Who Owns Invesco Mortgage Capital Inc. (IVR)?Hedge Fund & Institutional Holders

$8.05-0.14 (-1.65%)Real EstateNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.2000287732117815e+180T

% of Float Held

5.491483854687082e+283%

QoQ Change in Holders

+14 / -2

Price History

$6.33$7.10$7.87$8.64$9.41Sep 24Jun 25Mar 26

IVR — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WOLVERINE ASSET MANAGEMENT LLCNew Position+782K+$6.6M
Penserra Capital Management LLCNew Position+147K+$1.0M
VAN ECK ASSOCIATES CORPIncreased+139K+$986K
PFG Investments, LLCNew Position+64K+$537K
Straight Path Wealth ManagementNew Position+52K+$437K
Odyssean, LLCNew Position+46K+$383K
Range Financial Group LLCNew Position+28K+$236K
Universal- Beteiligungs- und Servicegesellschaft mbHNew Position+27K+$228K
VIRTUS ADVISERS, LLCNew Position+22K+$181K
180 WEALTH ADVISORS, LLCNew Position+21K+$173K
L & S Advisors IncNew Position+18K+$147K
Continuum Advisory, LLCNew Position+16K+$133K
Ares Financial Consulting, LLCNew Position+16K+$131K
Visionary Wealth AdvisorsNew Position+15K+$125K
CWM, LLCNew Position+14K+$115K

IVR — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BlackRock, Inc.Decreased-26K-$50.5B
MILLENNIUM MANAGEMENT LLCDecreased-1.0M-$11.5B
STATE STREET CORPDecreased-75K-$10.6B
BALYASNY ASSET MANAGEMENT L.P.Closed Position-756K-$5.7B
RENAISSANCE TECHNOLOGIES LLCDecreased-206K-$5.1B
MORGAN STANLEYDecreased-224K-$5.0B
NORTHERN TRUST CORPDecreased-71K-$4.5B
AMERIPRISE FINANCIAL INCDecreased-13K-$2.6B
Cetera Investment AdvisersDecreased-3K-$1.6B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCDecreased-166K-$1.3B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-50K-$1.2B
Graham Capital Management, L.P.Decreased-79K-$1.2B
Nuveen, LLCDecreased-28K-$1.2B
Quantbot Technologies LPDecreased-101K-$991.4M
Swiss National BankClosed Position-128K-$966.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BlackRock, Inc.3,881,952$32.0M0.00%Share
2VANGUARD GROUP INC3,421,324$28.8M0.00%Share
3Invesco Ltd.2,518,264$21.2M0.00%Share
4BlackRock, Inc.2,268,190$19.0M0.00%Share
5MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,658,531$13.0M0.02%Share
6TWO SIGMA INVESTMENTS, LP1,608,532$13.0M0.02%Share
7GEODE CAPITAL MANAGEMENT, LLC1,478,195$12.0M0.00%Share
8STATE STREET CORP1,329,603$11.0M0.00%Share
9UBS Group AG976,338$8.2M0.00%Share
10TWO SIGMA ADVISERS, LP943,100$7.0M0.01%Share
11WOLVERINE ASSET MANAGEMENT LLC781,547$6.6M0.05%Share
12VAN ECK ASSOCIATES CORP802,335$6.0M0.00%Share
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC596,027$5.0M0.00%Share
14GOLDMAN SACHS GROUP INC495,567$4.0M0.00%Share
15NORTHERN TRUST CORP496,546$4.0M0.00%Share
16MILLENNIUM MANAGEMENT LLC483,795$4.0M0.00%Share
17SEGALL BRYANT & HAMILL, LLC464,264$3.9M0.05%Share
18VANGUARD GROUP INC447,085$3.8M0.00%Share
19RENAISSANCE TECHNOLOGIES LLC475,600$3.0M0.00%Share
20AQR CAPITAL MANAGEMENT LLC266,430$2.0M0.00%Share
21MORGAN STANLEY277,332$2.0M0.00%Share
22AMERIPRISE FINANCIAL INC323,175$2.0M0.00%Share
23ZACKS INVESTMENT MANAGEMENT251,349$2.0M0.02%Share
24Bramshill Investments, LLC210,226$1.8M0.10%Share
25GOLDMAN SACHS GROUP INC160,014$1.0M0.00%Share
26Cetera Investment Advisers207,766$1.0M0.00%Share
27BlackRock, Inc.145,533$1.0M0.00%Share
28BlackRock, Inc.233,065$1.0M0.00%Share
29Penserra Capital Management LLC146,940$1.0M0.01%Share
30BANK OF AMERICA CORP /DE/137,180$1.0M0.00%Share
31CITADEL ADVISORS LLC131,104$1.0M0.00%Share
32GEODE CAPITAL MANAGEMENT, LLC229,986$1.0M0.00%Share
33Centiva Capital, LP100,000$841K0.01%Call
34FIRETHORN WEALTH PARTNERS, LLC72,808$612K0.23%Share
35LSV ASSET MANAGEMENT67,810$570K0.00%Share
36UBS Group AG67,682$569K0.00%Share
37PFG Investments, LLC63,919$537K0.03%Share
38GROUP ONE TRADING LLC63,200$531K0.00%Put
39Straight Path Wealth Management52,000$437K0.12%Share
40UBS Group AG50,340$423K0.00%Share
41Odyssean, LLC45,640$383K0.28%Share
42NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,044$237K0.00%Share
43Range Financial Group LLC28,083$236K0.08%Share
44VANGUARD GROUP INC27,929$234K0.00%Share
45Universal- Beteiligungs- und Servicegesellschaft mbH27,196$228K0.00%Share
46GROUP ONE TRADING LLC24,906$209K0.00%Share
47Invesco Ltd.22,881$192K0.00%Share
48VIRTUS ADVISERS, LLC21,576$181K0.09%Share
49180 WEALTH ADVISORS, LLC20,575$173K0.02%Share
50L & S Advisors Inc17,500$147K0.01%Share

IVR Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025169$230.1M+49
Q3 2025120$225.4B-5
Q2 2025125$188.5B-21
Q1 2025146$227.1B+17
Q4 2024129$790.2B+14
Q3 2024115$138.3T+5
Q2 2024110$84.3T+2
Q1 2024108$79.3T—

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As of Q4 2025, 50 institutional investors hold IVR (Invesco Mortgage Capital Inc.). The largest holder is BlackRock, Inc. with $32.0M in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IVR?

As of Q4 2025, 50 institutional investors report holding IVR (Invesco Mortgage Capital Inc.) in their 13F filings.

Who is the largest institutional holder of IVR?

The largest institutional holder of IVR is BlackRock, Inc. with $32.0M in shares.

Is institutional ownership of IVR increasing or decreasing?

This quarter, 14 institutions opened new positions in IVR and 2 closed their positions.