Invesco Mortgage Capital Ownership | Who Owns Invesco Mortgage Capital?

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Invesco Mortgage Capital Ownership Summary

Invesco Mortgage Capital is owned by 39.89% institutional investors, 0.28% insiders, and 59.83% retail investors. Blackrock is the largest institutional shareholder, holding 10.55% of IVR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.89% of its assets in Invesco Mortgage Capital shares.

IVR Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Invesco Mortgage Capital	39.89%	0.28%	59.83%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Mortgage REIT Stocks	46.08%	4.39%	49.52%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	5.12M	10.55%	$47.95M
Vanguard group	2.94M	6.06%	$27.54M
Geode capital management	1.14M	2.36%	$10.73M
Two sigma investments, lp	1.02M	2.10%	$9.54M
State street	1.00M	2.06%	$9.38M
Two sigma advisers, lp	852.70K	1.76%	$7.99M
Renaissance	841.85K	1.74%	$7.89M
Mirae asset global etfs	532.25K	1.10%	$4.99M
Segall bryant & hamill	519.72K	1.07%	$4.87M
Van eck associates	459.07K	0.95%	$4.30M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pl capital advisors	200.00K	0.78%	$1.87M
Corton capital	45.92K	0.23%	$430.29K
Firethorn wealth partners	40.06K	0.21%	$375.37K
Gsa capital partners llp	263.64K	0.17%	$2.47M
Straight path wealth management	25.00K	0.12%	$234.25K
Clearalpha technologies lp	35.16K	0.11%	$329.47K
Castleknight management lp	227.90K	0.11%	$2.14M
Segall bryant & hamill	519.72K	0.09%	$4.87M
State of wyoming	31.88K	0.05%	$298.69K
Kpp advisory services	14.41K	0.04%	$135.05K

Top Buyers

Holder	Shares	% Assets	Change
Mirae asset global etfs	532.25K	0.01%	532.25K
Segall bryant & hamill	519.72K	0.09%	519.72K
Van eck associates	459.07K	0.01%	459.07K
Vanguard group	2.94M	0.00%	447.29K
Gsa capital partners llp	263.64K	0.17%	162.00K

Top Sellers

Holder	Shares	% Assets	Change
Advisor group	9.47K	0.00%	-323.96K
Jupiter asset management	-	-	-216.52K
Wolverine asset management	-	-	-203.38K
Millennium management	-	-	-123.15K
Jpmorgan chase	60.50K	-	-96.64K

New Positions

Holder	Shares	% Assets	Change	Value
Mirae asset global etfs	532.25K	0.01%	532.25K	$4.99M
Segall bryant & hamill	519.72K	0.09%	519.72K	$4.87M
Van eck associates	459.07K	0.01%	459.07K	$4.30M
Verition fund management	65.75K	0.00%	65.75K	$616.08K
Corebridge financial	26.37K	0.00%	26.37K	$247.12K

Sold Out

Holder	Change
Quest partners	-2.00
Innealta capital	-7.00
Advisornet financial	-22.00
Register financial advisors	-27.00
Newbridge financial services group	-43.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	153	4.08%	22,431,073	10.77%	39	2.29%	75	-2.60%	37	27.59%
Jun 30, 2024	146	-3.95%	20,249,154	5.39%	41	2.66%	76	2.70%	29	-29.27%
Mar 31, 2024	152	-9.52%	19,214,210	-2.01%	39	2.42%	74	-14.94%	41	-18.00%
Dec 31, 2023	168	7.01%	19,607,625	-15.04%	40	1.59%	87	14.47%	50	19.05%
Sep 30, 2023	157	3.29%	23,079,552	4.42%	50	1.86%	76	-19.15%	42	68.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.75M	2.89%	-
iShares Russell 2000 ETF	1.39M	2.29%	-2.90K
Jupiter Merian Glb Eq AbsRet I USD Acc	784.69K	1.43%	516.60K
Vanguard Institutional Extnd Mkt Idx Tr	747.40K	1.23%	-
iShares Mortgage Real Estate Capped ETF	737.63K	1.21%	1.33K
Fidelity Small Cap Index	530.43K	0.97%	-4.42K
VanEck Mortgage REIT Income ETF	498.00K	0.82%	-
Global X SuperDividend® REIT ETF	489.42K	0.81%	-
iShares Russell 2000 Value ETF	488.99K	0.81%	632.00
Fidelity Extended Market Index	328.07K	0.60%	51.92K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Dec 09, 2021	Zayicek Beth	-	Buy	$10.10K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q3	-	-
2024 Q2	-	-
2023 Q3	-	-
2023 Q2	-	-

IVR Ownership FAQ

Who Owns Invesco Mortgage Capital?

Invesco Mortgage Capital shareholders are primarily institutional investors at 39.89%, followed by 0.28% insiders and 59.83% retail investors. The average institutional ownership in Invesco Mortgage Capital's industry, Mortgage REIT Stocks, is 46.08%, which Invesco Mortgage Capital falls below.

Who owns the most shares of Invesco Mortgage Capital?

Invesco Mortgage Capital’s largest shareholders are Blackrock (5.12M shares, 10.55%), Vanguard group (2.94M shares, 6.06%), and Geode capital management (1.14M shares, 2.36%). Together, they hold 18.97% of Invesco Mortgage Capital’s total shares outstanding.

Does Blackrock own Invesco Mortgage Capital?

Yes, BlackRock owns 10.55% of Invesco Mortgage Capital, totaling 5.12M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 47.95M$. In the last quarter, BlackRock increased its holdings by 83.26K shares, a 1.65% change.

Who is Invesco Mortgage Capital’s biggest shareholder by percentage of total assets invested?

Pl capital advisors is Invesco Mortgage Capital’s biggest shareholder by percentage of total assets invested, with 0.78% of its assets in 200K Invesco Mortgage Capital shares, valued at 1.87M$.

Who is the top mutual fund holder of Invesco Mortgage Capital shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Invesco Mortgage Capital shares, with 2.89% of its total shares outstanding invested in 1.75M Invesco Mortgage Capital shares.

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