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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 22,501 | $516.2K | 0.01% | −2,299−9.3% | Reduced |
| Novare Capital Management LLC | 22,000 | $504.7K | 0.04% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 21,973 | $504.1K | 0.07% | −209−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 21,905 | $502.5K | 0.01% | +21,905 | New |
| Wedmont Private Capital | 20,780 | $500.8K | 0.02% | +3,618+21.1% | Added |
| Securian Asset Management, Inc | 21,537 | $494.1K | 0.01% | −1,811−7.8% | Reduced |
| Inceptionr LLC | 21,511 | $493.5K | 0.12% | +21,511 | New |
| HighTower Advisors, LLC | 21,292 | $488.4K | 0.00% | +8,280+63.6% | Added |
| Kestra Advisory Services, LLC | 20,980 | $481.3K | 0.00% | −16,573−44.1% | Reduced |
| ING Groep NV | 20,885 | $479.1K | 0.00% | −760−3.5% | Reduced |
| Advisory Services Network, LLC | 20,838 | $478.0K | 0.01% | +20,838 | New |
| Allspring Global Investments Holdings, LLC | 20,635 | $476.5K | 0.00% | +228+1.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 20,629 | $473.2K | 0.00% | −595−2.8% | Reduced |
| New Mexico Educational Retirement Board | 20,214 | $464.0K | 0.01% | −800−3.8% | Reduced |
| Wolverine Trading, LLC | 19,941 | $458.6K | 0.01% | +19,941 | New |
| Inscription Capital, LLC | 19,851 | $455.4K | 0.05% | +19,851 | New |
| Maryland State Retirement & Pension System | 19,628 | $450.3K | 0.01% | +2,551+14.9% | Added |
| Kendall Capital Management | 19,575 | $449.1K | 0.10% | 00.0% | Unchanged |
| Utah Retirement Systems | 19,237 | $441.3K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 19,159 | $440.0K | 0.00% | +2,467+14.8% | Added |
| Forum Financial Management, LP | 19,139 | $439.0K | 0.01% | +1,812+10.5% | Added |
| Syon Capital LLC | 18,865 | $432.8K | 0.02% | +3,796+25.2% | Added |
| Apollon Wealth Management, LLC | 18,560 | $425.8K | 0.01% | +4,229+29.5% | Added |
| State of Wyoming | 18,433 | $422.9K | 0.05% | −7,572−29.1% | Reduced |
| Graham Capital Management, L.P. | 18,321 | $420.3K | 0.02% | −151,550−89.2% | Reduced |
| MAI Capital Management | 17,985 | $412.6K | 0.00% | +677+3.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,747 | $407.1K | 0.00% | +5,265+42.2% | Added |
| Glenmede Investment Management, LP | 17,664 | $405.2K | 0.00% | −3,414−16.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 17,654 | $405.0K | 0.00% | −199−1.1% | Reduced |
| Sanctuary Advisors, LLC | 17,590 | $403.5K | 0.00% | +975+5.9% | Added |
| V-Square Quantitative Management LLC | 17,134 | $393.1K | 0.07% | +691+4.2% | Added |
| Prospera Financial Services Inc | 17,032 | $390.9K | 0.01% | +1,022+6.4% | Added |
| Evoke Wealth, LLC | 17,009 | $390.2K | 0.01% | +2,201+14.9% | Added |
| CX Institutional | 16,552 | $380.0K | 0.01% | −277−1.6% | Reduced |
| Independent Advisor Alliance | 16,383 | $375.8K | 0.01% | +206+1.3% | Added |
| NBC Securities, Inc. | 16,267 | $373.2K | 0.03% | −100−0.6% | Reduced |
| Axq Capital, LP | 16,213 | $371.9K | 0.14% | +4,662+40.4% | Added |
| Tower Research Capital LLC (TRC) | 16,007 | $367.2K | 0.01% | +11,259+237.1% | Added |
| Nomura Asset Management Co Ltd | 15,792 | $362.3K | 0.00% | −597−3.6% | Reduced |
| Independent Financial Group, LLC | 15,609 | $358.1K | 0.01% | −14,300−47.8% | Reduced |
| DGS Capital Management, LLC | 15,410 | $353.5K | 0.06% | −9−0.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $352.5K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 15,194 | $348.6K | 0.00% | +1,524+11.1% | Added |
| Eagle Rock Investment Company, LLC | 15,175 | $348.1K | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 15,123 | $346.9K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 15,115 | $346.7K | 0.06% | +15,115 | New |
| LGT Group Foundation | 14,635 | $337.9K | 0.00% | −5,644−27.8% | Reduced |
| Paragon Capital Management Ltd | 14,442 | $331.3K | 0.06% | −747−4.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 14,200 | $325.7K | 0.05% | +14,200 | New |
