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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 95,135 | $2.18M | 0.01% | −902−0.9% | Reduced |
| Edgestream Partners, L.P. | 96,058 | $2.20M | 0.06% | +96,058 | New |
| Public Sector Pension Investment Board | 96,158 | $2.21M | 0.01% | +3,459+3.7% | Added |
| KLP Kapitalforvaltning AS | 97,000 | $2.23M | 0.01% | +700+0.7% | Added |
| Pacer Advisors, Inc. | 97,781 | $2.24M | 0.01% | −4,645−4.5% | Reduced |
| CIBC World Markets Inc. | 99,955 | $2.29M | 0.00% | +99,955 | New |
| Y-Intercept (Hong Kong) Ltd | 101,484 | $2.33M | 0.06% | −128,768−55.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 102,174 | $2.34M | 0.01% | +18,105+21.5% | Added |
| Brandywine Global Investment Management, LLC | 104,530 | $2.40M | 0.02% | −1,480−1.4% | Reduced |
| Baird Financial Group, Inc. | 105,909 | $2.43M | 0.00% | +3,502+3.4% | Added |
| Arizona State Retirement System | 105,949 | $2.43M | 0.01% | +1,393+1.3% | Added |
| Truist Financial Corp | 106,219 | $2.44M | 0.00% | +9,410+9.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 107,092 | $2.46M | 0.01% | −2,674−2.4% | Reduced |
| MetLife Investment Management | 109,280 | $2.51M | 0.01% | −3,362−3.0% | Reduced |
| Pathstone Holdings, LLC | 113,025 | $2.59M | 0.01% | −2,580−2.2% | Reduced |
| Czech National Bank | 113,266 | $2.60M | 0.02% | +3,868+3.5% | Added |
| State of New Jersey Common Pension Fund D | 113,659 | $2.61M | 0.01% | −15,521−12.0% | Reduced |
| Continental Advisors LLC | 116,690 | $2.68M | 1.81% | −15,000−11.4% | Reduced |
| State of Michigan Retirement System | 120,598 | $2.77M | 0.01% | −900−0.7% | Reduced |
| Public Employees Retirement System of Ohio | 121,977 | $2.80M | 0.01% | +695+0.6% | Added |
| Qsemble Capital Management, LP | 122,298 | $2.81M | 0.27% | −73,115−37.4% | Reduced |
| Stifel Financial Corp | 125,403 | $2.88M | 0.00% | −96,866−43.6% | Reduced |
| Cetera Investment Advisers | 125,629 | $2.88M | 0.00% | +45,056+55.9% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $2.89M | 0.10% | 00.0% | Unchanged |
| Hancock Whitney Corp | 129,153 | $2.96M | 0.05% | +621+0.5% | Added |
| American Century Companies Inc | 131,097 | $3.01M | 0.00% | −944−0.7% | Reduced |
| Del-Sette Capital Management, LLC | 131,156 | $3.01M | 1.87% | +131,156 | New |
| Convergence Investment Partners, LLC | 131,684 | $3.02M | 0.68% | +131,684 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 134,642 | $3.09M | 0.02% | +854+0.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 141,014 | $3.23M | 0.01% | −154,688−52.3% | Reduced |
| Jones Financial Companies LLLP | 144,976 | $3.29M | 0.00% | +26,195+22.1% | Added |
| The PNC Financial Services Group, Inc. | 145,322 | $3.33M | 0.00% | +27,045+22.9% | Added |
| SEI Investments Co | 147,160 | $3.38M | 0.00% | +18,204+14.1% | Added |
| Wells Fargo & Company | 147,416 | $3.38M | 0.00% | −16,815−10.2% | Reduced |
| Susquehanna International Group, LLP | 147,860 | $3.39M | 0.00% | +94,134+175.2% | Added |
| Two Sigma Advisers, LP | 153,400 | $3.52M | 0.01% | −606,500−79.8% | Reduced |
| ProShare Advisors LLC | 154,745 | $3.55M | 0.01% | −31,800−17.0% | Reduced |
| Financial Sense Advisors, Inc. | 156,345 | $3.59M | 0.66% | +156,345 | New |
| Mercer Global Advisors Inc | 159,988 | $3.67M | 0.01% | +49,347+44.6% | Added |
| Raymond James Financial Inc | 161,674 | $3.71M | 0.00% | +51,457+46.7% | Added |
| Jefferies Financial Group Inc. | 162,270 | $3.72M | 0.03% | −44,181−21.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 162,414 | $3.73M | 0.03% | +22,238+15.9% | Added |
| Treasurer of the State of North Carolina | 163,620 | $3.75M | 0.01% | −6,377−3.8% | Reduced |
| Rafferty Asset Management, LLC | 164,997 | $3.79M | 0.01% | −9,378−5.4% | Reduced |
| Great West Life Assurance Co | 165,511 | $3.81M | 0.01% | −69,829−29.7% | Reduced |
| Storebrand Asset Management AS | 168,596 | $3.87M | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 170,480 | $3.91M | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 170,452 | $3.91M | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 178,394 | $4.09M | 0.03% | +32,785+22.5% | Added |
| Vontobel Holding Ltd. | 184,742 | $4.24M | 0.01% | −239,279−56.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 176,296 | $4.25M | 0.01% | +47,414+36.8% | Added |
| Russell Investments Group, Ltd. | 185,525 | $4.26M | 0.00% | +82,941+80.9% | Added |
| Cacti Asset Management LLC | 192,630 | $4.38M | 0.30% | −140,387−42.2% | Reduced |
| Erste Asset Management GmbH | 190,510 | $4.38M | 0.04% | +30,239+18.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 191,887 | $4.40M | 0.01% | −92,131−32.4% | Reduced |
| QRG Capital Management, Inc. | 194,825 | $4.47M | 0.05% | −44,368−18.5% | Reduced |
| CWM, LLC | 197,987 | $4.54M | 0.01% | +72,038+57.2% | Added |
| Mariner, LLC | 204,298 | $4.69M | 0.01% | +69,641+51.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 205,219 | $4.71M | 0.01% | −34,516−14.4% | Reduced |
| Victory Capital Management Inc | 213,465 | $4.90M | 0.00% | −75,611−26.2% | Reduced |
| Gabelli Funds LLC | 215,000 | $4.93M | 0.03% | +60,000+38.7% | Added |
| Wellington Management Group LLP | 226,532 | $5.20M | 0.00% | +189,560+512.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 227,598 | $5.22M | 0.01% | −8,799−3.7% | Reduced |
| Tudor Investment Corp Et Al | 236,075 | $5.42M | 0.04% | −1,085,942−82.1% | Reduced |
| LPL Financial LLC | 241,656 | $5.54M | 0.00% | −46,891−16.3% | Reduced |
| American Financial Group Inc | 245,000 | $5.62M | 2.17% | 00.0% | Unchanged |
| Bank of Nova Scotia | 245,094 | $5.62M | 0.01% | −632,912−72.1% | Reduced |
| New York State Common Retirement Fund | 246,190 | $5.65M | 0.01% | −12,600−4.9% | Reduced |
| Governors Lane LP | 249,778 | $5.73M | 0.79% | −675,439−73.0% | Reduced |
| Poehling Capital Management, LLC | 253,843 | $5.82M | 1.22% | −1,742−0.7% | Reduced |
| Gifford Fong Associates | 255,393 | $5.86M | 1.23% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 258,136 | $5.92M | 0.35% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 259,707 | $5.96M | 0.01% | +1,356+0.5% | Added |
| Natixis | 259,938 | $5.96M | 0.03% | +172,453+197.1% | Added |
| Toronto Dominion Bank | 262,846 | $6.03M | 0.01% | +27,180+11.5% | Added |
| SRS Capital Advisors, Inc. | 263,904 | $6.05M | 0.09% | +261,334+10,168.6% | Added |
| Two Sigma Investments, LP | 267,127 | $6.13M | 0.01% | +150,489+129.0% | Added |
| National Bank of Canada | 280,465 | $6.43M | 0.01% | −479,511−63.1% | Reduced |
| South Dakota Investment Council | 286,413 | $6.57M | 0.13% | −8,700−2.9% | Reduced |
| ExodusPoint Capital Management, LP | 287,150 | $6.59M | 0.09% | +108,670+60.9% | Added |
| Voloridge Investment Management, LLC | 292,442 | $6.71M | 0.02% | −871,073−74.9% | Reduced |
| Manufacturers Life Insurance Company, The | 303,035 | $6.95M | 0.01% | −590−0.2% | Reduced |
| Olstein Capital Management, L.P. | 304,000 | $6.97M | 1.32% | −77,120−20.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 307,025 | $7.04M | 0.01% | +243,084+380.2% | Added |
| Point72 Europe (London) LLP | 309,633 | $7.10M | 0.39% | +309,633 | New |
| HSBC Holdings PLC | 316,237 | $7.19M | 0.00% | −310,632−49.6% | Reduced |
| Maltese Capital Management LLC | 315,000 | $7.23M | 1.09% | +165,000+110.0% | Added |
| Bank of Montreal | 315,707 | $7.24M | 0.00% | −360,626−53.3% | Reduced |
| California State Teachers Retirement System | 335,852 | $7.70M | 0.01% | −8,014−2.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 337,054 | $7.73M | 0.02% | +337,054 | New |
| Schonfeld Strategic Advisors LLC | 347,622 | $7.97M | 0.06% | +347,622 | New |
| Man Group plc | 348,880 | $8.00M | 0.02% | −263,349−43.0% | Reduced |
| Franklin Resources Inc | 355,615 | $8.16M | 0.00% | +78,709+28.4% | Added |
| Live Oak Private Wealth LLC | 357,291 | $8.20M | 1.14% | +898+0.3% | Added |
| New York State Teachers Retirement System | 360,486 | $8.27M | 0.02% | −44,450−11.0% | Reduced |
| Canada Pension Plan Investment Board | 371,100 | $8.51M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 371,909 | $8.53M | 0.05% | −781,791−67.8% | Reduced |
| Lighthouse Investment Partners, LLC | 373,651 | $8.57M | 0.31% | +137,801+58.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 405,820 | $9.31M | 0.02% | +160,499+65.4% | Added |
| FMR LLC | 413,208 | $9.48M | 0.00% | +47,307+12.9% | Added |