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, Q1 2026
Institutional positions in Invesco Mortgage Capital Inc. as of Mar 31, 2026. 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
- +4 vs. Q4 2025
- Shares held
- 34.7M
- +6.79M (+24.4%) vs. Q4 2025
- Total value
- $280.2M
- +$45.5M (+19.4%) vs. Q4 2025
- New holders
- 33
- 72 more added
- Sold out
- 29
- 38 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,204,654 | $58.2M | 0.00% | +548,534+8.2% | Added |
| Vanguard Capital Management LLC | 3,375,070 | $27.3M | 0.00% | +3,375,070 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 2,382,169 | $19.2M | 0.03% | +723,638+43.6% | Added |
| Two Sigma Investments, LP | 2,213,915 | $17.9M | 0.01% | +605,383+37.6% | Added |
| Invesco Ltd. | 2,158,130 | $17.4M | 0.00% | −397,760−15.6% | Reduced |
| Geode Capital Management, LLC | 1,790,303 | $14.5M | 0.00% | +82,122+4.8% | Added |
| State Street Corp | 1,405,180 | $11.5M | 0.00% | +75,577+5.7% | Added |
| D. E. Shaw & Co., Inc. | 1,065,656 | $8.61M | 0.01% | +1,065,656 | New |
| Van Eck Associates Corp | 970,431 | $7.84M | 0.01% | +168,096+21.0% | Added |
| Renaissance Technologies LLC | 677,100 | $5.47M | 0.01% | +201,500+42.4% | Added |
| Charles Schwab Investment Management Inc | 601,963 | $4.86M | 0.00% | +5,936+1.0% | Added |
| Northern Trust Corp | 593,302 | $4.79M | 0.00% | +69,438+13.3% | Added |
| UBS Group AG | 581,207 | $4.70M | 0.00% | −513,261−46.9% | Reduced |
| Vanguard Portfolio Management LLC | 564,283 | $4.56M | 0.00% | +564,283 | New |
| Point72 Asset Management, L.P. | 472,427 | $3.82M | 0.01% | +439,745+1,345.5% | Added |
| Vanguard Fiduciary Trust Co | 467,033 | $3.77M | 0.00% | +467,033 | New |
| Segall Bryant & Hamill, LLC | 441,284 | $3.57M | 0.05% | −22,980−4.9% | Reduced |
| Ameriprise Financial Inc | 427,323 | $3.45M | 0.00% | +99,613+30.4% | Added |
| Bank of America Corp | 410,787 | $3.32M | 0.00% | +269,195+190.1% | Added |
| AQR Capital Management LLC | 337,676 | $2.73M | 0.00% | +53,096+18.7% | Added |
| Goldman Sachs Group Inc | 332,836 | $2.69M | 0.00% | −322,745−49.2% | Reduced |
| Engineers Gate Manager LP | 322,498 | $2.61M | 0.03% | +267,752+489.1% | Added |
| Morgan Stanley | 291,792 | $2.36M | 0.00% | −146,946−33.5% | Reduced |
| Zacks Investment Management | 267,422 | $2.16M | 0.02% | +16,073+6.4% | Added |
| Prudential Financial Inc | 243,267 | $1.97M | 0.00% | +243,267 | New |
| Millennium Management LLC | 222,827 | $1.80M | 0.00% | −260,968−53.9% | Reduced |
| Cetera Investment Advisers | 222,127 | $1.79M | 0.00% | +14,361+6.9% | Added |
| Tudor Investment Corp Et Al | 213,560 | $1.73M | 0.01% | +213,560 | New |
| Verition Fund Management LLC | 212,212 | $1.71M | 0.02% | +122,512+136.6% | Added |
| Bramshill Investments, LLC | 208,827 | $1.69M | 0.15% | −1,399−0.7% | Reduced |
| Wolverine Asset Management LLC | 191,890 | $1.55M | 0.02% | −589,657−75.4% | Reduced |
| Bank of New York Mellon Corp | 181,596 | $1.47M | 0.00% | +1,476+0.8% | Added |
| Odyssean, LLC | 152,912 | $1.24M | 0.45% | +107,272+235.0% | Added |
| Susquehanna International Group, LLP | 151,656 | $1.23M | 0.00% | +41,321+37.5% | Added |
| Penserra Capital Management LLC | 151,190 | $1.22M | 0.01% | +4,250+2.9% | Added |
| Nuveen, LLC | 135,183 | $1.09M | 0.00% | +9,933+7.9% | Added |
| PVG Asset Management Corp | 128,660 | $1.04M | 0.61% | +128,660 | New |
| LPL Financial LLC | 126,780 | $1.02M | 0.00% | +45,824+56.6% | Added |
| ExodusPoint Capital Management, LP | 124,006 | $1.00M | 0.01% | +124,006 | New |
| Graham Capital Management, L.P. | 121,335 | $980.4K | 0.03% | +44,951+58.8% | Added |
| Firethorn Wealth Partners, LLC | 115,591 | $934.0K | 0.34% | +42,783+58.8% | Added |
| JPMorgan Chase & Co | 114,073 | $892.0K | 0.00% | +84,481+285.5% | Added |
| Squarepoint Ops LLC | 105,060 | $848.9K | 0.00% | +88,110+519.8% | Added |
| Wells Fargo & Company | 103,533 | $836.5K | 0.00% | −46,414−31.0% | Reduced |
| SEI Investments Co | 102,771 | $830.4K | 0.00% | +88,008+596.1% | Added |
| Balyasny Asset Management LLC | 96,226 | $777.5K | 0.00% | +96,226 | New |
| Rhumbline Advisers | 92,148 | $744.5K | 0.00% | +3,203+3.6% | Added |
| Price T Rowe Associates Inc | 92,035 | $744.0K | 0.00% | +12,421+15.6% | Added |
| Qube Research & Technologies Ltd | 81,113 | $655.4K | 0.00% | +81,113 | New |
| LSV Asset Management | 78,380 | $633.0K | 0.00% | +10,570+15.6% | Added |
| Schonfeld Strategic Advisors LLC | 74,620 | $602.9K | 0.00% | +74,620 | New |
| EAM Investors, LLC | 72,293 | $584.1K | 0.07% | +72,293 | New |
| Alliancebernstein L.P. | 64,217 | $540.1K | 0.00% | −989−1.5% | Reduced |
| PFG Investments, LLC | 66,709 | $539.0K | 0.03% | +2,790+4.4% | Added |
| Ieq Capital, LLC | 58,353 | $471.5K | 0.00% | −16,649−22.2% | Reduced |
| Straight Path Wealth Management | 53,000 | $428.2K | 0.11% | +1,000+1.9% | Added |
| Dynamic Advisor Solutions LLC | 50,303 | $406.4K | 0.01% | +50,303 | New |
| Deutsche Bank AG | 49,008 | $396.0K | 0.00% | +6,002+14.0% | Added |
| Quantinno Capital Management LP | 45,497 | $367.6K | 0.00% | +8,805+24.0% | Added |
| Franklin Resources Inc | 44,993 | $363.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 41,004 | $331.3K | 0.04% | +32,710+394.4% | Added |
| Russell Investments Group, Ltd. | 38,510 | $311.2K | 0.00% | +11,529+42.7% | Added |
| MetLife Investment Management | 34,158 | $276.0K | 0.00% | −5,774−14.5% | Reduced |
| Range Financial Group LLC | 30,845 | $249.2K | 0.08% | +2,762+9.8% | Added |
| Vanguard Global Advisers, LLC | 27,929 | $225.7K | 0.00% | +27,929 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,196 | $219.7K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 25,000 | $202.0K | 0.01% | +19,901+390.3% | Added |
| Private Advisor Group, LLC | 24,481 | $197.8K | 0.00% | −194−0.8% | Reduced |
| New York State Common Retirement Fund | 24,226 | $195.7K | 0.00% | +12,800+112.0% | Added |
| Barclays PLC | 24,067 | $194.5K | 0.00% | −102,914−81.0% | Reduced |
| Vident Advisory, LLC | 23,178 | $187.3K | 0.00% | −7,762−25.1% | Reduced |
| Skopos Labs, Inc. | 23,051 | $186.3K | 0.01% | +11,925+107.2% | Added |
| Advisor Group Holdings, Inc. | 22,981 | $185.7K | 0.00% | −6,766−22.7% | Reduced |
| 180 Wealth Advisors, LLC | 22,907 | $185.1K | 0.02% | +2,332+11.3% | Added |
| Intech Investment Management LLC | 22,613 | $182.7K | 0.00% | −10,005−30.7% | Reduced |
| Morling Financial Advisors, LLC | 20,292 | $164.0K | 0.05% | +20,292 | New |
| Police & Firemen's Retirement System of New Jersey | 19,343 | $156.3K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 19,284 | $155.8K | 0.00% | +2,310+13.6% | Added |
| Kestra Advisory Services, LLC | 18,894 | $154.9K | 0.00% | +15,017+387.3% | Added |
| Manufacturers Life Insurance Company, The | 19,101 | $154.3K | 0.00% | −1,411−6.9% | Reduced |
| Virtus ETF Advisers LLC | 17,400 | $140.6K | 0.07% | −4,176−19.4% | Reduced |
| Mercer Global Advisors Inc | 17,369 | $140.3K | 0.00% | +2,085+13.6% | Added |
| XTX Topco Ltd | 16,968 | $137.1K | 0.00% | −19,358−53.3% | Reduced |
| BNP Paribas Arbitrage, SA | 16,835 | $136.0K | 0.00% | +493+3.0% | Added |
| Creative Planning | 16,596 | $134.1K | 0.00% | +1,588+10.6% | Added |
| Simplex Trading, LLC | 16,223 | $131.1K | 0.00% | +16,223 | New |
| Continuum Advisory, LLC | 15,889 | $128.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,642 | $126.4K | 0.00% | +437+2.9% | Added |
| Citadel Advisors LLC | 15,250 | $123.2K | 0.00% | −115,854−88.4% | Reduced |
| CWM, LLC | 15,233 | $123.1K | 0.00% | +1,585+11.6% | Added |
| Brevan Howard Capital Management LP | 14,934 | $120.7K | 0.00% | +14,934 | New |
| Visionary Wealth Advisors | 14,900 | $120.4K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 13,486 | $109.0K | 0.00% | +3,718+38.1% | Added |
| Scientech Research LLC | 13,458 | $108.7K | 0.09% | +13,458 | New |
| Wealth Enhancement Advisory Services, LLC | 12,858 | $104.1K | 0.00% | +1,442+12.6% | Added |
| Group One Trading, L.P. | 12,470 | $100.8K | 0.00% | −12,436−49.9% | Reduced |
| STRS Ohio | 12,400 | $100.2K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 12,090 | $97.7K | 0.01% | −280−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 11,974 | $96.8K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 11,439 | $92.4K | 0.00% | −534−4.5% | Reduced |