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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 1,985 | $30.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,000 | $30.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,100 | $31.9K | 0.00% | −7−0.3% | Reduced |
| Boston Private Wealth LLC | 2,131 | $32.3K | 0.00% | +2,131 | New |
| True Wealth Design, LLC | 2,194 | $33.3K | 0.01% | −2,989−57.7% | Reduced |
| Manchester Capital Management LLC | 2,220 | $33.7K | 0.00% | +510+29.8% | Added |
| Parkside Financial Bank & Trust | 2,302 | $34.9K | 0.00% | +1,527+197.0% | Added |
| Huntington National Bank | 2,485 | $37.7K | 0.00% | +1,832+280.6% | Added |
| Capital Analysts, LLC | 2,513 | $38.0K | 0.00% | −351−12.3% | Reduced |
| Silvant Capital Management LLC | 2,649 | $40.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,688 | $40.8K | 0.03% | +2,688 | New |
| Clearstead Advisors, LLC | 2,740 | $41.6K | 0.00% | +2,740 | New |
| Principal Securities, Inc. | 2,483 | $43.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,074 | $46.6K | 0.00% | −578−15.8% | Reduced |
| Versant Capital Management, Inc | 3,080 | $46.7K | 0.01% | +2,234+264.1% | Added |
| Curat Global, LLC | 3,220 | $48.8K | 0.06% | +3,220 | New |
| Evelyn Partners Investment Management LLP | 3,470 | $52.6K | 0.00% | −142−3.9% | Reduced |
| Truvestments Capital LLC | 3,519 | $53.4K | 0.01% | −419−10.6% | Reduced |
| TD Private Client Wealth LLC | 3,603 | $54.7K | 0.00% | +20+0.6% | Added |
| Covestor Ltd | 3,656 | $55.0K | 0.04% | −39−1.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 3,943 | $59.9K | 0.00% | +990+33.5% | Added |
| Quent Capital, LLC | 4,115 | $62.4K | 0.01% | −201−4.7% | Reduced |
| United Community Bank | 4,178 | $63.4K | 0.02% | +112+2.8% | Added |
| Credit Agricole S A | 4,259 | $64.6K | 0.00% | −99,619−95.9% | Reduced |
| EverSource Wealth Advisors, LLC | 4,600 | $69.8K | 0.00% | +863+23.1% | Added |
| Ameritas Investment Partners, Inc. | 4,888 | $74.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5,465 | $82.9K | 0.02% | +800+17.1% | Added |
| Quarry LP | 5,485 | $83.2K | 0.02% | +4,816+719.9% | Added |
| Assetmark, Inc | 5,494 | $83.3K | 0.00% | +1,998+57.2% | Added |
| Caldwell Trust Co | 5,646 | $85.7K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,157 | $93.4K | 0.00% | +689+12.6% | Added |
| MCF Advisors LLC | 6,160 | $93.4K | 0.01% | −136−2.2% | Reduced |
| Bessemer Group Inc | 6,313 | $96.0K | 0.00% | −83,591−93.0% | Reduced |
| Bayforest Capital Ltd | 6,491 | $98.5K | 0.04% | +6,491 | New |
| Danske Bank A/S | 6,500 | $98.6K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,522 | $98.9K | 0.00% | +302+4.9% | Added |
| Hoertkorn Richard Charles | 7,000 | $106.2K | 0.05% | 00.0% | Unchanged |
| Van Eck Associates Corp | 7,607 | $115.0K | 0.00% | −154,151−95.3% | Reduced |
| MUFG Securities Americas Inc. | 7,930 | $120.3K | 0.01% | +1,296+19.5% | Added |
| Atlas Capital Advisors LLC | 7,938 | $120.4K | 0.02% | +7,938 | New |
| SBI Securities Co., Ltd. | 8,258 | $125.3K | 0.00% | +1,247+17.8% | Added |
| Aquatic Capital Management LLC | 8,692 | $131.9K | 0.00% | −96,327−91.7% | Reduced |
| DekaBank Deutsche Girozentrale | 9,471 | $142.0K | 0.00% | −57−0.6% | Reduced |
| Headlands Technologies LLC | 9,596 | $145.6K | 0.02% | −5,562−36.7% | Reduced |
| Coldstream Capital Management Inc | 9,841 | $149.3K | 0.00% | −1,231−11.1% | Reduced |
| M&T Bank Corp | 10,108 | $153.3K | 0.00% | −2,237−18.1% | Reduced |
| Meeder Advisory Services, Inc. | 10,218 | $155.0K | 0.01% | +10,218 | New |
| Moors & Cabot, Inc. | 10,234 | $155.2K | 0.01% | −270−2.6% | Reduced |
| Wedmont Private Capital | 12,340 | $157.7K | 0.01% | −6,658−35.0% | Reduced |
| United Capital Financial Advisers, LLC | 10,493 | $159.2K | 0.00% | −2,016−16.1% | Reduced |
| Panagora Asset Management Inc | 10,564 | $160.3K | 0.00% | +454+4.5% | Added |
