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 |
|---|---|---|---|---|---|
| Capital Analysts, LLC | 2,510 | $40.0K | 0.00% | −3−0.1% | Reduced |
| Ci Investments Inc. | 2,289 | $36.0K | 0.00% | +461+25.2% | Added |
| Huntington National Bank | 2,208 | $34.8K | 0.00% | −277−11.1% | Reduced |
| Manchester Capital Management LLC | 2,152 | $33.9K | 0.00% | −68−3.1% | Reduced |
| Parkside Financial Bank & Trust | 2,133 | $33.6K | 0.00% | −169−7.3% | Reduced |
| IFP Advisors, Inc | 2,127 | $33.5K | 0.00% | +761+55.7% | Added |
| Truvestments Capital LLC | 2,105 | $33.2K | 0.01% | −1,414−40.2% | Reduced |
| Contravisory Investment Management, Inc. | 2,103 | $33.2K | 0.01% | −44,692−95.5% | Reduced |
| Federated Hermes, Inc. | 1,948 | $30.7K | 0.00% | −21−1.1% | Reduced |
| Caption Management, LLC | 1,929 | $30.4K | 0.00% | +1,929 | New |
| Capital A Wealth Management, LLC | 1,667 | $29.7K | 0.34% | +1,633+4,802.9% | Added |
| Deseret Mutual Benefit Administrators | 1,824 | $28.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,650 | $26.0K | 0.00% | −450−21.4% | Reduced |
| Curat Global, LLC | 1,610 | $25.4K | 0.02% | −1,610−50.0% | Reduced |
| Optimum Investment Advisors | 1,600 | $25.2K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,494 | $23.6K | 0.00% | −491−24.7% | Reduced |
| Clearstead Advisors, LLC | 1,474 | $23.2K | 0.00% | −1,266−46.2% | Reduced |
| Crews Bank & Trust | 1,325 | $20.9K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,320 | $20.8K | 0.00% | +1,320 | New |
| Massmutual Trust Co FSB | 1,313 | $20.7K | 0.00% | −208−13.7% | Reduced |
| Private Trust Co NA | 1,267 | $20.0K | 0.00% | −86−6.4% | Reduced |
| Altshuler Shaham Ltd | 1,224 | $19.3K | 0.00% | +1,224 | New |
| Independence Bank of Kentucky | 1,210 | $19.1K | 0.00% | +1,210 | New |
| Onefund, LLC | 1,188 | $19.0K | 0.01% | +1,188 | New |
| TD Waterhouse Canada Inc. | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $15.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 948 | $14.9K | 0.00% | +444+88.1% | Added |
| NewSquare Capital LLC | 941 | $14.8K | 0.00% | +850+934.1% | Added |
| Gables Capital Management Inc. | 934 | $14.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 908 | $14.3K | 0.00% | +464+104.5% | Added |
| Brown Brothers Harriman & Co | 815 | $12.9K | 0.00% | +307+60.4% | Added |
| Mount Yale Investment Advisors, LLC | 788 | $12.4K | 0.00% | +788 | New |
| Salem Investment Counselors Inc | 750 | $11.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 732 | $11.5K | 0.00% | +732 | New |
| Whittier Trust Co | 731 | $11.5K | 0.00% | −383−34.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 252 | $11.1K | 0.00% | +3+1.2% | Added |
| Ogorek Anthony Joseph | 698 | $11.0K | 0.00% | +431+161.4% | Added |
| Ronald Blue Trust, Inc. | 671 | $10.6K | 0.00% | −398−37.2% | Reduced |
| Hemington Wealth Management | 638 | $10.0K | 0.00% | +108+20.4% | Added |
| Cromwell Holdings LLC | 624 | $9.84K | 0.01% | −377−37.7% | Reduced |
| Addison Advisors LLC | 565 | $8.91K | 0.00% | +565 | New |
| Steward Partners Investment Advisory, LLC | 520 | $8.20K | 0.00% | −43−7.6% | Reduced |
| Dogwood Wealth Management LLC | 484 | $8.09K | 0.00% | +6+1.3% | Added |
| Avion Wealth | 536 | $8.00K | 0.00% | +36+7.2% | Added |
| Hantz Financial Services, Inc. | 527 | $8.00K | 0.00% | +487+1,217.5% | Added |
| First Horizon Advisors, Inc. | 474 | $7.49K | 0.00% | +150+46.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 336 | $7.07K | 0.00% | +336 | New |
| Red Tortoise LLC | 446 | $7.03K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 443 | $6.99K | 0.00% | −1,751−79.8% | Reduced |
