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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1,429 | $11.3K | 0.00% | −1,217−46.0% | Reduced |
| Quest Partners LLC | 1,145 | $9.03K | 0.00% | +1,145 | New |
| CWM, LLC | 1,170 | $9.00K | 0.00% | −11−0.9% | Reduced |
| US Bancorp | 1,138 | $8.98K | 0.00% | −55−4.6% | Reduced |
| Spire Wealth Management | 1,110 | $8.76K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,103 | $8.70K | 0.00% | +163+17.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,063 | $8.39K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,056 | $8.33K | 0.00% | −684−39.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,044 | $8.24K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 918 | $7.38K | 0.00% | +764+496.1% | Added |
| Coldstream Capital Management Inc | 909 | $7.17K | 0.00% | +909 | New |
| CIBC Private Wealth Group, LLC | 1,000 | $6.50K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 515 | $4.06K | 0.00% | +515 | New |
| Assetmark, Inc | 500 | $3.94K | 0.00% | +500 | New |
| Red Tortoise LLC | 481 | $3.79K | 0.00% | +246+104.7% | Added |
| Versant Capital Management, Inc | 463 | $3.65K | 0.00% | +463 | New |
| Jones Financial Companies LLLP | 434 | $3.44K | 0.00% | +50+13.0% | Added |
| Principal Securities, Inc. | 421 | $3.39K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 357 | $2.82K | 0.00% | +115+47.5% | Added |
| Hexagon Capital Partners LLC | 299 | $2.36K | 0.00% | +13+4.5% | Added |
| Signaturefd, LLC | 291 | $2.30K | 0.00% | +26+9.8% | Added |
| Lindbrook Capital, LLC | 286 | $2.26K | 0.00% | +234+450.0% | Added |
| Comerica Bank | 281 | $2.22K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 241 | $1.90K | 0.00% | −125−34.2% | Reduced |
| Geneos Wealth Management Inc. | 219 | $1.73K | 0.00% | +219 | New |
| Cornerstone Planning Group LLC | 242 | $1.68K | 0.00% | −168−41.0% | Reduced |
| WealthCollab, LLC | 164 | $1.29K | 0.00% | +164 | New |
| Quadrant Capital Group LLC | 158 | $1.25K | 0.00% | −400−71.7% | Reduced |
| Amundi | 148 | $1.17K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 145 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 105 | $828 | 0.00% | +45+75.0% | Added |
| City State Bank | 100 | $789 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 96 | $679 | 0.00% | +80+500.0% | Added |
| Archer Investment Corp | 80 | $630 | 0.00% | +4+5.3% | Added |
| Caitong International Asset Management Co., Ltd | 75 | $592 | 0.00% | −22−22.7% | Reduced |
| Fifth Third Bancorp | 71 | $560 | 0.00% | −23−24.5% | Reduced |
| Harbour Investments, Inc. | 57 | $450 | 0.00% | −21−26.9% | Reduced |
| Stephens Consulting, LLC | 45 | $356 | 0.00% | +45 | New |
| Fortitude Family Office, LLC | 42 | $331 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 15 | $115 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $56 | 0.00% | +7 | New |
| Larson Financial Group LLC | 7 | $55 | 0.00% | +7 | New |
| Northwestern Mutual Wealth Management Co | 4 | $32 | 0.00% | −396−99.0% | Reduced |
| GWM Advisors LLC | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 30 | $0 | 0.00% | +30 | New |
| 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 |