Invesco Mortgage CapitalIVR
13F holders, Q4 2025 (December 31)168holders +10
35new positions
24sold out
5famous investors
$8.42avg. 13F price*
At the end of Q4 2025, 168 institutions reported holding Invesco Mortgage Capital (IVR) in their 13F filings, up 10 from Q3 2025. 35 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($56.0M), Vanguard Group Inc. ($32.8M) and Invesco Ltd. ($21.5M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco Mortgage Capital
- CUSIP
- 46131B704
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $4.7M |
| Exits | 24 | $11.2M |
All 13F filers, Q3 2025 → Q4 2025: 3,368,560 shares bought and 4,361,539 shares sold, net −992,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| BlackRock, Inc. | 0.00% | Reduce -0.4% | 6,656,120 | $56.0M |
| Vanguard Group Inc. | 0.00% | Add +4.5% | 3,896,338 | $32.8M |
| Invesco Ltd. | 0.00% | Add +8.5% | 2,555,890 | $21.5M |
| Geode Capital Management, LLC | 0.00% | Add +6.3% | 1,708,181 | $14.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.02% | Add +7.4% | 1,658,531 | $13.9M |
| Two Sigma Investments, LP | 0.02% | Add +58.1% | 1,608,532 | $13.5M |
| State Street Corp. | 0.00% | Reduce -5.3% | 1,329,603 | $11.6M |
| UBS Group AG | 0.00% | Add +68.8% | 1,094,468 | $9.2M |
| Two Sigma Advisers, LP | 0.02% | Add +3.5% | 943,100 | $7.9M |
| Van Eck Associates Corp. | 0.01% | Add +21.0% | 802,335 | $6.7M |
| Wolverine Asset Management LLC | 0.38% | Reduce -34.4% | 781,547 | $6.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.6% | 655,581 | $5.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.0% | 596,027 | $5.0M |
| Northern Trust Corp. | 0.00% | Reduce -12.0% | 523,864 | $4.4M |
| Millennium Management | 0.00% | Reduce -68.2% | 483,795 | $4.1M |
| Renaissance Technologies | 0.01% | Reduce -30.2% | 475,600 | $4.0M |
| Segall Bryant & Hamill, LLC | 0.05% | Add +6.3% | 464,264 | $3.9M |
| Morgan Stanley | 0.00% | Reduce -33.9% | 438,738 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.9% | 327,710 | $2.8M |
| AQR Capital Management | 0.00% | Add +84.8% | 284,580 | $2.4M |
| Zacks Investment Management | 0.02% | Add +22.4% | 251,349 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +803.2% | 230,251 | $1.9M |
| Bramshill Investments, LLC | 0.10% | Add +0.7% | 210,226 | $1.8M |
| Cetera Investment Advisers | 0.00% | Reduce -1.4% | 207,766 | $1.7M |
| Bank of New York Mellon Corp | 0.00% | Add +1.2% | 180,120 | $1.5M |
| Wells Fargo & Company | 0.00% | Add +109.2% | 149,947 | $1.3M |
| Penserra Capital Management LLC | 0.01% | Add +1.7% | 146,940 | $1.2M |
| Bank of America Corp. | 0.00% | Add +439.8% | 141,592 | $1.2M |
| Citadel Advisors | 0.00% | Add +495.0% | 131,104 | $1.1M |
| Barclays PLC | 0.00% | Add +32.5% | 126,981 | $1.1M |
| Nuveen, LLC | 0.00% | Reduce -18.1% | 125,250 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -31.2% | 110,335 | $928K |
| Los Angeles Capital Management LLC | 0.00% | New | 119,252 | $855K |
| Verition Fund Management LLC | 0.00% | Add +2.5% | 89,700 | $754K |
| Rhumbline Advisers | 0.00% | Reduce -9.5% | 88,945 | $748K |
| Caxton Associates LLP | 0.01% | New | 86,667 | $729K |
| LPL Financial LLC | 0.00% | Reduce -0.8% | 80,956 | $681K |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -9.5% | 79,614 | $670K |
| Graham Capital Management, L.P. | 0.03% | Reduce -50.8% | 76,384 | $642K |
| Ieq Capital, LLC | 0.00% | Add +207.4% | 75,002 | $631K |
| Firethorn Wealth Partners, LLC | 0.23% | Add +13.5% | 72,808 | $612K |
| Jain Global LLC | 0.01% | New | 71,500 | $601K |
| LSV Asset Management | 0.00% | Reduce -8.1% | 67,810 | $570K |
| Alliancebernstein L.P. | 0.00% | Reduce -18.1% | 65,206 | $548K |
| PFG Investments, LLC | 0.03% | Reduce -0.6% | 63,919 | $538K |
