Skip to main content

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, Q2 2021

Institutional positions in Invesco Mortgage Capital Inc. as of Jun 30, 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
203
+15 vs. Q1 2021
Shares held
160.0M
+19.5M (+13.9%) vs. Q1 2021
Total value
$622.9M
+$60.5M (+10.7%) vs. Q1 2021
New holders
42
87 more added
Sold out
27
47 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 203 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 heldQ2 2021: $622.9M
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, Q2 2021

Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q1 2021.

Institutions holding IVR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc29,632,977$115.6M0.00%+6,094,822+25.9%Added
BlackRock Inc.49,282,718$192.2M0.01%+6,720,343+15.8%Added
Cunning Capital Partners, LP205,350––00.0%Unchanged
Arrowstreet Capital, Limited Partnership0$00.00%−1,520,057−100.0%Sold out
HRT Financial LP0$00.00%−708,075−100.0%Sold out
Jump Financial, LLC0$00.00%−404,414−100.0%Sold out
California Public Employees Retirement System0$00.00%−371,472−100.0%Sold out
Quadrature Capital Ltd0$00.00%−158,439−100.0%Sold out
Millennium Management LLC0$00.00%−154,614−100.0%Sold out
Athanor Capital, LP0$00.00%−134,406−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−68,615−100.0%Sold out
Acadian Asset Management LLC0$00.00%−60,431−100.0%Sold out
Algert Global LLC0$00.00%−57,260−100.0%Sold out
Creative Planning0$00.00%−46,081−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−32,790−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−28,916−100.0%Sold out
Guggenheim Capital LLC0$00.00%−27,654−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−23,751−100.0%Sold out
Engineers Gate Manager LP0$00.00%−21,063−100.0%Sold out
Paloma Partners Management Co0$00.00%−17,145−100.0%Sold out
CPWM, LLC0$00.00%−15,215−100.0%Sold out
Diversified Trust Co0$00.00%−14,889−100.0%Sold out
Dorsey & Whitney Trust CO LLC0$00.00%−12,795−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−12,776−100.0%Sold out
CX Institutional0$00.00%−1,487−100.0%Sold out
Ellevest, Inc.0$00.00%−965−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−375−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−142−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−112−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−36−100.0%Sold out