Who Owns INVESCO MORTGAGE CAPITAL INC Stock?
NYSE: IVRReal EstateReal Estate Investment TrustsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 44.69%
- Held by insiders
- 0.26%
- Institutional holders
- 239
- Institutions 44.7%
- Insiders 0.3%
- Public and other 55.0%
Who owns INVESCO MORTGAGE CAPITAL INC stock?
Institutional investors own about 44.7% of INVESCO MORTGAGE CAPITAL INC's shares, spread across 239 institutions that file 13F reports. That level of institutional ownership is moderate. Insiders, including executives, directors and large founding shareholders, hold 0.26% of IVR.
The largest institutional holders are Blackrock Inc. (8.18%), Vanguard Capital Management LLC (3.71%) and Mirae Asset Global ETFs Holdings Ltd. (3.07%). Together, the top 10 institutions control 25.6% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their IVR positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of IVR
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 8.81M | 8.18% | +22.2% |
| Vanguard Capital Management LLC | 3.99M | 3.71% | +18.4% |
| Mirae Asset Global ETFs Holdings Ltd. | 3.31M | 3.07% | +38.9% |
| Invesco Ltd. | 2.42M | 2.25% | +12.3% |
| Geode Capital Management, LLC | 2.38M | 2.21% | +32.8% |
| State Street Corporation | 1.85M | 1.72% | +31.6% |
| Two Sigma Investments, LP | 1.30M | 1.20% | -41.4% |
| Ascentis Wealth Management, LLC | 1.30M | 1.20% | +100.0% |
| Northern Trust Corporation | 1.11M | 1.03% | +87.0% |
| Van Eck Associates Corporation | 1.07M | 1.00% | +10.6% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of IVR
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.84M | 2.64% |
| iShares Trust-iShares Russell 2000 ETF | 2.45M | 2.27% |
| Invesco Exch-Trd Fd. TRT II-Invesco KBW High Dividend Yield Financial | 2.30M | 2.13% |
| GLOBAL X FUNDS-Global X SuperDividend ETF | 1.42M | 1.32% |
| iShares Trust-iShares Mortgage Real Estate ETF | 1.13M | 1.05% |
| VanEck ETF Trust-VanEck Mortgage REIT Income ETF | 1.07M | 1.00% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.07M | 0.99% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 1.00M | 0.93% |
| GLOBAL X FUNDS-Global X SuperDividend REIT ETF | 937.03K | 0.87% |
| iShares Trust-iShares Russell 2000 Value ETF | 883.63K | 0.82% |
Frequently asked questions
Who is the largest shareholder of INVESCO MORTGAGE CAPITAL INC?
Blackrock Inc. is the largest institutional shareholder of IVR, owning 8.18% of shares outstanding (8.81M shares) as of its latest 13F filing.
What percentage of INVESCO MORTGAGE CAPITAL INC is owned by institutions?
Institutions own about 44.7% of IVR shares and 44.8% of the public float.
How much of INVESCO MORTGAGE CAPITAL INC do insiders own?
Insiders, such as officers and directors, own about 0.26% of IVR shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.