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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $3 | 0.00% | +1 | New |
| Bell Investment Advisors, Inc | 1 | $8 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5 | $39 | 0.00% | +5 | New |
| Essential Partners LLC | 11 | $86 | 0.00% | +11 | New |
| Hager Investment Management Services, LLC | 15 | $114 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25 | $196 | 0.00% | −46−64.8% | Reduced |
| IFP Advisors, Inc | 33 | $259 | 0.00% | +33 | New |
| Optiver Holding B.V. | 36 | $282 | 0.00% | +36 | New |
| Caitong International Asset Management Co., Ltd | 39 | $306 | 0.00% | −36−48.0% | Reduced |
| Fortitude Family Office, LLC | 42 | $329 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 47 | $368 | 0.00% | −10−17.5% | Reduced |
| Archer Investment Corp | 55 | $433 | 0.00% | −25−31.3% | Reduced |
| Parkside Financial Bank & Trust | 60 | $471 | 0.00% | +60 | New |
| City State Bank | 100 | $784 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 103 | $802 | 0.00% | −139−57.4% | Reduced |
| UMA Financial Services, Inc. | 114 | $894 | 0.00% | +114 | New |
| Covestor Ltd | 69 | $1.00K | 0.00% | +69 | New |
| WealthCollab, LLC | 164 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 175 | $1.37K | 0.00% | +70+66.7% | Added |
| National Bank of Canada | 180 | $1.41K | 0.00% | +35+24.1% | Added |
| Geneos Wealth Management Inc. | 219 | $1.72K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 257 | $2.02K | 0.00% | −224−46.6% | Reduced |
| Comerica Bank | 281 | $2.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 395 | $3.10K | 0.00% | +299+311.5% | Added |
| GAMMA Investing LLC | 524 | $4.11K | 0.00% | +283+117.4% | Added |
| Jones Financial Companies LLLP | 565 | $4.42K | 0.00% | +131+30.2% | Added |
| Versant Capital Management, Inc | 618 | $4.84K | 0.00% | +155+33.5% | Added |
| Farther Finance Advisors, LLC | 868 | $6.80K | 0.00% | −50−5.4% | Reduced |
| CWM, LLC | 941 | $7.00K | 0.00% | −229−19.6% | Reduced |
| Ameritas Advisory Services, LLC | 900 | $7.05K | 0.00% | +900 | New |
| CIBC Private Wealth Group, LLC | 1,000 | $7.84K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,087 | $8.52K | 0.00% | −342−23.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,103 | $8.65K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,131 | $8.87K | 0.00% | +21+1.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,376 | $11.0K | 0.00% | +1,376 | New |
| Sterling Capital Management LLC | 1,781 | $14.0K | 0.00% | +725+68.7% | Added |
| Amalgamated Bank | 2,109 | $17.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,300 | $18.0K | 0.00% | +2,300 | New |
| Cullen/Frost Bankers, Inc. | 2,387 | $18.7K | 0.00% | +2,387 | New |
| Quarry LP | 2,684 | $21.0K | 0.00% | +2,169+421.2% | Added |
| Public Employees Retirement Association of Colorado | 2,875 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4,711 | $36.9K | 0.00% | +2,400+103.9% | Added |
| FMR LLC | 4,958 | $38.9K | 0.00% | −3,430−40.9% | Reduced |
| CoreCap Advisors, LLC | 4,974 | $39.0K | 0.00% | +225+4.7% | Added |
| BNP Paribas Arbitrage, SA | 5,599 | $43.9K | 0.00% | +2,548+83.5% | Added |
| Tower Research Capital LLC (TRC) | 6,124 | $48.0K | 0.00% | −15,790−72.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,189 | $48.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6,648 | $52.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,052 | $63.1K | 0.00% | +8,052 | New |
| Integrated Wealth Concepts LLC | 10,063 | $78.9K | 0.00% | +10,063 | New |
| Group One Trading, L.P. | 10,384 | $81.4K | 0.00% | −14,019−57.4% | Reduced |
| Raymond James Financial Inc | 10,399 | $81.5K | 0.00% | +10,399 | New |
