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Invesco Mortgage (IVR) Ownership - Who Owns Invesco Mortgage?
2,265 Followers
Invesco Mortgage (IVR) Ownership Overview
- 0.20% Insiders
- 7.24% Mutual Funds
- 0.62% Other Institutional Investors
- 19.73% ETFs
- 72.21% Public Companies and Individual Investors
The ownership structure of Invesco Mortgage (IVR) stock is a mix of institutional, retail, and individual investors. Approximately 27.59% of the company’s stock is owned by Institutional Investors, 0.20% is owned by Insiders, and 72.21% is owned by Public Companies and Individual Investors.
The ownership structure of Invesco Mortgage (IVR) stock is a mix of institutional, retail, and individual investors. Approximately 27.59% of the company’s stock is owned by Institutional Investors, 0.20% is owned by Insiders, and 72.21% is owned by Public Companies and Individual Investors.
Recent Insider Trading Activity
| Date | Name | Activity | Value |
|---|---|---|---|
| May 06, 2026 | Mark William Gregson | $14,035 | |
| Mar 02, 2026 | Robert Waldner | $8,440 | |
| Nov 11, 2025 | Robert L Fleshman | $49,440 |
Recent Hedge Fund Trading Activity
| Date | Firm | Activity | Value |
|---|---|---|---|
| Jun 30, 2026 | Graham Capital Management, L.p. | $1,207,641 | |
| Jun 30, 2026 | $69,562,470 |
Top Shareholders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| BlackRock, Inc. | 8,805,376 | Institution | 8.07% | 48,605,676 |
| Ishares | 5,889,909 | Institution | 5.40% | 32,512,298 |
| Vanguard | 4,907,698 | Institution | 4.50% | 27,090,493 |
| Global X | 4,780,033 | Institution | 4.38% | 26,385,782 |
| Vanguard Index Funds | 3,909,683 | Institution | 3.58% | 21,581,450 |
| Invesco | 2,623,921 | Institution | 2.40% | 14,484,044 |
| Vaneck | 1,503,950 | Institution | 1.38% | 8,301,804 |
| Fidelity Salem Street Trust | 1,149,223 | Institution | 1.05% | 6,343,711 |
| Fidelity Concord Street Trust | 977,271 | Institution | 0.90% | 5,394,536 |
| Schwab | 659,039 | Institution | 0.60% | 3,637,895 |
Top Mutual Fund Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard Index Funds | 3,909,683 | Institution | 3.58% | 21,581,450 |
| Fidelity Salem Street Trust | 1,149,223 | Institution | 1.05% | 6,343,711 |
| Fidelity Concord Street Trust | 977,271 | Institution | 0.90% | 5,394,536 |
| Vanguard Scottsdale Funds | 615,251 | Institution | 0.56% | 3,396,186 |
| Schwab Capital Trust | 265,465 | Institution | 0.24% | 1,465,367 |
| Tiaa-cref Funds | 244,061 | Institution | 0.22% | 1,347,217 |
| Locorr Investment Trust | 195,059 | Institution | 0.18% | 1,076,726 |
| Vanguard World Fund | 140,536 | Institution | 0.13% | 775,759 |
| Vanguard Valley Forge Funds | 45,048 | Institution | 0.04% | 248,665 |
| Vanguard Institutional Index Funds | 40,485 | Institution | 0.04% | 223,477 |
Top ETF Holders
| Holder | # of Shares | Type | % Holding | Value |
|---|---|---|---|---|
| Vanguard, VTI ETF | 2,802,915 | Institution | 2.57% | 17,013,694 |
| iShares, IWM ETF | 2,772,665 | Institution | 2.54% | 15,305,111 |
| Invesco, KBWD ETF | 2,547,598 | Institution | 2.34% | 14,062,741 |
| iShares, REM ETF | 1,536,249 | Institution | 1.41% | 8,480,094 |
| VanEck, MORT ETF | 1,528,113 | Institution | 1.40% | 8,114,280 |
| Global X, SDIV ETF | 1,397,157 | Institution | 1.28% | 7,418,904 |
| Global X, DE:BUG1 ETF | 1,229,819 | Institution | 1.13% | 6,530,339 |
| Global X, GB:SDIV ETF | 1,229,819 | Institution | 1.13% | 6,530,339 |
| Vanguard, VXF ETF | 1,215,788 | Institution | 1.11% | 7,379,833 |
| iShares, IWN ETF | 985,742 | Institution | 0.90% | 5,234,290 |
FAQ
Who Owns Invesco Mortgage (IVR)?
According to the latest TipRanks data, approximately 27.59% of the company's stock is held by institutional investors, 0.20% is held by insiders, and 72.21% is held by public companies and individual investors.
What percentage of Invesco Mortgage (IVR) stock is held by institutional investors?
According to the latest TipRanks data, approximately 27.59% of Invesco Mortgage (IVR) stock is held by institutional investors: 7.24% by mutual funds, 19.73% by ETFs and 0.62% by other institutional investors.
What percentage of Invesco Mortgage (IVR) stock is held by retail investors?
According to the latest TipRanks data, approximately 72.21% of Invesco Mortgage (IVR) stock is held by public companies and individual investors.
Who owns the most shares of Invesco Mortgage (IVR)?
BlackRock, Inc. owns the most shares of Invesco Mortgage (IVR).
What is the significance of the ownership structure for a publicly traded company?
The ownership structure can impact the company's decision making, as large institutional investors may exert influence on the company's management and can also affect the company's stock price with their buying and selling patterns.
