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 |
|---|---|---|---|---|---|
| CWM, LLC | 163,434 | $2.48M | 0.01% | +862+0.5% | Added |
| Treasurer of the State of North Carolina | 167,191 | $2.54M | 0.01% | +6,530+4.1% | Added |
| Toronto Dominion Bank | 168,420 | $2.55M | 0.01% | −262,431−60.9% | Reduced |
| Storebrand Asset Management AS | 168,596 | $2.56M | 0.01% | −14,765−8.1% | Reduced |
| Mackenzie Financial Corp | 171,207 | $2.60M | 0.00% | −110,220−39.2% | Reduced |
| Janus Henderson Group PLC | 171,125 | $2.60M | 0.00% | +2,051+1.2% | Added |
| Rathbone Brothers plc | 171,680 | $2.60M | 0.01% | −500−0.3% | Reduced |
| HRT Financial LP | 172,038 | $2.61M | 0.02% | +59,609+53.0% | Added |
| ProShare Advisors LLC | 181,801 | $2.76M | 0.01% | +7,507+4.3% | Added |
| Susquehanna International Group, LLP | 185,528 | $2.81M | 0.00% | −81,631−30.6% | Reduced |
| Wells Fargo & Company | 188,543 | $2.86M | 0.00% | −2,121−1.1% | Reduced |
| LPL Financial LLC | 194,827 | $2.96M | 0.00% | +2,922+1.5% | Added |
| Nisa Investment Advisors, LLC | 199,155 | $3.02M | 0.02% | +40,665+25.7% | Added |
| Engineers Gate Manager LP | 202,516 | $3.07M | 0.05% | −60,729−23.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 214,018 | $3.25M | 0.01% | +35,161+19.7% | Added |
| Franklin Resources Inc | 214,102 | $3.25M | 0.00% | +22,661+11.8% | Added |
| SEI Investments Co | 215,587 | $3.27M | 0.00% | +13,200+6.5% | Added |
| Jump Financial, LLC | 231,218 | $3.51M | 0.05% | +53,608+30.2% | Added |
| Great West Life Assurance Co | 233,209 | $3.54M | 0.01% | +79,959+52.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 234,956 | $3.56M | 0.01% | −890−0.4% | Reduced |
| Mubadala Investment Co PJSC | 236,500 | $3.59M | 0.02% | +16,055+7.3% | Added |
| Stifel Financial Corp | 242,343 | $3.68M | 0.00% | +60,464+33.2% | Added |
| Public Sector Pension Investment Board | 244,800 | $3.71M | 0.02% | +128,215+110.0% | Added |
| American Financial Group Inc | 245,000 | $3.72M | 1.59% | 00.0% | Unchanged |
| PEAK6 LLC | 248,151 | $3.76M | 0.15% | +195,690+373.0% | Added |
| Poehling Capital Management, LLC | 254,761 | $3.86M | 0.98% | +406+0.2% | Added |
| Gifford Fong Associates | 255,393 | $3.87M | 0.96% | 00.0% | Unchanged |
| Bank of Montreal | 256,714 | $3.89M | 0.00% | −180,580−41.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 258,351 | $3.92M | 0.01% | −3,193−1.2% | Reduced |
| New York State Common Retirement Fund | 258,990 | $3.93M | 0.01% | +27,000+11.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 279,388 | $4.24M | 0.01% | +90,794+48.1% | Added |
| Victory Capital Management Inc | 283,699 | $4.30M | 0.00% | +127,008+81.1% | Added |
| South Dakota Investment Council | 295,113 | $4.48M | 0.09% | 00.0% | Unchanged |
| Quantbot Technologies LP | 304,141 | $4.61M | 0.15% | +197,221+184.5% | Added |
| Cinctive Capital Management LP | 307,455 | $4.66M | 0.37% | +307,455 | New |
| California State Teachers Retirement System | 313,857 | $4.76M | 0.01% | −3,905−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 317,417 | $4.82M | 0.00% | −5,103−1.6% | Reduced |
| State of Tennessee, Treasury Department | 329,345 | $5.00M | 0.02% | −48,901−12.9% | Reduced |
| Capital Fund Management S.A. | 331,196 | $5.02M | 0.06% | +331,196 | New |
| Cacti Asset Management LLC | 333,017 | $5.06M | 0.40% | +6,736+2.1% | Added |
| National Bank of Canada | 343,627 | $5.21M | 0.01% | −184,024−34.9% | Reduced |
| Vontobel Holding Ltd. | 347,316 | $5.27M | 0.02% | +27,666+8.7% | Added |
| Live Oak Private Wealth LLC | 347,642 | $5.27M | 0.85% | +27,471+8.6% | Added |
| Ieq Capital, LLC | 357,154 | $5.42M | 0.04% | −133,088−27.1% | Reduced |
| Canada Pension Plan Investment Board | 371,100 | $5.63M | 0.01% | −290,700−43.9% | Reduced |
| Wesleyan Assurance Society | 372,873 | $5.66M | 0.42% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 380,020 | $5.76M | 1.06% | −89,980−19.1% | Reduced |
| Verition Fund Management LLC | 384,407 | $5.83M | 0.03% | +177,006+85.3% | Added |
| Ameriprise Financial Inc | 391,777 | $5.94M | 0.00% | +492+0.1% | Added |
