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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 0 | $2 | 0.00% | 0 | New |
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $17 | 0.00% | −47−95.9% | Reduced |
| MAI Capital Management | 2 | $17 | 0.00% | +2 | New |
| Triumph Capital Management | 2 | $17 | 0.00% | +2 | New |
| Root Financial Partners, LLC | 3 | $25 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 7 | $59 | 0.00% | −468−98.5% | Reduced |
| Fortitude Family Office, LLC | 7 | $59 | 0.00% | −35−83.3% | Reduced |
| Atlantic Union Bankshares Corp | 7 | $59 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 15 | $122 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 25 | $210 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $252 | 0.00% | +30 | New |
| Lodestone Wealth Management LLC | 30 | $252 | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 55 | $463 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $505 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 60 | $508 | 0.00% | +2+3.4% | Added |
| Comerica Bank | 66 | $555 | 0.00% | −5,054−98.7% | Reduced |
| Cornerstone Financial Management LLC | 70 | $589 | 0.00% | +70 | New |
| IFP Advisors, Inc | 87 | $732 | 0.00% | +8+10.1% | Added |
| City State Bank | 100 | $841 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 112 | $1.00K | 0.00% | +4+3.7% | Added |
| Rothschild Investment LLC | 155 | $1.30K | 0.00% | +95+158.3% | Added |
| Federation des caisses Desjardins du Quebec | 163 | $1.37K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 164 | $1.38K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 167 | $1.40K | 0.00% | −110−39.7% | Reduced |
| National Bank of Canada | 180 | $1.51K | 0.00% | +9+5.3% | Added |
| Red Tortoise LLC | 257 | $2.16K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 297 | $2.50K | 0.00% | +297 | New |
| Flagship Harbor Advisors, LLC | 333 | $2.80K | 0.00% | +333 | New |
| Pinnacle Wealth Planning Services, Inc. | 389 | $3.27K | 0.00% | +389 | New |
| Sound Income Strategies, LLC | 350 | $3.29K | 0.00% | +350 | New |
| Essential Partners LLC | 417 | $3.51K | 0.00% | +254+155.8% | Added |
| True Wealth Design, LLC | 454 | $3.82K | 0.00% | −158−25.8% | Reduced |
| Versant Capital Management, Inc | 618 | $5.20K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 657 | $5.53K | 0.00% | −993−60.2% | Reduced |
| GAMMA Investing LLC | 775 | $6.52K | 0.00% | +185+31.4% | Added |
| RMG Wealth Management LLC | 236 | $6.95K | 0.00% | +236 | New |
| Farther Finance Advisors, LLC | 888 | $7.47K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,000 | $8.41K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,000 | $8.41K | 0.00% | +1,000 | New |
| Parallel Advisors, LLC | 1,022 | $8.60K | 0.00% | +40+4.1% | Added |
| Allworth Financial LP | 1,097 | $9.23K | 0.00% | +357+48.2% | Added |
| LGT Financial Advisors LLC | 1,109 | $9.33K | 0.06% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,243 | $10.5K | 0.00% | +1,243 | New |
| Jones Financial Companies LLLP | 1,372 | $11.5K | 0.00% | +857+166.4% | Added |
| Quadrant Capital Group LLC | 1,377 | $11.6K | 0.00% | +344+33.3% | Added |
| UBS Asset Management Americas Inc | 1,385 | $11.6K | 0.00% | −165,525−99.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,737 | $14.6K | 0.00% | −6,990−80.1% | Reduced |
| Amalgamated Bank | 2,252 | $19.0K | 0.00% | +143+6.8% | Added |
| Cullen/Frost Bankers, Inc. | 2,587 | $21.8K | 0.00% | +281+12.2% | Added |
| McIlrath & Eck, LLC | 2,727 | $22.9K | 0.00% | −3,921−59.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 2,857 | $24.0K | 0.01% | +410+16.8% | Added |
| FNY Investment Advisers, LLC | 3,400 | $28.0K | 0.01% | +3,400 | New |
| Kestra Advisory Services, LLC | 3,877 | $32.6K | 0.00% | +3,877 | New |
| Sterling Capital Management LLC | 4,132 | $34.8K | 0.00% | −49,311−92.3% | Reduced |
| California State Teachers Retirement System | 4,414 | $37.1K | 0.00% | −61,963−93.4% | Reduced |
| Bogart Wealth, LLC | 4,711 | $39.6K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 5,099 | $42.9K | 0.00% | +5,099 | New |
| Ameritas Investment Partners, Inc. | 6,189 | $52.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 6,800 | $57.2K | 0.01% | +6,800 | New |
| Citigroup Inc | 7,329 | $61.6K | 0.00% | −2,315−24.0% | Reduced |
| Cape Investment Advisory, Inc. | 8,290 | $69.7K | 0.02% | +8,290 | New |
| State of Wyoming | 8,294 | $69.8K | 0.01% | +8,294 | New |
| Global Retirement Partners, LLC | 8,373 | $70.4K | 0.00% | +167+2.0% | Added |
| Spire Wealth Management | 8,537 | $71.8K | 0.00% | +7,405+654.2% | Added |
| Royal Bank of Canada | 8,674 | $73.0K | 0.00% | +389+4.7% | Added |
| FMR LLC | 9,768 | $82.1K | 0.00% | +6,442+193.7% | Added |
| Nisa Investment Advisors, LLC | 9,317 | $82.6K | 0.00% | −3,677−28.3% | Reduced |
| Oxford Financial Group Ltd | 10,000 | $84.1K | 0.00% | +10,000 | New |
| KW Wealth Management LLC | 10,207 | $85.8K | 0.13% | −2,949−22.4% | Reduced |
| Integrated Wealth Concepts LLC | 10,657 | $89.6K | 0.00% | +245+2.4% | Added |
| Skopos Labs, Inc. | 11,126 | $92.9K | 0.00% | +11,126 | New |
| Massar Capital Management, LP | 11,126 | $93.6K | 0.02% | +11,126 | New |
| New York State Common Retirement Fund | 11,426 | $96.1K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,416 | $97.2K | 0.00% | +11,416 | New |
| Cerity Partners LLC | 11,711 | $98.5K | 0.00% | +11,711 | New |
| Mariner, LLC | 11,809 | $99.1K | 0.00% | +11,809 | New |
| Voya Investment Management LLC | 11,973 | $100.7K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 11,974 | $100.7K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 12,370 | $104.0K | 0.01% | +143+1.2% | Added |
| STRS Ohio | 12,400 | $104.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,101 | $110.2K | 0.00% | +1,644+14.3% | Added |
| CWM, LLC | 13,648 | $115.0K | 0.00% | +6,132+81.6% | Added |
| SEI Investments Co | 14,763 | $124.2K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 14,900 | $125.3K | 0.01% | +14,900 | New |
| Creative Planning | 15,008 | $126.2K | 0.00% | +15,008 | New |
| Marshall Wace, LLP | 15,040 | $126.5K | 0.00% | +15,040 | New |
| The PNC Financial Services Group, Inc. | 15,205 | $127.9K | 0.00% | −3,163−17.2% | Reduced |
| Mercer Global Advisors Inc | 15,284 | $128.5K | 0.00% | +15,284 | New |
| Ares Financial Consulting, LLC | 15,648 | $131.6K | 0.13% | +15,648 | New |
| Continuum Advisory, LLC | 15,889 | $133.6K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 16,283 | $136.9K | 0.01% | +16,283 | New |
| BNP Paribas Arbitrage, SA | 16,342 | $137.4K | 0.00% | +3,425+26.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 16,670 | $140.2K | 0.00% | +16,670 | New |
| Squarepoint Ops LLC | 16,950 | $142.6K | 0.00% | −54,996−76.4% | Reduced |
| Envestnet Asset Management Inc | 16,974 | $142.7K | 0.00% | −5,596−24.8% | Reduced |
| L & S Advisors Inc | 17,500 | $147.2K | 0.01% | +17,500 | New |
| Police & Firemen's Retirement System of New Jersey | 19,343 | $162.7K | 0.00% | 00.0% | Unchanged |