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; 670 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, Q3 2025
Institutional positions in Invesco Ltd. as of Sep 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
- 565
- +51 vs. Q2 2025
- Shares held
- 391.5M
- −17.0M (−4.1%) vs. Q2 2025
- Total value
- $8.98B
- +$2.54B (+39.4%) vs. Q2 2025
- New holders
- 103
- 200 more added
- Sold out
- 52
- 178 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 670 | $11.2B |
| Q1 2026 | 638 | $10.2B |
| Q4 2025 | 629 | $10.8B |
| Q3 2025 | 565 | $9.02B |
| Q2 2025 | 521 | $6.64B |
| Q1 2025 | 518 | $6.17B |
| Q4 2024 | 525 | $7.06B |
| Q3 2024 | 493 | $6.85B |
| Q2 2024 | 476 | $4.56B |
| Q1 2024 | 495 | $5.24B |
| Q4 2023 | 493 | $5.47B |
| Q3 2023 | 493 | $4.43B |
| Q2 2023 | 478 | $5.12B |
| Q1 2023 | 514 | $5.23B |
| Q4 2022 | 509 | $5.71B |
| Q3 2022 | 505 | $4.42B |
| Q2 2022 | 521 | $4.85B |
| Q1 2022 | 526 | $7.19B |
| Q4 2021 | 568 | $7.16B |
| Q3 2021 | 557 | $7.23B |
| Q2 2021 | 561 | $7.81B |
| Q1 2021 | 535 | $7.39B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $1.87B | 85.97% | 00.0% | Unchanged |
| Vanguard Group Inc | 52,018,068 | $1.19B | 0.02% | +593,140+1.2% | Added |
| BlackRock, Inc. | 37,705,292 | $865.0M | 0.02% | −7,534,036−16.7% | Reduced |
| State Street Corp | 21,522,492 | $493.7M | 0.02% | −738,212−3.3% | Reduced |
| Dimensional Fund Advisors LP | 21,330,647 | $489.3M | 0.11% | +319,104+1.5% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 14,628,455 | $335.6M | 8.17% | 00.0% | Unchanged |
| Millennium Management LLC | 12,867,923 | $295.2M | 0.23% | +11,407,394+781.0% | Added |
| Geode Capital Management, LLC | 11,203,054 | $256.5M | 0.02% | +95,633+0.9% | Added |
| AQR Capital Management LLC | 9,818,999 | $225.2M | 0.14% | −1,793,560−15.4% | Reduced |
| Morgan Stanley | 7,631,911 | $175.1M | 0.01% | +969,505+14.6% | Added |
| Northern Trust Corp | 6,245,156 | $143.3M | 0.02% | −325,356−5.0% | Reduced |
| Goldman Sachs Group Inc | 6,219,448 | $142.7M | 0.02% | −4,723,276−43.2% | Reduced |
| Fisher Asset Management, LLC | 5,197,841 | $119.2M | 0.04% | +258,995+5.2% | Added |
| Alliancebernstein L.P. | 4,992,076 | $114.5M | 0.04% | −2,932,641−37.0% | Reduced |
| Citadel Advisors LLC | 4,981,313 | $114.3M | 0.09% | +921,874+22.7% | Added |
| Charles Schwab Investment Management Inc | 4,425,097 | $101.5M | 0.02% | −52,993−1.2% | Reduced |
| UBS Group AG | 3,407,607 | $78.2M | 0.02% | −2,332,421−40.6% | Reduced |
| Balyasny Asset Management LLC | 3,326,031 | $76.3M | 0.15% | −1,766,158−34.7% | Reduced |
| First Trust Advisors LP | 3,109,235 | $71.3M | 0.05% | −271,698−8.0% | Reduced |
| Macquarie Group Ltd | 2,952,193 | $67.7M | 0.08% | +1,119,715+61.1% | Added |
| Holocene Advisors, LP | 2,428,894 | $55.7M | 0.13% | +2,428,894 | New |
| Bank of New York Mellon Corp | 2,209,538 | $50.7M | 0.01% | +12,287+0.6% | Added |
| Samlyn Capital, LLC | 1,942,781 | $44.6M | 0.63% | +1,942,781 | New |
| Amundi | 1,775,738 | $42.8M | 0.01% | −605,040−25.4% | Reduced |
| Barclays PLC | 1,767,826 | $40.6M | 0.01% | −903,029−33.8% | Reduced |
| Nuveen, LLC | 1,730,880 | $39.7M | 0.01% | −154,279−8.2% | Reduced |
| Letko, Brosseau & Associates Inc | 1,601,138 | $36.7M | 0.63% | −1,300−0.1% | Reduced |
| Ameriprise Financial Inc | 1,543,279 | $35.4M | 0.01% | +885,609+134.7% | Added |
| Alyeska Investment Group, L.P. | 1,515,987 | $34.8M | 0.11% | +1,515,987 | New |
| Allianz Asset Management GmbH | 1,485,494 | $34.1M | 0.04% | +345,923+30.4% | Added |
| Bank of America Corp | 1,465,851 | $33.6M | 0.00% | −1,428,032−49.3% | Reduced |
| Deutsche Bank AG | 1,450,141 | $33.3M | 0.01% | −1,436,105−49.8% | Reduced |
| Price T Rowe Associates Inc | 1,436,526 | $33.0M | 0.00% | +198,759+16.1% | Added |
| Arrowstreet Capital, Limited Partnership | 1,427,403 | $32.7M | 0.02% | −178,487−11.1% | Reduced |
| JPMorgan Chase & Co | 1,371,677 | $31.5M | 0.00% | +275,604+25.1% | Added |
| Point72 Asset Management, L.P. | 1,186,112 | $27.2M | 0.06% | +173,666+17.2% | Added |
| Swiss Life Asset Management Ltd | 1,168,377 | $26.8M | 0.14% | −12,925−1.1% | Reduced |
| Quantinno Capital Management LP | 1,134,237 | $26.0M | 0.07% | +290,365+34.4% | Added |
| Prana Capital Management, LP | 998,874 | $22.9M | 0.76% | +808,882+425.7% | Added |
| UBS Asset Management Americas Inc | 979,285 | $22.5M | 0.00% | −469,662−32.4% | Reduced |
| Basswood Capital Management, L.L.C. | 926,451 | $21.3M | 0.99% | +266,211+40.3% | Added |
| Principal Financial Group Inc | 921,304 | $21.1M | 0.01% | −547,522−37.3% | Reduced |
| BNP Paribas Arbitrage, SA | 919,084 | $21.1M | 0.02% | −179,443−16.3% | Reduced |
| Rhumbline Advisers | 833,295 | $19.1M | 0.02% | −38,812−4.5% | Reduced |
| Ieq Capital, LLC | 826,359 | $19.0M | 0.06% | +289,395+53.9% | Added |
| Cerity Partners LLC | 818,143 | $18.8M | 0.03% | +62,476+8.3% | Added |
| Legal & General Group Plc | 785,145 | $18.0M | 0.00% | −99,434−11.2% | Reduced |
| Prudential Financial Inc | 769,898 | $17.7M | 0.02% | −282,431−26.8% | Reduced |
| D. E. Shaw & Co., Inc. | 754,046 | $17.3M | 0.01% | +345,693+84.7% | Added |
| Citigroup Inc | 732,436 | $16.8M | 0.01% | +254,501+53.3% | Added |
| Swiss National Bank | 694,300 | $15.9M | 0.01% | +9,800+1.4% | Added |
| California Public Employees Retirement System | 647,918 | $14.9M | 0.01% | +17,378+2.8% | Added |
| Thrivent Financial for Lutherans | 631,046 | $14.5M | 0.03% | +287,219+83.5% | Added |
| Walleye Trading LLC | 629,130 | $14.4M | 0.23% | +603,704+2,374.4% | Added |
| Capital Fund Management S.A. | 613,663 | $14.1M | 0.14% | −27,504−4.3% | Reduced |
| Nomura Holdings Inc | 585,707 | $13.4M | 0.06% | +585,707 | New |
| Susquehanna Portfolio Strategies, LLC | 575,286 | $13.2M | 0.21% | +562,086+4,258.2% | Added |
| Jane Street Group, LLC | 564,145 | $12.9M | 0.02% | +564,145 | New |
| Wealthcare Capital Management LLC | 531,545 | $12.2M | 1.24% | −33,000−5.8% | Reduced |
| Squarepoint Ops LLC | 505,283 | $11.6M | 0.02% | −195,928−27.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 498,305 | $11.4M | 0.01% | +33,156+7.1% | Added |
| Royal Bank of Canada | 473,467 | $10.9M | 0.00% | −8,456,092−94.7% | Reduced |
| AXA Investment Managers S.A. | 468,582 | $10.7M | 0.03% | +468,582 | New |
| Algert Global LLC | 447,807 | $10.3M | 0.17% | −34,690−7.2% | Reduced |
| State of Tennessee, Treasury Department | 441,026 | $10.1M | 0.03% | +60,618+15.9% | Added |
| State Board of Administration of Florida Retirement System | 415,314 | $9.53M | 0.02% | −50,992−10.9% | Reduced |
| FMR LLC | 413,208 | $9.48M | 0.00% | +47,307+12.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 405,820 | $9.31M | 0.02% | +160,499+65.4% | Added |
| Lighthouse Investment Partners, LLC | 373,651 | $8.57M | 0.31% | +137,801+58.4% | Added |
| Verition Fund Management LLC | 371,909 | $8.53M | 0.05% | −781,791−67.8% | Reduced |
| Canada Pension Plan Investment Board | 371,100 | $8.51M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 360,486 | $8.27M | 0.02% | −44,450−11.0% | Reduced |
| Live Oak Private Wealth LLC | 357,291 | $8.20M | 1.14% | +898+0.3% | Added |
| Franklin Resources Inc | 355,615 | $8.16M | 0.00% | +78,709+28.4% | Added |
| Man Group plc | 348,880 | $8.00M | 0.02% | −263,349−43.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 347,622 | $7.97M | 0.06% | +347,622 | New |
| Hotchkis & Wiley Capital Management LLC | 337,054 | $7.73M | 0.02% | +337,054 | New |
| California State Teachers Retirement System | 335,852 | $7.70M | 0.01% | −8,014−2.3% | Reduced |
| Bank of Montreal | 315,707 | $7.24M | 0.00% | −360,626−53.3% | Reduced |
| Maltese Capital Management LLC | 315,000 | $7.23M | 1.09% | +165,000+110.0% | Added |
| HSBC Holdings PLC | 316,237 | $7.19M | 0.00% | −310,632−49.6% | Reduced |
| Point72 Europe (London) LLP | 309,633 | $7.10M | 0.39% | +309,633 | New |
| Adage Capital Partners GP, L.L.C. | 307,025 | $7.04M | 0.01% | +243,084+380.2% | Added |
| Olstein Capital Management, L.P. | 304,000 | $6.97M | 1.32% | −77,120−20.2% | Reduced |
| Manufacturers Life Insurance Company, The | 303,035 | $6.95M | 0.01% | −590−0.2% | Reduced |
| Voloridge Investment Management, LLC | 292,442 | $6.71M | 0.02% | −871,073−74.9% | Reduced |
| ExodusPoint Capital Management, LP | 287,150 | $6.59M | 0.09% | +108,670+60.9% | Added |
| South Dakota Investment Council | 286,413 | $6.57M | 0.13% | −8,700−2.9% | Reduced |
| National Bank of Canada | 280,465 | $6.43M | 0.01% | −479,511−63.1% | Reduced |
| Two Sigma Investments, LP | 267,127 | $6.13M | 0.01% | +150,489+129.0% | Added |
| SRS Capital Advisors, Inc. | 263,904 | $6.05M | 0.09% | +261,334+10,168.6% | Added |
| Toronto Dominion Bank | 262,846 | $6.03M | 0.01% | +27,180+11.5% | Added |
| Natixis | 259,938 | $5.96M | 0.03% | +172,453+197.1% | Added |
| Robeco Institutional Asset Management B.V. | 259,707 | $5.96M | 0.01% | +1,356+0.5% | Added |
| Wesleyan Assurance Society | 258,136 | $5.92M | 0.35% | 00.0% | Unchanged |
| Gifford Fong Associates | 255,393 | $5.86M | 1.23% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 253,843 | $5.82M | 1.22% | −1,742−0.7% | Reduced |
| Governors Lane LP | 249,778 | $5.73M | 0.79% | −675,439−73.0% | Reduced |
| New York State Common Retirement Fund | 246,190 | $5.65M | 0.01% | −12,600−4.9% | Reduced |
| Bank of Nova Scotia | 245,094 | $5.62M | 0.01% | −632,912−72.1% | Reduced |