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Invesco Mortgage Capital (IVR) Institutional Ownership

Invesco Mortgage Capital logo
$6.48 -0.07 (-1.07%)
As of 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco Mortgage Capital (NYSE:IVR)

Current
Institutional Ownership
Percentage
40.54%
Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$75.51M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$19.53M
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IVR Institutional Buying and Selling by Quarter

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Invesco Mortgage Capital Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Range Financial Group LLC26,339$208K0.1%+20.0%0.040%
4/10/2025 Firethorn Wealth Partners LLC67,185$530K0.3%+9.3%0.103%
4/8/2025 Rhumbline Advisers86,863$685K0.0%+2.7%0.133%
4/7/2025 GAMMA Investing LLC1,901$150K0.0%+419.4%0.003%
3/18/2025California State Teachers Retirement System51,141$412K0.0%+10.8%0.083%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH48,592$391K0.0%N/A0.079%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC44,156$355K0.0%-61.0%0.073%
2/17/2025Two Sigma Advisers LP560,300$4.51M0.0%-19.2%0.923%
2/17/2025Two Sigma Investments LP919,761$7.40M0.0%-13.1%1.515%
2/17/2025State of Wyoming26,607$214K0.0%-23.3%0.044%
2/17/2025ProShare Advisors LLC15,552$125K0.0%N/A0.026%
2/17/2025Nuveen Asset Management LLC107,065$862K0.0%-35.5%0.176%
2/17/2025Deutsche Bank AG46,322$373K0.0%+76.2%0.076%
2/17/2025CastleKnight Management LP367,818$2.96M0.1%-5.9%0.606%
2/17/2025Cetera Investment Advisers127,088$1.02M0.0%+19.6%0.209%
2/17/2025Bridgefront Capital LLC12,783$103K0.0%-22.2%0.021%
2/17/2025Balyasny Asset Management L.P.1,457,258$11.73M0.0%+100.5%2.400%
2/17/2025Bank of America Corp DE61,051$491K0.0%+32.3%0.101%
2/17/2025BNP Paribas Financial Markets6,234$50K0.0%N/A0.010%
2/17/2025Ameriprise Financial Inc.16,672$141K0.0%-9.4%0.027%
2/14/2025Freestone Grove Partners LP72,539$584K0.0%N/A0.119%
2/14/2025Northern Trust Corp572,095$4.61M0.0%+30.1%0.942%
2/14/2025Nebula Research & Development LLC43,130$347K0.0%N/A0.071%
2/14/2025Price T Rowe Associates Inc. MD54,831$442K0.0%+12.9%0.090%
2/14/2025Tower Research Capital LLC TRC 40,097$323K0.0%+1,554.8%0.066%
2/14/2025MetLife Investment Management LLC30,123$242K0.0%+13.2%0.050%
2/13/2025XTX Topco Ltd11,944$96K0.0%N/A0.020%
2/13/2025Mariner LLC19,764$159K0.0%N/A0.033%
2/13/2025Barclays PLC212,433$1.71M0.0%+182.1%0.350%
2/13/2025LSV Asset Management83,461$672K0.0%-2.8%0.137%
2/13/2025Renaissance Technologies LLC722,000$5.81M0.0%-43.0%1.189%
2/13/2025Legal & General Group Plc47,512$382K0.0%+32.0%0.078%
2/13/2025Invesco Ltd.2,324,820$18.72M0.0%+2,346.8%3.828%
2/13/2025Russell Investments Group Ltd.9,154$74K0.0%+55.6%0.015%
2/13/2025Envestnet Asset Management Inc.13,460$108K0.0%N/A0.022%
2/13/2025Wells Fargo & Company MN54,854$442K0.0%+7.2%0.090%
2/12/2025EMG Holdings L.P.150,817$1.21M0.7%N/A0.248%
2/12/2025Geode Capital Management LLC1,351,663$10.88M0.0%+10.4%2.226%
2/12/2025Alliancebernstein L.P.44,063$355K0.0%-22.3%0.073%
2/12/2025New Age Alpha Advisors LLC17,282$139K0.0%N/A0.028%
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2/12/2025JPMorgan Chase & Co.26,841$216K0.0%-81.1%0.044%
2/11/2025Segall Bryant & Hamill LLC500,302$4.03M0.1%-6.9%0.824%
2/11/2025Corebridge Financial Inc.27,455$221K0.0%+4.7%0.045%
2/11/2025Vanguard Group Inc.3,193,984$25.71M0.0%+6.9%5.259%
2/11/2025KLP Kapitalforvaltning AS9,650$81K0.0%N/A0.016%
2/11/2025Virtu Financial LLC33,906$273K0.0%N/A0.056%
