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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 1,662 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,181 | $10.0K | 0.00% | +881+293.7% | Added |
| US Bancorp | 1,193 | $9.60K | 0.00% | +267+28.8% | Added |
| Spire Wealth Management | 1,110 | $8.94K | 0.00% | +1,110 | New |
| Murphy & Mullick Capital Management Corp | 1,044 | $8.82K | 0.01% | +1,044 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 1,063 | $8.56K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,000 | $8.06K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 940 | $7.57K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 558 | $4.49K | 0.00% | −2,402−81.1% | Reduced |
| Principal Securities, Inc. | 421 | $3.39K | 0.00% | +156+58.9% | Added |
| Cornerstone Planning Group LLC | 410 | $3.37K | 0.00% | +266+184.7% | Added |
| Northwestern Mutual Wealth Management Co | 400 | $3.22K | 0.00% | +400 | New |
| Jones Financial Companies LLLP | 384 | $3.09K | 0.00% | +384 | New |
| GAMMA Investing LLC | 366 | $2.95K | 0.00% | +257+235.8% | Added |
| SRS Capital Advisors, Inc. | 354 | $2.85K | 0.00% | −230−39.4% | Reduced |
| LGT Financial Advisors LLC | 300 | $2.42K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 300 | $2.42K | 0.00% | +300 | New |
| Hexagon Capital Partners LLC | 286 | $2.30K | 0.00% | +11+4.0% | Added |
| Comerica Bank | 281 | $2.26K | 0.00% | +161+134.2% | Added |
| Signaturefd, LLC | 265 | $2.13K | 0.00% | −822−75.6% | Reduced |
| EverSource Wealth Advisors, LLC | 242 | $1.95K | 0.00% | +187+340.0% | Added |
| Red Tortoise LLC | 235 | $1.89K | 0.00% | +19+8.8% | Added |
| Farther Finance Advisors, LLC | 154 | $1.24K | 0.00% | +75+94.9% | Added |
| Amundi | 148 | $1.19K | 0.00% | +148 | New |
| National Bank of Canada | 145 | $1.17K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $805 | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $805 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 97 | $781 | 0.00% | +97 | New |
| Fifth Third Bancorp | 94 | $757 | 0.00% | −34−26.6% | Reduced |
| Harbour Investments, Inc. | 78 | $628 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 76 | $612 | 0.00% | −29−27.6% | Reduced |
| Rothschild Investment LLC | 60 | $483 | 0.00% | +30+100.0% | Added |
| American National Bank | 54 | $435 | 0.00% | +54 | New |
| Lindbrook Capital, LLC | 52 | $419 | 0.00% | −129−71.3% | Reduced |
| Fortitude Family Office, LLC | 42 | $338 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 16 | $130 | 0.00% | −176−91.7% | Reduced |
| Hager Investment Management Services, LLC | 15 | $117 | 0.00% | +15 | New |
| GWM Advisors LLC | 2 | $16 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 1 | $9 | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −249,793−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −164,517−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −145,982−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −136,953−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −116,278−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −106,658−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −72,657−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −69,752−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −42,492−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −31,832−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,558−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −27,795−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −27,267−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,334−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −20,464−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,269−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,234−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −10,039−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −5,988−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −2,770−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −25,823−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |