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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 52,291 | $793.0K | 0.11% | +52,291 | New |
| State of Alaska, Department of Revenue | 52,501 | $796.0K | 0.01% | +1,260+2.5% | Added |
| Merit Financial Group, LLC | 52,482 | $796.1K | 0.01% | +15,201+40.8% | Added |
| Pallas Capital Advisors LLC | 52,651 | $798.7K | 0.03% | +2,828+5.7% | Added |
| Kestra Private Wealth Services, LLC | 54,173 | $821.8K | 0.01% | −5,925−9.9% | Reduced |
| Teacher Retirement System of Texas | 55,575 | $843.1K | 0.00% | +55,575 | New |
| Captrust Financial Advisors | 55,789 | $846.3K | 0.00% | −15,959−22.2% | Reduced |
| Entropy Technologies, LP | 56,084 | $850.8K | 0.08% | −6,911−11.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 56,861 | $863.7K | 0.00% | +7,796+15.9% | Added |
| JustInvest LLC | 58,211 | $883.1K | 0.01% | +9,226+18.8% | Added |
| New York Life Investment Management LLC | 59,116 | $896.8K | 0.01% | +154+0.3% | Added |
| Lecap Asset Management Ltd | 62,520 | $948.4K | 0.22% | −12,262−16.4% | Reduced |
| CIBC Asset Management Inc | 62,588 | $949.5K | 0.00% | −1,600−2.5% | Reduced |
| Tounjian Advisory Partners, LLC | 62,790 | $952.5K | 0.18% | +62,790 | New |
| Gold Investment Management Ltd. | 63,700 | $966.3K | 0.41% | +8,833+16.1% | Added |
| Yousif Capital Management, LLC | 65,393 | $992.0K | 0.01% | −372−0.6% | Reduced |
| First Trust Advisors LP | 65,453 | $992.9K | 0.00% | +5,805+9.7% | Added |
| KLP Kapitalforvaltning AS | 65,900 | $999.7K | 0.00% | −3,500−5.0% | Reduced |
| Centiva Capital, LP | 66,397 | $1.01M | 0.06% | +34,673+109.3% | Added |
| Neuberger Berman Group LLC | 67,087 | $1.02M | 0.00% | +2,152+3.3% | Added |
| KBC Group NV | 67,672 | $1.03M | 0.00% | −22,327−24.8% | Reduced |
| Standard Life Aberdeen plc | 68,257 | $1.03M | 0.00% | +37,543+122.2% | Added |
| Maltese Capital Management LLC | 70,000 | $1.06M | 0.17% | +70,000 | New |
| Bridgewater Associates, LP | 70,921 | $1.08M | 0.00% | −17,782−20.0% | Reduced |
| Harmony Asset Management LLC | 72,410 | $1.10M | 0.46% | +1,010+1.4% | Added |
| Advisor Group Holdings, Inc. | 72,420 | $1.10M | 0.00% | +30,862+74.3% | Added |
| Sterling Capital Management LLC | 72,872 | $1.11M | 0.02% | −6,009−7.6% | Reduced |
| Mork Capital Management, LLC | 73,400 | $1.11M | 0.87% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 73,940 | $1.12M | 0.00% | +1,194+1.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75,384 | $1.14M | 0.00% | −2,361−3.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 75,941 | $1.15M | 0.00% | +75,941 | New |
| Vinva Investment Management Ltd | 48,136 | $1.16M | 0.05% | +7,672+19.0% | Added |
| Handelsbanken Fonder AB | 77,000 | $1.17M | 0.00% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 77,334 | $1.17M | 0.01% | +2,661+3.6% | Added |
| Greenwood Capital Associates LLC | 77,463 | $1.18M | 0.16% | +5,777+8.1% | Added |
| CSS LLC | 77,557 | $1.18M | 0.08% | +49,500+176.4% | Added |
| Kiker Wealth Management, LLC | 78,693 | $1.19M | 0.81% | −1,944−2.4% | Reduced |
| TD Asset Management Inc | 79,317 | $1.20M | 0.00% | −1,561−1.9% | Reduced |
| Carrera Capital Advisors | 79,493 | $1.21M | 0.27% | +10,781+15.7% | Added |
| Amalgamated Bank | 81,210 | $1.23M | 0.01% | −1,174−1.4% | Reduced |
| Mercer Global Advisors Inc | 81,914 | $1.24M | 0.00% | +5,635+7.4% | Added |
| Highland Capital Management, LLC | 83,245 | $1.26M | 0.08% | −7,280−8.0% | Reduced |
| Cozad Asset Management Inc | 84,011 | $1.27M | 0.13% | +84,011 | New |
| Lazard Asset Management LLC | 84,670 | $1.28M | 0.00% | +21,033+33.1% | Added |
| Versor Investments LP | 84,800 | $1.29M | 0.21% | −46,300−35.3% | Reduced |
| Cetera Investment Advisers | 85,234 | $1.29M | 0.00% | +6,239+7.9% | Added |
| Jones Financial Companies LLLP | 85,574 | $1.30M | 0.00% | +20,324+31.1% | Added |
| Qsemble Capital Management, LP | 85,836 | $1.30M | 0.14% | −140−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 86,290 | $1.31M | 0.01% | +4,120+5.0% | Added |
| Wealthfront Advisers LLC | 87,003 | $1.32M | 0.00% | −615−0.7% | Reduced |