| Magnetar Financial LLC | 10,577 | $160.5K | 0.00% | −786−6.9% | Reduced |
| Shell Asset Management Co | 11,057 | $168.0K | 0.01% | −478−4.1% | Reduced |
| CX Institutional | 11,184 | $170.0K | 0.01% | +382+3.5% | Added |
| Independent Advisor Alliance | 11,215 | $170.1K | 0.01% | +11,215 | New |
| SG Americas Securities, LLC | 11,266 | $171.0K | 0.00% | +358+3.3% | Added |
| Avantax Advisory Services, Inc. | 11,411 | $173.1K | 0.00% | +278+2.5% | Added |
| Harbour Investments, Inc. | 11,562 | $175.4K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 11,621 | $176.3K | 0.00% | −4,037−25.8% | Reduced |
| Novare Capital Management LLC | 12,000 | $182.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12,033 | $182.5K | 0.01% | +11,074+1,154.7% | Added |
| Keynote Financial Services LLC | 12,091 | $183.4K | 0.13% | +12,091 | New |
| Stonebridge Capital Advisors LLC | 12,325 | $187.0K | 0.02% | −1,300−9.5% | Reduced |
| EP Wealth Advisors, LLC | 12,477 | $189.3K | 0.00% | +792+6.8% | Added |
| US Bancorp | 12,649 | $191.9K | 0.00% | −169−1.3% | Reduced |
| R Squared Ltd | 12,680 | $192.4K | 0.21% | +3,360+36.1% | Added |
| United Services Automobile Association | 12,727 | $193.3K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 12,746 | $193.4K | 0.02% | −207−1.6% | Reduced |
| V-Square Quantitative Management LLC | 12,921 | $196.0K | 0.03% | +125+1.0% | Added |
| Asset Management One Co.,Ltd. | 13,056 | $198.1K | 0.00% | −70,052−84.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,289 | $201.6K | 0.01% | −58−0.4% | Reduced |
| Everence Capital Management Inc | 13,310 | $202.0K | 0.01% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 13,443 | $203.9K | 0.05% | +13,443 | New |
| Generali Asset Management SPA SGR | 13,796 | $209.3K | 0.01% | +1,124+8.9% | Added |
| Greenleaf Trust | 13,917 | $211.1K | 0.00% | −79−0.6% | Reduced |
| Holcombe Financial, Inc. | 14,080 | $213.6K | 0.18% | 00.0% | Unchanged |
| Nomura Holdings Inc | 14,147 | $214.6K | 0.00% | −301,458−95.5% | Reduced |
| Nomura Asset Management Co Ltd | 14,355 | $217.8K | 0.00% | +100+0.7% | Added |
| Boothbay Fund Management, LLC | 14,488 | $219.8K | 0.01% | +14,488 | New |
| Simplex Trading, LLC | 14,590 | $221.0K | 0.01% | −111,144−88.4% | Reduced |
| Kaufman Rossin Wealth, LLC | 14,790 | $224.4K | 0.16% | +14,790 | New |
| XTX Topco Ltd | 14,868 | $225.5K | 0.01% | +4,176+39.1% | Added |
| Numerai GP LLC | 15,009 | $227.7K | 0.04% | −1,878−11.1% | Reduced |
| Eagle Rock Investment Company, LLC | 15,175 | $230.2K | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $233.1K | 0.00% | −17,500−53.2% | Reduced |
| Machina Capital S.A.S. | 15,430 | $234.1K | 0.07% | +15,430 | New |
| Eisler Capital Management Ltd. | 15,426 | $234.2K | 0.01% | +15,426 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 15,560 | $236.0K | 0.00% | −8,707−35.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,928 | $241.6K | 0.01% | −25,565−61.6% | Reduced |
| HighTower Advisors, LLC | 15,947 | $241.9K | 0.00% | −5,454−25.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16,087 | $244.0K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 16,097 | $244.2K | 0.01% | −7,347−31.3% | Reduced |
| NBC Securities, Inc. | 16,317 | $247.0K | 0.02% | +16,300+95,882.4% | Added |
| Impact Partnership Wealth, LLC | 16,339 | $247.9K | 0.05% | +16,339 | New |
| Forum Financial Management, LP | 16,536 | $250.9K | 0.00% | +55+0.3% | Added |
| Natixis Advisors, L.P. | 17,096 | $259.0K | 0.00% | +4,862+39.7% | Added |
| Maryland State Retirement & Pension System | 17,077 | $259.1K | 0.01% | −3,794−18.2% | Reduced |
| MAI Capital Management | 17,496 | $265.4K | 0.00% | −83−0.5% | Reduced |
| Prelude Capital Management, LLC | 17,526 | $265.9K | 0.03% | +6,506+59.0% | Added |
| International Private Wealth Advisors LLC | 17,665 | $268.0K | 0.26% | +1,472+9.1% | Added |