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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 1,267 | $20.0K | 0.00% | −86−6.4% | Reduced |
| Massmutual Trust Co FSB | 1,313 | $20.7K | 0.00% | −208−13.7% | Reduced |
| MUFG Securities EMEA plc | 1,320 | $20.8K | 0.00% | +1,320 | New |
| Crews Bank & Trust | 1,325 | $20.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,474 | $23.2K | 0.00% | −1,266−46.2% | Reduced |
| Bryn Mawr Trust Co | 1,494 | $23.6K | 0.00% | −491−24.7% | Reduced |
| Optimum Investment Advisors | 1,600 | $25.2K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 1,610 | $25.4K | 0.02% | −1,610−50.0% | Reduced |
| HHM Wealth Advisors, LLC | 1,650 | $26.0K | 0.00% | −450−21.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,824 | $28.8K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 1,667 | $29.7K | 0.34% | +1,633+4,802.9% | Added |
| Caption Management, LLC | 1,929 | $30.4K | 0.00% | +1,929 | New |
| Federated Hermes, Inc. | 1,948 | $30.7K | 0.00% | −21−1.1% | Reduced |
| Contravisory Investment Management, Inc. | 2,103 | $33.2K | 0.01% | −44,692−95.5% | Reduced |
| Truvestments Capital LLC | 2,105 | $33.2K | 0.01% | −1,414−40.2% | Reduced |
| IFP Advisors, Inc | 2,127 | $33.5K | 0.00% | +761+55.7% | Added |
| Parkside Financial Bank & Trust | 2,133 | $33.6K | 0.00% | −169−7.3% | Reduced |
| Manchester Capital Management LLC | 2,152 | $33.9K | 0.00% | −68−3.1% | Reduced |
| Huntington National Bank | 2,208 | $34.8K | 0.00% | −277−11.1% | Reduced |
| Ci Investments Inc. | 2,289 | $36.0K | 0.00% | +461+25.2% | Added |
| Capital Analysts, LLC | 2,510 | $40.0K | 0.00% | −3−0.1% | Reduced |
| Parallel Advisors, LLC | 2,559 | $40.4K | 0.00% | −515−16.8% | Reduced |
| SRS Capital Advisors, Inc. | 2,570 | $40.5K | 0.00% | −9,463−78.6% | Reduced |
| Umb Bank N A | 2,623 | $41.4K | 0.00% | +824+45.8% | Added |
| Silvant Capital Management LLC | 2,649 | $41.8K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 3,000 | $47.3K | 0.00% | −3,500−53.8% | Reduced |
| MCF Advisors LLC | 3,176 | $50.1K | 0.00% | −2,984−48.4% | Reduced |
| iA Global Asset Management Inc. | 3,321 | $52.0K | 0.00% | −14,902−81.8% | Reduced |
| Evelyn Partners Investment Management LLP | 3,470 | $54.7K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,889 | $61.1K | 0.00% | +3,443+772.0% | Added |
| TD Private Client Wealth LLC | 4,010 | $63.2K | 0.00% | +407+11.3% | Added |
| Zions Bancorporation, National Association | 4,043 | $63.8K | 0.00% | +3,979+6,217.2% | Added |
| Caldwell Trust Co | 4,146 | $65.4K | 0.01% | −1,500−26.6% | Reduced |
| United Community Bank | 4,180 | $65.9K | 0.02% | +20.0% | Added |
| Ameritas Investment Partners, Inc. | 4,224 | $66.6K | 0.00% | −664−13.6% | Reduced |
| Proffitt & Goodson Inc | 4,606 | $72.6K | 0.01% | +4,606 | New |
| Principal Securities, Inc. | 4,614 | $72.8K | 0.00% | +2,131+85.8% | Added |
| Tower Research Capital LLC (TRC) | 4,748 | $74.9K | 0.00% | −15,663−76.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 4,998 | $78.5K | 0.00% | +1,055+26.8% | Added |
| Federation des caisses Desjardins du Quebec | 5,560 | $87.7K | 0.00% | −114,843−95.4% | Reduced |
| Exchange Traded Concepts, LLC | 5,701 | $89.9K | 0.00% | −456−7.4% | Reduced |
| Neo Ivy Capital Management | 5,963 | $94.0K | 0.03% | +5,963 | New |
| Skopos Labs, Inc. | 6,364 | $100.4K | 0.01% | +899+16.5% | Added |
| Bessemer Group Inc | 6,618 | $104.0K | 0.00% | +305+4.8% | Added |
| Van Eck Associates Corp | 7,359 | $116.0K | 0.00% | −248−3.3% | Reduced |
| Horizon Investments, LLC | 7,491 | $118.1K | 0.00% | +969+14.9% | Added |
| SBI Securities Co., Ltd. | 8,567 | $135.1K | 0.00% | +309+3.7% | Added |
| Point72 Hong Kong Ltd | 8,611 | $135.8K | 0.01% | +8,611 | New |
| Shell Asset Management Co | 8,768 | $138.0K | 0.00% | −2,289−20.7% | Reduced |
| Versant Capital Management, Inc | 9,009 | $142.1K | 0.02% | +5,929+192.5% | Added |
| Quarry LP | 9,286 | $146.4K | 0.03% | +3,801+69.3% | Added |
| DekaBank Deutsche Girozentrale | 9,528 | $149.0K | 0.00% | +57+0.6% | Added |
| MUFG Securities Americas Inc. | 9,919 | $156.4K | 0.01% | +1,989+25.1% | Added |
| Sequoia Financial Advisors, LLC | 10,043 | $158.4K | 0.00% | +10,043 | New |
| Corton Capital Inc. | 10,190 | $160.7K | 0.19% | +10,190 | New |
| Metis Global Partners, LLC | 10,597 | $167.1K | 0.00% | +10,597 | New |
| Panagora Asset Management Inc | 10,641 | $167.8K | 0.00% | +77+0.7% | Added |
| Signaturefd, LLC | 10,814 | $170.5K | 0.00% | −7,449−40.8% | Reduced |
| Twinbeech Capital LP | 10,868 | $171.4K | 0.00% | +10,868 | New |
| Waddell & Associates, LLC | 10,893 | $171.8K | 0.02% | +10,893 | New |
| Carrera Capital Advisors | 10,940 | $172.5K | 0.03% | −68,553−86.2% | Reduced |
| Coldstream Capital Management Inc | 11,005 | $173.5K | 0.00% | +1,164+11.8% | Added |
| Avantax Advisory Services, Inc. | 11,133 | $175.6K | 0.00% | −278−2.4% | Reduced |
| Cornerstone Wealth Management, LLC | 11,200 | $176.6K | 0.01% | +11,200 | New |
| Kovitz Investment Group Partners, LLC | 11,233 | $177.1K | 0.00% | −388−3.3% | Reduced |
| Private Advisor Group, LLC | 11,405 | $179.9K | 0.00% | +11,405 | New |
| KBC Group NV | 11,414 | $180.0K | 0.00% | −56,258−83.1% | Reduced |
| Axq Capital, LP | 11,551 | $182.2K | 0.06% | −22,250−65.8% | Reduced |
| Teza Capital Management LLC | 11,699 | $184.5K | 0.14% | −7,314−38.5% | Reduced |
| Keynote Financial Services LLC | 11,744 | $185.2K | 0.12% | −347−2.9% | Reduced |
| Quadrant Capital Group LLC | 11,916 | $187.9K | 0.01% | −9,472−44.3% | Reduced |
| EP Wealth Advisors, LLC | 11,990 | $189.1K | 0.00% | −487−3.9% | Reduced |
| Greenleaf Trust | 12,133 | $191.3K | 0.00% | −1,784−12.8% | Reduced |
| DRW Securities, LLC | 12,321 | $194.3K | 0.01% | +12,321 | New |
| Stonebridge Capital Advisors LLC | 12,325 | $194.4K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 12,369 | $195.1K | 0.00% | −280−2.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,482 | $196.8K | 0.00% | +12,482 | New |
| Gotham Asset Management, LLC | 12,538 | $197.7K | 0.00% | +12,538 | New |
| Keystone Financial Group | 12,595 | $198.6K | 0.02% | −151−1.2% | Reduced |
| Covestor Ltd | 12,728 | $201.0K | 0.12% | +9,072+248.1% | Added |
| Keebeck Alpha, LP | 12,892 | $203.3K | 0.33% | −5,028−28.1% | Reduced |
| EverSource Wealth Advisors, LLC | 12,946 | $204.2K | 0.01% | +8,346+181.4% | Added |
| HighTower Advisors, LLC | 13,012 | $205.2K | 0.00% | −2,935−18.4% | Reduced |
| Element Wealth, LLC | 13,028 | $205.5K | 0.09% | −6,826−34.4% | Reduced |
| Prelude Capital Management, LLC | 13,134 | $207.1K | 0.02% | −4,392−25.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 13,200 | $208.2K | 0.00% | +13,200 | New |
| Vise Technologies, Inc. | 13,284 | $209.5K | 0.01% | +13,284 | New |
| Everence Capital Management Inc | 13,310 | $210.0K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 13,670 | $215.6K | 0.00% | +13,670 | New |
| Generali Asset Management SPA SGR | 13,796 | $217.6K | 0.00% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 14,080 | $222.0K | 0.17% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 14,331 | $226.0K | 0.00% | −1,766−11.0% | Reduced |
| Evoke Wealth, LLC | 14,808 | $233.5K | 0.01% | +14,808 | New |
| Syon Capital LLC | 15,069 | $237.6K | 0.02% | +15,069 | New |
| Beacon Investment Advisory Services, Inc. | 15,123 | $238.5K | 0.01% | −964−6.0% | Reduced |
| Eagle Rock Investment Company, LLC | 15,175 | $239.3K | 0.04% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 15,189 | $239.5K | 0.04% | −3,781−19.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $242.3K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 15,419 | $243.2K | 0.05% | +15,419 | New |
| Assetmark, Inc | 15,743 | $248.3K | 0.00% | +10,249+186.5% | Added |