Invesco Mortgage CapitalIVR
13F holders, Q2 2026 (June 30)181holders +10
37new positions
24sold out
5famous investors
$7.91avg. 13F price*
At the end of Q2 2026, 181 institutions reported holding Invesco Mortgage Capital (IVR) in their 13F filings, up 10 from Q1 2026. 37 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($69.6M), Vanguard Capital Management LLC ($31.6M) and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($26.1M). 5 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $27.3M |
| Exits | 24 | $9.9M |
All 13F filers, Q1 2026 → Q2 2026: 11,622,140 shares bought and 3,559,531 shares sold, net +8,062,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| BlackRock, Inc. | 0.00% | Add +22.2% | 8,805,376 | $69.6M |
| Vanguard Capital Management LLC | 0.00% | Add +18.4% | 3,994,974 | $31.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Add +38.9% | 3,309,701 | $26.1M |
| Invesco Ltd. | 0.00% | Add +12.3% | 2,424,263 | $19.2M |
| Geode Capital Management, LLC | 0.00% | Add +32.8% | 2,377,470 | $18.8M |
| State Street Corp. | 0.00% | Add +31.6% | 1,849,062 | $14.8M |
| Two Sigma Investments, LP | 0.01% | Reduce -41.4% | 1,296,579 | $10.2M |
| Ascentis Wealth Management, LLC | 1.73% | New | 1,295,330 | $10.2M |
| Northern Trust Corp. | 0.00% | Add +87.0% | 1,109,739 | $8.8M |
| Van Eck Associates Corp. | 0.01% | Add +10.6% | 1,073,203 | $8.5M |
| D. E. Shaw & Co. | 0.01% | Reduce -5.2% | 1,010,427 | $8.0M |
| Vanguard Portfolio Management LLC | 0.00% | Add +34.0% | 756,372 | $6.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +24.9% | 752,156 | $5.9M |
| UBS Group AG | 0.00% | Add +23.6% | 718,377 | $5.7M |
| AQR Capital Management | 0.00% | Add +110.9% | 712,061 | $5.6M |
| Morgan Stanley | 0.00% | Add +111.0% | 615,610 | $4.9M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +31.5% | 614,225 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +11.8% | 477,827 | $3.8M |
| Hudson Bay Capital Management LP | 0.02% | New | 432,156 | $3.4M |
| Segall Bryant & Hamill, LLC | 0.04% | Reduce -7.5% | 408,368 | $3.2M |
| Summit Financial, LLC | 0.03% | New | 388,455 | $3.1M |
| Odyssean, LLC | 0.48% | Add +144.8% | 374,410 | $3.0M |
| Bank of America Corp. | 0.00% | Reduce -14.6% | 350,673 | $2.8M |
| Verition Fund Management LLC | 0.02% | Add +58.1% | 335,615 | $2.7M |
| Renaissance Technologies | 0.00% | Reduce -57.4% | 288,700 | $2.3M |
| Wolverine Asset Management LLC | 0.12% | Add +48.6% | 285,237 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Add +45.5% | 264,202 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +11.5% | 247,749 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.4% | 231,634 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Reduce -30.2% | 225,000 | $1.8M |
| Citadel Advisors | 0.00% | Add +1349.6% | 221,066 | $1.7M |
| Firethorn Wealth Partners, LLC | 0.55% | Add +87.4% | 216,600 | $1.7M |
| Atom Investors LP | 0.15% | New | 213,771 | $1.7M |
| Bramshill Investments, LLC | 0.13% | Add +1.2% | 211,265 | $1.7M |
| VARCOV Co. | 0.62% | New | 207,364 | $1.6M |
| Millennium Management | 0.00% | Reduce -21.8% | 174,277 | $1.4M |
| Nuveen, LLC | 0.00% | Add +24.1% | 167,784 | $1.3M |
| Wells Fargo & Company | 0.00% | Add +51.3% | 156,636 | $1.2M |
| Penserra Capital Management LLC | 0.01% | Add +3.4% | 156,323 | $1.2M |
| Graham Capital Management, L.P. | 0.05% | Add +26.0% | 152,866 | $1.2M |
| Squarepoint Ops LLC | 0.00% | Add +36.0% | 142,866 | $1.1M |
| PVG Asset Management Corp. | 0.61% | Add +3.9% | 133,630 | $1.1M |
| Ieq Capital, LLC | 0.00% | Add +123.6% | 130,496 | $1.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +37.6% | 126,671 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Add +10.0% | 125,429 | $988K |
| LPL Financial LLC | 0.00% | Reduce -4.6% | 120,900 | $955K |
| Rhumbline Advisers | 0.00% | Add +25.1% | 115,295 | $911K |
| Centiva Capital, LP | 0.03% | New | 100,000 | $790K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 98,930 | $782K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -20.3% | 98,865 | $781K |
| WINTON GROUP Ltd | 0.02% | New | 92,000 | $727K |
| Deutsche Bank AG | 0.00% | Add +81.6% | 89,002 | $703K |
| Envestnet Asset Management Inc. | 0.00% | Add +358.5% | 88,421 | $699K |
| Marshall Wace, LLP | 0.00% | New | 84,622 | $669K |
| Two Sigma Securities, LLC | 0.06% | New | 81,219 | $642K |
| LSV Asset Management | 0.00% | Reduce -1.0% | 77,623 | $613K |
| Quantbot Technologies LP | 0.02% | New | 69,792 | $551K |
| Russell Investments Group, Ltd. | 0.00% | Add +77.8% | 68,485 | $541K |
| Virtu Financial LLC | 0.02% | New | 67,225 | $531K |
| Alliancebernstein L.P. | 0.00% | No change | 64,217 | $519K |
| Franklin Resources Inc. | 0.00% | Add +38.9% | 62,495 | $494K |
| IFP Advisors, Inc | 0.01% | Add +1697.8% | 60,872 | $481K |
| Straight Path Wealth Management | 0.11% | Add +12.3% | 59,500 | $470K |
| MetLife Investment Management, LLC | 0.00% | Add +56.3% | 53,379 | $422K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.3% | 50,165 | $396K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -32.8% | 50,126 | $396K |
| Quantinno Capital Management LP | 0.00% | Add +8.8% | 49,522 | $391K |
| Citigroup Inc. | 0.00% | Add +375.4% | 48,884 | $386K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -40.5% | 48,258 | $381K |
| Osaic Holdings, Inc. | 0.00% | Add +109.4% | 48,130 | $380K |
| Mariner, LLC | 0.00% | New | 47,724 | $377K |
| Royal Bank of Canada | 0.00% | Add +531.0% | 47,374 | $374K |
| SeaCrest Wealth Management, LLC | 0.04% | New | 46,009 | $363K |
| Vanguard Global Advisers, LLC | 0.00% | Add +45.1% | 40,523 | $320K |
| US Bancorp \de | 0.00% | Add +11199.4% | 36,497 | $288K |
| Sterling Capital Management LLC | 0.00% | Add +1305.6% | 35,898 | $284K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 34,390 | $272K |
| State of Wyoming | 0.03% | Reduce -18.0% | 33,619 | $266K |
| PFG Investments, LLC | 0.01% | Reduce -51.3% | 32,481 | $257K |
| Range Financial Group LLC | 0.07% | Add +0.6% | 31,026 | $245K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +139.1% | 30,739 | $244K |
| Cerity Partners LLC | 0.00% | Add +173.1% | 29,903 | $236K |
| Gsa Capital Partners LLP | 0.01% | New | 29,481 | $233K |
| Nisa Investment Advisors, LLC | 0.00% | Add +328.0% | 27,036 | $217K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | No change | 27,196 | $215K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +39.1% | 26,902 | $213K |
| Vident Advisory, LLC | 0.00% | Add +9.9% | 25,467 | $201K |
| Caption Management, LLC | 0.01% | No change | 25,000 | $198K |
| Mercer Global Advisors Inc. | 0.00% | Add +43.2% | 24,865 | $196K |
| 180 Wealth Advisors, LLC | 0.02% | Add +7.4% | 24,597 | $194K |
| New York State Common Retirement Fund | 0.00% | No change | 24,226 | $191K |
| FMR LLC | 0.00% | Add +79.2% | 24,162 | $191K |
| Barclays PLC | 0.00% | Reduce -8.9% | 21,931 | $173K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +11.1% | 21,223 | $168K |
| Morling Financial Advisors, LLC | 0.05% | Add +4.5% | 21,196 | $167K |
| Pallas Capital Advisors LLC | 0.00% | New | 20,275 | $160K |
| Intech Investment Management LLC | 0.00% | Reduce -17.4% | 18,679 | $148K |
| Jain Global LLC | 0.00% | New | 17,900 | $141K |
| STRS Ohio | 0.00% | Add +44.4% | 17,900 | $141K |
| J. Safra Sarasin Holding AG | 0.00% | New | 17,504 | $138K |
| Voya Investment Management LLC | 0.00% | Add +50.7% | 17,235 | $136K |
| Virtus Advisers, LLC | 0.05% | Reduce -4.0% | 16,704 | $132K |
| Dynamic Technology Lab Private Ltd | 0.03% | New | 16,095 | $127K |
| Legal & General Group Plc | 0.00% | Add +133.6% | 15,769 | $125K |
| Creative Planning | 0.00% | Reduce -5.0% | 15,765 | $125K |
| Continuum Advisory, LLC | 0.01% | Reduce -1.6% | 15,633 | $124K |
| Prudential Financial Inc. | 0.00% | Reduce -93.9% | 14,922 | $118K |
| Visionary Wealth Advisors | 0.00% | No change | 14,900 | $118K |
| Sei Investments Co. | 0.00% | Reduce -85.6% | 14,763 | $117K |
| Rockefeller Capital Management L.P. | 0.00% | Add +943.8% | 14,405 | $114K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.8% | 13,974 | $110K |
| BNP Paribas Financial Markets | 0.00% | Reduce -19.1% | 13,619 | $108K |
| Walleye Trading LLC | 0.00% | New | 13,609 | $108K |
| Integrated Wealth Concepts LLC | 0.00% | Add +20.3% | 13,200 | $104K |
| Arax Advisory Partners | 0.00% | New | 12,966 | $102K |
| Captrust Financial Advisors | 0.00% | New | 12,949 | $102K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 11,974 | $95K |
