INVESCO MORTGAGE CAPITAL (IVR) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $268.06M 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 $58.21M in its March 31, 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 $58.00M, representing an estimated loss of -0.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
167
Total Reported Value
$268.06M
Largest Holder
Blackrock, Inc.
Largest Position
$58.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
188
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% | 7,204,654 | $58,213,604 | $57,997,465 | -$216,139 | -0.37% | |
| Vanguard Capital Management Llc | 0.00% | 3,375,070 | $27,270,566 | $27,169,314 | -$101,252 | -0.37% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.03% | 2,382,169 | $19,247,926 | $19,176,460 | -$71,466 | -0.37% | |
| Two Sigma Investments, Lp | 0.01% | 2,213,915 | $17,888,433 | $17,822,016 | -$66,417 | -0.37% | |
| Invesco Ltd. | 0.00% | 2,158,130 | $17,437,691 | $17,372,947 | -$64,745 | -0.37% | |
| Geode Capital Management, Llc | 0.00% | 1,790,303 | $14,469,203 | $14,411,939 | -$57,264 | -0.40% | |
| State Street Corp | 0.00% | 1,405,180 | $11,519,198 | $11,311,699 | -$207,499 | -1.80% | |
| D. E. Shaw & Co., Inc. | 0.01% | 1,065,656 | $8,610,500 | $8,578,531 | -$31,969 | -0.37% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 677,100 | $5,470,968 | $5,450,655 | -$20,313 | -0.37% |
| Charles Schwab Investment Management Inc | 0.00% | 601,963 | $4,863,861 | $4,845,802 | -$18,059 | -0.37% | |
| Northern Trust Corp | 0.00% | 593,302 | $4,793,880 | $4,776,081 | -$17,799 | -0.37% | |
| Ubs Group Ag | 0.00% | 581,207 | $4,696,153 | $4,678,716 | -$17,437 | -0.37% | |
| Vanguard Portfolio Management Llc | 0.00% | 564,283 | $4,559,407 | $4,542,478 | -$16,929 | -0.37% | |
| Point72 Asset Management, L.P. | 0.01% | 472,427 | $3,817,210 | $3,803,037 | -$14,173 | -0.37% | |
| Vanguard Fiduciary Trust Co | 0.00% | 467,033 | $3,773,627 | $3,759,616 | -$14,011 | -0.37% | |
| Segall Bryant & Hamill, Llc | 0.06% | 450,042 | $3,739,850 | $3,622,838 | -$117,012 | -3.13% | |
| Ameriprise Financial Inc | 0.00% | 427,323 | $3,445,912 | $3,439,950 | -$5,962 | -0.17% | |
| Bank Of America Corp | 0.00% | 410,787 | $3,319,155 | $3,306,835 | -$12,320 | -0.37% | |
| Aqr Capital Management Llc | 0.00% | 337,676 | $2,728,421 | $2,718,292 | -$10,129 | -0.37% | |
| Goldman Sachs Group Inc | 0.00% | 332,836 | $2,689,316 | $2,679,330 | -$9,986 | -0.37% | |
| Engineers Gate Manager Lp | 0.03% | 322,498 | $2,605,784 | $2,596,109 | -$9,675 | -0.37% | |
| Morgan Stanley | 0.00% | 291,792 | $2,357,687 | $2,348,926 | -$8,761 | -0.37% | |
| Zacks Investment Management | 0.02% | 267,422 | $2,160,771 | $2,152,747 | -$8,024 | -0.37% | |
| Prudential Financial Inc | 0.00% | 243,267 | $1,965,597 | $1,958,299 | -$7,298 | -0.37% | |
| Millennium Management Llc | 0.00% | 222,827 | $1,800,442 | $1,793,757 | -$6,685 | -0.37% | |
| Cetera Investment Advisers | 0.00% | 222,127 | $1,794,786 | $1,788,122 | -$6,664 | -0.37% | |
| Tudor Investment Corp Et Al | 0.01% | 213,560 | $1,725,565 | $1,719,158 | -$6,407 | -0.37% | |
| Verition Fund Management Llc | 0.02% | 212,212 | $1,714,673 | $1,708,307 | -$6,366 | -0.37% | |
| Bramshill Investments, Llc | 0.15% | 208,827 | $1,687,322 | $1,681,057 | -$6,265 | -0.37% | |
| Wolverine Asset Management Llc | 0.02% | 191,890 | $1,550,471 | $1,544,715 | -$5,756 | -0.37% | |
| Bank Of New York Mellon Corp | 0.00% | 181,596 | $1,467,295 | $1,461,848 | -$5,447 | -0.37% | |
| Odyssean, Llc | 0.45% | 152,912 | $1,235,529 | $1,230,942 | -$4,587 | -0.37% | |
| Susquehanna International Group, Llp | 0.00% | 151,656 | $1,225,380 | $1,220,831 | -$4,549 | -0.37% | |
| Nuveen, Llc | 0.00% | 135,183 | $1,092,279 | $1,088,223 | -$4,056 | -0.37% | |
| Lpl Financial Llc | 0.00% | 126,780 | $1,024,381 | $1,020,579 | -$3,802 | -0.37% | |
| Exoduspoint Capital Management, Lp | 0.01% | 124,006 | $1,001,968 | $998,248 | -$3,720 | -0.37% | |
| Graham Capital Management, L.P. | 0.03% | 121,335 | $980,387 | $976,747 | -$3,640 | -0.37% | |
| Firethorn Wealth Partners, Llc | 0.34% | 115,591 | $933,977 | $930,508 | -$3,469 | -0.37% | |
| Squarepoint Ops Llc | 0.00% | 105,060 | $848,885 | $845,733 | -$3,152 | -0.37% | |
| Wells Fargo & Company/Mn | 0.00% | 103,533 | $836,544 | $833,441 | -$3,103 | -0.37% | |
| Sei Investments Co | 0.00% | 102,771 | $830,390 | $827,307 | -$3,083 | -0.37% | |
| Balyasny Asset Management L.P. | 0.00% | 96,226 | $777,506 | $774,619 | -$2,887 | -0.37% | |
| Rhumbline Advisers | 0.00% | 92,148 | $744,542 | $741,791 | -$2,751 | -0.37% | |
| Qube Research & Technologies Ltd | 0.00% | 81,113 | $655,393 | $652,960 | -$2,433 | -0.37% | |
| Schonfeld Strategic Advisors Llc | 0.00% | 74,620 | $602,929 | $600,691 | -$2,238 | -0.37% | |
| Informed Momentum Co Llc | 0.07% | 72,293 | $584,127 | $581,959 | -$2,168 | -0.37% | |
| Alliancebernstein L.P. | 0.00% | 64,217 | $540,065 | $516,947 | -$23,118 | -4.28% | |
| Pfg Investments, Llc | 0.03% | 66,709 | $539,012 | $537,007 | -$2,005 | -0.37% | |
| Ieq Capital, Llc | 0.00% | 58,353 | $471,493 | $469,742 | -$1,751 | -0.37% | |
| Straight Path Wealth Management | 0.11% | 53,000 | $428,240 | $426,650 | -$1,590 | -0.37% |
Frequently asked questions about IVR
Who owns the most IVR stock?
The largest holders of IVR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO MORTGAGE CAPITAL (IVR).
Is IVR widely held by superinvestors?
Many widely followed stocks like IVR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IVR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.