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; 681 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, Q4 2025
Institutional positions in Invesco Ltd. as of Dec 31, 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
- 638
- +81 vs. Q3 2025
- Shares held
- 411.7M
- +17.1M (+4.3%) vs. Q3 2025
- Total value
- $10.8B
- +$1.77B (+19.5%) vs. Q3 2025
- New holders
- 120
- 256 more added
- Sold out
- 39
- 178 more reduced
15 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 681 | $11.2B |
| Q1 2026 | 645 | $10.2B |
| Q4 2025 | 638 | $10.8B |
| Q3 2025 | 572 | $9.08B |
| Q2 2025 | 525 | $6.50B |
| Q1 2025 | 523 | $6.17B |
| Q4 2024 | 529 | $7.04B |
| Q3 2024 | 496 | $6.83B |
| Q2 2024 | 477 | $4.53B |
| Q1 2024 | 496 | $5.02B |
| Q4 2023 | 495 | $5.34B |
| Q3 2023 | 494 | $4.41B |
| Q2 2023 | 479 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $2.14B | 88.11% | 00.0% | Unchanged |
| Vanguard Group Inc | 52,965,761 | $1.39B | 0.02% | +947,693+1.8% | Added |
| BlackRock, Inc. | 38,956,628 | $1.02B | 0.02% | +1,251,336+3.3% | Added |
| State Street Corp | 21,541,382 | $565.9M | 0.02% | +18,890+0.1% | Added |
| Dimensional Fund Advisors LP | 20,764,685 | $545.5M | 0.11% | −565,962−2.7% | Reduced |
| Millennium Management LLC | 13,882,786 | $364.7M | 0.26% | +1,014,863+7.9% | Added |
| Geode Capital Management, LLC | 10,925,140 | $286.5M | 0.02% | −277,914−2.5% | Reduced |
| AQR Capital Management LLC | 8,882,863 | $233.4M | 0.12% | −936,136−9.5% | Reduced |
| Invesco Ltd. | 8,770,121 | $230.4M | 0.02% | +8,770,121 | New |
| Morgan Stanley | 7,338,776 | $192.8M | 0.01% | −293,135−3.8% | Reduced |
| Price T Rowe Associates Inc | 6,729,393 | $176.8M | 0.02% | +5,292,867+368.4% | Added |
| Goldman Sachs Group Inc | 6,424,969 | $168.8M | 0.02% | +205,521+3.3% | Added |
| Northern Trust Corp | 6,007,833 | $157.8M | 0.02% | −237,323−3.8% | Reduced |
| Fisher Asset Management, LLC | 5,508,744 | $144.7M | 0.05% | +310,903+6.0% | Added |
| Alliancebernstein L.P. | 4,808,093 | $126.3M | 0.04% | −183,983−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 4,376,599 | $115.0M | 0.02% | −48,498−1.1% | Reduced |
| Samlyn Capital, LLC | 4,211,041 | $110.6M | 1.76% | +2,268,260+116.8% | Added |
| Norges Bank | 3,902,656 | $102.5M | 0.01% | −40,000−1.0% | Reduced |
| Bank of New York Mellon Corp | 3,249,634 | $85.4M | 0.02% | +1,040,096+47.1% | Added |
| Nomura Asset Management International Inc. | 3,150,958 | $82.8M | 0.12% | +3,150,958 | New |
| Macquarie Group Ltd | 2,979,258 | $78.3M | 0.34% | +27,065+0.9% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 2,970,944 | $78.0M | 1.96% | −11,657,511−79.7% | Reduced |
| UBS Group AG | 2,841,830 | $74.7M | 0.01% | −565,777−16.6% | Reduced |
| Deutsche Bank AG | 2,634,866 | $69.2M | 0.02% | +1,184,725+81.7% | Added |
| Holocene Advisors, LP | 2,467,939 | $64.8M | 0.14% | +39,045+1.6% | Added |
| Jane Street Group, LLC | 2,314,357 | $60.8M | 0.07% | +1,750,212+310.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,921,158 | $54.3M | 0.07% | +1,744,862+989.7% | Added |
