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 |
|---|---|---|---|---|---|
| Gold Investment Management Ltd. | 66,324 | $1.07M | 0.40% | +2,624+4.1% | Added |
| Susquehanna Fundamental Investments, LLC | 66,803 | $1.05M | 0.03% | −426,270−86.5% | Reduced |
| Yousif Capital Management, LLC | 65,460 | $1.03M | 0.01% | +67+0.1% | Added |
| Versor Investments LP | 64,600 | $1.02M | 0.18% | −20,200−23.8% | Reduced |
| Vinva Investment Management Ltd | 42,052 | $1.01M | 0.03% | −6,084−12.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 63,941 | $1.01M | 0.00% | −12,000−15.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 61,763 | $974.0K | 0.00% | +19,026+44.5% | Added |
| MML Investors Services, LLC | 60,491 | $954.0K | 0.00% | +30,540+102.0% | Added |
| New York Life Investment Management LLC | 60,067 | $947.3K | 0.01% | +951+1.6% | Added |
| Captrust Financial Advisors | 60,017 | $946.5K | 0.00% | +4,228+7.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 59,999 | $946.2K | 0.00% | +3,138+5.5% | Added |
| Tounjian Advisory Partners, LLC | 61,972 | $940.1K | 0.18% | −818−1.3% | Reduced |
| Nisa Investment Advisors, LLC | 57,717 | $910.2K | 0.00% | −141,438−71.0% | Reduced |
| CIBC Asset Management Inc | 56,909 | $897.5K | 0.00% | −5,679−9.1% | Reduced |
| Allworth Financial LP | 56,896 | $897.2K | 0.00% | +5,113+9.9% | Added |
| Susquehanna International Group, LLP | 53,726 | $847.3K | 0.00% | −131,802−71.0% | Reduced |
| Bridgefront Capital, LLC | 53,031 | $836.3K | 0.22% | +20,011+60.6% | Added |
| CI Private Wealth, LLC | 52,863 | $833.7K | 0.00% | +17,981+51.5% | Added |
| Mutual of America Capital Management LLC | 51,327 | $809.4K | 0.01% | −773−1.5% | Reduced |
| State of Alaska, Department of Revenue | 50,286 | $793.0K | 0.01% | −2,215−4.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 49,950 | $787.7K | 0.14% | +49,950 | New |
| Natixis Advisors, L.P. | 48,841 | $770.0K | 0.00% | +31,745+185.7% | Added |
| Kestra Private Wealth Services, LLC | 48,354 | $762.5K | 0.01% | −5,819−10.7% | Reduced |
| Woodline Partners LP | 48,351 | $762.5K | 0.00% | +10,501+27.7% | Added |
| Invst, LLC | 48,132 | $759.0K | 0.09% | +78+0.2% | Added |
| Mount Lucas Management LP | 47,704 | $752.3K | 0.36% | +47,704 | New |
| Stratos Wealth Partners, LTD. | 44,714 | $705.1K | 0.01% | −242−0.5% | Reduced |
| Essential Partners LLC | 44,577 | $703.0K | 0.28% | +44,577 | New |
| Elo Mutual Pension Insurance Co | 44,379 | $699.9K | 0.01% | +7,373+19.9% | Added |
| Advisor Group Holdings, Inc. | 43,959 | $692.9K | 0.00% | −28,461−39.3% | Reduced |
| Centiva Capital, LP | 43,204 | $681.3K | 0.05% | −23,193−34.9% | Reduced |
| Rothschild Investment LLC | 43,040 | $678.7K | 0.04% | −6,625−13.3% | Reduced |
| NEOS Investment Management LLC | 39,853 | $628.5K | 0.01% | +7,393+22.8% | Added |
| Elevated Capital Advisors, LLC | 41,084 | $623.2K | 0.17% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 39,055 | $615.9K | 0.00% | −54,182−58.1% | Reduced |
| Wealthcare Advisory Partners LLC | 38,981 | $614.7K | 0.01% | +1,882+5.1% | Added |
| Oregon Public Employees Retirement Fund | 38,607 | $608.8K | 0.01% | +100+0.3% | Added |
| Twin Capital Management Inc | 38,366 | $605.0K | 0.06% | −681−1.7% | Reduced |
| Equitable Holdings, Inc. | 38,048 | $600.0K | 0.00% | +12,439+48.6% | Added |
| CIBC World Markets Corp | 37,679 | $594.2K | 0.00% | +4,026+12.0% | Added |
| Kestra Advisory Services, LLC | 37,553 | $592.2K | 0.00% | −762−2.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 37,433 | $590.3K | 0.26% | +4,247+12.8% | Added |
| Wellington Management Group LLP | 36,972 | $583.0K | 0.00% | +9,406+34.1% | Added |
| O'Shaughnessy Asset Management, LLC | 36,041 | $568.4K | 0.00% | +2,484+7.4% | Added |
| Pallas Capital Advisors LLC | 35,985 | $567.5K | 0.02% | −16,666−31.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,141 | $554.0K | 0.00% | +481+1.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 35,070 | $553.1K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 35,046 | $552.7K | 0.00% | +713+2.1% | Added |
| Brighton Jones LLC | 33,843 | $533.7K | 0.01% | +33,843 | New |
