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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 9,528 | $218.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9,349 | $214.5K | 0.03% | +340+3.8% | Added |
| R Squared Ltd | 9,318 | $213.8K | 0.09% | +9,318 | New |
| Prelude Capital Management, LLC | 9,203 | $211.1K | 0.02% | −3,931−29.9% | Reduced |
| United Capital Financial Advisers, LLC | 9,130 | $209.4K | 0.00% | +9,130 | New |
| Parallax Volatility Advisers, L.P. | 8,987 | $206.2K | 0.01% | +8,987 | New |
| Longboard Asset Management, LP | 8,978 | $206.0K | 0.33% | +8,978 | New |
| Perigon Wealth Management, LLC | 8,931 | $204.9K | 0.00% | +8,931 | New |
| Symmetry Partners, LLC | 8,915 | $204.5K | 0.02% | +8,915 | New |
| waypoint wealth counsel | 8,868 | $203.4K | 0.08% | +8,868 | New |
| Steinberganna Wealth Management | 8,782 | $201.5K | 0.09% | +8,782 | New |
| Ritholtz Wealth Management | 8,775 | $201.3K | 0.00% | +8,775 | New |
| Clear Street Markets LLC | 8,768 | $201.1K | 0.07% | +8,467+2,813.0% | Added |
| STRS Ohio | 8,702 | $199.6K | 0.00% | −98,282−91.9% | Reduced |
| MUFG Securities EMEA plc | 8,536 | $195.8K | 0.00% | +7,216+546.7% | Added |
| SBI Securities Co., Ltd. | 8,105 | $185.9K | 0.00% | −462−5.4% | Reduced |
| Bessemer Group Inc | 7,970 | $184.0K | 0.00% | +1,352+20.4% | Added |
| Harbour Investments, Inc. | 7,501 | $172.1K | 0.00% | +7,438+11,806.3% | Added |
| Bayforest Capital Ltd | 6,996 | $160.5K | 0.08% | +6,957+17,838.5% | Added |
| Newbridge Financial Services Group, Inc. | 6,716 | $154.1K | 0.02% | +6,716 | New |
| Principal Securities, Inc. | 6,452 | $148.0K | 0.00% | +1,838+39.8% | Added |
| Covestor Ltd | 6,416 | $147.0K | 0.08% | −6,312−49.6% | Reduced |
| Simplex Trading, LLC | 6,208 | $142.0K | 0.00% | −14,744−70.4% | Reduced |
| MCF Advisors LLC | 6,089 | $139.7K | 0.01% | +2,913+91.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,513 | $126.5K | 0.02% | −44,437−89.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,491 | $126.0K | 0.06% | +5,491 | New |
| Resona Asset Management Co.,Ltd. | 4,854 | $111.6K | 0.00% | −144−2.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,224 | $96.9K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,168 | $95.6K | 0.00% | +158+3.9% | Added |
| Proffitt & Goodson Inc | 4,166 | $95.6K | 0.01% | −440−9.6% | Reduced |
| Zions Bancorporation, National Association | 4,076 | $93.5K | 0.00% | +33+0.8% | Added |
| Contravisory Investment Management, Inc. | 3,882 | $89.1K | 0.02% | +1,779+84.6% | Added |
| Shell Asset Management Co | 3,591 | $82.0K | 0.01% | −5,177−59.0% | Reduced |
| Caldwell Trust Co | 3,470 | $79.6K | 0.01% | −676−16.3% | Reduced |
| Evelyn Partners Investment Management LLP | 3,470 | $79.6K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,369 | $77.3K | 0.00% | +3,369 | New |
| Employees Retirement System of Texas | 3,336 | $77.0K | 0.00% | +3,336 | New |
| Van Eck Associates Corp | 3,298 | $76.0K | 0.00% | −4,061−55.2% | Reduced |
| Parallel Advisors, LLC | 3,031 | $69.5K | 0.00% | +472+18.4% | Added |
| Danske Bank A/S | 3,000 | $68.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,780 | $64.0K | 0.00% | +491+21.5% | Added |
| Silvant Capital Management LLC | 2,649 | $60.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,623 | $60.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,475 | $56.8K | 0.01% | −6,811−73.3% | Reduced |
| Wealthspire Advisors, LLC | 2,426 | $55.7K | 0.00% | +2,426 | New |
| Clearstead Advisors, LLC | 2,388 | $54.8K | 0.00% | +914+62.0% | Added |
| Capital Analysts, LLC | 2,345 | $54.0K | 0.00% | −165−6.6% | Reduced |
| Huntington National Bank | 2,243 | $51.5K | 0.00% | +35+1.6% | Added |
