IVR (Invesco Mortgage Capital) Institutional Ownership: 41.55% (As of Jul. 24, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

IVR Invesco Mortgage Capital Inc IVR
34 GF Score
Price $7.69
! 1 Warning Sign
View Full Analysis

What is Invesco Mortgage Capital Institutional Ownership?

Invesco Mortgage Capital IVR +0.59% 34 Institutional Ownership is 41.55% as of Jul. 24, 2026. GuruFocus rates IVR with a GF Score™ of 34/100. The stock has 1 warning sign investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Invesco Mortgage Capital's institutional ownership is 41.55%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Invesco Mortgage Capital's Insider Ownership is 0.55%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Invesco Mortgage Capital's Float Percentage Of Total Shares Outstanding is 99.82%.

Invesco Mortgage Capital Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Invesco Mortgage Capital's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Invesco Mortgage Capital Institutional Ownership Chart

Invesco Mortgage Capital Historical Data

The historical data trend for Invesco Mortgage Capital can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 32.84 33.60 32.73 32.31 28.68 27.83 28.91 26.91 26.22 28.11
IVR
34GF Score
Invesco Mortgage Capital Inc IVR
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Invesco Mortgage Capital Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 41.55% mean?
Invesco Mortgage Capital (IVR) has a Institutional Ownership of 41.55% as of Jul. 24, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Invesco Mortgage Capital and its competitors.
Is Invesco Mortgage Capital's Institutional Ownership too high?
Invesco Mortgage Capital's current Institutional Ownership is 41.55%. Overall, Invesco Mortgage Capital has a GF Score™ of 34/100, reflecting its overall financial health beyond just this single metric.
How does Invesco Mortgage Capital's Institutional Ownership compare to BRSP and ADAM?
Invesco Mortgage Capital's Institutional Ownership of 41.55% can be compared against companies in the REITs industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a REITs company?
A good Institutional Ownership depends on the REITs industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Invesco Mortgage Capital and its competitors. Invesco Mortgage Capital's current Institutional Ownership is 41.55%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Invesco Mortgage Capital stock overvalued right now?
Invesco Mortgage Capital (IVR) has a current Institutional Ownership of 41.55%. The current Institutional Ownership is 41.55%. Invesco Mortgage Capital's overall GF Score™ is 34/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Invesco Mortgage Capital (IVR), the current Institutional Ownership is 41.55% as of Jul. 24, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Invesco Mortgage Capital Business Description

Industry Real EstateREITs
Address 1331 Spring Street, North West, Suite 2500, Atlanta, GA, USA, 30309
Invesco Mortgage Capital Inc is a REIT that invests, finances, and manages residential and commercial mortgage-backed securities and mortgage loans. The company's portfolio consists of residential mortgage-backed securities (RMBS) that are guaranteed by a U.S. government agency such as the Government National Mortgage Association, or a federally chartered corporation such as the Federal National Mortgage Association or the Federal Home Loan Mortgage Corporation; Commercial mortgage-backed securities (CMBS) that are not guaranteed by a U.S. government agency or a federally chartered corporation; RMBS that are not guaranteed by a U.S. government agency or a federally chartered corporation; and other real estate-related financing arrangements.
34GF Score

Get the complete analysis for IVR

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$7.69
Price