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 |
|---|---|---|---|---|---|
| Bank of America Corp | 2,893,883 | $45.6M | 0.00% | +997,825+52.6% | Added |
| Norges Bank | 3,287,134 | $51.8M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 3,380,933 | $53.3M | 0.04% | +3,315,480+5,065.4% | Added |
| Citadel Advisors LLC | 4,059,439 | $64.0M | 0.06% | +33,404+0.8% | Added |
| Charles Schwab Investment Management Inc | 4,478,090 | $70.6M | 0.01% | +25,145+0.6% | Added |
| Fisher Asset Management, LLC | 4,938,846 | $77.9M | 0.03% | +195,787+4.1% | Added |
| Balyasny Asset Management LLC | 5,092,189 | $80.3M | 0.18% | +1,871,666+58.1% | Added |
| UBS Group AG | 5,740,028 | $90.5M | 0.02% | −387,677−6.3% | Reduced |
| Northern Trust Corp | 6,570,512 | $103.6M | 0.01% | −512,898−7.2% | Reduced |
| Morgan Stanley | 6,662,406 | $105.1M | 0.01% | +116,080+1.8% | Added |
| Alliancebernstein L.P. | 7,924,717 | $125.0M | 0.04% | +939,365+13.4% | Added |
| Royal Bank of Canada | 8,929,559 | $140.8M | 0.03% | +7,952,857+814.3% | Added |
| Goldman Sachs Group Inc | 10,942,724 | $172.6M | 0.03% | +3,915,804+55.7% | Added |
| Geode Capital Management, LLC | 11,107,421 | $174.8M | 0.01% | +88,094+0.8% | Added |
| AQR Capital Management LLC | 11,612,559 | $182.5M | 0.15% | +584,035+5.3% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 14,628,455 | $230.7M | 6.08% | −8,544,987−36.9% | Reduced |
| Dimensional Fund Advisors LP | 21,011,543 | $331.4M | 0.08% | +1,264,746+6.4% | Added |
| State Street Corp | 22,260,704 | $351.1M | 0.01% | +332,340+1.5% | Added |
| BlackRock, Inc. | 45,239,328 | $713.4M | 0.01% | −2,660,005−5.6% | Reduced |
| Vanguard Group Inc | 51,424,928 | $811.0M | 0.01% | +2,162,629+4.4% | Added |
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $1.28B | 83.44% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −395,855−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −248,151−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −172,038−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −171,220−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −151,166−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −102,380−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −78,693−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −77,334−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −70,921−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −62,520−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −56,084−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −52,291−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −49,217−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −44,525−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −31,200−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −29,680−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −29,263−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −28,529−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −27,124−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −25,420−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −22,236−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −21,591−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −21,118−100.0% | Sold out |
| LifeWealth Investments, LLC | 0 | $0 | 0.00% | −20,725−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −19,699−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −19,470−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −19,456−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −18,127−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −17,882−100.0% | Sold out |
| International Private Wealth Advisors LLC | 0 | $0 | 0.00% | −17,665−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −15,928−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −15,426−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −15,430−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −15,009−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,868−100.0% | Sold out |
| Kaufman Rossin Wealth, LLC | 0 | $0 | 0.00% | −14,790−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,147−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −13,443−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −13,289−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,727−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −12,680−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −10,493−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,234−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −10,218−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −10,108−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,692−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −7,938−100.0% | Sold out |
| Hoertkorn Richard Charles | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −4,115−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,131−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| BankPlus Trust Department | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Mizuho Securities USA LLC | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |