Invesco Mortgage CapitalIVR
13F holders, Q1 2025 (March 31)146holders +7
24new positions
16sold out
2famous investors
$7.89avg. 13F price*
At the end of Q1 2025, 146 institutions reported holding Invesco Mortgage Capital (IVR) in their 13F filings, up 7 from Q4 2024. 24 opened new positions and 16 sold out. The largest holders were BlackRock, Inc. ($52.0M), Vanguard Group Inc. ($27.1M) and Invesco Ltd. ($18.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Mortgage Capital
- CUSIP
- 46131B704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $12.2M |
| Exits | 16 | $5.5M |
All 13F filers, Q4 2024 → Q1 2025: 5,852,732 shares bought and 1,402,175 shares sold, net +4,450,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| BlackRock, Inc. | 0.00% | Add +18.5% | 6,595,081 | $52.0M |
| Vanguard Group Inc. | 0.00% | Add +7.5% | 3,433,563 | $27.1M |
| Invesco Ltd. | 0.00% | Add +1.6% | 2,363,174 | $18.6M |
| Balyasny Asset Management L.P. | 0.04% | Add +33.8% | 1,949,391 | $15.4M |
| Geode Capital Management, LLC | 0.00% | Add +11.5% | 1,506,916 | $11.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +151.5% | 1,295,263 | $10.2M |
| Two Sigma Advisers, LP | 0.02% | Add +110.1% | 1,177,400 | $9.3M |
| State Street Corp. | 0.00% | Add +7.4% | 1,120,645 | $8.8M |
| Two Sigma Investments, LP | 0.02% | Add +5.0% | 965,544 | $7.6M |
| Jupiter Asset Management Ltd. | 0.07% | New | 886,738 | $7.0M |
| UBS Group AG | 0.00% | Reduce -24.8% | 828,037 | $6.5M |
| Renaissance Technologies | 0.01% | Add +2.0% | 736,700 | $5.8M |
| Van Eck Associates Corp. | 0.01% | Add +1.1% | 648,309 | $5.1M |
| Northern Trust Corp. | 0.00% | Add +1.3% | 579,288 | $4.6M |
| Morgan Stanley | 0.00% | Add +2.1% | 512,650 | $4.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.6% | 505,059 | $4.0M |
| Segall Bryant & Hamill, LLC | 0.06% | Reduce -0.8% | 496,297 | $3.9M |
| Wolverine Asset Management LLC | 0.24% | New | 411,163 | $3.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.3% | 368,466 | $2.9M |
| Barclays PLC | 0.00% | Add +55.6% | 330,616 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Add +100.1% | 238,967 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1035.5% | 189,311 | $1.5M |
| Freestone Grove Partners LP | 0.01% | Add +136.4% | 171,463 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +12.4% | 149,094 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +7.5% | 136,645 | $1.1M |
| Penserra Capital Management LLC | 0.02% | Add +21.1% | 136,359 | $1.1M |
| Nuveen, LLC | 0.00% | — | 135,323 | $1.1M |
| Swiss National Bank | 0.00% | Add +9.2% | 117,701 | $929K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 101,822 | $803K |
| PL Capital Advisors, LLC | 0.27% | Reduce -75.0% | 100,000 | $789K |
| Rhumbline Advisers | 0.00% | Add +2.7% | 86,863 | $685K |
| Nebula Research & Development LLC | 0.06% | Add +100.5% | 86,460 | $682K |
| LSV Asset Management | 0.00% | Reduce -2.2% | 81,607 | $644K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +60.7% | 70,960 | $560K |
| Firethorn Wealth Partners, LLC | 0.25% | Add +9.3% | 67,185 | $530K |
| Squarepoint Ops LLC | 0.00% | Reduce -11.2% | 64,545 | $509K |
| Wells Fargo & Company | 0.00% | Add +8.6% | 59,576 | $470K |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.0% | 59,201 | $468K |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 58,906 | $465K |
| Legal & General Group Plc | 0.00% | Add +20.0% | 57,030 | $450K |
| California State Teachers Retirement System | 0.00% | No change | 51,141 | $404K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 48,592 | $383K |
| Citigroup Inc. | 0.00% | Add +0.3% | 45,824 | $362K |
| Deutsche Bank AG | 0.00% | Reduce -1.6% | 45,563 | $359K |
| Alliancebernstein L.P. | 0.00% | No change | 44,063 | $348K |
