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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 30 | $0 | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 1 | $8 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $32 | 0.00% | −396−99.0% | Reduced |
| Larson Financial Group LLC | 7 | $55 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $56 | 0.00% | +7 | New |
| Hager Investment Management Services, LLC | 15 | $115 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $331 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 45 | $356 | 0.00% | +45 | New |
| Harbour Investments, Inc. | 57 | $450 | 0.00% | −21−26.9% | Reduced |
| Fifth Third Bancorp | 71 | $560 | 0.00% | −23−24.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 75 | $592 | 0.00% | −22−22.7% | Reduced |
| Archer Investment Corp | 80 | $630 | 0.00% | +4+5.3% | Added |
| Allworth Financial LP | 96 | $679 | 0.00% | +80+500.0% | Added |
| City State Bank | 100 | $789 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $828 | 0.00% | +45+75.0% | Added |
| National Bank of Canada | 145 | $1.14K | 0.00% | 00.0% | Unchanged |
| Amundi | 148 | $1.17K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 158 | $1.25K | 0.00% | −400−71.7% | Reduced |
| WealthCollab, LLC | 164 | $1.29K | 0.00% | +164 | New |
| Cornerstone Planning Group LLC | 242 | $1.68K | 0.00% | −168−41.0% | Reduced |
| Geneos Wealth Management Inc. | 219 | $1.73K | 0.00% | +219 | New |
| GAMMA Investing LLC | 241 | $1.90K | 0.00% | −125−34.2% | Reduced |
| Comerica Bank | 281 | $2.22K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 286 | $2.26K | 0.00% | +234+450.0% | Added |
| Signaturefd, LLC | 291 | $2.30K | 0.00% | +26+9.8% | Added |
| Hexagon Capital Partners LLC | 299 | $2.36K | 0.00% | +13+4.5% | Added |
| EverSource Wealth Advisors, LLC | 357 | $2.82K | 0.00% | +115+47.5% | Added |
| Principal Securities, Inc. | 421 | $3.39K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 434 | $3.44K | 0.00% | +50+13.0% | Added |
| Versant Capital Management, Inc | 463 | $3.65K | 0.00% | +463 | New |
| Red Tortoise LLC | 481 | $3.79K | 0.00% | +246+104.7% | Added |
| Assetmark, Inc | 500 | $3.94K | 0.00% | +500 | New |
| Quarry LP | 515 | $4.06K | 0.00% | +515 | New |
| CIBC Private Wealth Group, LLC | 1,000 | $6.50K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 909 | $7.17K | 0.00% | +909 | New |
| Farther Finance Advisors, LLC | 918 | $7.38K | 0.00% | +764+496.1% | Added |
| Murphy & Mullick Capital Management Corp | 1,044 | $8.24K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,056 | $8.33K | 0.00% | −684−39.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,063 | $8.39K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,103 | $8.70K | 0.00% | +163+17.3% | Added |
| Spire Wealth Management | 1,110 | $8.76K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,138 | $8.98K | 0.00% | −55−4.6% | Reduced |
| CWM, LLC | 1,170 | $9.00K | 0.00% | −11−0.9% | Reduced |
| Quest Partners LLC | 1,145 | $9.03K | 0.00% | +1,145 | New |
| Parallel Advisors, LLC | 1,429 | $11.3K | 0.00% | −1,217−46.0% | Reduced |
| Continuum Advisory, LLC | 1,828 | $14.4K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 1,837 | $14.5K | 0.00% | +1,837 | New |
| Amalgamated Bank | 2,109 | $17.0K | 0.00% | +447+26.9% | Added |
| Bogart Wealth, LLC | 2,311 | $18.2K | 0.00% | +2,311 | New |
| Public Employees Retirement Association of Colorado | 2,875 | $23.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,051 | $24.1K | 0.00% | −3,183−51.1% | Reduced |
| Walleye Trading LLC | 4,111 | $32.4K | 0.00% | −408−9.0% | Reduced |
| CoreCap Advisors, LLC | 4,749 | $37.5K | 0.00% | +1,891+66.2% | Added |
| MAI Capital Management | 5,750 | $45.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,189 | $48.8K | 0.00% | +1,533+32.9% | Added |
| McIlrath & Eck, LLC | 6,648 | $52.5K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,395 | $58.3K | 0.00% | +2,757+59.4% | Added |
| FMR LLC | 8,388 | $66.2K | 0.00% | −314−3.6% | Reduced |
| Royal Bank of Canada | 9,589 | $76.0K | 0.00% | −12,313−56.2% | Reduced |
| KLP Kapitalforvaltning AS | 9,650 | $76.1K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 10,400 | $82.1K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 10,837 | $85.5K | 0.00% | +10,837 | New |
| Police & Firemen's Retirement System of New Jersey | 11,125 | $87.8K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,162 | $88.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 11,426 | $90.2K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 11,974 | $94.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 11,989 | $94.6K | 0.00% | +2,835+31.0% | Added |
| Entropy Technologies, LP | 12,500 | $98.6K | 0.01% | +12,500 | New |
| Voya Investment Management LLC | 12,561 | $99.1K | 0.00% | −1,080−7.9% | Reduced |
| State of Wyoming | 13,079 | $103.2K | 0.01% | −13,528−50.8% | Reduced |
| New Age Alpha Advisors, LLC | 13,113 | $103.5K | 0.00% | −4,169−24.1% | Reduced |
| ProShare Advisors LLC | 13,243 | $104.5K | 0.00% | −2,309−14.8% | Reduced |
| Envestnet Asset Management Inc | 13,544 | $106.9K | 0.00% | +84+0.6% | Added |
| CIBC World Markets Corp | 13,575 | $107.1K | 0.00% | +13,575 | New |
| Vident Advisory, LLC | 14,143 | $111.6K | 0.00% | +14,143 | New |
| SEI Investments Co | 14,900 | $117.6K | 0.00% | +14,900 | New |
| 180 Wealth Advisors, LLC | 15,066 | $118.9K | 0.02% | +1,040+7.4% | Added |
| New England Private Wealth Advisors LLC | 17,000 | $134.1K | 0.02% | +17,000 | New |
| Arizona State Retirement System | 17,419 | $137.4K | 0.00% | +1,510+9.5% | Added |
| LPL Financial LLC | 17,455 | $137.7K | 0.00% | −25,770−59.6% | Reduced |
| Nisa Investment Advisors, LLC | 17,879 | $141.1K | 0.00% | −13−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 18,183 | $143.5K | 0.00% | +1,391+8.3% | Added |
| Kestra Advisory Services, LLC | 21,039 | $166.0K | 0.00% | −3,568−14.5% | Reduced |
| Advisor Group Holdings, Inc. | 21,253 | $167.7K | 0.00% | +235+1.1% | Added |
| Tower Research Capital LLC (TRC) | 21,914 | $172.4K | 0.01% | −18,183−45.3% | Reduced |
| Dark Forest Capital Management LP | 23,981 | $189.2K | 0.01% | +23,981 | New |
| Group One Trading, L.P. | 24,403 | $192.5K | 0.01% | −10,342−29.8% | Reduced |
| Straight Path Wealth Management | 25,000 | $197.3K | 0.08% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 26,007 | $205.2K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 26,216 | $207.8K | 0.00% | +12,800+95.4% | Added |
| Range Financial Group LLC | 26,339 | $207.8K | 0.09% | +4,388+20.0% | Added |
| Nomura Holdings Inc | 28,428 | $224.3K | 0.00% | −1,715−5.7% | Reduced |
| Corebridge Financial, Inc. | 29,972 | $236.5K | 0.00% | +2,517+9.2% | Added |
| JPMorgan Chase & Co | 31,197 | $246.1K | 0.00% | +4,356+16.2% | Added |
| PFG Investments, LLC | 31,590 | $249.2K | 0.02% | +1,022+3.3% | Added |
| Intech Investment Management LLC | 32,897 | $259.6K | 0.00% | +10,730+48.4% | Added |
| Quantbot Technologies LP | 33,245 | $262.3K | 0.01% | −20,712−38.4% | Reduced |
| MetLife Investment Management | 35,709 | $281.7K | 0.00% | +5,586+18.5% | Added |
| Citadel Advisors LLC | 36,503 | $288.0K | 0.00% | +36,503 | New |