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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 11,973 | $90.5K | 0.00% | −5,688−32.2% | Reduced |
| ProShare Advisors LLC | 11,457 | $86.6K | 0.00% | −2,067−15.3% | Reduced |
| New York State Common Retirement Fund | 11,426 | $86.4K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,412 | $78.7K | 0.00% | +349+3.5% | Added |
| Citigroup Inc | 9,644 | $72.9K | 0.00% | −16,778−63.5% | Reduced |
| Tower Research Capital LLC (TRC) | 8,727 | $66.0K | 0.00% | +2,603+42.5% | Added |
| Royal Bank of Canada | 8,285 | $63.0K | 0.00% | −19,515−70.2% | Reduced |
| Global Retirement Partners, LLC | 8,206 | $62.0K | 0.00% | +154+1.9% | Added |
| SRS Capital Advisors, Inc. | 7,756 | $58.6K | 0.00% | +7,756 | New |
| CWM, LLC | 7,516 | $57.0K | 0.00% | +6,575+698.7% | Added |
| McIlrath & Eck, LLC | 6,648 | $50.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,189 | $46.8K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 5,120 | $38.7K | 0.00% | +4,839+1,722.1% | Added |
| Bogart Wealth, LLC | 4,711 | $35.6K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,326 | $25.1K | 0.00% | −1,632−32.9% | Reduced |
| Public Employees Retirement Association of Colorado | 2,875 | $22.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,447 | $18.5K | 0.01% | +2,408+6,174.4% | Added |
| Cullen/Frost Bankers, Inc. | 2,306 | $17.4K | 0.00% | −81−3.4% | Reduced |
| Danske Bank A/S | 2,300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,109 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,021 | $15.3K | 0.00% | +2,021 | New |
| Quarry LP | 1,650 | $12.5K | 0.00% | −1,034−38.5% | Reduced |
| Spire Wealth Management | 1,132 | $8.56K | 0.00% | +1+0.1% | Added |
| LGT Financial Advisors LLC | 1,109 | $8.38K | 0.02% | +1,109 | New |
| Quadrant Capital Group LLC | 1,033 | $7.81K | 0.00% | +1,033 | New |
| CIBC Private Wealth Group, LLC | 1,000 | $7.56K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 982 | $7.43K | 0.00% | −105−9.7% | Reduced |
| Farther Finance Advisors, LLC | 888 | $6.71K | 0.00% | +20+2.3% | Added |
| Allworth Financial LP | 740 | $5.59K | 0.00% | +345+87.3% | Added |
| Versant Capital Management, Inc | 618 | $4.67K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 612 | $4.63K | 0.00% | +612 | New |
| Quest Partners LLC | 595 | $4.50K | 0.00% | −16,510−96.5% | Reduced |
| GAMMA Investing LLC | 590 | $4.46K | 0.00% | +66+12.6% | Added |
| Jones Financial Companies LLLP | 515 | $3.84K | 0.00% | −50−8.8% | Reduced |
| Clearstead Advisors, LLC | 475 | $3.59K | 0.00% | +475 | New |
| Optiver Holding B.V. | 380 | $2.87K | 0.00% | +344+955.6% | Added |
| EverSource Wealth Advisors, LLC | 277 | $2.09K | 0.00% | +277 | New |
| Red Tortoise LLC | 257 | $1.94K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 171 | $1.29K | 0.00% | −9−5.0% | Reduced |
| WealthCollab, LLC | 164 | $1.24K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cornerstone Planning Group LLC | 108 | $774 | 0.00% | +5+4.9% | Added |
| City State Bank | 100 | $756 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 90 | $680 | 0.00% | +90 | New |
| IFP Advisors, Inc | 79 | $597 | 0.00% | +46+139.4% | Added |
| Rothschild Investment LLC | 60 | $454 | 0.00% | −115−65.7% | Reduced |
| Parkside Financial Bank & Trust | 60 | $454 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 58 | $437 | 0.00% | +3+5.5% | Added |
| Ronald Blue Trust, Inc. | 55 | $416 | 0.00% | +55 | New |
| Harbour Investments, Inc. | 49 | $370 | 0.00% | +2+4.3% | Added |
| Fortitude Family Office, LLC | 42 | $318 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25 | $189 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 15 | $110 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7 | $53 | 0.00% | +7 | New |
| GWM Advisors LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5 | $0 | 0.00% | −64−92.8% | Reduced |
| 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 |