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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.

Q4 2025 vs. Q3 2025

How the institutions holding Invesco Ltd. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of IVZ: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders56615631+80
Shares391.5M986.9K411.5M+21.0M (+5.4%)
Value$8.98B$22.6M$10.8B+$1.85B (+20.7%)

15 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (119)

Institutions that held Invesco Ltd. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 119 by value.

Institutions new to IVZ in Q4 2025
InstitutionSharesValue% of portfolio
Invesco Ltd.8,770,121$230.4M0.02%
Norges Bank3,902,656$102.5M0.01%
Nomura Asset Management International Inc.3,150,958$82.8M0.12%
Qube Research & Technologies Ltd1,464,827$38.5M0.06%
Delta Global Management LP1,336,596$35.1M2.55%
Wedge Capital Management L L P1,265,865$33.3M0.60%
Moore Capital Management, LP670,080$17.6M0.36%
Caption Management, LLC399,800$10.5M0.46%
Cambridge Financial Group, Inc.314,625$8.27M3.16%
EAM Investors, LLC200,876$5.28M0.59%
Mubadala Investment Co PJSC172,468$4.53M0.03%
Landscape Capital Management, L.L.C.117,432$3.08M0.21%
Zacks Investment Management105,173$2.76M0.02%
Fedenia Advisers LLC97,690$2.57M0.98%
F/M Investments LLC60,651$1.59M0.06%
Parrish Capital LLC59,212$1.56M1.41%
Buckley Wealth Management, LLC58,860$1.55M0.41%
Machina Capital S.A.S.49,928$1.31M0.25%
CIBC World Markets Corp46,472$1.22M0.01%
Integrated Quantitative Investments LLC45,984$1.21M0.26%
Park Capital Management, LLC45,824$1.20M0.86%
Advisory Research Inc43,861$1.15M0.14%
Harvest Investment Services, LLC41,834$1.10M0.21%
Neo Ivy Capital Management40,948$1.08M0.17%
Havemeyer Place LP36,720$964.6K0.19%
Winton Group Ltd28,000$735.6K0.03%
Mirabella Financial Services LLP24,613$646.6K0.06%
Polymer Capital Management (US) LLC22,882$601.1K0.08%
Evergreen Capital Management LLC21,732$570.9K0.01%
Evolve Private Wealth, LLC21,460$563.8K0.03%
OpenArc Corporate Advisory, LLC21,404$562.3K0.01%
iA Global Asset Management Inc.21,010$552.0K0.01%
USA Financial Portformulas Corp20,665$542.9K0.10%
Pavaki Capital Management LLC20,000$525.4K0.37%
Wealth Management Associates, Inc.19,410$509.9K0.18%
Hudson Bay Capital Management LP18,710$491.5K0.00%
EP Wealth Advisors, LLC17,531$460.5K0.00%
Edmond de Rothschild Holding S.A.17,500$459.7K0.01%
Keybank National Association17,164$450.9K0.00%
Fieldview Capital Management, LLC16,820$441.9K0.08%
Ibex Wealth Advisors16,638$437.1K0.04%
Farringdon Capital, Ltd.16,564$435.1K0.11%
XTX Topco Ltd15,901$417.7K0.01%
Glenmede Trust Co NA15,807$415.2K0.00%
Sagewood Asset Management LP15,457$406.1K0.14%
Dynamic Technology Lab Private Ltd14,945$393.0K0.09%
Global Financial Private Client, LLC14,937$392.4K0.14%
Boothbay Fund Management, LLC12,957$340.4K0.01%
North Dakota State Investment Board12,405$325.9K0.01%
RSM US Wealth Management LLC12,247$324.1K0.00%
Johnson Investment Counsel Inc12,144$319.0K0.00%
Bleakley Financial Group, LLC12,078$317.3K0.01%
RMB Capital Management, LLC12,041$316.3K0.01%
Ewa, LLC12,038$316.2K0.08%
U.S. Capital Wealth Advisors, LLC11,381$299.0K0.01%
Acadian Asset Management LLC10,831$284.0K0.00%
Brinker Capital Investments, LLC10,129$266.1K0.00%
Ironwood Investment Counsel, LLC9,601$252.2K0.04%
GTS Securities LLC9,598$252.1K0.01%
Skopos Labs, Inc.9,365$251.3K0.01%
AlphaGrep UK Ltd9,234$242.6K0.08%
Norden Group LLC9,209$241.9K0.02%
AlphaStar Capital Management, LLC8,918$234.3K0.02%
Manske Wealth Management8,716$229.0K0.07%
Altar Rock LLC8,679$228.0K0.27%
Dorsey & Whitney Trust CO LLC8,603$226.0K0.01%
Camden Capital, LLC8,583$225.5K0.01%
Toroso Investments, LLC8,525$224.0K0.00%
Laird Norton Trust Company, LLC8,463$222.3K0.00%
Unique Wealth Strategies, LLC8,335$219.0K0.09%
Keel Point, LLC8,300$218.0K0.01%
Savvy Advisors, Inc.8,278$217.5K0.01%
Cornerstone Select Advisors, LLC8,246$216.6K0.15%
Journey Strategic Wealth LLC8,201$215.4K0.01%
Avantax Planning Partners, Inc.8,187$215.1K0.01%
AlphaCore Capital LLC8,041$211.2K0.00%
Parcion Private Wealth LLC7,884$207.1K0.01%
Louisbourg Investments Inc.7,475$196.4K0.04%
AlphaCentric Advisors LLC6,966$183.0K0.18%
EFG International AG4,066$106.8K0.00%
Wealth Enhancement Trust Services, Inc.4,029$105.8K0.01%
Caitong International Asset Management Co., Ltd3,630$95.4K0.02%
SageView Advisory Group, LLC3,554$93.4K0.00%
Strategic Investment Solutions, Inc.3,005$78.9K0.02%
Intact Investment Management Inc.3,000$78.8K0.00%
CFG Wealth Management Services, Inc.3,000$78.8K0.07%
Pinnacle Wealth Planning Services, Inc.2,038$53.5K0.01%
Atlas Capital Advisors LLC1,755$46.1K0.01%
Torren Management, LLC1,656$43.5K0.02%
Garton & Associates Financial Advisors LLC1,332$42.1K0.02%
American National Bank1,168$30.7K0.00%
DV Trading LLC1,000$26.3K0.00%
Cullen/Frost Bankers, Inc.799$21.0K0.00%
Measured Wealth Private Client Group, LLC785$20.6K0.01%
Elyxium Wealth, LLC784$20.6K0.01%
Ancora Advisors, LLC646$17.0K0.00%
TD Capital Management LLC625$16.4K0.00%
DV Equities, LLC624$16.4K0.00%
Basecamp Wealth Advisors LLC320$8.41K0.00%
Guinness Atkinson Asset Management Inc308$8.27K0.00%

