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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 20,512 | $172.5K | 0.00% | −1,142−5.3% | Reduced |
| 180 Wealth Advisors, LLC | 20,575 | $173.0K | 0.02% | +1,486+7.8% | Added |
| Legal & General Group Plc | 20,761 | $174.6K | 0.00% | −41,659−66.7% | Reduced |
| Virtus ETF Advisers LLC | 21,576 | $181.5K | 0.09% | +6,876+46.8% | Added |
| Private Advisor Group, LLC | 24,675 | $207.5K | 0.00% | −1,992−7.5% | Reduced |
| Group One Trading, L.P. | 24,906 | $209.5K | 0.01% | +2,634+11.8% | Added |
| Russell Investments Group, Ltd. | 26,981 | $226.9K | 0.00% | −4,143−13.3% | Reduced |
| Thrivent Financial for Lutherans | 27,104 | $228.0K | 0.00% | +27,104 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,196 | $228.7K | 0.00% | 00.0% | Unchanged |
| Range Financial Group LLC | 28,083 | $236.2K | 0.08% | +1,786+6.8% | Added |
| JPMorgan Chase & Co | 29,592 | $248.9K | 0.00% | −44,841−60.2% | Reduced |
| Quantbot Technologies LP | 29,711 | $249.9K | 0.01% | −101,431−77.3% | Reduced |
| Advisor Group Holdings, Inc. | 29,747 | $250.2K | 0.00% | −19,768−39.9% | Reduced |
| Vident Advisory, LLC | 30,940 | $260.2K | 0.00% | +2,492+8.8% | Added |
| Intech Investment Management LLC | 32,618 | $274.3K | 0.00% | +1,983+6.5% | Added |
| Point72 Asset Management, L.P. | 32,682 | $274.9K | 0.00% | −38,701−54.2% | Reduced |
| Quest Partners LLC | 33,545 | $282.1K | 0.02% | +32,950+5,537.8% | Added |
| Gsa Capital Partners LLP | 34,517 | $290.0K | 0.02% | +34,517 | New |
| XTX Topco Ltd | 36,326 | $305.5K | 0.01% | +36,326 | New |
| Quantinno Capital Management LP | 36,692 | $308.6K | 0.00% | +454+1.3% | Added |
| MetLife Investment Management | 39,932 | $335.8K | 0.00% | +10,971+37.9% | Added |
| Two Sigma Securities, LLC | 41,673 | $350.5K | 0.05% | +20,472+96.6% | Added |
| Deutsche Bank AG | 43,006 | $361.7K | 0.00% | +5,623+15.0% | Added |
| Franklin Resources Inc | 44,993 | $378.4K | 0.00% | 00.0% | Unchanged |
| Odyssean, LLC | 45,640 | $383.8K | 0.28% | +45,640 | New |
| Straight Path Wealth Management | 52,000 | $437.3K | 0.12% | +1,000+2.0% | Added |
| Engineers Gate Manager LP | 54,746 | $460.4K | 0.01% | +17,118+45.5% | Added |
| PFG Investments, LLC | 63,919 | $537.6K | 0.03% | −391−0.6% | Reduced |
| Alliancebernstein L.P. | 65,206 | $548.4K | 0.00% | −14,457−18.1% | Reduced |
| LSV Asset Management | 67,810 | $570.0K | 0.00% | −5,949−8.1% | Reduced |
| Jain Global LLC | 71,500 | $601.3K | 0.01% | +71,500 | New |
| Firethorn Wealth Partners, LLC | 72,808 | $612.3K | 0.23% | +8,685+13.5% | Added |
| Ieq Capital, LLC | 75,002 | $630.8K | 0.00% | +50,602+207.4% | Added |
| Graham Capital Management, L.P. | 76,384 | $642.4K | 0.02% | −79,000−50.8% | Reduced |
| Price T Rowe Associates Inc | 79,614 | $670.0K | 0.00% | −8,348−9.5% | Reduced |
| LPL Financial LLC | 80,956 | $680.8K | 0.00% | −625−0.8% | Reduced |
| Caxton Associates LLP | 86,667 | $728.9K | 0.01% | +86,667 | New |
| Rhumbline Advisers | 88,945 | $748.0K | 0.00% | −9,302−9.5% | Reduced |
| Verition Fund Management LLC | 89,700 | $754.4K | 0.00% | +2,148+2.5% | Added |
| Los Angeles Capital Management LLC | 119,252 | $855.0K | 0.00% | +119,252 | New |
| Susquehanna International Group, LLP | 110,335 | $927.9K | 0.00% | −50,116−31.2% | Reduced |
| Nuveen, LLC | 125,250 | $1.05M | 0.00% | −27,695−18.1% | Reduced |
| Barclays PLC | 126,981 | $1.07M | 0.00% | +31,165+32.5% | Added |
| Citadel Advisors LLC | 131,104 | $1.10M | 0.00% | +109,070+495.0% | Added |
| Bank of America Corp | 141,592 | $1.19M | 0.00% | +115,361+439.8% | Added |
| Penserra Capital Management LLC | 146,940 | $1.24M | 0.01% | +2,509+1.7% | Added |
| Wells Fargo & Company | 149,947 | $1.26M | 0.00% | +78,257+109.2% | Added |
| Bank of New York Mellon Corp | 180,120 | $1.51M | 0.00% | +2,121+1.2% | Added |
| Cetera Investment Advisers | 207,766 | $1.75M | 0.00% | −3,014−1.4% | Reduced |
| Bramshill Investments, LLC | 210,226 | $1.77M | 0.10% | +1,530+0.7% | Added |
| Jane Street Group, LLC | 230,251 | $1.94M | 0.00% | +204,758+803.2% | Added |
| Zacks Investment Management | 251,349 | $2.11M | 0.02% | +46,029+22.4% | Added |
| AQR Capital Management LLC | 284,580 | $2.39M | 0.00% | +130,561+84.8% | Added |
| Ameriprise Financial Inc | 327,710 | $2.76M | 0.00% | −13,188−3.9% | Reduced |
| Morgan Stanley | 438,738 | $3.69M | 0.00% | −224,487−33.8% | Reduced |
| Segall Bryant & Hamill, LLC | 464,264 | $3.90M | 0.05% | +27,335+6.3% | Added |
| Renaissance Technologies LLC | 475,600 | $4.00M | 0.01% | −205,652−30.2% | Reduced |
| Millennium Management LLC | 483,795 | $4.07M | 0.00% | −1,039,600−68.2% | Reduced |
| Northern Trust Corp | 523,864 | $4.41M | 0.00% | −71,498−12.0% | Reduced |
| Charles Schwab Investment Management Inc | 596,027 | $5.01M | 0.00% | +33,607+6.0% | Added |
| Goldman Sachs Group Inc | 655,581 | $5.51M | 0.00% | +22,729+3.6% | Added |
| Wolverine Asset Management LLC | 781,547 | $6.57M | 0.09% | −409,522−34.4% | Reduced |
| Van Eck Associates Corp | 802,335 | $6.75M | 0.01% | +139,135+21.0% | Added |
| Two Sigma Advisers, LP | 943,100 | $7.93M | 0.02% | +31,900+3.5% | Added |
| UBS Group AG | 1,094,468 | $9.20M | 0.00% | +446,017+68.8% | Added |
| State Street Corp | 1,329,603 | $11.6M | 0.00% | −74,715−5.3% | Reduced |
| Two Sigma Investments, LP | 1,608,532 | $13.5M | 0.02% | +591,334+58.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,658,531 | $13.9M | 0.02% | +114,337+7.4% | Added |
| Geode Capital Management, LLC | 1,708,181 | $14.4M | 0.00% | +101,303+6.3% | Added |
| Invesco Ltd. | 2,555,890 | $21.5M | 0.00% | +199,259+8.5% | Added |
| Vanguard Group Inc | 3,896,338 | $32.8M | 0.00% | +168,804+4.5% | Added |
| BlackRock, Inc. | 6,656,120 | $56.0M | 0.00% | −25,575−0.4% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −756,430−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −127,801−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −126,353−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −92,188−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −67,684−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −52,382−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −44,713−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −30,923−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −26,216−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −24,194−100.0% | Sold out |
| Arizona State Retirement System | 0 | $0 | 0.00% | −19,513−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −18,814−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,433−100.0% | Sold out |
| KLP Kapitalforvaltning AS | 0 | $0 | 0.00% | −16,650−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −13,740−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −12,399−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −7,756−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −2,875−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Corton Capital Inc. | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |