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 |
|---|---|---|---|---|---|
| KW Wealth Management LLC | 10,207 | $85.8K | 0.13% | −2,949−22.4% | Reduced |
| Oxford Financial Group Ltd | 10,000 | $84.1K | 0.00% | +10,000 | New |
| Nisa Investment Advisors, LLC | 9,317 | $82.6K | 0.00% | −3,677−28.3% | Reduced |
| FMR LLC | 9,768 | $82.1K | 0.00% | +6,442+193.7% | Added |
| Royal Bank of Canada | 8,674 | $73.0K | 0.00% | +389+4.7% | Added |
| Spire Wealth Management | 8,537 | $71.8K | 0.00% | +7,405+654.2% | Added |
| Global Retirement Partners, LLC | 8,373 | $70.4K | 0.00% | +167+2.0% | Added |
| State of Wyoming | 8,294 | $69.8K | 0.01% | +8,294 | New |
| Cape Investment Advisory, Inc. | 8,290 | $69.7K | 0.02% | +8,290 | New |
| Citigroup Inc | 7,329 | $61.6K | 0.00% | −2,315−24.0% | Reduced |
| Clear Street Markets LLC | 6,800 | $57.2K | 0.01% | +6,800 | New |
| Ameritas Investment Partners, Inc. | 6,189 | $52.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 5,099 | $42.9K | 0.00% | +5,099 | New |
| Bogart Wealth, LLC | 4,711 | $39.6K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,414 | $37.1K | 0.00% | −61,963−93.4% | Reduced |
| Sterling Capital Management LLC | 4,132 | $34.8K | 0.00% | −49,311−92.3% | Reduced |
| Kestra Advisory Services, LLC | 3,877 | $32.6K | 0.00% | +3,877 | New |
| FNY Investment Advisers, LLC | 3,400 | $28.0K | 0.01% | +3,400 | New |
| Caitong International Asset Management Co., Ltd | 2,857 | $24.0K | 0.01% | +410+16.8% | Added |
| McIlrath & Eck, LLC | 2,727 | $22.9K | 0.00% | −3,921−59.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,587 | $21.8K | 0.00% | +281+12.2% | Added |
| Amalgamated Bank | 2,252 | $19.0K | 0.00% | +143+6.8% | Added |
| Tower Research Capital LLC (TRC) | 1,737 | $14.6K | 0.00% | −6,990−80.1% | Reduced |
| UBS Asset Management Americas Inc | 1,385 | $11.6K | 0.00% | −165,525−99.2% | Reduced |
| Quadrant Capital Group LLC | 1,377 | $11.6K | 0.00% | +344+33.3% | Added |
| Jones Financial Companies LLLP | 1,372 | $11.5K | 0.00% | +857+166.4% | Added |
| Signaturefd, LLC | 1,243 | $10.5K | 0.00% | +1,243 | New |
| LGT Financial Advisors LLC | 1,109 | $9.33K | 0.06% | 00.0% | Unchanged |
| Allworth Financial LP | 1,097 | $9.23K | 0.00% | +357+48.2% | Added |
| Parallel Advisors, LLC | 1,022 | $8.60K | 0.00% | +40+4.1% | Added |
| 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 |
| Farther Finance Advisors, LLC | 888 | $7.47K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 236 | $6.95K | 0.00% | +236 | New |
| GAMMA Investing LLC | 775 | $6.52K | 0.00% | +185+31.4% | Added |
| Quarry LP | 657 | $5.53K | 0.00% | −993−60.2% | Reduced |
| Versant Capital Management, Inc | 618 | $5.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 454 | $3.82K | 0.00% | −158−25.8% | Reduced |
| Essential Partners LLC | 417 | $3.51K | 0.00% | +254+155.8% | Added |
| Sound Income Strategies, LLC | 350 | $3.29K | 0.00% | +350 | New |
| Pinnacle Wealth Planning Services, Inc. | 389 | $3.27K | 0.00% | +389 | New |
| Flagship Harbor Advisors, LLC | 333 | $2.80K | 0.00% | +333 | New |
| US Bancorp | 297 | $2.50K | 0.00% | +297 | New |
| Red Tortoise LLC | 257 | $2.16K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 180 | $1.51K | 0.00% | +9+5.3% | Added |
| EverSource Wealth Advisors, LLC | 167 | $1.40K | 0.00% | −110−39.7% | Reduced |
| WealthCollab, LLC | 164 | $1.38K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 163 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 155 | $1.30K | 0.00% | +95+158.3% | Added |
| Cornerstone Planning Group LLC | 112 | $1.00K | 0.00% | +4+3.7% | Added |
| City State Bank | 100 | $841 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 87 | $732 | 0.00% | +8+10.1% | Added |
| Cornerstone Financial Management LLC | 70 | $589 | 0.00% | +70 | New |
| Comerica Bank | 66 | $555 | 0.00% | −5,054−98.7% | Reduced |
| Archer Investment Corp | 60 | $508 | 0.00% | +2+3.4% | Added |
| Parkside Financial Bank & Trust | 60 | $505 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 55 | $463 | 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 |
| Fifth Third Bancorp | 25 | $210 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 15 | $122 | 0.00% | 00.0% | Unchanged |
| 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 |
| Root Financial Partners, LLC | 3 | $25 | 0.00% | +3 | New |
| 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 |
| Bell Investment Advisors, Inc | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 0 | $2 | 0.00% | 0 | New |
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |