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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 49,950 | $787.7K | 0.14% | +49,950 | New |
| State of Alaska, Department of Revenue | 50,286 | $793.0K | 0.01% | −2,215−4.2% | Reduced |
| Mutual of America Capital Management LLC | 51,327 | $809.4K | 0.01% | −773−1.5% | Reduced |
| CI Private Wealth, LLC | 52,863 | $833.7K | 0.00% | +17,981+51.5% | Added |
| Bridgefront Capital, LLC | 53,031 | $836.3K | 0.22% | +20,011+60.6% | Added |
| Susquehanna International Group, LLP | 53,726 | $847.3K | 0.00% | −131,802−71.0% | Reduced |
| Allworth Financial LP | 56,896 | $897.2K | 0.00% | +5,113+9.9% | Added |
| CIBC Asset Management Inc | 56,909 | $897.5K | 0.00% | −5,679−9.1% | Reduced |
| Nisa Investment Advisors, LLC | 57,717 | $910.2K | 0.00% | −141,438−71.0% | Reduced |
| Tounjian Advisory Partners, LLC | 61,972 | $940.1K | 0.18% | −818−1.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 59,999 | $946.2K | 0.00% | +3,138+5.5% | Added |
| Captrust Financial Advisors | 60,017 | $946.5K | 0.00% | +4,228+7.6% | Added |
| New York Life Investment Management LLC | 60,067 | $947.3K | 0.01% | +951+1.6% | Added |
| MML Investors Services, LLC | 60,491 | $954.0K | 0.00% | +30,540+102.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 61,763 | $974.0K | 0.00% | +19,026+44.5% | Added |
| Adage Capital Partners GP, L.L.C. | 63,941 | $1.01M | 0.00% | −12,000−15.8% | Reduced |
| Vinva Investment Management Ltd | 42,052 | $1.01M | 0.03% | −6,084−12.6% | Reduced |
| Versor Investments LP | 64,600 | $1.02M | 0.18% | −20,200−23.8% | Reduced |
| Yousif Capital Management, LLC | 65,460 | $1.03M | 0.01% | +67+0.1% | Added |
| Susquehanna Fundamental Investments, LLC | 66,803 | $1.05M | 0.03% | −426,270−86.5% | Reduced |
| Gold Investment Management Ltd. | 66,324 | $1.07M | 0.40% | +2,624+4.1% | Added |
| Teacher Retirement System of Texas | 68,544 | $1.08M | 0.00% | +12,969+23.3% | Added |
| Cinctive Capital Management LP | 69,219 | $1.09M | 0.06% | −238,236−77.5% | Reduced |
| Quinn Opportunity Partners LLC | 70,100 | $1.11M | 0.09% | +70,100 | New |
| JustInvest LLC | 70,453 | $1.11M | 0.01% | +12,242+21.0% | Added |
| Magnetar Financial LLC | 70,608 | $1.11M | 0.01% | +60,031+567.6% | Added |
| Neuberger Berman Group LLC | 70,788 | $1.12M | 0.00% | +3,701+5.5% | Added |
| Abc Arbitrage SA | 71,245 | $1.12M | 0.13% | +37,400+110.5% | Added |
| Mork Capital Management, LLC | 73,400 | $1.16M | 0.84% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 74,813 | $1.18M | 0.10% | +28,803+62.6% | Added |
| Gator Capital Management, LLC | 75,000 | $1.18M | 0.37% | +75,000 | New |
| Greenwood Capital Associates LLC | 75,023 | $1.18M | 0.15% | −2,440−3.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 76,391 | $1.20M | 0.00% | +2,451+3.3% | Added |
| Standard Life Aberdeen plc | 76,896 | $1.21M | 0.00% | +8,639+12.7% | Added |
| Handelsbanken Fonder AB | 77,000 | $1.21M | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 77,463 | $1.22M | 0.01% | +66,197+587.6% | Added |
| Cozad Asset Management Inc | 79,650 | $1.26M | 0.11% | −4,361−5.2% | Reduced |
| Cetera Investment Advisers | 80,573 | $1.27M | 0.00% | −4,661−5.5% | Reduced |
| TD Asset Management Inc | 80,981 | $1.28M | 0.00% | +1,664+2.1% | Added |
| Highland Capital Management, LLC | 81,200 | $1.28M | 0.07% | −2,045−2.5% | Reduced |
| Amalgamated Bank | 82,280 | $1.30M | 0.01% | +1,070+1.3% | Added |
| Lazard Asset Management LLC | 82,742 | $1.30M | 0.00% | −1,928−2.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 84,069 | $1.33M | 0.00% | +8,685+11.5% | Added |
| Vident Advisory, LLC | 84,343 | $1.33M | 0.01% | −3,560−4.0% | Reduced |
| Wealthfront Advisers LLC | 85,249 | $1.34M | 0.00% | −1,754−2.0% | Reduced |
| Pictet Asset Management Holding SA | 85,964 | $1.36M | 0.00% | −12,649−12.8% | Reduced |
| Janney Montgomery Scott LLC | 86,824 | $1.37M | 0.00% | −1,519−1.7% | Reduced |
| Mackenzie Financial Corp | 87,406 | $1.38M | 0.00% | −83,801−48.9% | Reduced |
| Natixis | 87,485 | $1.38M | 0.01% | +47,110+116.7% | Added |
