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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, Q2 2025

Institutional positions in Invesco Mortgage Capital Inc. as of Jun 30, 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
145
0 vs. Q1 2025
Shares held
28.4M
−1.58M (−5.3%) vs. Q1 2025
Total value
$223.0M
−$13.9M (−5.9%) vs. Q1 2025
New holders
30
64 more added
Sold out
30
31 more reduced

1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 145 institutions
Q1 2021: 188 institutionsQ2 2021: 203 institutionsQ3 2021: 211 institutionsQ4 2021: 218 institutionsQ1 2022: 204 institutionsQ2 2022: 133 institutionsQ3 2022: 128 institutionsQ4 2022: 125 institutionsQ1 2023: 143 institutionsQ2 2023: 141 institutionsQ3 2023: 144 institutionsQ4 2023: 157 institutionsQ1 2024: 140 institutionsQ2 2024: 136 institutionsQ3 2024: 142 institutionsQ4 2024: 139 institutionsQ1 2025: 146 institutionsQ2 2025: 145 institutionsQ3 2025: 159 institutionsQ4 2025: 172 institutionsQ1 2026: 172 institutionsQ2 2026: 182 institutions
Value heldQ2 2025: $223.0M
Q1 2021: $562.4MQ2 2021: $622.9MQ3 2021: $526.3MQ4 2021: $487.3MQ1 2022: $393.8MQ2 2022: $277.9MQ3 2022: $210.4MQ4 2022: $245.7MQ1 2023: $225.8MQ2 2023: $254.2MQ3 2023: $231.0MQ4 2023: $174.4MQ1 2024: $185.9MQ2 2024: $189.7MQ3 2024: $209.9MQ4 2024: $206.1MQ1 2025: $236.9MQ2 2025: $223.0MQ3 2025: $247.9MQ4 2025: $267.6MQ1 2026: $280.2MQ2 2026: $337.4M
Institutions holding IVR and their total value by quarter
QuarterHoldersValue
Q2 2026182$337.4M
Q1 2026172$280.2M
Q4 2025172$267.6M
Q3 2025159$247.9M
Q2 2025145$223.0M
Q1 2025146$236.9M
Q4 2024139$206.1M
Q3 2024142$209.9M
Q2 2024136$189.7M
Q1 2024140$185.9M
Q4 2023157$174.4M
Q3 2023144$231.0M
Q2 2023141$254.2M
Q1 2023143$225.8M
Q4 2022125$245.7M
Q3 2022128$210.4M
Q2 2022133$277.9M
Q1 2022204$393.8M
Q4 2021218$487.3M
Q3 2021211$526.3M
Q2 2021203$622.9M
Q1 2021188$562.4M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q1 2025.

Institutions holding IVR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.6,614,821$51.9M0.00%+19,740+0.3%Added
Vanguard Group Inc3,676,986$28.8M0.00%+243,423+7.1%Added
Invesco Ltd.2,269,716$17.8M0.00%−93,458−4.0%Reduced
Geode Capital Management, LLC1,577,067$12.4M0.00%+70,151+4.7%Added
Mirae Asset Global ETFs Holdings Ltd.1,430,586$11.2M0.02%+135,323+10.4%Added
State Street Corp1,351,572$10.6M0.00%+230,927+20.6%Added
Two Sigma Advisers, LP983,800$7.71M0.02%−193,600−16.4%Reduced
Wolverine Asset Management LLC964,658$7.56M0.13%+553,495+134.6%Added
Renaissance Technologies LLC691,200$5.42M0.01%−45,500−6.2%Reduced
Van Eck Associates Corp689,250$5.40M0.01%+40,941+6.3%Added
Two Sigma Investments, LP612,701$4.80M0.01%−352,843−36.5%Reduced
Northern Trust Corp581,190$4.56M0.00%+1,902+0.3%Added
UBS Group AG571,409$4.48M0.00%−256,628−31.0%Reduced
Charles Schwab Investment Management Inc549,843$4.31M0.00%+44,784+8.9%Added
Segall Bryant & Hamill, LLC453,848$3.56M0.05%−42,449−8.6%Reduced
Morgan Stanley363,566$2.85M0.00%−149,084−29.1%Reduced
Ameriprise Financial Inc336,797$2.64M0.00%+147,486+77.9%Added
UBS Asset Management Americas Inc310,261$2.43M0.00%+239,301+337.2%Added
Susquehanna International Group, LLP232,937$1.83M0.00%−6,030−2.5%Reduced
Goldman Sachs Group Inc215,248$1.69M0.00%−153,218−41.6%Reduced
Zacks Investment Management205,845$1.61M0.01%+205,845New
Cetera Investment Advisers194,010$1.52M0.00%+57,365+42.0%Added
Bank of New York Mellon Corp168,686$1.32M0.00%+19,592+13.1%Added
Verition Fund Management LLC157,442$1.23M0.01%+157,442New
Quantbot Technologies LP152,055$1.19M0.03%+118,810+357.4%Added
Nuveen, LLC151,633$1.19M0.00%+16,310+12.1%Added
Penserra Capital Management LLC139,546$1.09M0.02%+3,187+2.3%Added
AXS Investments LLC133,580$1.05M0.43%+133,580New
Barclays PLC130,554$1.02M0.00%−200,062−60.5%Reduced
Swiss National Bank124,701$977.7K0.00%+7,000+5.9%Added
Jupiter Asset Management Ltd122,328$959.1K0.01%−764,410−86.2%Reduced
Rhumbline Advisers104,924$822.6K0.00%+18,061+20.8%Added
Squarepoint Ops LLC99,252$778.1K0.00%+34,707+53.8%Added
Nebula Research & Development LLC97,683$765.8K0.07%+11,223+13.0%Added
Millennium Management LLC89,246$699.7K0.00%+89,246New
Citadel Advisors LLC83,776$656.8K0.00%+47,273+129.5%Added
LSV Asset Management81,607$640.0K0.00%00.0%Unchanged
Bank of America Corp65,711$515.2K0.00%+6,805+11.6%Added
Price T Rowe Associates Inc65,181$512.0K0.00%+5,980+10.1%Added
LPL Financial LLC64,390$504.8K0.00%+46,935+268.9%Added
Wells Fargo & Company63,662$499.1K0.00%+4,086+6.9%Added
Legal & General Group Plc62,420$489.4K0.00%+5,390+9.5%Added
PFG Investments, LLC62,357$488.9K0.03%+30,767+97.4%Added
Alliancebernstein L.P.62,263$488.1K0.00%+18,200+41.3%Added
State of Wisconsin Investment Board61,175$479.6K0.00%+61,175New
Firethorn Wealth Partners, LLC57,602$451.6K0.20%−9,583−14.3%Reduced
California State Teachers Retirement System51,141$400.9K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.44,199$346.5K0.00%+22,946+108.0%Added
MetLife Investment Management41,456$325.0K0.00%+5,747+16.1%Added
Marshall Wace, LLP37,121$291.0K0.00%+37,121New
Deutsche Bank AG36,632$287.2K0.00%−8,931−19.6%Reduced
Engineers Gate Manager LP36,022$282.4K0.00%+36,022New
AQR Capital Management LLC35,826$280.9K0.00%+35,826New
Simplex Trading, LLC35,525$278.0K0.01%−5,376−13.1%Reduced
Straight Path Wealth Management35,000$274.4K0.09%+10,000+40.0%Added
JPMorgan Chase & Co32,431$254.3K0.00%+1,234+4.0%Added
Range Financial Group LLC30,893$242.2K0.10%+4,554+17.3%Added
Royal Bank of Canada27,800$217.0K0.00%+18,211+189.9%Added
Universal- Beteiligungs- und Servicegesellschaft mbH27,196$213.2K0.00%−21,396−44.0%Reduced
Vident Advisory, LLC26,741$209.6K0.00%+12,598+89.1%Added
Private Advisor Group, LLC26,667$209.1K0.00%+660+2.5%Added
Citigroup Inc26,422$207.1K0.00%−19,402−42.3%Reduced
Janus Henderson Group PLC26,216$205.4K0.00%00.0%Unchanged
Quantinno Capital Management LP26,116$204.8K0.00%+26,116New
Intech Investment Management LLC24,851$194.8K0.00%−8,046−24.5%Reduced
Kestra Advisory Services, LLC24,369$191.1K0.00%+3,330+15.8%Added
Manufacturers Life Insurance Company, The23,694$185.8K0.00%+5,511+30.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)22,647$177.6K0.00%+11,485+102.9%Added
Jane Street Group, LLC22,517$176.5K0.00%+22,517New
Envestnet Asset Management Inc22,097$173.2K0.00%+8,553+63.1%Added
The PNC Financial Services Group, Inc.20,186$158.3K0.00%+12,791+173.0%Added
Arizona State Retirement System19,049$149.3K0.00%+1,630+9.4%Added
Avantax Advisory Services, Inc.18,439$144.6K0.00%+18,439New
Jaffetilchin Investment Partners, LLC18,024$141.3K0.01%+18,024New
Voya Investment Management LLC17,661$138.5K0.00%+5,100+40.6%Added
Quest Partners LLC17,105$134.1K0.01%+15,960+1,393.9%Added
KLP Kapitalforvaltning AS16,650$130.5K0.00%+7,000+72.5%Added
180 Wealth Advisors, LLC16,018$125.6K0.02%+952+6.3%Added
Continuum Advisory, LLC15,889$124.6K0.01%+14,061+769.2%Added
Bridgefront Capital, LLC15,045$118.0K0.03%+15,045New
Police & Firemen's Retirement System of New Jersey14,906$116.9K0.00%+3,781+34.0%Added
SEI Investments Co14,763$115.7K0.00%−137−0.9%Reduced
Wolverine Trading, LLC14,622$114.3K0.00%+14,622New
Schonfeld Strategic Advisors LLC14,219$111.5K0.00%+14,219New
Russell Investments Group, Ltd.14,000$109.8K0.00%+2,011+16.8%Added
New Age Alpha Advisors, LLC13,740$107.7K0.00%+627+4.8%Added
ProShare Advisors LLC13,524$106.0K0.00%+281+2.1%Added
STRS Ohio12,400$97.2K0.00%+2,000+19.2%Added
State Board of Administration of Florida Retirement System11,974$93.9K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC11,684$91.6K0.00%−6,195−34.6%Reduced
New York State Common Retirement Fund11,426$89.6K0.00%00.0%Unchanged
Raymond James Financial Inc10,399$81.5K0.00%+10,399New
Group One Trading, L.P.10,384$81.4K0.00%−14,019−57.4%Reduced
Integrated Wealth Concepts LLC10,063$78.9K0.00%+10,063New
Global Retirement Partners, LLC8,052$63.1K0.00%+8,052New
McIlrath & Eck, LLC6,648$52.1K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.6,189$48.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)6,124$48.0K0.00%−15,790−72.1%Reduced
BNP Paribas Arbitrage, SA5,599$43.9K0.00%+2,548+83.5%Added
CoreCap Advisors, LLC4,974$39.0K0.00%+225+4.7%Added