INVESCO MORTGAGE CAPITAL (IVR) Institutional Shareholders
INVESCO MORTGAGE CAPITAL (IVR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $337.07M in IVR holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of IVR tracked by InsiderSet, reporting ownership valued at approximately $69.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $55.12M, representing an estimated loss of -20.76% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed IVR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Mirae Asset Global Etfs Holdings Ltd., and several other long-term asset managers with concentrated positions in INVESCO MORTGAGE CAPITAL (IVR).
This page ranks the largest institutional IVR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
178
Total Reported Value
$337.07M
Largest Holder
Blackrock, Inc.
Largest Position
$69.56M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 8,805,376 | $69,562,475 | $55,121,654 | -$14,440,821 | -20.76% | |
| Vanguard Capital Management Llc | 0.00% | 3,994,974 | $31,560,295 | $25,008,537 | -$6,551,758 | -20.76% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.03% | 3,309,701 | $26,146,638 | $20,718,728 | -$5,427,910 | -20.76% | |
| Invesco Ltd. | 0.00% | 2,424,263 | $19,151,677 | $15,175,886 | -$3,975,791 | -20.76% | |
| Geode Capital Management, Llc | 0.00% | 2,377,470 | $18,785,729 | $14,882,962 | -$3,902,767 | -20.78% | |
| State Street Corp | 0.00% | 1,849,062 | $14,803,141 | $11,575,128 | -$3,228,013 | -21.81% | |
| Two Sigma Investments, Lp | 0.01% | 1,296,579 | $10,242,974 | $8,116,585 | -$2,126,389 | -20.76% | |
| Ascentis Wealth Management, Llc | 1.56% | 1,295,330 | $10,233,107 | $8,108,766 | -$2,124,341 | -20.76% | |
| Northern Trust Corp | 0.00% | 1,109,739 | $8,766,938 | $6,946,966 | -$1,819,972 | -20.76% | |
| Van Eck Associates Corp | 0.01% | 1,073,203 | $8,478,304 | $6,718,251 | -$1,760,053 | -20.76% | |
| D. E. Shaw & Co., Inc. | 0.00% | 1,010,427 | $7,982,373 | $6,325,273 | -$1,657,100 | -20.76% | |
| Vanguard Portfolio Management Llc | 0.00% | 756,372 | $5,975,339 | $4,734,889 | -$1,240,450 | -20.76% | |
| Charles Schwab Investment Management Inc | 0.00% | 752,156 | $5,942,032 | $4,708,497 | -$1,233,535 | -20.76% | |
| Ubs Group Ag | 0.00% | 718,377 | $5,675,179 | $4,497,040 | -$1,178,139 | -20.76% | |
| Aqr Capital Management Llc | 0.00% | 712,061 | $5,625,283 | $4,457,502 | -$1,167,781 | -20.76% | |
| Morgan Stanley | 0.00% | 615,610 | $4,863,329 | $3,853,719 | -$1,009,610 | -20.76% | |
| Vanguard Fiduciary Trust Co | 0.00% | 614,225 | $4,852,378 | $3,845,049 | -$1,007,330 | -20.76% | |
| Ameriprise Financial Inc | 0.00% | 477,827 | $3,775,350 | $2,991,197 | -$784,153 | -20.77% | |
| Hudson Bay Capital Management Lp | 0.02% | 432,156 | $3,414,032 | $2,705,297 | -$708,735 | -20.76% | |
| Segall Bryant & Hamill, Llc | 0.04% | 408,368 | $3,226,107 | $2,556,384 | -$669,723 | -20.76% | |
| Summit Financial, Llc | 0.03% | 388,455 | $3,114,896 | $2,431,728 | -$683,168 | -21.93% | |
| Odyssean, Llc | 0.48% | 374,410 | $2,957,839 | $2,343,807 | -$614,032 | -20.76% | |
| Bank Of America Corp | 0.00% | 350,673 | $2,770,316 | $2,195,213 | -$575,103 | -20.76% | |
| Verition Fund Management Llc | 0.02% | 335,615 | $2,651,359 | $2,100,950 | -$550,409 | -20.76% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 288,700 | $2,280,730 | $1,807,262 | -$473,468 | -20.76% |
| Wolverine Asset Management Llc | 0.03% | 285,237 | $2,253,372 | $1,785,584 | -$467,788 | -20.76% | |
| Bank Of New York Mellon Corp | 0.00% | 264,202 | $2,087,197 | $1,653,905 | -$433,292 | -20.76% | |