| Simplex Trading, LLC | 0.01% | Reduce -7.2% | 40,901 | $322K |
| Citadel Advisors | 0.00% | New | 36,503 | $288K |
| MetLife Investment Management, LLC | 0.00% | Add +18.5% | 35,709 | $282K |
| Quantbot Technologies LP | 0.01% | Reduce -38.4% | 33,245 | $262K |
| Intech Investment Management LLC | 0.00% | Add +48.4% | 32,897 | $260K |
| PFG Investments, LLC | 0.02% | Add +3.3% | 31,590 | $249K |
| JPMorgan Chase & Co. | 0.00% | Add +16.2% | 31,197 | $246K |
| Corebridge Financial, Inc. | 0.00% | Add +9.2% | 29,972 | $236K |
| Nomura Holdings Inc. | 0.00% | Reduce -5.7% | 28,428 | $224K |
| Range Financial Group LLC | 0.09% | Add +20.0% | 26,339 | $208K |
| Janus Henderson Group PLC | 0.00% | Add +95.4% | 26,216 | $208K |
| Private Advisor Group, LLC | 0.00% | No change | 26,007 | $205K |
| Straight Path Wealth Management | 0.08% | No change | 25,000 | $197K |
| Group One Trading LLC | 0.01% | Reduce -29.8% | 24,403 | $193K |
| Dark Forest Capital Management LP | 0.01% | New | 23,981 | $189K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -45.4% | 21,914 | $172K |
| Osaic Holdings, Inc. | 0.00% | Add +1.1% | 21,253 | $168K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.5% | 21,039 | $166K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.3% | 18,183 | $143K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -0.1% | 17,879 | $141K |
| LPL Financial LLC | 0.00% | Reduce -59.6% | 17,455 | $138K |
| Arizona State Retirement System | 0.00% | Add +9.5% | 17,419 | $137K |
| New England Private Wealth Advisors LLC | 0.02% | New | 17,000 | $134K |
| 180 Wealth Advisors, LLC | 0.02% | Add +7.4% | 15,066 | $119K |
| Sei Investments Co. | 0.00% | New | 14,900 | $118K |
| Vident Advisory, LLC | 0.00% | New | 14,143 | $112K |
| Cibc World Markets Corp. | 0.00% | New | 13,575 | $107K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 13,544 | $107K |
| ProShare Advisors LLC | 0.00% | Reduce -14.8% | 13,243 | $104K |
| New Age Alpha Advisors, LLC | 0.00% | Reduce -24.1% | 13,113 | $103K |
| State of Wyoming | 0.01% | Reduce -50.8% | 13,079 | $103K |
| Voya Investment Management LLC | 0.00% | Reduce -7.9% | 12,561 | $99K |
| Entropy Technologies, LP | 0.01% | New | 12,500 | $99K |
| Russell Investments Group, Ltd. | 0.00% | Add +31.0% | 11,989 | $95K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 11,974 | $94K |
| New York State Common Retirement Fund | 0.00% | No change | 11,426 | $90K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 11,162 | $88K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,125 | $88K |
| Evergreen Capital Management LLC | 0.00% | New | 10,837 | $86K |
| STRS Ohio | 0.00% | No change | 10,400 | $82K |
| KLP Kapitalforvaltning As | 0.00% | No change | 9,650 | $76K |
| Royal Bank of Canada | 0.00% | Reduce -56.2% | 9,589 | $76K |
| FMR LLC | 0.00% | Reduce -3.6% | 8,388 | $66K |
| PNC Financial Services Group, Inc. | 0.00% | Add +59.4% | 7,395 | $58K |
| McIlrath & Eck, LLC | 0.01% | No change | 6,648 | $52K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +32.9% | 6,189 | $49K |
| MAI Capital Management | 0.00% | No change | 5,750 | $45K |
| CoreCap Advisors, LLC | 0.00% | Add +66.2% | 4,749 | $37K |
| Walleye Trading LLC | 0.00% | Reduce -9.0% | 4,111 | $32K |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.1% | 3,051 | $24K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 2,875 | $23K |
| Bogart Wealth, LLC | 0.00% | New | 2,311 | $18K |
| Amalgamated Bank | 0.00% | Add +26.9% | 2,109 | $17K |
| PEAK6 LLC | 0.00% | New | 1,837 | $14K |
| Continuum Advisory, LLC | 0.00% | No change | 1,828 | $14K |
"% of holder's portfolio" is IVR's weight in each manager's 13F, not the share of Invesco Mortgage Capital the manager owns.