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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1,313 | $30.1K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,325 | $30.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,328 | $30.5K | 0.00% | +1,328 | New |
| Altshuler Shaham Ltd | 1,435 | $32.9K | 0.00% | +211+17.2% | Added |
| Larson Financial Group LLC | 1,466 | $33.6K | 0.00% | +558+61.5% | Added |
| Deseret Mutual Benefit Administrators | 1,536 | $35.2K | 0.01% | −288−15.8% | Reduced |
| Optimum Investment Advisors | 1,600 | $36.7K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 1,610 | $36.7K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,604 | $36.8K | 0.00% | +1,604 | New |
| HHM Wealth Advisors, LLC | 1,650 | $37.9K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,787 | $41.0K | 0.01% | +1,787 | New |
| Manchester Capital Management LLC | 1,880 | $43.1K | 0.01% | −272−12.6% | Reduced |
| Federated Hermes, Inc. | 1,906 | $43.7K | 0.00% | −42−2.2% | Reduced |
| IFP Advisors, Inc | 2,010 | $46.1K | 0.00% | −117−5.5% | Reduced |
| Brown Brothers Harriman & Co | 2,046 | $46.9K | 0.00% | +1,231+151.0% | Added |
| True Wealth Design, LLC | 2,070 | $47.5K | 0.01% | +1,627+367.3% | Added |
| Truvestments Capital LLC | 2,105 | $48.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,138 | $49.0K | 0.00% | +5+0.2% | Added |
| Huntington National Bank | 2,243 | $51.5K | 0.00% | +35+1.6% | Added |
| Capital Analysts, LLC | 2,345 | $54.0K | 0.00% | −165−6.6% | Reduced |
| Clearstead Advisors, LLC | 2,388 | $54.8K | 0.00% | +914+62.0% | Added |
| Wealthspire Advisors, LLC | 2,426 | $55.7K | 0.00% | +2,426 | New |
| Quarry LP | 2,475 | $56.8K | 0.01% | −6,811−73.3% | Reduced |
| Umb Bank N A | 2,623 | $60.2K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,649 | $60.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,780 | $64.0K | 0.00% | +491+21.5% | Added |
| Danske Bank A/S | 3,000 | $68.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,031 | $69.5K | 0.00% | +472+18.4% | Added |
| Van Eck Associates Corp | 3,298 | $76.0K | 0.00% | −4,061−55.2% | Reduced |
| Employees Retirement System of Texas | 3,336 | $77.0K | 0.00% | +3,336 | New |
| Rockefeller Capital Management L.P. | 3,369 | $77.3K | 0.00% | +3,369 | New |
| Caldwell Trust Co | 3,470 | $79.6K | 0.01% | −676−16.3% | Reduced |
| Evelyn Partners Investment Management LLP | 3,470 | $79.6K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,591 | $82.0K | 0.01% | −5,177−59.0% | Reduced |
| Contravisory Investment Management, Inc. | 3,882 | $89.1K | 0.02% | +1,779+84.6% | Added |
| Zions Bancorporation, National Association | 4,076 | $93.5K | 0.00% | +33+0.8% | Added |
| Proffitt & Goodson Inc | 4,166 | $95.6K | 0.01% | −440−9.6% | Reduced |
| TD Private Client Wealth LLC | 4,168 | $95.6K | 0.00% | +158+3.9% | Added |
| Ameritas Investment Partners, Inc. | 4,224 | $96.9K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 4,854 | $111.6K | 0.00% | −144−2.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,491 | $126.0K | 0.06% | +5,491 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,513 | $126.5K | 0.02% | −44,437−89.0% | Reduced |
| MCF Advisors LLC | 6,089 | $139.7K | 0.01% | +2,913+91.7% | Added |
| Simplex Trading, LLC | 6,208 | $142.0K | 0.00% | −14,744−70.4% | Reduced |
| Covestor Ltd | 6,416 | $147.0K | 0.08% | −6,312−49.6% | Reduced |
| Principal Securities, Inc. | 6,452 | $148.0K | 0.00% | +1,838+39.8% | Added |
| Newbridge Financial Services Group, Inc. | 6,716 | $154.1K | 0.02% | +6,716 | New |
| Bayforest Capital Ltd | 6,996 | $160.5K | 0.08% | +6,957+17,838.5% | Added |
| Harbour Investments, Inc. | 7,501 | $172.1K | 0.00% | +7,438+11,806.3% | Added |
| Bessemer Group Inc | 7,970 | $184.0K | 0.00% | +1,352+20.4% | Added |
| SBI Securities Co., Ltd. | 8,105 | $185.9K | 0.00% | −462−5.4% | Reduced |
| MUFG Securities EMEA plc | 8,536 | $195.8K | 0.00% | +7,216+546.7% | Added |
| STRS Ohio | 8,702 | $199.6K | 0.00% | −98,282−91.9% | Reduced |
| Clear Street Markets LLC | 8,768 | $201.1K | 0.07% | +8,467+2,813.0% | Added |
| Ritholtz Wealth Management | 8,775 | $201.3K | 0.00% | +8,775 | New |
| Steinberganna Wealth Management | 8,782 | $201.5K | 0.09% | +8,782 | New |
| waypoint wealth counsel | 8,868 | $203.4K | 0.08% | +8,868 | New |
| Symmetry Partners, LLC | 8,915 | $204.5K | 0.02% | +8,915 | New |
| Perigon Wealth Management, LLC | 8,931 | $204.9K | 0.00% | +8,931 | New |
| Longboard Asset Management, LP | 8,978 | $206.0K | 0.33% | +8,978 | New |
| Parallax Volatility Advisers, L.P. | 8,987 | $206.2K | 0.01% | +8,987 | New |
| United Capital Financial Advisers, LLC | 9,130 | $209.4K | 0.00% | +9,130 | New |
| Prelude Capital Management, LLC | 9,203 | $211.1K | 0.02% | −3,931−29.9% | Reduced |
| R Squared Ltd | 9,318 | $213.8K | 0.09% | +9,318 | New |
| Versant Capital Management, Inc | 9,349 | $214.5K | 0.03% | +340+3.8% | Added |
| DekaBank Deutsche Girozentrale | 9,528 | $218.0K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 9,606 | $220.4K | 0.00% | +9,606 | New |
| Baker Avenue Asset Management, LP | 9,682 | $222.1K | 0.01% | +9,682 | New |
| Atomi Financial Group, Inc. | 9,891 | $226.9K | 0.01% | +9,891 | New |
| M&T Bank Corp | 9,969 | $228.7K | 0.00% | +9,969 | New |
| Jackson Thornton Asset Management, LLC | 9,598 | $230.4K | 0.02% | +9,598 | New |
| SG Americas Securities, LLC | 10,064 | $231.0K | 0.00% | −67,399−87.0% | Reduced |
| Walleye Capital LLC | 10,086 | $231.4K | 0.00% | +10,086 | New |
| Capstone Investment Advisors, LLC | 10,101 | $231.7K | 0.00% | +10,101 | New |
| 111 Capital | 10,122 | $232.2K | 0.04% | +10,122 | New |
| Abich Financial Wealth Management LLC | 10,296 | $236.2K | 0.08% | +10,296 | New |
| Cinctive Capital Management LP | 10,297 | $236.2K | 0.01% | −58,922−85.1% | Reduced |
| Panagora Asset Management Inc | 10,358 | $237.6K | 0.00% | −283−2.7% | Reduced |
| Metis Global Partners, LLC | 10,461 | $240.0K | 0.01% | −136−1.3% | Reduced |
| Mather Group, LLC. | 10,556 | $242.1K | 0.00% | +10,556 | New |
| Brand Asset Management Group, Inc. | 10,562 | $242.3K | 0.07% | +10,562 | New |
| Cornerstone Wealth Management, LLC | 10,700 | $245.5K | 0.01% | −500−4.5% | Reduced |
| Caerus Investment Advisors, LLC | 10,763 | $246.9K | 0.10% | +10,763 | New |
| Sivia Capital Partners, LLC | 10,937 | $250.9K | 0.07% | +10,937 | New |
| Carrera Capital Advisors | 11,059 | $253.7K | 0.05% | +119+1.1% | Added |
| Warren Averett Asset Management, LLC | 11,165 | $256.1K | 0.00% | +11,165 | New |
| Signaturefd, LLC | 11,257 | $258.2K | 0.00% | +443+4.1% | Added |
| Catalytic Wealth RIA, LLC | 11,318 | $259.6K | 0.01% | +11,318 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,361 | $260.6K | 0.00% | −82,993−88.0% | Reduced |
| KBC Group NV | 11,414 | $262.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,631 | $266.8K | 0.00% | −33,083−74.0% | Reduced |
| United Community Bank | 11,698 | $268.4K | 0.08% | +7,518+179.9% | Added |
| Keynote Financial Services LLC | 11,744 | $269.4K | 0.16% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 11,825 | $271.3K | 0.02% | −500−4.1% | Reduced |
| Coldstream Capital Management Inc | 11,885 | $272.6K | 0.00% | +880+8.0% | Added |
| Quadrant Capital Group LLC | 11,978 | $274.8K | 0.01% | +62+0.5% | Added |
| MUFG Securities Americas Inc. | 12,026 | $275.9K | 0.02% | +2,107+21.2% | Added |
| Exchange Traded Concepts, LLC | 12,102 | $277.6K | 0.00% | +6,401+112.3% | Added |
| Anb Bank | 12,163 | $279.0K | 0.11% | +12,163 | New |
| Chicago Partners Investment Group LLC | 11,650 | $279.1K | 0.01% | +11,650 | New |