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, Q1 2025
Institutional positions in Invesco Mortgage Capital Inc. as of Mar 31, 2025. 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
- 146
- +9 vs. Q4 2024
- Shares held
- 30.0M
- +4.59M (+18.0%) vs. Q4 2024
- Total value
- $236.9M
- +$31.7M (+15.4%) vs. Q4 2024
- New holders
- 25
- 59 more added
- Sold out
- 16
- 34 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,595,081 | $52.0M | 0.00% | +1,031,345+18.5% | Added |
| Vanguard Group Inc | 3,433,563 | $27.1M | 0.00% | +239,579+7.5% | Added |
| Invesco Ltd. | 2,363,174 | $18.6M | 0.00% | +38,354+1.6% | Added |
| Balyasny Asset Management LLC | 1,949,391 | $15.4M | 0.04% | +492,133+33.8% | Added |
| Geode Capital Management, LLC | 1,506,916 | $11.9M | 0.00% | +155,253+11.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,295,263 | $10.2M | 0.02% | +780,225+151.5% | Added |
| Two Sigma Advisers, LP | 1,177,400 | $9.29M | 0.02% | +617,100+110.1% | Added |
| State Street Corp | 1,120,645 | $8.84M | 0.00% | +76,864+7.4% | Added |
| Two Sigma Investments, LP | 965,544 | $7.62M | 0.02% | +45,783+5.0% | Added |
| Jupiter Asset Management Ltd | 886,738 | $7.00M | 0.07% | +886,738 | New |
| UBS Group AG | 828,037 | $6.53M | 0.00% | −272,671−24.8% | Reduced |
| Renaissance Technologies LLC | 736,700 | $5.81M | 0.01% | +14,700+2.0% | Added |
| Van Eck Associates Corp | 648,309 | $5.12M | 0.01% | +6,919+1.1% | Added |
| Northern Trust Corp | 579,288 | $4.57M | 0.00% | +7,193+1.3% | Added |
| Morgan Stanley | 512,650 | $4.04M | 0.00% | +10,487+2.1% | Added |
| Charles Schwab Investment Management Inc | 505,059 | $3.98M | 0.00% | +31,382+6.6% | Added |
| Segall Bryant & Hamill, LLC | 496,297 | $3.92M | 0.06% | −4,005−0.8% | Reduced |
| Wolverine Asset Management LLC | 411,163 | $3.24M | 0.06% | +411,163 | New |
| Goldman Sachs Group Inc | 368,466 | $2.91M | 0.00% | +31,410+9.3% | Added |
| Barclays PLC | 330,616 | $2.61M | 0.00% | +118,183+55.6% | Added |
| Susquehanna International Group, LLP | 238,967 | $1.89M | 0.00% | +119,569+100.1% | Added |
| Ameriprise Financial Inc | 189,311 | $1.49M | 0.00% | +172,639+1,035.5% | Added |
| Freestone Grove Partners LP | 171,463 | $1.35M | 0.01% | +98,924+136.4% | Added |
| Bank of New York Mellon Corp | 149,094 | $1.18M | 0.00% | +16,440+12.4% | Added |
| Cetera Investment Advisers | 136,645 | $1.08M | 0.00% | +9,557+7.5% | Added |
| Penserra Capital Management LLC | 136,359 | $1.07M | 0.02% | +23,746+21.1% | Added |
| Nuveen, LLC | 135,323 | $1.07M | 0.00% | +135,323 | New |
| Swiss National Bank | 117,701 | $928.7K | 0.00% | +9,900+9.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 101,822 | $803.4K | 0.00% | +101,822 | New |
| PL Capital Advisors, LLC | 100,000 | $789.0K | 0.26% | −300,000−75.0% | Reduced |
| Rhumbline Advisers | 86,863 | $685.3K | 0.00% | +2,260+2.7% | Added |
| Nebula Research & Development LLC | 86,460 | $682.2K | 0.06% | +43,330+100.5% | Added |
| LSV Asset Management | 81,607 | $644.0K | 0.00% | −1,854−2.2% | Reduced |
| UBS Asset Management Americas Inc | 70,960 | $559.9K | 0.00% | +26,804+60.7% | Added |
| Firethorn Wealth Partners, LLC | 67,185 | $530.1K | 0.25% | +5,718+9.3% | Added |
| Squarepoint Ops LLC | 64,545 | $509.3K | 0.00% | −8,160−11.2% | Reduced |
| Wells Fargo & Company | 59,576 | $470.1K | 0.00% | +4,722+8.6% | Added |
| Price T Rowe Associates Inc | 59,201 | $468.0K | 0.00% | +4,370+8.0% | Added |
| Bank of America Corp | 58,906 | $464.8K | 0.00% | −2,145−3.5% | Reduced |
| Legal & General Group Plc | 57,030 | $450.0K | 0.00% | +9,518+20.0% | Added |
| California State Teachers Retirement System | 51,141 | $403.5K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 48,592 | $383.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 45,824 | $361.6K | 0.00% | +149+0.3% | Added |
| Deutsche Bank AG | 45,563 | $359.5K | 0.00% | −759−1.6% | Reduced |
| Alliancebernstein L.P. | 44,063 | $347.7K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 40,901 | $322.0K | 0.01% | −3,184−7.2% | Reduced |