| Bank of America Corp | 2,058,493 | $54.1M | 0.00% | +592,642+40.4% | Added |
| Ameriprise Financial Inc | 2,020,822 | $53.1M | 0.01% | +477,543+30.9% | Added |
| Amundi | 2,014,800 | $52.9M | 0.01% | +239,062+13.5% | Added |
| First Trust Advisors LP | 1,978,717 | $52.0M | 0.04% | −1,130,518−36.4% | Reduced |
| Nuveen, LLC | 1,959,814 | $51.5M | 0.01% | +228,934+13.2% | Added |
| Point72 Asset Management, L.P. | 1,863,564 | $49.0M | 0.08% | +677,452+57.1% | Added |
| Letko, Brosseau & Associates Inc | 1,575,463 | $41.4M | 0.68% | −25,675−1.6% | Reduced |
| Qube Research & Technologies Ltd | 1,464,827 | $38.5M | 0.06% | +1,464,827 | New |
| Arrowstreet Capital, Limited Partnership | 1,446,694 | $38.0M | 0.02% | +19,291+1.4% | Added |
| BNP Paribas Arbitrage, SA | 1,425,528 | $37.4M | 0.02% | +506,444+55.1% | Added |
| Allianz Asset Management GmbH | 1,382,177 | $36.3M | 0.04% | −103,317−7.0% | Reduced |
| Citigroup Inc | 1,362,976 | $35.8M | 0.02% | +630,540+86.1% | Added |
| Delta Global Management LP | 1,336,596 | $35.1M | 2.55% | +1,336,596 | New |
| Quantinno Capital Management LP | 1,268,515 | $33.3M | 0.07% | +134,278+11.8% | Added |
| Wedge Capital Management L L P | 1,265,865 | $33.3M | 0.60% | +1,265,865 | New |
| Barclays PLC | 1,206,803 | $31.7M | 0.01% | −561,023−31.7% | Reduced |
| SEI Investments Co | 1,164,265 | $30.8M | 0.03% | +1,017,105+691.2% | Added |
| JPMorgan Chase & Co | 1,123,830 | $29.5M | 0.00% | −247,847−18.1% | Reduced |
| Basswood Capital Management, L.L.C. | 1,117,152 | $29.3M | 1.30% | +190,701+20.6% | Added |
| Walleye Trading LLC | 1,071,749 | $28.2M | 0.45% | +442,619+70.4% | Added |
| Engineers Gate Manager LP | 1,061,641 | $27.9M | 0.33% | +1,002,231+1,687.0% | Added |
| D. E. Shaw & Co., Inc. | 1,018,397 | $26.8M | 0.02% | +264,351+35.1% | Added |
| Raymond James Financial Inc | 1,017,339 | $26.7M | 0.01% | +855,665+529.3% | Added |
| UBS Asset Management Americas Inc | 946,430 | $24.9M | 0.01% | −32,855−3.4% | Reduced |
| Ieq Capital, LLC | 915,843 | $24.1M | 0.07% | +89,484+10.8% | Added |
| Citadel Advisors LLC | 862,310 | $22.7M | 0.02% | −4,119,003−82.7% | Reduced |
| Principal Financial Group Inc | 781,225 | $20.5M | 0.01% | −140,079−15.2% | Reduced |
| Rhumbline Advisers | 772,260 | $20.3M | 0.02% | −61,035−7.3% | Reduced |
| Royal Bank of Canada | 730,602 | $19.2M | 0.00% | +257,135+54.3% | Added |
| Legal & General Group Plc | 728,896 | $19.1M | 0.00% | −56,249−7.2% | Reduced |
| FMR LLC | 720,174 | $18.9M | 0.00% | +306,966+74.3% | Added |
| Prudential Financial Inc | 709,422 | $18.6M | 0.02% | −60,476−7.9% | Reduced |
| Cerity Partners LLC | 705,245 | $18.5M | 0.03% | −112,898−13.8% | Reduced |
| Swiss National Bank | 703,500 | $18.5M | 0.01% | +9,200+1.3% | Added |
| California Public Employees Retirement System | 685,683 | $18.0M | 0.01% | +37,765+5.8% | Added |
| Trexquant Investment LP | 684,146 | $18.0M | 0.16% | +601,005+722.9% | Added |
| Franklin Resources Inc | 673,029 | $17.7M | 0.00% | +317,414+89.3% | Added |
