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, Q4 2024
Institutional positions in Invesco Mortgage Capital Inc. as of Dec 31, 2024. 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
- 139
- −2 vs. Q3 2024
- Shares held
- 25.6M
- +3.24M (+14.5%) vs. Q3 2024
- Total value
- $206.1M
- −$2.65M (−1.3%) vs. Q3 2024
- New holders
- 29
- 52 more added
- Sold out
- 31
- 35 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 1 | $9 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2 | $16 | 0.00% | +2 | New |
| Hager Investment Management Services, LLC | 15 | $117 | 0.00% | +15 | New |
| Allworth Financial LP | 16 | $130 | 0.00% | −176−91.7% | Reduced |
| Fortitude Family Office, LLC | 42 | $338 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 52 | $419 | 0.00% | −129−71.3% | Reduced |
| American National Bank | 54 | $435 | 0.00% | +54 | New |
| Rothschild Investment LLC | 60 | $483 | 0.00% | +30+100.0% | Added |
| Archer Investment Corp | 76 | $612 | 0.00% | −29−27.6% | Reduced |
| Harbour Investments, Inc. | 78 | $628 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 94 | $757 | 0.00% | −34−26.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 97 | $781 | 0.00% | +97 | New |
| SOA Wealth Advisors, LLC. | 100 | $805 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $805 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 145 | $1.17K | 0.00% | 00.0% | Unchanged |
| Amundi | 148 | $1.19K | 0.00% | +148 | New |
| Farther Finance Advisors, LLC | 154 | $1.24K | 0.00% | +75+94.9% | Added |
| Red Tortoise LLC | 235 | $1.89K | 0.00% | +19+8.8% | Added |
| EverSource Wealth Advisors, LLC | 242 | $1.95K | 0.00% | +187+340.0% | Added |
| Signaturefd, LLC | 265 | $2.13K | 0.00% | −822−75.6% | Reduced |
| Comerica Bank | 281 | $2.26K | 0.00% | +161+134.2% | Added |
| Hexagon Capital Partners LLC | 286 | $2.30K | 0.00% | +11+4.0% | Added |
| LGT Financial Advisors LLC | 300 | $2.42K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 300 | $2.42K | 0.00% | +300 | New |
| SRS Capital Advisors, Inc. | 354 | $2.85K | 0.00% | −230−39.4% | Reduced |
| GAMMA Investing LLC | 366 | $2.95K | 0.00% | +257+235.8% | Added |
| Jones Financial Companies LLLP | 384 | $3.09K | 0.00% | +384 | New |
| Northwestern Mutual Wealth Management Co | 400 | $3.22K | 0.00% | +400 | New |
| Cornerstone Planning Group LLC | 410 | $3.37K | 0.00% | +266+184.7% | Added |
| Principal Securities, Inc. | 421 | $3.39K | 0.00% | +156+58.9% | Added |
| Quadrant Capital Group LLC | 558 | $4.49K | 0.00% | −2,402−81.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 940 | $7.57K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,000 | $8.06K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 1,063 | $8.56K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,044 | $8.82K | 0.01% | +1,044 | New |
| Spire Wealth Management | 1,110 | $8.94K | 0.00% | +1,110 | New |
| US Bancorp | 1,193 | $9.60K | 0.00% | +267+28.8% | Added |
| CWM, LLC | 1,181 | $10.0K | 0.00% | +881+293.7% | Added |
| Amalgamated Bank | 1,662 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,740 | $14.0K | 0.00% | +1,557+850.8% | Added |
| Continuum Advisory, LLC | 1,828 | $14.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,840 | $14.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,646 | $21.3K | 0.00% | −194−6.8% | Reduced |
| Public Employees Retirement Association of Colorado | 2,875 | $23.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,858 | $23.0K | 0.00% | +127+4.7% | Added |
| Global Retirement Partners, LLC | 3,640 | $29.3K | 0.00% | +610+20.1% | Added |
| Walleye Trading LLC | 4,519 | $36.4K | 0.00% | −2,480−35.4% | Reduced |
| The PNC Financial Services Group, Inc. | 4,638 | $37.3K | 0.00% | +3,758+427.0% | Added |
| Ameritas Investment Partners, Inc. | 4,656 | $37.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,750 | $46.3K | 0.00% | +5,750 | New |
| BNP Paribas Arbitrage, SA | 6,234 | $50.2K | 0.00% | +6,234 | New |
| McIlrath & Eck, LLC | 6,648 | $53.5K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 8,702 | $70.1K | 0.00% | −2,491−22.3% | Reduced |
| Russell Investments Group, Ltd. | 9,154 | $73.7K | 0.00% | +3,272+55.6% | Added |
| KLP Kapitalforvaltning AS | 9,650 | $81.0K | 0.00% | +9,650 | New |
| STRS Ohio | 10,400 | $83.7K | 0.00% | +2,100+25.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,125 | $89.6K | 0.00% | +11,125 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,162 | $89.9K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 11,426 | $92.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 11,944 | $96.1K | 0.01% | +11,944 | New |
| State Board of Administration of Florida Retirement System | 11,974 | $96.4K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 12,783 | $102.9K | 0.03% | −3,656−22.2% | Reduced |
| KPP Advisory Services LLC | 13,213 | $106.4K | 0.03% | −1,000−7.0% | Reduced |
| Janus Henderson Group PLC | 13,416 | $108.2K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 13,460 | $108.3K | 0.00% | +13,460 | New |
| Voya Investment Management LLC | 13,641 | $109.8K | 0.00% | −525−3.7% | Reduced |
| 180 Wealth Advisors, LLC | 14,026 | $112.9K | 0.02% | +2,542+22.1% | Added |
| Janney Montgomery Scott LLC | 15,000 | $121.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,552 | $125.2K | 0.00% | +15,552 | New |
| Arizona State Retirement System | 15,909 | $128.1K | 0.00% | +2,953+22.8% | Added |
| Manufacturers Life Insurance Company, The | 16,792 | $135.2K | 0.00% | −506−2.9% | Reduced |
| New Age Alpha Advisors, LLC | 17,282 | $139.1K | 0.01% | +17,282 | New |
| Ameriprise Financial Inc | 16,672 | $140.9K | 0.00% | −1,725−9.4% | Reduced |
| Nisa Investment Advisors, LLC | 17,892 | $151.2K | 0.00% | −17−0.1% | Reduced |
| Mariner, LLC | 19,764 | $159.1K | 0.00% | +19,764 | New |
| Advisor Group Holdings, Inc. | 21,018 | $169.2K | 0.00% | +3,256+18.3% | Added |
| Royal Bank of Canada | 21,902 | $176.0K | 0.00% | +11,662+113.9% | Added |
| Range Financial Group LLC | 21,951 | $176.7K | 0.08% | +21,951 | New |
| Intech Investment Management LLC | 22,167 | $178.4K | 0.00% | +9,288+72.1% | Added |
| SG Americas Securities, LLC | 24,300 | $196.0K | 0.00% | +6,019+32.9% | Added |
| Kestra Advisory Services, LLC | 24,607 | $198.1K | 0.00% | +24,607 | New |
| Straight Path Wealth Management | 25,000 | $201.3K | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,007 | $209.4K | 0.00% | +800+3.2% | Added |
| State of Wyoming | 26,607 | $214.2K | 0.03% | −8,085−23.3% | Reduced |
| JPMorgan Chase & Co | 26,841 | $216.1K | 0.00% | −115,133−81.1% | Reduced |
| Corebridge Financial, Inc. | 27,455 | $221.0K | 0.00% | +1,242+4.7% | Added |
| MetLife Investment Management | 30,123 | $242.5K | 0.00% | +3,517+13.2% | Added |
| Nomura Holdings Inc | 30,143 | $242.7K | 0.00% | +1,277+4.4% | Added |
| PFG Investments, LLC | 30,568 | $246.1K | 0.02% | −2,460−7.4% | Reduced |
| Virtu Financial LLC | 33,906 | $273.0K | 0.01% | +33,906 | New |
| Group One Trading, L.P. | 34,745 | $279.7K | 0.01% | −53,019−60.4% | Reduced |
| Atria Wealth Solutions, Inc. | 36,175 | $291.2K | 0.00% | +36,175 | New |
| Tower Research Capital LLC (TRC) | 40,097 | $322.8K | 0.01% | +37,674+1,554.8% | Added |
| Nebula Research & Development LLC | 43,130 | $347.2K | 0.04% | +43,130 | New |
| LPL Financial LLC | 43,225 | $348.0K | 0.00% | −425−1.0% | Reduced |
| Simplex Trading, LLC | 44,085 | $354.0K | 0.01% | −8,276−15.8% | Reduced |
| Alliancebernstein L.P. | 44,063 | $354.7K | 0.00% | −12,652−22.3% | Reduced |
| UBS Asset Management Americas Inc | 44,156 | $355.5K | 0.00% | −69,199−61.0% | Reduced |
| Citigroup Inc | 45,675 | $367.7K | 0.00% | +9,634+26.7% | Added |
| Deutsche Bank AG | 46,322 | $372.9K | 0.00% | +20,038+76.2% | Added |