| Engineers Gate Manager LP | 0.01% | Add +45.5% | 54,746 | $460K |
| Straight Path Wealth Management | 0.12% | Add +2.0% | 52,000 | $437K |
| Odyssean, LLC | 0.28% | — | 45,640 | $384K |
| Franklin Resources Inc. | 0.00% | No change | 44,993 | $378K |
| Deutsche Bank AG | 0.00% | Add +15.0% | 43,006 | $362K |
| Two Sigma Securities, LLC | 0.05% | Add +96.6% | 41,673 | $350K |
| MetLife Investment Management, LLC | 0.00% | Add +37.9% | 39,932 | $336K |
| Quantinno Capital Management LP | 0.00% | Add +1.3% | 36,692 | $309K |
| XTX Topco Ltd | 0.01% | New | 36,326 | $306K |
| Gsa Capital Partners LLP | 0.03% | New | 34,517 | $290K |
| AlphaQuest LLC | 0.02% | Add +5537.8% | 33,545 | $282K |
| Point72 Asset Management | 0.00% | Reduce -54.2% | 32,682 | $275K |
| Intech Investment Management LLC | 0.00% | Add +6.5% | 32,618 | $274K |
| Vident Advisory, LLC | 0.00% | Add +8.8% | 30,940 | $260K |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.9% | 29,747 | $250K |
| Quantbot Technologies LP | 0.01% | Reduce -77.3% | 29,711 | $250K |
| JPMorgan Chase & Co. | 0.00% | Reduce -60.2% | 29,592 | $249K |
| Range Financial Group LLC | 0.08% | Add +6.8% | 28,083 | $236K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 27,196 | $229K |
| Thrivent Financial for Lutherans | 0.00% | New | 27,104 | $228K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -13.3% | 26,981 | $227K |
| Group One Trading LLC | 0.01% | Add +11.8% | 24,906 | $209K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.5% | 24,675 | $208K |
| Virtus Advisers, LLC | 0.09% | Add +46.8% | 21,576 | $181K |
| Legal & General Group Plc | 0.00% | Reduce -66.7% | 20,761 | $175K |
| 180 Wealth Advisors, LLC | 0.02% | Add +7.8% | 20,575 | $173K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.3% | 20,512 | $173K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 19,343 | $163K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.8% | 16,974 | $143K |
| Squarepoint Ops LLC | 0.00% | Reduce -76.4% | 16,950 | $143K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 16,670 | $140K |
| BNP Paribas Financial Markets | 0.00% | Add +26.5% | 16,342 | $137K |
| Entropy Technologies, LP | 0.01% | New | 16,283 | $137K |
| Continuum Advisory, LLC | 0.01% | No change | 15,889 | $134K |
| Ares Financial Consulting, LLC | 0.13% | — | 15,648 | $132K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,284 | $129K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.2% | 15,205 | $128K |
| Marshall Wace, LLP | 0.00% | New | 15,040 | $126K |
| Creative Planning | 0.00% | New | 15,008 | $126K |
| Visionary Wealth Advisors | 0.01% | New | 14,900 | $125K |
| Sei Investments Co. | 0.00% | No change | 14,763 | $124K |
| Cwm, LLC | 0.00% | Add +81.6% | 13,648 | $115K |
| ProShare Advisors LLC | 0.00% | Add +14.3% | 13,101 | $110K |
| STRS Ohio | 0.00% | No change | 12,400 | $104K |
| Jaffetilchin Investment Partners, LLC | 0.01% | Add +1.2% | 12,370 | $104K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 11,974 | $101K |
| Voya Investment Management LLC | 0.00% | No change | 11,973 | $101K |
| Mariner, LLC | 0.00% | New | 11,809 | $99K |
| Cerity Partners LLC | 0.00% | New | 11,711 | $98K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,416 | $97K |
| New York State Common Retirement Fund | 0.00% | No change | 11,426 | $96K |
| Massar Capital Management, LP | 0.02% | New | 11,126 | $94K |
| Brooklyn Investment Group | 0.00% | New | 11,126 | $93K |
| Integrated Wealth Concepts LLC | 0.00% | Add +2.4% | 10,657 | $90K |
| KW Wealth Management LLC | 0.13% | Reduce -22.4% | 10,207 | $86K |
"% of holder's portfolio" is IVR's weight in each manager's 13F, not the share of Invesco Mortgage Capital the manager owns.