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 2022
Institutional positions in Invesco Mortgage Capital Inc. as of Mar 31, 2022. 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
- 204
- −10 vs. Q4 2021
- Shares held
- 172.5M
- −2.71M (−1.5%) vs. Q4 2021
- Total value
- $393.8M
- −$93.5M (−19.2%) vs. Q4 2021
- New holders
- 27
- 65 more added
- Sold out
- 37
- 86 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sageworth Trust Co of South Dakota | 105 | $0 | 0.00% | −475−81.9% | Reduced |
| Parallel Advisors, LLC | 213 | $0 | 0.00% | +7+3.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 30 | $0 | 0.00% | −229−88.4% | Reduced |
| Toronto Dominion Bank | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Motco | 109 | $0 | 0.00% | +109 | New |
| Capital Advisors, Ltd. LLC | 186 | $0 | 0.00% | +186 | New |
| Investors Research Corp | 6 | $0 | 0.00% | +6 | New |
| Rockefeller Capital Management L.P. | 219 | $0 | 0.00% | +219 | New |
| BerganKDV Wealth Management, LLC | 548 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 227 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 439 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 610 | $1.00K | 0.00% | +560+1,120.0% | Added |
| Jones Financial Companies LLLP | 395 | $1.00K | 0.00% | +395 | New |
| Lindbrook Capital, LLC | 610 | $1.00K | 0.00% | +610 | New |
| Cutler Group LP | 897 | $2.00K | 0.00% | −10,051−91.8% | Reduced |
| Parkside Financial Bank & Trust | 695 | $2.00K | 0.00% | −558−44.5% | Reduced |
| Heritage Wealth Advisors | 900 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 660 | $2.00K | 0.00% | −5−0.8% | Reduced |
| SOA Wealth Advisors, LLC. | 1,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 900 | $2.00K | 0.00% | +900 | New |
| American Portfolios Advisors | 997 | $2.27K | 0.00% | +29+3.0% | Added |
| Koshinski Asset Management, Inc. | 1,208 | $2.75K | 0.00% | +25+2.1% | Added |
| City State Bank | 1,300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,285 | $3.00K | 0.00% | +520+68.0% | Added |
| SG3 Management, LLC | 1,800 | $4.00K | 0.00% | −45,700−96.2% | Reduced |
| High Net Worth Advisory Group LLC | 1,698 | $4.00K | 0.00% | −499−22.7% | Reduced |
| CWM, LLC | 1,882 | $4.00K | 0.00% | +39+2.1% | Added |
| EverSource Wealth Advisors, LLC | 2,410 | $5.00K | 0.00% | −4,369−64.4% | Reduced |
| AlphaMark Advisors, LLC | 1,990 | $5.00K | 0.00% | +68+3.5% | Added |
| US Bancorp | 2,032 | $5.00K | 0.00% | +462+29.4% | Added |
| Macquarie Group Ltd | 2,650 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,617 | $6.00K | 0.00% | +131+5.3% | Added |
| Howe & Rusling Inc | 3,000 | $7.00K | 0.00% | +3,000 | New |
| Geneos Wealth Management Inc. | 3,678 | $8.00K | 0.00% | −2,661−42.0% | Reduced |
| Hexagon Capital Partners LLC | 3,492 | $8.00K | 0.00% | −235−6.3% | Reduced |
| Covestor Ltd | 3,845 | $9.00K | 0.01% | +603+18.6% | Added |
| Money Concepts Capital Corp | 3,860 | $9.00K | 0.00% | +3,860 | New |
| Fifth Third Bancorp | 4,299 | $10.0K | 0.00% | −990−18.7% | Reduced |
| Meeder Asset Management Inc | 4,944 | $11.0K | 0.00% | +4,944 | New |
| IFP Advisors, Inc | 2,719 | $11.0K | 0.00% | +2,719 | New |
| Spire Wealth Management | 6,783 | $15.0K | 0.00% | +43+0.6% | Added |
| Sutton Wealth Advisors Inc. | 8,114 | $18.5K | 0.01% | +3,855+90.5% | Added |
| FMR LLC | 9,880 | $22.0K | 0.00% | +9,740+6,957.1% | Added |
| Ellevest, Inc. | 10,200 | $23.0K | 0.00% | −506−4.7% | Reduced |
| TD Waterhouse Canada Inc. | 10,000 | $23.0K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,124 | $23.0K | 0.00% | 00.0% | Unchanged |
| Capital Square, LLC | 10,121 | $23.0K | 0.02% | +10,121 | New |
| CenterBook Partners LP | 10,114 | $23.0K | 0.01% | +10,114 | New |
| Ethic Inc. | 10,715 | $24.0K | 0.00% | −779−6.8% | Reduced |
| Sage Rhino Capital LLC | 10,336 | $24.0K | 0.01% | −771−6.9% | Reduced |