| Harmony Asset Management LLC | 90,922 | $1.43M | 0.54% | +18,512+25.6% | Added |
| Ensign Peak Advisors, Inc | 91,420 | $1.44M | 0.00% | −6,605−6.7% | Reduced |
| Public Sector Pension Investment Board | 92,699 | $1.46M | 0.01% | −152,101−62.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 94,354 | $1.49M | 0.01% | +8,064+9.3% | Added |
| Retirement Systems of Alabama | 96,037 | $1.51M | 0.01% | −233−0.2% | Reduced |
| KLP Kapitalforvaltning AS | 96,300 | $1.52M | 0.01% | +30,400+46.1% | Added |
| Truist Financial Corp | 96,809 | $1.53M | 0.00% | −660−0.7% | Reduced |
| Trexquant Investment LP | 97,735 | $1.54M | 0.02% | −27,522−22.0% | Reduced |
| Valueworks LLC | 98,046 | $1.55M | 0.51% | −1,780−1.8% | Reduced |
| Baird Financial Group, Inc. | 102,407 | $1.61M | 0.00% | +6,341+6.6% | Added |
| Pacer Advisors, Inc. | 102,426 | $1.62M | 0.00% | +79,531+347.4% | Added |
| Russell Investments Group, Ltd. | 102,584 | $1.62M | 0.00% | +792+0.8% | Added |
| CSS LLC | 103,977 | $1.64M | 0.10% | +26,420+34.1% | Added |
| Commonwealth Equity Services, LLC | 104,026 | $1.64M | 0.00% | −11,588−10.0% | Reduced |
| ARGA Investment Management, LP | 103,998 | $1.64M | 0.04% | +4,918+5.0% | Added |
| Arizona State Retirement System | 104,556 | $1.65M | 0.01% | +7,867+8.1% | Added |
| Brandywine Global Investment Management, LLC | 106,010 | $1.67M | 0.01% | −2,470−2.3% | Reduced |
| ISAM Funds (UK) Ltd | 106,352 | $1.68M | 0.37% | +106,352 | New |
| STRS Ohio | 106,984 | $1.69M | 0.01% | −17,283−13.9% | Reduced |
| Asset Management One Co.,Ltd. | 108,246 | $1.71M | 0.01% | +95,190+729.1% | Added |
| UniSuper Management Pty Ltd | 109,292 | $1.72M | 0.01% | +5,788+5.6% | Added |
| WBI Investments | 109,292 | $1.72M | 0.45% | +109,292 | New |
| Oak Thistle LLC | 109,305 | $1.72M | 0.25% | +60,650+124.7% | Added |
| Czech National Bank | 109,398 | $1.73M | 0.01% | +6,500+6.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 109,766 | $1.73M | 0.01% | +7,314+7.1% | Added |
| Raymond James Financial Inc | 110,217 | $1.74M | 0.00% | −2,721−2.4% | Reduced |
| Mercer Global Advisors Inc | 110,641 | $1.74M | 0.00% | +28,727+35.1% | Added |
| MetLife Investment Management | 112,642 | $1.78M | 0.01% | −2,225−1.9% | Reduced |
| Voya Investment Management LLC | 114,724 | $1.81M | 0.00% | −3,527−3.0% | Reduced |
| Pathstone Holdings, LLC | 115,605 | $1.82M | 0.01% | −4,092−3.4% | Reduced |
| Two Sigma Investments, LP | 116,638 | $1.84M | 0.00% | −724,731−86.1% | Reduced |
| Jones Financial Companies LLLP | 118,781 | $1.86M | 0.00% | +33,207+38.8% | Added |
| The PNC Financial Services Group, Inc. | 118,277 | $1.87M | 0.00% | +17,285+17.1% | Added |
| Public Employees Retirement System of Ohio | 121,282 | $1.91M | 0.01% | +973+0.8% | Added |
| State of Michigan Retirement System | 121,498 | $1.92M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 125,949 | $1.99M | 0.01% | −37,485−22.9% | Reduced |
| Systematic Alpha Investments, LLC | 126,193 | $1.99M | 0.07% | 00.0% | Unchanged |
| Hancock Whitney Corp | 128,532 | $2.03M | 0.04% | +21,066+19.6% | Added |
| SEI Investments Co | 128,956 | $2.03M | 0.00% | −86,631−40.2% | Reduced |
| State of New Jersey Common Pension Fund D | 129,180 | $2.04M | 0.01% | +19,389+17.7% | Added |
| Continental Advisors LLC | 131,690 | $2.08M | 1.49% | 00.0% | Unchanged |
| American Century Companies Inc | 132,041 | $2.08M | 0.00% | −1,952−1.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 133,788 | $2.11M | 0.02% | −5,855−4.2% | Reduced |
| Mariner, LLC | 134,657 | $2.12M | 0.00% | +37,280+38.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 128,882 | $2.16M | 0.00% | +13,926+12.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 140,176 | $2.21M | 0.02% | +7,970+6.0% | Added |
| D.A. Davidson & Co. | 145,609 | $2.30M | 0.02% | +98,147+206.8% | Added |
| Maltese Capital Management LLC | 150,000 | $2.37M | 0.33% | +80,000+114.3% | Added |
| Gabelli Funds LLC | 155,000 | $2.44M | 0.02% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 160,271 | $2.52M | 0.02% | +19,654+14.0% | Added |
| Wells Fargo & Company | 164,231 | $2.59M | 0.00% | −24,312−12.9% | Reduced |