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; 670 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, Q1 2025
Institutional positions in Invesco Ltd. as of Mar 31, 2025. 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
- Institutional holders
- 519
- −2 vs. Q4 2024
- Shares held
- 407.5M
- +5.90M (+1.5%) vs. Q4 2024
- Total value
- $6.17B
- −$848.5M (−12.1%) vs. Q4 2024
- New holders
- 70
- 208 more added
- Sold out
- 72
- 177 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 | 670 | $11.2B |
| Q1 2026 | 638 | $10.2B |
| Q4 2025 | 629 | $10.8B |
| Q3 2025 | 565 | $8.98B |
| Q2 2025 | 521 | $6.50B |
| Q1 2025 | 518 | $6.17B |
| Q4 2024 | 525 | $7.04B |
| Q3 2024 | 493 | $6.83B |
| Q2 2024 | 476 | $4.53B |
| Q1 2024 | 495 | $5.02B |
| Q4 2023 | 493 | $5.34B |
| Q3 2023 | 493 | $4.41B |
| Q2 2023 | 478 | $5.11B |
| Q1 2023 | 514 | $5.14B |
| Q4 2022 | 509 | $5.71B |
| Q3 2022 | 505 | $4.42B |
| Q2 2022 | 521 | $4.85B |
| Q1 2022 | 526 | $7.16B |
| Q4 2021 | 567 | $7.14B |
| Q3 2021 | 557 | $7.23B |
| Q2 2021 | 561 | $7.78B |
| Q1 2021 | 535 | $7.39B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $1.23B | 83.19% | 00.0% | Unchanged |
| Vanguard Group Inc | 49,262,299 | $747.3M | 0.01% | −2,232,355−4.3% | Reduced |
| BlackRock, Inc. | 47,899,333 | $726.6M | 0.02% | −7,058,893−12.8% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 23,173,442 | $351.5M | 9.41% | 00.0% | Unchanged |
| State Street Corp | 21,928,364 | $332.7M | 0.01% | +284,820+1.3% | Added |
| Dimensional Fund Advisors LP | 19,746,797 | $299.6M | 0.07% | −357,748−1.8% | Reduced |
| Geode Capital Management, LLC | 11,019,327 | $166.9M | 0.01% | +636,121+6.1% | Added |
| AQR Capital Management LLC | 11,028,524 | $165.3M | 0.17% | +2,882,928+35.4% | Added |
| Northern Trust Corp | 7,083,410 | $107.5M | 0.02% | +721,947+11.3% | Added |
| Goldman Sachs Group Inc | 7,026,920 | $106.6M | 0.02% | +3,507,150+99.6% | Added |
| Alliancebernstein L.P. | 6,985,352 | $106.0M | 0.04% | +605,161+9.5% | Added |
| Morgan Stanley | 6,546,326 | $99.3M | 0.01% | +581,307+9.7% | Added |
| UBS Group AG | 6,127,705 | $93.0M | 0.02% | +2,495,254+68.7% | Added |
| Fisher Asset Management, LLC | 4,743,059 | $72.0M | 0.03% | +209,784+4.6% | Added |
| Charles Schwab Investment Management Inc | 4,452,945 | $67.6M | 0.01% | +29,613+0.7% | Added |
| Citadel Advisors LLC | 4,026,035 | $61.1M | 0.06% | +1,154,697+40.2% | Added |
| Norges Bank | 3,287,134 | $49.9M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 3,220,523 | $48.9M | 0.12% | +3,220,523 | New |
| Deutsche Bank AG | 2,975,059 | $45.1M | 0.02% | −359,539−10.8% | Reduced |
| Amundi | 3,204,847 | $44.3M | 0.02% | +551,588+20.8% | Added |
| Voloridge Investment Management, LLC | 2,876,305 | $43.6M | 0.16% | +163,167+6.0% | Added |
| Barclays PLC | 2,751,707 | $41.7M | 0.02% | +88,934+3.3% | Added |
| Millennium Management LLC | 2,652,802 | $40.2M | 0.04% | −4,582,311−63.3% | Reduced |
| Two Sigma Advisers, LP | 2,609,800 | $39.6M | 0.09% | −1,159,100−30.8% | Reduced |
| Marshall Wace, LLP | 2,568,814 | $39.0M | 0.05% | +2,439,846+1,891.8% | Added |
| Bank of New York Mellon Corp | 2,492,717 | $37.8M | 0.01% | −120,771−4.6% | Reduced |
| Nuveen, LLC | 1,920,751 | $29.1M | 0.01% | +1,920,751 | New |
| Bank of America Corp | 1,896,058 | $28.8M | 0.00% | +662,824+53.7% | Added |
| BNP Paribas Arbitrage, SA | 1,888,286 | $28.6M | 0.02% | −262,624−12.2% | Reduced |
| Letko, Brosseau & Associates Inc | 1,592,863 | $24.2M | 0.51% | −16,875−1.0% | Reduced |
| Macquarie Group Ltd | 1,581,399 | $24.0M | 0.03% | +219,831+16.1% | Added |
| JPMorgan Chase & Co | 1,517,878 | $23.0M | 0.00% | +232,269+18.1% | Added |
| Qube Research & Technologies Ltd | 1,486,667 | $22.6M | 0.03% | +722,075+94.4% | Added |
| Arrowstreet Capital, Limited Partnership | 1,427,515 | $21.7M | 0.02% | +436,234+44.0% | Added |
| Principal Financial Group Inc | 1,398,364 | $21.2M | 0.01% | +894,105+177.3% | Added |
| Price T Rowe Associates Inc | 1,228,607 | $18.6M | 0.00% | +255,256+26.2% | Added |
| CIBC Private Wealth Group, LLC | 1,498,442 | $18.2M | 0.04% | −213,077−12.4% | Reduced |
| Swiss Life Asset Management Ltd | 1,177,521 | $17.9M | 0.13% | −2,555−0.2% | Reduced |
| Allianz Asset Management GmbH | 1,073,314 | $16.3M | 0.02% | +154,003+16.8% | Added |
| UBS Asset Management Americas Inc | 1,046,667 | $15.9M | 0.00% | +12,685+1.2% | Added |
| Squarepoint Ops LLC | 1,042,677 | $15.8M | 0.04% | −203,162−16.3% | Reduced |
| ExodusPoint Capital Management, LP | 1,025,208 | $15.6M | 0.20% | +1,025,208 | New |
| Royal Bank of Canada | 976,702 | $14.8M | 0.00% | −58,955−5.7% | Reduced |
| AXA S.A. | 957,468 | $14.5M | 0.05% | +866,249+949.6% | Added |
| Jefferies Financial Group Inc. | 951,449 | $14.4M | 0.25% | +951,449 | New |
| Two Sigma Investments, LP | 841,369 | $12.8M | 0.03% | −1,492,337−63.9% | Reduced |
| Man Group plc | 826,566 | $12.5M | 0.04% | −77,939−8.6% | Reduced |
| Basswood Capital Management, L.L.C. | 815,699 | $12.4M | 0.70% | +815,699 | New |
| Rhumbline Advisers | 790,044 | $12.0M | 0.01% | +133,370+20.3% | Added |
| Legal & General Group Plc | 789,263 | $12.0M | 0.00% | +129,729+19.7% | Added |
| Cerity Partners LLC | 788,774 | $12.0M | 0.02% | −11,424−1.4% | Reduced |
| AE Wealth Management LLC | 758,506 | $11.5M | 0.10% | −105,950−12.3% | Reduced |
| Swiss National Bank | 653,100 | $9.91M | 0.01% | −10,700−1.6% | Reduced |
| Wealthcare Capital Management LLC | 597,545 | $9.06M | 0.92% | −33,000−5.2% | Reduced |
| Prudential Financial Inc | 576,959 | $8.75M | 0.01% | +480,171+496.1% | Added |
| HSBC Holdings PLC | 542,110 | $8.17M | 0.01% | −387,401−41.7% | Reduced |
| California Public Employees Retirement System | 532,412 | $8.08M | 0.01% | −14,123−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 529,538 | $8.03M | 0.01% | +437,343+474.4% | Added |
| Quantinno Capital Management LP | 527,531 | $8.00M | 0.05% | +202,101+62.1% | Added |
| Tudor Investment Corp Et Al | 521,151 | $7.91M | 0.07% | +198,370+61.5% | Added |
| Susquehanna Fundamental Investments, LLC | 493,073 | $7.48M | 0.13% | +164,427+50.0% | Added |
| Bank of Nova Scotia | 490,827 | $7.45M | 0.02% | +100,151+25.6% | Added |
