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, Q2 2026
Institutional positions in Invesco Mortgage Capital Inc. as of Jun 30, 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
- 182
- +14 vs. Q1 2026
- Shares held
- 42.7M
- +8.07M (+23.3%) vs. Q1 2026
- Total value
- $337.4M
- +$57.6M (+20.6%) vs. Q1 2026
- New holders
- 38
- 82 more added
- Sold out
- 24
- 36 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Invesco Mortgage Capital Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $4 | 0.00% | −3,062−100.0% | Reduced |
| Bell Investment Advisors, Inc | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $32 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 7 | $55 | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 10 | $86 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 15 | $115 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 15 | $119 | 0.00% | +14+1,400.0% | Added |
| Napier Financial, LLC | 16 | $126 | 0.00% | −80−83.3% | Reduced |
| Abound Wealth Management | 21 | $166 | 0.00% | +21 | New |
| Steward Partners Investment Advisory, LLC | 23 | $182 | 0.00% | +23 | New |
| Clearstead Advisors, LLC | 24 | $190 | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 24 | $190 | 0.00% | +24 | New |
| Newbridge Financial Services Group, Inc. | 30 | $237 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 30 | $237 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 43 | $340 | 0.00% | +8+22.9% | Added |
| Archer Investment Corp | 49 | $385 | 0.00% | +2+4.3% | Added |
| Parkside Financial Bank & Trust | 60 | $474 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 70 | $553 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 70 | $553 | 0.00% | +70 | New |
| TD Waterhouse Canada Inc. | 71 | $560 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 91 | $719 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 91 | $720 | 0.00% | +4+4.6% | Added |
| City State Bank | 100 | $790 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 165 | $1.00K | 0.00% | +122+283.7% | Added |
| Federation des caisses Desjardins du Quebec | 163 | $1.29K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 180 | $1.42K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 185 | $1.46K | 0.00% | +58+45.7% | Added |
| SHP Wealth Management | 200 | $1.58K | 0.00% | +200 | New |
| Keating Financial Advisory Services, Inc. | 209 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 323 | $2.54K | 0.00% | +205+173.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 389 | $3.07K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 436 | $3.44K | 0.00% | −18−4.0% | Reduced |
| Optiver Holding B.V. | 438 | $3.46K | 0.00% | −218−33.2% | Reduced |
| Rothschild Investment LLC | 512 | $4.04K | 0.00% | +213+71.2% | Added |
| EverSource Wealth Advisors, LLC | 633 | $5.00K | 0.00% | +412+186.4% | Added |
| Federated Hermes, Inc. | 691 | $5.46K | 0.00% | +691 | New |
| Versant Capital Management, Inc | 792 | $6.26K | 0.00% | −99−11.1% | Reduced |
| Essential Partners LLC | 876 | $6.92K | 0.00% | +459+110.1% | Added |
| California State Teachers Retirement System | 1,080 | $8.53K | 0.00% | −3,172−74.6% | Reduced |
| LGT Financial Advisors LLC | 1,109 | $8.76K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,126 | $8.89K | 0.00% | +217+23.9% | Added |
| GAMMA Investing LLC | 1,218 | $9.62K | 0.00% | −358−22.7% | Reduced |
| Larson Financial Group LLC | 1,263 | $9.98K | 0.00% | +1,236+4,577.8% | Added |
| Parallel Advisors, LLC | 1,285 | $10.2K | 0.00% | +9+0.7% | Added |
| IFG Advisory, LLC | 2,500 | $19.8K | 0.00% | +2,500 | New |
| Osbon Capital Management LLC | 2,674 | $21.1K | 0.02% | +2,674 | New |
| Signaturefd, LLC | 3,380 | $26.7K | 0.00% | +2,692+391.3% | Added |
| Simplex Trading, LLC | 3,655 | $28.9K | 0.00% | −12,568−77.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,642 | $36.7K | 0.00% | +1,505+48.0% | Added |
