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, 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
- 521
- +7 vs. Q1 2025
- Shares held
- 411.8M
- +4.45M (+1.1%) vs. Q1 2025
- Total value
- $6.50B
- +$327.9M (+5.3%) vs. Q1 2025
- New holders
- 78
- 201 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 | 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, 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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 21 | $0 | 0.00% | +21 | New |
| Stephens Consulting, LLC | 1 | $16 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 7 | $113 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $142 | 0.00% | −11−55.0% | Reduced |
| WestEnd Advisors, LLC | 10 | $158 | 0.00% | −3−23.1% | Reduced |
| CoreCap Advisors, LLC | 16 | $252 | 0.00% | −932−98.3% | Reduced |
| Parkworth Wealth Management, Inc. | 19 | $300 | 0.00% | +5+35.7% | Added |
| Garde Capital, Inc. | 20 | $316 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 22 | $347 | 0.00% | +22 | New |
| Strengthening Families & Communities, LLC | 22 | $352 | 0.00% | +22 | New |
| WealthTrak Capital Management LLC | 25 | $395 | 0.00% | −15−37.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 26 | $410 | 0.00% | +19+271.4% | Added |
| Rossby Financial, LCC | 26 | $410 | 0.00% | +26 | New |
| Crewe Advisors LLC | 31 | $489 | 0.00% | +15+93.8% | Added |
| Rise Advisors, LLC | 32 | $505 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 32 | $505 | 0.00% | +15+88.2% | Added |
| Sound Income Strategies, LLC | 34 | $536 | 0.00% | −154−81.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 34 | $536 | 0.00% | +34 | New |
| TFC Financial Management | 35 | $552 | 0.00% | −105−75.0% | Reduced |
| MV Capital Management, Inc. | 35 | $552 | 0.00% | −41−53.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $568 | 0.00% | +36 | New |
| CVA Family Office, LLC | 38 | $599 | 0.00% | −35−47.9% | Reduced |
| Bayforest Capital Ltd | 39 | $615 | 0.00% | −6,452−99.4% | Reduced |
| Kilter Group LLC | 40 | $631 | 0.00% | +40 | New |
| Dunhill Financial, LLC | 40 | $639 | 0.00% | −1−2.4% | Reduced |
| American Capital Advisory, LLC | 41 | $647 | 0.00% | +41 | New |
| Principia Wealth Advisory, LLC | 45 | $710 | 0.00% | +10+28.6% | Added |
| Private Wealth Management Group, LLC | 46 | $726 | 0.00% | −299−86.7% | Reduced |
| SJS Investment Consulting Inc. | 52 | $821 | 0.00% | −38−42.2% | Reduced |
| Grove Bank & Trust | 53 | $836 | 0.00% | −152−74.1% | Reduced |
| Tidemark, LLC | 55 | $867 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 56 | $883 | 0.00% | −811−93.5% | Reduced |
| Hughes Financial Services, LLC | 42 | $886 | 0.00% | −23−35.4% | Reduced |
| Harbour Investments, Inc. | 63 | $994 | 0.00% | −11,499−99.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 80 | $1.26K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 80 | $1.26K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 83 | $1.31K | 0.00% | −3−3.5% | Reduced |
| Creative Financial Designs Inc | 85 | $1.34K | 0.00% | +10+13.3% | Added |
| Quest 10 Wealth Builders, Inc. | 90 | $1.41K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 96 | $1.51K | 0.00% | +96 | New |
| DiNuzzo Private Wealth, Inc. | 97 | $1.53K | 0.00% | +13+15.5% | Added |
| Rialto Wealth Management, LLC | 105 | $1.66K | 0.00% | +105 | New |
| GWM Advisors LLC | 108 | $1.70K | 0.00% | +1+0.9% | Added |
| FSA Wealth Management LLC | 112 | $1.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $1.86K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 91 | $1.93K | 0.00% | −209−69.7% | Reduced |
