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 |
|---|---|---|---|---|---|
| Quilter Plc | 32,245 | $739.7K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 32,253 | $740.0K | 0.00% | +1,609+5.3% | Added |
| GAMMA Investing LLC | 32,836 | $753.3K | 0.04% | +3,247+11.0% | Added |
| Janney Montgomery Scott LLC | 32,867 | $754.0K | 0.00% | −53,957−62.1% | Reduced |
| IMC-Chicago, LLC | 33,207 | $761.8K | 0.01% | +33,207 | New |
| AE Wealth Management LLC | 33,271 | $763.2K | 0.00% | +5,616+20.3% | Added |
| Colony Group, LLC | 33,962 | $779.1K | 0.00% | +14,267+72.4% | Added |
| State of Wisconsin Investment Board | 34,004 | $780.1K | 0.00% | +314+0.9% | Added |
| Elevated Capital Advisors, LLC | 34,213 | $784.8K | 0.20% | −6,871−16.7% | Reduced |
| Oak Thistle LLC | 34,606 | $793.9K | 0.12% | −74,699−68.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,141 | $806.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 35,250 | $808.6K | 0.00% | +19,507+123.9% | Added |
| Los Angeles Capital Management LLC | 35,340 | $810.7K | 0.00% | +35,340 | New |
| Advisor Group Holdings, Inc. | 36,803 | $819.5K | 0.00% | −7,156−16.3% | Reduced |
| Pallas Capital Advisors LLC | 36,347 | $833.8K | 0.03% | +362+1.0% | Added |
| Buckingham Strategic Partners | 35,678 | $837.1K | 0.01% | +12,183+51.9% | Added |
| Retirement Planning Co of New England, Inc. | 36,535 | $838.1K | 0.34% | −898−2.4% | Reduced |
| Twin Capital Management Inc | 36,599 | $839.6K | 0.11% | −1,767−4.6% | Reduced |
| Kingsview Wealth Management, LLC | 37,007 | $848.9K | 0.01% | +9,023+32.2% | Added |
| Wealthcare Advisory Partners LLC | 37,639 | $863.4K | 0.02% | −1,342−3.4% | Reduced |
| Ethic Inc. | 38,153 | $875.2K | 0.01% | +16,503+76.2% | Added |
| CAPROCK Group, Inc. | 40,349 | $891.7K | 0.02% | +40,349 | New |
| Envestnet Asset Management Inc | 39,731 | $911.4K | 0.00% | +18,810+89.9% | Added |
| Private Advisor Group, LLC | 39,918 | $915.7K | 0.00% | +28,513+250.0% | Added |
| Advisors Preferred, LLC | 40,306 | $930.7K | 0.14% | +40,306 | New |
| Brighton Jones LLC | 41,802 | $958.9K | 0.02% | +7,959+23.5% | Added |
| O'Shaughnessy Asset Management, LLC | 41,964 | $962.7K | 0.01% | +5,923+16.4% | Added |
| Aviance Capital Partners, LLC | 44,143 | $1.01M | 0.12% | +44,143 | New |
| Weiss Asset Management LP | 44,430 | $1.02M | 0.01% | +44,430 | New |
| Guggenheim Capital LLC | 44,440 | $1.02M | 0.01% | +5,385+13.8% | Added |
| Dark Forest Capital Management LP | 45,270 | $1.04M | 0.04% | −178,262−79.7% | Reduced |
| Invst, LLC | 45,528 | $1.04M | 0.12% | −2,604−5.4% | Reduced |
| CIBC Bancorp USA Inc. | 45,538 | $1.04M | 0.01% | +45,538 | New |
| Essential Partners LLC | 46,030 | $1.06M | 0.35% | +1,453+3.3% | Added |
| Bridgewater Associates, LP | 46,467 | $1.07M | 0.00% | +46,467 | New |
| Mount Lucas Management LP | 46,809 | $1.07M | 0.48% | −895−1.9% | Reduced |
| Rothschild Investment LLC | 46,844 | $1.07M | 0.06% | +3,804+8.8% | Added |
| Vinva Investment Management Ltd | 31,000 | $1.08M | 0.02% | −11,052−26.3% | Reduced |
| State of Alaska, Department of Revenue | 48,129 | $1.10M | 0.01% | −2,157−4.3% | Reduced |
| Mutual of America Capital Management LLC | 48,343 | $1.11M | 0.01% | −2,984−5.8% | Reduced |
| Kestra Private Wealth Services, LLC | 48,424 | $1.11M | 0.01% | +70+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 49,261 | $1.13M | 0.33% | +49,261 | New |
| WBI Investments | 49,782 | $1.14M | 0.29% | −59,510−54.5% | Reduced |
| Elo Mutual Pension Insurance Co | 50,323 | $1.15M | 0.02% | +5,944+13.4% | Added |
| Oregon Public Employees Retirement Fund | 51,035 | $1.17M | 0.02% | +12,428+32.2% | Added |
| Standard Life Aberdeen plc | 53,506 | $1.23M | 0.00% | −23,390−30.4% | Reduced |
| Natixis Advisors, L.P. | 54,148 | $1.24M | 0.00% | +5,307+10.9% | Added |
| Summit Trail Advisors, LLC | 54,168 | $1.24M | 0.02% | +54,168 | New |
| Nisa Investment Advisors, LLC | 54,859 | $1.26M | 0.00% | −2,858−5.0% | Reduced |
| CI Private Wealth, LLC | 55,785 | $1.28M | 0.00% | +2,922+5.5% | Added |
| NEOS Investment Management LLC | 56,779 | $1.30M | 0.01% | +16,926+42.5% | Added |
| CIBC Asset Management Inc | 56,827 | $1.30M | 0.00% | −82−0.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 57,621 | $1.32M | 0.05% | −9,182−13.7% | Reduced |
| Yousif Capital Management, LLC | 57,789 | $1.33M | 0.01% | −7,671−11.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 57,790 | $1.33M | 0.00% | −139,002−70.6% | Reduced |
| Woodline Partners LP | 58,880 | $1.35M | 0.01% | +10,529+21.8% | Added |
| Engineers Gate Manager LP | 59,410 | $1.36M | 0.02% | +40,877+220.6% | Added |
| Allworth Financial LP | 59,698 | $1.37M | 0.01% | +2,802+4.9% | Added |
| New York Life Investment Management LLC | 59,780 | $1.37M | 0.01% | −287−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 61,725 | $1.42M | 0.00% | −29,695−32.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 61,769 | $1.42M | 0.00% | +1,770+3.0% | Added |
| Picton Mahoney Asset Management | 64,104 | $1.47M | 0.02% | +64,104 | New |
| Twin Tree Management, LP | 65,353 | $1.50M | 0.07% | −162,480−71.3% | Reduced |
| Cubist Systematic Strategies, LLC | 65,888 | $1.51M | 0.02% | −394,213−85.7% | Reduced |
| Norris Financial Group, LLC | 66,287 | $1.52M | 0.56% | +66,287 | New |
| ARGA Investment Management, LP | 66,425 | $1.52M | 0.04% | −37,573−36.1% | Reduced |
| Lecap Asset Management Ltd | 67,435 | $1.55M | 0.54% | +67,435 | New |
| Pictet Asset Management Holding SA | 68,312 | $1.57M | 0.00% | −17,652−20.5% | Reduced |
| Credit Agricole S A | 68,524 | $1.57M | 0.01% | +68,524 | New |
| Gold Investment Management Ltd. | 68,940 | $1.58M | 0.53% | +2,616+3.9% | Added |
| Vident Advisory, LLC | 69,037 | $1.58M | 0.02% | −15,306−18.1% | Reduced |
| JustInvest LLC | 70,744 | $1.62M | 0.02% | +291+0.4% | Added |
| Greenwood Capital Associates LLC | 72,169 | $1.66M | 0.19% | −2,854−3.8% | Reduced |
| MML Investors Services, LLC | 72,225 | $1.66M | 0.00% | +11,734+19.4% | Added |
| Captrust Financial Advisors | 73,381 | $1.68M | 0.00% | +13,364+22.3% | Added |
| Mork Capital Management, LLC | 73,400 | $1.68M | 1.16% | 00.0% | Unchanged |
| Group One Trading, L.P. | 74,399 | $1.71M | 0.05% | +74,399 | New |
| Gator Capital Management, LLC | 75,000 | $1.72M | 0.44% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 76,050 | $1.74M | 0.00% | −11,356−13.0% | Reduced |
| Teacher Retirement System of Texas | 76,849 | $1.76M | 0.01% | +8,305+12.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 76,851 | $1.76M | 0.00% | +15,088+24.4% | Added |
| Neuberger Berman Group LLC | 77,474 | $1.78M | 0.00% | +6,686+9.4% | Added |
| TD Asset Management Inc | 78,381 | $1.80M | 0.00% | −2,600−3.2% | Reduced |
| Lazard Asset Management LLC | 79,551 | $1.82M | 0.00% | −3,191−3.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 80,150 | $1.84M | 0.00% | +3,759+4.9% | Added |
| Amalgamated Bank | 80,476 | $1.85M | 0.01% | −1,804−2.2% | Reduced |
| Cozad Asset Management Inc | 81,396 | $1.87M | 0.15% | +1,746+2.2% | Added |
| Commonwealth Equity Services, LLC | 81,877 | $1.88M | 0.00% | −22,149−21.3% | Reduced |
| Highland Capital Management, LLC | 82,100 | $1.88M | 0.09% | +900+1.1% | Added |
| Trexquant Investment LP | 83,141 | $1.91M | 0.02% | −14,594−14.9% | Reduced |
| Wealthfront Advisers LLC | 85,723 | $1.97M | 0.00% | +474+0.6% | Added |
| Horizon Investments, LLC | 86,152 | $1.98M | 0.03% | +78,661+1,050.1% | Added |
| Asset Management One Co.,Ltd. | 86,389 | $1.98M | 0.01% | −21,857−20.2% | Reduced |
| UniSuper Management Pty Ltd | 87,180 | $2.00M | 0.01% | −22,112−20.2% | Reduced |
| Voya Investment Management LLC | 88,001 | $2.02M | 0.00% | −26,723−23.3% | Reduced |
| CSS LLC | 89,937 | $2.06M | 0.12% | −14,040−13.5% | Reduced |
| Creative Planning | 89,962 | $2.06M | 0.00% | +57,955+181.1% | Added |
| Harmony Asset Management LLC | 90,930 | $2.09M | 0.72% | +80.0% | Added |
| Handelsbanken Fonder AB | 91,700 | $2.10M | 0.01% | +14,700+19.1% | Added |
| Valueworks LLC | 94,929 | $2.18M | 0.63% | −3,117−3.2% | Reduced |