2/11/2025Quantbot Technologies LP53,957$434K0.0%N/A0.089%
2/11/2025Intech Investment Management LLC22,167$178K0.0%+72.1%0.037%
2/10/2025Swiss National Bank107,801$868K0.0%+12.8%0.178%
2/7/2025PNC Financial Services Group Inc.4,638$37K0.0%+427.0%0.008%
2/6/2025Arizona State Retirement System15,909$128K0.0%+22.8%0.026%
2/6/2025Charles Schwab Investment Management Inc.473,677$3.81M0.0%+10.9%0.780%
2/4/2025PL Capital Advisors LLC3,220,000$25.92M0.3%+705.0%5.302%
2/4/2025Bank of New York Mellon Corp132,654$1.07M0.0%+1.9%0.218%
1/31/2025Atria Wealth Solutions Inc.36,175$291K0.0%N/A0.060%
1/30/2025 Rhumbline Advisers84,603$681K0.0%+1.8%0.139%
1/29/2025Van ECK Associates Corp641,390$5.16M0.0%+30.5%1.056%
1/22/2025PFG Investments LLC30,568$246K0.0%-7.4%0.050%
1/21/2025 Firethorn Wealth Partners LLC61,467$495K0.2%-8.8%0.101%
1/17/2025SG Americas Securities LLC24,300$196K0.0%+32.9%0.040%
1/14/2025 180 Wealth Advisors LLC14,026$113K0.0%+22.1%0.023%
1/7/2025 Range Financial Group LLC21,951$177K0.1%N/A0.036%
12/26/2024JPMorgan Chase & Co.141,974$1.33M0.0%+134.7%0.234%
11/19/2024Barclays PLC75,303$708K0.0%+326.5%0.124%
11/19/2024McIlrath & Eck LLC6,648$62K0.0%N/A0.011%
11/16/2024Geode Capital Management LLC1,224,795$11.50M0.0%+7.0%2.017%
11/15/2024Barclays PLC75,303$708K0.0%+326.5%0.124%
11/15/2024Zacks Investment Management10,039$94K0.0%N/A0.017%
11/15/2024State Street Corp1,013,514$9.52M0.0%+1.3%1.669%
11/15/2024ClearAlpha Technologies LP31,832$299K0.1%-9.5%0.052%
11/14/2024Verition Fund Management LLC69,752$655K0.0%+6.1%0.115%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC113,355$1.06M0.0%+136.4%0.187%
11/13/2024FMR LLC11,193$105K0.0%-22.6%0.018%
11/12/2024Penserra Capital Management LLC106,948$1.00M0.0%+23.0%0.176%
11/12/2024Charles Schwab Investment Management Inc.427,296$4.01M0.0%+3.8%0.704%
11/9/2024Intech Investment Management LLC12,879$121K0.0%N/A0.021%
11/8/2024Segall Bryant & Hamill LLC537,168$5.04M0.1%+3.4%0.885%
11/5/2024Aigen Investment Management LP14,269$134K0.0%N/A0.026%
11/5/2024GSA Capital Partners LLP20,334$191K0.0%-92.3%0.037%
11/4/2024Wolverine Asset Management LLC106,658$1.00M0.0%N/A0.195%
10/29/2024Van ECK Associates Corp491,433$4.62M0.0%+7.0%1.006%
10/29/2024PL Capital Advisors LLC400,000$3.76M1.3%+100.0%0.819%
10/24/2024Nisa Investment Advisors LLC17,909$168K0.0%-47.2%0.037%
10/22/2024International Assets Investment Management LLC25,823$242K0.0%+839.0%0.053%
10/16/2024 Firethorn Wealth Partners LLC67,416$633K0.3%+68.3%0.138%
10/3/2024SG Americas Securities LLC18,281$172K0.0%N/A0.037%
8/15/2024The Manufacturers Life Insurance Company17,856$167K0.0%+8.2%0.037%
8/9/2024Renaissance Technologies LLC841,852$7.89M0.0%+2.9%1.724%
8/8/2024Jupiter Asset Management Ltd.216,519$2.03M0.0%-59.7%0.443%
8/7/2024Headlands Technologies LLC3,501$33K0.0%N/A0.007%
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8/7/2024PFG Investments LLC32,172$301K0.0%+6.2%0.066%
8/3/2024 Range Financial Group LLC22,405$210K0.1%+20.7%0.046%
8/1/2024 Rhumbline Advisers85,508$801K0.0%+10.4%0.175%
7/31/2024Van ECK Associates Corp459,074$4.30M0.0%N/A0.940%
7/30/2024International Assets Investment Management LLC2,750$26K0.0%N/A0.006%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank11,162$105K0.0%+36.0%0.023%
7/26/2024Bank of New York Mellon Corp168,212$1.58M0.0%+20.8%0.344%
7/17/2024 180 Wealth Advisors LLC10,771$102K0.0%N/A0.022%
5/24/2024Cetera Advisors LLC58,310$564K0.0%+4.6%0.119%
5/16/2024California State Teachers Retirement System48,476$469K0.0%+2.9%0.099%
(Data available from 1/1/2016 forward)

