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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 168,596 | $2.66M | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 169,871 | $2.68M | 0.08% | +169,871 | New |
| Treasurer of the State of North Carolina | 169,997 | $2.68M | 0.01% | +2,806+1.7% | Added |
| Rathbone Brothers plc | 170,480 | $2.69M | 0.01% | −1,200−0.7% | Reduced |
| Janus Henderson Group PLC | 170,452 | $2.69M | 0.00% | −673−0.4% | Reduced |
| Rafferty Asset Management, LLC | 174,375 | $2.75M | 0.01% | +14,201+8.9% | Added |
| ExodusPoint Capital Management, LP | 178,480 | $2.81M | 0.03% | −846,728−82.6% | Reduced |
| ProShare Advisors LLC | 186,545 | $2.94M | 0.01% | +4,744+2.6% | Added |
| Prana Capital Management, LP | 189,992 | $3.00M | 0.11% | +189,992 | New |
| Qsemble Capital Management, LP | 195,413 | $3.08M | 0.30% | +109,577+127.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 196,792 | $3.10M | 0.01% | +181,232+1,164.7% | Added |
| Jefferies Financial Group Inc. | 206,451 | $3.26M | 0.05% | −744,998−78.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 214,827 | $3.39M | 0.21% | +167,985+358.6% | Added |
| Stifel Financial Corp | 222,269 | $3.51M | 0.00% | −20,074−8.3% | Reduced |
| Dark Forest Capital Management LP | 223,532 | $3.53M | 0.14% | +99,496+80.2% | Added |
| Twin Tree Management, LP | 227,833 | $3.59M | 0.09% | +227,833 | New |
| Jump Financial, LLC | 230,222 | $3.63M | 0.04% | −996−0.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 230,252 | $3.63M | 0.09% | +138,752+151.6% | Added |
| Great West Life Assurance Co | 235,340 | $3.72M | 0.01% | +2,131+0.9% | Added |
| Toronto Dominion Bank | 235,666 | $3.72M | 0.01% | +67,246+39.9% | Added |
| Lighthouse Investment Partners, LLC | 235,850 | $3.72M | 0.16% | +235,850 | New |
| Chevy Chase Trust Holdings, Inc. | 236,397 | $3.73M | 0.01% | +1,441+0.6% | Added |
| QRG Capital Management, Inc. | 239,193 | $3.77M | 0.03% | +111,716+87.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 239,735 | $3.78M | 0.01% | +203,968+570.3% | Added |
| American Financial Group Inc | 245,000 | $3.86M | 1.45% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 245,321 | $3.87M | 0.01% | +31,303+14.6% | Added |
| Mubadala Investment Co PJSC | 253,456 | $4.00M | 0.02% | +16,956+7.2% | Added |
| Gifford Fong Associates | 255,393 | $4.03M | 0.93% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 255,585 | $4.03M | 0.94% | +824+0.3% | Added |
| Wesleyan Assurance Society | 258,136 | $4.07M | 0.26% | −114,737−30.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 258,351 | $4.07M | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 258,790 | $4.08M | 0.01% | −200−0.1% | Reduced |
| Franklin Resources Inc | 276,906 | $4.37M | 0.00% | +62,804+29.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 284,018 | $4.48M | 0.01% | −117,490−29.3% | Reduced |
| LPL Financial LLC | 288,547 | $4.55M | 0.00% | +93,720+48.1% | Added |
| Victory Capital Management Inc | 289,076 | $4.56M | 0.00% | +5,377+1.9% | Added |
| South Dakota Investment Council | 295,113 | $4.65M | 0.09% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 295,702 | $4.66M | 0.01% | +16,314+5.8% | Added |
| Manufacturers Life Insurance Company, The | 303,625 | $4.79M | 0.00% | −13,792−4.3% | Reduced |
| Cacti Asset Management LLC | 333,017 | $5.23M | 0.38% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 343,827 | $5.42M | 0.01% | +209,184+155.4% | Added |
| California State Teachers Retirement System | 343,866 | $5.42M | 0.01% | +30,009+9.6% | Added |
| Jain Global LLC | 348,340 | $5.49M | 0.09% | +348,340 | New |
| Live Oak Private Wealth LLC | 356,393 | $5.62M | 0.84% | +8,751+2.5% | Added |
| FMR LLC | 365,901 | $5.77M | 0.00% | −89,503−19.7% | Reduced |
| Canada Pension Plan Investment Board | 371,100 | $5.85M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 380,408 | $6.00M | 0.02% | +51,063+15.5% | Added |
| Olstein Capital Management, L.P. | 381,120 | $6.01M | 1.13% | +1,100+0.3% | Added |
| New York State Teachers Retirement System | 404,936 | $6.39M | 0.01% | −333−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 408,353 | $6.44M | 0.01% | −121,185−22.9% | Reduced |
| Vontobel Holding Ltd. | 424,021 | $6.69M | 0.02% | +76,705+22.1% | Added |
| Renaissance Technologies LLC | 442,600 | $6.98M | 0.01% | +288,700+187.6% | Added |
| Cubist Systematic Strategies, LLC | 460,101 | $7.26M | 0.08% | +460,101 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 465,149 | $7.34M | 0.01% | +6,959+1.5% | Added |
| State Board of Administration of Florida Retirement System | 466,306 | $7.35M | 0.01% | +5,430+1.2% | Added |
| Citigroup Inc | 477,935 | $7.54M | 0.01% | +38,685+8.8% | Added |
| Algert Global LLC | 482,497 | $7.61M | 0.16% | 00.0% | Unchanged |
| Ieq Capital, LLC | 536,964 | $8.47M | 0.05% | +179,810+50.3% | Added |
| Wealthcare Capital Management LLC | 564,545 | $8.90M | 0.94% | −33,000−5.5% | Reduced |
| Man Group plc | 612,229 | $9.65M | 0.02% | −214,337−25.9% | Reduced |
| HSBC Holdings PLC | 626,869 | $9.87M | 0.01% | +84,759+15.6% | Added |
| California Public Employees Retirement System | 630,540 | $9.94M | 0.01% | +98,128+18.4% | Added |
| Qube Research & Technologies Ltd | 635,482 | $10.0M | 0.01% | −851,185−57.3% | Reduced |
| Capital Fund Management S.A. | 641,167 | $10.1M | 0.11% | +309,971+93.6% | Added |
| Marshall Wace, LLP | 652,301 | $10.3M | 0.01% | −1,916,513−74.6% | Reduced |
| Ameriprise Financial Inc | 657,670 | $10.4M | 0.00% | +265,893+67.9% | Added |
| Basswood Capital Management, L.L.C. | 660,240 | $10.4M | 0.52% | −155,459−19.1% | Reduced |
| Bank of Montreal | 676,333 | $10.7M | 0.01% | +419,619+163.5% | Added |
| Swiss National Bank | 684,500 | $10.8M | 0.01% | +31,400+4.8% | Added |
| Squarepoint Ops LLC | 701,211 | $11.1M | 0.02% | −341,466−32.7% | Reduced |
| Cerity Partners LLC | 755,667 | $11.9M | 0.02% | −33,107−4.2% | Reduced |
| Two Sigma Advisers, LP | 759,900 | $12.0M | 0.02% | −1,849,900−70.9% | Reduced |
| National Bank of Canada | 759,976 | $12.0M | 0.01% | +416,349+121.2% | Added |
| Quantinno Capital Management LP | 843,872 | $13.3M | 0.06% | +316,341+60.0% | Added |
| Rhumbline Advisers | 872,107 | $13.8M | 0.01% | +82,063+10.4% | Added |
| Bank of Nova Scotia | 878,006 | $13.8M | 0.03% | +387,179+78.9% | Added |
| Legal & General Group Plc | 884,579 | $13.9M | 0.00% | +95,316+12.1% | Added |
| Governors Lane LP | 925,217 | $14.6M | 2.00% | +925,217 | New |
| Point72 Asset Management, L.P. | 1,012,446 | $16.0M | 0.04% | +1,012,446 | New |
| Prudential Financial Inc | 1,052,329 | $16.6M | 0.02% | +475,370+82.4% | Added |
| JPMorgan Chase & Co | 1,096,073 | $17.3M | 0.00% | −421,805−27.8% | Reduced |
| BNP Paribas Arbitrage, SA | 1,098,527 | $17.3M | 0.01% | −789,759−41.8% | Reduced |
| Allianz Asset Management GmbH | 1,139,571 | $18.0M | 0.02% | +66,257+6.2% | Added |
| Verition Fund Management LLC | 1,153,700 | $18.2M | 0.10% | +769,293+200.1% | Added |
| Voloridge Investment Management, LLC | 1,163,515 | $18.3M | 0.07% | −1,712,790−59.5% | Reduced |
| Swiss Life Asset Management Ltd | 1,181,302 | $18.6M | 0.11% | +3,781+0.3% | Added |
| AXA S.A. | 1,235,668 | $19.5M | 0.06% | +278,200+29.1% | Added |
| Price T Rowe Associates Inc | 1,237,767 | $19.5M | 0.00% | +9,160+0.7% | Added |
| Tudor Investment Corp Et Al | 1,322,017 | $20.8M | 0.16% | +800,866+153.7% | Added |
| UBS Asset Management Americas Inc | 1,448,947 | $22.8M | 0.00% | +402,280+38.4% | Added |
| Millennium Management LLC | 1,460,529 | $23.0M | 0.02% | −1,192,273−44.9% | Reduced |
| Principal Financial Group Inc | 1,468,826 | $23.2M | 0.01% | +70,462+5.0% | Added |
| Letko, Brosseau & Associates Inc | 1,602,438 | $25.3M | 0.48% | +9,575+0.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,605,890 | $25.3M | 0.02% | +178,375+12.5% | Added |
| Macquarie Group Ltd | 1,832,478 | $28.9M | 0.04% | +251,079+15.9% | Added |
| Nuveen, LLC | 1,885,159 | $29.7M | 0.01% | −35,592−1.9% | Reduced |
| Bank of New York Mellon Corp | 2,197,251 | $34.7M | 0.01% | −295,466−11.9% | Reduced |
| Amundi | 2,380,778 | $39.5M | 0.01% | −824,069−25.7% | Reduced |
| Barclays PLC | 2,670,855 | $42.1M | 0.02% | −80,852−2.9% | Reduced |
| Deutsche Bank AG | 2,886,246 | $45.5M | 0.02% | −88,813−3.0% | Reduced |