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, 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
- 631
- +80 vs. Q3 2025
- Shares held
- 411.5M
- +21.0M (+5.4%) vs. Q3 2025
- Total value
- $10.8B
- +$1.85B (+20.7%) vs. Q3 2025
- New holders
- 119
- 253 more added
- Sold out
- 39
- 177 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 | 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, 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 |
|---|---|---|---|---|---|
| Steigerwald, Gordon & Koch Inc. | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $131 | 0.00% | −210−97.7% | Reduced |
| Arcadia Investment Management Corp | 7 | $184 | 0.00% | +7 | New |
| Trust Co | 7 | $184 | 0.00% | +7 | New |
| SOA Wealth Advisors, LLC. | 7 | $192 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $263 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $263 | 0.00% | +10 | New |
| Luken Investment Analytics, LLC | 10 | $263 | 0.00% | +10 | New |
| Nemes Rush Group LLC | 11 | $289 | 0.00% | +11 | New |
| WestEnd Advisors, LLC | 15 | $394 | 0.00% | +5+50.0% | Added |
| Meramec Financial Planners, LLC | 15 | $403 | 0.00% | +15 | New |
| Wealth Watch Advisors, INC | 22 | $578 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 24 | $631 | 0.00% | +2+9.1% | Added |
| Lloyd Advisory Services, LLC. | 29 | $755 | 0.00% | +29 | New |
| Financial Consulate, Inc | 29 | $762 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 30 | $797 | 0.00% | +30 | New |
| Private Wealth Management Group, LLC | 33 | $867 | 0.00% | −13−28.3% | Reduced |
| MV Capital Management, Inc. | 35 | $920 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $946 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 36 | $946 | 0.00% | +4+12.5% | Added |
| Cornerstone Financial Management LLC | 37 | $972 | 0.00% | +37 | New |
| CVA Family Office, LLC | 38 | $998 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 39 | $1.00K | 0.00% | +39 | New |
| Sound Income Strategies, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 39 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 42 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 42 | $1.10K | 0.00% | +11+35.5% | Added |
| Geneos Wealth Management Inc. | 43 | $1.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 51 | $1.34K | 0.00% | −1−1.9% | Reduced |
| American Capital Advisory, LLC | 51 | $1.34K | 0.00% | +10+24.4% | Added |
| Dunhill Financial, LLC | 54 | $1.42K | 0.00% | +14+35.0% | Added |
| Tidemark, LLC | 55 | $1.45K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 58 | $1.52K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 61 | $1.60K | 0.00% | +35+134.6% | Added |
| Strategic Wealth Partners, Ltd. | 66 | $1.73K | 0.00% | +66 | New |
| 1620 Investment Advisors, Inc. | 80 | $2.10K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 89 | $2.33K | 0.00% | −1−1.1% | Reduced |
| UMA Financial Services, Inc. | 90 | $2.37K | 0.00% | +38+73.1% | Added |
| Retirement Wealth Solutions LLC | 91 | $2.39K | 0.00% | +11+13.8% | Added |
| Howard Hughes Medical Institute | 96 | $2.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 97 | $2.55K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $2.63K | 0.00% | +100 | New |
| Compagnie Lombard Odier SCmA | 110 | $2.89K | 0.00% | +110 | New |
| TFC Financial Management | 117 | $3.07K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $3.10K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 118 | $3.10K | 0.00% | +118 | New |
| SIMA Wealth Partners, LLC | 125 | $3.28K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 125 | $3.28K | 0.00% | +10+8.7% | Added |
| Transamerica Financial Advisors, Inc. | 129 | $3.39K | 0.00% | +60+87.0% | Added |
| Westfuller Advisors, LLC | 137 | $3.60K | 0.00% | +137 | New |
| Colonial Trust Co | 149 | $3.91K | 0.00% | −3−2.0% | Reduced |
| Cornerstone Planning Group LLC | 143 | $3.94K | 0.00% | +40+38.8% | Added |
| GW&K Investment Management, LLC | 139 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 161 | $4.23K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 162 | $4.26K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $4.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 176 | $4.62K | 0.00% | +123+232.1% | Added |
| ZRC Wealth Management, LLC | 195 | $5.12K | 0.00% | +91+87.5% | Added |
| Triumph Capital Management | 203 | $5.33K | 0.00% | +203 | New |
| Bartlett & Co. Wealth Management LLC | 209 | $5.49K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 210 | $5.52K | 0.00% | +210 | New |
| Stone House Investment Management, LLC | 223 | $5.86K | 0.00% | +11+5.2% | Added |
| ORG Partners LLC | 225 | $5.91K | 0.00% | +19+9.2% | Added |
| Keating Financial Advisory Services, Inc. | 228 | $5.99K | 0.00% | +228 | New |
| WealthCollab, LLC | 235 | $6.17K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 244 | $6.41K | 0.00% | −23−8.6% | Reduced |
| Farmers & Merchants Investments Inc | 247 | $6.49K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 258 | $6.78K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 259 | $6.85K | 0.00% | +114+78.6% | Added |
| Manning & Napier Advisors LLC | 263 | $6.96K | 0.00% | +263 | New |
| WPG Advisers, LLC | 278 | $7.30K | 0.01% | −135−32.7% | Reduced |
| Spire Wealth Management | 281 | $7.38K | 0.00% | +220+360.7% | Added |
| Fortitude Family Office, LLC | 312 | $8.20K | 0.00% | +29+10.2% | Added |
| Guinness Atkinson Asset Management Inc | 308 | $8.27K | 0.00% | +308 | New |
| Basecamp Wealth Advisors LLC | 320 | $8.41K | 0.00% | +320 | New |
| Central Trust Co | 383 | $10.1K | 0.00% | +260+211.4% | Added |
| JFS Wealth Advisors, LLC | 411 | $10.8K | 0.00% | +163+65.7% | Added |
| Red Tortoise LLC | 446 | $11.7K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 469 | $12.0K | 0.00% | −172−26.8% | Reduced |
| Cape Investment Advisory, Inc. | 478 | $12.6K | 0.00% | +83+21.0% | Added |
| Leonteq Securities AG | 486 | $12.8K | 0.00% | +435+852.9% | Added |
| Dogwood Wealth Management LLC | 493 | $13.0K | 0.01% | +4+0.8% | Added |
| Avion Wealth | 500 | $13.0K | 0.00% | −36−6.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 502 | $13.2K | 0.00% | −133−20.9% | Reduced |
| First Horizon Corp | 529 | $13.9K | 0.00% | +276+109.1% | Added |
| Caitlin John, LLC | 553 | $14.5K | 0.01% | +500+943.4% | Added |
| Grove Bank & Trust | 563 | $14.8K | 0.00% | +510+962.3% | Added |
| Addison Advisors LLC | 565 | $14.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 603 | $15.8K | 0.00% | +584+3,073.7% | Added |
| DV Equities, LLC | 624 | $16.4K | 0.00% | +624 | New |
| Cromwell Holdings LLC | 624 | $16.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 625 | $16.4K | 0.00% | +625 | New |
| Sofos Investments, Inc. | 739 | $16.6K | 0.00% | +53+7.7% | Added |
| Ancora Advisors, LLC | 646 | $17.0K | 0.00% | +646 | New |
| Trust Co of Vermont | 655 | $17.2K | 0.00% | +450+219.5% | Added |
| Salomon & Ludwin, LLC | 625 | $17.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 670 | $17.6K | 0.00% | +271+67.9% | Added |
| Ronald Blue Trust, Inc. | 686 | $18.0K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 710 | $18.7K | 0.02% | −900−55.9% | Reduced |