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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 54,482 | $124.0K | 0.00% | −8,087−12.9% | Reduced |
| Victory Capital Management Inc | 70,884 | $123.0K | 0.00% | +32,791+86.1% | Added |
| First Citizens Bank & Trust Co | 53,318 | $122.0K | 0.00% | −1,370−2.5% | Reduced |
| Cetera Advisors LLC | 48,970 | $112.0K | 0.00% | +8,232+20.2% | Added |
| Dynamic Technology Lab Private Ltd | 48,578 | $111.0K | 0.01% | +17,257+55.1% | Added |
| Teachers Retirement System of the State of Kentucky | 47,492 | $108.0K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 46,847 | $107.0K | 0.01% | +80.0% | 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 |
| 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 |
| CIBC Asset Management Inc | 39,261 | $90.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Simplex Trading, LLC | 35,530 | $81.0K | 0.00% | +28,481+404.0% | Added |
| Paloma Partners Management Co | 34,412 | $78.0K | 0.01% | −71,687−67.6% | Reduced |
| Equitable Holdings, Inc. | 33,536 | $76.0K | 0.00% | +22,222+196.4% | Added |
| B. Riley Wealth Management, Inc. | 32,668 | $74.0K | 0.01% | +915+2.9% | Added |
| 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 |
| Rafferty Asset Management, LLC | 29,970 | $68.0K | 0.00% | −3,071−9.3% | Reduced |
| 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 |
| Legacy Financial Advisors, Inc. | 27,476 | $63.0K | 0.01% | +27,476 | New |
| Sigma Planning Corp | 26,748 | $61.0K | 0.00% | −1,940−6.8% | 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 |
| 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 |
| State of Wyoming | 23,833 | $54.0K | 0.03% | +13,088+121.8% | Added |
| Ameritas Investment Partners, Inc. | 22,370 | $51.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Metropolitan Life Insurance Co | 19,790 | $45.1K | 0.00% | −60,675−75.4% | Reduced |
| Veriti Management LLC | 18,702 | $43.0K | 0.01% | +253+1.4% | 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 |
| 180 Wealth Advisors, LLC | 22,550 | $41.0K | 0.01% | +12,115+116.1% | Added |
| Mackenzie Financial Corp | 17,738 | $40.0K | 0.00% | −29,530−62.5% | Reduced |
| ARGI Investment Services, LLC | 17,038 | $39.0K | 0.00% | +17,038 | New |
| AE Wealth Management LLC | 16,738 | $38.0K | 0.00% | +4,084+32.3% | Added |
| Raymond James & Associates | 15,969 | $36.0K | 0.00% | −28,012−63.7% | Reduced |
| Xponance, Inc. | 14,948 | $34.0K | 0.00% | +44+0.3% | Added |
| 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 |
| Pictet Asset Management SA | 13,035 | $30.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Running Point Capital Advisors, LLC | 10,977 | $25.0K | 0.01% | +10,977 | 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 |
| 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 |
| FMR LLC | 9,880 | $22.0K | 0.00% | +9,740+6,957.1% | Added |
| Sutton Wealth Advisors Inc. | 8,114 | $18.5K | 0.01% | +3,855+90.5% | Added |
| Spire Wealth Management | 6,783 | $15.0K | 0.00% | +43+0.6% | Added |
| 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 |
| Fifth Third Bancorp | 4,299 | $10.0K | 0.00% | −990−18.7% | 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 |
| 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 |
| Howe & Rusling Inc | 3,000 | $7.00K | 0.00% | +3,000 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| Koshinski Asset Management, Inc. | 1,208 | $2.75K | 0.00% | +25+2.1% | Added |
| American Portfolios Advisors | 997 | $2.27K | 0.00% | +29+3.0% | Added |
| 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 |
| 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 |
| 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 |