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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 55,004 | $1.44M | 0.04% | +48,796+786.0% | Added |
| Nisa Investment Advisors, LLC | 55,160 | $1.45M | 0.00% | +301+0.5% | Added |
| State of Wisconsin Investment Board | 55,463 | $1.46M | 0.00% | +21,459+63.1% | Added |
| Yousif Capital Management, LLC | 52,931 | $1.48M | 0.02% | −4,858−8.4% | Reduced |
| Envestnet Asset Management Inc | 56,639 | $1.49M | 0.00% | +16,908+42.6% | Added |
| Susquehanna Fundamental Investments, LLC | 57,621 | $1.51M | 0.05% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 58,860 | $1.55M | 0.41% | +58,860 | New |
| Parrish Capital LLC | 59,212 | $1.56M | 1.41% | +59,212 | New |
| Summit Trail Advisors, LLC | 59,900 | $1.57M | 0.03% | +5,732+10.6% | Added |
| Natixis Advisors, L.P. | 60,343 | $1.58M | 0.00% | +6,195+11.4% | Added |
| F/M Investments LLC | 60,651 | $1.59M | 0.06% | +60,651 | New |
| Allworth Financial LP | 60,788 | $1.60M | 0.01% | +1,090+1.8% | Added |
| MML Investors Services, LLC | 61,460 | $1.61M | 0.00% | −10,765−14.9% | Reduced |
| ARGA Investment Management, LP | 64,792 | $1.70M | 0.05% | −1,633−2.5% | Reduced |
| Standard Life Aberdeen plc | 64,983 | $1.71M | 0.00% | +11,477+21.4% | Added |
| UniSuper Management Pty Ltd | 66,788 | $1.75M | 0.01% | −20,392−23.4% | Reduced |
| Norris Financial Group, LLC | 66,849 | $1.76M | 0.60% | +562+0.8% | Added |
| Gold Investment Management Ltd. | 67,142 | $1.76M | 0.56% | −1,798−2.6% | Reduced |
| Woodline Partners LP | 67,739 | $1.78M | 0.01% | +8,859+15.0% | Added |
| Greenwood Capital Associates LLC | 69,673 | $1.83M | 0.20% | −2,496−3.5% | Reduced |
| Teacher Retirement System of Texas | 70,175 | $1.84M | 0.01% | −6,674−8.7% | Reduced |
| Pictet Asset Management Holding SA | 70,466 | $1.85M | 0.00% | +2,154+3.2% | Added |
| CSS LLC | 70,533 | $1.85M | 0.10% | −19,404−21.6% | Reduced |
| Man Group plc | 71,682 | $1.88M | 0.00% | −277,198−79.5% | Reduced |
| Mork Capital Management, LLC | 73,400 | $1.93M | 1.18% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 73,444 | $1.93M | 0.01% | +11,675+18.9% | Added |
| JustInvest LLC | 73,472 | $1.93M | 0.02% | +2,728+3.9% | Added |
| Highland Capital Management, LLC | 73,645 | $1.93M | 0.10% | −8,455−10.3% | Reduced |
| Vident Advisory, LLC | 74,243 | $1.95M | 0.02% | +5,206+7.5% | Added |
| NEOS Investment Management LLC | 74,848 | $1.97M | 0.01% | +18,069+31.8% | Added |
| Two Sigma Advisers, LP | 75,200 | $1.98M | 0.00% | −78,200−51.0% | Reduced |
| Commonwealth Equity Services, LLC | 75,629 | $1.99M | 0.00% | −6,248−7.6% | Reduced |
| Advisor Group Holdings, Inc. | 76,295 | $2.00M | 0.00% | +39,492+107.3% | Added |
| TD Asset Management Inc | 77,104 | $2.03M | 0.00% | −1,277−1.6% | Reduced |
| Lazard Asset Management LLC | 79,449 | $2.09M | 0.00% | −102−0.1% | Reduced |
| Horizon Investments, LLC | 81,354 | $2.14M | 0.03% | −4,798−5.6% | Reduced |
| Neuberger Berman Group LLC | 81,640 | $2.14M | 0.00% | +4,166+5.4% | Added |
| Cozad Asset Management Inc | 82,038 | $2.16M | 0.17% | +642+0.8% | Added |
| Asset Management One Co.,Ltd. | 80,664 | $2.17M | 0.01% | −5,725−6.6% | Reduced |
| Colony Group, LLC | 83,610 | $2.20M | 0.00% | +49,648+146.2% | Added |
| Captrust Financial Advisors | 83,703 | $2.20M | 0.00% | +10,322+14.1% | Added |
| South Dakota Investment Council | 83,894 | $2.20M | 0.04% | −202,519−70.7% | Reduced |
| Amalgamated Bank | 85,268 | $2.24M | 0.02% | +4,792+6.0% | Added |
| Wealthfront Advisers LLC | 86,224 | $2.27M | 0.01% | +501+0.6% | Added |
| CI Private Wealth, LLC | 87,641 | $2.30M | 0.00% | +31,856+57.1% | Added |
| Voya Investment Management LLC | 88,528 | $2.33M | 0.00% | +527+0.6% | Added |
| Dark Forest Capital Management LP | 89,630 | $2.35M | 0.11% | +44,360+98.0% | Added |
| Valueworks LLC | 90,614 | $2.38M | 0.63% | −4,315−4.5% | Reduced |
| Handelsbanken Fonder AB | 91,700 | $2.41M | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 93,845 | $2.47M | 0.03% | +29,741+46.4% | Added |
| Harmony Asset Management LLC | 94,537 | $2.48M | 0.83% | +3,607+4.0% | Added |
