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 2022
Institutional positions in Invesco Mortgage Capital Inc. as of Jun 30, 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
- 133
- −67 vs. Q1 2022
- Shares held
- 18.9M
- +1.81M (+10.6%) vs. Q1 2022Converted for a 1-for-10 split
- Total value
- $277.9M
- −$112.6M (−28.8%) vs. Q1 2022
- New holders
- 19
- 58 more added
- Sold out
- 86
- 37 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 10 | $0 | 0.00% | −376−97.4% | ReducedConverted for a 1-for-10 split |
| Parkside Financial Bank & Trust | 12 | $0 | 0.00% | −58−82.7% | ReducedConverted for a 1-for-10 split |
| AdvisorNet Financial, Inc | 22 | $0 | 0.00% | −1−3.1% | ReducedConverted for a 1-for-10 split |
| Lindbrook Capital, LLC | 20 | $0 | 0.00% | −41−67.2% | ReducedConverted for a 1-for-10 split |
| Patriot Financial Group Insurance Agency, LLC | 3 | $0 | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Rockefeller Capital Management L.P. | 60 | $0 | 0.00% | +38+174.0% | AddedConverted for a 1-for-10 split |
| Sageworth Trust Co of South Dakota | 10 | $0 | 0.00% | −1−4.8% | ReducedConverted for a 1-for-10 split |
| Prestige Wealth Management Group LLC | 20 | $0 | 0.00% | +20 | New |
| Dark Forest Capital Management LP | 14 | $0 | 0.00% | +14 | New |
| Castle Wealth Management LLC | 22 | $0 | 0.00% | +22 | New |
| Sutton Wealth Advisors Inc. | 6 | $88 | 0.00% | −805−99.3% | ReducedConverted for a 1-for-10 split |
| Archer Investment Corp | 30 | $440 | 0.00% | +30 | New |
| Simplex Trading, LLC | 110 | $1.00K | 0.00% | −3,443−96.9% | ReducedConverted for a 1-for-10 split |
| Bessemer Group Inc | 66 | $1.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Heritage Wealth Advisors | 90 | $1.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| SOA Wealth Advisors, LLC. | 100 | $1.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| BerganKDV Wealth Management, LLC | 54 | $1.00K | 0.00% | −1−1.5% | ReducedConverted for a 1-for-10 split |
| Newbridge Financial Services Group, Inc. | 43 | $1.00K | 0.00% | −1−2.1% | ReducedConverted for a 1-for-10 split |
| Capital Advisors, Ltd. LLC | 65 | $1.00K | 0.00% | +46+249.5% | AddedConverted for a 1-for-10 split |
| Parallel Advisors, LLC | 76 | $1.00K | 0.00% | +55+256.8% | AddedConverted for a 1-for-10 split |
| Beacon Capital Management, Inc. | 67 | $1.00K | 0.00% | +67 | New |
| Bell Investment Advisors, Inc | 43 | $1.00K | 0.00% | +43 | New |
| American Portfolios Advisors | 103 | $1.51K | 0.00% | +3+3.3% | AddedConverted for a 1-for-10 split |
| CWM, LLC | 134 | $2.00K | 0.00% | −54−28.8% | ReducedConverted for a 1-for-10 split |
| High Net Worth Advisory Group LLC | 168 | $2.00K | 0.00% | −2−1.1% | ReducedConverted for a 1-for-10 split |
| Private Trust Co NA | 143 | $2.00K | 0.00% | +143 | New |
| Royal Bank of Canada | 201 | $3.00K | 0.00% | −2,693−93.1% | ReducedConverted for a 1-for-10 split |
| US Bancorp | 204 | $3.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| AlphaMark Advisors, LLC | 209 | $3.00K | 0.00% | +10+5.0% | AddedConverted for a 1-for-10 split |
| Bramshill Investments, LLC | 174 | $3.00K | 0.00% | +174 | New |
| Meeder Asset Management Inc | 281 | $4.00K | 0.00% | −213−43.2% | ReducedConverted for a 1-for-10 split |
| Hexagon Capital Partners LLC | 247 | $4.00K | 0.00% | −102−29.3% | ReducedConverted for a 1-for-10 split |
