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 |
|---|---|---|---|---|---|
| American Financial Group Inc | 245,000 | $5.62M | 2.17% | 00.0% | Unchanged |
| LPL Financial LLC | 241,656 | $5.54M | 0.00% | −46,891−16.3% | Reduced |
| Tudor Investment Corp Et Al | 236,075 | $5.42M | 0.04% | −1,085,942−82.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 227,598 | $5.22M | 0.01% | −8,799−3.7% | Reduced |
| Wellington Management Group LLP | 226,532 | $5.20M | 0.00% | +189,560+512.7% | Added |
| Gabelli Funds LLC | 215,000 | $4.93M | 0.03% | +60,000+38.7% | Added |
| Victory Capital Management Inc | 213,465 | $4.90M | 0.00% | −75,611−26.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 205,219 | $4.71M | 0.01% | −34,516−14.4% | Reduced |
| Mariner, LLC | 204,298 | $4.69M | 0.01% | +69,641+51.7% | Added |
| CWM, LLC | 197,987 | $4.54M | 0.01% | +72,038+57.2% | Added |
| QRG Capital Management, Inc. | 194,825 | $4.47M | 0.05% | −44,368−18.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 191,887 | $4.40M | 0.01% | −92,131−32.4% | Reduced |
| Erste Asset Management GmbH | 190,510 | $4.38M | 0.04% | +30,239+18.9% | Added |
| Cacti Asset Management LLC | 192,630 | $4.38M | 0.30% | −140,387−42.2% | Reduced |
| Russell Investments Group, Ltd. | 185,525 | $4.26M | 0.00% | +82,941+80.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 176,296 | $4.25M | 0.01% | +47,414+36.8% | Added |
| Vontobel Holding Ltd. | 184,742 | $4.24M | 0.01% | −239,279−56.4% | Reduced |
| D.A. Davidson & Co. | 178,394 | $4.09M | 0.03% | +32,785+22.5% | Added |
| Janus Henderson Group PLC | 170,452 | $3.91M | 0.00% | 00.0% | Unchanged |
| Rathbone Brothers plc | 170,480 | $3.91M | 0.02% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 168,596 | $3.87M | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 165,511 | $3.81M | 0.01% | −69,829−29.7% | Reduced |
| Rafferty Asset Management, LLC | 164,997 | $3.79M | 0.01% | −9,378−5.4% | Reduced |
| Treasurer of the State of North Carolina | 163,620 | $3.75M | 0.01% | −6,377−3.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 162,414 | $3.73M | 0.03% | +22,238+15.9% | Added |
| Jefferies Financial Group Inc. | 162,270 | $3.72M | 0.03% | −44,181−21.4% | Reduced |
| Raymond James Financial Inc | 161,674 | $3.71M | 0.00% | +51,457+46.7% | Added |
| Mercer Global Advisors Inc | 159,988 | $3.67M | 0.01% | +49,347+44.6% | Added |
| Financial Sense Advisors, Inc. | 156,345 | $3.59M | 0.66% | +156,345 | New |
| ProShare Advisors LLC | 154,745 | $3.55M | 0.01% | −31,800−17.0% | Reduced |
| Two Sigma Advisers, LP | 153,400 | $3.52M | 0.01% | −606,500−79.8% | Reduced |
| Susquehanna International Group, LLP | 147,860 | $3.39M | 0.00% | +94,134+175.2% | Added |
| Wells Fargo & Company | 147,416 | $3.38M | 0.00% | −16,815−10.2% | Reduced |
| SEI Investments Co | 147,160 | $3.38M | 0.00% | +18,204+14.1% | Added |
| The PNC Financial Services Group, Inc. | 145,322 | $3.33M | 0.00% | +27,045+22.9% | Added |
| Jones Financial Companies LLLP | 144,976 | $3.29M | 0.00% | +26,195+22.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 141,014 | $3.23M | 0.01% | −154,688−52.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 134,642 | $3.09M | 0.02% | +854+0.6% | Added |
| Convergence Investment Partners, LLC | 131,684 | $3.02M | 0.68% | +131,684 | New |
| Del-Sette Capital Management, LLC | 131,156 | $3.01M | 1.87% | +131,156 | New |
| American Century Companies Inc | 131,097 | $3.01M | 0.00% | −944−0.7% | Reduced |
| Hancock Whitney Corp | 129,153 | $2.96M | 0.05% | +621+0.5% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $2.89M | 0.10% | 00.0% | Unchanged |
| Cetera Investment Advisers | 125,629 | $2.88M | 0.00% | +45,056+55.9% | Added |
| Stifel Financial Corp | 125,403 | $2.88M | 0.00% | −96,866−43.6% | Reduced |
| Qsemble Capital Management, LP | 122,298 | $2.81M | 0.27% | −73,115−37.4% | Reduced |
| Public Employees Retirement System of Ohio | 121,977 | $2.80M | 0.01% | +695+0.6% | Added |
| State of Michigan Retirement System | 120,598 | $2.77M | 0.01% | −900−0.7% | Reduced |
| Continental Advisors LLC | 116,690 | $2.68M | 1.81% | −15,000−11.4% | Reduced |
