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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 12,396 | $284.4K | 0.00% | +263+2.2% | Added |
| Waddell & Associates, LLC | 12,543 | $287.7K | 0.02% | +1,650+15.1% | Added |
| Full Sail Capital, LLC | 12,556 | $288.0K | 0.02% | +12,556 | New |
| Vise Technologies, Inc. | 12,757 | $292.6K | 0.01% | −527−4.0% | Reduced |
| Gotham Asset Management, LLC | 12,767 | $292.9K | 0.00% | +229+1.8% | Added |
| Adams Wealth Management | 12,801 | $293.7K | 0.06% | −5,786−31.1% | Reduced |
| CacheTech Inc. | 12,801 | $293.7K | 0.06% | −5,786−31.1% | Reduced |
| US Bancorp | 12,879 | $295.4K | 0.00% | +510+4.1% | Added |
| Element Wealth, LLC | 13,039 | $299.1K | 0.13% | +11+0.1% | Added |
| MinichMacGregor Wealth Management, LLC | 13,041 | $299.2K | 0.06% | +13,041 | New |
| Transcend Wealth Collective, LLC | 13,138 | $301.4K | 0.02% | +13,138 | New |
| Everence Capital Management Inc | 13,310 | $305.0K | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 13,300 | $305.1K | 0.00% | +13,300 | New |
| EverSource Wealth Advisors, LLC | 13,582 | $311.6K | 0.01% | +636+4.9% | Added |
| Generali Asset Management SPA SGR | 13,796 | $316.5K | 0.01% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 14,080 | $323.0K | 0.23% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 14,195 | $325.6K | 0.02% | +14,195 | New |
| Catalyst Funds Management Pty Ltd | 14,200 | $325.7K | 0.05% | +14,200 | New |
| Paragon Capital Management Ltd | 14,442 | $331.3K | 0.06% | −747−4.9% | Reduced |
| LGT Group Foundation | 14,635 | $337.9K | 0.00% | −5,644−27.8% | Reduced |
| Patton Fund Management, Inc. | 15,115 | $346.7K | 0.06% | +15,115 | New |
| Beacon Investment Advisory Services, Inc. | 15,123 | $346.9K | 0.01% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 15,175 | $348.1K | 0.05% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 15,194 | $348.6K | 0.00% | +1,524+11.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $352.5K | 0.00% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 15,410 | $353.5K | 0.06% | −9−0.1% | Reduced |
| Independent Financial Group, LLC | 15,609 | $358.1K | 0.01% | −14,300−47.8% | Reduced |
| Nomura Asset Management Co Ltd | 15,792 | $362.3K | 0.00% | −597−3.6% | Reduced |
| Tower Research Capital LLC (TRC) | 16,007 | $367.2K | 0.01% | +11,259+237.1% | Added |
| Axq Capital, LP | 16,213 | $371.9K | 0.14% | +4,662+40.4% | Added |
| NBC Securities, Inc. | 16,267 | $373.2K | 0.03% | −100−0.6% | Reduced |
| Independent Advisor Alliance | 16,383 | $375.8K | 0.01% | +206+1.3% | Added |
| CX Institutional | 16,552 | $380.0K | 0.01% | −277−1.6% | Reduced |
| Evoke Wealth, LLC | 17,009 | $390.2K | 0.01% | +2,201+14.9% | Added |
| Prospera Financial Services Inc | 17,032 | $390.9K | 0.01% | +1,022+6.4% | Added |
| V-Square Quantitative Management LLC | 17,134 | $393.1K | 0.07% | +691+4.2% | Added |
| Sanctuary Advisors, LLC | 17,590 | $403.5K | 0.00% | +975+5.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,654 | $405.0K | 0.00% | −199−1.1% | Reduced |
| Glenmede Investment Management, LP | 17,664 | $405.2K | 0.00% | −3,414−16.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,747 | $407.1K | 0.00% | +5,265+42.2% | Added |
| MAI Capital Management | 17,985 | $412.6K | 0.00% | +677+3.9% | Added |
| Graham Capital Management, L.P. | 18,321 | $420.3K | 0.02% | −151,550−89.2% | Reduced |
| State of Wyoming | 18,433 | $422.9K | 0.05% | −7,572−29.1% | Reduced |
| Apollon Wealth Management, LLC | 18,560 | $425.8K | 0.01% | +4,229+29.5% | Added |
| Syon Capital LLC | 18,865 | $432.8K | 0.02% | +3,796+25.2% | Added |
| Forum Financial Management, LP | 19,139 | $439.0K | 0.01% | +1,812+10.5% | Added |
| Park Avenue Securities LLC | 19,159 | $440.0K | 0.00% | +2,467+14.8% | Added |
| Utah Retirement Systems | 19,237 | $441.3K | 0.00% | 00.0% | Unchanged |
| Kendall Capital Management | 19,575 | $449.1K | 0.10% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 19,628 | $450.3K | 0.01% | +2,551+14.9% | Added |
| Inscription Capital, LLC | 19,851 | $455.4K | 0.05% | +19,851 | New |
| Wolverine Trading, LLC | 19,941 | $458.6K | 0.01% | +19,941 | New |
| New Mexico Educational Retirement Board | 20,214 | $464.0K | 0.01% | −800−3.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 20,629 | $473.2K | 0.00% | −595−2.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 20,635 | $476.5K | 0.00% | +228+1.1% | Added |
| Advisory Services Network, LLC | 20,838 | $478.0K | 0.01% | +20,838 | New |
| ING Groep NV | 20,885 | $479.1K | 0.00% | −760−3.5% | Reduced |
| Kestra Advisory Services, LLC | 20,980 | $481.3K | 0.00% | −16,573−44.1% | Reduced |
| HighTower Advisors, LLC | 21,292 | $488.4K | 0.00% | +8,280+63.6% | Added |
| Inceptionr LLC | 21,511 | $493.5K | 0.12% | +21,511 | New |
| Securian Asset Management, Inc | 21,537 | $494.1K | 0.01% | −1,811−7.8% | Reduced |
| Wedmont Private Capital | 20,780 | $500.8K | 0.02% | +3,618+21.1% | Added |
| Foundations Investment Advisors, LLC | 21,905 | $502.5K | 0.01% | +21,905 | New |
| Arvest Investments, Inc. | 21,973 | $504.1K | 0.07% | −209−0.9% | Reduced |
| Novare Capital Management LLC | 22,000 | $504.7K | 0.04% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 22,501 | $516.2K | 0.01% | −2,299−9.3% | Reduced |
| Fifth Third Bancorp | 22,870 | $524.6K | 0.00% | +849+3.9% | Added |
| Krilogy Financial LLC | 22,764 | $532.0K | 0.02% | +22,764 | New |
| Louisiana State Employees Retirement System | 23,400 | $536.8K | 0.01% | −200−0.8% | Reduced |
| Farther Finance Advisors, LLC | 23,415 | $537.1K | 0.01% | +842+3.7% | Added |
| Merit Financial Group, LLC | 23,733 | $544.4K | 0.01% | +4,620+24.2% | Added |
| DRW Securities, LLC | 23,656 | $546.8K | 0.03% | +11,335+92.0% | Added |
| Kera Capital Partners, Inc. | 24,200 | $555.1K | 0.08% | +1,824+8.2% | Added |
| Groupama Asset Managment | 24,968 | $572.8K | 0.01% | +24,968 | New |
| Point72 (DIFC) Ltd | 25,192 | $577.9K | 0.04% | +25,192 | New |
| Quantessence Capital LLC | 25,200 | $578.1K | 0.18% | +25,200 | New |
| Venture Visionary Partners LLC | 25,573 | $586.7K | 0.02% | +40.0% | Added |
| Integrated Wealth Concepts LLC | 25,905 | $594.3K | 0.01% | +3,621+16.2% | Added |
| Hartford Investment Management Co | 25,997 | $596.4K | 0.02% | −270−1.0% | Reduced |
| Stock Yards Bank & Trust Co | 26,042 | $597.4K | 0.02% | −240−0.9% | Reduced |
| Norinchukin Bank, The | 26,249 | $602.2K | 0.01% | +544+2.1% | Added |
| Penserra Capital Management LLC | 26,687 | $612.0K | 0.01% | +26,687 | New |
| Tennessee Valley Asset Management Partners | 26,915 | $617.4K | 0.08% | +26,915 | New |
| CIBC Private Wealth Group, LLC | 27,432 | $629.3K | 0.00% | −167−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 27,472 | $630.2K | 0.00% | +21,912+394.1% | Added |
| Sequoia Financial Advisors, LLC | 27,841 | $638.7K | 0.00% | +17,798+177.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,105 | $645.0K | 0.00% | +1,288+4.8% | Added |
| Impact Partnership Wealth, LLC | 28,398 | $651.4K | 0.10% | −1,758−5.8% | Reduced |
| Advisors Asset Management, Inc. | 28,468 | $653.1K | 0.01% | −2,171−7.1% | Reduced |
| Guinness Asset Management LTD | 29,216 | $672.0K | 0.01% | +29,216 | New |
| Arvest Bank Trust Division | 29,565 | $678.2K | 0.04% | −1,320−4.3% | Reduced |
| Crossmark Global Holdings, Inc. | 29,809 | $683.8K | 0.01% | +20+0.1% | Added |
| Public Employees Retirement Association of Colorado | 29,961 | $687.0K | 0.00% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 30,054 | $689.4K | 0.00% | +18,821+167.6% | Added |
| Equitable Holdings, Inc. | 30,150 | $691.6K | 0.01% | −7,898−20.8% | Reduced |
| Xponance, Inc. | 30,621 | $702.4K | 0.01% | −4,425−12.6% | Reduced |
| Mizuho Securities USA LLC | 32,481 | $711.0K | 0.01% | +1,543+5.0% | Added |
| Investors Research Corp | 31,312 | $718.3K | 0.13% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 30,046 | $724.1K | 0.02% | +4,508+17.7% | Added |
| Savant Capital, LLC | 32,014 | $734.4K | 0.00% | −1,594−4.7% | Reduced |