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 |
|---|---|---|---|---|---|
| Lighthouse Investment Partners, LLC | 235,850 | $3.72M | 0.16% | +235,850 | New |
| Toronto Dominion Bank | 235,666 | $3.72M | 0.01% | +67,246+39.9% | Added |
| Great West Life Assurance Co | 235,340 | $3.72M | 0.01% | +2,131+0.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 230,252 | $3.63M | 0.09% | +138,752+151.6% | Added |
| Jump Financial, LLC | 230,222 | $3.63M | 0.04% | −996−0.4% | Reduced |
| Twin Tree Management, LP | 227,833 | $3.59M | 0.09% | +227,833 | New |
| Dark Forest Capital Management LP | 223,532 | $3.53M | 0.14% | +99,496+80.2% | Added |
| Stifel Financial Corp | 222,269 | $3.51M | 0.00% | −20,074−8.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 214,827 | $3.39M | 0.21% | +167,985+358.6% | Added |
| Jefferies Financial Group Inc. | 206,451 | $3.26M | 0.05% | −744,998−78.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 196,792 | $3.10M | 0.01% | +181,232+1,164.7% | Added |
| Qsemble Capital Management, LP | 195,413 | $3.08M | 0.30% | +109,577+127.7% | Added |
| Prana Capital Management, LP | 189,992 | $3.00M | 0.11% | +189,992 | New |
| ProShare Advisors LLC | 186,545 | $2.94M | 0.01% | +4,744+2.6% | Added |
| ExodusPoint Capital Management, LP | 178,480 | $2.81M | 0.03% | −846,728−82.6% | Reduced |
| Rafferty Asset Management, LLC | 174,375 | $2.75M | 0.01% | +14,201+8.9% | Added |
| Janus Henderson Group PLC | 170,452 | $2.69M | 0.00% | −673−0.4% | Reduced |
| Rathbone Brothers plc | 170,480 | $2.69M | 0.01% | −1,200−0.7% | Reduced |
| Treasurer of the State of North Carolina | 169,997 | $2.68M | 0.01% | +2,806+1.7% | Added |
| Graham Capital Management, L.P. | 169,871 | $2.68M | 0.08% | +169,871 | New |
| Storebrand Asset Management AS | 168,596 | $2.66M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 164,231 | $2.59M | 0.00% | −24,312−12.9% | Reduced |
| Erste Asset Management GmbH | 160,271 | $2.52M | 0.02% | +19,654+14.0% | Added |
| Gabelli Funds LLC | 155,000 | $2.44M | 0.02% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 150,000 | $2.37M | 0.33% | +80,000+114.3% | Added |
| D.A. Davidson & Co. | 145,609 | $2.30M | 0.02% | +98,147+206.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 140,176 | $2.21M | 0.02% | +7,970+6.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 128,882 | $2.16M | 0.00% | +13,926+12.1% | Added |
| Mariner, LLC | 134,657 | $2.12M | 0.00% | +37,280+38.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 133,788 | $2.11M | 0.02% | −5,855−4.2% | Reduced |
| American Century Companies Inc | 132,041 | $2.08M | 0.00% | −1,952−1.5% | Reduced |
| Continental Advisors LLC | 131,690 | $2.08M | 1.49% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 129,180 | $2.04M | 0.01% | +19,389+17.7% | Added |
| SEI Investments Co | 128,956 | $2.03M | 0.00% | −86,631−40.2% | Reduced |
| Hancock Whitney Corp | 128,532 | $2.03M | 0.04% | +21,066+19.6% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $1.99M | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 125,949 | $1.99M | 0.01% | −37,485−22.9% | Reduced |
| State of Michigan Retirement System | 121,498 | $1.92M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 121,282 | $1.91M | 0.01% | +973+0.8% | Added |
| The PNC Financial Services Group, Inc. | 118,277 | $1.87M | 0.00% | +17,285+17.1% | Added |
| Jones Financial Companies LLLP | 118,781 | $1.86M | 0.00% | +33,207+38.8% | Added |
| Two Sigma Investments, LP | 116,638 | $1.84M | 0.00% | −724,731−86.1% | Reduced |
| Pathstone Holdings, LLC | 115,605 | $1.82M | 0.01% | −4,092−3.4% | Reduced |
| Voya Investment Management LLC | 114,724 | $1.81M | 0.00% | −3,527−3.0% | Reduced |
| MetLife Investment Management | 112,642 | $1.78M | 0.01% | −2,225−1.9% | Reduced |
| Mercer Global Advisors Inc | 110,641 | $1.74M | 0.00% | +28,727+35.1% | Added |
| Raymond James Financial Inc | 110,217 | $1.74M | 0.00% | −2,721−2.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 109,766 | $1.73M | 0.01% | +7,314+7.1% | Added |
| Czech National Bank | 109,398 | $1.73M | 0.01% | +6,500+6.3% | Added |
| Oak Thistle LLC | 109,305 | $1.72M | 0.25% | +60,650+124.7% | 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 |
| Asset Management One Co.,Ltd. | 108,246 | $1.71M | 0.01% | +95,190+729.1% | Added |
| STRS Ohio | 106,984 | $1.69M | 0.01% | −17,283−13.9% | Reduced |
| ISAM Funds (UK) Ltd | 106,352 | $1.68M | 0.37% | +106,352 | New |
| Brandywine Global Investment Management, LLC | 106,010 | $1.67M | 0.01% | −2,470−2.3% | Reduced |
| Arizona State Retirement System | 104,556 | $1.65M | 0.01% | +7,867+8.1% | Added |
| ARGA Investment Management, LP | 103,998 | $1.64M | 0.04% | +4,918+5.0% | Added |
| Commonwealth Equity Services, LLC | 104,026 | $1.64M | 0.00% | −11,588−10.0% | Reduced |
| CSS LLC | 103,977 | $1.64M | 0.10% | +26,420+34.1% | Added |
| Russell Investments Group, Ltd. | 102,584 | $1.62M | 0.00% | +792+0.8% | Added |
| Pacer Advisors, Inc. | 102,426 | $1.62M | 0.00% | +79,531+347.4% | Added |
| Baird Financial Group, Inc. | 102,407 | $1.61M | 0.00% | +6,341+6.6% | Added |
| Valueworks LLC | 98,046 | $1.55M | 0.51% | −1,780−1.8% | Reduced |
| Trexquant Investment LP | 97,735 | $1.54M | 0.02% | −27,522−22.0% | Reduced |
| Truist Financial Corp | 96,809 | $1.53M | 0.00% | −660−0.7% | Reduced |
| KLP Kapitalforvaltning AS | 96,300 | $1.52M | 0.01% | +30,400+46.1% | Added |
| Retirement Systems of Alabama | 96,037 | $1.51M | 0.01% | −233−0.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 94,354 | $1.49M | 0.01% | +8,064+9.3% | Added |
| Public Sector Pension Investment Board | 92,699 | $1.46M | 0.01% | −152,101−62.1% | Reduced |
| Ensign Peak Advisors, Inc | 91,420 | $1.44M | 0.00% | −6,605−6.7% | Reduced |
| Harmony Asset Management LLC | 90,922 | $1.43M | 0.54% | +18,512+25.6% | Added |
| Natixis | 87,485 | $1.38M | 0.01% | +47,110+116.7% | Added |
| Mackenzie Financial Corp | 87,406 | $1.38M | 0.00% | −83,801−48.9% | Reduced |
| Janney Montgomery Scott LLC | 86,824 | $1.37M | 0.00% | −1,519−1.7% | Reduced |
| Pictet Asset Management Holding SA | 85,964 | $1.36M | 0.00% | −12,649−12.8% | Reduced |
| Wealthfront Advisers LLC | 85,249 | $1.34M | 0.00% | −1,754−2.0% | Reduced |
| Vident Advisory, LLC | 84,343 | $1.33M | 0.01% | −3,560−4.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 84,069 | $1.33M | 0.00% | +8,685+11.5% | Added |
| Lazard Asset Management LLC | 82,742 | $1.30M | 0.00% | −1,928−2.3% | Reduced |
| Amalgamated Bank | 82,280 | $1.30M | 0.01% | +1,070+1.3% | Added |
| Highland Capital Management, LLC | 81,200 | $1.28M | 0.07% | −2,045−2.5% | Reduced |
| TD Asset Management Inc | 80,981 | $1.28M | 0.00% | +1,664+2.1% | Added |
| Cetera Investment Advisers | 80,573 | $1.27M | 0.00% | −4,661−5.5% | Reduced |
| Cozad Asset Management Inc | 79,650 | $1.26M | 0.11% | −4,361−5.2% | Reduced |
| SG Americas Securities, LLC | 77,463 | $1.22M | 0.01% | +66,197+587.6% | Added |
| Handelsbanken Fonder AB | 77,000 | $1.21M | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 76,896 | $1.21M | 0.00% | +8,639+12.7% | Added |
| Northwestern Mutual Wealth Management Co | 76,391 | $1.20M | 0.00% | +2,451+3.3% | Added |
| Greenwood Capital Associates LLC | 75,023 | $1.18M | 0.15% | −2,440−3.1% | Reduced |
| Gator Capital Management, LLC | 75,000 | $1.18M | 0.37% | +75,000 | New |
| Nebula Research & Development LLC | 74,813 | $1.18M | 0.10% | +28,803+62.6% | Added |
| Mork Capital Management, LLC | 73,400 | $1.16M | 0.84% | 00.0% | Unchanged |
| Abc Arbitrage SA | 71,245 | $1.12M | 0.13% | +37,400+110.5% | Added |
| Neuberger Berman Group LLC | 70,788 | $1.12M | 0.00% | +3,701+5.5% | Added |
| Magnetar Financial LLC | 70,608 | $1.11M | 0.01% | +60,031+567.6% | Added |
| JustInvest LLC | 70,453 | $1.11M | 0.01% | +12,242+21.0% | Added |
| Quinn Opportunity Partners LLC | 70,100 | $1.11M | 0.09% | +70,100 | New |
| Cinctive Capital Management LP | 69,219 | $1.09M | 0.06% | −238,236−77.5% | Reduced |
| Teacher Retirement System of Texas | 68,544 | $1.08M | 0.00% | +12,969+23.3% | Added |