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, Q3 2021
Institutional positions in Invesco Mortgage Capital Inc. as of Sep 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
- 211
- +11 vs. Q2 2021
- Shares held
- 167.1M
- +7.17M (+4.5%) vs. Q2 2021
- Total value
- $526.3M
- −$96.4M (−15.5%) vs. Q2 2021
- New holders
- 30
- 94 more added
- Sold out
- 19
- 61 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 182 | $337.4M |
| Q1 2026 | 172 | $280.2M |
| Q4 2025 | 172 | $267.6M |
| Q3 2025 | 159 | $247.9M |
| Q2 2025 | 145 | $223.0M |
| Q1 2025 | 146 | $236.9M |
| Q4 2024 | 139 | $206.1M |
| Q3 2024 | 142 | $209.9M |
| Q2 2024 | 136 | $189.7M |
| Q1 2024 | 140 | $185.9M |
| Q4 2023 | 157 | $174.4M |
| Q3 2023 | 144 | $231.0M |
| Q2 2023 | 141 | $254.2M |
| Q1 2023 | 143 | $225.8M |
| Q4 2022 | 125 | $245.7M |
| Q3 2022 | 128 | $210.4M |
| Q2 2022 | 133 | $277.9M |
| Q1 2022 | 204 | $393.8M |
| Q4 2021 | 218 | $487.3M |
| Q3 2021 | 211 | $526.3M |
| Q2 2021 | 203 | $622.9M |
| Q1 2021 | 188 | $562.4M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 51,959 | $0 | 0.00% | −944−1.8% | Reduced |
| JNBA Financial Advisors | 61 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Allworth Financial LP | 47 | $0 | 0.00% | +47 | New |
| Archer Investment Corp | 100 | $315 | 0.00% | +100 | New |
| Iron Horse Wealth Management, LLC | 286 | $1.00K | 0.00% | −2,763−90.6% | Reduced |
| Parallel Advisors, LLC | 200 | $1.00K | 0.00% | −261−56.6% | Reduced |
| Arkadios Wealth Advisors | 549 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 439 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 334 | $1.00K | 0.00% | +197+143.8% | Added |
| AdvisorNet Financial, Inc | 227 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 199 | $1.00K | 0.00% | +70+54.3% | Added |
| Edge Wealth Management LLC | 194 | $1.00K | 0.00% | +6+3.2% | Added |
| Red Tortoise LLC | 117 | $1.00K | 0.00% | +117 | New |
| Quadrant Capital Group LLC | 682 | $2.00K | 0.00% | −1,996−74.5% | Reduced |
| Parkside Financial Bank & Trust | 734 | $2.00K | 0.00% | −78−9.6% | Reduced |
| Sageworth Trust Co | 760 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 590 | $2.00K | 0.00% | −31−5.0% | Reduced |
| BerganKDV Wealth Management, LLC | 548 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 727 | $2.00K | 0.00% | +460+172.3% | Added |
| Core Wealth Advisors, Inc. | 533 | $2.00K | 0.00% | +208+64.0% | Added |
| Heritage Wealth Advisors | 900 | $2.83K | 0.00% | +900 | New |
| American Portfolios Advisors | 945 | $2.98K | 0.00% | −185−16.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 854 | $3.00K | 0.00% | +152+21.7% | Added |
| SOA Wealth Advisors, LLC. | 1,000 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,115 | $3.00K | 0.00% | +553+98.4% | Added |
| AlphaMark Advisors, LLC | 857 | $3.00K | 0.00% | +857 | New |
| Koshinski Asset Management, Inc. | 1,164 | $3.67K | 0.00% | +1,164 | New |
| US Bancorp | 1,514 | $4.00K | 0.00% | +102+7.2% | Added |
| Versant Capital Management, Inc | 2,314 | $7.00K | 0.00% | +258+12.5% | Added |
| Bell Investment Advisors, Inc | 2,096 | $7.00K | 0.00% | +2,096 | New |
| Macquarie Group Ltd | 2,650 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,523 | $8.00K | 0.00% | +2,500+10,869.6% | Added |
| Toronto Dominion Bank | 3,822 | $12.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 3,704 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,996 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,059 | $13.0K | 0.00% | +10.0% | Added |
| FMR LLC | 4,125 | $13.0K | 0.00% | +3,224+357.8% | Added |
| Fifth Third Bancorp | 4,860 | $15.0K | 0.00% | −30,663−86.3% | Reduced |
| Geneos Wealth Management Inc. | 5,178 | $16.0K | 0.00% | +1,400+37.1% | Added |
| Montag A & Associates Inc | 5,488 | $17.0K | 0.00% | −3,842−41.2% | Reduced |
| NEXT Financial Group, Inc | 5,409 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,962 | $19.0K | 0.00% | −1,583−21.0% | Reduced |
| Point72 Hong Kong Ltd | 6,376 | $20.0K | 0.00% | −28,949−82.0% | Reduced |