| La Banque Postale Asset Management SA | 395,855 | $6.01M | 0.09% | −17,263−4.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 401,508 | $6.09M | 0.02% | +198,397+97.7% | Added |
| New York State Teachers Retirement System | 405,269 | $6.15M | 0.01% | +31,643+8.5% | Added |
| Citigroup Inc | 439,250 | $6.66M | 0.01% | +212,181+93.4% | Added |
| FMR LLC | 455,404 | $6.91M | 0.00% | −35,021−7.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 458,190 | $6.95M | 0.01% | +123,239+36.8% | Added |
| State Board of Administration of Florida Retirement System | 460,876 | $6.99M | 0.01% | +8,782+1.9% | Added |
| Algert Global LLC | 482,497 | $7.32M | 0.18% | −25,660−5.0% | Reduced |
| Bank of Nova Scotia | 490,827 | $7.45M | 0.02% | +100,151+25.6% | Added |
| Susquehanna Fundamental Investments, LLC | 493,073 | $7.48M | 0.13% | +164,427+50.0% | Added |
| Tudor Investment Corp Et Al | 521,151 | $7.91M | 0.07% | +198,370+61.5% | Added |
| Quantinno Capital Management LP | 527,531 | $8.00M | 0.05% | +202,101+62.1% | Added |
| D. E. Shaw & Co., Inc. | 529,538 | $8.03M | 0.01% | +437,343+474.4% | Added |
| California Public Employees Retirement System | 532,412 | $8.08M | 0.01% | −14,123−2.6% | Reduced |
| HSBC Holdings PLC | 542,110 | $8.17M | 0.01% | −387,401−41.7% | Reduced |
| Prudential Financial Inc | 576,959 | $8.75M | 0.01% | +480,171+496.1% | Added |
| Wealthcare Capital Management LLC | 597,545 | $9.06M | 0.92% | −33,000−5.2% | Reduced |
| Swiss National Bank | 653,100 | $9.91M | 0.01% | −10,700−1.6% | Reduced |
| AE Wealth Management LLC | 758,506 | $11.5M | 0.10% | −105,950−12.3% | Reduced |
| Cerity Partners LLC | 788,774 | $12.0M | 0.02% | −11,424−1.4% | Reduced |
| Legal & General Group Plc | 789,263 | $12.0M | 0.00% | +129,729+19.7% | Added |
| Rhumbline Advisers | 790,044 | $12.0M | 0.01% | +133,370+20.3% | Added |
| Basswood Capital Management, L.L.C. | 815,699 | $12.4M | 0.70% | +815,699 | New |
| Man Group plc | 826,566 | $12.5M | 0.04% | −77,939−8.6% | Reduced |
| Two Sigma Investments, LP | 841,369 | $12.8M | 0.03% | −1,492,337−63.9% | Reduced |
| Jefferies Financial Group Inc. | 951,449 | $14.4M | 0.25% | +951,449 | New |
| AXA S.A. | 957,468 | $14.5M | 0.05% | +866,249+949.6% | Added |
| Royal Bank of Canada | 976,702 | $14.8M | 0.00% | −58,955−5.7% | Reduced |
| ExodusPoint Capital Management, LP | 1,025,208 | $15.6M | 0.20% | +1,025,208 | New |
| Squarepoint Ops LLC | 1,042,677 | $15.8M | 0.04% | −203,162−16.3% | Reduced |
| UBS Asset Management Americas Inc | 1,046,667 | $15.9M | 0.00% | +12,685+1.2% | Added |
| Allianz Asset Management GmbH | 1,073,314 | $16.3M | 0.02% | +154,003+16.8% | Added |
| Swiss Life Asset Management Ltd | 1,177,521 | $17.9M | 0.13% | −2,555−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 1,498,442 | $18.2M | 0.04% | −213,077−12.4% | Reduced |
| Price T Rowe Associates Inc | 1,228,607 | $18.6M | 0.00% | +255,256+26.2% | Added |
| Principal Financial Group Inc | 1,398,364 | $21.2M | 0.01% | +894,105+177.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,427,515 | $21.7M | 0.02% | +436,234+44.0% | Added |
| Qube Research & Technologies Ltd | 1,486,667 | $22.6M | 0.03% | +722,075+94.4% | Added |
| JPMorgan Chase & Co | 1,517,878 | $23.0M | 0.00% | +232,269+18.1% | Added |
| Macquarie Group Ltd | 1,581,399 | $24.0M | 0.03% | +219,831+16.1% | Added |
| Letko, Brosseau & Associates Inc | 1,592,863 | $24.2M | 0.51% | −16,875−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,888,286 | $28.6M | 0.02% | −262,624−12.2% | Reduced |
| Bank of America Corp | 1,896,058 | $28.8M | 0.00% | +662,824+53.7% | Added |
| Nuveen, LLC | 1,920,751 | $29.1M | 0.01% | +1,920,751 | New |
| Bank of New York Mellon Corp | 2,492,717 | $37.8M | 0.01% | −120,771−4.6% | Reduced |
| Marshall Wace, LLP | 2,568,814 | $39.0M | 0.05% | +2,439,846+1,891.8% | Added |
| Two Sigma Advisers, LP | 2,609,800 | $39.6M | 0.09% | −1,159,100−30.8% | Reduced |
| Millennium Management LLC | 2,652,802 | $40.2M | 0.04% | −4,582,311−63.3% | Reduced |
| Barclays PLC | 2,751,707 | $41.7M | 0.02% | +88,934+3.3% | Added |
| Voloridge Investment Management, LLC | 2,876,305 | $43.6M | 0.16% | +163,167+6.0% | Added |
| Amundi | 3,204,847 | $44.3M | 0.02% | +551,588+20.8% | Added |