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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 29,903 | $236.2K | 0.00% | +18,952+173.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 30,739 | $244.1K | 0.00% | +17,881+139.1% | Added |
| Range Financial Group LLC | 31,026 | $245.1K | 0.07% | +181+0.6% | Added |
| PFG Investments, LLC | 32,481 | $256.6K | 0.01% | −34,228−51.3% | Reduced |
| State of Wyoming | 33,619 | $265.6K | 0.03% | −7,385−18.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 34,390 | $271.7K | 0.00% | +34,390 | New |
| Sterling Capital Management LLC | 35,898 | $283.6K | 0.00% | +33,344+1,305.6% | Added |
| US Bancorp | 36,497 | $288.3K | 0.00% | +36,174+11,199.4% | Added |
| Vanguard Global Advisers, LLC | 40,523 | $320.1K | 0.00% | +12,594+45.1% | Added |
| SeaCrest Wealth Management, LLC | 46,009 | $363.5K | 0.04% | +46,009 | New |
| Royal Bank of Canada | 47,374 | $374.0K | 0.00% | +39,866+531.0% | Added |
| Mariner, LLC | 47,724 | $377.0K | 0.00% | +47,724 | New |
| Advisor Group Holdings, Inc. | 48,130 | $380.2K | 0.00% | +25,149+109.4% | Added |
| Qube Research & Technologies Ltd | 48,258 | $381.2K | 0.00% | −32,855−40.5% | Reduced |
| Citigroup Inc | 48,884 | $386.2K | 0.00% | +38,602+375.4% | Added |
| Quantinno Capital Management LP | 49,522 | $391.2K | 0.00% | +4,025+8.8% | Added |
| Schonfeld Strategic Advisors LLC | 50,126 | $396.0K | 0.00% | −24,494−32.8% | Reduced |
| Dynamic Advisor Solutions LLC | 50,165 | $396.3K | 0.01% | −138−0.3% | Reduced |
| MetLife Investment Management | 53,379 | $421.7K | 0.00% | +19,221+56.3% | Added |
| Straight Path Wealth Management | 59,500 | $470.1K | 0.11% | +6,500+12.3% | Added |
| IFP Advisors, Inc | 60,872 | $480.9K | 0.01% | +57,486+1,697.8% | Added |
| Franklin Resources Inc | 62,495 | $493.7K | 0.00% | +17,502+38.9% | Added |
| Alliancebernstein L.P. | 64,217 | $518.9K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 67,225 | $531.0K | 0.02% | +67,225 | New |
| Russell Investments Group, Ltd. | 68,485 | $541.0K | 0.00% | +29,975+77.8% | Added |
| Quantbot Technologies LP | 69,792 | $551.4K | 0.02% | +69,792 | New |
| LSV Asset Management | 77,623 | $613.0K | 0.00% | −757−1.0% | Reduced |
| Two Sigma Securities, LLC | 81,219 | $641.6K | 0.06% | +81,219 | New |
| Marshall Wace, LLP | 84,622 | $668.5K | 0.00% | +84,622 | New |
| Envestnet Asset Management Inc | 88,421 | $698.5K | 0.00% | +69,137+358.5% | Added |
| Deutsche Bank AG | 89,002 | $703.1K | 0.00% | +39,994+81.6% | Added |
| Winton Group Ltd | 92,000 | $726.8K | 0.02% | +92,000 | New |
| ExodusPoint Capital Management, LP | 98,865 | $781.0K | 0.01% | −25,141−20.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 98,930 | $781.5K | 0.02% | +98,930 | New |
| Centiva Capital, LP | 100,000 | $790.0K | 0.03% | +100,000 | New |
| Rhumbline Advisers | 115,295 | $910.8K | 0.00% | +23,147+25.1% | Added |
| LPL Financial LLC | 120,900 | $955.1K | 0.00% | −5,880−4.6% | Reduced |
| JPMorgan Chase & Co | 125,429 | $988.4K | 0.00% | +11,356+10.0% | Added |
| Price T Rowe Associates Inc | 126,671 | $1.00M | 0.00% | +34,636+37.6% | Added |
| Ieq Capital, LLC | 130,496 | $1.03M | 0.00% | +72,143+123.6% | Added |
| PVG Asset Management Corp | 133,630 | $1.06M | 0.61% | +4,970+3.9% | Added |
| Squarepoint Ops LLC | 142,866 | $1.13M | 0.00% | +37,806+36.0% | Added |
| Graham Capital Management, L.P. | 152,866 | $1.21M | 0.03% | +31,531+26.0% | Added |
| Penserra Capital Management LLC | 156,323 | $1.23M | 0.01% | +5,133+3.4% | Added |
| Wells Fargo & Company | 156,636 | $1.24M | 0.00% | +53,103+51.3% | Added |
| Nuveen, LLC | 167,784 | $1.33M | 0.00% | +32,601+24.1% | Added |
| Millennium Management LLC | 174,277 | $1.38M | 0.00% | −48,550−21.8% | Reduced |
