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 |
|---|---|---|---|---|---|
| TownSquare Capital, LLC | 17,882 | $271.3K | 0.00% | +4,507+33.7% | Added |
| Keebeck Alpha, LP | 17,920 | $271.8K | 0.32% | +4,360+32.2% | Added |
| EPG Wealth Management LLC | 18,127 | $275.0K | 0.08% | +422+2.4% | Added |
| iA Global Asset Management Inc. | 18,223 | $276.0K | 0.00% | +18,223 | New |
| Signaturefd, LLC | 18,263 | $277.1K | 0.01% | −946−4.9% | Reduced |
| Independent Financial Group, LLC | 18,674 | $283.3K | 0.01% | +18,674 | New |
| Paragon Capital Management Ltd | 18,970 | $287.8K | 0.06% | +235+1.3% | Added |
| Teza Capital Management LLC | 19,013 | $288.4K | 0.13% | −80,856−81.0% | Reduced |
| Arkadios Wealth Advisors | 19,456 | $295.1K | 0.01% | +19,456 | New |
| Parallax Volatility Advisers, L.P. | 19,470 | $295.4K | 0.01% | +19,469+1,946,900.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,488 | $295.6K | 0.00% | +3,778+24.0% | Added |
| 111 Capital | 19,699 | $298.8K | 0.06% | +19,699 | New |
| Element Wealth, LLC | 19,854 | $301.2K | 0.16% | +99+0.5% | Added |
| Utah Retirement Systems | 20,000 | $303.4K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 20,095 | $304.8K | 0.00% | −218−1.1% | Reduced |
| MBB Public Markets I LLC | 20,251 | $307.2K | 0.04% | +20,251 | New |
| Tower Research Capital LLC (TRC) | 20,411 | $307.4K | 0.01% | −10,222−33.4% | Reduced |
| LGT Group Foundation | 20,279 | $307.6K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 20,400 | $309.9K | 0.01% | +2,044+11.1% | Added |
| Envestnet Asset Management Inc | 20,492 | $310.9K | 0.00% | +8,066+64.9% | Added |
| LifeWealth Investments, LLC | 20,725 | $314.4K | 0.07% | +8,407+68.2% | Added |
| New Mexico Educational Retirement Board | 21,014 | $319.0K | 0.01% | −400−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 21,018 | $319.3K | 0.00% | −406−1.9% | Reduced |
| CenterStar Asset Management, LLC | 21,118 | $320.5K | 0.46% | +21,118 | New |
| Quadrant Capital Group LLC | 21,388 | $324.5K | 0.01% | +20,428+2,127.9% | Added |
| Fifth Third Bancorp | 21,437 | $325.2K | 0.00% | +3,839+21.8% | Added |
| Burney Co | 21,591 | $327.5K | 0.01% | +7,139+49.4% | Added |
| SummitTX Capital, L.P. | 21,600 | $327.7K | 0.01% | +21,600 | New |
| Skandinaviska Enskilda Banken AB (publ) | 21,800 | $330.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 22,137 | $335.8K | 0.04% | +22,137 | New |
| Glenmede Trust Co NA | 22,215 | $337.0K | 0.00% | +836+3.9% | Added |
| Tennessee Valley Asset Management Partners | 22,236 | $337.3K | 0.06% | −4,698−17.4% | Reduced |
| GAMMA Investing LLC | 22,616 | $343.1K | 0.03% | +3,714+19.6% | Added |
| Pacer Advisors, Inc. | 22,895 | $347.3K | 0.00% | −13,304−36.8% | Reduced |
| Securian Asset Management, Inc | 23,682 | $359.3K | 0.01% | −472−2.0% | Reduced |
| Norinchukin Bank, The | 23,764 | $360.5K | 0.01% | +3,242+15.8% | Added |
| Louisiana State Employees Retirement System | 24,100 | $365.6K | 0.01% | −100−0.4% | Reduced |
| Farther Finance Advisors, LLC | 24,866 | $377.7K | 0.01% | +3,449+16.1% | Added |
| Centennial Wealth Advisory LLC | 25,420 | $385.6K | 0.14% | +4,711+22.7% | Added |
| Equitable Holdings, Inc. | 25,609 | $388.5K | 0.00% | −13−0.1% | Reduced |
| Colony Group, LLC | 25,888 | $392.7K | 0.00% | −9,046−25.9% | Reduced |
| Virginia Retirement Systems Et Al | 26,700 | $405.0K | 0.00% | +26,700 | New |
| Hartford Investment Management Co | 26,886 | $407.9K | 0.01% | −549−2.0% | Reduced |
| AlphaStar Capital Management, LLC | 27,124 | $411.5K | 0.04% | −534−1.9% | Reduced |
| Stock Yards Bank & Trust Co | 27,492 | $417.1K | 0.01% | −200−0.7% | Reduced |
| Strategic Advisors LLC | 27,500 | $417.2K | 0.08% | −13,500−32.9% | Reduced |
| Daiwa Securities Group Inc. | 27,541 | $418.0K | 0.00% | +3,404+14.1% | Added |
| Wellington Management Group LLP | 27,566 | $418.2K | 0.00% | +27,566 | New |
| Mather Group, LLC. | 28,529 | $432.8K | 0.01% | −7,396−20.6% | Reduced |
| Rakuten Investment Management, Inc. | 28,586 | $434.2K | 0.00% | +28,586 | New |
