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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, Q3 2023

Institutional positions in Invesco Mortgage Capital Inc. as of Sep 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
144
+3 vs. Q2 2023
Shares held
23.1M
+975.3K (+4.4%) vs. Q2 2023
Total value
$231.0M
−$23.2M (−9.1%) vs. Q2 2023
New holders
17
58 more added
Sold out
14
42 more reduced

Compare with Q2 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 holdersQ3 2023: 144 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 heldQ3 2023: $231.0M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q2 2023.

Institutions holding IVR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ameritas Investment Partners, Inc.3,466$34.7K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC3,135$31.4K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado2,875$29.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co2,314$23.2K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.2,009$20.1K0.00%−3,300−62.2%Reduced
AlphaMark Advisors, LLC1,975$20.0K0.01%+378+23.7%Added
FMR LLC1,834$18.4K0.00%−1,248−40.5%Reduced
Clear Street Markets LLC1,830$18.0K0.01%−980−34.9%Reduced
Quarry LP1,738$17.4K0.01%−975−35.9%Reduced
Tower Research Capital LLC (TRC)1,508$15.1K0.00%−8,498−84.9%Reduced
FNY Investment Advisers, LLC1,524$15.0K0.01%+1,524New
ZRC Wealth Management, LLC1,244$12.5K0.01%+40+3.3%Added
US Bancorp1,088$10.9K0.00%+805+284.5%Added
CWM, LLC965$10.0K0.00%+756+361.7%Added
Federation des caisses Desjardins du Quebec940$9.41K0.00%−100−9.6%Reduced
Quadrant Capital Group LLC904$9.05K0.00%+305+50.9%Added
Versant Capital Management, Inc585$5.86K0.00%−554−48.6%Reduced
Huntington National Bank577$5.78K0.00%+292+102.5%Added
Lindbrook Capital, LLC545$5.46K0.00%+425+354.2%Added
Signaturefd, LLC470$4.71K0.00%−33−6.6%Reduced
Parallel Advisors, LLC410$4.11K0.00%−49−10.7%Reduced
Global Retirement Partners, LLC441$3.99K0.00%00.0%Unchanged
LGT Financial Advisors LLC335$3.35K0.00%+335New
Harbour Investments, Inc.283$2.83K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC197$1.97K0.00%−115−36.9%Reduced
Hexagon Capital Partners LLC171$1.71K0.00%−18−9.5%Reduced
National Bank of Canada169$1.65K0.00%+35+26.1%Added
GWM Advisors LLC164$1.64K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC109$1.09K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.100$1.00K0.00%00.0%Unchanged
Bessemer Group Inc66$1.00K0.00%00.0%Unchanged
City State Bank100$1.00K0.00%00.0%Unchanged
Archer Investment Corp87$8680.00%+3+3.6%Added
Russell Investments Group, Ltd.74$7410.00%−2,185−96.7%Reduced
Cornerstone Planning Group LLC71$7120.00%+2+2.9%Added
Fifth Third Bancorp63$6310.00%00.0%Unchanged
Annapolis Financial Services, LLC50$5010.00%+50New
Newbridge Financial Services Group, Inc.43$4300.00%00.0%Unchanged
Assetmark, Inc30$3000.00%+30New
Allworth Financial LP28$2810.00%+28New
Farmers & Merchants Investments Inc22$2200.00%00.0%Unchanged
AdvisorNet Financial, Inc22$2200.00%00.0%Unchanged
Bell Investment Advisors, Inc14$1410.00%−23−62.2%Reduced
Parkside Financial Bank & Trust10$1010.00%−91−90.1%Reduced
EMG Holdings, L.P.0$00.00%−69,778−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−59,557−100.0%Sold out
Wolverine Trading, LLC0$00.00%−36,634−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−37,228−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−34,379−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−29,410−100.0%Sold out
CWM Advisors, LLC0$00.00%−27,478−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−26,111−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−25,899−100.0%Sold out
Caxton Associates LP0$00.00%−18,862−100.0%Sold out
Group One Trading, L.P.0$00.00%−17,930−100.0%Sold out
Cutler Group LP0$00.00%−2,845−100.0%Sold out
KBC Group NV0$00.00%−2,628−100.0%Sold out
Red Tortoise LLC0$00.00%−146−100.0%Sold out