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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 19,695 | $310.6K | 0.00% | −6,193−23.9% | Reduced |
| Kendall Capital Management | 19,575 | $308.7K | 0.08% | +19,575 | New |
| Utah Retirement Systems | 19,237 | $303.4K | 0.00% | −763−3.8% | Reduced |
| Merit Financial Group, LLC | 19,113 | $301.4K | 0.00% | −33,369−63.6% | Reduced |
| Adams Wealth Management | 18,587 | $293.1K | 0.06% | +18,587 | New |
| CacheTech Inc. | 18,587 | $293.1K | 0.05% | +18,587 | New |
| Engineers Gate Manager LP | 18,533 | $292.3K | 0.00% | −183,983−90.8% | Reduced |
| Wedmont Private Capital | 17,162 | $290.9K | 0.01% | +4,822+39.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,853 | $281.5K | 0.00% | −112,789−86.3% | Reduced |
| Forum Financial Management, LP | 17,327 | $273.2K | 0.00% | +791+4.8% | Added |
| MAI Capital Management | 17,308 | $272.9K | 0.00% | −188−1.1% | Reduced |
| Maryland State Retirement & Pension System | 17,077 | $269.3K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 16,829 | $265.0K | 0.01% | +5,645+50.5% | Added |
| Park Avenue Securities LLC | 16,692 | $263.0K | 0.00% | +16,692 | New |
| Sanctuary Advisors, LLC | 16,615 | $262.0K | 0.00% | +16,615 | New |
| V-Square Quantitative Management LLC | 16,443 | $259.3K | 0.03% | +3,522+27.3% | Added |
| MBB Public Markets I LLC | 16,401 | $258.6K | 0.03% | −3,850−19.0% | Reduced |
| Nomura Asset Management Co Ltd | 16,389 | $258.5K | 0.00% | +2,034+14.2% | Added |
| NBC Securities, Inc. | 16,367 | $258.0K | 0.02% | +50+0.3% | Added |
| Independent Advisor Alliance | 16,177 | $255.1K | 0.01% | +4,962+44.2% | Added |
| Prospera Financial Services Inc | 16,010 | $252.6K | 0.00% | +16,010 | New |
| Assetmark, Inc | 15,743 | $248.3K | 0.00% | +10,249+186.5% | Added |
| DGS Capital Management, LLC | 15,419 | $243.2K | 0.05% | +15,419 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $242.3K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 15,189 | $239.5K | 0.04% | −3,781−19.9% | Reduced |
| Eagle Rock Investment Company, LLC | 15,175 | $239.3K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 15,123 | $238.5K | 0.01% | −964−6.0% | Reduced |
| Syon Capital LLC | 15,069 | $237.6K | 0.02% | +15,069 | New |
| Evoke Wealth, LLC | 14,808 | $233.5K | 0.01% | +14,808 | New |
| Apollon Wealth Management, LLC | 14,331 | $226.0K | 0.00% | −1,766−11.0% | Reduced |
| Holcombe Financial, Inc. | 14,080 | $222.0K | 0.17% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 13,796 | $217.6K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 13,670 | $215.6K | 0.00% | +13,670 | New |
| Everence Capital Management Inc | 13,310 | $210.0K | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 13,284 | $209.5K | 0.01% | +13,284 | New |
| Susquehanna Portfolio Strategies, LLC | 13,200 | $208.2K | 0.00% | +13,200 | New |
| Prelude Capital Management, LLC | 13,134 | $207.1K | 0.02% | −4,392−25.1% | Reduced |
| Element Wealth, LLC | 13,028 | $205.5K | 0.09% | −6,826−34.4% | Reduced |
| HighTower Advisors, LLC | 13,012 | $205.2K | 0.00% | −2,935−18.4% | Reduced |
| EverSource Wealth Advisors, LLC | 12,946 | $204.2K | 0.01% | +8,346+181.4% | Added |
| Keebeck Alpha, LP | 12,892 | $203.3K | 0.33% | −5,028−28.1% | Reduced |
| Covestor Ltd | 12,728 | $201.0K | 0.12% | +9,072+248.1% | Added |
| Keystone Financial Group | 12,595 | $198.6K | 0.02% | −151−1.2% | Reduced |
| Gotham Asset Management, LLC | 12,538 | $197.7K | 0.00% | +12,538 | New |
| Envestnet Portfolio Solutions, Inc. | 12,482 | $196.8K | 0.00% | +12,482 | New |
| US Bancorp | 12,369 | $195.1K | 0.00% | −280−2.2% | Reduced |
| Stonebridge Capital Advisors LLC | 12,325 | $194.4K | 0.01% | 00.0% | Unchanged |
| DRW Securities, LLC | 12,321 | $194.3K | 0.01% | +12,321 | New |
| Greenleaf Trust | 12,133 | $191.3K | 0.00% | −1,784−12.8% | Reduced |
| EP Wealth Advisors, LLC | 11,990 | $189.1K | 0.00% | −487−3.9% | Reduced |
| Quadrant Capital Group LLC | 11,916 | $187.9K | 0.01% | −9,472−44.3% | Reduced |
| Keynote Financial Services LLC | 11,744 | $185.2K | 0.12% | −347−2.9% | Reduced |
| Teza Capital Management LLC | 11,699 | $184.5K | 0.14% | −7,314−38.5% | Reduced |
| Axq Capital, LP | 11,551 | $182.2K | 0.06% | −22,250−65.8% | Reduced |
| KBC Group NV | 11,414 | $180.0K | 0.00% | −56,258−83.1% | Reduced |
| Private Advisor Group, LLC | 11,405 | $179.9K | 0.00% | +11,405 | New |
| Kovitz Investment Group Partners, LLC | 11,233 | $177.1K | 0.00% | −388−3.3% | Reduced |
| Cornerstone Wealth Management, LLC | 11,200 | $176.6K | 0.01% | +11,200 | New |
| Avantax Advisory Services, Inc. | 11,133 | $175.6K | 0.00% | −278−2.4% | Reduced |
| Coldstream Capital Management Inc | 11,005 | $173.5K | 0.00% | +1,164+11.8% | Added |
| Carrera Capital Advisors | 10,940 | $172.5K | 0.03% | −68,553−86.2% | Reduced |
| Waddell & Associates, LLC | 10,893 | $171.8K | 0.02% | +10,893 | New |
| Twinbeech Capital LP | 10,868 | $171.4K | 0.00% | +10,868 | New |
| Signaturefd, LLC | 10,814 | $170.5K | 0.00% | −7,449−40.8% | Reduced |
| Panagora Asset Management Inc | 10,641 | $167.8K | 0.00% | +77+0.7% | Added |
| Metis Global Partners, LLC | 10,597 | $167.1K | 0.00% | +10,597 | New |
| Corton Capital Inc. | 10,190 | $160.7K | 0.19% | +10,190 | New |
| Sequoia Financial Advisors, LLC | 10,043 | $158.4K | 0.00% | +10,043 | New |
| MUFG Securities Americas Inc. | 9,919 | $156.4K | 0.01% | +1,989+25.1% | Added |
| DekaBank Deutsche Girozentrale | 9,528 | $149.0K | 0.00% | +57+0.6% | Added |
| Quarry LP | 9,286 | $146.4K | 0.03% | +3,801+69.3% | Added |
| Versant Capital Management, Inc | 9,009 | $142.1K | 0.02% | +5,929+192.5% | Added |
| Shell Asset Management Co | 8,768 | $138.0K | 0.00% | −2,289−20.7% | Reduced |
| Point72 Hong Kong Ltd | 8,611 | $135.8K | 0.01% | +8,611 | New |
| SBI Securities Co., Ltd. | 8,567 | $135.1K | 0.00% | +309+3.7% | Added |
| Horizon Investments, LLC | 7,491 | $118.1K | 0.00% | +969+14.9% | Added |
| Van Eck Associates Corp | 7,359 | $116.0K | 0.00% | −248−3.3% | Reduced |
| Bessemer Group Inc | 6,618 | $104.0K | 0.00% | +305+4.8% | Added |
| Skopos Labs, Inc. | 6,364 | $100.4K | 0.01% | +899+16.5% | Added |
| Neo Ivy Capital Management | 5,963 | $94.0K | 0.03% | +5,963 | New |
| Exchange Traded Concepts, LLC | 5,701 | $89.9K | 0.00% | −456−7.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,560 | $87.7K | 0.00% | −114,843−95.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 4,998 | $78.5K | 0.00% | +1,055+26.8% | Added |
| Tower Research Capital LLC (TRC) | 4,748 | $74.9K | 0.00% | −15,663−76.7% | Reduced |
| Principal Securities, Inc. | 4,614 | $72.8K | 0.00% | +2,131+85.8% | Added |
| Proffitt & Goodson Inc | 4,606 | $72.6K | 0.01% | +4,606 | New |
| Ameritas Investment Partners, Inc. | 4,224 | $66.6K | 0.00% | −664−13.6% | Reduced |
| United Community Bank | 4,180 | $65.9K | 0.02% | +20.0% | Added |
| Caldwell Trust Co | 4,146 | $65.4K | 0.01% | −1,500−26.6% | Reduced |
| Zions Bancorporation, National Association | 4,043 | $63.8K | 0.00% | +3,979+6,217.2% | Added |
| TD Private Client Wealth LLC | 4,010 | $63.2K | 0.00% | +407+11.3% | Added |
| Kestra Investment Management, LLC | 3,889 | $61.1K | 0.00% | +3,443+772.0% | Added |
| Evelyn Partners Investment Management LLP | 3,470 | $54.7K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,321 | $52.0K | 0.00% | −14,902−81.8% | Reduced |
| MCF Advisors LLC | 3,176 | $50.1K | 0.00% | −2,984−48.4% | Reduced |
| Danske Bank A/S | 3,000 | $47.3K | 0.00% | −3,500−53.8% | Reduced |
| Silvant Capital Management LLC | 2,649 | $41.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,623 | $41.4K | 0.00% | +824+45.8% | Added |
| SRS Capital Advisors, Inc. | 2,570 | $40.5K | 0.00% | −9,463−78.6% | Reduced |
| Parallel Advisors, LLC | 2,559 | $40.4K | 0.00% | −515−16.8% | Reduced |