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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; 674 institutions reported holding it in 13F filings for Q2 2026, worth $11.2B in total; Trian Fund Management is the only superinvestor holding it.

Q1 2025 vs. Q4 2024

How the institutions holding Invesco Ltd. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of IVZ: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders5265519−2
Shares402.9M1.29M407.5M+5.90M (+1.5%)
Value$7.04B$22.6M$6.17B−$848.5M (−12.1%)

5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held Invesco Ltd. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to IVZ in Q1 2025
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC3,220,523$48.9M0.12%
Nuveen, LLC1,920,751$29.1M0.01%
ExodusPoint Capital Management, LP1,025,208$15.6M0.20%
Jefferies Financial Group Inc.951,449$14.4M0.25%
Basswood Capital Management, L.L.C.815,699$12.4M0.70%
Capital Fund Management S.A.331,196$5.02M0.06%
Cinctive Capital Management LP307,455$4.66M0.37%
Dark Forest Capital Management LP124,036$1.88M0.09%
Cozad Asset Management Inc84,011$1.27M0.13%
Adage Capital Partners GP, L.L.C.75,941$1.15M0.00%
Maltese Capital Management LLC70,000$1.06M0.17%
Tounjian Advisory Partners, LLC62,790$952.5K0.18%
Teacher Retirement System of Texas55,575$843.1K0.00%
Dynamic Technology Lab Private Ltd52,291$793.0K0.11%
Oak Thistle LLC48,655$738.1K0.15%
Invst, LLC48,054$729.0K0.10%
Contravisory Investment Management, Inc.46,795$709.9K0.15%
Nebula Research & Development LLC46,010$698.0K0.06%
Integrated Wealth Concepts LLC37,100$562.8K0.01%
Elo Mutual Pension Insurance Co37,006$561.4K0.01%
Meiji Yasuda Asset Management Co Ltd.35,070$532.0K0.02%
Abc Arbitrage SA33,845$513.4K0.10%
Axq Capital, LP33,801$512.8K0.21%
Scientech Research LLC31,817$482.7K0.13%
Bailard, Inc.31,200$473.3K0.01%
Polymer Capital Management (US) LLC29,680$450.2K0.14%
Rakuten Investment Management, Inc.28,586$434.2K0.00%
Wellington Management Group LLP27,566$418.2K0.00%
Virginia Retirement Systems Et Al26,700$405.0K0.00%
State of Wyoming22,137$335.8K0.04%
SummitTX Capital, L.P.21,600$327.7K0.01%
CenterStar Asset Management, LLC21,118$320.5K0.46%
MBB Public Markets I LLC20,251$307.2K0.04%
111 Capital19,699$298.8K0.06%
Arkadios Wealth Advisors19,456$295.1K0.01%
Independent Financial Group, LLC18,674$283.3K0.01%
iA Global Asset Management Inc.18,223$276.0K0.00%
Impact Partnership Wealth, LLC16,339$247.9K0.05%
Eisler Capital Management Ltd.15,426$234.2K0.01%
Machina Capital S.A.S.15,430$234.1K0.07%
Kaufman Rossin Wealth, LLC14,790$224.4K0.16%
Boothbay Fund Management, LLC14,488$219.8K0.01%
Cutter & CO Brokerage, Inc.13,443$203.9K0.05%
Keynote Financial Services LLC12,091$183.4K0.13%
Independent Advisor Alliance11,215$170.1K0.01%
Meeder Advisory Services, Inc.10,218$155.0K0.01%
Atlas Capital Advisors LLC7,938$120.4K0.02%
Bayforest Capital Ltd6,491$98.5K0.04%
Curat Global, LLC3,220$48.8K0.06%
Clearstead Advisors, LLC2,740$41.6K0.00%
Clear Street Markets LLC2,688$40.8K0.03%
Boston Private Wealth LLC2,131$32.3K0.00%
Walleye Capital LLC1,234$18.7K0.00%
Kestra Investment Management, LLC446$6.77K0.00%
South State Corp.314$4.76K0.00%
Ogorek Anthony Joseph267$4.00K0.00%
Coston, McIsaac & Partners212$4.00K0.00%
SIMA Wealth Partners, LLC125$1.90K0.00%
Motco125$1.90K0.00%
Highline Wealth Partners LLC82$1.24K0.00%
Hantz Financial Services, Inc.40$1.00K0.00%
Hughes Financial Services, LLC65$9870.00%
Zions Bancorporation, National Association64$9710.00%
Tidemark, LLC55$8340.00%
Greenline Partners, LLC45$6830.00%
Rise Advisors, LLC32$4850.00%
Garde Capital, Inc.20$3040.00%
HFM Investment Advisors, LLC17$2580.00%
GoalVest Advisory LLC9$1370.00%
Bay Harbor Wealth Management, LLC7$1060.00%

Sold out (72)

Institutions that held Invesco Ltd. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of IVZ in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Point72 Asset Management, L.P.2,041,010$35.7M
Azora Capital LP1,170,658$20.5M
Pzena Investment Management LLC886,851$15.5M
Channing Capital Management, LLC622,217$10.9M
Jain Global LLC194,788$3.40M
Prana Capital Management, LP169,367$2.96M
Cubist Systematic Strategies, LLC152,344$2.66M
Redwood Investment Management, LLC135,486$2.37M
Jane Street Group, LLC133,468$2.33M
Jacobs Levy Equity Management, Inc125,711$2.20M
Walleye Trading LLC74,356$1.30M
Crestline Management, LP51,071$892.7K
Group One Trading, L.P.50,409$881.1K
Fox Run Management, L.L.C.46,448$811.9K
ISAM Funds (UK) Ltd43,439$759.3K
Holocene Advisors, LP40,461$707.3K
IMC-Chicago, LLC38,009$664.4K
Aigen Investment Management, LP37,009$646.9K
Harvest Fund Management Co., Ltd34,363$601.0K
Kentucky Retirement Systems Insurance Trust Fund15,698$571.0K
Sanctuary Advisors, LLC28,777$553.1K
Kentucky Retirement Systems30,924$540.6K
Wolverine Trading, LLC30,426$531.8K
Twinbeech Capital LP30,032$525.0K
Point72 Asia (Singapore) Pte. Ltd.28,891$505.0K
Toroso Investments, LLC24,966$436.4K
Petrus Trust Company, LTA24,213$423.2K
Point72 (DIFC) Ltd21,182$370.3K
Private Advisor Group, LLC21,036$367.7K
Frank, Rimerman Advisors LLC20,231$353.6K
GTS Securities LLC19,228$336.1K
Chicago Partners Investment Group LLC17,315$296.4K
Cornercap Investment Counsel Inc16,755$292.9K
Moore Capital Management, LP14,278$249.6K
Aviance Capital Partners, LLC12,802$223.8K
Oxford Financial Group Ltd12,773$223.3K
Capital Performance Advisors LLP12,476$218.1K
Claro Advisors LLC12,300$215.0K
Sym Financial Corp12,029$210.3K
Commerce Bank11,943$208.8K
Iron Financial, LLC11,578$202.4K
Perigon Wealth Management, LLC11,753$198.3K
Meridian Wealth Advisors, LLC10,798$188.7K
Poinciana Advisors Group, LLC10,001$174.8K
Capstone Investment Advisors, LLC9,876$172.6K
Point72 Hong Kong Ltd7,598$132.8K
GeoWealth Management, LLC2,585$45.2K
Aster Capital Management (DIFC) Ltd2,379$41.6K
Colonial Trust Co2,171$37.9K
Sentry Investment Management LLC1,751$31.0K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,561$27.3K
Venturi Wealth Management, LLC1,279$22.4K
Castleview Partners, LLC1,123$19.8K
Penserra Capital Management LLC1,137$19.0K
Global X Japan Co., Ltd.796$13.9K
Elequin Capital LP570$9.96K
Raleigh Capital Management Inc.372$6.50K
Transce3nd, LLC300$5.24K
Tucker Asset Management LLC234$5.21K
Cullen/Frost Bankers, Inc.69$1.21K
Sierra Ocean, LLC66$1.17K
Caitlin John, LLC53$926
Coppell Advisory Solutions LLC43$752
BOK Financial Private Wealth, Inc.33$577
Heritage Wealth Advisors29$507
Plante Moran Financial Advisors, LLC26$454
Proequities, Inc.25$435
Sugar Maple Asset Management, LLC10$175
Chesapeake Asset Management LLC10$174
Activest Wealth Management3$52
REAP Financial Group, LLC1$9
Strategic Wealth Designers21,026–

Not filed for Q1 2025 yet (5)

Institutions that held Invesco Ltd. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVZ in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC1,294,262$22.6M
Hilltop National Bank288$5.03K
Global Retirement Partners, LLC200$3.50K
Zions Bancorporation, N.A.64$1.12K
Sugarloaf Wealth Management, LLC50$874