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 |
|---|---|---|---|---|---|
| Ethic Inc. | 20,400 | $309.9K | 0.01% | +2,044+11.1% | Added |
| LGT Group Foundation | 20,279 | $307.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 20,411 | $307.4K | 0.01% | −10,222−33.4% | Reduced |
| MBB Public Markets I LLC | 20,251 | $307.2K | 0.04% | +20,251 | New |
| ING Groep NV | 20,095 | $304.8K | 0.00% | −218−1.1% | Reduced |
| Utah Retirement Systems | 20,000 | $303.4K | 0.00% | 00.0% | Unchanged |
| Element Wealth, LLC | 19,854 | $301.2K | 0.16% | +99+0.5% | Added |
| 111 Capital | 19,699 | $298.8K | 0.06% | +19,699 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 19,488 | $295.6K | 0.00% | +3,778+24.0% | Added |
| Parallax Volatility Advisers, L.P. | 19,470 | $295.4K | 0.01% | +19,469+1,946,900.0% | Added |
| Arkadios Wealth Advisors | 19,456 | $295.1K | 0.01% | +19,456 | New |
| Teza Capital Management LLC | 19,013 | $288.4K | 0.13% | −80,856−81.0% | Reduced |
| Paragon Capital Management Ltd | 18,970 | $287.8K | 0.06% | +235+1.3% | Added |
| Independent Financial Group, LLC | 18,674 | $283.3K | 0.01% | +18,674 | New |
| Signaturefd, LLC | 18,263 | $277.1K | 0.01% | −946−4.9% | Reduced |
| iA Global Asset Management Inc. | 18,223 | $276.0K | 0.00% | +18,223 | New |
| EPG Wealth Management LLC | 18,127 | $275.0K | 0.08% | +422+2.4% | Added |
| Keebeck Alpha, LP | 17,920 | $271.8K | 0.32% | +4,360+32.2% | Added |
| TownSquare Capital, LLC | 17,882 | $271.3K | 0.00% | +4,507+33.7% | Added |
| International Private Wealth Advisors LLC | 17,665 | $268.0K | 0.26% | +1,472+9.1% | Added |
| Prelude Capital Management, LLC | 17,526 | $265.9K | 0.03% | +6,506+59.0% | Added |
| MAI Capital Management | 17,496 | $265.4K | 0.00% | −83−0.5% | Reduced |
| Maryland State Retirement & Pension System | 17,077 | $259.1K | 0.01% | −3,794−18.2% | Reduced |
| Natixis Advisors, L.P. | 17,096 | $259.0K | 0.00% | +4,862+39.7% | Added |
| Forum Financial Management, LP | 16,536 | $250.9K | 0.00% | +55+0.3% | Added |
| Impact Partnership Wealth, LLC | 16,339 | $247.9K | 0.05% | +16,339 | New |
| NBC Securities, Inc. | 16,317 | $247.0K | 0.02% | +16,300+95,882.4% | Added |
| Apollon Wealth Management, LLC | 16,097 | $244.2K | 0.01% | −7,347−31.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16,087 | $244.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,947 | $241.9K | 0.00% | −5,454−25.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,928 | $241.6K | 0.01% | −25,565−61.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,560 | $236.0K | 0.00% | −8,707−35.9% | Reduced |
| Eisler Capital Management Ltd. | 15,426 | $234.2K | 0.01% | +15,426 | New |
| Machina Capital S.A.S. | 15,430 | $234.1K | 0.07% | +15,430 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $233.1K | 0.00% | −17,500−53.2% | Reduced |
| Eagle Rock Investment Company, LLC | 15,175 | $230.2K | 0.04% | 00.0% | Unchanged |
| Numerai GP LLC | 15,009 | $227.7K | 0.04% | −1,878−11.1% | Reduced |
| XTX Topco Ltd | 14,868 | $225.5K | 0.01% | +4,176+39.1% | Added |
| Kaufman Rossin Wealth, LLC | 14,790 | $224.4K | 0.16% | +14,790 | New |
| Simplex Trading, LLC | 14,590 | $221.0K | 0.01% | −111,144−88.4% | Reduced |
| Boothbay Fund Management, LLC | 14,488 | $219.8K | 0.01% | +14,488 | New |
| Nomura Asset Management Co Ltd | 14,355 | $217.8K | 0.00% | +100+0.7% | Added |
| Nomura Holdings Inc | 14,147 | $214.6K | 0.00% | −301,458−95.5% | Reduced |
| Holcombe Financial, Inc. | 14,080 | $213.6K | 0.18% | 00.0% | Unchanged |
| Greenleaf Trust | 13,917 | $211.1K | 0.00% | −79−0.6% | Reduced |
| Generali Asset Management SPA SGR | 13,796 | $209.3K | 0.01% | +1,124+8.9% | Added |
| Cutter & CO Brokerage, Inc. | 13,443 | $203.9K | 0.05% | +13,443 | New |
| Everence Capital Management Inc | 13,310 | $202.0K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 13,289 | $201.6K | 0.01% | −58−0.4% | Reduced |
