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Invesco Mortgage Capital Inc.

IVR
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0001437071

No open-market purchases or sales by Invesco Mortgage Capital Inc. insiders were filed in the last 90 days; 182 institutions reported holding it in 13F filings for Q2 2026, worth $337.4M in total; no superinvestor holds it.

Other share classesIVR.PC

13F holders, Q1 2021

Institutional positions in Invesco Mortgage Capital Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
188
No complete 13F data for Q4 2020
Shares held
140.5M
No complete 13F data for Q4 2020
Total value
$562.4M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting IVR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 188 institutions
Q1 2021: 188 institutionsQ2 2021: 203 institutionsQ3 2021: 211 institutionsQ4 2021: 218 institutionsQ1 2022: 204 institutionsQ2 2022: 133 institutionsQ3 2022: 128 institutionsQ4 2022: 125 institutionsQ1 2023: 143 institutionsQ2 2023: 141 institutionsQ3 2023: 144 institutionsQ4 2023: 157 institutionsQ1 2024: 140 institutionsQ2 2024: 136 institutionsQ3 2024: 142 institutionsQ4 2024: 139 institutionsQ1 2025: 146 institutionsQ2 2025: 145 institutionsQ3 2025: 159 institutionsQ4 2025: 172 institutionsQ1 2026: 172 institutionsQ2 2026: 182 institutions
Value heldQ1 2021: $562.4M
Q1 2021: $562.4MQ2 2021: $622.9MQ3 2021: $526.3MQ4 2021: $487.3MQ1 2022: $393.8MQ2 2022: $277.9MQ3 2022: $210.4MQ4 2022: $245.7MQ1 2023: $225.8MQ2 2023: $254.2MQ3 2023: $231.0MQ4 2023: $174.4MQ1 2024: $185.9MQ2 2024: $189.7MQ3 2024: $209.9MQ4 2024: $206.1MQ1 2025: $236.9MQ2 2025: $223.0MQ3 2025: $247.9MQ4 2025: $267.6MQ1 2026: $280.2MQ2 2026: $337.4M
Institutions holding IVR and their total value by quarter
QuarterHoldersValue
Q2 2026182$337.4M
Q1 2026172$280.2M
Q4 2025172$267.6M
Q3 2025159$247.9M
Q2 2025145$223.0M
Q1 2025146$236.9M
Q4 2024139$206.1M
Q3 2024142$209.9M
Q2 2024136$189.7M
Q1 2024140$185.9M
Q4 2023157$174.4M
Q3 2023144$231.0M
Q2 2023141$254.2M
Q1 2023143$225.8M
Q4 2022125$245.7M
Q3 2022128$210.4M
Q2 2022133$277.9M
Q1 2022204$393.8M
Q4 2021218$487.3M
Q3 2021211$526.3M
Q2 2021203$622.9M
Q1 2021188$562.4M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding IVR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cetera Advisors LLC41,980$168.0K0.00%––
Truist Financial Corp40,224$161.0K0.00%––
Cito Capital Group, LLC40,000$160.0K0.08%––
Commonwealth Equity Services, LLC39,790$159.0K0.00%––
Envestnet Asset Management Inc38,618$155.0K0.00%––
Raymond James & Associates36,271$145.0K0.00%––
Citigroup Inc35,575$143.0K0.00%––
Victory Capital Management Inc32,626$131.0K0.00%––
Two Sigma Securities, LLC32,790$131.0K0.03%––
Capital Square, LLC33,309$130.0K0.10%––
Fifth Third Bancorp30,891$124.0K0.00%––
Mutual of America Capital Management LLC30,826$124.0K0.00%––
First Citizens Bank & Trust Co30,636$123.0K0.01%––
Range Financial Group LLC29,211$117.0K0.11%––
Jaffetilchin Investment Partners, LLC28,916$116.0K0.01%––
Public Employees Retirement Association of Colorado28,752$115.0K0.00%––
Bluefin Capital Management, LLC28,600$115.0K0.01%––
Sigma Planning Corp28,648$115.0K0.00%––