| Retirement Systems of Alabama | 94,689 | $2.49M | 0.01% | −446−0.5% | Reduced |
| American Financial Group Inc | 95,000 | $2.50M | 0.90% | −150,000−61.2% | Reduced |
| Maltese Capital Management LLC | 95,335 | $2.50M | 0.44% | −219,665−69.7% | Reduced |
| Continental Advisors LLC | 97,690 | $2.57M | 1.66% | −19,000−16.3% | Reduced |
| Fedenia Advisers LLC | 97,690 | $2.57M | 0.98% | +97,690 | New |
| Northwestern Mutual Wealth Management Co | 98,043 | $2.58M | 0.00% | +17,893+22.3% | Added |
| KLP Kapitalforvaltning AS | 98,600 | $2.59M | 0.01% | +1,600+1.6% | Added |
| Arizona State Retirement System | 98,854 | $2.60M | 0.01% | −7,095−6.7% | Reduced |
| CIBC Asset Management Inc | 99,072 | $2.60M | 0.01% | +42,245+74.3% | Added |
| Walleye Capital LLC | 100,233 | $2.63M | 0.02% | +90,147+893.8% | Added |
| Truist Financial Corp | 100,766 | $2.65M | 0.00% | −5,453−5.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,531 | $2.72M | 0.01% | −3,561−3.3% | Reduced |
| Baird Financial Group, Inc. | 104,604 | $2.75M | 0.00% | −1,305−1.2% | Reduced |
| Zacks Investment Management | 105,173 | $2.76M | 0.02% | +105,173 | New |
| MetLife Investment Management | 105,368 | $2.77M | 0.01% | −3,912−3.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 108,921 | $2.86M | 0.01% | +6,747+6.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 109,595 | $2.88M | 0.00% | +91,941+520.8% | Added |
| Public Sector Pension Investment Board | 113,322 | $2.98M | 0.01% | +17,164+17.8% | Added |
| State of New Jersey Common Pension Fund D | 113,659 | $2.99M | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 114,000 | $2.99M | 0.01% | +14,045+14.1% | Added |
| State of Michigan Retirement System | 116,498 | $3.06M | 0.01% | −4,100−3.4% | Reduced |
| Czech National Bank | 117,365 | $3.08M | 0.02% | +4,099+3.6% | Added |
| Landscape Capital Management, L.L.C. | 117,432 | $3.08M | 0.21% | +117,432 | New |
| Pathstone Holdings, LLC | 117,468 | $3.09M | 0.01% | +4,443+3.9% | Added |
| Public Employees Retirement System of Ohio | 117,811 | $3.09M | 0.01% | −4,166−3.4% | Reduced |
| Great West Life Assurance Co | 121,919 | $3.20M | 0.01% | −43,592−26.3% | Reduced |
| Brandywine Global Investment Management, LLC | 123,780 | $3.25M | 0.02% | +19,250+18.4% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $3.32M | 0.10% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 129,148 | $3.39M | 0.02% | −5,494−4.1% | Reduced |
| QRG Capital Management, Inc. | 130,480 | $3.43M | 0.04% | −64,345−33.0% | Reduced |
| Cetera Investment Advisers | 132,118 | $3.47M | 0.00% | +6,489+5.2% | Added |
| Capital Fund Management S.A. | 132,454 | $3.48M | 0.03% | −481,209−78.4% | Reduced |
| Hancock Whitney Corp | 134,128 | $3.52M | 0.06% | +4,975+3.9% | Added |
| Del-Sette Capital Management, LLC | 136,320 | $3.58M | 2.21% | +5,164+3.9% | Added |
| Convergence Investment Partners, LLC | 136,465 | $3.58M | 0.71% | +4,781+3.6% | Added |
| American Century Companies Inc | 139,890 | $3.67M | 0.00% | +8,793+6.7% | Added |
| ProShare Advisors LLC | 147,653 | $3.88M | 0.01% | −7,092−4.6% | Reduced |
| Kingsview Wealth Management, LLC | 147,946 | $3.89M | 0.06% | +110,939+299.8% | Added |
| Wells Fargo & Company | 148,229 | $3.89M | 0.00% | +813+0.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 152,477 | $4.01M | 0.03% | −9,937−6.1% | Reduced |
| Treasurer of the State of North Carolina | 152,477 | $4.01M | 0.01% | −11,143−6.8% | Reduced |
| Rafferty Asset Management, LLC | 152,766 | $4.01M | 0.01% | −12,231−7.4% | Reduced |
| Vontobel Holding Ltd. | 153,242 | $4.03M | 0.01% | −31,500−17.1% | Reduced |
| Mackenzie Financial Corp | 155,593 | $4.11M | 0.00% | +79,543+104.6% | Added |
| Janus Henderson Group PLC | 157,490 | $4.14M | 0.00% | −12,962−7.6% | Reduced |
| Financial Sense Advisors, Inc. | 158,137 | $4.15M | 0.78% | +1,792+1.1% | Added |
| Jones Financial Companies LLLP | 160,639 | $4.22M | 0.00% | +15,663+10.8% | Added |
| Two Sigma Investments, LP | 162,111 | $4.26M | 0.01% | −105,016−39.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 164,280 | $4.32M | 0.02% | −183,342−52.7% | Reduced |