Invesco Mortgage Capital Ownership | Who Owns Invesco Mortgage Capital?
Invesco Mortgage Capital Ownership Summary
Invesco Mortgage Capital is owned by 49.65% institutional investors, 0.25% insiders, and 50.10% retail investors. Blackrock is the largest institutional shareholder, holding 10.55% of IVR shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.84% of its assets in Invesco Mortgage Capital shares.
IVR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Invesco Mortgage Capital | 49.65% | 0.25% | 50.10% |
| Sector | Real Estate Stocks | 73.04% | 9.97% | 16.98% |
| Industry | Mortgage REIT Stocks | 52.71% | 6.57% | 40.73% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.12M | 10.55% | $47.95M |
| Blackrock funding, inc. /de | 8.81M | 10.06% | $69.56M |
| Vanguard group | 3.90M | 5.88% | $32.77M |
| Vanguard capital management | 3.99M | 4.57% | $31.56M |
| Mirae asset global etfs | 3.31M | 3.78% | $26.15M |
| Invesco | 2.42M | 2.77% | $19.15M |
| Geode capital management | 2.38M | 2.72% | $18.79M |
| State street | 1.85M | 2.11% | $14.80M |
| Two sigma investments, lp | 1.30M | 1.48% | $10.24M |
| Org wealth partners | 1.30M | 1.48% | $10.23B |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Org wealth partners | 1.30M | 1.55% | $10.23B |
| Pvg asset management | 133.63K | 0.61% | $1.06M |
| Firethorn wealth partners | 216.60K | 0.55% | $1.71M |
| Corton capital | 18.91K | 0.35% | $142.92K |
| Atom investors lp | 213.77K | 0.15% | $1.69M |
| Bramshill investments | 211.26K | 0.13% | $1.67M |
| Straight path wealth management | 59.50K | 0.11% | $470.05K |
| Range financial group | 31.03K | 0.07% | $245.10K |
| Nebula research & development | 97.68K | 0.07% | $765.84K |
| Two sigma securities | 81.22K | 0.06% | $641.63K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.81M | 0.00% | 1.60M |
| Org wealth partners | 1.30M | 1.55% | 1.30M |
| Mirae asset global etfs | 3.31M | 0.03% | 927.53K |
| Sixth street partners management company | 752.16K | 0.00% | 752.16K |
| Vanguard capital management | 3.99M | 0.00% | 619.90K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 1.30M | 0.01% | -917.34K |
| Point72 asset management | - | - | -472.43K |
| Renaissance | 288.70K | 0.00% | -388.40K |
| Castleknight management lp | - | - | -367.82K |
| Zacks investment management | - | - | -267.42K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Org wealth partners | 1.30M | 1.55% | 1.30M | $10.23B |
| Sixth street partners management company | 752.16K | 0.00% | 752.16K | $5.94M |
| Hudson bay capital management lp | 432.16K | 0.01% | 432.16K | $3.41M |
| Summit financial | 388.45K | 0.03% | 388.45K | $3.11M |
| Atom investors lp | 213.77K | 0.15% | 213.77K | $1.69M |
Sold Out
| Holder | Change |
|---|---|
| Mather group, llc. | -1.00 |
| Triumph capital management | -2.00 |
| Atlantic union bankshares | -7.00 |
| Innealta capital | -7.00 |
| Whittier trust | -17.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 189 | 5.00% | 43,432,434 | 25.31% | 49 | 1.82% | 121 | 15.24% | 36 | -10.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 1.75M | 2.84% | -84.00 |
| Vanguard Total Stock Mkt Idx Inv | 2.84M | 2.77% | 343.30K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.84M | 2.77% | 343.30K |
| iShares Russell 2000 ETF | 2.43M | 2.26% | -43.20K |
| Invesco KBW High Dividend Yld Fincl ETF | 2.24M | 2.08% | - |
| Fuh Hwa FTSE Mortgage REITs ETF | 1.10M | 1.79% | 224.39K |
| Global X SuperDividend™ ETF | 1.41M | 1.31% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.07M | 1.04% | 263.94K |
| iShares Mortgage Real Estate Capped ETF | 1.12M | 1.04% | 30.90K |
| VanEck Mortgage REIT Income ETF | 1.08M | 1.00% | 36.40K |
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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