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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 166,001 | $4.36M | 0.01% | −2,595−1.5% | Reduced |
| Mercer Global Advisors Inc | 167,019 | $4.39M | 0.01% | +7,031+4.4% | Added |
| Jefferies Financial Group Inc. | 167,823 | $4.41M | 0.04% | +5,553+3.4% | Added |
| IMC-Chicago, LLC | 168,274 | $4.42M | 0.08% | +135,067+406.7% | Added |
| Rathbone Brothers plc | 170,480 | $4.48M | 0.02% | 00.0% | Unchanged |
| Mubadala Investment Co PJSC | 172,468 | $4.53M | 0.03% | +172,468 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 179,293 | $4.71M | 0.01% | +38,279+27.1% | Added |
| Cacti Asset Management LLC | 178,180 | $4.78M | 0.30% | −14,450−7.5% | Reduced |
| Creative Planning | 183,407 | $4.82M | 0.00% | +93,445+103.9% | Added |
| Russell Investments Group, Ltd. | 192,593 | $5.06M | 0.01% | +7,068+3.8% | Added |
| D.A. Davidson & Co. | 196,673 | $5.17M | 0.03% | +18,279+10.2% | Added |
| EAM Investors, LLC | 200,876 | $5.28M | 0.59% | +200,876 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 202,056 | $5.31M | 0.01% | −3,163−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 205,615 | $5.40M | 0.00% | +60,293+41.5% | Added |
| Stifel Financial Corp | 206,991 | $5.44M | 0.00% | +81,588+65.1% | Added |
| Gabelli Funds LLC | 215,000 | $5.65M | 0.04% | 00.0% | Unchanged |
| Wellington Management Group LLP | 215,978 | $5.67M | 0.00% | −10,554−4.7% | Reduced |
| Erste Asset Management GmbH | 211,613 | $5.68M | 0.05% | +21,103+11.1% | Added |
| Group One Trading, L.P. | 224,192 | $5.89M | 0.17% | +149,793+201.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 225,707 | $5.93M | 0.02% | −1,891−0.8% | Reduced |
| Victory Capital Management Inc | 225,858 | $5.93M | 0.00% | +12,393+5.8% | Added |
| Olstein Capital Management, L.P. | 233,000 | $6.12M | 1.26% | −71,000−23.4% | Reduced |
| CWM, LLC | 235,332 | $6.18M | 0.02% | +37,345+18.9% | Added |
| Exchange Traded Concepts, LLC | 235,767 | $6.19M | 0.05% | +223,665+1,848.2% | Added |
| National Bank of Canada | 249,282 | $6.55M | 0.01% | −31,183−11.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 249,612 | $6.56M | 0.15% | +148,128+146.0% | Added |
| New York State Common Retirement Fund | 250,590 | $6.58M | 0.01% | +4,400+1.8% | Added |
| Poehling Capital Management, LLC | 253,381 | $6.66M | 1.36% | −462−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 255,294 | $6.71M | 0.01% | −4,413−1.7% | Reduced |
| Gifford Fong Associates | 255,393 | $6.71M | 1.34% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 258,136 | $6.78M | 0.39% | 00.0% | Unchanged |
| Toronto Dominion Bank | 260,392 | $6.84M | 0.01% | −2,454−0.9% | Reduced |
| Verition Fund Management LLC | 263,452 | $6.92M | 0.04% | −108,457−29.2% | Reduced |
| Lighthouse Investment Partners, LLC | 269,472 | $7.08M | 0.24% | −104,179−27.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 269,705 | $7.09M | 0.02% | +77,818+40.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 277,296 | $7.28M | 0.02% | −128,524−31.7% | Reduced |
| SG Americas Securities, LLC | 295,352 | $7.76M | 0.01% | +285,288+2,834.7% | Added |
| Manufacturers Life Insurance Company, The | 300,573 | $7.90M | 0.01% | −2,462−0.8% | Reduced |
| Mariner, LLC | 300,690 | $7.91M | 0.01% | +96,392+47.2% | Added |
| LPL Financial LLC | 304,232 | $7.99M | 0.00% | +62,576+25.9% | Added |
| Bank of Montreal | 307,319 | $8.07M | 0.00% | −8,388−2.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 312,980 | $8.22M | 0.02% | −24,074−7.1% | Reduced |
| Cambridge Financial Group, Inc. | 314,625 | $8.27M | 3.16% | +314,625 | New |
| Governors Lane LP | 330,929 | $8.69M | 0.80% | +81,151+32.5% | Added |
| California State Teachers Retirement System | 338,203 | $8.88M | 0.01% | +2,351+0.7% | Added |
| Susquehanna International Group, LLP | 345,761 | $9.08M | 0.01% | +197,901+133.8% | Added |
| Live Oak Private Wealth LLC | 346,777 | $9.11M | 1.24% | −10,514−2.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 361,869 | $9.51M | 0.01% | +54,844+17.9% | Added |
| State Board of Administration of Florida Retirement System | 369,686 | $9.71M | 0.02% | −45,628−11.0% | Reduced |
