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.
Q3 2025 vs. Q2 2025
How the institutions holding Invesco Ltd. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Of which not filed for Q3 2025 | Q3 2025 | Change |
|---|---|---|---|---|
| Holders | 521 | 7 | 566 | +52 |
| Shares | 411.8M | 3.35M | 391.5M | −16.9M (−4.1%) |
| Value | $6.50B | $52.8M | $8.98B | +$2.54B (+39.4%) |
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (104)
Institutions that held Invesco Ltd. at the end of Q3 2025 but not at the end of Q2 2025.
Showing the largest 100 of 104 by value.
Sold out (52)
Institutions that held Invesco Ltd. at the end of Q2 2025 and filed for Q3 2025 without it.
Not filed for Q3 2025 yet (7)
Institutions that held Invesco Ltd. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| Norges Bank | 3,287,134 | $51.8M |
| CIBC World Markets Corp | 37,679 | $594.2K |
| EP Wealth Advisors, LLC | 11,990 | $189.1K |
| Avantax Advisory Services, Inc. | 11,133 | $175.6K |
| Capital A Wealth Management, LLC | 1,667 | $29.7K |
| First Horizon Advisors, Inc. | 474 | $7.49K |
| Parkworth Wealth Management, Inc. | 19 | $300 |