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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 415,314 | $9.53M | 0.02% | −50,992−10.9% | Reduced |
| State of Tennessee, Treasury Department | 441,026 | $10.1M | 0.03% | +60,618+15.9% | Added |
| Algert Global LLC | 447,807 | $10.3M | 0.17% | −34,690−7.2% | Reduced |
| AXA Investment Managers S.A. | 468,582 | $10.7M | 0.03% | +468,582 | New |
| Royal Bank of Canada | 473,467 | $10.9M | 0.00% | −8,456,092−94.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 498,305 | $11.4M | 0.01% | +33,156+7.1% | Added |
| Squarepoint Ops LLC | 505,283 | $11.6M | 0.02% | −195,928−27.9% | Reduced |
| Wealthcare Capital Management LLC | 531,545 | $12.2M | 1.24% | −33,000−5.8% | Reduced |
| Jane Street Group, LLC | 564,145 | $12.9M | 0.02% | +564,145 | New |
| Susquehanna Portfolio Strategies, LLC | 575,286 | $13.2M | 0.21% | +562,086+4,258.2% | Added |
| Nomura Holdings Inc | 585,707 | $13.4M | 0.06% | +585,707 | New |
| Capital Fund Management S.A. | 613,663 | $14.1M | 0.14% | −27,504−4.3% | Reduced |
| Walleye Trading LLC | 629,130 | $14.4M | 0.23% | +603,704+2,374.4% | Added |
| Thrivent Financial for Lutherans | 631,046 | $14.5M | 0.03% | +287,219+83.5% | Added |
| California Public Employees Retirement System | 647,918 | $14.9M | 0.01% | +17,378+2.8% | Added |
| Swiss National Bank | 694,300 | $15.9M | 0.01% | +9,800+1.4% | Added |
| Citigroup Inc | 732,436 | $16.8M | 0.01% | +254,501+53.3% | Added |
| D. E. Shaw & Co., Inc. | 754,046 | $17.3M | 0.01% | +345,693+84.7% | Added |
| Prudential Financial Inc | 769,898 | $17.7M | 0.02% | −282,431−26.8% | Reduced |
| Legal & General Group Plc | 785,145 | $18.0M | 0.00% | −99,434−11.2% | Reduced |
| Cerity Partners LLC | 818,143 | $18.8M | 0.03% | +62,476+8.3% | Added |
| Ieq Capital, LLC | 826,359 | $19.0M | 0.06% | +289,395+53.9% | Added |
| Rhumbline Advisers | 833,295 | $19.1M | 0.02% | −38,812−4.5% | Reduced |
| BNP Paribas Arbitrage, SA | 919,084 | $21.1M | 0.02% | −179,443−16.3% | Reduced |
| Principal Financial Group Inc | 921,304 | $21.1M | 0.01% | −547,522−37.3% | Reduced |
| Basswood Capital Management, L.L.C. | 926,451 | $21.3M | 0.99% | +266,211+40.3% | Added |
| UBS Asset Management Americas Inc | 979,285 | $22.5M | 0.00% | −469,662−32.4% | Reduced |
| Prana Capital Management, LP | 998,874 | $22.9M | 0.76% | +808,882+425.7% | Added |
| Quantinno Capital Management LP | 1,134,237 | $26.0M | 0.07% | +290,365+34.4% | Added |
| Swiss Life Asset Management Ltd | 1,168,377 | $26.8M | 0.14% | −12,925−1.1% | Reduced |
| Point72 Asset Management, L.P. | 1,186,112 | $27.2M | 0.06% | +173,666+17.2% | Added |
| JPMorgan Chase & Co | 1,371,677 | $31.5M | 0.00% | +275,604+25.1% | Added |
| Arrowstreet Capital, Limited Partnership | 1,427,403 | $32.7M | 0.02% | −178,487−11.1% | Reduced |
| Price T Rowe Associates Inc | 1,436,526 | $33.0M | 0.00% | +198,759+16.1% | Added |
| Deutsche Bank AG | 1,450,141 | $33.3M | 0.01% | −1,436,105−49.8% | Reduced |
| Bank of America Corp | 1,465,851 | $33.6M | 0.00% | −1,428,032−49.3% | Reduced |
| Allianz Asset Management GmbH | 1,485,494 | $34.1M | 0.04% | +345,923+30.4% | Added |
| Alyeska Investment Group, L.P. | 1,515,987 | $34.8M | 0.11% | +1,515,987 | New |
| Ameriprise Financial Inc | 1,543,279 | $35.4M | 0.01% | +885,609+134.7% | Added |
| Letko, Brosseau & Associates Inc | 1,601,138 | $36.7M | 0.63% | −1,300−0.1% | Reduced |
| Nuveen, LLC | 1,730,880 | $39.7M | 0.01% | −154,279−8.2% | Reduced |
| Barclays PLC | 1,767,826 | $40.6M | 0.01% | −903,029−33.8% | Reduced |
| Amundi | 1,775,738 | $42.8M | 0.01% | −605,040−25.4% | Reduced |
| Samlyn Capital, LLC | 1,942,781 | $44.6M | 0.63% | +1,942,781 | New |
| Bank of New York Mellon Corp | 2,209,538 | $50.7M | 0.01% | +12,287+0.6% | Added |
| Holocene Advisors, LP | 2,428,894 | $55.7M | 0.13% | +2,428,894 | New |
| Macquarie Group Ltd | 2,952,193 | $67.7M | 0.08% | +1,119,715+61.1% | Added |
| First Trust Advisors LP | 3,109,235 | $71.3M | 0.05% | −271,698−8.0% | Reduced |
| Balyasny Asset Management LLC | 3,326,031 | $76.3M | 0.15% | −1,766,158−34.7% | Reduced |
| UBS Group AG | 3,407,607 | $78.2M | 0.02% | −2,332,421−40.6% | Reduced |
| Charles Schwab Investment Management Inc | 4,425,097 | $101.5M | 0.02% | −52,993−1.2% | Reduced |
| Citadel Advisors LLC | 4,981,313 | $114.3M | 0.09% | +921,874+22.7% | Added |
| Alliancebernstein L.P. | 4,992,076 | $114.5M | 0.04% | −2,932,641−37.0% | Reduced |
| Fisher Asset Management, LLC | 5,197,841 | $119.2M | 0.04% | +258,995+5.2% | Added |
| Goldman Sachs Group Inc | 6,219,448 | $142.7M | 0.02% | −4,723,276−43.2% | Reduced |
| Northern Trust Corp | 6,245,156 | $143.3M | 0.02% | −325,356−5.0% | Reduced |
| Morgan Stanley | 7,631,911 | $175.1M | 0.01% | +969,505+14.6% | Added |
| AQR Capital Management LLC | 9,818,999 | $225.2M | 0.14% | −1,793,560−15.4% | Reduced |
| Geode Capital Management, LLC | 11,203,054 | $256.5M | 0.02% | +95,633+0.9% | Added |
| Millennium Management LLC | 12,867,923 | $295.2M | 0.23% | +11,407,394+781.0% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 14,628,455 | $335.6M | 8.17% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 21,330,647 | $489.3M | 0.11% | +319,104+1.5% | Added |
| State Street Corp | 21,522,492 | $493.7M | 0.02% | −738,212−3.3% | Reduced |
| BlackRock, Inc. | 37,705,292 | $865.0M | 0.02% | −7,534,036−16.7% | Reduced |
| Vanguard Group Inc | 52,018,068 | $1.19B | 0.02% | +593,140+1.2% | Added |
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $1.87B | 85.97% | 00.0% | Unchanged |
| AXA S.A. | 0 | $0 | 0.00% | −1,235,668−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −652,301−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −635,482−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −442,600−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −348,340−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −253,456−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −230,222−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −214,827−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −106,352−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −74,813−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −71,245−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −70,608−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −70,100−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −64,600−100.0% | Sold out |
| Tounjian Advisory Partners, LLC | 0 | $0 | 0.00% | −61,972−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −53,031−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −43,204−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −35,070−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −24,709−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −24,576−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −22,069−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −21,121−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −20,371−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −19,936−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −16,401−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −12,892−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −12,595−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,699−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,868−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,611−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −6,364−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −5,963−100.0% | Sold out |