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 | 49.33% | 9.10% | 41.57% |
| 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 | 6.68M | 10.08% | $50.51M |
| Vanguard group | 3.73M | 5.62% | $28.18M |
| Invesco | 2.36M | 3.55% | $17.82M |
| Geode capital management | 1.61M | 2.42% | $12.15M |
| Mirae asset global etfs | 1.54M | 2.33% | $11.67M |
| State street | 1.40M | 2.12% | $10.62M |
| Wolverine asset management | 1.19M | 1.80% | $9.00M |
| 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 | 64.12K | 0.19% | $484.77M |
| Bramshill investments | 208.70K | 0.11% | $1.58M |
| Straight path wealth management | 51.00K | 0.10% | $385.56K |
| Range financial group | 26.30K | 0.07% | $198.81K |
| Wolverine asset management | 1.19M | 0.07% | $9.00M |
| Nebula research & development | 97.68K | 0.07% | $765.84K |
| Pharvision advisers | 12.40K | 0.05% | $93.74K |
| Segall bryant & hamill | 436.93K | 0.04% | $3.30M |
| Bridgefront capital | 18.81K | 0.04% | $142.23K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 632.85K | 0.00% | 417.60K |
| Two sigma investments, lp | 1.02M | 0.01% | 404.50K |
| Morgan stanley | 663.23K | 0.00% | 299.66K |
| Wolverine asset management | 1.19M | 0.07% | 226.41K |
| Bramshill investments | 208.70K | 0.11% | 208.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -1.95M |
| Castleknight management lp | - | - | -367.82K |
| Hrt financial lp | - | - | -249.79K |
| Freestone grove partners lp | - | - | -171.46K |
| Emg | - | - | -150.82K |
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 |
| Picton mahoney asset management | 126.35K | 0.01% | 126.35K | $955.00K |
| Point72 asset management | 71.38K | 0.00% | 71.38K | $539.65K |
| Firethorn wealth partners | 64.12K | 0.19% | 64.12K | $484.77M |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools