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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 40,901 | $322.0K | 0.01% | −3,184−7.2% | Reduced |
| Alliancebernstein L.P. | 44,063 | $347.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 45,563 | $359.5K | 0.00% | −759−1.6% | Reduced |
| Citigroup Inc | 45,824 | $361.6K | 0.00% | +149+0.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 48,592 | $383.4K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 51,141 | $403.5K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 57,030 | $450.0K | 0.00% | +9,518+20.0% | Added |
| Bank of America Corp | 58,906 | $464.8K | 0.00% | −2,145−3.5% | Reduced |
| Price T Rowe Associates Inc | 59,201 | $468.0K | 0.00% | +4,370+8.0% | Added |
| Wells Fargo & Company | 59,576 | $470.1K | 0.00% | +4,722+8.6% | Added |
| Squarepoint Ops LLC | 64,545 | $509.3K | 0.00% | −8,160−11.2% | Reduced |
| Firethorn Wealth Partners, LLC | 67,185 | $530.1K | 0.25% | +5,718+9.3% | Added |
| UBS Asset Management Americas Inc | 70,960 | $559.9K | 0.00% | +26,804+60.7% | Added |
| LSV Asset Management | 81,607 | $644.0K | 0.00% | −1,854−2.2% | Reduced |
| Nebula Research & Development LLC | 86,460 | $682.2K | 0.06% | +43,330+100.5% | Added |
| Rhumbline Advisers | 86,863 | $685.3K | 0.00% | +2,260+2.7% | Added |
| PL Capital Advisors, LLC | 100,000 | $789.0K | 0.26% | −300,000−75.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 101,822 | $803.4K | 0.00% | +101,822 | New |
| Swiss National Bank | 117,701 | $928.7K | 0.00% | +9,900+9.2% | Added |
| Nuveen, LLC | 135,323 | $1.07M | 0.00% | +135,323 | New |
| Penserra Capital Management LLC | 136,359 | $1.07M | 0.02% | +23,746+21.1% | Added |
| Cetera Investment Advisers | 136,645 | $1.08M | 0.00% | +9,557+7.5% | Added |
| Bank of New York Mellon Corp | 149,094 | $1.18M | 0.00% | +16,440+12.4% | Added |
| Freestone Grove Partners LP | 171,463 | $1.35M | 0.01% | +98,924+136.4% | Added |
| Ameriprise Financial Inc | 189,311 | $1.49M | 0.00% | +172,639+1,035.5% | Added |
| Susquehanna International Group, LLP | 238,967 | $1.89M | 0.00% | +119,569+100.1% | Added |
| Barclays PLC | 330,616 | $2.61M | 0.00% | +118,183+55.6% | Added |
| Goldman Sachs Group Inc | 368,466 | $2.91M | 0.00% | +31,410+9.3% | Added |
| Wolverine Asset Management LLC | 411,163 | $3.24M | 0.06% | +411,163 | New |
| Segall Bryant & Hamill, LLC | 496,297 | $3.92M | 0.06% | −4,005−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 505,059 | $3.98M | 0.00% | +31,382+6.6% | Added |
| Morgan Stanley | 512,650 | $4.04M | 0.00% | +10,487+2.1% | Added |
| Northern Trust Corp | 579,288 | $4.57M | 0.00% | +7,193+1.3% | Added |
| Van Eck Associates Corp | 648,309 | $5.12M | 0.01% | +6,919+1.1% | Added |
| Renaissance Technologies LLC | 736,700 | $5.81M | 0.01% | +14,700+2.0% | Added |
| UBS Group AG | 828,037 | $6.53M | 0.00% | −272,671−24.8% | Reduced |
| Jupiter Asset Management Ltd | 886,738 | $7.00M | 0.07% | +886,738 | New |
| Two Sigma Investments, LP | 965,544 | $7.62M | 0.02% | +45,783+5.0% | Added |
| State Street Corp | 1,120,645 | $8.84M | 0.00% | +76,864+7.4% | Added |
| Two Sigma Advisers, LP | 1,177,400 | $9.29M | 0.02% | +617,100+110.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,295,263 | $10.2M | 0.02% | +780,225+151.5% | Added |
| Geode Capital Management, LLC | 1,506,916 | $11.9M | 0.00% | +155,253+11.5% | Added |
| Balyasny Asset Management LLC | 1,949,391 | $15.4M | 0.04% | +492,133+33.8% | Added |
| Invesco Ltd. | 2,363,174 | $18.6M | 0.00% | +38,354+1.6% | Added |
| Vanguard Group Inc | 3,433,563 | $27.1M | 0.00% | +239,579+7.5% | Added |
| BlackRock, Inc. | 6,595,081 | $52.0M | 0.00% | +1,031,345+18.5% | Added |
| CastleKnight Management LP | 0 | $0 | 0.00% | −367,818−100.0% | Sold out |
| EMG Holdings, L.P. | 0 | $0 | 0.00% | −150,817−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −36,175−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −33,906−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −24,300−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −19,764−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| KPP Advisory Services LLC | 0 | $0 | 0.00% | −13,213−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,783−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −11,944−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| SOA Wealth Advisors, LLC. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |