Invesco Mortgage Capital Inc.

IVR

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001437071

SEC filings (opens in a new tab)

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

Q3 2025 vs. Q2 2025

How the institutions holding Invesco Mortgage Capital Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of IVR: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Of which not filed for Q3 2025	Q3 2025	Change
Holders	145	1	159	+15
Shares	28.4M	18.4K	32.8M	+4.36M (+15.3%)
Value	$223.0M	$144.6K	$247.9M	+$25.0M (+11.2%)

1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (29)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to IVR in Q3 2025
Institution	Shares	Value	% of portfolio
Balyasny Asset Management LLC	756,430	$5.72M	0.01%
Bramshill Investments, LLC	208,696	$1.58M	0.11%
Graham Capital Management, L.P.	155,384	$1.17M	0.04%
Picton Mahoney Asset Management	126,353	$955.0K	0.01%
Point72 Asset Management, L.P.	71,383	$539.7K	0.00%
Y-Intercept (Hong Kong) Ltd	52,382	$396.0K	0.01%
Franklin Resources Inc	44,993	$340.1K	0.00%
Bridgewater Associates, LP	44,713	$338.0K	0.00%
Point72 (DIFC) Ltd	35,789	$270.6K	0.02%
Ieq Capital, LLC	24,400	$184.5K	0.00%
Capstone Investment Advisors, LLC	24,194	$182.9K	0.00%
Two Sigma Securities, LLC	21,201	$160.3K	0.02%
Corton Capital Inc.	18,905	$142.9K	0.35%
Jump Financial, LLC	17,433	$131.8K	0.00%
Virtus ETF Advisers LLC	14,700	$111.1K	0.06%
Winton Group Ltd	14,600	$110.4K	0.00%
KW Wealth Management LLC	13,156	$99.5K	0.17%
Cubist Systematic Strategies, LLC	13,109	$99.1K	0.00%
PharVision Advisers, LLC	12,399	$93.7K	0.05%
SRS Capital Advisors, Inc.	7,756	$58.6K	0.00%
Advisory Services Network, LLC	2,021	$15.3K	0.00%
LGT Financial Advisors LLC	1,109	$8.38K	0.02%
Quadrant Capital Group LLC	1,033	$7.81K	0.00%
True Wealth Design, LLC	612	$4.63K	0.00%
Clearstead Advisors, LLC	475	$3.59K	0.00%
EverSource Wealth Advisors, LLC	277	$2.09K	0.00%
Northwestern Mutual Wealth Management Co	90	$680	0.00%
Ronald Blue Trust, Inc.	55	$416	0.00%
Atlantic Union Bankshares Corp	7	$53	0.00%

Sold out (14)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of IVR in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
AXS Investments LLC	133,580	$1.05M
Jupiter Asset Management Ltd	122,328	$959.1K
Nebula Research & Development LLC	97,683	$765.8K
State of Wisconsin Investment Board	61,175	$479.6K
Marshall Wace, LLP	37,121	$291.0K
Kestra Advisory Services, LLC	24,369	$191.1K
Schonfeld Strategic Advisors LLC	14,219	$111.5K
CoreCap Advisors, LLC	4,974	$39.0K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	1,376	$11.0K
Ameritas Advisory Services, LLC	900	$7.05K
Geneos Wealth Management Inc.	219	$1.72K
UMA Financial Services, Inc.	114	$894
Steward Partners Investment Advisory, LLC	5	$39
Bessemer Group Inc	30	$0

Not filed for Q3 2025 yet (1)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVR in Q2 2025 that haven't filed for Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Avantax Advisory Services, Inc.	18,439	$144.6K