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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 1,978,717 | $52.0M | 0.04% | −1,130,518−36.4% | Reduced |
| Amundi | 2,014,800 | $52.9M | 0.01% | +239,062+13.5% | Added |
| Ameriprise Financial Inc | 2,020,822 | $53.1M | 0.01% | +477,543+30.9% | Added |
| Bank of America Corp | 2,058,493 | $54.1M | 0.00% | +592,642+40.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,921,158 | $54.3M | 0.07% | +1,744,862+989.7% | Added |
| Jane Street Group, LLC | 2,314,357 | $60.8M | 0.07% | +1,750,212+310.2% | Added |
| Holocene Advisors, LP | 2,467,939 | $64.8M | 0.14% | +39,045+1.6% | Added |
| Deutsche Bank AG | 2,634,866 | $69.2M | 0.02% | +1,184,725+81.7% | Added |
| UBS Group AG | 2,841,830 | $74.7M | 0.01% | −565,777−16.6% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 2,970,944 | $78.0M | 1.96% | −11,657,511−79.7% | Reduced |
| Macquarie Group Ltd | 2,979,258 | $78.3M | 0.34% | +27,065+0.9% | Added |
| Nomura Asset Management International Inc. | 3,150,958 | $82.8M | 0.12% | +3,150,958 | New |
| Bank of New York Mellon Corp | 3,249,634 | $85.4M | 0.02% | +1,040,096+47.1% | Added |
| Norges Bank | 3,902,656 | $102.5M | 0.01% | +3,902,656 | New |
| Samlyn Capital, LLC | 4,211,041 | $110.6M | 1.76% | +2,268,260+116.8% | Added |
| Charles Schwab Investment Management Inc | 4,376,599 | $115.0M | 0.02% | −48,498−1.1% | Reduced |
| Alliancebernstein L.P. | 4,808,093 | $126.3M | 0.04% | −183,983−3.7% | Reduced |
| Fisher Asset Management, LLC | 5,508,744 | $144.7M | 0.05% | +310,903+6.0% | Added |
| Northern Trust Corp | 6,007,833 | $157.8M | 0.02% | −237,323−3.8% | Reduced |
| Goldman Sachs Group Inc | 6,424,969 | $168.8M | 0.02% | +205,521+3.3% | Added |
| Price T Rowe Associates Inc | 6,729,393 | $176.8M | 0.02% | +5,292,867+368.4% | Added |
| Morgan Stanley | 7,338,776 | $192.8M | 0.01% | −293,135−3.8% | Reduced |
| Invesco Ltd. | 8,770,121 | $230.4M | 0.02% | +8,770,121 | New |
| AQR Capital Management LLC | 8,882,863 | $233.4M | 0.12% | −936,136−9.5% | Reduced |
| Geode Capital Management, LLC | 10,925,140 | $286.5M | 0.02% | −277,914−2.5% | Reduced |
| Millennium Management LLC | 13,882,786 | $364.7M | 0.26% | +1,014,863+7.9% | Added |
| Dimensional Fund Advisors LP | 20,764,685 | $545.5M | 0.11% | −565,962−2.7% | Reduced |
| State Street Corp | 21,541,382 | $565.9M | 0.02% | +18,890+0.1% | Added |
| BlackRock, Inc. | 38,956,628 | $1.02B | 0.02% | +1,251,336+3.3% | Added |
| Vanguard Group Inc | 52,965,761 | $1.39B | 0.02% | +947,693+1.8% | Added |
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $2.14B | 88.11% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,515,987−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −292,442−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −287,150−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −122,298−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −96,058−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −59,780−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −57,790−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −49,782−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −44,430−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −41,802−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −40,306−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −30,054−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −26,687−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −18,321−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −16,213−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −11,318−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −10,297−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −10,122−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −10,101−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,203−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −8,978−100.0% | Sold out |
| Steinberganna Wealth Management | 0 | $0 | 0.00% | −8,782−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −6,996−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −6,716−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −6,452−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,780−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Full Sail Capital, LLC | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Optimum Investment Advisors | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |
| Texas Capital Bancshares Inc | – | – | – | – | Not filed |