| State of New Jersey Common Pension Fund D | 113,659 | $2.61M | 0.01% | −15,521−12.0% | Reduced |
| Czech National Bank | 113,266 | $2.60M | 0.02% | +3,868+3.5% | Added |
| Pathstone Holdings, LLC | 113,025 | $2.59M | 0.01% | −2,580−2.2% | Reduced |
| MetLife Investment Management | 109,280 | $2.51M | 0.01% | −3,362−3.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 107,092 | $2.46M | 0.01% | −2,674−2.4% | Reduced |
| Truist Financial Corp | 106,219 | $2.44M | 0.00% | +9,410+9.7% | Added |
| Arizona State Retirement System | 105,949 | $2.43M | 0.01% | +1,393+1.3% | Added |
| Baird Financial Group, Inc. | 105,909 | $2.43M | 0.00% | +3,502+3.4% | Added |
| Brandywine Global Investment Management, LLC | 104,530 | $2.40M | 0.02% | −1,480−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 102,174 | $2.34M | 0.01% | +18,105+21.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 101,484 | $2.33M | 0.06% | −128,768−55.9% | Reduced |
| CIBC World Markets Inc. | 99,955 | $2.29M | 0.00% | +99,955 | New |
| Pacer Advisors, Inc. | 97,781 | $2.24M | 0.01% | −4,645−4.5% | Reduced |
| KLP Kapitalforvaltning AS | 97,000 | $2.23M | 0.01% | +700+0.7% | Added |
| Public Sector Pension Investment Board | 96,158 | $2.21M | 0.01% | +3,459+3.7% | Added |
| Edgestream Partners, L.P. | 96,058 | $2.20M | 0.06% | +96,058 | New |
| Retirement Systems of Alabama | 95,135 | $2.18M | 0.01% | −902−0.9% | Reduced |
| Valueworks LLC | 94,929 | $2.18M | 0.63% | −3,117−3.2% | Reduced |
| Handelsbanken Fonder AB | 91,700 | $2.10M | 0.01% | +14,700+19.1% | Added |
| Harmony Asset Management LLC | 90,930 | $2.09M | 0.72% | +80.0% | Added |
| Creative Planning | 89,962 | $2.06M | 0.00% | +57,955+181.1% | Added |
| CSS LLC | 89,937 | $2.06M | 0.12% | −14,040−13.5% | Reduced |
| Voya Investment Management LLC | 88,001 | $2.02M | 0.00% | −26,723−23.3% | Reduced |
| UniSuper Management Pty Ltd | 87,180 | $2.00M | 0.01% | −22,112−20.2% | Reduced |
| Asset Management One Co.,Ltd. | 86,389 | $1.98M | 0.01% | −21,857−20.2% | Reduced |
| Horizon Investments, LLC | 86,152 | $1.98M | 0.03% | +78,661+1,050.1% | Added |
| Wealthfront Advisers LLC | 85,723 | $1.97M | 0.00% | +474+0.6% | Added |
| Trexquant Investment LP | 83,141 | $1.91M | 0.02% | −14,594−14.9% | Reduced |
| Highland Capital Management, LLC | 82,100 | $1.88M | 0.09% | +900+1.1% | Added |
| Commonwealth Equity Services, LLC | 81,877 | $1.88M | 0.00% | −22,149−21.3% | Reduced |
| Cozad Asset Management Inc | 81,396 | $1.87M | 0.15% | +1,746+2.2% | Added |
| Amalgamated Bank | 80,476 | $1.85M | 0.01% | −1,804−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 80,150 | $1.84M | 0.00% | +3,759+4.9% | Added |
| Lazard Asset Management LLC | 79,551 | $1.82M | 0.00% | −3,191−3.9% | Reduced |
| TD Asset Management Inc | 78,381 | $1.80M | 0.00% | −2,600−3.2% | Reduced |
| Neuberger Berman Group LLC | 77,474 | $1.78M | 0.00% | +6,686+9.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 76,851 | $1.76M | 0.00% | +15,088+24.4% | Added |
| Teacher Retirement System of Texas | 76,849 | $1.76M | 0.01% | +8,305+12.1% | Added |
| Mackenzie Financial Corp | 76,050 | $1.74M | 0.00% | −11,356−13.0% | Reduced |
| Gator Capital Management, LLC | 75,000 | $1.72M | 0.44% | 00.0% | Unchanged |
| Group One Trading, L.P. | 74,399 | $1.71M | 0.05% | +74,399 | New |
| Mork Capital Management, LLC | 73,400 | $1.68M | 1.16% | 00.0% | Unchanged |
| Captrust Financial Advisors | 73,381 | $1.68M | 0.00% | +13,364+22.3% | Added |
| MML Investors Services, LLC | 72,225 | $1.66M | 0.00% | +11,734+19.4% | Added |
| Greenwood Capital Associates LLC | 72,169 | $1.66M | 0.19% | −2,854−3.8% | Reduced |
| JustInvest LLC | 70,744 | $1.62M | 0.02% | +291+0.4% | Added |
| Vident Advisory, LLC | 69,037 | $1.58M | 0.02% | −15,306−18.1% | Reduced |
| Gold Investment Management Ltd. | 68,940 | $1.58M | 0.53% | +2,616+3.9% | Added |
| Credit Agricole S A | 68,524 | $1.57M | 0.01% | +68,524 | New |
| Pictet Asset Management Holding SA | 68,312 | $1.57M | 0.00% | −17,652−20.5% | Reduced |
| Lecap Asset Management Ltd | 67,435 | $1.55M | 0.54% | +67,435 | New |