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, Q4 2025
Institutional positions in Invesco Mortgage Capital Inc. as of Dec 31, 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
- 172
- +17 vs. Q3 2025
- Shares held
- 31.8M
- −913.9K (−2.8%) vs. Q3 2025
- Total value
- $267.6M
- +$20.4M (+8.3%) vs. Q3 2025
- New holders
- 41
- 60 more added
- Sold out
- 24
- 44 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,656,120 | $56.0M | 0.00% | −25,575−0.4% | Reduced |
| Vanguard Group Inc | 3,896,338 | $32.8M | 0.00% | +168,804+4.5% | Added |
| Invesco Ltd. | 2,555,890 | $21.5M | 0.00% | +199,259+8.5% | Added |
| Geode Capital Management, LLC | 1,708,181 | $14.4M | 0.00% | +101,303+6.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,658,531 | $13.9M | 0.02% | +114,337+7.4% | Added |
| Two Sigma Investments, LP | 1,608,532 | $13.5M | 0.02% | +591,334+58.1% | Added |
| State Street Corp | 1,329,603 | $11.6M | 0.00% | −74,715−5.3% | Reduced |
| UBS Group AG | 1,094,468 | $9.20M | 0.00% | +446,017+68.8% | Added |
| Two Sigma Advisers, LP | 943,100 | $7.93M | 0.02% | +31,900+3.5% | Added |
| Van Eck Associates Corp | 802,335 | $6.75M | 0.01% | +139,135+21.0% | Added |
| Wolverine Asset Management LLC | 781,547 | $6.57M | 0.09% | −409,522−34.4% | Reduced |
| Goldman Sachs Group Inc | 655,581 | $5.51M | 0.00% | +22,729+3.6% | Added |
| Charles Schwab Investment Management Inc | 596,027 | $5.01M | 0.00% | +33,607+6.0% | Added |
| Northern Trust Corp | 523,864 | $4.41M | 0.00% | −71,498−12.0% | Reduced |
| Millennium Management LLC | 483,795 | $4.07M | 0.00% | −1,039,600−68.2% | Reduced |
| Renaissance Technologies LLC | 475,600 | $4.00M | 0.01% | −205,652−30.2% | Reduced |
| Segall Bryant & Hamill, LLC | 464,264 | $3.90M | 0.05% | +27,335+6.3% | Added |
| Morgan Stanley | 438,738 | $3.69M | 0.00% | −224,487−33.8% | Reduced |
| Ameriprise Financial Inc | 327,710 | $2.76M | 0.00% | −13,188−3.9% | Reduced |
| AQR Capital Management LLC | 284,580 | $2.39M | 0.00% | +130,561+84.8% | Added |
| Zacks Investment Management | 251,349 | $2.11M | 0.02% | +46,029+22.4% | Added |
| Jane Street Group, LLC | 230,251 | $1.94M | 0.00% | +204,758+803.2% | Added |
| Bramshill Investments, LLC | 210,226 | $1.77M | 0.10% | +1,530+0.7% | Added |
| Cetera Investment Advisers | 207,766 | $1.75M | 0.00% | −3,014−1.4% | Reduced |
| Bank of New York Mellon Corp | 180,120 | $1.51M | 0.00% | +2,121+1.2% | Added |
| Wells Fargo & Company | 149,947 | $1.26M | 0.00% | +78,257+109.2% | Added |
| Penserra Capital Management LLC | 146,940 | $1.24M | 0.01% | +2,509+1.7% | Added |
| Bank of America Corp | 141,592 | $1.19M | 0.00% | +115,361+439.8% | Added |
| Citadel Advisors LLC | 131,104 | $1.10M | 0.00% | +109,070+495.0% | Added |
| Barclays PLC | 126,981 | $1.07M | 0.00% | +31,165+32.5% | Added |
| Nuveen, LLC | 125,250 | $1.05M | 0.00% | −27,695−18.1% | Reduced |
| Susquehanna International Group, LLP | 110,335 | $927.9K | 0.00% | −50,116−31.2% | Reduced |
| Los Angeles Capital Management LLC | 119,252 | $855.0K | 0.00% | +119,252 | New |
| Verition Fund Management LLC | 89,700 | $754.4K | 0.00% | +2,148+2.5% | Added |
| Rhumbline Advisers | 88,945 | $748.0K | 0.00% | −9,302−9.5% | Reduced |
| Caxton Associates LLP | 86,667 | $728.9K | 0.01% | +86,667 | New |
| LPL Financial LLC | 80,956 | $680.8K | 0.00% | −625−0.8% | Reduced |
| Price T Rowe Associates Inc | 79,614 | $670.0K | 0.00% | −8,348−9.5% | Reduced |
| Graham Capital Management, L.P. | 76,384 | $642.4K | 0.02% | −79,000−50.8% | Reduced |
| Ieq Capital, LLC | 75,002 | $630.8K | 0.00% | +50,602+207.4% | Added |
| Firethorn Wealth Partners, LLC | 72,808 | $612.3K | 0.23% | +8,685+13.5% | Added |
| Jain Global LLC | 71,500 | $601.3K | 0.01% | +71,500 | New |
| LSV Asset Management | 67,810 | $570.0K | 0.00% | −5,949−8.1% | Reduced |
| Alliancebernstein L.P. | 65,206 | $548.4K | 0.00% | −14,457−18.1% | Reduced |
| PFG Investments, LLC | 63,919 | $537.6K | 0.03% | −391−0.6% | Reduced |
| Engineers Gate Manager LP | 54,746 | $460.4K | 0.01% | +17,118+45.5% | Added |
| Straight Path Wealth Management | 52,000 | $437.3K | 0.12% | +1,000+2.0% | Added |
