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, Q4 2021
Institutional positions in Invesco Mortgage Capital Inc. as of Dec 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
- 218
- +9 vs. Q3 2021
- Shares held
- 175.3M
- +8.18M (+4.9%) vs. Q3 2021
- Total value
- $487.3M
- −$38.9M (−7.4%) vs. Q3 2021
- New holders
- 35
- 99 more added
- Sold out
- 26
- 58 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 548 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 549 | $2.00K | 0.00% | +16+3.0% | Added |
| Bessemer Group Inc | 665 | $2.00K | 0.00% | +665 | New |
| Sageworth Trust Co of South Dakota | 580 | $2.00K | 0.00% | +580 | New |
| Bell Investment Advisors, Inc | 435 | $1.00K | 0.00% | −1,661−79.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 259 | $1.00K | 0.00% | −595−69.7% | Reduced |
| AdvisorNet Financial, Inc | 227 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 199 | $1.00K | 0.00% | +5+2.6% | Added |
| Parallel Advisors, LLC | 206 | $1.00K | 0.00% | +6+3.0% | Added |
| Iron Horse Wealth Management, LLC | 286 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 439 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 140 | $0 | 0.00% | −3,985−96.6% | Reduced |
| Toronto Dominion Bank | 33 | $0 | 0.00% | −3,789−99.1% | Reduced |
| Sageworth Trust Co | 175 | $0 | 0.00% | −585−77.0% | Reduced |
| Private Capital Group, LLC | 50 | $0 | 0.00% | −677−93.1% | Reduced |
| Allworth Financial LP | 47 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 61 | $0 | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 27 | $0 | 0.00% | +27 | New |
| Beach Point Capital Management LP | 0 | $0 | 0.00% | −3,148,828−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −76,843−100.0% | Sold out |
| Range Financial Group LLC | 0 | $0 | 0.00% | −56,554−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −50,183−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −37,632−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −28,863−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −26,426−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −24,107−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −19,295−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −14,806−100.0% | Sold out |
| Capital Square, LLC | 0 | $0 | 0.00% | −14,250−100.0% | Sold out |
| Rice Partnership, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −12,245−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −11,934−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −7,551−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −5,488−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |