | 115.59K | 0.34% | $933.98K |
| Bramshill investments | 208.83K | 0.15% | $1.69M |
| Straight path wealth management | 53.00K | 0.11% | $428.24K |
| Scientech research | 13.46K | 0.09% | $108.74K |
| Range financial group | 30.84K | 0.08% | $249.23K |
| Eam investors | 72.29K | 0.07% | $584.13K |
| Virtus etf advisers | 17.40K | 0.07% | $140.59K |
| Nebula research & development | 97.68K | 0.07% | $765.84K |
| Segall bryant & hamill | 450.04K | 0.06% | $3.74M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| D. e. shaw | 1.07M | 0.01% | 1.07M |
| Mirae asset global etfs | 2.38M | 0.03% | 723.64K |
| Two sigma investments, lp | 2.21M | 0.01% | 605.38K |
| Blackrock funding, inc. /de | 7.20M | 0.00% | 548.53K |
| Vanguard fiduciary trust | 467.03K | 0.00% | 467.03K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wolverine asset management | 191.89K | 0.01% | -589.66K |
| Ubs group | 581.21K | 0.00% | -513.26K |
| Invesco | 2.16M | 0.00% | -397.76K |
| Castleknight management lp | - | - | -367.82K |
| Goldman sachs group | 332.84K | 0.00% | -322.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| D. e. shaw | 1.07M | 0.01% | 1.07M | $8.61M |
| Vanguard fiduciary trust | 467.03K | 0.00% | 467.03K | $3.77M |
| Prudential financial | 243.27K | 0.00% | 243.27K | $1.97M |
| Tudor investment corp et al | 213.56K | 0.00% | 213.56K | $1.73M |
| Exoduspoint capital management, lp | 124.01K | 0.01% | 124.01K | $1.00M |
Sold Out
| Holder | Change |
|---|---|
| Mather group, llc. | -1.00 |
| Steward partners investment advisory | -5.00 |
| Innealta capital | -7.00 |
| Atlantic union bankshares | -7.00 |
| Clearstead advisors | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 88 | -49.71% | 9,063,104 | -71.47% | 13 | 0.60% | 46 | -53.54% | 20 | -55.56% |
| Dec 31, 2025 | 119 | -29.59% | 20,232,088 | -38.29% | 30 | 1.25% | 63 | -35.05% | 30 | -11.76% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.50M | 2.85% | 378.40K |
| Vanguard US Total Market Shares ETF | 1.75M | 2.84% | -84.00 |
| Invesco KBW High Dividend Yld Fincl ETF | 1.98M | 2.27% | - |
| iShares Russell 2000 ETF | 1.91M | 2.06% | 16.07K |
| Fuh Hwa FTSE Mortgage REITs ETF | 1.10M | 1.79% | 224.39K |
| Global X SuperDividend™ ETF | 1.42M | 1.62% | - |
| Global X SuperDividend ETF USD Cap | 976.52K | 1.12% | 3.66K |
| VanEck Mortgage REIT Income ETF | 914.99K | 1.05% | - |
| iShares Mortgage Real Estate Capped ETF | 908.04K | 0.98% | -14.65K |
| Vanguard Institutional Extnd Mkt Idx Tr | 792.76K | 0.91% | 22.39K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 05, 2026 | Gregson Mark William | Chief Financial Officer | Buy | $14.04K |
| Feb 27, 2026 | Waldner Robert | - | Buy | $8.45K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | 1 | - |
| 2025 Q4 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
IVR Ownership FAQ
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