| Algert Global LLC | 482,497 | $7.32M | 0.18% | −25,660−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 460,876 | $6.99M | 0.01% | +8,782+1.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458,190 | $6.95M | 0.01% | +123,239+36.8% | Added |
| FMR LLC | 455,404 | $6.91M | 0.00% | −35,021−7.1% | Reduced |
| Citigroup Inc | 439,250 | $6.66M | 0.01% | +212,181+93.4% | Added |
| New York State Teachers Retirement System | 405,269 | $6.15M | 0.01% | +31,643+8.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 401,508 | $6.09M | 0.02% | +198,397+97.7% | Added |
| La Banque Postale Asset Management SA | 395,855 | $6.01M | 0.09% | −17,263−4.2% | Reduced |
| Ameriprise Financial Inc | 391,777 | $5.94M | 0.00% | +492+0.1% | Added |
| Verition Fund Management LLC | 384,407 | $5.83M | 0.03% | +177,006+85.3% | Added |
| Olstein Capital Management, L.P. | 380,020 | $5.76M | 1.06% | −89,980−19.1% | Reduced |
| Wesleyan Assurance Society | 372,873 | $5.66M | 0.42% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 371,100 | $5.63M | 0.01% | −290,700−43.9% | Reduced |
| Ieq Capital, LLC | 357,154 | $5.42M | 0.04% | −133,088−27.1% | Reduced |
| Live Oak Private Wealth LLC | 347,642 | $5.27M | 0.85% | +27,471+8.6% | Added |
| Vontobel Holding Ltd. | 347,316 | $5.27M | 0.02% | +27,666+8.7% | Added |
| National Bank of Canada | 343,627 | $5.21M | 0.01% | −184,024−34.9% | Reduced |
| Cacti Asset Management LLC | 333,017 | $5.06M | 0.40% | +6,736+2.1% | Added |
| Capital Fund Management S.A. | 331,196 | $5.02M | 0.06% | +331,196 | New |
| State of Tennessee, Treasury Department | 329,345 | $5.00M | 0.02% | −48,901−12.9% | Reduced |
| Manufacturers Life Insurance Company, The | 317,417 | $4.82M | 0.00% | −5,103−1.6% | Reduced |
| California State Teachers Retirement System | 313,857 | $4.76M | 0.01% | −3,905−1.2% | Reduced |
| Cinctive Capital Management LP | 307,455 | $4.66M | 0.37% | +307,455 | New |
| Quantbot Technologies LP | 304,141 | $4.61M | 0.15% | +197,221+184.5% | Added |
| South Dakota Investment Council | 295,113 | $4.48M | 0.09% | 00.0% | Unchanged |
| Victory Capital Management Inc | 283,699 | $4.30M | 0.00% | +127,008+81.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 279,388 | $4.24M | 0.01% | +90,794+48.1% | Added |
| New York State Common Retirement Fund | 258,990 | $3.93M | 0.01% | +27,000+11.6% | Added |
| Robeco Institutional Asset Management B.V. | 258,351 | $3.92M | 0.01% | −3,193−1.2% | Reduced |
| Bank of Montreal | 256,714 | $3.89M | 0.00% | −180,580−41.3% | Reduced |
| Gifford Fong Associates | 255,393 | $3.87M | 0.96% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 254,761 | $3.86M | 0.98% | +406+0.2% | Added |
| PEAK6 LLC | 248,151 | $3.76M | 0.15% | +195,690+373.0% | Added |
| American Financial Group Inc | 245,000 | $3.72M | 1.59% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 244,800 | $3.71M | 0.02% | +128,215+110.0% | Added |
| Stifel Financial Corp | 242,343 | $3.68M | 0.00% | +60,464+33.2% | Added |
| Mubadala Investment Co PJSC | 236,500 | $3.59M | 0.02% | +16,055+7.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 234,956 | $3.56M | 0.01% | −890−0.4% | Reduced |