| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 9.2% | $39,335,614 | 5,563,736 | BlackRock, Inc. | 31 Dec 2024 |
As of 31 Dec 2025, 166 institutional investors reported holding 31,759,926 shares of Invesco Mortgage Capital Inc. - Common Stock (IVR). This represents 53% of the company’s total 60,475,391 outstanding shares.
The largest institutional shareholders of Invesco Mortgage Capital Inc. - Common Stock (IVR) together control 47% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 11% | 6,656,120 | -0.38% | 0% | $55,977,970 |
| VANGUARD GROUP INC | 6.4% | 3,896,338 | +4.5% | 0% | $32,768,203 |
| Invesco Ltd. | 4.2% | 2,555,890 | +8.5% | 0% | $21,495,034 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.8% | 1,708,181 | +6.3% | 0% | $14,368,618 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.7% | 1,658,531 | +7.4% | 0.02% | $13,948,246 |
| TWO SIGMA INVESTMENTS, LP | 2.7% | 1,608,532 | +58% | 0.02% | $13,527,754 |
| STATE STREET CORP | 2.2% | 1,329,603 | -5.3% | 0% | $11,648,849 |
| UBS Group AG | 1.8% | 1,094,468 | +69% | 0% | $9,204,476 |
| TWO SIGMA ADVISERS, LP | 1.6% | 943,100 | +3.5% | 0.02% | $7,931,471 |
| VAN ECK ASSOCIATES CORP | 1.3% | 802,335 | +21% | 0.01% | $6,748,000 |
| WOLVERINE ASSET MANAGEMENT LLC | 1.3% | 781,547 | -34% | 0.09% | $6,572,810 |
| GOLDMAN SACHS GROUP INC | 1.1% | 655,581 | +3.6% | 0% | $5,513,437 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.99% | 596,027 | +6% | 0% | $5,012,587 |
| NORTHERN TRUST CORP | 0.87% | 523,864 | -12% | 0% | $4,405,697 |
| MILLENNIUM MANAGEMENT LLC | 0.8% | 483,795 | -68% | 0% | $4,068,716 |
| RENAISSANCE TECHNOLOGIES LLC | 0.79% | 475,600 | -30% | 0.01% | $3,999,796 |
| SEGALL BRYANT & HAMILL, LLC | 0.77% | 464,264 | +6.3% | 0.05% | $3,904,460 |
| MORGAN STANLEY | 0.73% | 438,738 | -34% | 0% | $3,689,789 |
| AMERIPRISE FINANCIAL INC | 0.54% | 327,710 | -3.9% | 0% | $2,757,595 |
| AQR CAPITAL MANAGEMENT LLC | 0.47% | 284,580 | +85% | 0% | $2,393,317 |
| ZACKS INVESTMENT MANAGEMENT | 0.42% | 251,349 | +22% | 0.02% | $2,113,842 |
| JANE STREET GROUP, LLC | 0.38% | 230,251 | +803% | 0% | $1,936,411 |
| Bramshill Investments, LLC | 0.35% | 210,226 | +0.73% | 0.11% | $1,768,001 |
| Cetera Investment Advisers | 0.34% | 207,766 | -1.4% | 0% | $1,747,309 |
| Bank of New York Mellon Corp | 0.3% | 180,120 | +1.2% | 0% | $1,514,808 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 31,759,926 | $267,428,477 | -$7,309,647 | $8.41 | 166 |
| 2025 Q3 | 32,785,534 | $247,868,374 | +$32,629,527 | $7.56 | 156 |
| 2025 Q2 | 28,448,686 | $223,040,326 | -$12,566,056 | $7.84 | 141 |
| 2025 Q1 | 30,029,584 | $236,934,494 | +$35,031,977 | $7.89 | 145 |
| 2024 Q4 | 25,554,440 | $206,146,817 | +$23,321,720 | $8.05 | 139 |
| 2024 Q3 | 22,403,553 | $209,866,721 | +$18,682,474 | $9.39 | 140 |
| 2024 Q2 | 20,247,653 | $189,724,104 | +$5,211,957 | $9.37 | 136 |
| 2024 Q1 | 19,188,194 | $185,655,776 | -$3,180,048 | $9.68 | 138 |
| 2023 Q4 | 19,547,742 | $173,596,426 | -$33,387,932 | $8.86 | 149 |
| 2023 Q3 | 23,076,857 | $230,998,759 | +$9,210,493 | $10.01 | 142 |
| 2023 Q2 | 22,101,958 | $254,155,415 | +$20,064,827 | $11.47 | 139 |
| 2023 Q1 | 20,365,125 | $225,774,967 | +$11,654,112 | $11.09 | 138 |
| 2022 Q4 | 19,311,957 | $245,801,285 | +$7,050,632 | $12.73 | 122 |
| 2022 Q3 | 18,873,563 | $209,480,860 | -$5,296,864 | $11.10 | 108 |
| 2022 Q2 | 18,895,028 | $277,393,430 | +$277,263,425 | $14.68 | 114 |
| 2022 Q1 | 8,406 | $29,500 | +$8,789 | $19.98 | 2 |
| 2021 Q4 | 4,259 | $11,840 | +$10,840 | $2.78 | 1 |
| 2021 Q3 | 117 | $1,000 | $8.55 | 1 | |
| 2020 Q3 | 0 | $0 | -$5,524 | $8.90 | 0 |
| 2020 Q2 | 1,477 | $5,524 | +$2,375 | $3.74 | 1 |
| 2020 Q1 | 842 | $2,871 | -$1,817 | $3.41 | 1 |
| 2019 Q4 | 1,375 | $22,894 | +$8,875 | $16.65 | 1 |
| 2019 Q3 | 842 | $12,891 | $15.31 | 1 | |
| 2019 Q2 | 842 | $13,573 | +$13,573 | $16.12 | 1 |
| 2019 Q1 | 0 | $0 | -$42,644 | $8.90 | 0 |
| 2018 Q4 | 2,945 | $42,644 | $14.48 | 1 | |
| 2018 Q3 | 2,945 | $46,590 | +$46,590 | $15.82 | 1 |
| 2018 Q1 | 0 | $0 | -$26,228 | $8.90 | 0 |
| 2017 Q4 | 1,471 | $26,228 | +$26,228 | $17.83 | 1 |
| 2017 Q2 | 0 | $0 | -$6,775 | $8.90 | 0 |
| 2017 Q1 | 439 | $6,775 | $15.43 | 1 | |
| 2016 Q4 | 439 | $6,415 | $14.61 | 1 | |
| 2016 Q3 | 439 | $6,691 | +$183 | $15.24 | 1 |
| 2016 Q2 | 427 | $5,852 | +$5,852 | $13.70 | 1 |