| IFP Advisors, Inc | 7,000 | $22.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7,551 | $24.0K | 0.00% | −3,399−31.0% | Reduced |
| Spire Wealth Management | 7,656 | $24.0K | 0.00% | +32+0.4% | Added |
| Tower Research Capital LLC (TRC) | 8,205 | $26.0K | 0.00% | +596+7.8% | Added |
| Transcend Wealth Collective, LLC | 10,124 | $32.0K | 0.00% | −4,000−28.3% | Reduced |
| Gotham Asset Management, LLC | 10,491 | $33.0K | 0.00% | +10,491 | New |
| Ellevest, Inc. | 10,706 | $34.0K | 0.00% | +10,706 | New |
| Atom Investors LP | 11,934 | $38.0K | 0.01% | −565−4.5% | Reduced |
| Laidlaw Wealth Management LLC | 12,245 | $39.0K | 0.01% | +166+1.4% | Added |
| AE Wealth Management LLC | 12,471 | $39.0K | 0.00% | +12,471 | New |
| Shelton Capital Management | 12,843 | $40.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 13,035 | $41.0K | 0.00% | +13,035 | New |
| Rice Partnership, LLC | 13,000 | $41.0K | 0.01% | +13,000 | New |
| The PNC Financial Services Group, Inc. | 13,510 | $42.0K | 0.00% | −2,273−14.4% | Reduced |
| Nordea Investment Management AB | 13,454 | $42.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 13,188 | $42.0K | 0.01% | +13,188 | New |
| Xponance, Inc. | 13,753 | $43.0K | 0.00% | +644+4.9% | Added |
| Ethic Inc. | 14,377 | $45.0K | 0.00% | +14,377 | New |
| Capital Square, LLC | 14,250 | $46.0K | 0.03% | −17,133−54.6% | Reduced |
| Great Lakes Advisors, LLC | 14,806 | $47.0K | 0.00% | +14,806 | New |
| Sicart Associates LLC | 15,000 | $47.0K | 0.01% | +15,000 | New |
| CPWM, LLC | 15,984 | $50.0K | 0.00% | +15,984 | New |
| Crossmark Global Holdings, Inc. | 18,583 | $59.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 18,864 | $59.0K | 0.00% | +2,160+12.9% | Added |
| PEAK6 Investments LLC | 19,295 | $61.0K | 0.00% | −426,836−95.7% | Reduced |
| Ghisallo Capital Management LLC | 20,000 | $63.0K | 0.00% | −1,126,763−98.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 20,274 | $64.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 21,010 | $66.0K | 0.00% | +45+0.2% | Added |
| Avidian Wealth Solutions, LLC | 21,445 | $68.0K | 0.01% | +21,445 | New |
| Ameritas Investment Partners, Inc. | 22,370 | $70.0K | 0.00% | +3,457+18.3% | Added |
| Stifel Financial Corp | 24,107 | $76.0K | 0.00% | +1,000+4.3% | Added |
| Corient Capital Partners, LLC | 25,104 | $79.0K | 0.01% | +25,104 | New |
| Sonora Investment Management, LLC | 25,374 | $80.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 25,683 | $81.0K | 0.00% | +11,418+80.0% | Added |
| Cutler Group LP | 26,060 | $82.0K | 0.01% | −41,431−61.4% | Reduced |
| Wedbush Securities Inc | 26,426 | $83.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27,824 | $87.0K | 0.00% | +27,824 | New |
| Sigma Planning Corp | 28,673 | $90.0K | 0.00% | +130.0% | Added |
| First Citizens Bank & Trust Co | 28,681 | $90.0K | 0.00% | +1,958+7.3% | Added |
| Janus Henderson Group PLC | 28,684 | $90.0K | 0.00% | +28,684 | New |
| Public Employees Retirement Association of Colorado | 28,752 | $91.0K | 0.00% | 00.0% | Unchanged |
| Algert Global LLC | 28,863 | $91.0K | 0.01% | +28,863 | New |
| Profund Advisors LLC | 29,990 | $94.0K | 0.00% | −4,810−13.8% | Reduced |
| Squarepoint Ops LLC | 30,038 | $95.0K | 0.00% | −160,420−84.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,529 | $96.0K | 0.00% | −101,072−76.8% | Reduced |
| Mackenzie Financial Corp | 30,550 | $96.0K | 0.00% | +6,085+24.9% | Added |
| B. Riley Wealth Management, Inc. | 31,059 | $98.0K | 0.01% | +595+2.0% | Added |
| WealthPLAN Partners, LLC | 32,001 | $99.0K | 0.01% | −12,781−28.5% | Reduced |
| Cubist Systematic Strategies, LLC | 31,949 | $101.0K | 0.00% | −2,408−7.0% | Reduced |
| Rafferty Asset Management, LLC | 32,718 | $103.0K | 0.00% | +32,718 | New |
| Two Sigma Securities, LLC | 33,872 | $107.0K | 0.02% | +33,872 | New |
| Natixis | 34,500 | $112.0K | 0.00% | +24,500+245.0% | Added |
| HSBC Holdings PLC | 36,536 | $115.0K | 0.00% | −15,390−29.6% | Reduced |
| Commonwealth Equity Services, LLC | 36,816 | $115.0K | 0.00% | −70−0.2% | Reduced |
| Victory Capital Management Inc | 36,499 | $115.0K | 0.00% | +3,108+9.3% | Added |