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.
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 | 674 | $11.2B |
| Q1 2026 | 639 | $10.2B |
| Q4 2025 | 631 | $10.8B |
| Q3 2025 | 566 | $8.98B |
| Q2 2025 | 521 | $6.50B |
| Q1 2025 | 519 | $6.17B |
| Q4 2024 | 526 | $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 | 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, 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 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 7 | $106 | 0.00% | +7 | New |
| SOA Wealth Advisors, LLC. | 7 | $107 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 9 | $137 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | 13 | $197 | 0.00% | +4+44.4% | Added |
| Parkworth Wealth Management, Inc. | 14 | $212 | 0.00% | −5−26.3% | Reduced |
| NVWM, LLC | 15 | $228 | 0.00% | −36−70.6% | Reduced |
| Crewe Advisors LLC | 16 | $243 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 17 | $258 | 0.00% | +17 | New |
| Rakuten Securities, Inc. | 20 | $303 | 0.00% | +10+100.0% | Added |
| Garde Capital, Inc. | 20 | $304 | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 35 | $478 | 0.00% | +8+29.6% | Added |
| Rise Advisors, LLC | 32 | $485 | 0.00% | +32 | New |
| AdvisorNet Financial, Inc | 33 | $501 | 0.00% | +1+3.1% | Added |
| Capital A Wealth Management, LLC | 34 | $516 | 0.00% | +15+78.9% | Added |
| WealthTrak Capital Management LLC | 40 | $607 | 0.00% | +20+100.0% | Added |
| Dunhill Financial, LLC | 41 | $622 | 0.00% | −25−37.9% | Reduced |
| Greenline Partners, LLC | 45 | $683 | 0.00% | +45 | New |
| Carolinas Wealth Consulting LLC | 51 | $774 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 55 | $834 | 0.00% | +55 | New |
| WPG Advisers, LLC | 60 | $910 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $910 | 0.00% | +33+122.2% | Added |
| Zions Bancorporation, National Association | 64 | $971 | 0.00% | +64 | New |
| Hughes Financial Services, LLC | 65 | $987 | 0.00% | +65 | New |
| Hantz Financial Services, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| CVA Family Office, LLC | 73 | $1.11K | 0.00% | −13−15.1% | Reduced |
| Creative Financial Designs Inc | 75 | $1.14K | 0.00% | −182−70.8% | Reduced |
| MV Capital Management, Inc. | 76 | $1.15K | 0.00% | −18−19.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 80 | $1.21K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 80 | $1.21K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 82 | $1.24K | 0.00% | +82 | New |
| DiNuzzo Private Wealth, Inc. | 84 | $1.27K | 0.00% | −12−12.5% | Reduced |
| Geneos Wealth Management Inc. | 86 | $1.30K | 0.00% | +43+100.0% | Added |
| Quest 10 Wealth Builders, Inc. | 90 | $1.36K | 0.00% | −615−87.2% | Reduced |
| SJS Investment Consulting Inc. | 90 | $1.37K | 0.00% | −2−2.2% | Reduced |
| NewSquare Capital LLC | 91 | $1.38K | 0.00% | +68+295.7% | Added |
| Trifecta Capital Advisors, LLC | 97 | $1.47K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 107 | $1.62K | 0.00% | −12,454−99.1% | Reduced |
| BankPlus Trust Department | 107 | $1.62K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 112 | $1.70K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 115 | $1.75K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $1.79K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 123 | $1.87K | 0.00% | −1,000−89.0% | Reduced |
| Motco | 125 | $1.90K | 0.00% | +125 | New |
| SIMA Wealth Partners, LLC | 125 | $1.90K | 0.00% | +125 | New |
| GW&K Investment Management, LLC | 112 | $2.00K | 0.00% | −14−11.1% | Reduced |
| TFC Financial Management | 140 | $2.12K | 0.00% | +63+81.8% | Added |
