Invesco Ltd.
IVZ- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0000914208
In the last 90 days, Invesco Ltd. insiders filed 0 open-market purchases and 4 sales; 679 institutions reported holding it in 13F filings for Q2 2026, worth $11.2B in total; Trian Fund Management is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Invesco Ltd. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
Q3 2026 data is still coming in: 413 institutions have reported holding IVZ so far. See Q3 2026
- Institutional holders
- 679
- +45 vs. Q1 2026
- Shares held
- 425.1M
- +6.61M (+1.6%) vs. Q1 2026
- Total value
- $11.2B
- +$1.03B (+10.2%) vs. Q1 2026
- New holders
- 107
- 263 more added
- Sold out
- 62
- 228 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IVZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 679 | $11.2B |
| Q1 2026 | 644 | $10.2B |
| Q4 2025 | 636 | $10.8B |
| Q3 2025 | 570 | $8.98B |
| Q2 2025 | 524 | $6.50B |
| Q1 2025 | 522 | $6.17B |
| Q4 2024 | 529 | $7.04B |
| Q3 2024 | 495 | $6.83B |
| Q2 2024 | 477 | $4.53B |
| Q1 2024 | 496 | $5.02B |
| Q4 2023 | 495 | $5.34B |
| Q3 2023 | 494 | $4.41B |
| Q2 2023 | 479 | $5.11B |
| Q1 2023 | 515 | $5.14B |
| Q4 2022 | 510 | $5.71B |
| Q3 2022 | 505 | $4.42B |
| Q2 2022 | 521 | $4.85B |
| Q1 2022 | 526 | $7.16B |
| Q4 2021 | 568 | $7.14B |
| Q3 2021 | 558 | $7.23B |
| Q2 2021 | 563 | $7.79B |
| Q1 2021 | 537 | $7.39B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $2.15B | 90.22% | 00.0% | Unchanged |
| BlackRock, Inc. | 38,713,707 | $1.02B | 0.02% | −34,114−0.1% | Reduced |
| Vanguard Capital Management LLC | 28,104,027 | $741.7M | 0.02% | +138,964+0.5% | Added |
| Dimensional Fund Advisors LP | 21,716,982 | $573.1M | 0.10% | +355,863+1.7% | Added |
| Vanguard Portfolio Management LLC | 18,458,992 | $487.1M | 0.02% | −803,831−4.2% | Reduced |
| State Street Corp | 16,793,008 | $443.2M | 0.01% | +87,930+0.5% | Added |
| Millennium Management LLC | 15,689,569 | $414.0M | 0.28% | −5,959,106−27.5% | Reduced |
| AQR Capital Management LLC | 12,604,180 | $332.6M | 0.12% | +79,749+0.6% | Added |
| Geode Capital Management, LLC | 12,503,038 | $329.4M | 0.02% | −338,156−2.6% | Reduced |
| Goldman Sachs Group Inc | 11,149,168 | $294.2M | 0.03% | +605,275+5.7% | Added |
| Price T Rowe Associates Inc | 10,616,670 | $280.2M | 0.03% | −1,501,048−12.4% | Reduced |
| Invesco Ltd. | 9,309,278 | $245.7M | 0.02% | −1,248,747−11.8% | Reduced |
| Morgan Stanley | 8,793,669 | $232.1M | 0.01% | +823,967+10.3% | Added |
| Northern Trust Corp | 6,059,777 | $159.9M | 0.02% | +52,976+0.9% | Added |
| Qube Research & Technologies Ltd | 5,348,752 | $141.2M | 0.16% | +2,763,704+106.9% | Added |
| Norges Bank | 5,210,635 | $137.5M | 0.01% | +5,210,635 | New |
| Charles Schwab Investment Management Inc | 4,400,220 | $116.1M | 0.02% | −46,621−1.0% | Reduced |
| Amundi | 3,992,511 | $105.4M | 0.03% | +2,950,411+283.1% | Added |
| Macquarie Group Ltd | 3,725,321 | $98.3M | 0.42% | +390,017+11.7% | Added |
| Nomura Asset Management International Inc. | 3,705,443 | $97.8M | 0.15% | +181,951+5.2% | Added |
| D. E. Shaw & Co., Inc. | 3,687,880 | $97.3M | 0.06% | +717,011+24.1% | Added |
| Alliancebernstein L.P. | 3,463,700 | $84.1M | 0.03% | −1,351,422−28.1% | Reduced |
