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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 2,975,059 | $45.1M | 0.02% | −359,539−10.8% | Reduced |
| Balyasny Asset Management LLC | 3,220,523 | $48.9M | 0.12% | +3,220,523 | New |
| Norges Bank | 3,287,134 | $49.9M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,026,035 | $61.1M | 0.06% | +1,154,697+40.2% | Added |
| Charles Schwab Investment Management Inc | 4,452,945 | $67.6M | 0.01% | +29,613+0.7% | Added |
| Fisher Asset Management, LLC | 4,743,059 | $72.0M | 0.03% | +209,784+4.6% | Added |
| UBS Group AG | 6,127,705 | $93.0M | 0.02% | +2,495,254+68.7% | Added |
| Morgan Stanley | 6,546,326 | $99.3M | 0.01% | +581,307+9.7% | Added |
| Alliancebernstein L.P. | 6,985,352 | $106.0M | 0.04% | +605,161+9.5% | Added |
| Goldman Sachs Group Inc | 7,026,920 | $106.6M | 0.02% | +3,507,150+99.6% | Added |
| Northern Trust Corp | 7,083,410 | $107.5M | 0.02% | +721,947+11.3% | Added |
| AQR Capital Management LLC | 11,028,524 | $165.3M | 0.17% | +2,882,928+35.4% | Added |
| Geode Capital Management, LLC | 11,019,327 | $166.9M | 0.01% | +636,121+6.1% | Added |
| Dimensional Fund Advisors LP | 19,746,797 | $299.6M | 0.07% | −357,748−1.8% | Reduced |
| State Street Corp | 21,928,364 | $332.7M | 0.01% | +284,820+1.3% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 23,173,442 | $351.5M | 9.41% | 00.0% | Unchanged |
| BlackRock, Inc. | 47,899,333 | $726.6M | 0.02% | −7,058,893−12.8% | Reduced |
| Vanguard Group Inc | 49,262,299 | $747.3M | 0.01% | −2,232,355−4.3% | Reduced |
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $1.23B | 83.19% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,041,010−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −1,170,658−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −886,851−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −622,217−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −194,788−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −169,367−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −152,344−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −135,486−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −133,468−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −125,711−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −74,356−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −51,071−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −50,409−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −46,448−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −43,439−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −40,461−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −38,009−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −37,009−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −34,363−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −15,698−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −28,777−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −30,924−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −30,426−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −30,032−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −28,891−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −24,966−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −24,213−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −21,182−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −21,036−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −20,231−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −19,228−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −17,315−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −16,755−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −14,278−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −12,802−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −12,773−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −12,476−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −12,029−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −11,943−100.0% | Sold out |
| Iron Financial, LLC | 0 | $0 | 0.00% | −11,578−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −11,753−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,798−100.0% | Sold out |
| Poinciana Advisors Group, LLC | 0 | $0 | 0.00% | −10,001−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,876−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −7,598−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −2,585−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,379−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −2,171−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,751−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Global X Japan Co., Ltd. | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −570−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −372−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Strategic Wealth Designers | 0 | $0 | 0.00% | −21,026−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| Sugarloaf Wealth Management, LLC | – | – | – | – | Not filed |