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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 16,010 | $252.6K | 0.00% | +16,010 | New |
| Independent Advisor Alliance | 16,177 | $255.1K | 0.01% | +4,962+44.2% | Added |
| NBC Securities, Inc. | 16,367 | $258.0K | 0.02% | +50+0.3% | Added |
| Nomura Asset Management Co Ltd | 16,389 | $258.5K | 0.00% | +2,034+14.2% | Added |
| MBB Public Markets I LLC | 16,401 | $258.6K | 0.03% | −3,850−19.0% | Reduced |
| V-Square Quantitative Management LLC | 16,443 | $259.3K | 0.03% | +3,522+27.3% | Added |
| Sanctuary Advisors, LLC | 16,615 | $262.0K | 0.00% | +16,615 | New |
| Park Avenue Securities LLC | 16,692 | $263.0K | 0.00% | +16,692 | New |
| CX Institutional | 16,829 | $265.0K | 0.01% | +5,645+50.5% | Added |
| Maryland State Retirement & Pension System | 17,077 | $269.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 17,308 | $272.9K | 0.00% | −188−1.1% | Reduced |
| Forum Financial Management, LP | 17,327 | $273.2K | 0.00% | +791+4.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,853 | $281.5K | 0.00% | −112,789−86.3% | Reduced |
| Wedmont Private Capital | 17,162 | $290.9K | 0.01% | +4,822+39.1% | Added |
| Engineers Gate Manager LP | 18,533 | $292.3K | 0.00% | −183,983−90.8% | Reduced |
| Adams Wealth Management | 18,587 | $293.1K | 0.06% | +18,587 | New |
| CacheTech Inc. | 18,587 | $293.1K | 0.05% | +18,587 | New |
| Merit Financial Group, LLC | 19,113 | $301.4K | 0.00% | −33,369−63.6% | Reduced |
| Utah Retirement Systems | 19,237 | $303.4K | 0.00% | −763−3.8% | Reduced |
| Kendall Capital Management | 19,575 | $308.7K | 0.08% | +19,575 | New |
| Colony Group, LLC | 19,695 | $310.6K | 0.00% | −6,193−23.9% | Reduced |
| Aigen Investment Management, LP | 19,936 | $314.4K | 0.04% | +19,936 | New |
| LGT Group Foundation | 20,279 | $319.8K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 20,371 | $321.3K | 0.01% | +5,883+40.6% | Added |
| Envestnet Asset Management Inc | 20,921 | $329.9K | 0.00% | +429+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 20,407 | $330.0K | 0.00% | −611−2.9% | Reduced |
| Simplex Trading, LLC | 20,952 | $330.0K | 0.01% | +6,362+43.6% | Added |
| New Mexico Educational Retirement Board | 21,014 | $331.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Investment Management, LP | 21,078 | $332.4K | 0.00% | +21,078 | New |
| Scientech Research LLC | 21,121 | $333.1K | 0.08% | −10,696−33.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,224 | $334.7K | 0.00% | +1,736+8.9% | Added |
| Ethic Inc. | 21,650 | $339.9K | 0.01% | +1,250+6.1% | Added |
| ING Groep NV | 21,645 | $341.3K | 0.00% | +1,550+7.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,800 | $343.8K | 0.00% | 00.0% | Unchanged |
| Novare Capital Management LLC | 22,000 | $346.9K | 0.03% | +10,000+83.3% | Added |
| Fifth Third Bancorp | 22,021 | $347.3K | 0.00% | +584+2.7% | Added |
| Atom Investors LP | 22,069 | $348.0K | 0.03% | +22,069 | New |
| Arvest Investments, Inc. | 22,182 | $349.8K | 0.05% | +22,182 | New |
| Integrated Wealth Concepts LLC | 22,284 | $351.4K | 0.00% | −14,816−39.9% | Reduced |
| Kera Capital Partners, Inc. | 22,376 | $352.9K | 0.07% | +22,376 | New |
| Farther Finance Advisors, LLC | 22,573 | $356.0K | 0.01% | −2,293−9.2% | Reduced |
| Securian Asset Management, Inc | 23,348 | $368.2K | 0.01% | −334−1.4% | Reduced |
| Buckingham Strategic Partners | 23,495 | $370.5K | 0.00% | −6,379−21.4% | Reduced |
| Louisiana State Employees Retirement System | 23,600 | $372.2K | 0.01% | −500−2.1% | Reduced |
| Vestcor Inc | 24,576 | $388.0K | 0.01% | −7,424−23.2% | Reduced |
| Quantbot Technologies LP | 24,709 | $389.7K | 0.01% | −279,432−91.9% | Reduced |
| Sterling Capital Management LLC | 24,800 | $391.1K | 0.01% | −48,072−66.0% | Reduced |
| Walleye Trading LLC | 25,426 | $401.0K | 0.01% | +25,426 | New |
| Venture Visionary Partners LLC | 25,569 | $403.2K | 0.02% | −103,530−80.2% | Reduced |
| Norinchukin Bank, The | 25,705 | $405.4K | 0.01% | +1,941+8.2% | Added |
