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 176 institutions that hold shares in the stock, with a total of 31.4 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,650
shares
|
$12,556
0.0% of portfolio
|
Q3 2025
Reduced 38.52%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
1,109
shares
|
$8,439
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
1,033
shares
|
$7,861
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,000
shares
|
$7,610
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
982
shares
|
$7,473
0.0% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
888
shares
|
$6,757
0.0% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
775
shares
|
$5,897
0.0% of portfolio
|
Q4 2025
Added 31.36%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
740
shares
|
$5,631
0.0% of portfolio
|
Q3 2025
Added 87.34%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
618
shares
|
$4,702
0.0% of portfolio
|
Q2 2025
Added 33.48%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
595
shares
|
$4,527
0.0% of portfolio
|
Q3 2025
Reduced 96.52%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
515
shares
|
$3,919
0.0% of portfolio
|
Q3 2025
Reduced 8.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
475
shares
|
$3,614
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
454
shares
|
$3,454
0.0% of portfolio
|
Q4 2025
Reduced 25.82%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
380
shares
|
$2,891
0.0% of portfolio
|
Q3 2025
Added 955.56%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
286
shares
|
$2,176
0.0% of portfolio
|
Q1 2025
Added 450.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
277
shares
|
$2,107
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
257
shares
|
$1,955
0.0% of portfolio
|
Q2 2025
Reduced 46.57%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
171
shares
|
$1,301
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
164
shares
|
$1,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
163
shares
|
$1,240
0.0% of portfolio
|
Q3 2025
Reduced 85.22%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
108
shares
|
$821
0.0% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
103
shares
|
$783
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
100
shares
|
$761
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
90
shares
|
$684
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
79
shares
|
$601
0.0% of portfolio
|
Q3 2025
Added 139.39%
|
|