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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 19,628 | $515.6K | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 19,851 | $521.5K | 0.05% | 00.0% | Unchanged |
| Pavaki Capital Management LLC | 20,000 | $525.4K | 0.37% | +20,000 | New |
| ING Groep NV | 20,544 | $539.7K | 0.00% | −341−1.6% | Reduced |
| Arvest Investments, Inc. | 20,588 | $540.8K | 0.08% | −1,385−6.3% | Reduced |
| USA Financial Portformulas Corp | 20,665 | $542.9K | 0.10% | +20,665 | New |
| New Mexico Educational Retirement Board | 20,714 | $544.0K | 0.02% | +500+2.5% | Added |
| Syon Capital LLC | 20,749 | $545.1K | 0.03% | +1,884+10.0% | Added |
| Allspring Global Investments Holdings, LLC | 20,371 | $548.8K | 0.00% | −264−1.3% | Reduced |
| iA Global Asset Management Inc. | 21,010 | $552.0K | 0.01% | +21,010 | New |
| OpenArc Corporate Advisory, LLC | 21,404 | $562.3K | 0.01% | +21,404 | New |
| Apollon Wealth Management, LLC | 21,446 | $563.4K | 0.01% | +2,886+15.5% | Added |
| Evolve Private Wealth, LLC | 21,460 | $563.8K | 0.03% | +21,460 | New |
| Elo Mutual Pension Insurance Co | 21,530 | $565.6K | 0.01% | −28,793−57.2% | Reduced |
| Sterling Capital Management LLC | 21,576 | $566.8K | 0.01% | −925−4.1% | Reduced |
| Evergreen Capital Management LLC | 21,732 | $570.9K | 0.01% | +21,732 | New |
| Kestra Advisory Services, LLC | 21,757 | $571.6K | 0.00% | +777+3.7% | Added |
| Novare Capital Management LLC | 22,000 | $577.9K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22,004 | $578.0K | 0.00% | −866−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 22,186 | $582.8K | 0.01% | +6,179+38.6% | Added |
| Wedmont Private Capital | 21,236 | $588.0K | 0.02% | +456+2.2% | Added |
| Groupama Asset Managment | 22,622 | $594.3K | 0.01% | −2,346−9.4% | Reduced |
| Louisiana State Employees Retirement System | 22,700 | $596.3K | 0.01% | −700−3.0% | Reduced |
| Vinva Investment Management Ltd | 15,136 | $597.7K | 0.01% | −15,864−51.2% | Reduced |
| Polymer Capital Management (US) LLC | 22,882 | $601.1K | 0.08% | +22,882 | New |
| Inceptionr LLC | 22,953 | $603.0K | 0.17% | +1,442+6.7% | Added |
| HighTower Advisors, LLC | 23,180 | $608.9K | 0.00% | +1,888+8.9% | Added |
| CAPROCK Group, Inc. | 24,355 | $639.8K | 0.01% | −15,994−39.6% | Reduced |
| Kera Capital Partners, Inc. | 23,508 | $641.5K | 0.08% | −692−2.9% | Reduced |
| Integrated Wealth Concepts LLC | 24,549 | $644.9K | 0.01% | −1,356−5.2% | Reduced |
| Mirabella Financial Services LLP | 24,613 | $646.6K | 0.06% | +24,613 | New |
| Balyasny Asset Management LLC | 25,242 | $663.1K | 0.00% | −3,300,789−99.2% | Reduced |
| Hartford Investment Management Co | 25,420 | $667.8K | 0.02% | −577−2.2% | Reduced |
| Venture Visionary Partners LLC | 25,515 | $670.3K | 0.02% | −58−0.2% | Reduced |
| Farther Finance Advisors, LLC | 25,806 | $677.9K | 0.01% | +2,391+10.2% | Added |
| Stock Yards Bank & Trust Co | 26,042 | $684.1K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 26,077 | $685.0K | 0.00% | +5,448+26.4% | Added |
| Advisory Services Network, LLC | 26,765 | $703.1K | 0.01% | +5,927+28.4% | Added |
| Norinchukin Bank, The | 27,735 | $728.6K | 0.01% | +1,486+5.7% | Added |
| CIBC Private Wealth Group, LLC | 27,768 | $729.5K | 0.00% | +336+1.2% | Added |
| Advisors Asset Management, Inc. | 27,848 | $731.6K | 0.01% | −620−2.2% | Reduced |
| Winton Group Ltd | 28,000 | $735.6K | 0.03% | +28,000 | New |
| Bridgewater Associates, LP | 28,015 | $736.0K | 0.00% | −18,452−39.7% | Reduced |
| Krilogy Financial LLC | 26,261 | $751.9K | 0.03% | +3,497+15.4% | Added |
| Arvest Bank Trust Division | 28,692 | $753.7K | 0.04% | −873−3.0% | Reduced |
| Equitable Holdings, Inc. | 29,650 | $778.9K | 0.01% | −500−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 29,858 | $784.4K | 0.01% | +49+0.2% | Added |
| Public Employees Retirement Association of Colorado | 29,961 | $787.0K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 32,409 | $792.4K | 0.01% | −72−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 30,903 | $811.8K | 0.00% | +3,431+12.5% | Added |
| Quilter Plc | 32,245 | $847.1K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 32,360 | $850.1K | 0.20% | −1,853−5.4% | Reduced |
| Janney Montgomery Scott LLC | 33,389 | $877.0K | 0.00% | +522+1.6% | Added |
| Daiwa Securities Group Inc. | 34,210 | $899.0K | 0.00% | +1,957+6.1% | Added |
| Private Advisor Group, LLC | 34,250 | $899.8K | 0.00% | −5,668−14.2% | Reduced |
| Savant Capital, LLC | 34,260 | $900.0K | 0.01% | +2,246+7.0% | Added |
| Xponance, Inc. | 34,268 | $900.2K | 0.01% | +3,647+11.9% | Added |
| Teachers Retirement System of the State of Kentucky | 35,141 | $923.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 35,451 | $931.3K | 0.05% | +2,615+8.0% | Added |
| Retirement Planning Co of New England, Inc. | 36,443 | $957.4K | 0.38% | −92−0.3% | Reduced |
| Impact Partnership Wealth, LLC | 36,711 | $964.4K | 0.12% | +8,313+29.3% | Added |
| Havemeyer Place LP | 36,720 | $964.6K | 0.19% | +36,720 | New |
| Twin Capital Management Inc | 36,879 | $968.8K | 0.12% | +280+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,145 | $1.00M | 0.00% | +10,040+35.7% | Added |
| Guinness Asset Management LTD | 37,433 | $1.00M | 0.02% | +8,217+28.1% | Added |
| Merit Financial Group, LLC | 40,351 | $1.06M | 0.01% | +16,618+70.0% | Added |
| Neo Ivy Capital Management | 40,948 | $1.08M | 0.17% | +40,948 | New |
| Pallas Capital Advisors LLC | 40,967 | $1.08M | 0.04% | +4,620+12.7% | Added |
| Wealthcare Advisory Partners LLC | 41,088 | $1.08M | 0.02% | +3,449+9.2% | Added |
| NorthCrest Asset Manangement, LLC | 38,370 | $1.08M | 0.02% | +8,324+27.7% | Added |
| Invst, LLC | 41,556 | $1.09M | 0.12% | −3,972−8.7% | Reduced |
| Harvest Investment Services, LLC | 41,834 | $1.10M | 0.21% | +41,834 | New |
| Advisory Research Inc | 43,861 | $1.15M | 0.14% | +43,861 | New |
| Kestra Private Wealth Services, LLC | 44,082 | $1.16M | 0.01% | −4,342−9.0% | Reduced |
| State of Alaska, Department of Revenue | 44,234 | $1.16M | 0.01% | −3,895−8.1% | Reduced |
| Pacer Advisors, Inc. | 44,473 | $1.17M | 0.00% | −53,308−54.5% | Reduced |
| Ensign Peak Advisors, Inc | 45,355 | $1.19M | 0.00% | −16,370−26.5% | Reduced |
| Buckingham Strategic Partners | 45,534 | $1.20M | 0.01% | +9,856+27.6% | Added |
| Park Capital Management, LLC | 45,824 | $1.20M | 0.86% | +45,824 | New |
| Integrated Quantitative Investments LLC | 45,984 | $1.21M | 0.26% | +45,984 | New |
| AE Wealth Management LLC | 45,992 | $1.21M | 0.01% | +12,721+38.2% | Added |
| Ethic Inc. | 46,086 | $1.21M | 0.02% | +7,933+20.8% | Added |
| Lecap Asset Management Ltd | 46,272 | $1.22M | 0.48% | −21,163−31.4% | Reduced |
| CIBC World Markets Corp | 46,472 | $1.22M | 0.01% | +46,472 | New |
| Aviance Capital Partners, LLC | 46,754 | $1.23M | 0.14% | +2,611+5.9% | Added |
| Twin Tree Management, LP | 46,758 | $1.23M | 0.13% | −18,595−28.5% | Reduced |
| Essential Partners LLC | 47,082 | $1.24M | 0.38% | +1,052+2.3% | Added |
| Mount Lucas Management LP | 47,560 | $1.25M | 0.55% | +751+1.6% | Added |
| Mutual of America Capital Management LLC | 47,796 | $1.26M | 0.01% | −547−1.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 48,048 | $1.26M | 0.37% | −1,213−2.5% | Reduced |
| Sequoia Financial Advisors, LLC | 48,344 | $1.27M | 0.01% | +20,503+73.6% | Added |
| Contravisory Investment Management, Inc. | 49,142 | $1.29M | 0.26% | +45,260+1,165.9% | Added |
| Guggenheim Capital LLC | 49,589 | $1.30M | 0.01% | +5,149+11.6% | Added |
| Foundations Investment Advisors, LLC | 49,805 | $1.31M | 0.02% | +27,900+127.4% | Added |
| Machina Capital S.A.S. | 49,928 | $1.31M | 0.25% | +49,928 | New |
| Oregon Public Employees Retirement Fund | 50,935 | $1.34M | 0.02% | −100−0.2% | Reduced |
| Rothschild Investment LLC | 51,069 | $1.34M | 0.07% | +4,225+9.0% | Added |
| O'Shaughnessy Asset Management, LLC | 52,297 | $1.37M | 0.01% | +10,333+24.6% | Added |
| Assetmark, Inc | 52,904 | $1.39M | 0.00% | +17,654+50.1% | Added |
| Oak Thistle LLC | 54,851 | $1.44M | 0.20% | +20,245+58.5% | Added |