Invesco Mortgage Capital Inc. - Common Stock (IVR) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2016 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
IVR on NYSE
Shares outstanding
60,475,391
Price per share
$8.41
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
32,770,834
Total reported value
$247,757,242
% of total 13F portfolios
0%
Share change
+4,320,044
Value change
+$32,517,388
Number of holders
155
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Invesco Mortgage Capital Inc. - Common Stock (IVR) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 9.2% $35,329,724 5,563,736 BlackRock, Inc. 31 Dec 2024

As of 30 Sep 2025, 155 institutional investors reported holding 32,770,834 shares of Invesco Mortgage Capital Inc. - Common Stock (IVR). This represents 54% of the company’s total 60,475,391 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Invesco Mortgage Capital Inc. - Common Stock (IVR) together control 48% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 6,681,695 +1% 0% $50,513,615
VANGUARD GROUP INC 6.2% 3,727,534 +1.4% 0% $28,180,156
Invesco Ltd. 3.9% 2,356,631 +3.8% 0% $17,816,130
GEODE CAPITAL MANAGEMENT, LLC 2.7% 1,606,878 +1.9% 0% $12,149,804
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2.6% 1,544,194 +7.9% 0.02% $11,674,107
MILLENNIUM MANAGEMENT LLC 2.5% 1,523,395 +1607% 0.01% $11,516,866
STATE STREET CORP 2.3% 1,404,318 +3.9% 0% $10,616,644
WOLVERINE ASSET MANAGEMENT LLC 2% 1,191,069 +23% 0.13% $9,004,481
TWO SIGMA INVESTMENTS, LP 1.7% 1,017,198 +66% 0.01% $7,690,017
TWO SIGMA ADVISERS, LP 1.5% 911,200 -7.4% 0.01% $6,888,672
Balyasny Asset Management L.P. 1.3% 756,430 0.01% $5,718,611
RENAISSANCE TECHNOLOGIES LLC 1.1% 681,252 -1.4% 0.01% $5,150,265
MORGAN STANLEY 1.1% 663,225 +82% 0% $5,013,990
VAN ECK ASSOCIATES CORP 1.1% 663,200 -3.8% 0% $5,014,000
UBS Group AG 1.1% 648,451 +13% 0% $4,902,290
GOLDMAN SACHS GROUP INC 1% 632,852 +194% 0% $4,784,362
NORTHERN TRUST CORP 0.98% 595,362 +2.4% 0% $4,500,937
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.93% 562,420 +2.3% 0% $4,251,895
SEGALL BRYANT & HAMILL, LLC 0.72% 436,929 -3.7% 0.04% $3,303,183
AMERIPRISE FINANCIAL INC 0.56% 340,898 +1.2% 0% $2,577,183
Cetera Investment Advisers 0.35% 210,780 +8.6% 0% $1,593,503
Bramshill Investments, LLC 0.35% 208,696 0.11% $1,577,742
ZACKS INVESTMENT MANAGEMENT 0.34% 205,320 -0.26% 0.01% $1,552,228
Bank of New York Mellon Corp 0.29% 177,999 +5.5% 0% $1,345,676
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.28% 166,910 -46% 0% $1,261,840

Institutional Holders of Invesco Mortgage Capital Inc. - Common Stock (IVR) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 106,646 $898,036 +$182,917 $8.41 6
2025 Q3 32,770,834 $247,757,242 +$32,517,388 $7.56 155
2025 Q2 28,448,755 $223,041,326 -$12,565,042 $7.84 142
2025 Q1 30,029,584 $236,934,343 +$35,031,974 $7.89 145
2024 Q4 25,551,131 $206,143,909 +$23,294,998 $8.05 139
2024 Q3 22,403,553 $209,866,431 +$18,666,554 $9.39 140
2024 Q2 20,249,350 $189,739,943 +$4,760,877 $9.37 136
2024 Q1 18,279,444 $176,958,883 -$5,442,965 $9.68 101
2023 Q4 67,134 $594,807 -$243,127 $8.86 2
2023 Q3 22,537,814 $225,603,227 +$7,953,257 $10.01 145
2023 Q2 21,650,652 $248,978,595 +$18,680,963 $11.47 137
2023 Q1 20,082,223 $222,637,838 +$11,554,595 $11.09 139
2022 Q4 19,189,840 $244,306,628 +$7,243,145 $12.73 119
2022 Q3 18,764,314 $208,267,280 -$5,489,439 $11.10 104
2022 Q2 12,912,581 $189,569,430 +$189,336,613 $14.68 108
2022 Q1 8,406 $29,500 +$8,789 $19.98 2
2021 Q4 4,259 $11,840 +$10,840 $2.78 1
2021 Q3 117 $1,000 $0 $8.55 1
2020 Q3 0 $0 -$5,524 $8.41 0
2020 Q2 1,477 $5,524 +$2,375 $3.74 1
2020 Q1 842 $2,871 -$1,817 $3.41 1
2019 Q4 1,375 $22,894 +$8,875 $16.65 1
2019 Q3 842 $12,891 $0 $15.31 1
2019 Q2 842 $13,573 +$13,573 $16.12 1
2019 Q1 0 $0 -$42,644 $8.41 0
2018 Q4 2,945 $42,644 $0 $14.48 1
2018 Q3 2,945 $46,590 +$46,590 $15.82 1
2018 Q1 0 $0 -$26,228 $8.41 0
2017 Q4 1,471 $26,228 +$26,228 $17.83 1
2017 Q2 0 $0 -$6,775 $8.41 0
2017 Q1 439 $6,775 $0 $15.43 1
2016 Q4 439 $6,415 $0 $14.61 1
2016 Q3 439 $6,691 +$183 $15.24 1
2016 Q2 427 $5,852 +$5,852 $13.70 1