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 175 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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
60
shares
|
$456
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
58
shares
|
$441
0.0% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
57
shares
|
$433
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
55
shares
|
$418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
49
shares
|
$372
0.0% of portfolio
|
Q3 2025
Added 4.26%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
30
shares
|
$228
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
25
shares
|
$190
0.0% of portfolio
|
Q2 2025
Reduced 64.79%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
15
shares
|
$114
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
7
shares
|
$53
0.0% of portfolio
|
Q4 2025
Reduced 83.33%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
7
shares
|
$53
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
5
shares
|
$38
0.0% of portfolio
|
Q3 2025
Reduced 92.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2
shares
|
$15
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
1
shares
|
$7
0.0% of portfolio
|
Q4 2023
Reduced 92.86%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|