| Howe & Rusling Inc | 300 | $4.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Macquarie Group Ltd | 265 | $4.00K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Versant Capital Management, Inc | 259 | $4.00K | 0.00% | −3−1.0% | ReducedConverted for a 1-for-10 split |
| Harbour Investments, Inc. | 348 | $5.00K | 0.00% | +348 | New |
| Signaturefd, LLC | 538 | $8.00K | 0.00% | +448+497.8% | AddedConverted for a 1-for-10 split |
| Quadrant Capital Group LLC | 623 | $9.00K | 0.00% | +495+384.8% | AddedConverted for a 1-for-10 split |
| Spire Wealth Management | 677 | $10.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Cutler Group LP | 767 | $11.0K | 0.00% | +677+755.1% | AddedConverted for a 1-for-10 split |
| TD Waterhouse Canada Inc. | 1,000 | $15.4K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Tower Research Capital LLC (TRC) | 1,769 | $26.0K | 0.00% | +501+39.5% | AddedConverted for a 1-for-10 split |
| Metropolitan Life Insurance Co | 1,979 | $29.1K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Ameritas Investment Partners, Inc. | 2,236 | $32.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Advisors Asset Management, Inc. | 2,522 | $37.0K | 0.00% | +2,522 | New |
| KBC Group NV | 2,723 | $40.0K | 0.00% | +2,723 | New |
| Public Employees Retirement Association of Colorado | 2,875 | $42.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Fifth Third Bancorp | 3,169 | $47.0K | 0.00% | +2,739+637.1% | AddedConverted for a 1-for-10 split |
| The PNC Financial Services Group, Inc. | 3,540 | $52.0K | 0.00% | +2,471+231.2% | AddedConverted for a 1-for-10 split |
| IFP Advisors, Inc | 2,719 | $54.0K | 0.00% | +2,447+900.0% | AddedConverted for a 1-for-10 split |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,914 | $57.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Mitsubishi UFJ Trust & Banking Corp | 4,460 | $65.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Wolverine Asset Management LLC | 4,580 | $67.0K | 0.00% | +4,580 | New |
| Mutual of America Capital Management LLC | 5,541 | $81.0K | 0.00% | +1,049+23.4% | AddedConverted for a 1-for-10 split |
| Advisor Group Holdings, Inc. | 6,999 | $103.0K | 0.00% | −546−7.2% | ReducedConverted for a 1-for-10 split |
| STRS Ohio | 7,320 | $107.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| New York State Teachers Retirement System | 9,325 | $137.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Nisa Investment Advisors, LLC | 9,704 | $142.0K | 0.00% | −32,882−77.2% | ReducedConverted for a 1-for-10 split |
| Almitas Capital LLC | 10,202 | $150.0K | 0.08% | +10,202 | New |
| Barclays PLC | 10,284 | $151.0K | 0.00% | −14,771−59.0% | ReducedConverted for a 1-for-10 split |
| State Board of Administration of Florida Retirement System | 10,755 | $158.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| Oregon Public Employees Retirement Fund | 10,880 | $160.0K | 0.00% | −571−5.0% | ReducedConverted for a 1-for-10 split |
| Voya Investment Management LLC | 12,845 | $189.0K | 0.00% | +1,535+13.6% | AddedConverted for a 1-for-10 split |
| Maryland State Retirement & Pension System | 13,369 | $196.0K | 0.01% | +941+7.6% | AddedConverted for a 1-for-10 split |
| Firethorn Wealth Partners, LLC | 11,385 | $201.0K | 0.16% | +2,241+24.5% | AddedConverted for a 1-for-10 split |
| Schonfeld Strategic Advisors LLC | 13,910 | $204.0K | 0.00% | +13,910 | New |
| Manufacturers Life Insurance Company, The | 14,009 | $205.7K | 0.00% | +1,329+10.5% | AddedConverted for a 1-for-10 split |
| CWM Advisors, LLC | 14,597 | $214.0K | 0.03% | +4,189+40.2% | AddedConverted for a 1-for-10 split |