| Bogart Wealth, LLC | 4,711 | $37.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,412 | $42.9K | 0.00% | +2,890+114.6% | Added |
| UBS Asset Management Americas Inc | 5,770 | $45.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,939 | $46.9K | 0.00% | −6,531−52.4% | Reduced |
| Spire Wealth Management | 7,355 | $58.1K | 0.00% | −897−10.9% | Reduced |
| Allworth Financial LP | 7,593 | $60.0K | 0.00% | +1,415+22.9% | Added |
| Ameritas Investment Partners, Inc. | 8,278 | $65.4K | 0.00% | +2,089+33.8% | Added |
| Global Retirement Partners, LLC | 8,813 | $69.6K | 0.00% | +8,813 | New |
| Oxford Financial Group Ltd | 10,000 | $79.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,328 | $81.6K | 0.00% | −5,314−34.0% | Reduced |
| Victory Capital Management Inc | 10,695 | $84.5K | 0.00% | +10,695 | New |
| StoneX Group Inc. | 10,937 | $86.4K | 0.00% | +10,937 | New |
| Cambridge Investment Research Advisors, Inc. | 11,168 | $88.0K | 0.00% | +11,168 | New |
| Equitable Holdings, Inc. | 11,360 | $89.7K | 0.00% | +11,360 | New |
| ProShare Advisors LLC | 11,942 | $94.3K | 0.00% | +765+6.8% | Added |
| State Board of Administration of Florida Retirement System | 11,974 | $94.6K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 12,949 | $102.3K | 0.00% | +12,949 | New |
| SRS Capital Advisors, Inc. | 12,966 | $102.4K | 0.00% | +12,966 | New |
| Integrated Wealth Concepts LLC | 13,200 | $104.3K | 0.00% | +2,226+20.3% | Added |
| Walleye Trading LLC | 13,609 | $107.5K | 0.00% | +13,609 | New |
| BNP Paribas Arbitrage, SA | 13,619 | $107.6K | 0.00% | −3,216−19.1% | Reduced |
| Susquehanna International Group, LLP | 13,974 | $110.4K | 0.00% | −137,682−90.8% | Reduced |
| Rockefeller Capital Management L.P. | 14,405 | $113.8K | 0.00% | +13,025+943.8% | Added |
| SEI Investments Co | 14,763 | $116.6K | 0.00% | −88,008−85.6% | Reduced |
| Visionary Wealth Advisors | 14,900 | $117.7K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 14,922 | $117.9K | 0.00% | −228,345−93.9% | Reduced |
| Continuum Advisory, LLC | 15,633 | $123.5K | 0.01% | −256−1.6% | Reduced |
| Creative Planning | 15,765 | $124.5K | 0.00% | −831−5.0% | Reduced |
| Legal & General Group Plc | 15,769 | $124.6K | 0.00% | +9,018+133.6% | Added |
| Dynamic Technology Lab Private Ltd | 16,095 | $127.0K | 0.03% | +16,095 | New |
| Virtus ETF Advisers LLC | 16,704 | $132.0K | 0.05% | −696−4.0% | Reduced |
| Voya Investment Management LLC | 17,235 | $136.2K | 0.00% | +5,796+50.7% | Added |
| J. Safra Sarasin Holding AG | 17,504 | $138.3K | 0.00% | +17,504 | New |
| STRS Ohio | 17,900 | $141.4K | 0.00% | +5,500+44.4% | Added |
| Jain Global LLC | 17,900 | $141.4K | 0.00% | +17,900 | New |
| Intech Investment Management LLC | 18,679 | $147.6K | 0.00% | −3,934−17.4% | Reduced |
| Pallas Capital Advisors LLC | 20,275 | $160.2K | 0.00% | +20,275 | New |
| Morling Financial Advisors, LLC | 21,196 | $167.5K | 0.05% | +904+4.5% | Added |
| Manufacturers Life Insurance Company, The | 21,223 | $167.7K | 0.00% | +2,122+11.1% | Added |
| Barclays PLC | 21,931 | $173.3K | 0.00% | −2,136−8.9% | Reduced |
| FMR LLC | 24,162 | $190.9K | 0.00% | +10,676+79.2% | Added |
| New York State Common Retirement Fund | 24,226 | $191.4K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 24,597 | $194.3K | 0.02% | +1,690+7.4% | Added |
| Mercer Global Advisors Inc | 24,865 | $196.4K | 0.00% | +7,496+43.2% | Added |
| Caption Management, LLC | 25,000 | $197.5K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 25,467 | $201.2K | 0.00% | +2,289+9.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 26,902 | $212.5K | 0.00% | +7,559+39.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 27,196 | $214.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 27,036 | $216.8K | 0.00% | +20,719+328.0% | Added |
| Gsa Capital Partners LLP | 29,481 | $233.0K | 0.01% | +29,481 | New |