| UBS Group AG | 2,848,991 | $75.2M | 0.01% | −31,270−1.1% | Reduced |
| Barclays PLC | 2,816,366 | $74.3M | 0.02% | +420,310+17.5% | Added |
| Vanguard Fiduciary Trust Co | 2,461,728 | $65.0M | 0.01% | −6,395−0.3% | Reduced |
| Bank of America Corp | 2,245,546 | $59.3M | 0.00% | −408,744−15.4% | Reduced |
| Allianz Asset Management GmbH | 2,151,209 | $56.8M | 0.05% | +969,238+82.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,969,959 | $56.0M | 0.09% | +454,882+30.0% | Added |
| Bank of New York Mellon Corp | 2,109,979 | $55.7M | 0.01% | −1,321,715−38.5% | Reduced |
| Nuveen, LLC | 1,910,544 | $50.4M | 0.01% | −39,574−2.0% | Reduced |
| SG Americas Securities, LLC | 1,876,561 | $49.5M | 0.03% | +1,814,220+2,910.2% | Added |
| Citadel Advisors LLC | 1,862,292 | $49.1M | 0.03% | +1,553,780+503.6% | Added |
| Raymond James Financial Inc | 1,812,379 | $47.8M | 0.01% | +588,853+48.1% | Added |
| Quantinno Capital Management LP | 1,809,782 | $47.8M | 0.06% | +235,054+14.9% | Added |
| Los Angeles Capital Management LLC | 1,650,885 | $43.6M | 0.16% | −444,687−21.2% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 1,625,472 | $42.9M | 1.01% | −1,345,472−45.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,609,215 | $42.5M | 0.06% | +1,581,318+5,668.4% | Added |
| JPMorgan Chase & Co | 1,590,043 | $42.2M | 0.00% | +110,377+7.5% | Added |
| Ameriprise Financial Inc | 1,511,613 | $39.9M | 0.01% | −285,771−15.9% | Reduced |
| Deutsche Bank AG | 1,502,247 | $39.6M | 0.01% | −485,182−24.4% | Reduced |
| Voloridge Investment Management, LLC | 1,480,030 | $39.1M | 0.17% | +573,329+63.2% | Added |
| Fisher Asset Management, LLC | 1,447,838 | $38.2M | 0.01% | −13,649−0.9% | Reduced |
| Squarepoint Ops LLC | 1,406,787 | $37.1M | 0.07% | +579,265+70.0% | Added |
| Royal Bank of Canada | 1,402,186 | $37.0M | 0.01% | +740,475+111.9% | Added |
| Engineers Gate Manager LP | 1,354,613 | $35.7M | 0.46% | +433,287+47.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,330,992 | $35.1M | 0.07% | +1,071,195+412.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,304,988 | $34.4M | 0.02% | +17,640+1.4% | Added |
| Wedge Capital Management L L P | 1,208,058 | $31.9M | 0.53% | −27,955−2.3% | Reduced |
| Letko, Brosseau & Associates Inc | 1,180,538 | $31.2M | 0.46% | −17,725−1.5% | Reduced |
| Basswood Capital Management, L.L.C. | 1,167,259 | $30.8M | 1.32% | −37,026−3.1% | Reduced |
| Jane Street Group, LLC | 1,065,061 | $28.1M | 0.02% | +1,051,150+7,556.3% | Added |
| Vanguard Global Advisers, LLC | 953,445 | $25.2M | 0.01% | −18,505−1.9% | Reduced |
| Bank of Montreal | 940,108 | $24.8M | 0.01% | +133,991+16.6% | Added |
| Teachers Retirement System of the State of Kentucky | 933,601 | $24.6M | 0.17% | −26,840−2.8% | Reduced |
| SEI Investments Co | 914,734 | $24.2M | 0.02% | −481,457−34.5% | Reduced |
| Todd Asset Management LLC | 899,988 | $23.8M | 0.42% | −26,725−2.9% | Reduced |
| Two Sigma Investments, LP | 889,615 | $23.5M | 0.02% | +502,470+129.8% | Added |
| BNP Paribas Arbitrage, SA | 878,328 | $23.2M | 0.01% | −212,721−19.5% | Reduced |
| Ieq Capital, LLC | 847,307 | $22.4M | 0.10% | −67,077−7.3% | Reduced |
| Trexquant Investment LP | 778,963 | $20.6M | 0.13% | +736,377+1,729.2% | Added |
| HSBC Holdings PLC | 720,753 | $19.0M | 0.01% | +46,716+6.9% | Added |
| NFJ Investment Group, LLC | 717,486 | $18.9M | 0.64% | +717,486 | New |
| Capital Fund Management S.A. | 716,388 | $18.9M | 0.14% | +376,422+110.7% | Added |
| Swiss National Bank | 713,200 | $18.8M | 0.01% | +9,700+1.4% | Added |
| California Public Employees Retirement System | 706,675 | $18.6M | 0.01% | +8,190+1.2% | Added |
| Rhumbline Advisers | 698,049 | $18.4M | 0.01% | −47,637−6.4% | Reduced |
| Legal & General Group Plc | 692,931 | $18.3M | 0.00% | +9,480+1.4% | Added |
| Jump Financial, LLC | 688,140 | $18.2M | 0.16% | +490,539+248.2% | Added |
| Principal Financial Group Inc | 581,395 | $15.3M | 0.01% | −243,152−29.5% | Reduced |
| Wellington Management Group LLP | 574,267 | $15.2M | 0.00% | +322,118+127.7% | Added |
| STRS Ohio | 566,988 | $15.0M | 0.06% | +558,284+6,414.1% | Added |
| Franklin Resources Inc | 565,704 | $14.9M | 0.00% | −254,725−31.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 565,637 | $14.9M | 0.01% | +26,870+5.0% | Added |
| Swiss Life Asset Management Ltd | 562,440 | $14.8M | 0.06% | +562,440 | New |
| Susquehanna Portfolio Strategies, LLC | 562,086 | $14.8M | 0.24% | −13,200−2.3% | Reduced |
| First Trust Advisors LP | 507,912 | $13.4M | 0.01% | −1,316,225−72.2% | Reduced |
| Credit Agricole S A | 496,528 | $13.1M | 0.03% | −152,804−23.5% | Reduced |
| Citigroup Inc | 482,776 | $12.7M | 0.01% | −1,216,662−71.6% | Reduced |
| Endure Capital Management, LLC | 461,606 | $12.2M | 7.91% | 00.0% | Unchanged |
| Cerity Partners LLC | 453,937 | $12.0M | 0.01% | −248,197−35.3% | Reduced |
| Wealthcare Capital Management LLC | 432,545 | $11.4M | 1.08% | −33,000−7.1% | Reduced |
| California State Teachers Retirement System | 410,656 | $10.8M | 0.01% | −6,820−1.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 394,969 | $10.4M | 0.01% | +38,800+10.9% | Added |
| FMR LLC | 386,607 | $10.2M | 0.00% | −192,174−33.2% | Reduced |
| Canada Pension Plan Investment Board | 380,400 | $10.0M | 0.01% | −80,400−17.4% | Reduced |
| Mariner, LLC | 372,650 | $9.83M | 0.01% | +5,274+1.4% | Added |
| PEAK6 LLC | 370,123 | $9.77M | 0.24% | +370,123 | New |
| State Board of Administration of Florida Retirement System | 358,025 | $9.45M | 0.02% | −11,661−3.2% | Reduced |
| New York State Teachers Retirement System | 346,279 | $9.14M | 0.02% | −9,879−2.8% | Reduced |
| Vanguard Asset Management, Ltd | 343,832 | $9.07M | 0.01% | +15,445+4.7% | Added |
| Delta Global Management LP | 340,928 | $9.00M | 0.98% | −781,329−69.6% | Reduced |
| Cambridge Financial Group, Inc. | 333,010 | $8.79M | 3.06% | +9,165+2.8% | Added |
| Live Oak Private Wealth LLC | 321,030 | $8.47M | 1.06% | −17,747−5.2% | Reduced |
| Walleye Trading LLC | 296,475 | $7.82M | 0.11% | +286,473+2,864.2% | Added |
| Erste Asset Management GmbH | 289,059 | $7.60M | 0.06% | +45,896+18.9% | Added |
| Exchange Traded Concepts, LLC | 286,979 | $7.57M | 0.04% | +277,217+2,839.8% | Added |
| Victory Capital Management Inc | 282,955 | $7.47M | 0.00% | +34,491+13.9% | Added |
| Ibex Wealth Advisors | 279,655 | $7.38M | 0.58% | +8,074+3.0% | Added |
| Manufacturers Life Insurance Company, The | 277,133 | $7.31M | 0.01% | −8,751−3.1% | Reduced |
| National Bank of Canada | 271,942 | $7.18M | 0.01% | +15,761+6.2% | Added |