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 |
|---|---|---|---|---|---|
| Covestor Ltd | 43 | $0 | 0.00% | +38+760.0% | Added |
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1 | $8 | 0.00% | −15,647−100.0% | Reduced |
| Bell Investment Advisors, Inc | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $57 | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 10 | $88 | 0.00% | +10 | New |
| Hager Investment Management Services, LLC | 15 | $117 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 17 | $139 | 0.00% | +17 | New |
| Larson Financial Group LLC | 27 | $218 | 0.00% | +27 | New |
| Newbridge Financial Services Group, Inc. | 30 | $242 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 30 | $242 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 35 | $283 | 0.00% | −2,822−98.8% | Reduced |
| Archer Investment Corp | 47 | $377 | 0.00% | −13−21.7% | Reduced |
| Curio Wealth, LLC | 51 | $412 | 0.00% | +51 | New |
| Parkside Financial Bank & Trust | 60 | $485 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 70 | $566 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 71 | $567 | 0.00% | +71 | New |
| Harbour Investments, Inc. | 87 | $705 | 0.00% | +85+4,250.0% | Added |
| Fifth Third Bancorp | 91 | $735 | 0.00% | +66+264.0% | Added |
| Napier Financial, LLC | 96 | $775 | 0.00% | +96 | New |
| City State Bank | 100 | $808 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 118 | $941 | 0.00% | +6+5.4% | Added |
| UMA Financial Services, Inc. | 127 | $1.03K | 0.00% | +127 | New |
| Federation des caisses Desjardins du Quebec | 163 | $1.32K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 164 | $1.33K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 180 | $1.45K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 209 | $1.69K | 0.00% | +209 | New |
| EverSource Wealth Advisors, LLC | 221 | $1.78K | 0.00% | +54+32.3% | Added |
| Los Angeles Capital Management LLC | 242 | $1.96K | 0.00% | −119,010−99.8% | Reduced |
| Red Tortoise LLC | 257 | $2.08K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 272 | $2.20K | 0.00% | +270+13,500.0% | Added |
| Rothschild Investment LLC | 299 | $2.42K | 0.00% | +144+92.9% | Added |
| US Bancorp | 323 | $2.61K | 0.00% | +26+8.8% | Added |
| Sound Income Strategies, LLC | 350 | $2.80K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 350 | $2.83K | 0.00% | +350 | New |
| Pinnacle Wealth Planning Services, Inc. | 389 | $3.14K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 417 | $3.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 454 | $3.67K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 572 | $4.62K | 0.00% | +569+18,966.7% | Added |
| Optiver Holding B.V. | 656 | $5.30K | 0.00% | +656 | New |
| Kemnay Advisory Services Inc. | 668 | $5.40K | 0.00% | +668 | New |
| Signaturefd, LLC | 688 | $5.56K | 0.00% | −555−44.7% | Reduced |
| Versant Capital Management, Inc | 891 | $7.20K | 0.00% | +273+44.2% | Added |
| Farther Finance Advisors, LLC | 909 | $7.26K | 0.00% | +21+2.4% | Added |
| Quadrant Capital Group LLC | 1,091 | $8.82K | 0.00% | −286−20.8% | Reduced |
| LGT Financial Advisors LLC | 1,109 | $8.96K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,276 | $10.3K | 0.00% | +254+24.9% | Added |
| Rockefeller Capital Management L.P. | 1,380 | $11.2K | 0.00% | +1,380 | New |
| GAMMA Investing LLC | 1,576 | $12.7K | 0.00% | +801+103.4% | Added |
| Capital & Planning, LLC | 1,794 | $14.5K | 0.01% | +1,794 | New |
| Jones Financial Companies LLLP | 2,522 | $19.4K | 0.00% | +1,150+83.8% | Added |
| Sterling Capital Management LLC | 2,554 | $20.6K | 0.00% | −1,578−38.2% | Reduced |
| Advisory Services Network, LLC | 2,748 | $22.2K | 0.00% | +2,748 | New |
| Cullen/Frost Bankers, Inc. | 3,063 | $24.8K | 0.00% | +476+18.4% | Added |
| Tower Research Capital LLC (TRC) | 3,137 | $25.3K | 0.00% | +1,400+80.6% | Added |
| IFP Advisors, Inc | 3,386 | $27.4K | 0.00% | +3,299+3,792.0% | Added |
| California State Teachers Retirement System | 4,252 | $34.4K | 0.00% | −162−3.7% | Reduced |
| Bogart Wealth, LLC | 4,711 | $38.1K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 5,770 | $46.6K | 0.00% | +4,385+316.6% | Added |
| Allworth Financial LP | 6,178 | $49.9K | 0.00% | +5,081+463.2% | Added |
| Ameritas Investment Partners, Inc. | 6,189 | $50.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 6,317 | $52.1K | 0.00% | −3,000−32.2% | Reduced |
| Legal & General Group Plc | 6,751 | $54.5K | 0.00% | −14,010−67.5% | Reduced |
| Royal Bank of Canada | 7,508 | $60.0K | 0.00% | −1,166−13.4% | Reduced |
| Spire Wealth Management | 8,252 | $66.7K | 0.00% | −285−3.3% | Reduced |
| Oxford Financial Group Ltd | 10,000 | $80.8K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 10,282 | $83.1K | 0.00% | +2,953+40.3% | Added |
| Able Wealth Management LLC | 11,003 | $86.8K | 0.02% | +11,003 | New |
| Cerity Partners LLC | 10,951 | $88.5K | 0.00% | −760−6.5% | Reduced |
| Integrated Wealth Concepts LLC | 10,974 | $88.7K | 0.00% | +317+3.0% | Added |
| ProShare Advisors LLC | 11,177 | $90.3K | 0.00% | −1,924−14.7% | Reduced |
| Voya Investment Management LLC | 11,439 | $92.4K | 0.00% | −534−4.5% | Reduced |
| State Board of Administration of Florida Retirement System | 11,974 | $96.8K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 12,090 | $97.7K | 0.01% | −280−2.3% | Reduced |
| STRS Ohio | 12,400 | $100.2K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 12,470 | $100.8K | 0.00% | −12,436−49.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,858 | $104.1K | 0.00% | +1,442+12.6% | Added |
| Scientech Research LLC | 13,458 | $108.7K | 0.09% | +13,458 | New |
| FMR LLC | 13,486 | $109.0K | 0.00% | +3,718+38.1% | Added |
| Visionary Wealth Advisors | 14,900 | $120.4K | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 14,934 | $120.7K | 0.00% | +14,934 | New |
| CWM, LLC | 15,233 | $123.1K | 0.00% | +1,585+11.6% | Added |
| Citadel Advisors LLC | 15,250 | $123.2K | 0.00% | −115,854−88.4% | Reduced |
| The PNC Financial Services Group, Inc. | 15,642 | $126.4K | 0.00% | +437+2.9% | Added |
| Continuum Advisory, LLC | 15,889 | $128.4K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 16,223 | $131.1K | 0.00% | +16,223 | New |
| Creative Planning | 16,596 | $134.1K | 0.00% | +1,588+10.6% | Added |
| BNP Paribas Arbitrage, SA | 16,835 | $136.0K | 0.00% | +493+3.0% | Added |
| XTX Topco Ltd | 16,968 | $137.1K | 0.00% | −19,358−53.3% | Reduced |
| Mercer Global Advisors Inc | 17,369 | $140.3K | 0.00% | +2,085+13.6% | Added |
| Virtus ETF Advisers LLC | 17,400 | $140.6K | 0.07% | −4,176−19.4% | Reduced |
| Manufacturers Life Insurance Company, The | 19,101 | $154.3K | 0.00% | −1,411−6.9% | Reduced |
| Kestra Advisory Services, LLC | 18,894 | $154.9K | 0.00% | +15,017+387.3% | Added |
| Envestnet Asset Management Inc | 19,284 | $155.8K | 0.00% | +2,310+13.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 19,343 | $156.3K | 0.00% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 20,292 | $164.0K | 0.05% | +20,292 | New |
| Intech Investment Management LLC | 22,613 | $182.7K | 0.00% | −10,005−30.7% | Reduced |
| 180 Wealth Advisors, LLC | 22,907 | $185.1K | 0.02% | +2,332+11.3% | Added |
| Advisor Group Holdings, Inc. | 22,981 | $185.7K | 0.00% | −6,766−22.7% | Reduced |