| ProShare Advisors LLC | 0.00% | Add +6.8% | 11,942 | $94K |
| Equitable Holdings, Inc. | 0.00% | New | 11,360 | $90K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 11,168 | $88K |
| StoneX Group Inc. | 0.00% | New | 10,937 | $86K |
| Victory Capital Management Inc. | 0.00% | New | 10,695 | $84K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -34.0% | 10,328 | $82K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 10,000 | $79K |
| Global Retirement Partners, LLC | 0.00% | — | 8,813 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +33.8% | 8,278 | $65K |
| Allworth Financial LP | 0.00% | Add +22.9% | 7,593 | $60K |
| Spire Wealth Management | 0.00% | Reduce -10.9% | 7,355 | $58K |
| Group One Trading LLC | 0.00% | Reduce -52.4% | 5,939 | $47K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 5,770 | $46K |
| Jones Financial Companies LLLP | 0.00% | Add +114.6% | 5,412 | $43K |
| Bogart Wealth, LLC | 0.00% | No change | 4,711 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +48.0% | 4,642 | $37K |
| Simplex Trading, LLC | 0.00% | Reduce -77.5% | 3,655 | $29K |
| Signaturefd, LLC | 0.00% | Add +391.3% | 3,380 | $27K |
| Osbon Capital Management LLC | 0.02% | New | 2,674 | $21K |
| IFG Advisory, LLC | 0.00% | New | 2,500 | $20K |
| Parallel Advisors, LLC | 0.00% | Add +0.7% | 1,285 | $10K |
| Larson Financial Group LLC | 0.00% | Add +4577.8% | 1,263 | $10K |
| GAMMA Investing LLC | 0.00% | Reduce -22.7% | 1,218 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Add +23.9% | 1,126 | $9K |
| LGT Financial Advisors LLC | 0.05% | No change | 1,109 | $9K |
| California State Teachers Retirement System | 0.00% | Reduce -74.6% | 1,080 | $9K |
| Essential Partners LLC | 0.00% | Add +110.1% | 876 | $7K |
| Versant Capital Management, Inc | 0.00% | Reduce -11.1% | 792 | $6K |
| Federated Hermes, Inc. | 0.00% | New | 691 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +186.4% | 633 | $5K |
| Rothschild Investment LLC | 0.00% | Add +71.2% | 512 | $4K |
| Optiver Holding B.V. | 0.00% | Reduce -33.2% | 438 | $3K |
| True Wealth Design, LLC | 0.00% | Reduce -4.0% | 436 | $3K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 389 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Add +173.7% | 323 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 209 | $2K |
| SHP Wealth Management | 0.00% | New | 200 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +45.7% | 185 | $1K |
| National Bank of Canada | 0.00% | No change | 180 | $1K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 163 | $1K |
| Covestor Ltd | 0.00% | Add +283.7% | 165 | $1K |
| City State Bank | 0.00% | No change | 100 | $790 |
| Harbour Investments, Inc. | 0.00% | Add +4.6% | 91 | $720 |
| Fifth Third Bancorp | 0.00% | No change | 91 | $719 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 71 | $560 |
| Cornerstone Financial Management LLC | 0.00% | No change | 70 | $553 |
| Stone House Investment Management, LLC | 0.00% | New | 70 | $553 |
| Parkside Financial Bank & Trust | 0.00% | No change | 60 | $474 |
| Archer Investment Corp | 0.00% | Add +4.3% | 49 | $385 |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +22.9% | 43 | $340 |
| Lodestone Wealth Management LLC | 0.00% | No change | 30 | $237 |
| NFSG Corp | 0.00% | No change | 30 | $237 |
| Clearstead Advisors, LLC | 0.00% | New | 24 | $190 |
| SJS Investment Consulting Inc. | 0.00% | New | 24 | $190 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 23 | $182 |
| Abound Wealth Management | 0.00% | New | 21 | $166 |
| Napier Financial, LLC | 0.00% | Reduce -83.3% | 16 | $126 |
| Ares Financial Consulting, LLC | 0.00% | Add +1400.0% | 15 | $119 |
| Hager Investment Management Services, LLC | 0.00% | No change | 15 | $115 |
| Philadelphia Investment Partners, LLC | 0.00% | No change | 10 | $86 |
| Fortitude Family Office, LLC | 0.00% | No change | 7 | $55 |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4 | $32 |
| Bell Investment Advisors, Inc | 0.00% | No change | 1 | $8 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -100.0% | 1 | $4 |
"% of holder's portfolio" is IVR's weight in each manager's 13F, not the share of Invesco Mortgage Capital the manager owns.