| Whipplewood Advisors, LLC | 381 | $6.01K | 0.00% | −59,138−99.4% | Reduced |
| WPG Advisers, LLC | 336 | $5.30K | 0.00% | +276+460.0% | Added |
| Smartleaf Asset Management LLC | 329 | $5.17K | 0.00% | −617−65.2% | Reduced |
| Activest Wealth Management | 321 | $5.06K | 0.00% | +321 | New |
| Ameritas Advisory Services, LLC | 315 | $4.97K | 0.00% | +315 | New |
| Cape Investment Advisory, Inc. | 302 | $4.76K | 0.00% | +82+37.3% | Added |
| Clear Street Markets LLC | 301 | $4.75K | 0.00% | −2,387−88.8% | Reduced |
| Fortitude Family Office, LLC | 271 | $4.27K | 0.00% | −136−33.4% | Reduced |
| Boyd Watterson Asset Management LLC | 267 | $4.21K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 258 | $4.07K | 0.00% | +258 | New |
| Farmers & Merchants Investments Inc | 247 | $3.90K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 235 | $3.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 231 | $3.64K | 0.00% | −144−38.4% | Reduced |
| Wood Tarver Financial Group, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 190 | $3.00K | 0.00% | +190 | New |
| ORG Partners LLC | 172 | $2.78K | 0.00% | +57+49.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.70K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 162 | $2.56K | 0.00% | +162 | New |
| Eastern Bank | 161 | $2.54K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 148 | $2.33K | 0.00% | −9,448−98.5% | Reduced |
| South State Corp. | 138 | $2.18K | 0.00% | −176−56.1% | Reduced |
| GeoWealth Management, LLC | 129 | $2.03K | 0.00% | +129 | New |
| GW&K Investment Management, LLC | 139 | $2.00K | 0.00% | +27+24.1% | Added |
| Global Retirement Partners, LLC | 126 | $1.99K | 0.00% | +126 | New |
| SIMA Wealth Partners, LLC | 125 | $1.97K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 123 | $1.94K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 91 | $1.93K | 0.00% | −209−69.7% | Reduced |
| Prestige Wealth Management Group LLC | 118 | $1.86K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 112 | $1.77K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 108 | $1.70K | 0.00% | +1+0.9% | Added |
| Rialto Wealth Management, LLC | 105 | $1.66K | 0.00% | +105 | New |
| DiNuzzo Private Wealth, Inc. | 97 | $1.53K | 0.00% | +13+15.5% | Added |
| Howard Hughes Medical Institute | 96 | $1.51K | 0.00% | +96 | New |
| Quest 10 Wealth Builders, Inc. | 90 | $1.41K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 85 | $1.34K | 0.00% | +10+13.3% | Added |
| Geneos Wealth Management Inc. | 83 | $1.31K | 0.00% | −3−3.5% | Reduced |
| 1620 Investment Advisors, Inc. | 80 | $1.26K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $1.26K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 63 | $994 | 0.00% | −11,499−99.5% | Reduced |
| Hughes Financial Services, LLC | 42 | $886 | 0.00% | −23−35.4% | Reduced |
| Spire Wealth Management | 56 | $883 | 0.00% | −811−93.5% | Reduced |
| Tidemark, LLC | 55 | $867 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 53 | $836 | 0.00% | −152−74.1% | Reduced |
| SJS Investment Consulting Inc. | 52 | $821 | 0.00% | −38−42.2% | Reduced |
| Private Wealth Management Group, LLC | 46 | $726 | 0.00% | −299−86.7% | Reduced |
| Principia Wealth Advisory, LLC | 45 | $710 | 0.00% | +10+28.6% | Added |
| American Capital Advisory, LLC | 41 | $647 | 0.00% | +41 | New |
| Dunhill Financial, LLC | 40 | $639 | 0.00% | −1−2.4% | Reduced |
| Kilter Group LLC | 40 | $631 | 0.00% | +40 | New |
| Bayforest Capital Ltd | 39 | $615 | 0.00% | −6,452−99.4% | Reduced |
| CVA Family Office, LLC | 38 | $599 | 0.00% | −35−47.9% | Reduced |