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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 23,051 | $186.3K | 0.01% | +11,925+107.2% | Added |
| Vident Advisory, LLC | 23,178 | $187.3K | 0.00% | −7,762−25.1% | Reduced |
| Barclays PLC | 24,067 | $194.5K | 0.00% | −102,914−81.0% | Reduced |
| New York State Common Retirement Fund | 24,226 | $195.7K | 0.00% | +12,800+112.0% | Added |
| Private Advisor Group, LLC | 24,481 | $197.8K | 0.00% | −194−0.8% | Reduced |
| Caption Management, LLC | 25,000 | $202.0K | 0.01% | +19,901+390.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,196 | $219.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 27,929 | $225.7K | 0.00% | +27,929 | New |
| Range Financial Group LLC | 30,845 | $249.2K | 0.08% | +2,762+9.8% | Added |
| MetLife Investment Management | 34,158 | $276.0K | 0.00% | −5,774−14.5% | Reduced |
| Russell Investments Group, Ltd. | 38,510 | $311.2K | 0.00% | +11,529+42.7% | Added |
| State of Wyoming | 41,004 | $331.3K | 0.04% | +32,710+394.4% | Added |
| Franklin Resources Inc | 44,993 | $363.5K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 45,497 | $367.6K | 0.00% | +8,805+24.0% | Added |
| Deutsche Bank AG | 49,008 | $396.0K | 0.00% | +6,002+14.0% | Added |
| Dynamic Advisor Solutions LLC | 50,303 | $406.4K | 0.01% | +50,303 | New |
| Straight Path Wealth Management | 53,000 | $428.2K | 0.11% | +1,000+1.9% | Added |
| Ieq Capital, LLC | 58,353 | $471.5K | 0.00% | −16,649−22.2% | Reduced |
| PFG Investments, LLC | 66,709 | $539.0K | 0.03% | +2,790+4.4% | Added |
| Alliancebernstein L.P. | 64,217 | $540.1K | 0.00% | −989−1.5% | Reduced |
| EAM Investors, LLC | 72,293 | $584.1K | 0.07% | +72,293 | New |
| Schonfeld Strategic Advisors LLC | 74,620 | $602.9K | 0.00% | +74,620 | New |
| LSV Asset Management | 78,380 | $633.0K | 0.00% | +10,570+15.6% | Added |
| Qube Research & Technologies Ltd | 81,113 | $655.4K | 0.00% | +81,113 | New |
| Price T Rowe Associates Inc | 92,035 | $744.0K | 0.00% | +12,421+15.6% | Added |
| Rhumbline Advisers | 92,148 | $744.5K | 0.00% | +3,203+3.6% | Added |
| Balyasny Asset Management LLC | 96,226 | $777.5K | 0.00% | +96,226 | New |
| SEI Investments Co | 102,771 | $830.4K | 0.00% | +88,008+596.1% | Added |
| Wells Fargo & Company | 103,533 | $836.5K | 0.00% | −46,414−31.0% | Reduced |
| Squarepoint Ops LLC | 105,060 | $848.9K | 0.00% | +88,110+519.8% | Added |
| JPMorgan Chase & Co | 114,073 | $892.0K | 0.00% | +84,481+285.5% | Added |
| Firethorn Wealth Partners, LLC | 115,591 | $934.0K | 0.34% | +42,783+58.8% | Added |
| Graham Capital Management, L.P. | 121,335 | $980.4K | 0.03% | +44,951+58.8% | Added |
| ExodusPoint Capital Management, LP | 124,006 | $1.00M | 0.01% | +124,006 | New |
| LPL Financial LLC | 126,780 | $1.02M | 0.00% | +45,824+56.6% | Added |
| PVG Asset Management Corp | 128,660 | $1.04M | 0.61% | +128,660 | New |
| Nuveen, LLC | 135,183 | $1.09M | 0.00% | +9,933+7.9% | Added |
| Penserra Capital Management LLC | 151,190 | $1.22M | 0.01% | +4,250+2.9% | Added |
| Susquehanna International Group, LLP | 151,656 | $1.23M | 0.00% | +41,321+37.5% | Added |
| Odyssean, LLC | 152,912 | $1.24M | 0.45% | +107,272+235.0% | Added |
| Bank of New York Mellon Corp | 181,596 | $1.47M | 0.00% | +1,476+0.8% | Added |
| Wolverine Asset Management LLC | 191,890 | $1.55M | 0.02% | −589,657−75.4% | Reduced |
| Bramshill Investments, LLC | 208,827 | $1.69M | 0.15% | −1,399−0.7% | Reduced |
| Verition Fund Management LLC | 212,212 | $1.71M | 0.02% | +122,512+136.6% | Added |
| Tudor Investment Corp Et Al | 213,560 | $1.73M | 0.01% | +213,560 | New |
| Cetera Investment Advisers | 222,127 | $1.79M | 0.00% | +14,361+6.9% | Added |
| Millennium Management LLC | 222,827 | $1.80M | 0.00% | −260,968−53.9% | Reduced |
| Prudential Financial Inc | 243,267 | $1.97M | 0.00% | +243,267 | New |
| Zacks Investment Management | 267,422 | $2.16M | 0.02% | +16,073+6.4% | Added |
| Morgan Stanley | 291,792 | $2.36M | 0.00% | −146,946−33.5% | Reduced |
| Engineers Gate Manager LP | 322,498 | $2.61M | 0.03% | +267,752+489.1% | Added |
| Goldman Sachs Group Inc | 332,836 | $2.69M | 0.00% | −322,745−49.2% | Reduced |
| AQR Capital Management LLC | 337,676 | $2.73M | 0.00% | +53,096+18.7% | Added |
| Bank of America Corp | 410,787 | $3.32M | 0.00% | +269,195+190.1% | Added |
| Ameriprise Financial Inc | 427,323 | $3.45M | 0.00% | +99,613+30.4% | Added |
| Segall Bryant & Hamill, LLC | 441,284 | $3.57M | 0.05% | −22,980−4.9% | Reduced |
| Vanguard Fiduciary Trust Co | 467,033 | $3.77M | 0.00% | +467,033 | New |
| Point72 Asset Management, L.P. | 472,427 | $3.82M | 0.01% | +439,745+1,345.5% | Added |
| Vanguard Portfolio Management LLC | 564,283 | $4.56M | 0.00% | +564,283 | New |
| UBS Group AG | 581,207 | $4.70M | 0.00% | −513,261−46.9% | Reduced |
| Northern Trust Corp | 593,302 | $4.79M | 0.00% | +69,438+13.3% | Added |
| Charles Schwab Investment Management Inc | 601,963 | $4.86M | 0.00% | +5,936+1.0% | Added |
| Renaissance Technologies LLC | 677,100 | $5.47M | 0.01% | +201,500+42.4% | Added |
| Van Eck Associates Corp | 970,431 | $7.84M | 0.01% | +168,096+21.0% | Added |
| D. E. Shaw & Co., Inc. | 1,065,656 | $8.61M | 0.01% | +1,065,656 | New |
| State Street Corp | 1,405,180 | $11.5M | 0.00% | +75,577+5.7% | Added |
| Geode Capital Management, LLC | 1,790,303 | $14.5M | 0.00% | +82,122+4.8% | Added |
| Invesco Ltd. | 2,158,130 | $17.4M | 0.00% | −397,760−15.6% | Reduced |
| Two Sigma Investments, LP | 2,213,915 | $17.9M | 0.01% | +605,383+37.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 2,382,169 | $19.2M | 0.03% | +723,638+43.6% | Added |
| Vanguard Capital Management LLC | 3,375,070 | $27.3M | 0.00% | +3,375,070 | New |
| BlackRock, Inc. | 7,204,654 | $58.2M | 0.00% | +548,534+8.2% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −943,100−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −230,251−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −86,667−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −71,500−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −41,673−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −34,517−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −33,545−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −29,711−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −27,104−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −16,670−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −16,283−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −15,040−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,809−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −11,126−100.0% | Sold out |
| KW Wealth Management LLC | 0 | $0 | 0.00% | −10,207−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −8,290−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,252−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −657−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −7−100.0% | Sold out |