| New York State Common Retirement Fund | 11,426 | $89.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,684 | $91.6K | 0.00% | −6,195−34.6% | Reduced |
| State Board of Administration of Florida Retirement System | 11,974 | $93.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 12,400 | $97.2K | 0.00% | +2,000+19.2% | Added |
| ProShare Advisors LLC | 13,524 | $106.0K | 0.00% | +281+2.1% | Added |
| New Age Alpha Advisors, LLC | 13,740 | $107.7K | 0.00% | +627+4.8% | Added |
| Russell Investments Group, Ltd. | 14,000 | $109.8K | 0.00% | +2,011+16.8% | Added |
| Schonfeld Strategic Advisors LLC | 14,219 | $111.5K | 0.00% | +14,219 | New |
| Wolverine Trading, LLC | 14,622 | $114.3K | 0.00% | +14,622 | New |
| SEI Investments Co | 14,763 | $115.7K | 0.00% | −137−0.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,906 | $116.9K | 0.00% | +3,781+34.0% | Added |
| Bridgefront Capital, LLC | 15,045 | $118.0K | 0.03% | +15,045 | New |
| Continuum Advisory, LLC | 15,889 | $124.6K | 0.01% | +14,061+769.2% | Added |
| 180 Wealth Advisors, LLC | 16,018 | $125.6K | 0.02% | +952+6.3% | Added |
| KLP Kapitalforvaltning AS | 16,650 | $130.5K | 0.00% | +7,000+72.5% | Added |
| Quest Partners LLC | 17,105 | $134.1K | 0.01% | +15,960+1,393.9% | Added |
| Voya Investment Management LLC | 17,661 | $138.5K | 0.00% | +5,100+40.6% | Added |
| Jaffetilchin Investment Partners, LLC | 18,024 | $141.3K | 0.01% | +18,024 | New |
| Avantax Advisory Services, Inc. | 18,439 | $144.6K | 0.00% | +18,439 | New |
| Arizona State Retirement System | 19,049 | $149.3K | 0.00% | +1,630+9.4% | Added |
| The PNC Financial Services Group, Inc. | 20,186 | $158.3K | 0.00% | +12,791+173.0% | Added |
| Envestnet Asset Management Inc | 22,097 | $173.2K | 0.00% | +8,553+63.1% | Added |
| Jane Street Group, LLC | 22,517 | $176.5K | 0.00% | +22,517 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 22,647 | $177.6K | 0.00% | +11,485+102.9% | Added |
| Manufacturers Life Insurance Company, The | 23,694 | $185.8K | 0.00% | +5,511+30.3% | Added |
| Kestra Advisory Services, LLC | 24,369 | $191.1K | 0.00% | +3,330+15.8% | Added |
| Intech Investment Management LLC | 24,851 | $194.8K | 0.00% | −8,046−24.5% | Reduced |
| Quantinno Capital Management LP | 26,116 | $204.8K | 0.00% | +26,116 | New |
| Janus Henderson Group PLC | 26,216 | $205.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 26,422 | $207.1K | 0.00% | −19,402−42.3% | Reduced |
| Private Advisor Group, LLC | 26,667 | $209.1K | 0.00% | +660+2.5% | Added |
| Vident Advisory, LLC | 26,741 | $209.6K | 0.00% | +12,598+89.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,196 | $213.2K | 0.00% | −21,396−44.0% | Reduced |
| Royal Bank of Canada | 27,800 | $217.0K | 0.00% | +18,211+189.9% | Added |
| Range Financial Group LLC | 30,893 | $242.2K | 0.10% | +4,554+17.3% | Added |
| JPMorgan Chase & Co | 32,431 | $254.3K | 0.00% | +1,234+4.0% | Added |
| Straight Path Wealth Management | 35,000 | $274.4K | 0.09% | +10,000+40.0% | Added |
| Simplex Trading, LLC | 35,525 | $278.0K | 0.01% | −5,376−13.1% | Reduced |
| AQR Capital Management LLC | 35,826 | $280.9K | 0.00% | +35,826 | New |
| Engineers Gate Manager LP | 36,022 | $282.4K | 0.00% | +36,022 | New |
| Deutsche Bank AG | 36,632 | $287.2K | 0.00% | −8,931−19.6% | Reduced |
| Marshall Wace, LLP | 37,121 | $291.0K | 0.00% | +37,121 | New |
| MetLife Investment Management | 41,456 | $325.0K | 0.00% | +5,747+16.1% | Added |
| Advisor Group Holdings, Inc. | 44,199 | $346.5K | 0.00% | +22,946+108.0% | Added |
| California State Teachers Retirement System | 51,141 | $400.9K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 57,602 | $451.6K | 0.20% | −9,583−14.3% | Reduced |