| Central Trust Co | 123 | $1.94K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 125 | $1.97K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 126 | $1.99K | 0.00% | +126 | New |
| GW&K Investment Management, LLC | 139 | $2.00K | 0.00% | +27+24.1% | Added |
| GeoWealth Management, LLC | 129 | $2.03K | 0.00% | +129 | New |
| South State Corp. | 138 | $2.18K | 0.00% | −176−56.1% | Reduced |
| Headlands Technologies LLC | 148 | $2.33K | 0.00% | −9,448−98.5% | Reduced |
| Eastern Bank | 161 | $2.54K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 162 | $2.56K | 0.00% | +162 | New |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.70K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 172 | $2.78K | 0.00% | +57+49.6% | Added |
| Colonial Trust Co | 190 | $3.00K | 0.00% | +190 | New |
| Wood Tarver Financial Group, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 231 | $3.64K | 0.00% | −144−38.4% | Reduced |
| WealthCollab, LLC | 235 | $3.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $3.90K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 258 | $4.07K | 0.00% | +258 | New |
| Boyd Watterson Asset Management LLC | 267 | $4.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 271 | $4.27K | 0.00% | −136−33.4% | Reduced |
| Clear Street Markets LLC | 301 | $4.75K | 0.00% | −2,387−88.8% | Reduced |
| Cape Investment Advisory, Inc. | 302 | $4.76K | 0.00% | +82+37.3% | Added |
| Ameritas Advisory Services, LLC | 315 | $4.97K | 0.00% | +315 | New |
| Activest Wealth Management | 321 | $5.06K | 0.00% | +321 | New |
| Smartleaf Asset Management LLC | 329 | $5.17K | 0.00% | −617−65.2% | Reduced |
| WPG Advisers, LLC | 336 | $5.30K | 0.00% | +276+460.0% | Added |
| Whipplewood Advisors, LLC | 381 | $6.01K | 0.00% | −59,138−99.4% | Reduced |
| True Wealth Design, LLC | 443 | $6.99K | 0.00% | −1,751−79.8% | Reduced |
| Red Tortoise LLC | 446 | $7.03K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 336 | $7.07K | 0.00% | +336 | New |
| First Horizon Advisors, Inc. | 474 | $7.49K | 0.00% | +150+46.3% | Added |
| Avion Wealth | 536 | $8.00K | 0.00% | +36+7.2% | Added |
| Hantz Financial Services, Inc. | 527 | $8.00K | 0.00% | +487+1,217.5% | Added |
| Dogwood Wealth Management LLC | 484 | $8.09K | 0.00% | +6+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 520 | $8.20K | 0.00% | −43−7.6% | Reduced |
| Addison Advisors LLC | 565 | $8.91K | 0.00% | +565 | New |
| Cromwell Holdings LLC | 624 | $9.84K | 0.01% | −377−37.7% | Reduced |
| Hemington Wealth Management | 638 | $10.0K | 0.00% | +108+20.4% | Added |
| Ronald Blue Trust, Inc. | 671 | $10.6K | 0.00% | −398−37.2% | Reduced |
| Ogorek Anthony Joseph | 698 | $11.0K | 0.00% | +431+161.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 252 | $11.1K | 0.00% | +3+1.2% | Added |
| Whittier Trust Co | 731 | $11.5K | 0.00% | −383−34.4% | Reduced |
| Atlantic Trust, LLC | 732 | $11.5K | 0.00% | +732 | New |
| Salem Investment Counselors Inc | 750 | $11.8K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 788 | $12.4K | 0.00% | +788 | New |
| Brown Brothers Harriman & Co | 815 | $12.9K | 0.00% | +307+60.4% | Added |
| Larson Financial Group LLC | 908 | $14.3K | 0.00% | +464+104.5% | Added |
| Gables Capital Management Inc. | 934 | $14.7K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 941 | $14.8K | 0.00% | +850+934.1% | Added |
| Leonteq Securities AG | 948 | $14.9K | 0.00% | +444+88.1% | Added |
| Rosenberg Matthew Hamilton | 950 | $15.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 1,188 | $19.0K | 0.01% | +1,188 | New |
| Independence Bank of Kentucky | 1,210 | $19.1K | 0.00% | +1,210 | New |
| Altshuler Shaham Ltd | 1,224 | $19.3K | 0.00% | +1,224 | New |