Invesco Mortgage Capital Inc.

IVR

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001437071

SEC filings (opens in a new tab)

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

Q2 2026 vs. Q1 2026

How the institutions holding Invesco Mortgage Capital Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of IVR: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	172	4	182	+14
Shares	34.7M	50.6K	42.7M	+8.07M (+23.3%)
Value	$280.2M	$409.1K	$337.4M	+$57.6M (+20.6%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to IVR in Q2 2026
Institution	Shares	Value	% of portfolio
ORG Wealth Partners, LLC	1,295,330	$10.2M	1.53%
Hudson Bay Capital Management LP	432,156	$3.41M	0.02%
Summit Financial, LLC	388,455	$3.11M	0.03%
Atom Investors LP	213,771	$1.69M	0.15%
VARCOV Co.	207,364	$1.64M	0.62%
Centiva Capital, LP	100,000	$790.0K	0.03%
Y-Intercept (Hong Kong) Ltd	98,930	$781.5K	0.02%
Winton Group Ltd	92,000	$726.8K	0.02%
Marshall Wace, LLP	84,622	$668.5K	0.00%
Two Sigma Securities, LLC	81,219	$641.6K	0.06%
Quantbot Technologies LP	69,792	$551.4K	0.02%
Virtu Financial LLC	67,225	$531.0K	0.02%
Mariner, LLC	47,724	$377.0K	0.00%
SeaCrest Wealth Management, LLC	46,009	$363.5K	0.04%
Connor, Clark & Lunn Investment Management Ltd.	34,390	$271.7K	0.00%
Gsa Capital Partners LLP	29,481	$233.0K	0.01%
Pallas Capital Advisors LLC	20,275	$160.2K	0.00%
Jain Global LLC	17,900	$141.4K	0.00%
J. Safra Sarasin Holding AG	17,504	$138.3K	0.00%
Dynamic Technology Lab Private Ltd	16,095	$127.0K	0.03%
Walleye Trading LLC	13,609	$107.5K	0.00%
SRS Capital Advisors, Inc.	12,966	$102.4K	0.00%
Captrust Financial Advisors	12,949	$102.3K	0.00%
Equitable Holdings, Inc.	11,360	$89.7K	0.00%
Cambridge Investment Research Advisors, Inc.	11,168	$88.0K	0.00%
StoneX Group Inc.	10,937	$86.4K	0.00%
Victory Capital Management Inc	10,695	$84.5K	0.00%
Global Retirement Partners, LLC	8,813	$69.6K	0.00%
Osbon Capital Management LLC	2,674	$21.1K	0.02%
IFG Advisory, LLC	2,500	$19.8K	0.00%
Federated Hermes, Inc.	691	$5.46K	0.00%
SHP Wealth Management	200	$1.58K	0.00%
Stone House Investment Management, LLC	70	$553	0.00%
Clearstead Advisors, LLC	24	$190	0.00%
SJS Investment Consulting Inc.	24	$190	0.00%
Steward Partners Investment Advisory, LLC	23	$182	0.00%
Abound Wealth Management	21	$166	0.00%
Northwestern Mutual Wealth Management Co	4	$32	0.00%

Sold out (24)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of IVR in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Point72 Asset Management, L.P.	472,427	$3.82M
Zacks Investment Management	267,422	$2.16M
Tudor Investment Corp Et Al	213,560	$1.73M
Balyasny Asset Management LLC	96,226	$777.5K
EAM Investors, LLC	72,293	$584.1K
Private Advisor Group, LLC	24,481	$197.8K
Kestra Advisory Services, LLC	18,894	$154.9K
XTX Topco Ltd	16,968	$137.1K
Brevan Howard Capital Management LP	14,934	$120.7K
Scientech Research LLC	13,458	$108.7K
Able Wealth Management LLC	11,003	$86.8K
Advisory Services Network, LLC	2,748	$22.2K
Capital & Planning, LLC	1,794	$14.5K
Quadrant Capital Group LLC	1,091	$8.82K
Kemnay Advisory Services Inc.	668	$5.40K
Root Financial Partners, LLC	572	$4.62K
GHP Investment Advisors, Inc.	350	$2.83K
Sound Income Strategies, LLC	350	$2.80K
MAI Capital Management	272	$2.20K
Los Angeles Capital Management LLC	242	$1.96K
WealthCollab, LLC	164	$1.33K
Curio Wealth, LLC	51	$412
Whittier Trust Co	17	$139
Triumph Capital Management	2	$16

Not filed for Q2 2026 yet (4)

Institutions that held Invesco Mortgage Capital Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVR in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Skopos Labs, Inc.	23,051	$186.3K
CWM, LLC	15,233	$123.1K
Jaffetilchin Investment Partners, LLC	12,090	$97.7K
Red Tortoise LLC	257	$2.08K