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 158 institutions that hold shares in the stock, with a total of 27.2 Million shares, which have been reported (via 13F filing form) to have a value of $217 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
|
$2,027
0.0% of portfolio
|
Q2 2025
Reduced 46.57%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
219
shares
|
$1,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
180
shares
|
$1,420
0.0% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
175
shares
|
$1,380
0.0% of portfolio
|
Q2 2025
Added 66.67%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
164
shares
|
$1,293
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
114
shares
|
$899
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
103
shares
|
$812
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
103
shares
|
$812
0.0% of portfolio
|
Q2 2025
Reduced 57.44%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
100
shares
|
$789
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
69
shares
|
$544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
60
shares
|
$473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
57
shares
|
$449
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
55
shares
|
$433
0.0% of portfolio
|
Q2 2025
Reduced 31.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
47
shares
|
$370
0.0% of portfolio
|
Q2 2025
Reduced 17.54%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
42
shares
|
$331
0.0% of portfolio
|
Q2 2024
Reduced 79.71%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
39
shares
|
$307
0.0% of portfolio
|
Q2 2025
Reduced 48.0%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
36
shares
|
$284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
33
shares
|
$260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
30
shares
|
$236
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
25
shares
|
$197
0.0% of portfolio
|
Q2 2025
Reduced 64.79%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
15
shares
|
$118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
5
shares
|
$39
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
2
shares
|
$15
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 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
|