Who Owns IVR?

Invesco Mortgage Capital Inc. — Institutional Ownership & 13F Holdings

$8.29

-0.01 (-0.06%)

Market Cap

$559.1M

Shares Outstanding

66,875,000

Institutional Holders

146

Total Inst. Value

$206.3M

% of Float Held

42.5%

QoQ Holder Change

+39

Institutional data as of Q1 2025

New Positions

34

Closed Positions

17

Increased

55

Decreased

33

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BlackRock, Inc.$52.0M6,595,081
2VANGUARD GROUP INC$27.1M3,433,563
3Invesco Ltd.$18.6M2,363,174
4BALYASNY ASSET MANAGEMENT L.P.$15.4M1,949,391
5GEODE CAPITAL MANAGEMENT, LLC$11.9M1,506,916
6STATE STREET CORP$8.8M1,120,645
7JUPITER ASSET MANAGEMENT LTDNew$7.0M886,738
8UBS Group AG$6.5M828,037
9RENAISSANCE TECHNOLOGIES LLC$5.8M736,700
10VAN ECK ASSOCIATES CORPNew$5.1M648,309

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
BlackRock, Inc.+1.0M$52.0M
VANGUARD GROUP INC+240K$27.1M
Invesco Ltd.+38K$18.6M
BALYASNY ASSET MANAGEMENT L.P.+492K$15.4M
GEODE CAPITAL MANAGEMENT, LLC+155K$11.9M

Top Sellers

Famous Fund Managers

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Frequently Asked Questions

How many institutional investors hold IVR?

As of Q1 2025, 146 institutional investors report holding IVR (Invesco Mortgage Capital Inc.) in their 13F filings.

What percentage of Invesco Mortgage Capital Inc. is owned by institutions?

Institutional investors hold approximately 42.5% of Invesco Mortgage Capital Inc.'s float as reported in SEC 13F filings.

Which hedge fund owns the most IVR?

The largest institutional holder of IVR is BlackRock, Inc. with $52.0M in shares.

Are institutions buying or selling IVR?

This quarter, 34 institutions opened new positions in IVR and 17 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.