| Parkside Financial Bank & Trust | 2,138 | $49.0K | 0.00% | +5+0.2% | Added |
| Truvestments Capital LLC | 2,105 | $48.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2,070 | $47.5K | 0.01% | +1,627+367.3% | Added |
| Brown Brothers Harriman & Co | 2,046 | $46.9K | 0.00% | +1,231+151.0% | Added |
| IFP Advisors, Inc | 2,010 | $46.1K | 0.00% | −117−5.5% | Reduced |
| Federated Hermes, Inc. | 1,906 | $43.7K | 0.00% | −42−2.2% | Reduced |
| Manchester Capital Management LLC | 1,880 | $43.1K | 0.01% | −272−12.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,787 | $41.0K | 0.01% | +1,787 | New |
| HHM Wealth Advisors, LLC | 1,650 | $37.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,604 | $36.8K | 0.00% | +1,604 | New |
| Curat Global, LLC | 1,610 | $36.7K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,600 | $36.7K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,536 | $35.2K | 0.01% | −288−15.8% | Reduced |
| Larson Financial Group LLC | 1,466 | $33.6K | 0.00% | +558+61.5% | Added |
| Altshuler Shaham Ltd | 1,435 | $32.9K | 0.00% | +211+17.2% | Added |
| Root Financial Partners, LLC | 1,328 | $30.5K | 0.00% | +1,328 | New |
| Crews Bank & Trust | 1,325 | $30.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,313 | $30.1K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,236 | $30.0K | 0.02% | +1,236 | New |
| Onefund, LLC | 1,228 | $28.2K | 0.02% | +40+3.4% | Added |
| Independence Bank of Kentucky | 1,210 | $27.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,153 | $26.4K | 0.01% | +1,153 | New |
| TD Waterhouse Canada Inc. | 1,000 | $23.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 973 | $22.4K | 0.00% | +644+195.7% | Added |
| Rosenberg Matthew Hamilton | 950 | $21.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 934 | $21.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 790 | $18.1K | 0.00% | +790 | New |
| Private Trust Co NA | 767 | $17.6K | 0.00% | −500−39.5% | Reduced |
| Salem Investment Counselors Inc | 750 | $17.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 725 | $17.0K | 0.00% | +198+37.6% | Added |
| Atlantic Trust, LLC | 732 | $16.8K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 686 | $16.2K | 0.00% | +686 | New |
| Hemington Wealth Management | 727 | $16.0K | 0.00% | +89+13.9% | Added |
| Ronald Blue Trust, Inc. | 686 | $15.7K | 0.00% | +15+2.2% | Added |
| Salomon & Ludwin, LLC | 625 | $15.0K | 0.00% | +625 | New |
| Steward Partners Investment Advisory, LLC | 635 | $14.6K | 0.00% | +115+22.1% | Added |
| Cromwell Holdings LLC | 624 | $14.3K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 641 | $14.0K | 0.00% | −57−8.2% | Reduced |
| Addison Advisors LLC | 565 | $13.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 536 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 489 | $11.2K | 0.01% | +5+1.0% | Added |
| Red Tortoise LLC | 446 | $10.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 413 | $9.47K | 0.01% | +77+22.9% | Added |
| SJS Investment Consulting Inc. | 399 | $9.15K | 0.00% | +347+667.3% | Added |
| Cape Investment Advisory, Inc. | 395 | $9.06K | 0.01% | +93+30.8% | Added |
| Activest Wealth Management | 327 | $7.50K | 0.00% | +6+1.9% | Added |
| Plante Moran Financial Advisors, LLC | 295 | $6.77K | 0.00% | +295 | New |
| Fortitude Family Office, LLC | 283 | $6.49K | 0.00% | +12+4.4% | Added |
| Boyd Watterson Asset Management LLC | 267 | $6.13K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 258 | $5.92K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 253 | $5.80K | 0.00% | +253 | New |
| JFS Wealth Advisors, LLC | 248 | $5.69K | 0.00% | +17+7.4% | Added |