| Asset Management One Co.,Ltd. | 13,056 | $198.1K | 0.00% | −70,052−84.3% | Reduced |
| V-Square Quantitative Management LLC | 12,921 | $196.0K | 0.03% | +125+1.0% | Added |
| Keystone Financial Group | 12,746 | $193.4K | 0.02% | −207−1.6% | Reduced |
| United Services Automobile Association | 12,727 | $193.3K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 12,680 | $192.4K | 0.21% | +3,360+36.1% | Added |
| US Bancorp | 12,649 | $191.9K | 0.00% | −169−1.3% | Reduced |
| EP Wealth Advisors, LLC | 12,477 | $189.3K | 0.00% | +792+6.8% | Added |
| Stonebridge Capital Advisors LLC | 12,325 | $187.0K | 0.02% | −1,300−9.5% | Reduced |
| Keynote Financial Services LLC | 12,091 | $183.4K | 0.13% | +12,091 | New |
| SRS Capital Advisors, Inc. | 12,033 | $182.5K | 0.01% | +11,074+1,154.7% | Added |
| Novare Capital Management LLC | 12,000 | $182.0K | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 11,621 | $176.3K | 0.00% | −4,037−25.8% | Reduced |
| Harbour Investments, Inc. | 11,562 | $175.4K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,411 | $173.1K | 0.00% | +278+2.5% | Added |
| SG Americas Securities, LLC | 11,266 | $171.0K | 0.00% | +358+3.3% | Added |
| Independent Advisor Alliance | 11,215 | $170.1K | 0.01% | +11,215 | New |
| CX Institutional | 11,184 | $170.0K | 0.01% | +382+3.5% | Added |
| Shell Asset Management Co | 11,057 | $168.0K | 0.01% | −478−4.1% | Reduced |
| Magnetar Financial LLC | 10,577 | $160.5K | 0.00% | −786−6.9% | Reduced |
| Panagora Asset Management Inc | 10,564 | $160.3K | 0.00% | +454+4.5% | Added |
| United Capital Financial Advisers, LLC | 10,493 | $159.2K | 0.00% | −2,016−16.1% | Reduced |
| Wedmont Private Capital | 12,340 | $157.7K | 0.01% | −6,658−35.0% | Reduced |
| Moors & Cabot, Inc. | 10,234 | $155.2K | 0.01% | −270−2.6% | Reduced |
| Meeder Advisory Services, Inc. | 10,218 | $155.0K | 0.01% | +10,218 | New |
| M&T Bank Corp | 10,108 | $153.3K | 0.00% | −2,237−18.1% | Reduced |
| Coldstream Capital Management Inc | 9,841 | $149.3K | 0.00% | −1,231−11.1% | Reduced |
| Headlands Technologies LLC | 9,596 | $145.6K | 0.02% | −5,562−36.7% | Reduced |
| DekaBank Deutsche Girozentrale | 9,471 | $142.0K | 0.00% | −57−0.6% | Reduced |
| Aquatic Capital Management LLC | 8,692 | $131.9K | 0.00% | −96,327−91.7% | Reduced |
| SBI Securities Co., Ltd. | 8,258 | $125.3K | 0.00% | +1,247+17.8% | Added |
| Atlas Capital Advisors LLC | 7,938 | $120.4K | 0.02% | +7,938 | New |
| MUFG Securities Americas Inc. | 7,930 | $120.3K | 0.01% | +1,296+19.5% | Added |
| Van Eck Associates Corp | 7,607 | $115.0K | 0.00% | −154,151−95.3% | Reduced |
| Hoertkorn Richard Charles | 7,000 | $106.2K | 0.05% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,522 | $98.9K | 0.00% | +302+4.9% | Added |
| Danske Bank A/S | 6,500 | $98.6K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 6,491 | $98.5K | 0.04% | +6,491 | New |
| Bessemer Group Inc | 6,313 | $96.0K | 0.00% | −83,591−93.0% | Reduced |
| MCF Advisors LLC | 6,160 | $93.4K | 0.01% | −136−2.2% | Reduced |
| Exchange Traded Concepts, LLC | 6,157 | $93.4K | 0.00% | +689+12.6% | Added |
| Caldwell Trust Co | 5,646 | $85.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 5,494 | $83.3K | 0.00% | +1,998+57.2% | Added |
| Quarry LP | 5,485 | $83.2K | 0.02% | +4,816+719.9% | Added |
| Skopos Labs, Inc. | 5,465 | $82.9K | 0.02% | +800+17.1% | Added |
| Ameritas Investment Partners, Inc. | 4,888 | $74.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,600 | $69.8K | 0.00% | +863+23.1% | Added |
| Credit Agricole S A | 4,259 | $64.6K | 0.00% | −99,619−95.9% | Reduced |
| United Community Bank | 4,178 | $63.4K | 0.02% | +112+2.8% | Added |
| Quent Capital, LLC | 4,115 | $62.4K | 0.01% | −201−4.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 3,943 | $59.9K | 0.00% | +990+33.5% | Added |
| Covestor Ltd | 3,656 | $55.0K | 0.04% | −39−1.1% | Reduced |