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 2022
Institutional positions in Invesco Mortgage Capital Inc. as of Dec 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
- 125
- −1 vs. Q3 2022
- Shares held
- 19.3M
- +390.2K (+2.1%) vs. Q3 2022
- Total value
- $245.7M
- +$35.3M (+16.8%) vs. Q3 2022
- New holders
- 21
- 55 more added
- Sold out
- 22
- 30 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prudential Financial Inc | 99,520 | $1.27M | 0.00% | +2,375+2.4% | Added |
| Graham Capital Management, L.P. | 100,463 | $1.28M | 0.05% | −64,058−38.9% | Reduced |
| Invesco Ltd. | 105,231 | $1.34M | 0.00% | −20,251−16.1% | Reduced |
| Rhumbline Advisers | 111,757 | $1.42M | 0.00% | +6,128+5.8% | Added |
| JPMorgan Chase & Co | 112,118 | $1.43M | 0.00% | +41,352+58.4% | Added |
| Thrivent Financial for Lutherans | 113,062 | $1.44M | 0.00% | +2,125+1.9% | Added |
| PL Capital Advisors, LLC | 135,494 | $1.72M | 0.47% | +135,494 | New |
| LSV Asset Management | 142,068 | $1.81M | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 147,091 | $1.87M | 0.05% | +14,599+11.0% | Added |
| Ameriprise Financial Inc | 156,375 | $1.99M | 0.00% | +22,346+16.7% | Added |
| Two Sigma Investments, LP | 173,850 | $2.21M | 0.01% | +173,850 | New |
| D. E. Shaw & Co., Inc. | 189,764 | $2.42M | 0.00% | +44,476+30.6% | Added |
| Principal Financial Group Inc | 215,798 | $2.75M | 0.00% | +12,447+6.1% | Added |
| Charles Schwab Investment Management Inc | 272,498 | $3.47M | 0.00% | +27,588+11.3% | Added |
| Bank of New York Mellon Corp | 282,546 | $3.60M | 0.00% | +2,833+1.0% | Added |
| Morgan Stanley | 365,062 | $4.65M | 0.00% | +42,070+13.0% | Added |
| Northern Trust Corp | 393,430 | $5.01M | 0.00% | +38,776+10.9% | Added |
| Citadel Advisors LLC | 486,549 | $6.19M | 0.01% | −111,219−18.6% | Reduced |
| Susquehanna International Group, LLP | 497,918 | $6.34M | 0.01% | +49,264+11.0% | Added |
| Renaissance Technologies LLC | 568,052 | $7.23M | 0.01% | +87,852+18.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 602,748 | $7.67M | 0.02% | −551,971−47.8% | Reduced |
| Geode Capital Management, LLC | 634,750 | $8.08M | 0.00% | +41,349+7.0% | Added |
| State Street Corp | 1,503,389 | $19.1M | 0.00% | +159,903+11.9% | Added |
| Vanguard Group Inc | 3,895,568 | $49.6M | 0.00% | +270,519+7.5% | Added |
| BlackRock Inc. | 6,253,156 | $79.6M | 0.00% | +403,413+6.9% | Added |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −136,379−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −65,038−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −70,293−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −59,200−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −51,608−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −23,057−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −22,788−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −18,696−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,351−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −10,310−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,033−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −9,044−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −6,570−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | 0 | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |