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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 66,397 | $1.01M | 0.06% | +34,673+109.3% | Added |
| KLP Kapitalforvaltning AS | 65,900 | $999.7K | 0.00% | −3,500−5.0% | Reduced |
| First Trust Advisors LP | 65,453 | $992.9K | 0.00% | +5,805+9.7% | Added |
| Yousif Capital Management, LLC | 65,393 | $992.0K | 0.01% | −372−0.6% | Reduced |
| Gold Investment Management Ltd. | 63,700 | $966.3K | 0.41% | +8,833+16.1% | Added |
| Tounjian Advisory Partners, LLC | 62,790 | $952.5K | 0.18% | +62,790 | New |
| CIBC Asset Management Inc | 62,588 | $949.5K | 0.00% | −1,600−2.5% | Reduced |
| Lecap Asset Management Ltd | 62,520 | $948.4K | 0.22% | −12,262−16.4% | Reduced |
| New York Life Investment Management LLC | 59,116 | $896.8K | 0.01% | +154+0.3% | Added |
| JustInvest LLC | 58,211 | $883.1K | 0.01% | +9,226+18.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 56,861 | $863.7K | 0.00% | +7,796+15.9% | Added |
| Entropy Technologies, LP | 56,084 | $850.8K | 0.08% | −6,911−11.0% | Reduced |
| Captrust Financial Advisors | 55,789 | $846.3K | 0.00% | −15,959−22.2% | Reduced |
| Teacher Retirement System of Texas | 55,575 | $843.1K | 0.00% | +55,575 | New |
| Kestra Private Wealth Services, LLC | 54,173 | $821.8K | 0.01% | −5,925−9.9% | Reduced |
| Pallas Capital Advisors LLC | 52,651 | $798.7K | 0.03% | +2,828+5.7% | Added |
| Merit Financial Group, LLC | 52,482 | $796.1K | 0.01% | +15,201+40.8% | Added |
| State of Alaska, Department of Revenue | 52,501 | $796.0K | 0.01% | +1,260+2.5% | Added |
| Dynamic Technology Lab Private Ltd | 52,291 | $793.0K | 0.11% | +52,291 | New |
| Mutual of America Capital Management LLC | 52,100 | $790.4K | 0.01% | −1,743−3.2% | Reduced |
| Rothschild Investment LLC | 49,665 | $753.4K | 0.05% | −2,935−5.6% | Reduced |
| Sciencast Management LP | 49,217 | $746.6K | 0.17% | +15,344+45.3% | Added |
| Oak Thistle LLC | 48,655 | $738.1K | 0.15% | +48,655 | New |
| Invst, LLC | 48,054 | $729.0K | 0.10% | +48,054 | New |
| Allworth Financial LP | 51,783 | $728.6K | 0.00% | +38,856+300.6% | Added |
| D.A. Davidson & Co. | 47,462 | $720.0K | 0.01% | +755+1.6% | Added |
| Campbell & CO Investment Adviser LLC | 46,842 | $710.6K | 0.05% | −28,326−37.7% | Reduced |
| Contravisory Investment Management, Inc. | 46,795 | $709.9K | 0.15% | +46,795 | New |
| Nebula Research & Development LLC | 46,010 | $698.0K | 0.06% | +46,010 | New |
| Savant Capital, LLC | 45,353 | $688.0K | 0.01% | −94,169−67.5% | Reduced |
| Stratos Wealth Partners, LTD. | 44,956 | $682.0K | 0.01% | +8,922+24.8% | Added |
| Los Angeles Capital Management LLC | 44,525 | $675.4K | 0.00% | +6,086+15.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 42,737 | $648.0K | 0.00% | −1,127−2.6% | Reduced |
| Elevated Capital Advisors, LLC | 41,084 | $623.2K | 0.17% | +1,517+3.8% | Added |
| Natixis | 40,375 | $608.9K | 0.00% | −391,935−90.7% | Reduced |
| Twin Capital Management Inc | 39,047 | $592.3K | 0.07% | +13,072+50.3% | Added |
| Oregon Public Employees Retirement Fund | 38,507 | $584.2K | 0.01% | +20+0.1% | Added |
| Kestra Advisory Services, LLC | 38,315 | $581.2K | 0.00% | −5,128−11.8% | Reduced |
| Woodline Partners LP | 37,850 | $574.2K | 0.00% | +10,859+40.2% | Added |
| Integrated Wealth Concepts LLC | 37,100 | $562.8K | 0.01% | +37,100 | New |
| Wealthcare Advisory Partners LLC | 37,099 | $562.8K | 0.02% | +2,564+7.4% | Added |
| Elo Mutual Pension Insurance Co | 37,006 | $561.4K | 0.01% | +37,006 | New |
| Cambridge Investment Research Advisors, Inc. | 36,439 | $553.0K | 0.00% | +398+1.1% | Added |
| Mizuho Securities USA LLC | 35,871 | $544.2K | 0.01% | −6,726−15.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 35,767 | $542.6K | 0.00% | +2,393+7.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 35,070 | $532.0K | 0.02% | +35,070 | New |
| CI Private Wealth, LLC | 34,882 | $529.2K | 0.00% | +12,836+58.2% | Added |
| Teachers Retirement System of the State of Kentucky | 34,660 | $525.0K | 0.00% | +3,189+10.1% | Added |
| Xponance, Inc. | 34,333 | $520.8K | 0.01% | −3,992−10.4% | Reduced |
| Abc Arbitrage SA | 33,845 | $513.4K | 0.10% | +33,845 | New |
| Axq Capital, LP | 33,801 | $512.8K | 0.21% | +33,801 | New |
| Crossmark Global Holdings, Inc. | 33,689 | $511.1K | 0.01% | −538−1.6% | Reduced |
| CIBC World Markets Corp | 33,653 | $510.5K | 0.00% | −16,907−33.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,557 | $509.1K | 0.00% | −7,898−19.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 33,186 | $503.4K | 0.26% | +2,302+7.5% | Added |
| Bridgefront Capital, LLC | 33,020 | $500.9K | 0.14% | +14,737+80.6% | Added |
| NEOS Investment Management LLC | 32,460 | $492.4K | 0.01% | +6,254+23.9% | Added |
| Vestcor Inc | 32,000 | $485.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 31,913 | $484.0K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 31,817 | $482.7K | 0.13% | +31,817 | New |
| Investors Research Corp | 31,312 | $475.0K | 0.10% | +1,662+5.6% | Added |
| Bailard, Inc. | 31,200 | $473.3K | 0.01% | +31,200 | New |
| Advisors Asset Management, Inc. | 30,186 | $457.9K | 0.01% | +6,947+29.9% | Added |
| MML Investors Services, LLC | 29,951 | $454.0K | 0.00% | +2,220+8.0% | Added |
| Buckingham Strategic Partners | 29,874 | $453.2K | 0.01% | +16,197+118.4% | Added |
| Polymer Capital Management (US) LLC | 29,680 | $450.2K | 0.14% | +29,680 | New |
| NorthCrest Asset Manangement, LLC | 29,315 | $444.7K | 0.01% | −1,553−5.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 29,263 | $443.9K | 0.00% | −300,149−91.1% | Reduced |
| Creative Planning | 28,928 | $438.8K | 0.00% | −17,833−38.1% | Reduced |
| Rakuten Investment Management, Inc. | 28,586 | $434.2K | 0.00% | +28,586 | New |
| Mather Group, LLC. | 28,529 | $432.8K | 0.01% | −7,396−20.6% | Reduced |
| Wellington Management Group LLP | 27,566 | $418.2K | 0.00% | +27,566 | New |
| Daiwa Securities Group Inc. | 27,541 | $418.0K | 0.00% | +3,404+14.1% | Added |
| Strategic Advisors LLC | 27,500 | $417.2K | 0.08% | −13,500−32.9% | Reduced |
| Stock Yards Bank & Trust Co | 27,492 | $417.1K | 0.01% | −200−0.7% | Reduced |
| AlphaStar Capital Management, LLC | 27,124 | $411.5K | 0.04% | −534−1.9% | Reduced |
| Hartford Investment Management Co | 26,886 | $407.9K | 0.01% | −549−2.0% | Reduced |
| Virginia Retirement Systems Et Al | 26,700 | $405.0K | 0.00% | +26,700 | New |
| Colony Group, LLC | 25,888 | $392.7K | 0.00% | −9,046−25.9% | Reduced |
| Equitable Holdings, Inc. | 25,609 | $388.5K | 0.00% | −13−0.1% | Reduced |
| Centennial Wealth Advisory LLC | 25,420 | $385.6K | 0.14% | +4,711+22.7% | Added |
| Farther Finance Advisors, LLC | 24,866 | $377.7K | 0.01% | +3,449+16.1% | Added |
| Louisiana State Employees Retirement System | 24,100 | $365.6K | 0.01% | −100−0.4% | Reduced |
| Norinchukin Bank, The | 23,764 | $360.5K | 0.01% | +3,242+15.8% | Added |
| Securian Asset Management, Inc | 23,682 | $359.3K | 0.01% | −472−2.0% | Reduced |
| Pacer Advisors, Inc. | 22,895 | $347.3K | 0.00% | −13,304−36.8% | Reduced |
| GAMMA Investing LLC | 22,616 | $343.1K | 0.03% | +3,714+19.6% | Added |
| Tennessee Valley Asset Management Partners | 22,236 | $337.3K | 0.06% | −4,698−17.4% | Reduced |
| Glenmede Trust Co NA | 22,215 | $337.0K | 0.00% | +836+3.9% | Added |
| State of Wyoming | 22,137 | $335.8K | 0.04% | +22,137 | New |
| Skandinaviska Enskilda Banken AB (publ) | 21,800 | $330.7K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 21,600 | $327.7K | 0.01% | +21,600 | New |
| Burney Co | 21,591 | $327.5K | 0.01% | +7,139+49.4% | Added |
| Fifth Third Bancorp | 21,437 | $325.2K | 0.00% | +3,839+21.8% | Added |
| Quadrant Capital Group LLC | 21,388 | $324.5K | 0.01% | +20,428+2,127.9% | Added |
| CenterStar Asset Management, LLC | 21,118 | $320.5K | 0.46% | +21,118 | New |
| Allspring Global Investments Holdings, LLC | 21,018 | $319.3K | 0.00% | −406−1.9% | Reduced |
| New Mexico Educational Retirement Board | 21,014 | $319.0K | 0.01% | −400−1.9% | Reduced |
| LifeWealth Investments, LLC | 20,725 | $314.4K | 0.07% | +8,407+68.2% | Added |
| Envestnet Asset Management Inc | 20,492 | $310.9K | 0.00% | +8,066+64.9% | Added |