| Vident Advisory, LLC | 87,903 | $1.33M | 0.02% | +12,645+16.8% | Added |
| Janney Montgomery Scott LLC | 88,343 | $1.34M | 0.00% | −103−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 91,500 | $1.39M | 0.09% | +43,077+89.0% | Added |
| Guggenheim Capital LLC | 93,237 | $1.41M | 0.01% | +30,912+49.6% | Added |
| Baird Financial Group, Inc. | 96,066 | $1.46M | 0.00% | −1,328−1.4% | Reduced |
| Retirement Systems of Alabama | 96,270 | $1.46M | 0.01% | −1,035−1.1% | Reduced |
| Arizona State Retirement System | 96,689 | $1.47M | 0.01% | −1,267−1.3% | Reduced |
| Mariner, LLC | 97,377 | $1.48M | 0.00% | −518−0.5% | Reduced |
| Truist Financial Corp | 97,469 | $1.48M | 0.00% | −460−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 98,025 | $1.49M | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 98,613 | $1.50M | 0.00% | +678+0.7% | Added |
| ARGA Investment Management, LP | 99,080 | $1.50M | 0.05% | 00.0% | Unchanged |
| Valueworks LLC | 99,826 | $1.51M | 0.57% | −107,565−51.9% | Reduced |
| The PNC Financial Services Group, Inc. | 100,992 | $1.53M | 0.00% | −4,881−4.6% | Reduced |
| Russell Investments Group, Ltd. | 101,792 | $1.54M | 0.00% | −3,402−3.2% | Reduced |
| Corebridge Financial, Inc. | 102,380 | $1.55M | 0.01% | −3,456−3.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 102,452 | $1.55M | 0.01% | +6,888+7.2% | Added |
| Czech National Bank | 102,898 | $1.56M | 0.01% | +5,450+5.6% | Added |
| UniSuper Management Pty Ltd | 103,504 | $1.57M | 0.01% | +14,959+16.9% | Added |
| Hancock Whitney Corp | 107,466 | $1.63M | 0.05% | +59,041+121.9% | Added |
| Brandywine Global Investment Management, LLC | 108,480 | $1.65M | 0.01% | +14,924+16.0% | Added |
| State of New Jersey Common Pension Fund D | 109,791 | $1.67M | 0.01% | −11,759−9.7% | Reduced |
| Raymond James Financial Inc | 112,938 | $1.71M | 0.00% | −250−0.2% | Reduced |
| MetLife Investment Management | 114,867 | $1.74M | 0.01% | −2,610−2.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 114,956 | $1.74M | 0.00% | −26,008−18.5% | Reduced |
| Commonwealth Equity Services, LLC | 115,614 | $1.75M | 0.00% | +20,464+21.5% | Added |
| Voya Investment Management LLC | 118,251 | $1.79M | 0.00% | −535−0.5% | Reduced |
| Pathstone Holdings, LLC | 119,697 | $1.82M | 0.01% | +3,854+3.3% | Added |
| Public Employees Retirement System of Ohio | 120,309 | $1.83M | 0.01% | −12,994−9.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 120,403 | $1.83M | 0.01% | +15,360+14.6% | Added |
| State of Michigan Retirement System | 121,498 | $1.84M | 0.01% | −500−0.4% | Reduced |
| Dark Forest Capital Management LP | 124,036 | $1.88M | 0.09% | +124,036 | New |
| STRS Ohio | 124,267 | $1.89M | 0.01% | +3,494+2.9% | Added |
| Trexquant Investment LP | 125,257 | $1.90M | 0.02% | −457,996−78.5% | Reduced |
| Systematic Alpha Investments, LLC | 126,193 | $1.91M | 0.07% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 127,477 | $1.93M | 0.02% | +5,543+4.5% | Added |
| Venture Visionary Partners LLC | 129,099 | $1.96M | 0.08% | +7,829+6.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 130,642 | $1.98M | 0.00% | +5,342+4.3% | Added |
| Continental Advisors LLC | 131,690 | $2.00M | 1.48% | −38,600−22.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 132,206 | $2.01M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 133,993 | $2.03M | 0.00% | −3,631−2.6% | Reduced |
| Thrivent Financial for Lutherans | 134,643 | $2.04M | 0.00% | −74,068−35.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 139,643 | $2.12M | 0.02% | +17,374+14.2% | Added |
| Erste Asset Management GmbH | 140,617 | $2.14M | 0.03% | +10,433+8.0% | Added |
| Econ Financial Services Corp | 151,166 | $2.29M | 1.22% | +29,632+24.4% | Added |
| Renaissance Technologies LLC | 153,900 | $2.33M | 0.00% | +108,900+242.0% | Added |
| Gabelli Funds LLC | 155,000 | $2.35M | 0.02% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 171,220 | $2.39M | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 160,019 | $2.43M | 0.01% | +70,202+78.2% | Added |
| Rafferty Asset Management, LLC | 160,174 | $2.43M | 0.01% | −9,985−5.9% | Reduced |