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 |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 17,235 | $136.2K | 0.00% | +5,796+50.7% | Added |
| Virtus ETF Advisers LLC | 16,704 | $132.0K | 0.05% | −696−4.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,095 | $127.0K | 0.03% | +16,095 | New |
| Legal & General Group Plc | 15,769 | $124.6K | 0.00% | +9,018+133.6% | Added |
| Creative Planning | 15,765 | $124.5K | 0.00% | −831−5.0% | Reduced |
| Continuum Advisory, LLC | 15,633 | $123.5K | 0.01% | −256−1.6% | Reduced |
| Prudential Financial Inc | 14,922 | $117.9K | 0.00% | −228,345−93.9% | Reduced |
| Visionary Wealth Advisors | 14,900 | $117.7K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 14,763 | $116.6K | 0.00% | −88,008−85.6% | Reduced |
| Rockefeller Capital Management L.P. | 14,405 | $113.8K | 0.00% | +13,025+943.8% | Added |
| Susquehanna International Group, LLP | 13,974 | $110.4K | 0.00% | −137,682−90.8% | Reduced |
| BNP Paribas Arbitrage, SA | 13,619 | $107.6K | 0.00% | −3,216−19.1% | Reduced |
| Walleye Trading LLC | 13,609 | $107.5K | 0.00% | +13,609 | New |
| Integrated Wealth Concepts LLC | 13,200 | $104.3K | 0.00% | +2,226+20.3% | Added |
| SRS Capital Advisors, Inc. | 12,966 | $102.4K | 0.00% | +12,966 | New |
| Captrust Financial Advisors | 12,949 | $102.3K | 0.00% | +12,949 | New |
| State Board of Administration of Florida Retirement System | 11,974 | $94.6K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,942 | $94.3K | 0.00% | +765+6.8% | Added |
| Equitable Holdings, Inc. | 11,360 | $89.7K | 0.00% | +11,360 | New |
| Cambridge Investment Research Advisors, Inc. | 11,168 | $88.0K | 0.00% | +11,168 | New |
| StoneX Group Inc. | 10,937 | $86.4K | 0.00% | +10,937 | New |
| Victory Capital Management Inc | 10,695 | $84.5K | 0.00% | +10,695 | New |
| The PNC Financial Services Group, Inc. | 10,328 | $81.6K | 0.00% | −5,314−34.0% | Reduced |
| Oxford Financial Group Ltd | 10,000 | $79.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,813 | $69.6K | 0.00% | +8,813 | New |
| Ameritas Investment Partners, Inc. | 8,278 | $65.4K | 0.00% | +2,089+33.8% | Added |
| Allworth Financial LP | 7,593 | $60.0K | 0.00% | +1,415+22.9% | Added |
| Spire Wealth Management | 7,355 | $58.1K | 0.00% | −897−10.9% | Reduced |
| Group One Trading, L.P. | 5,939 | $46.9K | 0.00% | −6,531−52.4% | Reduced |
| UBS Asset Management Americas Inc | 5,770 | $45.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,412 | $42.9K | 0.00% | +2,890+114.6% | Added |
| Bogart Wealth, LLC | 4,711 | $37.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,642 | $36.7K | 0.00% | +1,505+48.0% | Added |
| Simplex Trading, LLC | 3,655 | $28.9K | 0.00% | −12,568−77.5% | Reduced |
| Signaturefd, LLC | 3,380 | $26.7K | 0.00% | +2,692+391.3% | Added |
| Osbon Capital Management LLC | 2,674 | $21.1K | 0.02% | +2,674 | New |
| IFG Advisory, LLC | 2,500 | $19.8K | 0.00% | +2,500 | New |
| Parallel Advisors, LLC | 1,285 | $10.2K | 0.00% | +9+0.7% | Added |
| Larson Financial Group LLC | 1,263 | $9.98K | 0.00% | +1,236+4,577.8% | Added |
| GAMMA Investing LLC | 1,218 | $9.62K | 0.00% | −358−22.7% | Reduced |
| Farther Finance Advisors, LLC | 1,126 | $8.89K | 0.00% | +217+23.9% | Added |
| LGT Financial Advisors LLC | 1,109 | $8.76K | 0.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,080 | $8.53K | 0.00% | −3,172−74.6% | Reduced |
| Essential Partners LLC | 876 | $6.92K | 0.00% | +459+110.1% | Added |
| Versant Capital Management, Inc | 792 | $6.26K | 0.00% | −99−11.1% | Reduced |
| Federated Hermes, Inc. | 691 | $5.46K | 0.00% | +691 | New |
| EverSource Wealth Advisors, LLC | 633 | $5.00K | 0.00% | +412+186.4% | Added |
| Rothschild Investment LLC | 512 | $4.04K | 0.00% | +213+71.2% | Added |
| Optiver Holding B.V. | 438 | $3.46K | 0.00% | −218−33.2% | Reduced |
| True Wealth Design, LLC | 436 | $3.44K | 0.00% | −18−4.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 389 | $3.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 323 | $2.54K | 0.00% | +205+173.7% | Added |
| Keating Financial Advisory Services, Inc. | 209 | $1.65K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 200 | $1.58K | 0.00% | +200 | New |
| UMA Financial Services, Inc. | 185 | $1.46K | 0.00% | +58+45.7% | Added |
| National Bank of Canada | 180 | $1.42K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 163 | $1.29K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 165 | $1.00K | 0.00% | +122+283.7% | Added |
| City State Bank | 100 | $790 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 91 | $720 | 0.00% | +4+4.6% | Added |
| Fifth Third Bancorp | 91 | $719 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 71 | $560 | 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 |
| Parkside Financial Bank & Trust | 60 | $474 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 49 | $385 | 0.00% | +2+4.3% | Added |
| Caitong International Asset Management Co., Ltd | 43 | $340 | 0.00% | +8+22.9% | Added |
| Newbridge Financial Services Group, Inc. | 30 | $237 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 30 | $237 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 24 | $190 | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 24 | $190 | 0.00% | +24 | New |
| Steward Partners Investment Advisory, LLC | 23 | $182 | 0.00% | +23 | New |
| Abound Wealth Management | 21 | $166 | 0.00% | +21 | New |
| Napier Financial, LLC | 16 | $126 | 0.00% | −80−83.3% | Reduced |
| Ares Financial Consulting, LLC | 15 | $119 | 0.00% | +14+1,400.0% | Added |
| Hager Investment Management Services, LLC | 15 | $115 | 0.00% | 00.0% | Unchanged |
| Philadelphia Investment Partners, LLC | 10 | $86 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $55 | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 4 | $32 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $4 | 0.00% | −3,062−100.0% | Reduced |
| Huntington National Bank | 1 | $3 | 0.00% | 00.0% | Unchanged |
| 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 |