IVR — INVESCO MORTGAGE CAPITAL INC
As of Q2 2026, 28 SEC-registered investment managers reported holding IVR (INVESCO MORTGAGE CAPITAL INC) in their latest 13F filings, with a combined reported value of $176.50M across 22.47M shares. That is +12.6% by share count (+2.51M shares) versus the previous quarter, while reported value moved +10.0%. Ownership is concentrated: the five largest holders account for 71.7% of reported value and the top ten for 88.7%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 7 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
IVR is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 8.81M | $69.56M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 3.90M | $32.77M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 2.42M | $19.15M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 2.38M | $18.79M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 1.30M | $10.24M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 1.11M | $8.77M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 1.01M | $7.98M | 0.00% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 752.16K | $5.94M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 718.38K | $5.68M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 712.06K | $5.63M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 615.61K | $4.86M | 0.00% | Add |
| Point72 Asset Management history | Q1 2026 | 472.43K | $3.82M | 0.01% | Add |
| Citadel Advisors history | Q2 2026 | 413.67K | $3.27M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 350.67K | $2.77M | 0.00% | Reduce |
| Millennium Management history | Q2 2026 | 317.48K | $2.51M | 0.00% | Add |
| Principal Global Investors history | Q3 2023 | 239.81K | $2.40M | 0.00% | Add |
| Renaissance Technologies history | Q2 2026 | 288.70K | $2.28M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 264.20K | $2.09M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 231.63K | $1.83M | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 156.64K | $1.24M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 125.43K sh · $988.38K
- Marshall Wace 84.62K sh · $668.51K
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 472.43K sh · $3.82M
- Balyasny Asset Management sold 96.23K sh · $777.51K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 5.28M | 5.56M | 6.60M | 6.61M | 6.68M | 6.66M | 7.20M | 8.81M |
| Invesco Ltd | — | — | — | 131.25K | 125.48K | 105.23K | 89.86K | 90.01K | 101.58K | 78.78K | 71.22K | 163.51K | 95.02K | 2.32M | 2.36M | 2.27M | 2.36M | 2.56M | 2.16M | 2.42M |
| Geode Capital Management | — | — | — | 587.72K | 593.40K | 634.75K | 669.18K | 817.60K | 896.76K | 1.02M | 1.09M | 1.14M | 1.22M | 1.35M | 1.51M | 1.58M | 1.61M | 1.71M | 1.79M | 2.38M |
| Two Sigma Investments | — | — | — | — | — | 173.85K | 28.20K | 486.64K | 281.28K | 760.61K | 998.01K | 1.02M | 1.06M | 919.76K | 965.54K | 612.70K | 1.02M | 1.61M | 2.21M | 1.30M |
| Northern Trust Corp | — | — | — | 336.26K | 354.65K | 393.43K | 385.94K | 448.41K | 462.75K | 427.57K | 442.44K | 429.63K | 439.63K | 572.10K | 579.29K | 581.19K | 595.36K | 523.86K | 593.30K | 1.11M |
| D. E. Shaw & Co | — | — | — | 70.64K | 170.29K | 214.76K | 34.29K | 122.06K | 77.61K | — | 21.24K | 48.60K | 42.49K | — | — | — | — | — | 1.07M | 1.01M |
| Charles Schwab Investment Management | — | — | — | 239.64K | 244.91K | 272.50K | 272.76K | 317.13K | 345.76K | 366.05K | 381.01K | 411.79K | 427.30K | 473.68K | 505.06K | 549.84K | 562.42K | 596.03K | 601.96K | 752.16K |
| UBS Group AG | — | — | — | 36.82K | 49.22K | 133.16K | 144.67K | 102.28K | 63.88K | 223.04K | 136.01K | 120.08K | 135.88K | 1.10M | 828.04K | 571.41K | 648.45K | 1.09M | 581.21K | 718.38K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | 11.27K | — | — | — | — | 35.83K | 154.02K | 284.58K | 337.68K | 712.06K |
| Morgan Stanley | — | — | — | 304.92K | 322.99K | 365.06K | 330.69K | 450.27K | 538.10K | 456.36K | 425.49K | 380.38K | 546.54K | 502.16K | 512.65K | 363.57K | 663.23K | 438.74K | 291.79K | 615.61K |
| Citadel Advisors | — | — | — | 464.91K | 755.70K | 1.28M | 1.44M | 1.77M | 1.22M | 1.24M | 1.50M | 1.24M | 773.12K | 385.50K | 195.10K | 274.58K | 234.13K | 311.20K | 125.85K | 413.67K |
| Bank of America Corp | — | — | — | 130.02K | 124.02K | 141.12K | 43.08K | 47.84K | 63.81K | 124.35K | 38.23K | 43.49K | 46.15K | 61.05K | 58.91K | 65.71K | 26.23K | 141.59K | 410.79K | 350.67K |
| Millennium Management | — | — | — | 231.09K | 23.06K | — | 43.40K | 30.23K | 272.06K | 376.49K | 123.15K | — | 136.95K | — | — | 89.25K | 1.52M | 483.80K | 222.83K | 317.48K |
| Renaissance Technologies | — | — | — | 327.30K | 480.20K | 568.05K | 1.05M | 802.50K | 1.07M | 811.90K | 817.95K | 841.85K | 1.27M | 722.00K | 736.70K | 691.20K | 681.25K | 475.60K | 677.10K | 288.70K |
| BNY Mellon | — | — | — | 270.06K | 279.71K | 282.55K | 277.66K | 318.94K | 314.33K | 144.38K | 139.24K | 168.21K | 130.18K | 132.65K | 149.09K | 168.69K | 178.00K | 180.12K | 181.60K | 264.20K |
| Goldman Sachs Group | — | — | — | 259.73K | 144.11K | 71.75K | 58.72K | 296.04K | 581.65K | 411.31K | 226.11K | 276.65K | 480.26K | 337.06K | 368.47K | 215.25K | 632.85K | 655.58K | 332.84K | 231.63K |
| Wells Fargo & Co | — | — | — | 30.96K | 25.36K | 17.41K | 10.91K | 27.49K | 14.05K | 32.71K | 51.22K | 56.88K | 51.19K | 54.85K | 59.58K | 63.66K | 71.69K | 149.95K | 103.53K | 156.64K |
| JPMorgan Chase & Co | 34.10K | 34.10K | 12.90K | 1.29K | 1.29K | 1.29K | 79.29K | 33.00K | 81.80K | 108.51K | 157.14K | 60.50K | 141.97K | 26.84K | 31.20K | 32.43K | 74.43K | 29.59K | — | 125.43K |
| Deutsche Bank AG | — | — | — | 16.99K | 14.54K | 16.41K | 22.49K | 15.71K | 18.98K | 18.60K | 20.19K | 19.83K | 26.28K | 46.32K | 45.56K | 36.63K | 37.38K | 43.01K | 49.01K | 89.00K |
| Marshall Wace | — | — | — | — | — | — | 656.77K | — | — | — | — | — | — | — | — | 37.12K | — | 15.04K | — | 84.62K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details