| State of Wisconsin Investment Board | 33,690 | $531.3K | 0.00% | −126,329−78.9% | Reduced |
| Savant Capital, LLC | 33,608 | $530.0K | 0.00% | −11,745−25.9% | Reduced |
| Quilter Plc | 32,245 | $508.5K | 0.01% | +32,245 | New |
| Creative Planning | 32,007 | $504.7K | 0.00% | +3,079+10.6% | Added |
| Investors Research Corp | 31,312 | $493.8K | 0.10% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 30,938 | $487.9K | 0.01% | +30,938 | New |
| Arvest Bank Trust Division | 30,885 | $487.1K | 0.03% | +30,885 | New |
| Advisors Asset Management, Inc. | 30,639 | $483.2K | 0.01% | +453+1.5% | Added |
| Daiwa Securities Group Inc. | 30,644 | $483.0K | 0.00% | +3,103+11.3% | Added |
| Impact Partnership Wealth, LLC | 30,156 | $475.6K | 0.09% | +13,817+84.6% | Added |
| Public Employees Retirement Association of Colorado | 29,961 | $472.0K | 0.00% | −1,952−6.1% | Reduced |
| Independent Financial Group, LLC | 29,909 | $471.7K | 0.01% | +11,235+60.2% | Added |
| Crossmark Global Holdings, Inc. | 29,789 | $469.8K | 0.01% | −3,900−11.6% | Reduced |
| GAMMA Investing LLC | 29,589 | $466.6K | 0.03% | +6,973+30.8% | Added |
| Kingsview Wealth Management, LLC | 27,984 | $441.3K | 0.01% | +27,984 | New |
| AE Wealth Management LLC | 27,655 | $436.1K | 0.00% | −730,851−96.4% | Reduced |
| CIBC Private Wealth Group, LLC | 27,599 | $435.2K | 0.00% | −1,470,843−98.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 25,538 | $427.3K | 0.01% | −3,777−12.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 26,817 | $423.0K | 0.00% | −9,622−26.4% | Reduced |
| Stock Yards Bank & Trust Co | 26,282 | $414.5K | 0.01% | −1,210−4.4% | Reduced |
| Hartford Investment Management Co | 26,267 | $414.2K | 0.01% | −619−2.3% | Reduced |
| State of Wyoming | 26,005 | $410.1K | 0.05% | +3,868+17.5% | Added |
| Norinchukin Bank, The | 25,705 | $405.4K | 0.01% | +1,941+8.2% | Added |
| Venture Visionary Partners LLC | 25,569 | $403.2K | 0.02% | −103,530−80.2% | Reduced |
| Walleye Trading LLC | 25,426 | $401.0K | 0.01% | +25,426 | New |
| Sterling Capital Management LLC | 24,800 | $391.1K | 0.01% | −48,072−66.0% | Reduced |
| Quantbot Technologies LP | 24,709 | $389.7K | 0.01% | −279,432−91.9% | Reduced |
| Vestcor Inc | 24,576 | $388.0K | 0.01% | −7,424−23.2% | Reduced |
| Louisiana State Employees Retirement System | 23,600 | $372.2K | 0.01% | −500−2.1% | Reduced |
| Buckingham Strategic Partners | 23,495 | $370.5K | 0.00% | −6,379−21.4% | Reduced |
| Securian Asset Management, Inc | 23,348 | $368.2K | 0.01% | −334−1.4% | Reduced |
| Farther Finance Advisors, LLC | 22,573 | $356.0K | 0.01% | −2,293−9.2% | Reduced |
| Kera Capital Partners, Inc. | 22,376 | $352.9K | 0.07% | +22,376 | New |
| Integrated Wealth Concepts LLC | 22,284 | $351.4K | 0.00% | −14,816−39.9% | Reduced |
| Arvest Investments, Inc. | 22,182 | $349.8K | 0.05% | +22,182 | New |
| Atom Investors LP | 22,069 | $348.0K | 0.03% | +22,069 | New |
| Fifth Third Bancorp | 22,021 | $347.3K | 0.00% | +584+2.7% | Added |
| Novare Capital Management LLC | 22,000 | $346.9K | 0.03% | +10,000+83.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 21,800 | $343.8K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 21,645 | $341.3K | 0.00% | +1,550+7.7% | Added |
| Ethic Inc. | 21,650 | $339.9K | 0.01% | +1,250+6.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 21,224 | $334.7K | 0.00% | +1,736+8.9% | Added |
| Scientech Research LLC | 21,121 | $333.1K | 0.08% | −10,696−33.6% | Reduced |
| Glenmede Investment Management, LP | 21,078 | $332.4K | 0.00% | +21,078 | New |
| New Mexico Educational Retirement Board | 21,014 | $331.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 20,952 | $330.0K | 0.01% | +6,362+43.6% | Added |
| Allspring Global Investments Holdings, LLC | 20,407 | $330.0K | 0.00% | −611−2.9% | Reduced |
| Envestnet Asset Management Inc | 20,921 | $329.9K | 0.00% | +429+2.1% | Added |
| Boothbay Fund Management, LLC | 20,371 | $321.3K | 0.01% | +5,883+40.6% | Added |
| LGT Group Foundation | 20,279 | $319.8K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 19,936 | $314.4K | 0.04% | +19,936 | New |