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 |
|---|---|---|---|---|---|
| EWG Elevate Inc. | 0 | $0 | 0.00% | −1,209−100.0% | Sold outConverted for a 1-for-10 split |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −1,098−100.0% | Sold outConverted for a 1-for-10 split |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −1,034−100.0% | Sold outConverted for a 1-for-10 split |
| Ethic Inc. | 0 | $0 | 0.00% | −1,072−100.0% | Sold outConverted for a 1-for-10 split |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,020−100.0% | Sold outConverted for a 1-for-10 split |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −1,012−100.0% | Sold outConverted for a 1-for-10 split |
| Capital Square, LLC | 0 | $0 | 0.00% | −1,012−100.0% | Sold outConverted for a 1-for-10 split |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,011−100.0% | Sold outConverted for a 1-for-10 split |
| Covestor Ltd | 0 | $0 | 0.00% | −385−100.0% | Sold outConverted for a 1-for-10 split |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −368−100.0% | Sold outConverted for a 1-for-10 split |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −241−100.0% | Sold outConverted for a 1-for-10 split |
| SG3 Management, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold outConverted for a 1-for-10 split |
| City State Bank | 0 | $0 | 0.00% | −130−100.0% | Sold outConverted for a 1-for-10 split |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −121−100.0% | Sold outConverted for a 1-for-10 split |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −40−100.0% | Sold outConverted for a 1-for-10 split |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold outConverted for a 1-for-10 split |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −3−100.0% | Sold outConverted for a 1-for-10 split |
| Motco | 0 | $0 | 0.00% | −11−100.0% | Sold outConverted for a 1-for-10 split |
| Investors Research Corp | 0 | $0 | 0.00% | −1−100.0% | Sold outConverted for a 1-for-10 split |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| IndexIQ Advisors LLC | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |