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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

Q4 2024 vs. Q3 2024

How the institutions holding Invesco Mortgage Capital Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of IVR: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders1421139−2
Shares22.4M115.8K25.6M+3.24M (+14.5%)
Value$209.9M$1.09M$206.1M−$2.65M (−1.3%)

1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to IVR in Q4 2024
InstitutionSharesValue% of portfolio
EMG Holdings, L.P.150,817$1.21M1.67%
Squarepoint Ops LLC72,705$585.3K0.00%
Freestone Grove Partners LP72,539$583.9K0.01%
Quantbot Technologies LP53,957$434.4K0.02%
Universal- Beteiligungs- und Servicegesellschaft mbH48,592$391.2K0.00%
Nebula Research & Development LLC43,130$347.2K0.04%
Atria Wealth Solutions, Inc.36,175$291.2K0.00%
Virtu Financial LLC33,906$273.0K0.01%
Kestra Advisory Services, LLC24,607$198.1K0.00%
Range Financial Group LLC21,951$176.7K0.08%
Mariner, LLC19,764$159.1K0.00%
New Age Alpha Advisors, LLC17,282$139.1K0.01%
ProShare Advisors LLC15,552$125.2K0.00%
Envestnet Asset Management Inc13,460$108.3K0.00%
XTX Topco Ltd11,944$96.1K0.01%
Police & Firemen's Retirement System of New Jersey11,125$89.6K0.00%
KLP Kapitalforvaltning AS9,650$81.0K0.00%
BNP Paribas Arbitrage, SA6,234$50.2K0.00%
MAI Capital Management5,750$46.3K0.00%
Spire Wealth Management1,110$8.94K0.00%
Murphy & Mullick Capital Management Corp1,044$8.82K0.01%
Northwestern Mutual Wealth Management Co400$3.22K0.00%
Jones Financial Companies LLLP384$3.09K0.00%
Curio Wealth, LLC300$2.42K0.00%
Amundi148$1.19K0.00%
Caitong International Asset Management Co., Ltd97$7810.00%
American National Bank54$4350.00%
Hager Investment Management Services, LLC15$1170.00%
GWM Advisors LLC2$160.00%

Sold out (31)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Not filed for Q4 2024 yet (1)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVR in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James Financial Services Advisors, Inc.115,753$1.09M