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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 247 | $5.67K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 235 | $5.39K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 215 | $4.93K | 0.00% | +206+2,288.9% | Added |
| Stone House Investment Management, LLC | 212 | $4.86K | 0.00% | +212 | New |
| Bartlett & Co. Wealth Management LLC | 209 | $4.79K | 0.00% | +175+514.7% | Added |
| ORG Partners LLC | 206 | $4.72K | 0.00% | +34+19.8% | Added |
| Trust Co of Vermont | 205 | $4.70K | 0.00% | +205 | New |
| Jackson, Grant Investment Advisers, Inc. | 171 | $3.92K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 162 | $3.72K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 161 | $3.69K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 161 | $3.69K | 0.00% | +35+27.8% | Added |
| Colonial Trust Co | 152 | $3.49K | 0.00% | −38−20.0% | Reduced |
| Strategic Advocates LLC | 145 | $3.33K | 0.00% | +145 | New |
| GW&K Investment Management, LLC | 139 | $3.00K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 125 | $2.87K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 123 | $2.82K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $2.71K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 117 | $2.68K | 0.00% | +82+234.3% | Added |
| Rialto Wealth Management, LLC | 115 | $2.64K | 0.00% | +10+9.5% | Added |
| FSA Wealth Management LLC | 112 | $2.57K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 108 | $2.48K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 103 | $2.42K | 0.00% | +12+13.2% | Added |
| ZRC Wealth Management, LLC | 104 | $2.39K | 0.00% | +104 | New |
| Howard Hughes Medical Institute | 96 | $2.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 97 | $2.12K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 90 | $2.06K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 80 | $1.84K | 0.00% | +80 | New |
| 1620 Investment Advisors, Inc. | 80 | $1.83K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 69 | $1.58K | 0.00% | +69 | New |
| Clark Wealth Partners | 58 | $1.52K | 0.00% | +58 | New |
| Spire Wealth Management | 61 | $1.40K | 0.00% | +5+8.9% | Added |
| Ameritas Advisory Services, LLC | 55 | $1.26K | 0.00% | −260−82.5% | Reduced |
| Tidemark, LLC | 55 | $1.26K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 53 | $1.22K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 53 | $1.22K | 0.00% | +13+32.5% | Added |
| Caitlin John, LLC | 53 | $1.22K | 0.00% | +53 | New |
| Principia Wealth Advisory, LLC | 52 | $1.19K | 0.00% | +7+15.6% | Added |
| UMA Financial Services, Inc. | 52 | $1.19K | 0.00% | +52 | New |
| Leonteq Securities AG | 51 | $1.17K | 0.00% | −897−94.6% | Reduced |
| Private Wealth Management Group, LLC | 46 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 79 | $1.00K | 0.00% | +79 | New |
| Hughes Financial Services, LLC | 42 | $993 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 43 | $986 | 0.00% | −40−48.2% | Reduced |
| Texas Capital Bancshares Inc | 42 | $963 | 0.00% | +42 | New |
| American Capital Advisory, LLC | 41 | $941 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 40 | $927 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 39 | $895 | 0.00% | −99−71.7% | Reduced |
| CVA Family Office, LLC | 38 | $872 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $826 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 34 | $813 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $803 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 32 | $734 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 32 | $734 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 31 | $711 | 0.00% | +5+19.2% | Added |
| Financial Consulate, Inc | 29 | $666 | 0.00% | +29 | New |
| Rossby Financial, LCC | 26 | $600 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 26 | $597 | 0.00% | +26 | New |
| Strengthening Families & Communities, LLC | 22 | $516 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 22 | $505 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 22 | $505 | 0.00% | +22 | New |
| CoreCap Advisors, LLC | 19 | $436 | 0.00% | +3+18.8% | Added |
| Creative Financial Designs Inc | 10 | $229 | 0.00% | −75−88.2% | Reduced |
| WestEnd Advisors, LLC | 10 | $229 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $166 | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2 | $46 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 21 | $0 | 0.00% | 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 |