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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 2,838 | $31.5K | 0.00% | −1,753−38.2% | Reduced |
| Russell Investments Group, Ltd. | 2,725 | $30.2K | 0.00% | +421+18.3% | Added |
| KBC Group NV | 2,723 | $30.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,449 | $27.2K | 0.00% | +892+57.3% | Added |
| State of Wyoming | 2,441 | $27.1K | 0.01% | +2,441 | New |
| Ameritas Investment Partners, Inc. | 2,236 | $24.8K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,938 | $21.5K | 0.00% | −41−2.1% | Reduced |
| Clear Street Markets LLC | 1,910 | $21.0K | 0.01% | −16,540−89.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,334 | $15.0K | 0.00% | −772−36.7% | Reduced |
| ZRC Wealth Management, LLC | 1,160 | $12.9K | 0.01% | +1,160 | New |
| Lindbrook Capital, LLC | 960 | $10.6K | 0.00% | +632+192.7% | Added |
| Quadrant Capital Group LLC | 871 | $9.66K | 0.00% | +366+72.5% | Added |
| Versant Capital Management, Inc | 771 | $8.55K | 0.00% | +742+2,558.6% | Added |
| Advisory Services Network, LLC | 574 | $6.37K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 557 | $6.17K | 0.00% | +140+33.6% | Added |
| ICA Group Wealth Management, LLC | 525 | $5.82K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 441 | $4.29K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 341 | $3.79K | 0.00% | −174−33.8% | Reduced |
| Harbour Investments, Inc. | 283 | $3.14K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 243 | $3.00K | 0.00% | +243 | New |
| TCI Wealth Advisors, Inc. | 240 | $2.66K | 0.00% | +240 | New |
| US Bancorp | 214 | $2.37K | 0.00% | −87−28.9% | Reduced |
| Hexagon Capital Partners LLC | 189 | $2.09K | 0.00% | −20−9.6% | Reduced |
| GWM Advisors LLC | 164 | $1.82K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 117 | $1.30K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 113 | $1.25K | 0.00% | +48+73.8% | Added |
| Steward Partners Investment Advisory, LLC | 109 | $1.21K | 0.00% | +109 | New |
| Ameritas Advisory Services, LLC | 114 | $1.20K | 0.00% | +114 | New |
| SOA Wealth Advisors, LLC. | 100 | $1.11K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 137 | $1.00K | 0.00% | −480−77.8% | Reduced |
| CWM, LLC | 96 | $1.00K | 0.00% | −53−35.6% | Reduced |
| Bessemer Group Inc | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $1.00K | 0.00% | +100 | New |
| Signaturefd, LLC | 80 | $887 | 0.00% | −82−50.6% | Reduced |
| Massmutual Trust Co FSB | 76 | $843 | 0.00% | +76 | New |
| Fifth Third Bancorp | 63 | $699 | 0.00% | −333−84.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 43 | $477 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $411 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $244 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $244 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $166 | 0.00% | 00.0% | Unchanged |
| 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 |