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; 679 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, Q2 2025
Institutional positions in Invesco Ltd. as of Jun 30, 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
- 524
- +7 vs. Q1 2025
- Shares held
- 411.9M
- +4.45M (+1.1%) vs. Q1 2025
- Total value
- $6.50B
- +$328.0M (+5.3%) vs. Q1 2025
- New holders
- 78
- 204 more added
- Sold out
- 71
- 186 more reduced
5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | 679 | $11.2B |
| Q1 2026 | 644 | $10.2B |
| Q4 2025 | 636 | $10.8B |
| Q3 2025 | 570 | $8.98B |
| Q2 2025 | 524 | $6.50B |
| Q1 2025 | 522 | $6.17B |
| Q4 2024 | 529 | $7.04B |
| Q3 2024 | 495 | $6.83B |
| Q2 2024 | 477 | $4.53B |
| Q1 2024 | 496 | $5.02B |
| Q4 2023 | 495 | $5.34B |
| Q3 2023 | 494 | $4.41B |
| Q2 2023 | 479 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $1.28B | 83.44% | 00.0% | Unchanged |
| Vanguard Group Inc | 51,424,928 | $811.0M | 0.01% | +2,162,629+4.4% | Added |
| BlackRock, Inc. | 45,239,328 | $713.4M | 0.01% | −2,660,005−5.6% | Reduced |
| State Street Corp | 22,260,704 | $351.1M | 0.01% | +332,340+1.5% | Added |
| Dimensional Fund Advisors LP | 21,011,543 | $331.4M | 0.08% | +1,264,746+6.4% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 14,628,455 | $230.7M | 6.08% | −8,544,987−36.9% | Reduced |
| AQR Capital Management LLC | 11,612,559 | $182.5M | 0.15% | +584,035+5.3% | Added |
| Geode Capital Management, LLC | 11,107,421 | $174.8M | 0.01% | +88,094+0.8% | Added |
| Goldman Sachs Group Inc | 10,942,724 | $172.6M | 0.03% | +3,915,804+55.7% | Added |
| Royal Bank of Canada | 8,929,559 | $140.8M | 0.03% | +7,952,857+814.3% | Added |
| Alliancebernstein L.P. | 7,924,717 | $125.0M | 0.04% | +939,365+13.4% | Added |
| Morgan Stanley | 6,662,406 | $105.1M | 0.01% | +116,080+1.8% | Added |
| Northern Trust Corp | 6,570,512 | $103.6M | 0.01% | −512,898−7.2% | Reduced |
| UBS Group AG | 5,740,028 | $90.5M | 0.02% | −387,677−6.3% | Reduced |
| Balyasny Asset Management LLC | 5,092,189 | $80.3M | 0.18% | +1,871,666+58.1% | Added |
| Fisher Asset Management, LLC | 4,938,846 | $77.9M | 0.03% | +195,787+4.1% | Added |
| Charles Schwab Investment Management Inc | 4,478,090 | $70.6M | 0.01% | +25,145+0.6% | Added |
| Citadel Advisors LLC | 4,059,439 | $64.0M | 0.06% | +33,404+0.8% | Added |
| First Trust Advisors LP | 3,380,933 | $53.3M | 0.04% | +3,315,480+5,065.4% | Added |
| Norges Bank | 3,287,134 | $51.8M | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 2,893,883 | $45.6M | 0.00% | +997,825+52.6% | Added |
| Deutsche Bank AG | 2,886,246 | $45.5M | 0.02% | −88,813−3.0% | Reduced |
| Barclays PLC | 2,670,855 | $42.1M | 0.02% | −80,852−2.9% | Reduced |
| Amundi | 2,380,778 | $39.5M | 0.01% | −824,069−25.7% | Reduced |
| Bank of New York Mellon Corp | 2,197,251 | $34.7M | 0.01% | −295,466−11.9% | Reduced |
| Nuveen, LLC | 1,885,159 | $29.7M | 0.01% | −35,592−1.9% | Reduced |
| Macquarie Group Ltd | 1,832,478 | $28.9M | 0.04% | +251,079+15.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,605,890 | $25.3M | 0.02% | +178,375+12.5% | Added |
| Letko, Brosseau & Associates Inc | 1,602,438 | $25.3M | 0.48% | +9,575+0.6% | Added |
| Principal Financial Group Inc | 1,468,826 | $23.2M | 0.01% | +70,462+5.0% | Added |
| Millennium Management LLC | 1,460,529 | $23.0M | 0.02% | −1,192,273−44.9% | Reduced |
| UBS Asset Management Americas Inc | 1,448,947 | $22.8M | 0.00% | +402,280+38.4% | Added |
| Tudor Investment Corp Et Al | 1,322,017 | $20.8M | 0.16% | +800,866+153.7% | Added |
| Price T Rowe Associates Inc | 1,237,767 | $19.5M | 0.00% | +9,160+0.7% | Added |
| AXA S.A. | 1,235,668 | $19.5M | 0.06% | +278,200+29.1% | Added |
| Swiss Life Asset Management Ltd | 1,181,302 | $18.6M | 0.11% | +3,781+0.3% | Added |
| Voloridge Investment Management, LLC | 1,163,515 | $18.3M | 0.07% | −1,712,790−59.5% | Reduced |
| Verition Fund Management LLC | 1,153,700 | $18.2M | 0.10% | +769,293+200.1% | Added |
| Allianz Asset Management GmbH | 1,139,571 | $18.0M | 0.02% | +66,257+6.2% | Added |
| BNP Paribas Arbitrage, SA | 1,098,527 | $17.3M | 0.01% | −789,759−41.8% | Reduced |
| JPMorgan Chase & Co | 1,096,073 | $17.3M | 0.00% | −421,805−27.8% | Reduced |
| Prudential Financial Inc | 1,052,329 | $16.6M | 0.02% | +475,370+82.4% | Added |
| Point72 Asset Management, L.P. | 1,012,446 | $16.0M | 0.04% | +1,012,446 | New |
| Governors Lane LP | 925,217 | $14.6M | 2.00% | +925,217 | New |
| Legal & General Group Plc | 884,579 | $13.9M | 0.00% | +95,316+12.1% | Added |
| Bank of Nova Scotia | 878,006 | $13.8M | 0.03% | +387,179+78.9% | Added |
| Rhumbline Advisers | 872,107 | $13.8M | 0.01% | +82,063+10.4% | Added |
| Quantinno Capital Management LP | 843,872 | $13.3M | 0.06% | +316,341+60.0% | Added |
| National Bank of Canada | 759,976 | $12.0M | 0.01% | +416,349+121.2% | Added |
| Two Sigma Advisers, LP | 759,900 | $12.0M | 0.02% | −1,849,900−70.9% | Reduced |
| Cerity Partners LLC | 755,667 | $11.9M | 0.02% | −33,107−4.2% | Reduced |
| Squarepoint Ops LLC | 701,211 | $11.1M | 0.02% | −341,466−32.7% | Reduced |
| Swiss National Bank | 684,500 | $10.8M | 0.01% | +31,400+4.8% | Added |
| Bank of Montreal | 676,333 | $10.7M | 0.01% | +419,619+163.5% | Added |
| Basswood Capital Management, L.L.C. | 660,240 | $10.4M | 0.52% | −155,459−19.1% | Reduced |
| Ameriprise Financial Inc | 657,670 | $10.4M | 0.00% | +265,893+67.9% | Added |
| Marshall Wace, LLP | 652,301 | $10.3M | 0.01% | −1,916,513−74.6% | Reduced |
| Capital Fund Management S.A. | 641,167 | $10.1M | 0.11% | +309,971+93.6% | Added |
| Qube Research & Technologies Ltd | 635,482 | $10.0M | 0.01% | −851,185−57.3% | Reduced |
| California Public Employees Retirement System | 630,540 | $9.94M | 0.01% | +98,128+18.4% | Added |
| HSBC Holdings PLC | 626,869 | $9.87M | 0.01% | +84,759+15.6% | Added |
| Man Group plc | 612,229 | $9.65M | 0.02% | −214,337−25.9% | Reduced |
| Wealthcare Capital Management LLC | 564,545 | $8.90M | 0.94% | −33,000−5.5% | Reduced |
| Ieq Capital, LLC | 536,964 | $8.47M | 0.05% | +179,810+50.3% | Added |
| Algert Global LLC | 482,497 | $7.61M | 0.16% | 00.0% | Unchanged |
| Citigroup Inc | 477,935 | $7.54M | 0.01% | +38,685+8.8% | Added |
| State Board of Administration of Florida Retirement System | 466,306 | $7.35M | 0.01% | +5,430+1.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 465,149 | $7.34M | 0.01% | +6,959+1.5% | Added |
| Cubist Systematic Strategies, LLC | 460,101 | $7.26M | 0.08% | +460,101 | New |
| Renaissance Technologies LLC | 442,600 | $6.98M | 0.01% | +288,700+187.6% | Added |
| Vontobel Holding Ltd. | 424,021 | $6.69M | 0.02% | +76,705+22.1% | Added |
| D. E. Shaw & Co., Inc. | 408,353 | $6.44M | 0.01% | −121,185−22.9% | Reduced |
| New York State Teachers Retirement System | 404,936 | $6.39M | 0.01% | −333−0.1% | Reduced |
| Olstein Capital Management, L.P. | 381,120 | $6.01M | 1.13% | +1,100+0.3% | Added |
| State of Tennessee, Treasury Department | 380,408 | $6.00M | 0.02% | +51,063+15.5% | Added |
| Canada Pension Plan Investment Board | 371,100 | $5.85M | 0.01% | 00.0% | Unchanged |
| FMR LLC | 365,901 | $5.77M | 0.00% | −89,503−19.7% | Reduced |
| Live Oak Private Wealth LLC | 356,393 | $5.62M | 0.84% | +8,751+2.5% | Added |
| Jain Global LLC | 348,340 | $5.49M | 0.09% | +348,340 | New |
| California State Teachers Retirement System | 343,866 | $5.42M | 0.01% | +30,009+9.6% | Added |
| Thrivent Financial for Lutherans | 343,827 | $5.42M | 0.01% | +209,184+155.4% | Added |
| Cacti Asset Management LLC | 333,017 | $5.23M | 0.38% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 303,625 | $4.79M | 0.00% | −13,792−4.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 295,702 | $4.66M | 0.01% | +16,314+5.8% | Added |
| South Dakota Investment Council | 295,113 | $4.65M | 0.09% | 00.0% | Unchanged |
| Victory Capital Management Inc | 289,076 | $4.56M | 0.00% | +5,377+1.9% | Added |
| LPL Financial LLC | 288,547 | $4.55M | 0.00% | +93,720+48.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 284,018 | $4.48M | 0.01% | −117,490−29.3% | Reduced |
| Franklin Resources Inc | 276,906 | $4.37M | 0.00% | +62,804+29.3% | Added |
| New York State Common Retirement Fund | 258,790 | $4.08M | 0.01% | −200−0.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 258,351 | $4.07M | 0.01% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 258,136 | $4.07M | 0.26% | −114,737−30.8% | Reduced |
| Poehling Capital Management, LLC | 255,585 | $4.03M | 0.94% | +824+0.3% | Added |
| Gifford Fong Associates | 255,393 | $4.03M | 0.93% | 00.0% | Unchanged |
| Mubadala Investment Co PJSC | 253,456 | $4.00M | 0.02% | +16,956+7.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 245,321 | $3.87M | 0.01% | +31,303+14.6% | Added |
| American Financial Group Inc | 245,000 | $3.86M | 1.45% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 239,735 | $3.78M | 0.01% | +203,968+570.3% | Added |
| QRG Capital Management, Inc. | 239,193 | $3.77M | 0.03% | +111,716+87.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 236,397 | $3.73M | 0.01% | +1,441+0.6% | Added |