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IVR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVR shares?

During the previous two years, 111 institutional investors and hedge funds held shares of Invesco Mortgage Capital. The most heavily invested institutionals were PL Capital Advisors LLC ($25.92M), Vanguard Group Inc. ($25.71M), Invesco Ltd. ($18.72M), Balyasny Asset Management L.P. ($11.73M), Geode Capital Management LLC ($10.88M), State Street Corp ($9.52M), and Two Sigma Investments LP ($7.40M).Learn more on IVR's institutional investors.

What percentage of Invesco Mortgage Capital stock is owned by institutional investors?

40.54% of Invesco Mortgage Capital stock is owned by institutional investors. Learn more on IVR's institutional investor holdings.

Which institutional investors have been buying Invesco Mortgage Capital stock?

Of the 98 institutional investors that purchased Invesco Mortgage Capital stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PL Capital Advisors LLC ($3.44M), Invesco Ltd. ($2.23M), Balyasny Asset Management L.P. ($730.50K), Van ECK Associates Corp ($641.39K), Wolverine Asset Management LLC ($556.50K), Hudson Bay Capital Management LP ($434.49K), and Vanguard Group Inc. ($413.18K).

How much institutional buying is happening at Invesco Mortgage Capital?

Institutional investors have bought a total of 12,009,623 shares in the last 24 months. This purchase volume represents approximately $105.72M in transactions.

Which Invesco Mortgage Capital major shareholders have been selling company stock?

Of the 39 institutional investors that sold Invesco Mortgage Capital stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jupiter Asset Management Ltd. ($763.87K), Mirae Asset Global Investments Co. Ltd. ($578.50K), Renaissance Technologies LLC ($545.25K), PL Capital Advisors LLC ($352.89K), GSA Capital Partners LLP ($243.31K), Barclays PLC ($151.89K), and Two Sigma Investments LP ($138.60K).

How much institutional selling is happening at Invesco Mortgage Capital?

Institutional investors have sold a total of 3,566,803 shares in the last 24 months. This volume of shares sold represents approximately $33.13M in transactions.



This page (NYSE:IVR) was last updated on 4/16/2025 by MarketBeat.com Staff
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