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 162 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $213 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
257
shares
|
$1,858
0.0% of portfolio
|
Q2 2025
Reduced 46.57%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
242
shares
|
$1,749
0.0% of portfolio
|
Q1 2025
Reduced 40.98%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
219
shares
|
$1,583
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
164
shares
|
$1,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
158
shares
|
$1,142
0.0% of portfolio
|
Q1 2025
Reduced 71.68%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
148
shares
|
$1,070
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
145
shares
|
$1,048
0.0% of portfolio
|
Q3 2024
Reduced 19.89%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
114
shares
|
$824
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
105
shares
|
$759
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
103
shares
|
$744
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
100
shares
|
$723
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
96
shares
|
$694
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
80
shares
|
$578
0.0% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
75
shares
|
$542
0.0% of portfolio
|
Q1 2025
Reduced 22.68%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
57
shares
|
$412
0.0% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
57
shares
|
$412
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
45
shares
|
$325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
42
shares
|
$303
0.0% of portfolio
|
Q2 2024
Reduced 79.71%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
30
shares
|
$216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
25
shares
|
$180
0.0% of portfolio
|
Q2 2025
Reduced 64.79%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
15
shares
|
$108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
7
shares
|
$50
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
7
shares
|
$50
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4
shares
|
$28
0.0% of portfolio
|
Q1 2025
Reduced 99.0%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2
shares
|
$14
0.0% of portfolio
|
Q4 2024
New holding
|