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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.

Q2 2025 vs. Q1 2025

How the institutions holding Invesco Ltd. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of IVZ: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders5195521+7
Shares407.5M91.7K411.8M+4.45M (+1.1%)
Value$6.17B$1.39M$6.50B+$327.9M (+5.3%)

5 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (78)

Institutions that held Invesco Ltd. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to IVZ in Q2 2025
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.1,012,446$16.0M0.04%
Governors Lane LP925,217$14.6M2.00%
Cubist Systematic Strategies, LLC460,101$7.26M0.08%
Jain Global LLC348,340$5.49M0.09%
Lighthouse Investment Partners, LLC235,850$3.72M0.16%
Twin Tree Management, LP227,833$3.59M0.09%
Prana Capital Management, LP189,992$3.00M0.11%
Graham Capital Management, L.P.169,871$2.68M0.08%
WBI Investments109,292$1.72M0.45%
ISAM Funds (UK) Ltd106,352$1.68M0.37%
Gator Capital Management, LLC75,000$1.18M0.37%
Quinn Opportunity Partners LLC70,100$1.11M0.09%
Point72 Asia (Singapore) Pte. Ltd.49,950$787.7K0.14%
Mount Lucas Management LP47,704$752.3K0.36%
Essential Partners LLC44,577$703.0K0.28%
Brighton Jones LLC33,843$533.7K0.01%
Quilter Plc32,245$508.5K0.01%
Mizuho Securities USA LLC30,938$487.9K0.01%
Arvest Bank Trust Division30,885$487.1K0.03%
Kingsview Wealth Management, LLC27,984$441.3K0.01%
Walleye Trading LLC25,426$401.0K0.01%
Kera Capital Partners, Inc.22,376$352.9K0.07%
Arvest Investments, Inc.22,182$349.8K0.05%
Atom Investors LP22,069$348.0K0.03%
Glenmede Investment Management, LP21,078$332.4K0.00%
Aigen Investment Management, LP19,936$314.4K0.04%
Kendall Capital Management19,575$308.7K0.08%
Adams Wealth Management18,587$293.1K0.06%
CacheTech Inc.18,587$293.1K0.05%
Park Avenue Securities LLC16,692$263.0K0.00%
Sanctuary Advisors, LLC16,615$262.0K0.00%
Prospera Financial Services Inc16,010$252.6K0.00%
DGS Capital Management, LLC15,419$243.2K0.05%
Syon Capital LLC15,069$237.6K0.02%
Evoke Wealth, LLC14,808$233.5K0.01%
HB Wealth Management, LLC13,670$215.6K0.00%
Vise Technologies, Inc.13,284$209.5K0.01%
Susquehanna Portfolio Strategies, LLC13,200$208.2K0.00%
Gotham Asset Management, LLC12,538$197.7K0.00%
Envestnet Portfolio Solutions, Inc.12,482$196.8K0.00%
DRW Securities, LLC12,321$194.3K0.01%
Private Advisor Group, LLC11,405$179.9K0.00%
Cornerstone Wealth Management, LLC11,200$176.6K0.01%
Waddell & Associates, LLC10,893$171.8K0.02%
Twinbeech Capital LP10,868$171.4K0.00%
Metis Global Partners, LLC10,597$167.1K0.00%
Corton Capital Inc.10,190$160.7K0.19%
Sequoia Financial Advisors, LLC10,043$158.4K0.00%
Point72 Hong Kong Ltd8,611$135.8K0.01%
Neo Ivy Capital Management5,963$94.0K0.03%
Proffitt & Goodson Inc4,606$72.6K0.01%
Caption Management, LLC1,929$30.4K0.00%
MUFG Securities EMEA plc1,320$20.8K0.00%
Altshuler Shaham Ltd1,224$19.3K0.00%
Independence Bank of Kentucky1,210$19.1K0.00%
Onefund, LLC1,188$19.0K0.01%
Mount Yale Investment Advisors, LLC788$12.4K0.00%
Atlantic Trust, LLC732$11.5K0.00%
Addison Advisors LLC565$8.91K0.00%
Twin Peaks Wealth Advisors, LLC336$7.07K0.00%
Activest Wealth Management321$5.06K0.00%
Ameritas Advisory Services, LLC315$4.97K0.00%
Princeton Global Asset Management LLC258$4.07K0.00%
Colonial Trust Co190$3.00K0.00%
Hilltop National Bank162$2.56K0.00%
GeoWealth Management, LLC129$2.03K0.00%
Global Retirement Partners, LLC126$1.99K0.00%
Rialto Wealth Management, LLC105$1.66K0.00%
Howard Hughes Medical Institute96$1.51K0.00%
American Capital Advisory, LLC41$6470.00%
Kilter Group LLC40$6310.00%
Kayne Anderson Rudnick Investment Management LLC36$5680.00%
Bartlett & Co. Wealth Management LLC34$5360.00%
Rossby Financial, LCC26$4100.00%
Strengthening Families & Communities, LLC22$3520.00%
Quaker Wealth Management, LLC22$3470.00%
Stephens Consulting, LLC1$160.00%
Capital Advisors, Ltd. LLC21$00.00%

