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 |
|---|---|---|---|---|---|
| Atlantic Trust, LLC | 732 | $19.2K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 764 | $20.1K | 0.00% | +437+133.6% | Added |
| Elyxium Wealth, LLC | 784 | $20.6K | 0.01% | +784 | New |
| Measured Wealth Private Client Group, LLC | 785 | $20.6K | 0.01% | +785 | New |
| HM Payson & Co | 790 | $20.8K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 799 | $21.0K | 0.00% | +799 | New |
| Parkside Financial Bank & Trust | 825 | $21.7K | 0.00% | −1,313−61.4% | Reduced |
| Private Trust Co NA | 841 | $22.1K | 0.00% | +74+9.6% | Added |
| Hantz Financial Services, Inc. | 894 | $23.0K | 0.00% | +169+23.3% | Added |
| Gables Capital Management Inc. | 934 | $24.5K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $25.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,000 | $26.3K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 1,000 | $26.3K | 0.00% | +1,000 | New |
| Clear Street Markets LLC | 1,062 | $27.9K | 0.00% | −7,706−87.9% | Reduced |
| Smartleaf Asset Management LLC | 1,103 | $29.2K | 0.00% | +130+13.4% | Added |
| CNB Bank | 1,153 | $30.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,168 | $30.7K | 0.00% | +1,168 | New |
| Independence Bank of Kentucky | 1,210 | $31.8K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,236 | $32.0K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 1,305 | $34.3K | 0.02% | +77+6.3% | Added |
| Massmutual Trust Co FSB | 1,313 | $34.5K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,325 | $34.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,478 | $39.0K | 0.02% | −4,938−77.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,536 | $40.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,546 | $40.6K | 0.00% | +80+5.5% | Added |
| Garton & Associates Financial Advisors LLC | 1,332 | $42.1K | 0.02% | +1,332 | New |
| Quent Capital, LLC | 1,647 | $43.3K | 0.00% | +43+2.7% | Added |
| HHM Wealth Advisors, LLC | 1,650 | $43.3K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 1,656 | $43.5K | 0.02% | +1,656 | New |
| Los Angeles Capital Management LLC | 1,886 | $44.3K | 0.00% | −33,454−94.7% | Reduced |
| Root Financial Partners, LLC | 1,702 | $44.7K | 0.00% | +374+28.2% | Added |
| Atlas Capital Advisors LLC | 1,755 | $46.1K | 0.01% | +1,755 | New |
| University of Texas/Texas Am Investment Managment Co | 1,787 | $46.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,855 | $48.7K | 0.00% | −533−22.3% | Reduced |
| Manchester Capital Management LLC | 1,868 | $49.1K | 0.01% | −12−0.6% | Reduced |
| Federated Hermes, Inc. | 1,899 | $49.9K | 0.00% | −7−0.4% | Reduced |
| Capital Analysts, LLC | 2,034 | $53.0K | 0.00% | −311−13.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,038 | $53.5K | 0.01% | +2,038 | New |
| Truvestments Capital LLC | 2,105 | $55.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,208 | $58.0K | 0.00% | −35−1.6% | Reduced |
| True Wealth Design, LLC | 2,280 | $59.9K | 0.02% | +210+10.1% | Added |
| Silvant Capital Management LLC | 2,649 | $69.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 2,737 | $71.9K | 0.00% | +114+4.3% | Added |
| Van Eck Associates Corp | 2,774 | $73.0K | 0.00% | −524−15.9% | Reduced |
| Intact Investment Management Inc. | 3,000 | $78.8K | 0.00% | +3,000 | New |
| CFG Wealth Management Services, Inc. | 3,000 | $78.8K | 0.07% | +3,000 | New |
| Strategic Investment Solutions, Inc. | 3,005 | $78.9K | 0.02% | +3,005 | New |
| TD Private Client Wealth LLC | 3,170 | $83.3K | 0.00% | −998−23.9% | Reduced |
| Brown Brothers Harriman & Co | 3,186 | $83.7K | 0.00% | +1,140+55.7% | Added |
| IFP Advisors, Inc | 3,272 | $86.0K | 0.00% | +1,262+62.8% | Added |