| The PNC Financial Services Group, Inc. | 10,690 | $24.0K | 0.00% | +124+1.2% | Added |
| Running Point Capital Advisors, LLC | 10,977 | $25.0K | 0.01% | +10,977 | New |
| Commonwealth Equity Services, LLC | 12,281 | $28.0K | 0.00% | −10,949−47.1% | Reduced |
| EWG Elevate Inc. | 12,091 | $28.0K | 0.01% | −5,509−31.3% | Reduced |
| Jump Financial, LLC | 12,681 | $29.0K | 0.00% | −17,286−57.7% | Reduced |
| Tower Research Capital LLC (TRC) | 12,682 | $29.0K | 0.00% | +5,564+78.2% | Added |
| Pictet Asset Management SA | 13,035 | $30.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 14,381 | $33.0K | 0.00% | +168+1.2% | Added |
| Cerity Partners LLC | 14,641 | $33.0K | 0.00% | +14,641 | New |
| Xponance, Inc. | 14,948 | $34.0K | 0.00% | +44+0.3% | Added |
| Raymond James & Associates | 15,969 | $36.0K | 0.00% | −28,012−63.7% | Reduced |
| AE Wealth Management LLC | 16,738 | $38.0K | 0.00% | +4,084+32.3% | Added |
| ARGI Investment Services, LLC | 17,038 | $39.0K | 0.00% | +17,038 | New |
| Mackenzie Financial Corp | 17,738 | $40.0K | 0.00% | −29,530−62.5% | Reduced |
| 180 Wealth Advisors, LLC | 22,550 | $41.0K | 0.01% | +12,115+116.1% | Added |
| Crossmark Global Holdings, Inc. | 18,583 | $42.0K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 19,445 | $42.0K | 0.01% | +19,445 | New |
| Veriti Management LLC | 18,702 | $43.0K | 0.01% | +253+1.4% | Added |
| Metropolitan Life Insurance Co | 19,790 | $45.1K | 0.00% | −60,675−75.4% | Reduced |
| Cetera Advisor Networks LLC | 20,293 | $46.0K | 0.00% | −1,767−8.0% | Reduced |
| ML & R Wealth Management LLC | 20,000 | $46.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 20,040 | $46.0K | 0.00% | +7,197+56.0% | Added |
| Ameritas Investment Partners, Inc. | 22,370 | $51.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 23,833 | $54.0K | 0.03% | +13,088+121.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,683 | $56.0K | 0.00% | −987−3.8% | Reduced |
| F3Logic, LLC | 24,296 | $56.0K | 0.01% | −979−3.9% | Reduced |
| Sonora Investment Management Group, LLC | 25,374 | $58.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 25,456 | $58.0K | 0.00% | +25,456 | New |
| Sigma Planning Corp | 26,748 | $61.0K | 0.00% | −1,940−6.8% | Reduced |
| Legacy Financial Advisors, Inc. | 27,476 | $63.0K | 0.01% | +27,476 | New |
| Royal Bank of Canada | 28,944 | $66.0K | 0.00% | −48,083−62.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,921 | $66.0K | 0.00% | −3,350−10.4% | Reduced |
| Public Employees Retirement Association of Colorado | 28,752 | $66.0K | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 29,970 | $68.0K | 0.00% | −3,071−9.3% | Reduced |
| Avidian Wealth Solutions, LLC | 30,287 | $69.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 30,254 | $69.0K | 0.00% | +30,254 | New |
| B. Riley Wealth Management, Inc. | 32,668 | $74.0K | 0.01% | +915+2.9% | Added |
| Equitable Holdings, Inc. | 33,536 | $76.0K | 0.00% | +22,222+196.4% | Added |
| Paloma Partners Management Co | 34,412 | $78.0K | 0.01% | −71,687−67.6% | Reduced |
| Simplex Trading, LLC | 35,530 | $81.0K | 0.00% | +28,481+404.0% | Added |
| Truist Financial Corp | 39,000 | $89.0K | 0.00% | −229−0.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 39,149 | $89.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 39,261 | $90.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 43,309 | $99.0K | 0.00% | +8,408+24.1% | Added |
| Guggenheim Capital LLC | 43,389 | $99.0K | 0.00% | +14,638+50.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 44,609 | $102.0K | 0.00% | −34,200−43.4% | Reduced |
| Mutual of America Capital Management LLC | 44,920 | $102.0K | 0.00% | +2,329+5.5% | Added |
| Good Life Advisors, LLC | 46,847 | $107.0K | 0.01% | +80.0% | Added |
| Teachers Retirement System of the State of Kentucky | 47,492 | $108.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 48,578 | $111.0K | 0.01% | +17,257+55.1% | Added |