| New York State Teachers Retirement System | 399,167 | $10.5M | 0.02% | +38,681+10.7% | Added |
| Caption Management, LLC | 399,800 | $10.5M | 0.46% | +399,800 | New |
| Bank of Nova Scotia | 404,895 | $10.6M | 0.02% | +159,801+65.2% | Added |
| Prana Capital Management, LP | 405,485 | $10.7M | 0.39% | −593,389−59.4% | Reduced |
| Tudor Investment Corp Et Al | 412,693 | $10.8M | 0.06% | +176,618+74.8% | Added |
| HSBC Holdings PLC | 431,088 | $11.4M | 0.01% | +114,851+36.3% | Added |
| Canada Pension Plan Investment Board | 445,100 | $11.7M | 0.01% | +74,000+19.9% | Added |
| Algert Global LLC | 447,807 | $11.8M | 0.18% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 448,168 | $11.8M | 0.02% | −182,878−29.0% | Reduced |
| State of Tennessee, Treasury Department | 447,334 | $12.2M | 0.04% | +6,308+1.4% | Added |
| Wealthcare Capital Management LLC | 498,545 | $13.1M | 1.30% | −33,000−6.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 502,788 | $13.2M | 0.02% | +425,937+554.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 498,270 | $13.4M | 0.01% | −350.0% | Reduced |
| Squarepoint Ops LLC | 525,553 | $13.8M | 0.03% | +20,270+4.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 575,286 | $15.1M | 0.23% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 584,622 | $15.4M | 0.08% | −583,755−50.0% | Reduced |
| Credit Agricole S A | 627,721 | $16.5M | 0.05% | +559,197+816.1% | Added |
| Moore Capital Management, LP | 670,080 | $17.6M | 0.36% | +670,080 | New |
| Franklin Resources Inc | 673,029 | $17.7M | 0.00% | +317,414+89.3% | Added |
| Trexquant Investment LP | 684,146 | $18.0M | 0.16% | +601,005+722.9% | Added |
| California Public Employees Retirement System | 685,683 | $18.0M | 0.01% | +37,765+5.8% | Added |
| Swiss National Bank | 703,500 | $18.5M | 0.01% | +9,200+1.3% | Added |
| Cerity Partners LLC | 705,245 | $18.5M | 0.03% | −112,898−13.8% | Reduced |
| Prudential Financial Inc | 709,422 | $18.6M | 0.02% | −60,476−7.9% | Reduced |
| FMR LLC | 720,174 | $18.9M | 0.00% | +306,966+74.3% | Added |
| Legal & General Group Plc | 728,896 | $19.1M | 0.00% | −56,249−7.2% | Reduced |
| Royal Bank of Canada | 730,602 | $19.2M | 0.00% | +257,135+54.3% | Added |
| Rhumbline Advisers | 772,260 | $20.3M | 0.02% | −61,035−7.3% | Reduced |
| Principal Financial Group Inc | 781,225 | $20.5M | 0.01% | −140,079−15.2% | Reduced |
| Citadel Advisors LLC | 862,310 | $22.7M | 0.02% | −4,119,003−82.7% | Reduced |
| Ieq Capital, LLC | 915,843 | $24.1M | 0.07% | +89,484+10.8% | Added |
| UBS Asset Management Americas Inc | 946,430 | $24.9M | 0.01% | −32,855−3.4% | Reduced |
| Raymond James Financial Inc | 1,017,339 | $26.7M | 0.01% | +855,665+529.3% | Added |
| D. E. Shaw & Co., Inc. | 1,018,397 | $26.8M | 0.02% | +264,351+35.1% | Added |
| Engineers Gate Manager LP | 1,061,641 | $27.9M | 0.33% | +1,002,231+1,687.0% | Added |
| Walleye Trading LLC | 1,071,749 | $28.2M | 0.45% | +442,619+70.4% | Added |
| Basswood Capital Management, L.L.C. | 1,117,152 | $29.3M | 1.30% | +190,701+20.6% | Added |
| JPMorgan Chase & Co | 1,123,830 | $29.5M | 0.00% | −247,847−18.1% | Reduced |
| SEI Investments Co | 1,164,265 | $30.8M | 0.03% | +1,017,105+691.2% | Added |
| Barclays PLC | 1,206,803 | $31.7M | 0.01% | −561,023−31.7% | Reduced |
| Wedge Capital Management L L P | 1,265,865 | $33.3M | 0.60% | +1,265,865 | New |
| Quantinno Capital Management LP | 1,268,515 | $33.3M | 0.07% | +134,278+11.8% | Added |
| Delta Global Management LP | 1,336,596 | $35.1M | 2.55% | +1,336,596 | New |
| Citigroup Inc | 1,362,976 | $35.8M | 0.02% | +630,540+86.1% | Added |
| Allianz Asset Management GmbH | 1,382,177 | $36.3M | 0.04% | −103,317−7.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,425,528 | $37.4M | 0.02% | +506,444+55.1% | Added |
| Arrowstreet Capital, Limited Partnership | 1,446,694 | $38.0M | 0.02% | +19,291+1.4% | Added |
| Qube Research & Technologies Ltd | 1,464,827 | $38.5M | 0.06% | +1,464,827 | New |
| Letko, Brosseau & Associates Inc | 1,575,463 | $41.4M | 0.68% | −25,675−1.6% | Reduced |
| Point72 Asset Management, L.P. | 1,863,564 | $49.0M | 0.08% | +677,452+57.1% | Added |
| Nuveen, LLC | 1,959,814 | $51.5M | 0.01% | +228,934+13.2% | Added |