Skip to main content

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, Q3 2025

Institutional positions in Invesco Mortgage Capital Inc. as of Sep 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
159
+15 vs. Q2 2025
Shares held
32.8M
+4.36M (+15.3%) vs. Q2 2025
Total value
$247.9M
+$25.0M (+11.2%) vs. Q2 2025
New holders
29
67 more added
Sold out
14
34 more reduced

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 159 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 heldQ3 2025: $247.9M
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, Q3 2025

Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q2 2025.

Institutions holding IVR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.6,681,695$50.5M0.00%+66,874+1.0%Added
Vanguard Group Inc3,727,534$28.2M0.00%+50,548+1.4%Added
Invesco Ltd.2,356,631$17.8M0.00%+86,915+3.8%Added
Geode Capital Management, LLC1,606,878$12.1M0.00%+29,811+1.9%Added
Mirae Asset Global ETFs Holdings Ltd.1,544,194$11.7M0.02%+113,608+7.9%Added
Millennium Management LLC1,523,395$11.5M0.01%+1,434,149+1,607.0%Added
State Street Corp1,404,318$10.6M0.00%+52,746+3.9%Added
Wolverine Asset Management LLC1,191,069$9.00M0.13%+226,411+23.5%Added
Two Sigma Investments, LP1,017,198$7.69M0.01%+404,497+66.0%Added
Two Sigma Advisers, LP911,200$6.89M0.01%−72,600−7.4%Reduced
Balyasny Asset Management LLC756,430$5.72M0.01%+756,430New
Renaissance Technologies LLC681,252$5.15M0.01%−9,948−1.4%Reduced
Van Eck Associates Corp663,200$5.01M0.00%−26,050−3.8%Reduced
Morgan Stanley663,225$5.01M0.00%+299,659+82.4%Added
UBS Group AG648,451$4.90M0.00%+77,042+13.5%Added
Goldman Sachs Group Inc632,852$4.78M0.00%+417,604+194.0%Added
Northern Trust Corp595,362$4.50M0.00%+14,172+2.4%Added
Charles Schwab Investment Management Inc562,420$4.25M0.00%+12,577+2.3%Added
Segall Bryant & Hamill, LLC436,929$3.30M0.04%−16,919−3.7%Reduced
Ameriprise Financial Inc340,898$2.58M0.00%+4,101+1.2%Added
Cetera Investment Advisers210,780$1.59M0.00%+16,770+8.6%Added
Bramshill Investments, LLC208,696$1.58M0.11%+208,696New
Zacks Investment Management205,320$1.55M0.01%−525−0.3%Reduced
Bank of New York Mellon Corp177,999$1.35M0.00%+9,313+5.5%Added
UBS Asset Management Americas Inc166,910$1.26M0.00%−143,351−46.2%Reduced
Susquehanna International Group, LLP160,451$1.21M0.00%−72,486−31.1%Reduced
Graham Capital Management, L.P.155,384$1.17M0.04%+155,384New
AQR Capital Management LLC154,019$1.16M0.00%+118,193+329.9%Added
Nuveen, LLC152,945$1.16M0.00%+1,312+0.9%Added
Penserra Capital Management LLC144,431$1.09M0.01%+4,885+3.5%Added
Quantbot Technologies LP131,142$991.4K0.03%−20,913−13.8%Reduced
Swiss National Bank127,801$966.2K0.00%+3,100+2.5%Added
Picton Mahoney Asset Management126,353$955.0K0.01%+126,353New
Rhumbline Advisers98,247$742.7K0.00%−6,677−6.4%Reduced
Barclays PLC95,816$724.4K0.00%−34,738−26.6%Reduced
Simplex Trading, LLC92,188$696.0K0.02%+56,663+159.5%Added
Price T Rowe Associates Inc87,962$665.0K0.00%+22,781+35.0%Added
Verition Fund Management LLC87,552$661.9K0.00%−69,890−44.4%Reduced
LPL Financial LLC81,581$616.8K0.00%+17,191+26.7%Added
Alliancebernstein L.P.79,663$602.3K0.00%+17,400+27.9%Added
JPMorgan Chase & Co74,433$562.7K0.00%+42,002+129.5%Added
LSV Asset Management73,759$558.0K0.00%−7,848−9.6%Reduced
Squarepoint Ops LLC71,946$543.9K0.00%−27,306−27.5%Reduced
Wells Fargo & Company71,690$542.0K0.00%+8,028+12.6%Added
Point72 Asset Management, L.P.71,383$539.7K0.00%+71,383New
Raymond James Financial Inc67,684$511.7K0.00%+57,285+550.9%Added
California State Teachers Retirement System66,377$501.8K0.00%+15,236+29.8%Added
PFG Investments, LLC64,310$486.2K0.03%+1,953+3.1%Added
Firethorn Wealth Partners, LLC64,123$484.8K0.19%+6,521+11.3%Added
Legal & General Group Plc62,420$471.9K0.00%00.0%Unchanged
Sterling Capital Management LLC53,443$404.0K0.01%+51,662+2,900.7%Added
Y-Intercept (Hong Kong) Ltd52,382$396.0K0.01%+52,382New
Advisor Group Holdings, Inc.49,515$386.5K0.00%+5,316+12.0%Added
Straight Path Wealth Management51,000$385.6K0.11%+16,000+45.7%Added
Franklin Resources Inc44,993$340.1K0.00%+44,993New
Bridgewater Associates, LP44,713$338.0K0.00%+44,713New
Engineers Gate Manager LP37,628$284.5K0.00%+1,606+4.5%Added
Deutsche Bank AG37,383$282.6K0.00%+751+2.1%Added
Quantinno Capital Management LP36,238$274.0K0.00%+10,122+38.8%Added
Point72 (DIFC) Ltd35,789$270.6K0.02%+35,789New
Russell Investments Group, Ltd.31,124$235.3K0.00%+17,124+122.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)30,923$233.8K0.00%+8,276+36.5%Added
Intech Investment Management LLC30,635$231.6K0.00%+5,784+23.3%Added
MetLife Investment Management28,961$218.9K0.00%−12,495−30.1%Reduced
Vident Advisory, LLC28,448$215.1K0.00%+1,707+6.4%Added
Universal- Beteiligungs- und Servicegesellschaft mbH27,196$205.6K0.00%00.0%Unchanged
Private Advisor Group, LLC26,667$201.6K0.00%00.0%Unchanged
Range Financial Group LLC26,297$198.8K0.07%−4,596−14.9%Reduced
Janus Henderson Group PLC26,216$198.3K0.00%00.0%Unchanged
Bank of America Corp26,231$198.3K0.00%−39,480−60.1%Reduced
Jane Street Group, LLC25,493$192.7K0.00%+2,976+13.2%Added
Wolverine Trading, LLC24,911$184.6K0.00%+10,289+70.4%Added
Ieq Capital, LLC24,400$184.5K0.00%+24,400New
Capstone Investment Advisors, LLC24,194$182.9K0.00%+24,194New
Envestnet Asset Management Inc22,570$170.6K0.00%+473+2.1%Added
Group One Trading, L.P.22,272$168.4K0.01%+11,888+114.5%Added
Citadel Advisors LLC22,034$166.6K0.00%−61,742−73.7%Reduced
Manufacturers Life Insurance Company, The21,654$163.7K0.00%−2,040−8.6%Reduced
Two Sigma Securities, LLC21,201$160.3K0.02%+21,201New
Arizona State Retirement System19,513$147.5K0.00%+464+2.4%Added
Police & Firemen's Retirement System of New Jersey19,343$146.2K0.00%+4,437+29.8%Added
180 Wealth Advisors, LLC19,089$144.3K0.02%+3,071+19.2%Added
Corton Capital Inc.18,905$142.9K0.35%+18,905New
Bridgefront Capital, LLC18,814$142.2K0.04%+3,769+25.1%Added
The PNC Financial Services Group, Inc.18,368$138.9K0.00%−1,818−9.0%Reduced
Jump Financial, LLC17,433$131.8K0.00%+17,433New
KLP Kapitalforvaltning AS16,650$125.9K0.00%00.0%Unchanged
Continuum Advisory, LLC15,889$120.1K0.01%00.0%Unchanged
SEI Investments Co14,763$111.6K0.00%00.0%Unchanged
Virtus ETF Advisers LLC14,700$111.1K0.06%+14,700New
Winton Group Ltd14,600$110.4K0.00%+14,600New
New Age Alpha Advisors, LLC13,740$103.9K0.00%00.0%Unchanged
KW Wealth Management LLC13,156$99.5K0.17%+13,156New
Cubist Systematic Strategies, LLC13,109$99.1K0.00%+13,109New
Nisa Investment Advisors, LLC12,994$98.2K0.00%+1,310+11.2%Added
BNP Paribas Arbitrage, SA12,917$97.7K0.00%+7,318+130.7%Added
STRS Ohio12,400$93.7K0.00%00.0%Unchanged
PharVision Advisers, LLC12,399$93.7K0.05%+12,399New
Jaffetilchin Investment Partners, LLC12,227$92.4K0.01%−5,797−32.2%Reduced
State Board of Administration of Florida Retirement System11,974$90.5K0.00%00.0%Unchanged