Profund Advisors LLC27,843$112.0K0.00%––
LPL Financial LLC27,861$112.0K0.00%––
Guggenheim Capital LLC27,654$111.0K0.00%––
Tower Research Capital LLC (TRC)27,094$108.0K0.00%––
Sonora Investment Management, LLC25,374$102.0K0.01%––
HSBC Holdings PLC24,803$101.0K0.00%––
Public Employees Retirement System of Ohio25,051$100.0K0.00%––
Gotham Asset Management, LLC23,751$95.0K0.00%––
Firethorn Wealth Partners, LLC23,214$93.0K0.09%––
Teacher Retirement System of Texas22,604$91.0K0.00%––
Stifel Financial Corp22,107$89.0K0.00%––
Cambridge Investment Research Advisors, Inc.21,562$86.0K0.00%––
Cetera Advisor Networks LLC20,923$84.0K0.00%––
Engineers Gate Manager LP21,063$84.0K0.00%––
Zurcher Kantonalbank (Zurich Cantonalbank)20,274$81.0K0.00%––
B. Riley Wealth Management, Inc.20,174$81.0K0.01%––
Ameritas Investment Partners, Inc.18,913$76.0K0.00%––
JT Stratford LLC18,108$73.0K0.03%––
Crossmark Global Holdings, Inc.17,713$71.0K0.00%––
Paloma Partners Management Co17,145$69.0K0.00%––
Amalgamated Bank17,068$68.0K0.00%––
CIBC Asset Management Inc16,704$67.0K0.00%––
Gsa Capital Partners LLP16,253$65.0K0.01%––
CPWM, LLC15,215$61.0K0.01%––
Diversified Trust Co14,889$60.0K0.00%––
Clear Street Markets LLC15,000$60.0K0.02%––
Raymond James Financial Services Advisors, Inc.14,753$59.0K0.00%––
Eaton Vance Management14,393$58.0K0.00%––
The PNC Financial Services Group, Inc.14,106$56.0K0.00%––
Atom Investors LP13,807$55.0K0.01%––
Shelton Capital Management12,843$52.0K0.00%––
Pictet Asset Management Ltd13,035$52.0K0.00%––
Dorsey & Whitney Trust CO LLC12,795$51.0K0.01%––
Bridgefront Capital, LLC12,776$51.0K0.02%––
D. E. Shaw & Co., Inc.12,505$50.0K0.00%––
Laidlaw Wealth Management LLC11,935$48.0K0.02%––
Meeder Asset Management Inc11,632$47.0K0.00%––
Vestcor Inc10,304$41.0K0.00%––
Transcend Wealth Collective, LLC10,124$41.0K0.00%––
Montag A & Associates Inc9,330$37.0K0.00%––
Harbour Investments, Inc.7,545$30.0K0.00%––
Cutler Group LP6,500$26.0K0.00%––
NEXT Financial Group, Inc5,409$22.0K0.00%––
IFP Advisors, Inc4,000$16.0K0.00%––
Larson Financial Group LLC3,996$16.0K0.00%––
Hexagon Capital Partners LLC4,056$16.0K0.00%––
Toronto Dominion Bank3,822$15.0K0.00%––
Geneos Wealth Management Inc.3,778$14.0K0.00%––
Fieldpoint Private Securities, LLC3,089$12.0K0.00%––
Macquarie Group Ltd2,650$11.0K0.00%––
US Bancorp2,562$10.0K0.00%––
Versant Capital Management, Inc2,255$9.00K0.00%––
CX Institutional1,487$6.00K0.00%––
Ellevest, Inc.965$4.00K0.00%––
Prestige Wealth Management Group LLC920$4.00K0.00%––
American Portfolios Advisors907$3.64K0.00%––
Parkside Financial Bank & Trust734$3.00K0.00%––
CWM, LLC897$3.00K0.00%––
Quadrant Capital Group LLC483$2.00K0.00%––
BerganKDV Wealth Management, LLC548$2.00K0.00%––
Newbridge Financial Services Group, Inc.439$2.00K0.00%––
Edge Wealth Management LLC184$1.00K0.00%––
Private Capital Group, LLC336$1.00K0.00%––
International Assets Investment Management, LLC375$1.00K0.00%––
Ameritas Investment Company, LLC142$5690.00%––
FMR LLC15$00.00%––
Parallax Volatility Advisers, L.P.112$00.00%––
GPS Wealth Strategies Group, LLC55$00.00%––
Rockefeller Capital Management L.P.36$00.00%––
Cunning Capital Partners, LP205,350––––