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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 233,209 | $3.54M | 0.01% | +79,959+52.2% | Added |
| Jump Financial, LLC | 231,218 | $3.51M | 0.05% | +53,608+30.2% | Added |
| SEI Investments Co | 215,587 | $3.27M | 0.00% | +13,200+6.5% | Added |
| Franklin Resources Inc | 214,102 | $3.25M | 0.00% | +22,661+11.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 214,018 | $3.25M | 0.01% | +35,161+19.7% | Added |
| Engineers Gate Manager LP | 202,516 | $3.07M | 0.05% | −60,729−23.1% | Reduced |
| Nisa Investment Advisors, LLC | 199,155 | $3.02M | 0.02% | +40,665+25.7% | Added |
| LPL Financial LLC | 194,827 | $2.96M | 0.00% | +2,922+1.5% | Added |
| Wells Fargo & Company | 188,543 | $2.86M | 0.00% | −2,121−1.1% | Reduced |
| Susquehanna International Group, LLP | 185,528 | $2.81M | 0.00% | −81,631−30.6% | Reduced |
| ProShare Advisors LLC | 181,801 | $2.76M | 0.01% | +7,507+4.3% | Added |
| HRT Financial LP | 172,038 | $2.61M | 0.02% | +59,609+53.0% | Added |
| Rathbone Brothers plc | 171,680 | $2.60M | 0.01% | −500−0.3% | Reduced |
| Janus Henderson Group PLC | 171,125 | $2.60M | 0.00% | +2,051+1.2% | Added |
| Mackenzie Financial Corp | 171,207 | $2.60M | 0.00% | −110,220−39.2% | Reduced |
| Storebrand Asset Management AS | 168,596 | $2.56M | 0.01% | −14,765−8.1% | Reduced |
| Toronto Dominion Bank | 168,420 | $2.55M | 0.01% | −262,431−60.9% | Reduced |
| Treasurer of the State of North Carolina | 167,191 | $2.54M | 0.01% | +6,530+4.1% | Added |
| CWM, LLC | 163,434 | $2.48M | 0.01% | +862+0.5% | Added |
| Rafferty Asset Management, LLC | 160,174 | $2.43M | 0.01% | −9,985−5.9% | Reduced |
| State of Wisconsin Investment Board | 160,019 | $2.43M | 0.01% | +70,202+78.2% | Added |
| Alaska Permanent Fund Corp | 171,220 | $2.39M | 0.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 155,000 | $2.35M | 0.02% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 153,900 | $2.33M | 0.00% | +108,900+242.0% | Added |
| Econ Financial Services Corp | 151,166 | $2.29M | 1.22% | +29,632+24.4% | Added |
| Erste Asset Management GmbH | 140,617 | $2.14M | 0.03% | +10,433+8.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 139,643 | $2.12M | 0.02% | +17,374+14.2% | Added |
| Thrivent Financial for Lutherans | 134,643 | $2.04M | 0.00% | −74,068−35.5% | Reduced |
| American Century Companies Inc | 133,993 | $2.03M | 0.00% | −3,631−2.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 132,206 | $2.01M | 0.02% | 00.0% | Unchanged |
| Continental Advisors LLC | 131,690 | $2.00M | 1.48% | −38,600−22.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 130,642 | $1.98M | 0.00% | +5,342+4.3% | Added |
| Venture Visionary Partners LLC | 129,099 | $1.96M | 0.08% | +7,829+6.5% | Added |
| QRG Capital Management, Inc. | 127,477 | $1.93M | 0.02% | +5,543+4.5% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $1.91M | 0.07% | 00.0% | Unchanged |
| Trexquant Investment LP | 125,257 | $1.90M | 0.02% | −457,996−78.5% | Reduced |
| STRS Ohio | 124,267 | $1.89M | 0.01% | +3,494+2.9% | Added |
| Dark Forest Capital Management LP | 124,036 | $1.88M | 0.09% | +124,036 | New |
| State of Michigan Retirement System | 121,498 | $1.84M | 0.01% | −500−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 120,403 | $1.83M | 0.01% | +15,360+14.6% | Added |
| Public Employees Retirement System of Ohio | 120,309 | $1.83M | 0.01% | −12,994−9.7% | Reduced |
| Pathstone Holdings, LLC | 119,697 | $1.82M | 0.01% | +3,854+3.3% | Added |
| Voya Investment Management LLC | 118,251 | $1.79M | 0.00% | −535−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 115,614 | $1.75M | 0.00% | +20,464+21.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 114,956 | $1.74M | 0.00% | −26,008−18.5% | Reduced |
| MetLife Investment Management | 114,867 | $1.74M | 0.01% | −2,610−2.2% | Reduced |
| Raymond James Financial Inc | 112,938 | $1.71M | 0.00% | −250−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 109,791 | $1.67M | 0.01% | −11,759−9.7% | Reduced |
| Brandywine Global Investment Management, LLC | 108,480 | $1.65M | 0.01% | +14,924+16.0% | Added |
| Hancock Whitney Corp | 107,466 | $1.63M | 0.05% | +59,041+121.9% | Added |
| UniSuper Management Pty Ltd | 103,504 | $1.57M | 0.01% | +14,959+16.9% | Added |
| Czech National Bank | 102,898 | $1.56M | 0.01% | +5,450+5.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 102,452 | $1.55M | 0.01% | +6,888+7.2% | Added |
| Corebridge Financial, Inc. | 102,380 | $1.55M | 0.01% | −3,456−3.3% | Reduced |
| Russell Investments Group, Ltd. | 101,792 | $1.54M | 0.00% | −3,402−3.2% | Reduced |
| The PNC Financial Services Group, Inc. | 100,992 | $1.53M | 0.00% | −4,881−4.6% | Reduced |
| Valueworks LLC | 99,826 | $1.51M | 0.57% | −107,565−51.9% | Reduced |
| ARGA Investment Management, LP | 99,080 | $1.50M | 0.05% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 98,613 | $1.50M | 0.00% | +678+0.7% | Added |
| Ensign Peak Advisors, Inc | 98,025 | $1.49M | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 97,469 | $1.48M | 0.00% | −460−0.5% | Reduced |
| Mariner, LLC | 97,377 | $1.48M | 0.00% | −518−0.5% | Reduced |
| Arizona State Retirement System | 96,689 | $1.47M | 0.01% | −1,267−1.3% | Reduced |
| Retirement Systems of Alabama | 96,270 | $1.46M | 0.01% | −1,035−1.1% | Reduced |
| Baird Financial Group, Inc. | 96,066 | $1.46M | 0.00% | −1,328−1.4% | Reduced |
| Guggenheim Capital LLC | 93,237 | $1.41M | 0.01% | +30,912+49.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 91,500 | $1.39M | 0.09% | +43,077+89.0% | Added |
| Janney Montgomery Scott LLC | 88,343 | $1.34M | 0.00% | −103−0.1% | Reduced |
| Vident Advisory, LLC | 87,903 | $1.33M | 0.02% | +12,645+16.8% | Added |
| Wealthfront Advisers LLC | 87,003 | $1.32M | 0.00% | −615−0.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 86,290 | $1.31M | 0.01% | +4,120+5.0% | Added |
| Qsemble Capital Management, LP | 85,836 | $1.30M | 0.14% | −140−0.2% | Reduced |
| Jones Financial Companies LLLP | 85,574 | $1.30M | 0.00% | +20,324+31.1% | Added |
| Cetera Investment Advisers | 85,234 | $1.29M | 0.00% | +6,239+7.9% | Added |
| Versor Investments LP | 84,800 | $1.29M | 0.21% | −46,300−35.3% | Reduced |
| Lazard Asset Management LLC | 84,670 | $1.28M | 0.00% | +21,033+33.1% | Added |
| Cozad Asset Management Inc | 84,011 | $1.27M | 0.13% | +84,011 | New |
| Highland Capital Management, LLC | 83,245 | $1.26M | 0.08% | −7,280−8.0% | Reduced |
| Mercer Global Advisors Inc | 81,914 | $1.24M | 0.00% | +5,635+7.4% | Added |
| Amalgamated Bank | 81,210 | $1.23M | 0.01% | −1,174−1.4% | Reduced |
| Carrera Capital Advisors | 79,493 | $1.21M | 0.27% | +10,781+15.7% | Added |
| TD Asset Management Inc | 79,317 | $1.20M | 0.00% | −1,561−1.9% | Reduced |
| Kiker Wealth Management, LLC | 78,693 | $1.19M | 0.81% | −1,944−2.4% | Reduced |
| CSS LLC | 77,557 | $1.18M | 0.08% | +49,500+176.4% | Added |
| Greenwood Capital Associates LLC | 77,463 | $1.18M | 0.16% | +5,777+8.1% | Added |
| Impax Asset Management Group plc | 77,334 | $1.17M | 0.01% | +2,661+3.6% | Added |
| Handelsbanken Fonder AB | 77,000 | $1.17M | 0.00% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 48,136 | $1.16M | 0.05% | +7,672+19.0% | Added |
| Adage Capital Partners GP, L.L.C. | 75,941 | $1.15M | 0.00% | +75,941 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75,384 | $1.14M | 0.00% | −2,361−3.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 73,940 | $1.12M | 0.00% | +1,194+1.6% | Added |
| Mork Capital Management, LLC | 73,400 | $1.11M | 0.87% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 72,872 | $1.11M | 0.02% | −6,009−7.6% | Reduced |
| Advisor Group Holdings, Inc. | 72,420 | $1.10M | 0.00% | +30,862+74.3% | Added |
| Harmony Asset Management LLC | 72,410 | $1.10M | 0.46% | +1,010+1.4% | Added |
| Bridgewater Associates, LP | 70,921 | $1.08M | 0.00% | −17,782−20.0% | Reduced |
| Maltese Capital Management LLC | 70,000 | $1.06M | 0.17% | +70,000 | New |
| Standard Life Aberdeen plc | 68,257 | $1.03M | 0.00% | +37,543+122.2% | Added |
| KBC Group NV | 67,672 | $1.03M | 0.00% | −22,327−24.8% | Reduced |
| Neuberger Berman Group LLC | 67,087 | $1.02M | 0.00% | +2,152+3.3% | Added |