| Aaron Wealth Advisors | 14,195 | $325.6K | 0.02% | +14,195 | New |
| Holcombe Financial, Inc. | 14,080 | $323.0K | 0.23% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 13,796 | $316.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13,582 | $311.6K | 0.01% | +636+4.9% | Added |
| Virginia Retirement Systems Et Al | 13,300 | $305.1K | 0.00% | +13,300 | New |
| Everence Capital Management Inc | 13,310 | $305.0K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 13,138 | $301.4K | 0.02% | +13,138 | New |
| MinichMacGregor Wealth Management, LLC | 13,041 | $299.2K | 0.06% | +13,041 | New |
| Element Wealth, LLC | 13,039 | $299.1K | 0.13% | +11+0.1% | Added |
| US Bancorp | 12,879 | $295.4K | 0.00% | +510+4.1% | Added |
| Adams Wealth Management | 12,801 | $293.7K | 0.06% | −5,786−31.1% | Reduced |
| CacheTech Inc. | 12,801 | $293.7K | 0.06% | −5,786−31.1% | Reduced |
| Gotham Asset Management, LLC | 12,767 | $292.9K | 0.00% | +229+1.8% | Added |
| Vise Technologies, Inc. | 12,757 | $292.6K | 0.01% | −527−4.0% | Reduced |
| Full Sail Capital, LLC | 12,556 | $288.0K | 0.02% | +12,556 | New |
| Waddell & Associates, LLC | 12,543 | $287.7K | 0.02% | +1,650+15.1% | Added |
| Greenleaf Trust | 12,396 | $284.4K | 0.00% | +263+2.2% | Added |
| Chicago Partners Investment Group LLC | 11,650 | $279.1K | 0.01% | +11,650 | New |
| Anb Bank | 12,163 | $279.0K | 0.11% | +12,163 | New |
| Exchange Traded Concepts, LLC | 12,102 | $277.6K | 0.00% | +6,401+112.3% | Added |
| MUFG Securities Americas Inc. | 12,026 | $275.9K | 0.02% | +2,107+21.2% | Added |
| Quadrant Capital Group LLC | 11,978 | $274.8K | 0.01% | +62+0.5% | Added |
| Coldstream Capital Management Inc | 11,885 | $272.6K | 0.00% | +880+8.0% | Added |
| Stonebridge Capital Advisors LLC | 11,825 | $271.3K | 0.02% | −500−4.1% | Reduced |
| Keynote Financial Services LLC | 11,744 | $269.4K | 0.16% | 00.0% | Unchanged |
| United Community Bank | 11,698 | $268.4K | 0.08% | +7,518+179.9% | Added |
| Stratos Wealth Partners, LTD. | 11,631 | $266.8K | 0.00% | −33,083−74.0% | Reduced |
| KBC Group NV | 11,414 | $262.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,361 | $260.6K | 0.00% | −82,993−88.0% | Reduced |
| Catalytic Wealth RIA, LLC | 11,318 | $259.6K | 0.01% | +11,318 | New |
| Signaturefd, LLC | 11,257 | $258.2K | 0.00% | +443+4.1% | Added |
| Warren Averett Asset Management, LLC | 11,165 | $256.1K | 0.00% | +11,165 | New |
| Carrera Capital Advisors | 11,059 | $253.7K | 0.05% | +119+1.1% | Added |
| Sivia Capital Partners, LLC | 10,937 | $250.9K | 0.07% | +10,937 | New |
| Caerus Investment Advisors, LLC | 10,763 | $246.9K | 0.10% | +10,763 | New |
| Cornerstone Wealth Management, LLC | 10,700 | $245.5K | 0.01% | −500−4.5% | Reduced |
| Brand Asset Management Group, Inc. | 10,562 | $242.3K | 0.07% | +10,562 | New |
| Mather Group, LLC. | 10,556 | $242.1K | 0.00% | +10,556 | New |
| Metis Global Partners, LLC | 10,461 | $240.0K | 0.01% | −136−1.3% | Reduced |
| Panagora Asset Management Inc | 10,358 | $237.6K | 0.00% | −283−2.7% | Reduced |
| Cinctive Capital Management LP | 10,297 | $236.2K | 0.01% | −58,922−85.1% | Reduced |
| Abich Financial Wealth Management LLC | 10,296 | $236.2K | 0.08% | +10,296 | New |
| 111 Capital | 10,122 | $232.2K | 0.04% | +10,122 | New |
| Capstone Investment Advisors, LLC | 10,101 | $231.7K | 0.00% | +10,101 | New |
| Walleye Capital LLC | 10,086 | $231.4K | 0.00% | +10,086 | New |
| SG Americas Securities, LLC | 10,064 | $231.0K | 0.00% | −67,399−87.0% | Reduced |
| Jackson Thornton Asset Management, LLC | 9,598 | $230.4K | 0.02% | +9,598 | New |
| M&T Bank Corp | 9,969 | $228.7K | 0.00% | +9,969 | New |
| Atomi Financial Group, Inc. | 9,891 | $226.9K | 0.01% | +9,891 | New |
| Baker Avenue Asset Management, LP | 9,682 | $222.1K | 0.01% | +9,682 | New |
| Commerce Bank | 9,606 | $220.4K | 0.00% | +9,606 | New |