| State of Wyoming | 26,005 | $410.1K | 0.05% | +3,868+17.5% | Added |
| Hartford Investment Management Co | 26,267 | $414.2K | 0.01% | −619−2.3% | Reduced |
| Stock Yards Bank & Trust Co | 26,282 | $414.5K | 0.01% | −1,210−4.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,817 | $423.0K | 0.00% | −9,622−26.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 25,538 | $427.3K | 0.01% | −3,777−12.9% | Reduced |
| CIBC Private Wealth Group, LLC | 27,599 | $435.2K | 0.00% | −1,470,843−98.2% | Reduced |
| AE Wealth Management LLC | 27,655 | $436.1K | 0.00% | −730,851−96.4% | Reduced |
| Kingsview Wealth Management, LLC | 27,984 | $441.3K | 0.01% | +27,984 | New |
| GAMMA Investing LLC | 29,589 | $466.6K | 0.03% | +6,973+30.8% | Added |
| Crossmark Global Holdings, Inc. | 29,789 | $469.8K | 0.01% | −3,900−11.6% | Reduced |
| Independent Financial Group, LLC | 29,909 | $471.7K | 0.01% | +11,235+60.2% | Added |
| Public Employees Retirement Association of Colorado | 29,961 | $472.0K | 0.00% | −1,952−6.1% | Reduced |
| Impact Partnership Wealth, LLC | 30,156 | $475.6K | 0.09% | +13,817+84.6% | Added |
| Daiwa Securities Group Inc. | 30,644 | $483.0K | 0.00% | +3,103+11.3% | Added |
| Advisors Asset Management, Inc. | 30,639 | $483.2K | 0.01% | +453+1.5% | Added |
| Arvest Bank Trust Division | 30,885 | $487.1K | 0.03% | +30,885 | New |
| Mizuho Securities USA LLC | 30,938 | $487.9K | 0.01% | +30,938 | New |
| Investors Research Corp | 31,312 | $493.8K | 0.10% | 00.0% | Unchanged |
| Creative Planning | 32,007 | $504.7K | 0.00% | +3,079+10.6% | Added |
| Quilter Plc | 32,245 | $508.5K | 0.01% | +32,245 | New |
| Savant Capital, LLC | 33,608 | $530.0K | 0.00% | −11,745−25.9% | Reduced |
| State of Wisconsin Investment Board | 33,690 | $531.3K | 0.00% | −126,329−78.9% | Reduced |
| Brighton Jones LLC | 33,843 | $533.7K | 0.01% | +33,843 | New |
| Xponance, Inc. | 35,046 | $552.7K | 0.00% | +713+2.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 35,070 | $553.1K | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 35,141 | $554.0K | 0.00% | +481+1.4% | Added |
| Pallas Capital Advisors LLC | 35,985 | $567.5K | 0.02% | −16,666−31.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 36,041 | $568.4K | 0.00% | +2,484+7.4% | Added |
| Wellington Management Group LLP | 36,972 | $583.0K | 0.00% | +9,406+34.1% | Added |
| Retirement Planning Co of New England, Inc. | 37,433 | $590.3K | 0.26% | +4,247+12.8% | Added |
| Kestra Advisory Services, LLC | 37,553 | $592.2K | 0.00% | −762−2.0% | Reduced |
| CIBC World Markets Corp | 37,679 | $594.2K | 0.00% | +4,026+12.0% | Added |
| Equitable Holdings, Inc. | 38,048 | $600.0K | 0.00% | +12,439+48.6% | Added |
| Twin Capital Management Inc | 38,366 | $605.0K | 0.06% | −681−1.7% | Reduced |
| Oregon Public Employees Retirement Fund | 38,607 | $608.8K | 0.01% | +100+0.3% | Added |
| Wealthcare Advisory Partners LLC | 38,981 | $614.7K | 0.01% | +1,882+5.1% | Added |
| Guggenheim Capital LLC | 39,055 | $615.9K | 0.00% | −54,182−58.1% | Reduced |
| Elevated Capital Advisors, LLC | 41,084 | $623.2K | 0.17% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 39,853 | $628.5K | 0.01% | +7,393+22.8% | Added |
| Rothschild Investment LLC | 43,040 | $678.7K | 0.04% | −6,625−13.3% | Reduced |
| Centiva Capital, LP | 43,204 | $681.3K | 0.05% | −23,193−34.9% | Reduced |
| Advisor Group Holdings, Inc. | 43,959 | $692.9K | 0.00% | −28,461−39.3% | Reduced |
| Elo Mutual Pension Insurance Co | 44,379 | $699.9K | 0.01% | +7,373+19.9% | Added |
| Essential Partners LLC | 44,577 | $703.0K | 0.28% | +44,577 | New |
| Stratos Wealth Partners, LTD. | 44,714 | $705.1K | 0.01% | −242−0.5% | Reduced |
| Mount Lucas Management LP | 47,704 | $752.3K | 0.36% | +47,704 | New |
| Invst, LLC | 48,132 | $759.0K | 0.09% | +78+0.2% | Added |
| Woodline Partners LP | 48,351 | $762.5K | 0.00% | +10,501+27.7% | Added |
| Kestra Private Wealth Services, LLC | 48,354 | $762.5K | 0.01% | −5,819−10.7% | Reduced |
| Natixis Advisors, L.P. | 48,841 | $770.0K | 0.00% | +31,745+185.7% | Added |