| Eastern Bank | 161 | $2.44K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.59K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 188 | $2.85K | 0.00% | +143+317.8% | Added |
| Wood Tarver Financial Group, LLC | 200 | $3.03K | 0.00% | −11−5.2% | Reduced |
| Grove Bank & Trust | 205 | $3.11K | 0.00% | +185+925.0% | Added |
| Cape Investment Advisory, Inc. | 220 | $3.34K | 0.00% | −74−25.2% | Reduced |
| WealthCollab, LLC | 235 | $3.56K | 0.00% | +56+31.3% | Added |
| Farmers & Merchants Investments Inc | 247 | $3.75K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 59,519 | $3.87K | 0.00% | +59,280+24,803.3% | Added |
| Ogorek Anthony Joseph | 267 | $4.00K | 0.00% | +267 | New |
| Coston, McIsaac & Partners | 212 | $4.00K | 0.00% | +212 | New |
| DT Investment Partners, LLC | 266 | $4.04K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 267 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 267 | $4.05K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 300 | $4.05K | 0.00% | +53+21.5% | Added |
| South State Corp. | 314 | $4.76K | 0.00% | +314 | New |
| First Horizon Advisors, Inc. | 324 | $4.93K | 0.00% | −12−3.6% | Reduced |
| Private Wealth Management Group, LLC | 345 | $5.23K | 0.00% | −88−20.3% | Reduced |
| JFS Wealth Advisors, LLC | 375 | $5.69K | 0.00% | +23+6.5% | Added |
| Fortitude Family Office, LLC | 407 | $6.17K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 444 | $6.74K | 0.00% | +441+14,700.0% | Added |
| Red Tortoise LLC | 446 | $6.77K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 446 | $6.77K | 0.00% | +446 | New |
| Dogwood Wealth Management LLC | 478 | $7.25K | 0.00% | +6+1.3% | Added |
| Leonteq Securities AG | 504 | $7.57K | 0.00% | −12,666−96.2% | Reduced |
| Brown Brothers Harriman & Co | 508 | $7.71K | 0.00% | +356+234.2% | Added |
| Continuum Advisory, LLC | 526 | $7.98K | 0.00% | −99−15.8% | Reduced |
| Avion Wealth | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 530 | $8.00K | 0.00% | +171+47.6% | Added |
| Steward Partners Investment Advisory, LLC | 563 | $8.54K | 0.00% | −4−0.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 249 | $11.0K | 0.00% | −3,848−93.9% | Reduced |
| Lindbrook Capital, LLC | 734 | $11.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 750 | $11.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 867 | $13.2K | 0.00% | +769+784.7% | Added |
| Gables Capital Management Inc. | 934 | $14.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 946 | $14.4K | 0.00% | −144−13.2% | Reduced |
| CoreCap Advisors, LLC | 948 | $14.4K | 0.00% | +548+137.0% | Added |
| Rosenberg Matthew Hamilton | 950 | $14.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,001 | $15.2K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,056 | $16.0K | 0.00% | +132+14.3% | Added |
| Ronald Blue Trust, Inc. | 1,069 | $16.2K | 0.00% | +473+79.4% | Added |
| Whittier Trust Co | 1,114 | $16.9K | 0.00% | −431−27.9% | Reduced |
| Walleye Capital LLC | 1,234 | $18.7K | 0.00% | +1,234 | New |
| Caitong International Asset Management Co., Ltd | 1,271 | $19.3K | 0.01% | −1,470−53.6% | Reduced |
| Crews Bank & Trust | 1,325 | $20.1K | 0.00% | −1,200−47.5% | Reduced |
| Private Trust Co NA | 1,353 | $20.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,366 | $20.7K | 0.00% | +104+8.2% | Added |
| Massmutual Trust Co FSB | 1,521 | $23.1K | 0.00% | +264+21.0% | Added |
| Optimum Investment Advisors | 1,600 | $24.3K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,799 | $27.3K | 0.00% | +29+1.6% | Added |
| Deseret Mutual Benefit Administrators | 1,824 | $27.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,828 | $28.0K | 0.00% | −145−7.3% | Reduced |
| Federated Hermes, Inc. | 1,969 | $29.9K | 0.00% | +1,282+186.6% | Added |