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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 36,238 | $274.0K | 0.00% | +10,122+38.8% | Added |
| Deutsche Bank AG | 37,383 | $282.6K | 0.00% | +751+2.1% | Added |
| Engineers Gate Manager LP | 37,628 | $284.5K | 0.00% | +1,606+4.5% | Added |
| Bridgewater Associates, LP | 44,713 | $338.0K | 0.00% | +44,713 | New |
| Franklin Resources Inc | 44,993 | $340.1K | 0.00% | +44,993 | New |
| Straight Path Wealth Management | 51,000 | $385.6K | 0.11% | +16,000+45.7% | Added |
| Advisor Group Holdings, Inc. | 49,515 | $386.5K | 0.00% | +5,316+12.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 52,382 | $396.0K | 0.01% | +52,382 | New |
| Sterling Capital Management LLC | 53,443 | $404.0K | 0.01% | +51,662+2,900.7% | Added |
| Legal & General Group Plc | 62,420 | $471.9K | 0.00% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 64,123 | $484.8K | 0.19% | +6,521+11.3% | Added |
| PFG Investments, LLC | 64,310 | $486.2K | 0.03% | +1,953+3.1% | Added |
| California State Teachers Retirement System | 66,377 | $501.8K | 0.00% | +15,236+29.8% | Added |
| Raymond James Financial Inc | 67,684 | $511.7K | 0.00% | +57,285+550.9% | Added |
| Point72 Asset Management, L.P. | 71,383 | $539.7K | 0.00% | +71,383 | New |
| Wells Fargo & Company | 71,690 | $542.0K | 0.00% | +8,028+12.6% | Added |
| Squarepoint Ops LLC | 71,946 | $543.9K | 0.00% | −27,306−27.5% | Reduced |
| LSV Asset Management | 73,759 | $558.0K | 0.00% | −7,848−9.6% | Reduced |
| JPMorgan Chase & Co | 74,433 | $562.7K | 0.00% | +42,002+129.5% | Added |
| Alliancebernstein L.P. | 79,663 | $602.3K | 0.00% | +17,400+27.9% | Added |
| LPL Financial LLC | 81,581 | $616.8K | 0.00% | +17,191+26.7% | Added |
| Verition Fund Management LLC | 87,552 | $661.9K | 0.00% | −69,890−44.4% | Reduced |
| Price T Rowe Associates Inc | 87,962 | $665.0K | 0.00% | +22,781+35.0% | Added |
| Simplex Trading, LLC | 92,188 | $696.0K | 0.02% | +56,663+159.5% | Added |
| Barclays PLC | 95,816 | $724.4K | 0.00% | −34,738−26.6% | Reduced |
| Rhumbline Advisers | 98,247 | $742.7K | 0.00% | −6,677−6.4% | Reduced |
| Picton Mahoney Asset Management | 126,353 | $955.0K | 0.01% | +126,353 | New |
| Swiss National Bank | 127,801 | $966.2K | 0.00% | +3,100+2.5% | Added |
| Quantbot Technologies LP | 131,142 | $991.4K | 0.03% | −20,913−13.8% | Reduced |
| Penserra Capital Management LLC | 144,431 | $1.09M | 0.01% | +4,885+3.5% | Added |
| Nuveen, LLC | 152,945 | $1.16M | 0.00% | +1,312+0.9% | Added |
| AQR Capital Management LLC | 154,019 | $1.16M | 0.00% | +118,193+329.9% | Added |
| Graham Capital Management, L.P. | 155,384 | $1.17M | 0.04% | +155,384 | New |
| Susquehanna International Group, LLP | 160,451 | $1.21M | 0.00% | −72,486−31.1% | Reduced |
| UBS Asset Management Americas Inc | 166,910 | $1.26M | 0.00% | −143,351−46.2% | Reduced |
| Bank of New York Mellon Corp | 177,999 | $1.35M | 0.00% | +9,313+5.5% | Added |
| Zacks Investment Management | 205,320 | $1.55M | 0.01% | −525−0.3% | Reduced |
| Bramshill Investments, LLC | 208,696 | $1.58M | 0.11% | +208,696 | New |
| Cetera Investment Advisers | 210,780 | $1.59M | 0.00% | +16,770+8.6% | Added |
| Ameriprise Financial Inc | 340,898 | $2.58M | 0.00% | +4,101+1.2% | Added |
| Segall Bryant & Hamill, LLC | 436,929 | $3.30M | 0.04% | −16,919−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 562,420 | $4.25M | 0.00% | +12,577+2.3% | Added |
| Northern Trust Corp | 595,362 | $4.50M | 0.00% | +14,172+2.4% | Added |
| Goldman Sachs Group Inc | 632,852 | $4.78M | 0.00% | +417,604+194.0% | Added |
| UBS Group AG | 648,451 | $4.90M | 0.00% | +77,042+13.5% | Added |
| Morgan Stanley | 663,225 | $5.01M | 0.00% | +299,659+82.4% | Added |
| Van Eck Associates Corp | 663,200 | $5.01M | 0.00% | −26,050−3.8% | Reduced |
| Renaissance Technologies LLC | 681,252 | $5.15M | 0.01% | −9,948−1.4% | Reduced |
| Balyasny Asset Management LLC | 756,430 | $5.72M | 0.01% | +756,430 | New |
| Two Sigma Advisers, LP | 911,200 | $6.89M | 0.01% | −72,600−7.4% | Reduced |
| Two Sigma Investments, LP | 1,017,198 | $7.69M | 0.01% | +404,497+66.0% | Added |
| Wolverine Asset Management LLC | 1,191,069 | $9.00M | 0.13% | +226,411+23.5% | Added |
| State Street Corp | 1,404,318 | $10.6M | 0.00% | +52,746+3.9% | Added |
| Millennium Management LLC | 1,523,395 | $11.5M | 0.01% | +1,434,149+1,607.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,544,194 | $11.7M | 0.02% | +113,608+7.9% | Added |
| Geode Capital Management, LLC | 1,606,878 | $12.1M | 0.00% | +29,811+1.9% | Added |
| Invesco Ltd. | 2,356,631 | $17.8M | 0.00% | +86,915+3.8% | Added |
| Vanguard Group Inc | 3,727,534 | $28.2M | 0.00% | +50,548+1.4% | Added |
| BlackRock, Inc. | 6,681,695 | $50.5M | 0.00% | +66,874+1.0% | Added |
| AXS Investments LLC | 0 | $0 | 0.00% | −133,580−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −122,328−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −97,683−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −61,175−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −37,121−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −24,369−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,219−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −4,974−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −1,376−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |