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, 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
- 566
- +52 vs. Q2 2025
- Shares held
- 391.5M
- −16.9M (−4.1%) vs. Q2 2025
- Total value
- $8.98B
- +$2.54B (+39.4%) vs. Q2 2025
- New holders
- 104
- 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 | 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, 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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2 | $46 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 7 | $166 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $229 | 0.00% | −75−88.2% | Reduced |
| WestEnd Advisors, LLC | 10 | $229 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19 | $436 | 0.00% | +3+18.8% | Added |
| Quaker Wealth Management, LLC | 22 | $505 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 22 | $505 | 0.00% | +22 | New |
| Strengthening Families & Communities, LLC | 22 | $516 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 26 | $597 | 0.00% | +26 | New |
| Rossby Financial, LCC | 26 | $600 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 29 | $666 | 0.00% | +29 | New |
| Bay Harbor Wealth Management, LLC | 31 | $711 | 0.00% | +5+19.2% | Added |
| Rise Advisors, LLC | 32 | $734 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 32 | $734 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $803 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 34 | $813 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $826 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $872 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 39 | $895 | 0.00% | −99−71.7% | Reduced |
| Dunhill Financial, LLC | 40 | $927 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 41 | $941 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 42 | $963 | 0.00% | +42 | New |
| Geneos Wealth Management Inc. | 43 | $986 | 0.00% | −40−48.2% | Reduced |
| Hughes Financial Services, LLC | 42 | $993 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 79 | $1.00K | 0.00% | +79 | New |
| Private Wealth Management Group, LLC | 46 | $1.06K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 51 | $1.17K | 0.00% | −897−94.6% | Reduced |
| Principia Wealth Advisory, LLC | 52 | $1.19K | 0.00% | +7+15.6% | Added |
| UMA Financial Services, Inc. | 52 | $1.19K | 0.00% | +52 | New |
| Grove Bank & Trust | 53 | $1.22K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 53 | $1.22K | 0.00% | +13+32.5% | Added |
| Caitlin John, LLC | 53 | $1.22K | 0.00% | +53 | New |
| Ameritas Advisory Services, LLC | 55 | $1.26K | 0.00% | −260−82.5% | Reduced |
| Tidemark, LLC | 55 | $1.26K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 61 | $1.40K | 0.00% | +5+8.9% | Added |
| Clark Wealth Partners | 58 | $1.52K | 0.00% | +58 | New |
| Transamerica Financial Advisors, Inc. | 69 | $1.58K | 0.00% | +69 | New |
| 1620 Investment Advisors, Inc. | 80 | $1.83K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 80 | $1.84K | 0.00% | +80 | New |
| Quest 10 Wealth Builders, Inc. | 90 | $2.06K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 97 | $2.12K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 96 | $2.20K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 104 | $2.39K | 0.00% | +104 | New |
| Cornerstone Planning Group LLC | 103 | $2.42K | 0.00% | +12+13.2% | Added |
| GWM Advisors LLC | 108 | $2.48K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 112 | $2.57K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 115 | $2.64K | 0.00% | +10+9.5% | Added |
| TFC Financial Management | 117 | $2.68K | 0.00% | +82+234.3% | Added |
| Prestige Wealth Management Group LLC | 118 | $2.71K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 123 | $2.82K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 125 | $2.87K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 139 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 145 | $3.33K | 0.00% | +145 | New |
| Colonial Trust Co | 152 | $3.49K | 0.00% | −38−20.0% | Reduced |
| Eastern Bank | 161 | $3.69K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 161 | $3.69K | 0.00% | +35+27.8% | Added |
| Hilltop National Bank | 162 | $3.72K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $3.92K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 205 | $4.70K | 0.00% | +205 | New |
| ORG Partners LLC | 206 | $4.72K | 0.00% | +34+19.8% | Added |
| Bartlett & Co. Wealth Management LLC | 209 | $4.79K | 0.00% | +175+514.7% | Added |
| Stone House Investment Management, LLC | 212 | $4.86K | 0.00% | +212 | New |
| Rakuten Securities, Inc. | 215 | $4.93K | 0.00% | +206+2,288.9% | Added |
| WealthCollab, LLC | 235 | $5.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $5.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 248 | $5.69K | 0.00% | +17+7.4% | Added |
| First Horizon Corp | 253 | $5.80K | 0.00% | +253 | New |
| Princeton Global Asset Management LLC | 258 | $5.92K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 267 | $6.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 283 | $6.49K | 0.00% | +12+4.4% | Added |
| Plante Moran Financial Advisors, LLC | 295 | $6.77K | 0.00% | +295 | New |
| Activest Wealth Management | 327 | $7.50K | 0.00% | +6+1.9% | Added |
| Cape Investment Advisory, Inc. | 395 | $9.06K | 0.01% | +93+30.8% | Added |
| SJS Investment Consulting Inc. | 399 | $9.15K | 0.00% | +347+667.3% | Added |
| WPG Advisers, LLC | 413 | $9.47K | 0.01% | +77+22.9% | Added |
| Red Tortoise LLC | 446 | $10.2K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 489 | $11.2K | 0.01% | +5+1.0% | Added |
| Avion Wealth | 536 | $12.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 565 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 641 | $14.0K | 0.00% | −57−8.2% | Reduced |
| Cromwell Holdings LLC | 624 | $14.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 635 | $14.6K | 0.00% | +115+22.1% | Added |
| Salomon & Ludwin, LLC | 625 | $15.0K | 0.00% | +625 | New |
| Ronald Blue Trust, Inc. | 686 | $15.7K | 0.00% | +15+2.2% | Added |
| Hemington Wealth Management | 727 | $16.0K | 0.00% | +89+13.9% | Added |
| Sofos Investments, Inc. | 686 | $16.2K | 0.00% | +686 | New |
| Atlantic Trust, LLC | 732 | $16.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 725 | $17.0K | 0.00% | +198+37.6% | Added |
| Salem Investment Counselors Inc | 750 | $17.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 767 | $17.6K | 0.00% | −500−39.5% | Reduced |
| HM Payson & Co | 790 | $18.1K | 0.00% | +790 | New |
| Gables Capital Management Inc. | 934 | $21.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $21.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 973 | $22.4K | 0.00% | +644+195.7% | Added |
| TD Waterhouse Canada Inc. | 1,000 | $23.2K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,153 | $26.4K | 0.01% | +1,153 | New |
| Independence Bank of Kentucky | 1,210 | $27.8K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 1,228 | $28.2K | 0.02% | +40+3.4% | Added |
| Sentry Investment Management LLC | 1,236 | $30.0K | 0.02% | +1,236 | New |