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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −64−92.8% | Reduced |
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $8 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7 | $53 | 0.00% | +7 | New |
| Hager Investment Management Services, LLC | 15 | $110 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25 | $189 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $318 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 49 | $370 | 0.00% | +2+4.3% | Added |
| Ronald Blue Trust, Inc. | 55 | $416 | 0.00% | +55 | New |
| Archer Investment Corp | 58 | $437 | 0.00% | +3+5.5% | Added |
| Rothschild Investment LLC | 60 | $454 | 0.00% | −115−65.7% | Reduced |
| Parkside Financial Bank & Trust | 60 | $454 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 79 | $597 | 0.00% | +46+139.4% | Added |
| Northwestern Mutual Wealth Management Co | 90 | $680 | 0.00% | +90 | New |
| City State Bank | 100 | $756 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 108 | $774 | 0.00% | +5+4.9% | Added |
| Federation des caisses Desjardins du Quebec | 163 | $1.23K | 0.00% | −940−85.2% | Reduced |
| Essential Partners LLC | 163 | $1.23K | 0.00% | +152+1,381.8% | Added |
| WealthCollab, LLC | 164 | $1.24K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 171 | $1.29K | 0.00% | −9−5.0% | Reduced |
| Red Tortoise LLC | 257 | $1.94K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 277 | $2.09K | 0.00% | +277 | New |
| Optiver Holding B.V. | 380 | $2.87K | 0.00% | +344+955.6% | Added |
| Clearstead Advisors, LLC | 475 | $3.59K | 0.00% | +475 | New |
| Jones Financial Companies LLLP | 515 | $3.84K | 0.00% | −50−8.8% | Reduced |
| GAMMA Investing LLC | 590 | $4.46K | 0.00% | +66+12.6% | Added |
| Quest Partners LLC | 595 | $4.50K | 0.00% | −16,510−96.5% | Reduced |
| True Wealth Design, LLC | 612 | $4.63K | 0.00% | +612 | New |
| Versant Capital Management, Inc | 618 | $4.67K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 740 | $5.59K | 0.00% | +345+87.3% | Added |
| Farther Finance Advisors, LLC | 888 | $6.71K | 0.00% | +20+2.3% | Added |
| Parallel Advisors, LLC | 982 | $7.43K | 0.00% | −105−9.7% | Reduced |
| CIBC Private Wealth Group, LLC | 1,000 | $7.56K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,033 | $7.81K | 0.00% | +1,033 | New |
| LGT Financial Advisors LLC | 1,109 | $8.38K | 0.02% | +1,109 | New |
| Spire Wealth Management | 1,132 | $8.56K | 0.00% | +1+0.1% | Added |
| Quarry LP | 1,650 | $12.5K | 0.00% | −1,034−38.5% | Reduced |
| Advisory Services Network, LLC | 2,021 | $15.3K | 0.00% | +2,021 | New |
| Amalgamated Bank | 2,109 | $16.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2,300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,306 | $17.4K | 0.00% | −81−3.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,447 | $18.5K | 0.01% | +2,408+6,174.4% | Added |
| Public Employees Retirement Association of Colorado | 2,875 | $22.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,326 | $25.1K | 0.00% | −1,632−32.9% | Reduced |
| Bogart Wealth, LLC | 4,711 | $35.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,120 | $38.7K | 0.00% | +4,839+1,722.1% | Added |
| Ameritas Investment Partners, Inc. | 6,189 | $46.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6,648 | $50.3K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 7,516 | $57.0K | 0.00% | +6,575+698.7% | Added |
| SRS Capital Advisors, Inc. | 7,756 | $58.6K | 0.00% | +7,756 | New |
| Global Retirement Partners, LLC | 8,206 | $62.0K | 0.00% | +154+1.9% | Added |
| Royal Bank of Canada | 8,285 | $63.0K | 0.00% | −19,515−70.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,727 | $66.0K | 0.00% | +2,603+42.5% | Added |
| Citigroup Inc | 9,644 | $72.9K | 0.00% | −16,778−63.5% | Reduced |
| Integrated Wealth Concepts LLC | 10,412 | $78.7K | 0.00% | +349+3.5% | Added |
| New York State Common Retirement Fund | 11,426 | $86.4K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,457 | $86.6K | 0.00% | −2,067−15.3% | Reduced |
| Voya Investment Management LLC | 11,973 | $90.5K | 0.00% | −5,688−32.2% | Reduced |
| State Board of Administration of Florida Retirement System | 11,974 | $90.5K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 12,227 | $92.4K | 0.01% | −5,797−32.2% | Reduced |
| PharVision Advisers, LLC | 12,399 | $93.7K | 0.05% | +12,399 | New |
| STRS Ohio | 12,400 | $93.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 12,917 | $97.7K | 0.00% | +7,318+130.7% | Added |
| Nisa Investment Advisors, LLC | 12,994 | $98.2K | 0.00% | +1,310+11.2% | Added |
| Cubist Systematic Strategies, LLC | 13,109 | $99.1K | 0.00% | +13,109 | New |
| KW Wealth Management LLC | 13,156 | $99.5K | 0.17% | +13,156 | New |
| New Age Alpha Advisors, LLC | 13,740 | $103.9K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 14,600 | $110.4K | 0.00% | +14,600 | New |
| Virtus ETF Advisers LLC | 14,700 | $111.1K | 0.06% | +14,700 | New |
| SEI Investments Co | 14,763 | $111.6K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15,889 | $120.1K | 0.01% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 16,650 | $125.9K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 17,433 | $131.8K | 0.00% | +17,433 | New |
| The PNC Financial Services Group, Inc. | 18,368 | $138.9K | 0.00% | −1,818−9.0% | Reduced |
| Bridgefront Capital, LLC | 18,814 | $142.2K | 0.04% | +3,769+25.1% | Added |
| Corton Capital Inc. | 18,905 | $142.9K | 0.35% | +18,905 | New |
| 180 Wealth Advisors, LLC | 19,089 | $144.3K | 0.02% | +3,071+19.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 19,343 | $146.2K | 0.00% | +4,437+29.8% | Added |
| Arizona State Retirement System | 19,513 | $147.5K | 0.00% | +464+2.4% | Added |
| Two Sigma Securities, LLC | 21,201 | $160.3K | 0.02% | +21,201 | New |
| Manufacturers Life Insurance Company, The | 21,654 | $163.7K | 0.00% | −2,040−8.6% | Reduced |
| Citadel Advisors LLC | 22,034 | $166.6K | 0.00% | −61,742−73.7% | Reduced |
| Group One Trading, L.P. | 22,272 | $168.4K | 0.01% | +11,888+114.5% | Added |
| Envestnet Asset Management Inc | 22,570 | $170.6K | 0.00% | +473+2.1% | Added |
| Capstone Investment Advisors, LLC | 24,194 | $182.9K | 0.00% | +24,194 | New |
| Ieq Capital, LLC | 24,400 | $184.5K | 0.00% | +24,400 | New |
| Wolverine Trading, LLC | 24,911 | $184.6K | 0.00% | +10,289+70.4% | Added |
| Jane Street Group, LLC | 25,493 | $192.7K | 0.00% | +2,976+13.2% | Added |
| Bank of America Corp | 26,231 | $198.3K | 0.00% | −39,480−60.1% | Reduced |
| Janus Henderson Group PLC | 26,216 | $198.3K | 0.00% | 00.0% | Unchanged |
| Range Financial Group LLC | 26,297 | $198.8K | 0.07% | −4,596−14.9% | Reduced |
| Private Advisor Group, LLC | 26,667 | $201.6K | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,196 | $205.6K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 28,448 | $215.1K | 0.00% | +1,707+6.4% | Added |
| MetLife Investment Management | 28,961 | $218.9K | 0.00% | −12,495−30.1% | Reduced |
| Intech Investment Management LLC | 30,635 | $231.6K | 0.00% | +5,784+23.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,923 | $233.8K | 0.00% | +8,276+36.5% | Added |
| Russell Investments Group, Ltd. | 31,124 | $235.3K | 0.00% | +17,124+122.3% | Added |
| Point72 (DIFC) Ltd | 35,789 | $270.6K | 0.02% | +35,789 | New |