Skip to main content
Livermore
Livermore
ZHEN

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 2023

Institutional positions in Invesco Mortgage Capital Inc. as of Jun 30, 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
141
−2 vs. Q1 2023
Shares held
22.1M
+1.74M (+8.5%) vs. Q1 2023
Total value
$254.2M
+$28.4M (+12.6%) vs. Q1 2023
New holders
18
76 more added
Sold out
20
23 more reduced

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 141 institutions
Q1 2021: 188 institutionsQ2 2021: 203 institutionsQ3 2021: 211 institutionsQ4 2021: 218 institutionsQ1 2022: 204 institutionsQ2 2022: 133 institutionsQ3 2022: 128 institutionsQ4 2022: 125 institutionsQ1 2023: 143 institutionsQ2 2023: 141 institutionsQ3 2023: 144 institutionsQ4 2023: 157 institutionsQ1 2024: 140 institutionsQ2 2024: 136 institutionsQ3 2024: 142 institutionsQ4 2024: 139 institutionsQ1 2025: 146 institutionsQ2 2025: 145 institutionsQ3 2025: 159 institutionsQ4 2025: 172 institutionsQ1 2026: 172 institutionsQ2 2026: 182 institutions
Value heldQ2 2023: $254.2M
Q1 2021: $562.4MQ2 2021: $622.9MQ3 2021: $526.3MQ4 2021: $487.3MQ1 2022: $393.8MQ2 2022: $277.9MQ3 2022: $210.4MQ4 2022: $245.7MQ1 2023: $225.8MQ2 2023: $254.2MQ3 2023: $231.0MQ4 2023: $174.4MQ1 2024: $185.9MQ2 2024: $189.7MQ3 2024: $209.9MQ4 2024: $206.1MQ1 2025: $236.9MQ2 2025: $223.0MQ3 2025: $247.9MQ4 2025: $267.6MQ1 2026: $280.2MQ2 2026: $337.4M
Institutions holding IVR and their total value by quarter
QuarterHoldersValue
Q2 2026182$337.4M
Q1 2026172$280.2M
Q4 2025172$267.6M
Q3 2025159$247.9M
Q2 2025145$223.0M
Q1 2025146$236.9M
Q4 2024139$206.1M
Q3 2024142$209.9M
Q2 2024136$189.7M
Q1 2024140$185.9M
Q4 2023157$174.4M
Q3 2023144$231.0M
Q2 2023141$254.2M
Q1 2023143$225.8M
Q4 2022125$245.7M
Q3 2022128$210.4M
Q2 2022133$277.9M
Q1 2022204$393.8M
Q4 2021218$487.3M
Q3 2021211$526.3M
Q2 2021203$622.9M
Q1 2021188$562.4M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q1 2023.

Institutions holding IVR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Zurcher Kantonalbank (Zurich Cantonalbank)5,015$57.5K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,466$39.8K0.00%+1,230+55.0%Added
VisionPoint Advisory Group, LLC3,135$36.0K0.01%+3,135New
FMR LLC3,082$35.3K0.00%−339−9.9%Reduced
Public Employees Retirement Association of Colorado2,875$33.0K0.00%00.0%Unchanged
Clear Street Markets LLC2,810$32.0K0.01%+900+47.1%Added
Cutler Group LP2,845$32.0K0.01%+2,708+1,976.6%Added
Quarry LP2,713$31.1K0.02%−5,360−66.4%Reduced
KBC Group NV2,628$30.0K0.00%−95−3.5%Reduced
Metropolitan Life Insurance Co2,314$26.5K0.00%+376+19.4%Added
Russell Investments Group, Ltd.2,259$25.9K0.00%−466−17.1%Reduced
AlphaMark Advisors, LLC1,597$18.0K0.01%+1,354+557.2%Added
ZRC Wealth Management, LLC1,204$13.8K0.01%+44+3.8%Added
Versant Capital Management, Inc1,139$13.1K0.00%+368+47.7%Added
Federation des caisses Desjardins du Quebec1,040$11.9K0.00%+1,040New
Quadrant Capital Group LLC599$6.87K0.00%−272−31.2%Reduced
Signaturefd, LLC503$5.77K0.00%+423+528.8%Added
Parallel Advisors, LLC459$5.27K0.00%+118+34.6%Added
Global Retirement Partners, LLC441$5.06K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC312$3.58K0.00%+312New
Huntington National Bank285$3.27K0.00%+285New
Harbour Investments, Inc.283$3.25K0.00%00.0%Unchanged
US Bancorp283$3.25K0.00%+69+32.2%Added
Hexagon Capital Partners LLC189$2.17K0.00%00.0%Unchanged
CWM, LLC209$2.00K0.00%+113+117.7%Added
GWM Advisors LLC164$1.88K0.00%00.0%Unchanged
Red Tortoise LLC146$1.68K0.00%+29+24.8%Added
National Bank of Canada134$1.53K0.00%+21+18.6%Added
Lindbrook Capital, LLC120$1.38K0.00%−840−87.5%Reduced
Steward Partners Investment Advisory, LLC109$1.25K0.00%00.0%Unchanged
Parkside Financial Bank & Trust101$1.16K0.00%+101New
SOA Wealth Advisors, LLC.100$1.15K0.00%00.0%Unchanged
Bessemer Group Inc66$1.00K0.00%00.0%Unchanged
City State Bank100$1.00K0.00%00.0%Unchanged
Archer Investment Corp84$9630.00%+84New
Cornerstone Planning Group LLC69$7900.00%+69New
Fifth Third Bancorp63$7230.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.43$4930.00%00.0%Unchanged
Bell Investment Advisors, Inc37$4250.00%00.0%Unchanged
Farmers & Merchants Investments Inc22$2520.00%00.0%Unchanged
AdvisorNet Financial, Inc22$2520.00%00.0%Unchanged
Marshall Wace, LLP0$00.00%−656,766−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−147,243−100.0%Sold out
Wealthstar Advisors, LLC0$00.00%−44,702−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−25,722−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−22,994−100.0%Sold out
Quantbot Technologies LP0$00.00%−21,107−100.0%Sold out
Bank of Montreal0$00.00%−17,764−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−12,583−100.0%Sold out
Amundi0$00.00%−4,811−100.0%Sold out
Walleye Trading LLC0$00.00%−4,347−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−3,565−100.0%Sold out
Advisory Services Network, LLC0$00.00%−574−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−557−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−525−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−240−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−114−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−76−100.0%Sold out
Glassman Wealth Services0$00.00%−15−100.0%Sold out
Resources Management Corp0$00.00%−300−100.0%Sold out
Cerity Partners LLC0$00.00%−399−100.0%Sold out