Institutional Ownership Invesco Mortgage Capital Inc. (IVR)
This table provides information about the institutional ownership of Invesco Mortgage Capital Inc. (IVR). We have compiled data on the 156 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $195 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,828
shares
|
$13,399
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
1,429
shares
|
$10,474
0.0% of portfolio
|
Q1 2025
Reduced 45.99%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,170
shares
|
$8,576
0.0% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,138
shares
|
$8,341
0.0% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,110
shares
|
$8,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
1,063
shares
|
$7,791
0.0% of portfolio
|
Q2 2024
Added 1440.58%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,056
shares
|
$7,740
0.0% of portfolio
|
Q1 2025
Reduced 39.31%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
1,044
shares
|
$7,652
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$7,330
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
940
shares
|
$6,890
0.0% of portfolio
|
Q3 2023
Reduced 9.62%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
918
shares
|
$6,728
0.0% of portfolio
|
Q1 2025
Added 496.1%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
909
shares
|
$6,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
500
shares
|
$3,665
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
481
shares
|
$3,525
0.0% of portfolio
|
Q1 2025
Added 104.68%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
463
shares
|
$3,393
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
421
shares
|
$3,085
0.0% of portfolio
|
Q4 2024
Added 58.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$2,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
384
shares
|
$2,814
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
357
shares
|
$2,616
0.0% of portfolio
|
Q1 2025
Added 47.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
354
shares
|
$2,594
0.0% of portfolio
|
Q4 2024
Reduced 39.38%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
299
shares
|
$2,191
0.0% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
291
shares
|
$2,133
0.0% of portfolio
|
Q1 2025
Added 9.81%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
286
shares
|
$2,096
0.0% of portfolio
|
Q1 2025
Added 450.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
281
shares
|
$2,059
0.0% of portfolio
|
Q4 2024
Added 134.17%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
242
shares
|
$1,773
0.0% of portfolio
|
Q1 2025
Reduced 40.98%
|