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 2023
Institutional positions in Invesco Mortgage Capital Inc. as of Mar 31, 2023. 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
- 143
- +20 vs. Q4 2022
- Shares held
- 20.4M
- +1.07M (+5.5%) vs. Q4 2022
- Total value
- $225.8M
- −$19.6M (−8.0%) vs. Q4 2022
- New holders
- 36
- 40 more added
- Sold out
- 16
- 43 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citigroup Inc | 40,364 | $447.6K | 0.00% | +19,258+91.2% | Added |
| Bank of America Corp | 43,075 | $477.7K | 0.00% | +259+0.6% | Added |
| Millennium Management LLC | 43,400 | $481.0K | 0.00% | +43,400 | New |
| California State Teachers Retirement System | 44,286 | $491.1K | 0.00% | +1,397+3.3% | Added |
| Wealthstar Advisors, LLC | 44,702 | $494.8K | 0.21% | −689−1.5% | Reduced |
| Truist Financial Corp | 44,930 | $498.3K | 0.00% | +44,930 | New |
| New York State Teachers Retirement System | 45,925 | $509.0K | 0.00% | +200+0.4% | Added |
| Credit Suisse AG | 47,824 | $530.4K | 0.00% | +5,770+13.7% | Added |
| Alliancebernstein L.P. | 53,085 | $588.7K | 0.00% | −5,217−8.9% | Reduced |
| LPL Financial LLC | 53,567 | $594.1K | 0.00% | −4,006−7.0% | Reduced |
| UBS Group AG | 54,674 | $606.3K | 0.00% | +7,518+15.9% | Added |
| Goldman Sachs Group Inc | 58,718 | $651.2K | 0.00% | −13,035−18.2% | Reduced |
| Public Sector Pension Investment Board | 62,436 | $692.4K | 0.01% | −1,879−2.9% | Reduced |
| Graham Capital Management, L.P. | 65,752 | $729.2K | 0.03% | −34,711−34.6% | Reduced |
| Golden Green, Inc. | 74,938 | $831.1K | 0.97% | +74,938 | New |
| Swiss National Bank | 76,301 | $846.2K | 0.00% | −3,400−4.3% | Reduced |
| Legal & General Group Plc | 87,602 | $971.5K | 0.00% | +269+0.3% | Added |
| Invesco Ltd. | 89,860 | $996.5K | 0.00% | −15,371−14.6% | Reduced |
| Prudential Financial Inc | 98,420 | $1.09M | 0.00% | −1,100−1.1% | Reduced |
| Nuveen Asset Management, LLC | 109,117 | $1.17M | 0.00% | −7,875−6.7% | Reduced |
| JPMorgan Chase & Co | 106,548 | $1.18M | 0.00% | −5,570−5.0% | Reduced |
| Rhumbline Advisers | 113,177 | $1.25M | 0.00% | +1,420+1.3% | Added |
| Federated Hermes, Inc. | 141,414 | $1.57M | 0.00% | +52,739+59.5% | Added |
| LSV Asset Management | 142,068 | $1.58M | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 147,243 | $1.63M | 0.03% | +147,243 | New |
| Ameriprise Financial Inc | 154,321 | $1.71M | 0.00% | −2,054−1.3% | Reduced |
| Thrivent Financial for Lutherans | 179,260 | $1.99M | 0.00% | +66,198+58.6% | Added |
| Advisor Group Holdings, Inc. | 202,939 | $2.25M | 0.00% | +190,314+1,507.4% | Added |
| Principal Financial Group Inc | 214,287 | $2.38M | 0.00% | −1,511−0.7% | Reduced |
| Charles Schwab Investment Management Inc | 272,761 | $3.02M | 0.00% | +263+0.1% | Added |
| Bank of New York Mellon Corp | 277,662 | $3.08M | 0.00% | −4,884−1.7% | Reduced |
| Morgan Stanley | 330,695 | $3.67M | 0.00% | −34,367−9.4% | Reduced |
| PL Capital Advisors, LLC | 385,494 | $4.28M | 1.51% | +250,000+184.5% | Added |
| Northern Trust Corp | 385,939 | $4.28M | 0.00% | −7,491−1.9% | Reduced |
| Citadel Advisors LLC | 517,951 | $5.74M | 0.01% | +31,402+6.5% | Added |
| Marshall Wace, LLP | 656,766 | $7.28M | 0.02% | +656,766 | New |
| Geode Capital Management, LLC | 669,176 | $7.42M | 0.00% | +34,426+5.4% | Added |
| Renaissance Technologies LLC | 1,047,752 | $11.6M | 0.02% | +479,700+84.4% | Added |
| State Street Corp | 1,565,749 | $17.4M | 0.00% | +62,360+4.1% | Added |
| Vanguard Group Inc | 4,224,206 | $46.8M | 0.00% | +328,638+8.4% | Added |
| BlackRock Inc. | 6,273,519 | $69.6M | 0.00% | +20,363+0.3% | Added |
| Resources Management Corp | 300 | – | – | +300 | New |
| Cerity Partners LLC | 399 | – | – | +399 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −81,265−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −66,346−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −60,965−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,995−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −8,468−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,316−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |