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 |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 11,177 | $90.3K | 0.00% | −1,924−14.7% | Reduced |
| Integrated Wealth Concepts LLC | 10,974 | $88.7K | 0.00% | +317+3.0% | Added |
| Cerity Partners LLC | 10,951 | $88.5K | 0.00% | −760−6.5% | Reduced |
| Able Wealth Management LLC | 11,003 | $86.8K | 0.02% | +11,003 | New |
| Citigroup Inc | 10,282 | $83.1K | 0.00% | +2,953+40.3% | Added |
| Oxford Financial Group Ltd | 10,000 | $80.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8,252 | $66.7K | 0.00% | −285−3.3% | Reduced |
| Royal Bank of Canada | 7,508 | $60.0K | 0.00% | −1,166−13.4% | Reduced |
| Legal & General Group Plc | 6,751 | $54.5K | 0.00% | −14,010−67.5% | Reduced |
| Nisa Investment Advisors, LLC | 6,317 | $52.1K | 0.00% | −3,000−32.2% | Reduced |
| Ameritas Investment Partners, Inc. | 6,189 | $50.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6,178 | $49.9K | 0.00% | +5,081+463.2% | Added |
| UBS Asset Management Americas Inc | 5,770 | $46.6K | 0.00% | +4,385+316.6% | Added |
| Bogart Wealth, LLC | 4,711 | $38.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,252 | $34.4K | 0.00% | −162−3.7% | Reduced |
| IFP Advisors, Inc | 3,386 | $27.4K | 0.00% | +3,299+3,792.0% | Added |
| Tower Research Capital LLC (TRC) | 3,137 | $25.3K | 0.00% | +1,400+80.6% | Added |
| Cullen/Frost Bankers, Inc. | 3,063 | $24.8K | 0.00% | +476+18.4% | Added |
| Advisory Services Network, LLC | 2,748 | $22.2K | 0.00% | +2,748 | New |
| Sterling Capital Management LLC | 2,554 | $20.6K | 0.00% | −1,578−38.2% | Reduced |
| Jones Financial Companies LLLP | 2,522 | $19.4K | 0.00% | +1,150+83.8% | Added |
| Capital & Planning, LLC | 1,794 | $14.5K | 0.01% | +1,794 | New |
| GAMMA Investing LLC | 1,576 | $12.7K | 0.00% | +801+103.4% | Added |
| Rockefeller Capital Management L.P. | 1,380 | $11.2K | 0.00% | +1,380 | New |
| Parallel Advisors, LLC | 1,276 | $10.3K | 0.00% | +254+24.9% | Added |
| LGT Financial Advisors LLC | 1,109 | $8.96K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,091 | $8.82K | 0.00% | −286−20.8% | Reduced |
| Farther Finance Advisors, LLC | 909 | $7.26K | 0.00% | +21+2.4% | Added |
| Versant Capital Management, Inc | 891 | $7.20K | 0.00% | +273+44.2% | Added |
| Signaturefd, LLC | 688 | $5.56K | 0.00% | −555−44.7% | Reduced |
| Kemnay Advisory Services Inc. | 668 | $5.40K | 0.00% | +668 | New |
| Optiver Holding B.V. | 656 | $5.30K | 0.00% | +656 | New |
| Root Financial Partners, LLC | 572 | $4.62K | 0.00% | +569+18,966.7% | Added |
| True Wealth Design, LLC | 454 | $3.67K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 417 | $3.37K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 389 | $3.14K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 350 | $2.83K | 0.00% | +350 | New |
| Sound Income Strategies, LLC | 350 | $2.80K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 323 | $2.61K | 0.00% | +26+8.8% | Added |
| Rothschild Investment LLC | 299 | $2.42K | 0.00% | +144+92.9% | Added |
| MAI Capital Management | 272 | $2.20K | 0.00% | +270+13,500.0% | Added |
| Red Tortoise LLC | 257 | $2.08K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 242 | $1.96K | 0.00% | −119,010−99.8% | Reduced |
| EverSource Wealth Advisors, LLC | 221 | $1.78K | 0.00% | +54+32.3% | Added |
| Keating Financial Advisory Services, Inc. | 209 | $1.69K | 0.00% | +209 | New |
| National Bank of Canada | 180 | $1.45K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 164 | $1.33K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 163 | $1.32K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 127 | $1.03K | 0.00% | +127 | New |
| Cornerstone Planning Group LLC | 118 | $941 | 0.00% | +6+5.4% | Added |
| City State Bank | 100 | $808 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 96 | $775 | 0.00% | +96 | New |
| Fifth Third Bancorp | 91 | $735 | 0.00% | +66+264.0% | Added |
| Harbour Investments, Inc. | 87 | $705 | 0.00% | +85+4,250.0% | Added |
| TD Waterhouse Canada Inc. | 71 | $567 | 0.00% | +71 | New |
| Cornerstone Financial Management LLC | 70 | $566 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $485 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 51 | $412 | 0.00% | +51 | New |
| Archer Investment Corp | 47 | $377 | 0.00% | −13−21.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 35 | $283 | 0.00% | −2,822−98.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 30 | $242 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 30 | $242 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 27 | $218 | 0.00% | +27 | New |
| Whittier Trust Co | 17 | $139 | 0.00% | +17 | New |
| Hager Investment Management Services, LLC | 15 | $117 | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 10 | $88 | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 7 | $57 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 2 | $16 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 1 | $8 | 0.00% | −15,647−100.0% | Reduced |
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 43 | $0 | 0.00% | +38+760.0% | 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 |