| Creative Planning | 28,928 | $438.8K | 0.00% | −17,833−38.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 29,263 | $443.9K | 0.00% | −300,149−91.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 29,315 | $444.7K | 0.01% | −1,553−5.0% | Reduced |
| Polymer Capital Management (US) LLC | 29,680 | $450.2K | 0.14% | +29,680 | New |
| Buckingham Strategic Partners | 29,874 | $453.2K | 0.01% | +16,197+118.4% | Added |
| MML Investors Services, LLC | 29,951 | $454.0K | 0.00% | +2,220+8.0% | Added |
| Advisors Asset Management, Inc. | 30,186 | $457.9K | 0.01% | +6,947+29.9% | Added |
| Bailard, Inc. | 31,200 | $473.3K | 0.01% | +31,200 | New |
| Investors Research Corp | 31,312 | $475.0K | 0.10% | +1,662+5.6% | Added |
| Scientech Research LLC | 31,817 | $482.7K | 0.13% | +31,817 | New |
| Public Employees Retirement Association of Colorado | 31,913 | $484.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 32,000 | $485.0K | 0.02% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 32,460 | $492.4K | 0.01% | +6,254+23.9% | Added |
| Bridgefront Capital, LLC | 33,020 | $500.9K | 0.14% | +14,737+80.6% | Added |
| Retirement Planning Co of New England, Inc. | 33,186 | $503.4K | 0.26% | +2,302+7.5% | Added |
| O'Shaughnessy Asset Management, LLC | 33,557 | $509.1K | 0.00% | −7,898−19.1% | Reduced |
| CIBC World Markets Corp | 33,653 | $510.5K | 0.00% | −16,907−33.4% | Reduced |
| Crossmark Global Holdings, Inc. | 33,689 | $511.1K | 0.01% | −538−1.6% | Reduced |
| Axq Capital, LP | 33,801 | $512.8K | 0.21% | +33,801 | New |
| Abc Arbitrage SA | 33,845 | $513.4K | 0.10% | +33,845 | New |
| Xponance, Inc. | 34,333 | $520.8K | 0.01% | −3,992−10.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,660 | $525.0K | 0.00% | +3,189+10.1% | Added |
| CI Private Wealth, LLC | 34,882 | $529.2K | 0.00% | +12,836+58.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 35,070 | $532.0K | 0.02% | +35,070 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 35,767 | $542.6K | 0.00% | +2,393+7.2% | Added |
| Mizuho Securities USA LLC | 35,871 | $544.2K | 0.01% | −6,726−15.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,439 | $553.0K | 0.00% | +398+1.1% | Added |
| Elo Mutual Pension Insurance Co | 37,006 | $561.4K | 0.01% | +37,006 | New |
| Wealthcare Advisory Partners LLC | 37,099 | $562.8K | 0.02% | +2,564+7.4% | Added |
| Integrated Wealth Concepts LLC | 37,100 | $562.8K | 0.01% | +37,100 | New |
| Woodline Partners LP | 37,850 | $574.2K | 0.00% | +10,859+40.2% | Added |
| Kestra Advisory Services, LLC | 38,315 | $581.2K | 0.00% | −5,128−11.8% | Reduced |
| Oregon Public Employees Retirement Fund | 38,507 | $584.2K | 0.01% | +20+0.1% | Added |
| Twin Capital Management Inc | 39,047 | $592.3K | 0.07% | +13,072+50.3% | Added |
| Natixis | 40,375 | $608.9K | 0.00% | −391,935−90.7% | Reduced |
| Elevated Capital Advisors, LLC | 41,084 | $623.2K | 0.17% | +1,517+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 42,737 | $648.0K | 0.00% | −1,127−2.6% | Reduced |
| Los Angeles Capital Management LLC | 44,525 | $675.4K | 0.00% | +6,086+15.8% | Added |
| Stratos Wealth Partners, LTD. | 44,956 | $682.0K | 0.01% | +8,922+24.8% | Added |
| Savant Capital, LLC | 45,353 | $688.0K | 0.01% | −94,169−67.5% | Reduced |
| Nebula Research & Development LLC | 46,010 | $698.0K | 0.06% | +46,010 | New |
| Contravisory Investment Management, Inc. | 46,795 | $709.9K | 0.15% | +46,795 | New |
| Campbell & CO Investment Adviser LLC | 46,842 | $710.6K | 0.05% | −28,326−37.7% | Reduced |
| D.A. Davidson & Co. | 47,462 | $720.0K | 0.01% | +755+1.6% | Added |
| Allworth Financial LP | 51,783 | $728.6K | 0.00% | +38,856+300.6% | Added |
| Invst, LLC | 48,054 | $729.0K | 0.10% | +48,054 | New |
| Oak Thistle LLC | 48,655 | $738.1K | 0.15% | +48,655 | New |
| Sciencast Management LP | 49,217 | $746.6K | 0.17% | +15,344+45.3% | Added |
| Rothschild Investment LLC | 49,665 | $753.4K | 0.05% | −2,935−5.6% | Reduced |
| Mutual of America Capital Management LLC | 52,100 | $790.4K | 0.01% | −1,743−3.2% | Reduced |