| Amalgamated Bank | 14,763 | $217.0K | 0.00% | +855+6.2% | AddedConverted for a 1-for-10 split |
| UBS Asset Management Americas Inc | 15,826 | $232.3K | 0.00% | −13,757−46.5% | ReducedConverted for a 1-for-10 split |
| SG Americas Securities, LLC | 16,023 | $235.0K | 0.00% | −4,381−21.5% | ReducedConverted for a 1-for-10 split |
| Louisiana State Employees Retirement System | 15,999 | $245.0K | 0.01% | +849+5.6% | AddedConverted for a 1-for-10 split |
| MetLife Investment Management | 16,995 | $249.5K | 0.00% | +2,032+13.6% | AddedConverted for a 1-for-10 split |
| Deutsche Bank AG | 16,994 | $250.0K | 0.00% | −60,268−78.0% | ReducedConverted for a 1-for-10 split |
| Price T Rowe Associates Inc | 17,164 | $252.0K | 0.00% | +291+1.7% | AddedConverted for a 1-for-10 split |
| Citigroup Inc | 17,731 | $260.0K | 0.00% | −56,738−76.2% | ReducedConverted for a 1-for-10 split |
| American International Group, Inc. | 17,976 | $264.0K | 0.00% | 00.0% | UnchangedConverted for a 1-for-10 split |
| State of Tennessee, Treasury Department | 19,291 | $284.0K | 0.00% | −1,415−6.8% | ReducedConverted for a 1-for-10 split |
| Ergoteles LLC | 19,823 | $291.0K | 0.01% | +19,823 | New |
| New York State Common Retirement Fund | 20,121 | $295.0K | 0.00% | −228−1.1% | ReducedConverted for a 1-for-10 split |
| Credit Suisse AG | 20,816 | $306.0K | 0.00% | −1,780−7.9% | ReducedConverted for a 1-for-10 split |
| Wolverine Trading, LLC | 21,588 | $308.0K | 0.01% | +15,814+273.9% | AddedConverted for a 1-for-10 split |
| ExodusPoint Capital Management, LP | 21,910 | $322.0K | 0.00% | −4,285−16.4% | ReducedConverted for a 1-for-10 split |
| Allspring Global Investments Holdings, LLC | 22,768 | $334.0K | 0.00% | −22,048−49.2% | ReducedConverted for a 1-for-10 split |
| Clear Street Markets LLC | 23,360 | $343.0K | 0.12% | −16,840−41.9% | ReducedConverted for a 1-for-10 split |
| Penserra Capital Management LLC | 24,793 | $363.0K | 0.01% | +15,364+162.9% | AddedConverted for a 1-for-10 split |
| State of Alaska, Department of Revenue | 24,935 | $366.0K | 0.00% | +3,249+15.0% | AddedConverted for a 1-for-10 split |
| Yousif Capital Management, LLC | 26,678 | $392.0K | 0.01% | −1,370−4.9% | ReducedConverted for a 1-for-10 split |
| Comerica Bank | 27,839 | $427.0K | 0.00% | +1,283+4.8% | AddedConverted for a 1-for-10 split |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 30,075 | $442.0K | 0.00% | +3,200+11.9% | AddedConverted for a 1-for-10 split |
| JPMorgan Chase & Co | 30,447 | $447.0K | 0.00% | +6,702+28.2% | AddedConverted for a 1-for-10 split |
| Wells Fargo & Company | 30,962 | $454.0K | 0.00% | −20,057−39.3% | ReducedConverted for a 1-for-10 split |
| Bank of America Corp | 31,723 | $465.0K | 0.00% | +7,654+31.8% | AddedConverted for a 1-for-10 split |
| UBS Group AG | 36,820 | $540.0K | 0.00% | −23,667−39.1% | ReducedConverted for a 1-for-10 split |
| California State Teachers Retirement System | 41,808 | $614.0K | 0.00% | +1,799+4.5% | AddedConverted for a 1-for-10 split |
| Gsa Capital Partners LLP | 43,145 | $633.0K | 0.09% | +43,145 | New |
| D. E. Shaw & Co., Inc. | 45,638 | $670.0K | 0.00% | +24,803+119.0% | AddedConverted for a 1-for-10 split |
| Wealthstar Advisors, LLC | 46,016 | $673.0K | 0.29% | −8,808−16.1% | ReducedConverted for a 1-for-10 split |
| FMR LLC | 47,693 | $700.0K | 0.00% | +46,705+4,727.2% | AddedConverted for a 1-for-10 split |
| Cubist Systematic Strategies, LLC | 49,145 | $721.0K | 0.01% | +49,145 | New |