| Evelyn Partners Investment Management LLP | 3,470 | $91.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,470 | $91.2K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 3,554 | $93.4K | 0.00% | +3,554 | New |
| Caitong International Asset Management Co., Ltd | 3,630 | $95.4K | 0.02% | +3,630 | New |
| Proffitt & Goodson Inc | 3,666 | $96.3K | 0.01% | −500−12.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 4,029 | $105.8K | 0.01% | +4,029 | New |
| EFG International AG | 4,066 | $106.8K | 0.00% | +4,066 | New |
| Ameritas Investment Partners, Inc. | 4,224 | $111.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 4,267 | $112.0K | 0.00% | −3,703−46.5% | Reduced |
| Rockefeller Capital Management L.P. | 4,361 | $114.6K | 0.00% | +992+29.4% | Added |
| Parallel Advisors, LLC | 4,389 | $115.3K | 0.00% | +1,358+44.8% | Added |
| Zions Bancorporation, National Association | 4,636 | $121.8K | 0.01% | +560+13.7% | Added |
| MCF Advisors LLC | 4,808 | $126.3K | 0.01% | −1,281−21.0% | Reduced |
| Danske Bank A/S | 5,400 | $141.9K | 0.00% | +2,400+80.0% | Added |
| DekaBank Deutsche Girozentrale | 9,528 | $151.0K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 5,683 | $152.5K | 0.00% | +829+17.1% | Added |
| Global Retirement Partners, LLC | 6,225 | $163.5K | 0.00% | +6,064+3,766.5% | Added |
| AlphaCentric Advisors LLC | 6,966 | $183.0K | 0.18% | +6,966 | New |
| Harbour Investments, Inc. | 7,241 | $190.2K | 0.00% | −260−3.5% | Reduced |
| Louisbourg Investments Inc. | 7,475 | $196.4K | 0.04% | +7,475 | New |
| Aster Capital Management (DIFC) Ltd | 7,714 | $202.6K | 0.09% | +2,223+40.5% | Added |
| SBI Securities Co., Ltd. | 7,746 | $203.5K | 0.01% | −359−4.4% | Reduced |
| GWM Advisors LLC | 7,852 | $206.3K | 0.00% | +7,744+7,170.4% | Added |
| Parcion Private Wealth LLC | 7,884 | $207.1K | 0.01% | +7,884 | New |
| AlphaCore Capital LLC | 8,041 | $211.2K | 0.00% | +8,041 | New |
| Avantax Planning Partners, Inc. | 8,187 | $215.1K | 0.01% | +8,187 | New |
| Journey Strategic Wealth LLC | 8,201 | $215.4K | 0.01% | +8,201 | New |
| Cornerstone Select Advisors, LLC | 8,246 | $216.6K | 0.15% | +8,246 | New |
| Savvy Advisors, Inc. | 8,278 | $217.5K | 0.01% | +8,278 | New |
| Keel Point, LLC | 8,300 | $218.0K | 0.01% | +8,300 | New |
| Unique Wealth Strategies, LLC | 8,335 | $219.0K | 0.09% | +8,335 | New |
| Laird Norton Trust Company, LLC | 8,463 | $222.3K | 0.00% | +8,463 | New |
| Toroso Investments, LLC | 8,525 | $224.0K | 0.00% | +8,525 | New |
| Camden Capital, LLC | 8,583 | $225.5K | 0.01% | +8,583 | New |
| Dorsey & Whitney Trust CO LLC | 8,603 | $226.0K | 0.01% | +8,603 | New |
| Altar Rock LLC | 8,679 | $228.0K | 0.27% | +8,679 | New |
| Symmetry Partners, LLC | 8,713 | $228.9K | 0.01% | −202−2.3% | Reduced |
| Manske Wealth Management | 8,716 | $229.0K | 0.07% | +8,716 | New |
| STRS Ohio | 8,717 | $229.0K | 0.00% | +15+0.2% | Added |
| AlphaStar Capital Management, LLC | 8,918 | $234.3K | 0.02% | +8,918 | New |
| SRS Capital Advisors, Inc. | 8,958 | $236.4K | 0.01% | −254,946−96.6% | Reduced |
| Aaron Wealth Advisors | 9,032 | $237.3K | 0.01% | −5,163−36.4% | Reduced |
| Patton Fund Management, Inc. | 9,047 | $237.7K | 0.03% | −6,068−40.1% | Reduced |
| Norden Group LLC | 9,209 | $241.9K | 0.02% | +9,209 | New |
| Perigon Wealth Management, LLC | 9,228 | $242.4K | 0.00% | +297+3.3% | Added |
| AlphaGrep UK Ltd | 9,234 | $242.6K | 0.08% | +9,234 | New |
| Parallax Volatility Advisers, L.P. | 9,342 | $245.4K | 0.01% | +355+4.0% | Added |
| Ritholtz Wealth Management | 9,419 | $247.4K | 0.00% | +644+7.3% | Added |
| waypoint wealth counsel | 9,484 | $249.1K | 0.09% | +616+6.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,491 | $249.3K | 0.00% | −8,256−46.5% | Reduced |