Sold out (71)

Institutions that held Invesco Ltd. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of IVZ in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
La Banque Postale Asset Management SA395,855$6.01M
PEAK6 LLC248,151$3.76M
HRT Financial LP172,038$2.61M
Alaska Permanent Fund Corp171,220$2.39M
Econ Financial Services Corp151,166$2.29M
Corebridge Financial, Inc.102,380$1.55M
Kiker Wealth Management, LLC78,693$1.19M
Impax Asset Management Group plc77,334$1.17M
Bridgewater Associates, LP70,921$1.08M
Lecap Asset Management Ltd62,520$948.4K
Entropy Technologies, LP56,084$850.8K
Dynamic Technology Lab Private Ltd52,291$793.0K
Sciencast Management LP49,217$746.6K
Los Angeles Capital Management LLC44,525$675.4K
Bailard, Inc.31,200$473.3K
Polymer Capital Management (US) LLC29,680$450.2K
Schonfeld Strategic Advisors LLC29,263$443.9K
Mather Group, LLC.28,529$432.8K
Strategic Advisors LLC27,500$417.2K
AlphaStar Capital Management, LLC27,124$411.5K
Virginia Retirement Systems Et Al26,700$405.0K
Centennial Wealth Advisory LLC25,420$385.6K
Tennessee Valley Asset Management Partners22,236$337.3K
SummitTX Capital, L.P.21,600$327.7K
Burney Co21,591$327.5K
CenterStar Asset Management, LLC21,118$320.5K
LifeWealth Investments, LLC20,725$314.4K
111 Capital19,699$298.8K
Parallax Volatility Advisers, L.P.19,470$295.4K
Arkadios Wealth Advisors19,456$295.1K
EPG Wealth Management LLC18,127$275.0K
TownSquare Capital, LLC17,882$271.3K
International Private Wealth Advisors LLC17,665$268.0K
Hennion & Walsh Asset Management, Inc.15,928$241.6K
Eisler Capital Management Ltd.15,426$234.2K
Machina Capital S.A.S.15,430$234.1K
Numerai GP LLC15,009$227.7K
XTX Topco Ltd14,868$225.5K
Kaufman Rossin Wealth, LLC14,790$224.4K
Nomura Holdings Inc14,147$214.6K
Cutter & CO Brokerage, Inc.13,443$203.9K
Dorsey & Whitney Trust CO LLC13,289$201.6K
United Services Automobile Association12,727$193.3K
R Squared Ltd12,680$192.4K
United Capital Financial Advisers, LLC10,493$159.2K
Moors & Cabot, Inc.10,234$155.2K
Meeder Advisory Services, Inc.10,218$155.0K
M&T Bank Corp10,108$153.3K
Aquatic Capital Management LLC8,692$131.9K
Atlas Capital Advisors LLC7,938$120.4K
Hoertkorn Richard Charles7,000$106.2K
Quent Capital, LLC4,115$62.4K
Boston Private Wealth LLC2,131$32.3K
Pinnacle Bancorp, Inc.2,000$30.3K
Caitong International Asset Management Co., Ltd1,271$19.3K
Walleye Capital LLC1,234$18.7K
Hexagon Capital Partners LLC1,056$16.0K
Continuum Advisory, LLC526$7.98K
Bell Investment Advisors, Inc267$4.05K
DT Investment Partners, LLC266$4.04K
Coston, McIsaac & Partners212$4.00K
Motco125$1.90K
BankPlus Trust Department107$1.62K
Trifecta Capital Advisors, LLC97$1.47K
Highline Wealth Partners LLC82$1.24K
Global Financial Private Client, LLC60$910
Carolinas Wealth Consulting LLC51$774
Greenline Partners, LLC45$683
AdvisorNet Financial, Inc33$501
NVWM, LLC15$228
GoalVest Advisory LLC9$137

Not filed for Q2 2025 yet (5)

Institutions that held Invesco Ltd. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVZ in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Mizuho Securities USA LLC35,871$544.2K
Rakuten Investment Management, Inc.28,586$434.2K
Glenmede Trust Co NA22,215$337.0K
Credit Agricole S A4,259$64.6K
Lindbrook Capital, LLC734$11.1K