| VARCOV Co. | 207,364 | $1.64M | 0.62% | +207,364 | New |
| Bramshill Investments, LLC | 211,265 | $1.67M | 0.13% | +2,438+1.2% | Added |
| Atom Investors LP | 213,771 | $1.69M | 0.15% | +213,771 | New |
| Firethorn Wealth Partners, LLC | 216,600 | $1.71M | 0.55% | +101,009+87.4% | Added |
| Citadel Advisors LLC | 221,066 | $1.75M | 0.00% | +205,816+1,349.6% | Added |
| Engineers Gate Manager LP | 225,000 | $1.78M | 0.02% | −97,498−30.2% | Reduced |
| Goldman Sachs Group Inc | 231,634 | $1.83M | 0.00% | −101,202−30.4% | Reduced |
| Cetera Investment Advisers | 247,749 | $1.96M | 0.00% | +25,622+11.5% | Added |
| Bank of New York Mellon Corp | 264,202 | $2.09M | 0.00% | +82,606+45.5% | Added |
| Wolverine Asset Management LLC | 285,237 | $2.25M | 0.03% | +93,347+48.6% | Added |
| Renaissance Technologies LLC | 288,700 | $2.28M | 0.00% | −388,400−57.4% | Reduced |
| Verition Fund Management LLC | 335,615 | $2.65M | 0.02% | +123,403+58.2% | Added |
| Bank of America Corp | 350,673 | $2.77M | 0.00% | −60,114−14.6% | Reduced |
| Odyssean, LLC | 374,410 | $2.96M | 0.48% | +221,498+144.9% | Added |
| Summit Financial, LLC | 388,455 | $3.11M | 0.03% | +388,455 | New |
| Segall Bryant & Hamill, LLC | 408,368 | $3.23M | 0.04% | −32,916−7.5% | Reduced |
| Hudson Bay Capital Management LP | 432,156 | $3.41M | 0.02% | +432,156 | New |
| Ameriprise Financial Inc | 477,827 | $3.78M | 0.00% | +50,504+11.8% | Added |
| Vanguard Fiduciary Trust Co | 614,225 | $4.85M | 0.00% | +147,192+31.5% | Added |
| Morgan Stanley | 615,610 | $4.86M | 0.00% | +323,818+111.0% | Added |
| AQR Capital Management LLC | 712,061 | $5.63M | 0.00% | +374,385+110.9% | Added |
| UBS Group AG | 718,377 | $5.68M | 0.00% | +137,170+23.6% | Added |
| Charles Schwab Investment Management Inc | 752,156 | $5.94M | 0.00% | +150,193+25.0% | Added |
| Vanguard Portfolio Management LLC | 756,372 | $5.98M | 0.00% | +192,089+34.0% | Added |
| D. E. Shaw & Co., Inc. | 1,010,427 | $7.98M | 0.00% | −55,229−5.2% | Reduced |
| Van Eck Associates Corp | 1,073,203 | $8.48M | 0.01% | +102,772+10.6% | Added |
| Northern Trust Corp | 1,109,739 | $8.77M | 0.00% | +516,437+87.0% | Added |
| ORG Wealth Partners, LLC | 1,295,330 | $10.2M | 1.53% | +1,295,330 | New |
| Two Sigma Investments, LP | 1,296,579 | $10.2M | 0.01% | −917,336−41.4% | Reduced |
| State Street Corp | 1,849,062 | $14.8M | 0.00% | +443,882+31.6% | Added |
| Geode Capital Management, LLC | 2,377,470 | $18.8M | 0.00% | +587,167+32.8% | Added |
| Invesco Ltd. | 2,424,263 | $19.2M | 0.00% | +266,133+12.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,309,701 | $26.1M | 0.03% | +927,532+38.9% | Added |
| Vanguard Capital Management LLC | 3,994,974 | $31.6M | 0.00% | +619,904+18.4% | Added |
| BlackRock, Inc. | 8,805,376 | $69.6M | 0.00% | +1,600,722+22.2% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −472,427−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −267,422−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −213,560−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −96,226−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −72,293−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −24,481−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −18,894−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,968−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −14,934−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −13,458−100.0% | Sold out |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −11,003−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,748−100.0% | Sold out |
| Capital & Planning, LLC | 0 | $0 | 0.00% | −1,794−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −668−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |