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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 9,365 | $251.3K | 0.01% | +9,365 | New |
| Metis Global Partners, LLC | 9,578 | $251.6K | 0.01% | −883−8.4% | Reduced |
| GTS Securities LLC | 9,598 | $252.1K | 0.01% | +9,598 | New |
| Ironwood Investment Counsel, LLC | 9,601 | $252.2K | 0.04% | +9,601 | New |
| Commerce Bank | 9,606 | $252.3K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 9,615 | $252.6K | 0.01% | −67−0.7% | Reduced |
| Versant Capital Management, Inc | 9,973 | $262.0K | 0.03% | +624+6.7% | Added |
| Brinker Capital Investments, LLC | 10,129 | $266.1K | 0.00% | +10,129 | New |
| Signaturefd, LLC | 10,318 | $271.0K | 0.00% | −939−8.3% | Reduced |
| Panagora Asset Management Inc | 10,322 | $271.2K | 0.00% | −36−0.3% | Reduced |
| V-Square Quantitative Management LLC | 10,561 | $277.4K | 0.03% | −6,573−38.4% | Reduced |
| MinichMacGregor Wealth Management, LLC | 10,659 | $280.0K | 0.05% | −2,382−18.3% | Reduced |
| DRW Securities, LLC | 10,755 | $282.5K | 0.02% | −12,901−54.5% | Reduced |
| Stratos Wealth Partners, LTD. | 10,795 | $283.6K | 0.00% | −836−7.2% | Reduced |
| Acadian Asset Management LLC | 10,831 | $284.0K | 0.00% | +10,831 | New |
| Sivia Capital Partners, LLC | 11,073 | $290.9K | 0.06% | +136+1.2% | Added |
| Stonebridge Capital Advisors LLC | 11,125 | $292.3K | 0.02% | −700−5.9% | Reduced |
| Cornerstone Wealth Management, LLC | 11,200 | $294.2K | 0.02% | +500+4.7% | Added |
| Adams Wealth Management | 11,243 | $295.4K | 0.06% | −1,558−12.2% | Reduced |
| CacheTech Inc. | 11,243 | $295.4K | 0.05% | −1,558−12.2% | Reduced |
| United Capital Financial Advisers, LLC | 11,275 | $296.2K | 0.00% | +2,145+23.5% | Added |
| R Squared Ltd | 11,300 | $296.9K | 0.14% | +1,982+21.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,361 | $298.5K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 11,381 | $299.0K | 0.01% | +11,381 | New |
| KBC Group NV | 11,414 | $300.0K | 0.00% | 00.0% | Unchanged |
| Carrera Capital Advisors | 11,467 | $301.2K | 0.05% | +408+3.7% | Added |
| United Community Bank | 11,703 | $307.4K | 0.12% | +50.0% | Added |
| Keynote Financial Services LLC | 11,744 | $308.5K | 0.17% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,852 | $311.4K | 0.01% | −3,757−24.1% | Reduced |
| Anb Bank | 11,949 | $313.9K | 0.12% | −214−1.8% | Reduced |
| MUFG Securities Americas Inc. | 11,991 | $315.0K | 0.02% | −35−0.3% | Reduced |
| Ewa, LLC | 12,038 | $316.2K | 0.08% | +12,038 | New |
| RMB Capital Management, LLC | 12,041 | $316.3K | 0.01% | +12,041 | New |
| Bleakley Financial Group, LLC | 12,078 | $317.3K | 0.01% | +12,078 | New |
| Securian Asset Management, Inc | 12,102 | $317.9K | 0.01% | −9,435−43.8% | Reduced |
| Johnson Investment Counsel Inc | 12,144 | $319.0K | 0.00% | +12,144 | New |
| Mather Group, LLC. | 12,309 | $323.3K | 0.00% | +1,753+16.6% | Added |
| RSM US Wealth Management LLC | 12,247 | $324.1K | 0.00% | +12,247 | New |
| Greenleaf Trust | 12,373 | $325.0K | 0.00% | −23−0.2% | Reduced |
| North Dakota State Investment Board | 12,405 | $325.9K | 0.01% | +12,405 | New |
| Coldstream Capital Management Inc | 12,458 | $327.3K | 0.00% | +573+4.8% | Added |
| US Bancorp | 12,798 | $336.2K | 0.00% | −81−0.6% | Reduced |
| LGT Group Foundation | 12,725 | $336.7K | 0.00% | −1,910−13.1% | Reduced |
| Gotham Asset Management, LLC | 12,828 | $337.0K | 0.00% | +61+0.5% | Added |
| Atomi Financial Group, Inc. | 12,838 | $337.2K | 0.01% | +2,947+29.8% | Added |
| Jackson Thornton Asset Management, LLC | 11,964 | $338.0K | 0.03% | +2,366+24.7% | Added |
| Boothbay Fund Management, LLC | 12,957 | $340.4K | 0.01% | +12,957 | New |
| Element Wealth, LLC | 13,048 | $342.8K | 0.14% | +9+0.1% | Added |
| Vise Technologies, Inc. | 13,182 | $346.3K | 0.01% | +425+3.3% | Added |
| Caerus Investment Advisors, LLC | 13,305 | $349.5K | 0.12% | +2,542+23.6% | Added |
| Everence Capital Management Inc | 13,310 | $350.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 13,480 | $354.1K | 0.01% | +1,502+12.5% | Added |
| Brand Asset Management Group, Inc. | 13,487 | $354.3K | 0.10% | +2,925+27.7% | Added |
| Nomura Holdings Inc | 13,586 | $356.9K | 0.00% | −572,121−97.7% | Reduced |
| Investors Research Corp | 13,600 | $357.3K | 0.07% | −17,712−56.6% | Reduced |
| Waddell & Associates, LLC | 13,600 | $357.3K | 0.02% | +1,057+8.4% | Added |
| Holcombe Financial, Inc. | 14,080 | $369.9K | 0.23% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14,389 | $378.0K | 0.01% | +807+5.9% | Added |
| Transcend Wealth Collective, LLC | 14,442 | $379.4K | 0.03% | +1,304+9.9% | Added |
| Paragon Capital Management Ltd | 14,565 | $382.6K | 0.08% | +123+0.9% | Added |
| Generali Asset Management SPA SGR | 14,609 | $383.8K | 0.01% | +813+5.9% | Added |
| Prospera Financial Services Inc | 14,911 | $392.0K | 0.01% | −2,121−12.5% | Reduced |
| Global Financial Private Client, LLC | 14,937 | $392.4K | 0.14% | +14,937 | New |
| Dynamic Technology Lab Private Ltd | 14,945 | $393.0K | 0.09% | +14,945 | New |
| Chicago Partners Investment Group LLC | 13,924 | $395.5K | 0.01% | +2,274+19.5% | Added |
| Eagle Rock Investment Company, LLC | 15,175 | $398.6K | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $403.7K | 0.00% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 15,457 | $406.1K | 0.14% | +15,457 | New |
| DGS Capital Management, LLC | 15,601 | $409.8K | 0.07% | +191+1.2% | Added |
| Glenmede Trust Co NA | 15,807 | $415.2K | 0.00% | +15,807 | New |
| XTX Topco Ltd | 15,901 | $417.7K | 0.01% | +15,901 | New |
| MAI Capital Management | 15,979 | $419.8K | 0.00% | −2,006−11.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 15,982 | $419.8K | 0.02% | +859+5.7% | Added |
| NBC Securities, Inc. | 16,267 | $427.3K | 0.03% | 00.0% | Unchanged |
| Natixis | 16,413 | $431.2K | 0.00% | −243,525−93.7% | Reduced |
| Independent Advisor Alliance | 16,448 | $432.1K | 0.01% | +65+0.4% | Added |
| Tennessee Valley Asset Management Partners | 16,521 | $434.0K | 0.06% | −10,394−38.6% | Reduced |
| Farringdon Capital, Ltd. | 16,564 | $435.1K | 0.11% | +16,564 | New |
| Ibex Wealth Advisors | 16,638 | $437.1K | 0.04% | +16,638 | New |
| Warren Averett Asset Management, LLC | 16,701 | $438.7K | 0.00% | +5,536+49.6% | Added |
| Fieldview Capital Management, LLC | 16,820 | $441.9K | 0.08% | +16,820 | New |
| Quarry LP | 16,837 | $442.3K | 0.07% | +14,362+580.3% | Added |
| State of Wyoming | 16,875 | $443.3K | 0.05% | −1,558−8.5% | Reduced |
| CX Institutional | 17,049 | $448.0K | 0.01% | +497+3.0% | Added |
| Keybank National Association | 17,164 | $450.9K | 0.00% | +17,164 | New |
| Nomura Asset Management Co Ltd | 17,450 | $458.4K | 0.00% | +1,658+10.5% | Added |
| Edmond de Rothschild Holding S.A. | 17,500 | $459.7K | 0.01% | +17,500 | New |
| EP Wealth Advisors, LLC | 17,531 | $460.5K | 0.00% | +17,531 | New |
| Virginia Retirement Systems Et Al | 17,650 | $463.7K | 0.00% | +4,350+32.7% | Added |
| Evoke Wealth, LLC | 17,660 | $463.9K | 0.01% | +651+3.8% | Added |
| Park Avenue Securities LLC | 17,949 | $472.0K | 0.00% | −1,210−6.3% | Reduced |
| MUFG Securities EMEA plc | 18,303 | $480.8K | 0.01% | +9,767+114.4% | Added |
| HB Wealth Management, LLC | 18,375 | $482.7K | 0.00% | +3,181+20.9% | Added |
| M&T Bank Corp | 18,460 | $484.9K | 0.00% | +8,491+85.2% | Added |
| Hudson Bay Capital Management LP | 18,710 | $491.5K | 0.00% | +18,710 | New |
| Sanctuary Advisors, LLC | 19,057 | $500.6K | 0.00% | +1,467+8.3% | Added |
| Forum Financial Management, LP | 19,145 | $502.9K | 0.01% | +60.0% | Added |
| Utah Retirement Systems | 19,237 | $505.4K | 0.00% | 00.0% | Unchanged |
| Kendall Capital Management | 19,325 | $507.7K | 0.11% | −250−1.3% | Reduced |
| Wealth Management Associates, Inc. | 19,410 | $509.9K | 0.18% | +19,410 | New |