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 |
|---|---|---|---|---|---|
| ARGA Investment Management, LP | 66,425 | $1.52M | 0.04% | −37,573−36.1% | Reduced |
| Norris Financial Group, LLC | 66,287 | $1.52M | 0.56% | +66,287 | New |
| Cubist Systematic Strategies, LLC | 65,888 | $1.51M | 0.02% | −394,213−85.7% | Reduced |
| Twin Tree Management, LP | 65,353 | $1.50M | 0.07% | −162,480−71.3% | Reduced |
| Picton Mahoney Asset Management | 64,104 | $1.47M | 0.02% | +64,104 | New |
| Mirae Asset Global Investments Co., Ltd. | 61,769 | $1.42M | 0.00% | +1,770+3.0% | Added |
| Ensign Peak Advisors, Inc | 61,725 | $1.42M | 0.00% | −29,695−32.5% | Reduced |
| New York Life Investment Management LLC | 59,780 | $1.37M | 0.01% | −287−0.5% | Reduced |
| Allworth Financial LP | 59,698 | $1.37M | 0.01% | +2,802+4.9% | Added |
| Engineers Gate Manager LP | 59,410 | $1.36M | 0.02% | +40,877+220.6% | Added |
| Woodline Partners LP | 58,880 | $1.35M | 0.01% | +10,529+21.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 57,790 | $1.33M | 0.00% | −139,002−70.6% | Reduced |
| Yousif Capital Management, LLC | 57,789 | $1.33M | 0.01% | −7,671−11.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 57,621 | $1.32M | 0.05% | −9,182−13.7% | Reduced |
| CIBC Asset Management Inc | 56,827 | $1.30M | 0.00% | −82−0.1% | Reduced |
| NEOS Investment Management LLC | 56,779 | $1.30M | 0.01% | +16,926+42.5% | Added |
| CI Private Wealth, LLC | 55,785 | $1.28M | 0.00% | +2,922+5.5% | Added |
| Nisa Investment Advisors, LLC | 54,859 | $1.26M | 0.00% | −2,858−5.0% | Reduced |
| Summit Trail Advisors, LLC | 54,168 | $1.24M | 0.02% | +54,168 | New |
| Natixis Advisors, L.P. | 54,148 | $1.24M | 0.00% | +5,307+10.9% | Added |
| Standard Life Aberdeen plc | 53,506 | $1.23M | 0.00% | −23,390−30.4% | Reduced |
| Oregon Public Employees Retirement Fund | 51,035 | $1.17M | 0.02% | +12,428+32.2% | Added |
| Elo Mutual Pension Insurance Co | 50,323 | $1.15M | 0.02% | +5,944+13.4% | Added |
| WBI Investments | 49,782 | $1.14M | 0.29% | −59,510−54.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 49,261 | $1.13M | 0.33% | +49,261 | New |
| Kestra Private Wealth Services, LLC | 48,424 | $1.11M | 0.01% | +70+0.1% | Added |
| Mutual of America Capital Management LLC | 48,343 | $1.11M | 0.01% | −2,984−5.8% | Reduced |
| State of Alaska, Department of Revenue | 48,129 | $1.10M | 0.01% | −2,157−4.3% | Reduced |
| Vinva Investment Management Ltd | 31,000 | $1.08M | 0.02% | −11,052−26.3% | Reduced |
| Rothschild Investment LLC | 46,844 | $1.07M | 0.06% | +3,804+8.8% | Added |
| Mount Lucas Management LP | 46,809 | $1.07M | 0.48% | −895−1.9% | Reduced |
| Bridgewater Associates, LP | 46,467 | $1.07M | 0.00% | +46,467 | New |
| Essential Partners LLC | 46,030 | $1.06M | 0.35% | +1,453+3.3% | Added |
| CIBC Bancorp USA Inc. | 45,538 | $1.04M | 0.01% | +45,538 | New |
| Invst, LLC | 45,528 | $1.04M | 0.12% | −2,604−5.4% | Reduced |
| Dark Forest Capital Management LP | 45,270 | $1.04M | 0.04% | −178,262−79.7% | Reduced |
| Guggenheim Capital LLC | 44,440 | $1.02M | 0.01% | +5,385+13.8% | Added |
| Weiss Asset Management LP | 44,430 | $1.02M | 0.01% | +44,430 | New |
| Aviance Capital Partners, LLC | 44,143 | $1.01M | 0.12% | +44,143 | New |
| O'Shaughnessy Asset Management, LLC | 41,964 | $962.7K | 0.01% | +5,923+16.4% | Added |
| Brighton Jones LLC | 41,802 | $958.9K | 0.02% | +7,959+23.5% | Added |
| Advisors Preferred, LLC | 40,306 | $930.7K | 0.14% | +40,306 | New |
| Private Advisor Group, LLC | 39,918 | $915.7K | 0.00% | +28,513+250.0% | Added |
| Envestnet Asset Management Inc | 39,731 | $911.4K | 0.00% | +18,810+89.9% | Added |
| CAPROCK Group, Inc. | 40,349 | $891.7K | 0.02% | +40,349 | New |
| Ethic Inc. | 38,153 | $875.2K | 0.01% | +16,503+76.2% | Added |
| Wealthcare Advisory Partners LLC | 37,639 | $863.4K | 0.02% | −1,342−3.4% | Reduced |
| Kingsview Wealth Management, LLC | 37,007 | $848.9K | 0.01% | +9,023+32.2% | Added |
| Twin Capital Management Inc | 36,599 | $839.6K | 0.11% | −1,767−4.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 36,535 | $838.1K | 0.34% | −898−2.4% | Reduced |
| Buckingham Strategic Partners | 35,678 | $837.1K | 0.01% | +12,183+51.9% | Added |
| Pallas Capital Advisors LLC | 36,347 | $833.8K | 0.03% | +362+1.0% | Added |
| Advisor Group Holdings, Inc. | 36,803 | $819.5K | 0.00% | −7,156−16.3% | Reduced |
| Los Angeles Capital Management LLC | 35,340 | $810.7K | 0.00% | +35,340 | New |
| Assetmark, Inc | 35,250 | $808.6K | 0.00% | +19,507+123.9% | Added |
| Teachers Retirement System of the State of Kentucky | 35,141 | $806.0K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 34,606 | $793.9K | 0.12% | −74,699−68.3% | Reduced |
| Elevated Capital Advisors, LLC | 34,213 | $784.8K | 0.20% | −6,871−16.7% | Reduced |
| State of Wisconsin Investment Board | 34,004 | $780.1K | 0.00% | +314+0.9% | Added |
| Colony Group, LLC | 33,962 | $779.1K | 0.00% | +14,267+72.4% | Added |
| AE Wealth Management LLC | 33,271 | $763.2K | 0.00% | +5,616+20.3% | Added |
| IMC-Chicago, LLC | 33,207 | $761.8K | 0.01% | +33,207 | New |
| Janney Montgomery Scott LLC | 32,867 | $754.0K | 0.00% | −53,957−62.1% | Reduced |
| GAMMA Investing LLC | 32,836 | $753.3K | 0.04% | +3,247+11.0% | Added |
| Daiwa Securities Group Inc. | 32,253 | $740.0K | 0.00% | +1,609+5.3% | Added |
| Quilter Plc | 32,245 | $739.7K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 32,014 | $734.4K | 0.00% | −1,594−4.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 30,046 | $724.1K | 0.02% | +4,508+17.7% | Added |
| Investors Research Corp | 31,312 | $718.3K | 0.13% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 32,481 | $711.0K | 0.01% | +1,543+5.0% | Added |
| Xponance, Inc. | 30,621 | $702.4K | 0.01% | −4,425−12.6% | Reduced |
| Equitable Holdings, Inc. | 30,150 | $691.6K | 0.01% | −7,898−20.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 30,054 | $689.4K | 0.00% | +18,821+167.6% | Added |
| Public Employees Retirement Association of Colorado | 29,961 | $687.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 29,809 | $683.8K | 0.01% | +20+0.1% | Added |
| Arvest Bank Trust Division | 29,565 | $678.2K | 0.04% | −1,320−4.3% | Reduced |
| Guinness Asset Management LTD | 29,216 | $672.0K | 0.01% | +29,216 | New |
| Advisors Asset Management, Inc. | 28,468 | $653.1K | 0.01% | −2,171−7.1% | Reduced |
| Impact Partnership Wealth, LLC | 28,398 | $651.4K | 0.10% | −1,758−5.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,105 | $645.0K | 0.00% | +1,288+4.8% | Added |
| Sequoia Financial Advisors, LLC | 27,841 | $638.7K | 0.00% | +17,798+177.2% | Added |
| Federation des caisses Desjardins du Quebec | 27,472 | $630.2K | 0.00% | +21,912+394.1% | Added |
| CIBC Private Wealth Group, LLC | 27,432 | $629.3K | 0.00% | −167−0.6% | Reduced |
| Tennessee Valley Asset Management Partners | 26,915 | $617.4K | 0.08% | +26,915 | New |
| Penserra Capital Management LLC | 26,687 | $612.0K | 0.01% | +26,687 | New |
| Norinchukin Bank, The | 26,249 | $602.2K | 0.01% | +544+2.1% | Added |
| Stock Yards Bank & Trust Co | 26,042 | $597.4K | 0.02% | −240−0.9% | Reduced |
| Hartford Investment Management Co | 25,997 | $596.4K | 0.02% | −270−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 25,905 | $594.3K | 0.01% | +3,621+16.2% | Added |
| Venture Visionary Partners LLC | 25,573 | $586.7K | 0.02% | +40.0% | Added |
| Quantessence Capital LLC | 25,200 | $578.1K | 0.18% | +25,200 | New |
| Point72 (DIFC) Ltd | 25,192 | $577.9K | 0.04% | +25,192 | New |
| Groupama Asset Managment | 24,968 | $572.8K | 0.01% | +24,968 | New |
| Kera Capital Partners, Inc. | 24,200 | $555.1K | 0.08% | +1,824+8.2% | Added |
| DRW Securities, LLC | 23,656 | $546.8K | 0.03% | +11,335+92.0% | Added |
| Merit Financial Group, LLC | 23,733 | $544.4K | 0.01% | +4,620+24.2% | Added |
| Farther Finance Advisors, LLC | 23,415 | $537.1K | 0.01% | +842+3.7% | Added |
| Louisiana State Employees Retirement System | 23,400 | $536.8K | 0.01% | −200−0.8% | Reduced |
| Krilogy Financial LLC | 22,764 | $532.0K | 0.02% | +22,764 | New |
| Fifth Third Bancorp | 22,870 | $524.6K | 0.00% | +849+3.9% | Added |