| Odyssean, LLC | 45,640 | $383.8K | 0.28% | +45,640 | New |
| Franklin Resources Inc | 44,993 | $378.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 43,006 | $361.7K | 0.00% | +5,623+15.0% | Added |
| Two Sigma Securities, LLC | 41,673 | $350.5K | 0.05% | +20,472+96.6% | Added |
| MetLife Investment Management | 39,932 | $335.8K | 0.00% | +10,971+37.9% | Added |
| Quantinno Capital Management LP | 36,692 | $308.6K | 0.00% | +454+1.3% | Added |
| XTX Topco Ltd | 36,326 | $305.5K | 0.01% | +36,326 | New |
| Gsa Capital Partners LLP | 34,517 | $290.0K | 0.02% | +34,517 | New |
| Quest Partners LLC | 33,545 | $282.1K | 0.02% | +32,950+5,537.8% | Added |
| Point72 Asset Management, L.P. | 32,682 | $274.9K | 0.00% | −38,701−54.2% | Reduced |
| Intech Investment Management LLC | 32,618 | $274.3K | 0.00% | +1,983+6.5% | Added |
| Vident Advisory, LLC | 30,940 | $260.2K | 0.00% | +2,492+8.8% | Added |
| Advisor Group Holdings, Inc. | 29,747 | $250.2K | 0.00% | −19,768−39.9% | Reduced |
| Quantbot Technologies LP | 29,711 | $249.9K | 0.01% | −101,431−77.3% | Reduced |
| JPMorgan Chase & Co | 29,592 | $248.9K | 0.00% | −44,841−60.2% | Reduced |
| Range Financial Group LLC | 28,083 | $236.2K | 0.08% | +1,786+6.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,196 | $228.7K | 0.00% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 27,104 | $228.0K | 0.00% | +27,104 | New |
| Russell Investments Group, Ltd. | 26,981 | $226.9K | 0.00% | −4,143−13.3% | Reduced |
| Group One Trading, L.P. | 24,906 | $209.5K | 0.01% | +2,634+11.8% | Added |
| Private Advisor Group, LLC | 24,675 | $207.5K | 0.00% | −1,992−7.5% | Reduced |
| Virtus ETF Advisers LLC | 21,576 | $181.5K | 0.09% | +6,876+46.8% | Added |
| Legal & General Group Plc | 20,761 | $174.6K | 0.00% | −41,659−66.7% | Reduced |
| 180 Wealth Advisors, LLC | 20,575 | $173.0K | 0.02% | +1,486+7.8% | Added |
| Manufacturers Life Insurance Company, The | 20,512 | $172.5K | 0.00% | −1,142−5.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 19,343 | $162.7K | 0.00% | 00.0% | Unchanged |
| L & S Advisors Inc | 17,500 | $147.2K | 0.01% | +17,500 | New |
| Envestnet Asset Management Inc | 16,974 | $142.7K | 0.00% | −5,596−24.8% | Reduced |
| Squarepoint Ops LLC | 16,950 | $142.6K | 0.00% | −54,996−76.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 16,670 | $140.2K | 0.00% | +16,670 | New |
| BNP Paribas Arbitrage, SA | 16,342 | $137.4K | 0.00% | +3,425+26.5% | Added |
| Entropy Technologies, LP | 16,283 | $136.9K | 0.01% | +16,283 | New |
| Continuum Advisory, LLC | 15,889 | $133.6K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 15,648 | $131.6K | 0.13% | +15,648 | New |
| Mercer Global Advisors Inc | 15,284 | $128.5K | 0.00% | +15,284 | New |
| The PNC Financial Services Group, Inc. | 15,205 | $127.9K | 0.00% | −3,163−17.2% | Reduced |
| Marshall Wace, LLP | 15,040 | $126.5K | 0.00% | +15,040 | New |
| Creative Planning | 15,008 | $126.2K | 0.00% | +15,008 | New |
| Visionary Wealth Advisors | 14,900 | $125.3K | 0.01% | +14,900 | New |
| SEI Investments Co | 14,763 | $124.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 13,648 | $115.0K | 0.00% | +6,132+81.6% | Added |
| ProShare Advisors LLC | 13,101 | $110.2K | 0.00% | +1,644+14.3% | Added |
| STRS Ohio | 12,400 | $104.3K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 12,370 | $104.0K | 0.01% | +143+1.2% | Added |
| State Board of Administration of Florida Retirement System | 11,974 | $100.7K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 11,973 | $100.7K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 11,809 | $99.1K | 0.00% | +11,809 | New |
| Cerity Partners LLC | 11,711 | $98.5K | 0.00% | +11,711 | New |
| Wealth Enhancement Advisory Services, LLC | 11,416 | $97.2K | 0.00% | +11,416 | New |
| New York State Common Retirement Fund | 11,426 | $96.1K | 0.00% | 00.0% | Unchanged |
| Massar Capital Management, LP | 11,126 | $93.6K | 0.02% | +11,126 | New |
| Skopos Labs, Inc. | 11,126 | $92.9K | 0.00% | +11,126 | New |
| Integrated Wealth Concepts LLC | 10,657 | $89.6K | 0.00% | +245+2.4% | Added |