Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IVR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.2M | $58.2M | +8.2% | 10.029% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $27.3M | — | 4.698% | 0.00% |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2.4M | $19.2M | +43.6% | 3.316% | 0.03% |
| 4 | TWO SIGMA INVESTMENTS, LP | 2.2M | $17.9M | +37.6% | 3.082% | 0.01% |
| 5 | Invesco Ltd. | 2.2M | $17.4M | -15.6% | 3.004% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.8M | $14.5M | +4.8% | 2.492% | 0.00% |
| 7 | STATE STREET CORP | 1.4M | $11.5M | +5.7% | 1.956% | 0.00% |
| 8 | D. E. Shaw & Co., Inc. | 1.1M | $8.6M | — | 1.483% | 0.01% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 677K | $5.5M | +42.4% | 0.943% | 0.01% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 602K | $4.9M | +1.0% | 0.838% | 0.00% |
| 11 | NORTHERN TRUST CORP | 593K | $4.8M | +13.3% | 0.826% | 0.00% |
| 12 | UBS Group AG | 581K | $4.7M | -46.9% | 0.809% | 0.00% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 564K | $4.6M | — | 0.785% | 0.00% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 548K | $4.4M | +83.2% | 0.763% | 0.00% |
| 15 | Point72 Asset Management, L.P. | 472K | $3.8M | +1345.5% | 0.658% | 0.01% |
| 16 | VANGUARD FIDUCIARY TRUST CO | 467K | $3.8M | — | 0.650% | 0.00% |
| 17 | SEGALL BRYANT & HAMILL, LLC | 450K | $3.7M | -3.1% | 0.626% | 0.06% |
| 18 | AMERIPRISE FINANCIAL INC | 427K | $3.4M | +30.4% | 0.595% | 0.00% |
| 19 | BANK OF AMERICA CORP /DE/ | 411K | $3.3M | +190.1% | 0.572% | 0.00% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 338K | $2.7M | +18.7% | 0.470% | 0.00% |
| 21 | GOLDMAN SACHS GROUP INC | 333K | $2.7M | -49.2% | 0.463% | 0.00% |
| 22 | Engineers Gate Manager LP | 322K | $2.6M | +489.1% | 0.449% | 0.03% |
| 23 | MORGAN STANLEY | 292K | $2.4M | -33.5% | 0.406% | 0.00% |
| 24 | ZACKS INVESTMENT MANAGEMENT | 267K | $2.2M | +6.4% | 0.372% | 0.02% |
| 25 | PRUDENTIAL FINANCIAL INC | 243K | $2.0M | — | 0.339% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in IVR — a direct measure of their conviction.
Filings activity in IVR during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 167 | 1.2% | 47.54% | +1.78 pp | $271M | +3.9% |
| Q4 2025 | 169 | +10% | 45.76% | +3.39 pp | $261M | +8.0% |
| Q3 2025 | 153 | +7.7% | 42.37% | +4.30 pp | $242M | +11% |
| Q2 2025 | 142 | 1.4% | 38.07% | 2.73 pp | $217M | 6.7% |
| Q1 2025 | 144 | +4.3% | 40.80% | +5.54 pp | $233M | +16% |
| Q4 2024 | 138 | 0.7% | 35.26% | 0.64 pp | $201M | 1.8% |
| Q3 2024 | 139 | +4.5% | 35.90% | +4.81 pp | $205M | +15% |
| Q2 2024 | 133 | — | 31.09% | — | $177M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IVR stock.
Based on Q1 2026 13F filings, institutional ownership of Invesco Mortgage Capital Inc. stands at 47.5%, held across 167 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of IVR, with approximately 7,204,654 shares worth $0.06B as of Q1 2026.
Yes — 4 widely-followed marquee investors appear among the top 25 institutional holders of IVR, including TWO SIGMA INVESTMENTS, LP, RENAISSANCE TECHNOLOGIES LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Point72 Asset Management, L.P..
Our composite Smart Money Score for IVR is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
32 institutions opened new positions in IVR during Q1 2026, while 34 fully exited. 60 added to existing positions and 73 trimmed.
IVR institutional ownership rose by 1.78 percentage points quarter-over-quarter, with a net change of -2 holders.
The top 10 institutions account for 68.2% of all reported 13F value in IVR, and the top 25 account for 87.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Invesco Mortgage Capital Inc. (IVR) Institutional Ownership