| Citadel Advisors LLC | 36,503 | $288.0K | 0.00% | +36,503 | New |
| MetLife Investment Management | 35,709 | $281.7K | 0.00% | +5,586+18.5% | Added |
| Quantbot Technologies LP | 33,245 | $262.3K | 0.01% | −20,712−38.4% | Reduced |
| Intech Investment Management LLC | 32,897 | $259.6K | 0.00% | +10,730+48.4% | Added |
| PFG Investments, LLC | 31,590 | $249.2K | 0.02% | +1,022+3.3% | Added |
| JPMorgan Chase & Co | 31,197 | $246.1K | 0.00% | +4,356+16.2% | Added |
| Corebridge Financial, Inc. | 29,972 | $236.5K | 0.00% | +2,517+9.2% | Added |
| Nomura Holdings Inc | 28,428 | $224.3K | 0.00% | −1,715−5.7% | Reduced |
| Range Financial Group LLC | 26,339 | $207.8K | 0.09% | +4,388+20.0% | Added |
| Janus Henderson Group PLC | 26,216 | $207.8K | 0.00% | +12,800+95.4% | Added |
| Private Advisor Group, LLC | 26,007 | $205.2K | 0.00% | 00.0% | Unchanged |
| Straight Path Wealth Management | 25,000 | $197.3K | 0.08% | 00.0% | Unchanged |
| Group One Trading, L.P. | 24,403 | $192.5K | 0.01% | −10,342−29.8% | Reduced |
| Dark Forest Capital Management LP | 23,981 | $189.2K | 0.01% | +23,981 | New |
| Tower Research Capital LLC (TRC) | 21,914 | $172.4K | 0.01% | −18,183−45.3% | Reduced |
| Advisor Group Holdings, Inc. | 21,253 | $167.7K | 0.00% | +235+1.1% | Added |
| Kestra Advisory Services, LLC | 21,039 | $166.0K | 0.00% | −3,568−14.5% | Reduced |
| Manufacturers Life Insurance Company, The | 18,183 | $143.5K | 0.00% | +1,391+8.3% | Added |
| Nisa Investment Advisors, LLC | 17,879 | $141.1K | 0.00% | −13−0.1% | Reduced |
| LPL Financial LLC | 17,455 | $137.7K | 0.00% | −25,770−59.6% | Reduced |
| Arizona State Retirement System | 17,419 | $137.4K | 0.00% | +1,510+9.5% | Added |
| New England Private Wealth Advisors LLC | 17,000 | $134.1K | 0.02% | +17,000 | New |
| 180 Wealth Advisors, LLC | 15,066 | $118.9K | 0.02% | +1,040+7.4% | Added |
| SEI Investments Co | 14,900 | $117.6K | 0.00% | +14,900 | New |
| Vident Advisory, LLC | 14,143 | $111.6K | 0.00% | +14,143 | New |
| CIBC World Markets Corp | 13,575 | $107.1K | 0.00% | +13,575 | New |
| Envestnet Asset Management Inc | 13,544 | $106.9K | 0.00% | +84+0.6% | Added |
| ProShare Advisors LLC | 13,243 | $104.5K | 0.00% | −2,309−14.8% | Reduced |
| New Age Alpha Advisors, LLC | 13,113 | $103.5K | 0.00% | −4,169−24.1% | Reduced |
| State of Wyoming | 13,079 | $103.2K | 0.01% | −13,528−50.8% | Reduced |
| Voya Investment Management LLC | 12,561 | $99.1K | 0.00% | −1,080−7.9% | Reduced |
| Entropy Technologies, LP | 12,500 | $98.6K | 0.01% | +12,500 | New |
| Russell Investments Group, Ltd. | 11,989 | $94.6K | 0.00% | +2,835+31.0% | Added |
| State Board of Administration of Florida Retirement System | 11,974 | $94.5K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 11,426 | $90.2K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,162 | $88.1K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,125 | $87.8K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,837 | $85.5K | 0.00% | +10,837 | New |
| STRS Ohio | 10,400 | $82.1K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 9,650 | $76.1K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,589 | $76.0K | 0.00% | −12,313−56.2% | Reduced |
| FMR LLC | 8,388 | $66.2K | 0.00% | −314−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 7,395 | $58.3K | 0.00% | +2,757+59.4% | Added |
| McIlrath & Eck, LLC | 6,648 | $52.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,189 | $48.8K | 0.00% | +1,533+32.9% | Added |
| MAI Capital Management | 5,750 | $45.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,749 | $37.5K | 0.00% | +1,891+66.2% | Added |
| Walleye Trading LLC | 4,111 | $32.4K | 0.00% | −408−9.0% | Reduced |
| BNP Paribas Arbitrage, SA | 3,051 | $24.1K | 0.00% | −3,183−51.1% | Reduced |
| Public Employees Retirement Association of Colorado | 2,875 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,311 | $18.2K | 0.00% | +2,311 | New |
| Amalgamated Bank | 2,109 | $17.0K | 0.00% | +447+26.9% | Added |
| PEAK6 LLC | 1,837 | $14.5K | 0.00% | +1,837 | New |
| Continuum Advisory, LLC | 1,828 | $14.4K | 0.00% | 00.0% | Unchanged |