Sold out (39)

Institutions that held Invesco Ltd. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of IVZ in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Alyeska Investment Group, L.P.1,515,987$34.8M
Voloridge Investment Management, LLC292,442$6.71M
ExodusPoint Capital Management, LP287,150$6.59M
Qsemble Capital Management, LP122,298$2.81M
Edgestream Partners, L.P.96,058$2.20M
Gator Capital Management, LLC75,000$1.72M
New York Life Investment Management LLC59,780$1.37M
Connor, Clark & Lunn Investment Management Ltd.57,790$1.33M
WBI Investments49,782$1.14M
Weiss Asset Management LP44,430$1.02M
Brighton Jones LLC41,802$958.9K
Advisors Preferred, LLC40,306$930.7K
Kovitz Investment Group Partners, LLC30,054$689.4K
Penserra Capital Management LLC26,687$612.0K
Quantessence Capital LLC25,200$578.1K
Graham Capital Management, L.P.18,321$420.3K
Axq Capital, LP16,213$371.9K
Catalyst Funds Management Pty Ltd14,200$325.7K
Catalytic Wealth RIA, LLC11,318$259.6K
Cinctive Capital Management LP10,297$236.2K
111 Capital10,122$232.2K
Capstone Investment Advisors, LLC10,101$231.7K
Prelude Capital Management, LLC9,203$211.1K
Longboard Asset Management, LP8,978$206.0K
Steinberganna Wealth Management8,782$201.5K
Bayforest Capital Ltd6,996$160.5K
Newbridge Financial Services Group, Inc.6,716$154.1K
Principal Securities, Inc.6,452$148.0K
Employees Retirement System of Texas3,336$77.0K
Ci Investments Inc.2,780$64.0K
Wealthspire Advisors, LLC2,426$55.7K
Altshuler Shaham Ltd1,435$32.9K
Salem Investment Counselors Inc750$17.2K
Plante Moran Financial Advisors, LLC295$6.77K
Ameritas Advisory Services, LLC55$1.26K
Cloud Capital Management, LLC79$1.00K
Rise Advisors, LLC32$734
Avalon Trust Co26$597
Strengthening Families & Communities, LLC22$516

Not filed for Q4 2025 yet (15)

Institutions that held Invesco Ltd. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVZ in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
AXA Investment Managers S.A.468,582$10.7M
Point72 Europe (London) LLP309,633$7.10M
Cubist Systematic Strategies, LLC65,888$1.51M
CIBC Bancorp USA Inc.45,538$1.04M
Point72 (DIFC) Ltd25,192$577.9K
Wolverine Trading, LLC19,941$458.6K
Glenmede Investment Management, LP17,664$405.2K
Full Sail Capital, LLC12,556$288.0K
Abich Financial Wealth Management LLC10,296$236.2K
Point72 Asia (Singapore) Pte. Ltd.5,513$126.5K
Shell Asset Management Co3,591$82.0K
Optimum Investment Advisors1,600$36.7K
Hemington Wealth Management727$16.0K
FSA Wealth Management LLC112$2.57K
Texas Capital Bancshares Inc42$963