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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 3,603 | $54.7K | 0.00% | +20+0.6% | Added |
| Truvestments Capital LLC | 3,519 | $53.4K | 0.01% | −419−10.6% | Reduced |
| Evelyn Partners Investment Management LLP | 3,470 | $52.6K | 0.00% | −142−3.9% | Reduced |
| Curat Global, LLC | 3,220 | $48.8K | 0.06% | +3,220 | New |
| Versant Capital Management, Inc | 3,080 | $46.7K | 0.01% | +2,234+264.1% | Added |
| Parallel Advisors, LLC | 3,074 | $46.6K | 0.00% | −578−15.8% | Reduced |
| Principal Securities, Inc. | 2,483 | $43.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,740 | $41.6K | 0.00% | +2,740 | New |
| Clear Street Markets LLC | 2,688 | $40.8K | 0.03% | +2,688 | New |
| Silvant Capital Management LLC | 2,649 | $40.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,513 | $38.0K | 0.00% | −351−12.3% | Reduced |
| Huntington National Bank | 2,485 | $37.7K | 0.00% | +1,832+280.6% | Added |
| Parkside Financial Bank & Trust | 2,302 | $34.9K | 0.00% | +1,527+197.0% | Added |
| Manchester Capital Management LLC | 2,220 | $33.7K | 0.00% | +510+29.8% | Added |
| True Wealth Design, LLC | 2,194 | $33.3K | 0.01% | −2,989−57.7% | Reduced |
| Boston Private Wealth LLC | 2,131 | $32.3K | 0.00% | +2,131 | New |
| HHM Wealth Advisors, LLC | 2,100 | $31.9K | 0.00% | −7−0.3% | Reduced |
| Pinnacle Bancorp, Inc. | 2,000 | $30.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,985 | $30.1K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,969 | $29.9K | 0.00% | +1,282+186.6% | Added |
| Ci Investments Inc. | 1,828 | $28.0K | 0.00% | −145−7.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,824 | $27.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,799 | $27.3K | 0.00% | +29+1.6% | Added |
| Optimum Investment Advisors | 1,600 | $24.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,521 | $23.1K | 0.00% | +264+21.0% | Added |
| IFP Advisors, Inc | 1,366 | $20.7K | 0.00% | +104+8.2% | Added |
| Private Trust Co NA | 1,353 | $20.5K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,325 | $20.1K | 0.00% | −1,200−47.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,271 | $19.3K | 0.01% | −1,470−53.6% | Reduced |
| Walleye Capital LLC | 1,234 | $18.7K | 0.00% | +1,234 | New |
| Whittier Trust Co | 1,114 | $16.9K | 0.00% | −431−27.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,069 | $16.2K | 0.00% | +473+79.4% | Added |
| Hexagon Capital Partners LLC | 1,056 | $16.0K | 0.00% | +132+14.3% | Added |
| Cromwell Holdings LLC | 1,001 | $15.2K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $14.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 948 | $14.4K | 0.00% | +548+137.0% | Added |
| Smartleaf Asset Management LLC | 946 | $14.4K | 0.00% | −144−13.2% | Reduced |
| Gables Capital Management Inc. | 934 | $14.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 867 | $13.2K | 0.00% | +769+784.7% | Added |
| Salem Investment Counselors Inc | 750 | $11.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 734 | $11.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 249 | $11.0K | 0.00% | −3,848−93.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 563 | $8.54K | 0.00% | −4−0.7% | Reduced |
| Avion Wealth | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 530 | $8.00K | 0.00% | +171+47.6% | Added |
| Continuum Advisory, LLC | 526 | $7.98K | 0.00% | −99−15.8% | Reduced |
| Brown Brothers Harriman & Co | 508 | $7.71K | 0.00% | +356+234.2% | Added |
| Leonteq Securities AG | 504 | $7.57K | 0.00% | −12,666−96.2% | Reduced |
| Dogwood Wealth Management LLC | 478 | $7.25K | 0.00% | +6+1.3% | Added |
| Red Tortoise LLC | 446 | $6.77K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 446 | $6.77K | 0.00% | +446 | New |
| Larson Financial Group LLC | 444 | $6.74K | 0.00% | +441+14,700.0% | Added |
| Fortitude Family Office, LLC | 407 | $6.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 375 | $5.69K | 0.00% | +23+6.5% | Added |
| Private Wealth Management Group, LLC | 345 | $5.23K | 0.00% | −88−20.3% | Reduced |
| First Horizon Advisors, Inc. | 324 | $4.93K | 0.00% | −12−3.6% | Reduced |
| South State Corp. | 314 | $4.76K | 0.00% | +314 | New |
| Cornerstone Planning Group LLC | 300 | $4.05K | 0.00% | +53+21.5% | Added |
| Bell Investment Advisors, Inc | 267 | $4.05K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 267 | $4.05K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 266 | $4.04K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 267 | $4.00K | 0.00% | +267 | New |
| Coston, McIsaac & Partners | 212 | $4.00K | 0.00% | +212 | New |
| Whipplewood Advisors, LLC | 59,519 | $3.87K | 0.00% | +59,280+24,803.3% | Added |
| Farmers & Merchants Investments Inc | 247 | $3.75K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 235 | $3.56K | 0.00% | +56+31.3% | Added |
| Cape Investment Advisory, Inc. | 220 | $3.34K | 0.00% | −74−25.2% | Reduced |
| Grove Bank & Trust | 205 | $3.11K | 0.00% | +185+925.0% | Added |
| Wood Tarver Financial Group, LLC | 200 | $3.03K | 0.00% | −11−5.2% | Reduced |
| Sound Income Strategies, LLC | 188 | $2.85K | 0.00% | +143+317.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.59K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 161 | $2.44K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 140 | $2.12K | 0.00% | +63+81.8% | Added |
| GW&K Investment Management, LLC | 112 | $2.00K | 0.00% | −14−11.1% | Reduced |
| SIMA Wealth Partners, LLC | 125 | $1.90K | 0.00% | +125 | New |
| Motco | 125 | $1.90K | 0.00% | +125 | New |
| Central Trust Co | 123 | $1.87K | 0.00% | −1,000−89.0% | Reduced |
| Prestige Wealth Management Group LLC | 118 | $1.79K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 115 | $1.75K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 112 | $1.70K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 107 | $1.62K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 107 | $1.62K | 0.00% | −12,454−99.1% | Reduced |
| Trifecta Capital Advisors, LLC | 97 | $1.47K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 91 | $1.38K | 0.00% | +68+295.7% | Added |
| SJS Investment Consulting Inc. | 90 | $1.37K | 0.00% | −2−2.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 90 | $1.36K | 0.00% | −615−87.2% | Reduced |
| Geneos Wealth Management Inc. | 86 | $1.30K | 0.00% | +43+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 84 | $1.27K | 0.00% | −12−12.5% | Reduced |
| Highline Wealth Partners LLC | 82 | $1.24K | 0.00% | +82 | New |
| 1620 Investment Advisors, Inc. | 80 | $1.21K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $1.21K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 76 | $1.15K | 0.00% | −18−19.1% | Reduced |
| Creative Financial Designs Inc | 75 | $1.14K | 0.00% | −182−70.8% | Reduced |
| CVA Family Office, LLC | 73 | $1.11K | 0.00% | −13−15.1% | Reduced |
| Hantz Financial Services, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| Hughes Financial Services, LLC | 65 | $987 | 0.00% | +65 | New |
| Zions Bancorporation, National Association | 64 | $971 | 0.00% | +64 | New |
| WPG Advisers, LLC | 60 | $910 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $910 | 0.00% | +33+122.2% | Added |