| Cetera Investment Advisers | 0.00% | 247,749 | $1,957,217 | $1,550,909 | -$406,308 | -20.76% | |
| Goldman Sachs Group Inc | 0.00% | 231,634 | $1,829,909 | $1,450,029 | -$379,880 | -20.76% | |
| Engineers Gate Manager Lp | 0.02% | 225,000 | $1,777,500 | $1,408,500 | -$369,000 | -20.76% | |
| Citadel Advisors Llc | 0.00% | 221,066 | $1,746,421 | $1,383,873 | -$362,548 | -20.76% | |
| Firethorn Wealth Partners, Llc | 0.55% | 216,600 | $1,711,141 | $1,355,916 | -$355,225 | -20.76% | |
| Atom Investors Lp | 0.15% | 213,771 | $1,688,791 | $1,338,206 | -$350,585 | -20.76% | |
| Bramshill Investments, Llc | 0.13% | 211,265 | $1,668,994 | $1,322,519 | -$346,475 | -20.76% | |
| Varcov Co. | 0.62% | 207,364 | $1,638,176 | $1,298,099 | -$340,077 | -20.76% | |
| Millennium Management Llc | 0.00% | 174,277 | $1,376,788 | $1,090,974 | -$285,814 | -20.76% | |
| Nuveen, Llc | 0.00% | 167,784 | $1,325,494 | $1,050,328 | -$275,166 | -20.76% | |
| Wells Fargo & Company/Mn | 0.00% | 156,636 | $1,237,427 | $980,541 | -$256,886 | -20.76% | |
| Penserra Capital Management Llc | 0.01% | 156,323 | $1,234,000 | $978,582 | -$255,418 | -20.70% | |
| Graham Capital Management, L.P. | 0.03% | 152,866 | $1,207,641 | $956,941 | -$250,700 | -20.76% | |
| Squarepoint Ops Llc | 0.00% | 142,866 | $1,128,641 | $894,341 | -$234,300 | -20.76% | |
| Pvg Asset Management Corp | 0.61% | 133,630 | $1,055,677 | $836,524 | -$219,153 | -20.76% | |
| Ieq Capital, Llc | 0.00% | 130,496 | $1,030,919 | $816,905 | -$214,014 | -20.76% | |
| Price T Rowe Associates Inc | 0.00% | 126,671 | $1,001,000 | $792,960 | -$208,040 | -20.78% | |
| Jpmorgan Chase & Co | 0.00% | 125,429 | $988,380 | $785,186 | -$203,194 | -20.56% | |
| Lpl Financial Llc | 0.00% | 120,900 | $955,113 | $756,834 | -$198,279 | -20.76% | |
| Rhumbline Advisers | 0.00% | 115,295 | $910,822 | $721,747 | -$189,075 | -20.76% | |
| Centiva Capital, Lp | 0.03% | 100,000 | $790,000 | $626,000 | -$164,000 | -20.76% | |
| Y-Intercept (Hong Kong) Ltd | 0.02% | 98,930 | $781,547 | $619,302 | -$162,245 | -20.76% | |
| Exoduspoint Capital Management, Lp | 0.01% | 98,865 | $781,033 | $618,895 | -$162,138 | -20.76% |
Frequently asked questions about IVR
Who are the largest institutional holders of IVR?
The largest institutional holders of IVR reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Mirae Asset Global Etfs Holdings Ltd., Invesco Ltd., and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported IVR position.
What is IVR institutional ownership?
This page tracks IVR positions reported by institutional investment managers through SEC Form 13F. INVESCO MORTGAGE CAPITAL (IVR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IVR?
InsiderSet currently tracks 178 institutional managers reporting IVR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IVR shareholders.
How much IVR stock do institutions own?
Institutional investment managers disclosed approximately $337.07M in IVR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IVR institutional ownership last updated?
The latest IVR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IVR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IVR position after the reporting date.
Are institutions buying or selling IVR?
Institutional buying and selling can be analyzed by comparing IVR positions across consecutive 13F reporting periods. InsiderSet's IVR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IVR ownership changes.
How has IVR institutional ownership changed over time?
InsiderSet tracks IVR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.