Stock ownership · SEC 13F · Q4 2025
INVESCO MORTGAGE CAPITAL INC
Institutional ownership of INVESCO MORTGAGE CAPITAL INC (CUSIP 46131B704) - who holds it, how concentrated it is, and what moved last quarter.
- $86K
- Reported value
- 2
- Institutions
- 100%
- Top-5 share
The verdict
2 institutions report $86K of INVESCO MORTGAGE CAPITAL INC positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 2
- institutions hold it
- $86K
- reported 13F value
- 100%
- held by top 5
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 46131B704 · Q4 2025 $0M reported
VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-QUIET · BOOK-MID
- VALUE-TRACE $0.1M
- HOLDERS-FOCUS 2 filers
- CONC-DOM 100% top-5
- PHOTO-UNK No peer
- ACTIVITY-QUIET 0 new
- BOOK-MID 7Q history
Read with: Ownership concentration guide - INVESCO MORTGAGE CAPITAL INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Institutional ownership over time
The number of institutions reporting a INVESCO MORTGAGE CAPITAL INC position has risen from 1 to 2 over the last 7 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | KW WEALTH MANAGEMENT LLC | 10,207 | $86K | 100.0% |
| 2 | Bell Investment Advisors, Inc | 1 | $9 | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO MORTGAGE CAPITAL INC's reported holders for Q4 2025, by reported value:
Frequently Asked Questions
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Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.