| Moore Capital Management, LP | 670,080 | $17.6M | 0.36% | +670,080 | New |
| Credit Agricole S A | 627,721 | $16.5M | 0.05% | +559,197+816.1% | Added |
| Swiss Life Asset Management Ltd | 584,622 | $15.4M | 0.08% | −583,755−50.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 575,286 | $15.1M | 0.23% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 525,553 | $13.8M | 0.03% | +20,270+4.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 498,270 | $13.4M | 0.01% | −350.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 502,788 | $13.2M | 0.02% | +425,937+554.2% | Added |
| Wealthcare Capital Management LLC | 498,545 | $13.1M | 1.30% | −33,000−6.2% | Reduced |
| State of Tennessee, Treasury Department | 447,334 | $12.2M | 0.04% | +6,308+1.4% | Added |
| Thrivent Financial for Lutherans | 448,168 | $11.8M | 0.02% | −182,878−29.0% | Reduced |
| Algert Global LLC | 447,807 | $11.8M | 0.18% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 445,100 | $11.7M | 0.01% | +74,000+19.9% | Added |
| HSBC Holdings PLC | 431,088 | $11.4M | 0.01% | +114,851+36.3% | Added |
| Tudor Investment Corp Et Al | 412,693 | $10.8M | 0.06% | +176,618+74.8% | Added |
| Prana Capital Management, LP | 405,485 | $10.7M | 0.39% | −593,389−59.4% | Reduced |
| Bank of Nova Scotia | 404,895 | $10.6M | 0.02% | +159,801+65.2% | Added |
| Caption Management, LLC | 399,800 | $10.5M | 0.46% | +399,800 | New |
| New York State Teachers Retirement System | 399,167 | $10.5M | 0.02% | +38,681+10.7% | Added |
| State Board of Administration of Florida Retirement System | 369,686 | $9.71M | 0.02% | −45,628−11.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 361,869 | $9.51M | 0.01% | +54,844+17.9% | Added |
| Live Oak Private Wealth LLC | 346,777 | $9.11M | 1.24% | −10,514−2.9% | Reduced |
| Susquehanna International Group, LLP | 345,761 | $9.08M | 0.01% | +197,901+133.8% | Added |
| California State Teachers Retirement System | 338,203 | $8.88M | 0.01% | +2,351+0.7% | Added |
| Governors Lane LP | 330,929 | $8.69M | 0.80% | +81,151+32.5% | Added |
| Cambridge Financial Group, Inc. | 314,625 | $8.27M | 3.16% | +314,625 | New |
| Hotchkis & Wiley Capital Management LLC | 312,980 | $8.22M | 0.02% | −24,074−7.1% | Reduced |
| Bank of Montreal | 307,319 | $8.07M | 0.00% | −8,388−2.7% | Reduced |
| LPL Financial LLC | 304,232 | $7.99M | 0.00% | +62,576+25.9% | Added |
| Mariner, LLC | 300,690 | $7.91M | 0.01% | +96,392+47.2% | Added |
| Manufacturers Life Insurance Company, The | 300,573 | $7.90M | 0.01% | −2,462−0.8% | Reduced |
| SG Americas Securities, LLC | 295,352 | $7.76M | 0.01% | +285,288+2,834.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 277,296 | $7.28M | 0.02% | −128,524−31.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 269,705 | $7.09M | 0.02% | +77,818+40.6% | Added |
| Lighthouse Investment Partners, LLC | 269,472 | $7.08M | 0.24% | −104,179−27.9% | Reduced |
| Verition Fund Management LLC | 263,452 | $6.92M | 0.04% | −108,457−29.2% | Reduced |
| Toronto Dominion Bank | 260,392 | $6.84M | 0.01% | −2,454−0.9% | Reduced |