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 |
|---|---|---|---|---|---|
| Wesleyan Assurance Society | 258,136 | $6.78M | 0.39% | 00.0% | Unchanged |
| Gifford Fong Associates | 255,393 | $6.71M | 1.34% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 255,294 | $6.71M | 0.01% | −4,413−1.7% | Reduced |
| Poehling Capital Management, LLC | 253,381 | $6.66M | 1.36% | −462−0.2% | Reduced |
| New York State Common Retirement Fund | 250,590 | $6.58M | 0.01% | +4,400+1.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 249,612 | $6.56M | 0.15% | +148,128+146.0% | Added |
| National Bank of Canada | 249,282 | $6.55M | 0.01% | −31,183−11.1% | Reduced |
| Exchange Traded Concepts, LLC | 235,767 | $6.19M | 0.05% | +223,665+1,848.2% | Added |
| CWM, LLC | 235,332 | $6.18M | 0.02% | +37,345+18.9% | Added |
| Olstein Capital Management, L.P. | 233,000 | $6.12M | 1.26% | −71,000−23.4% | Reduced |
| Victory Capital Management Inc | 225,858 | $5.93M | 0.00% | +12,393+5.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 225,707 | $5.93M | 0.02% | −1,891−0.8% | Reduced |
| Group One Trading, L.P. | 224,192 | $5.89M | 0.17% | +149,793+201.3% | Added |
| Erste Asset Management GmbH | 211,613 | $5.68M | 0.05% | +21,103+11.1% | Added |
| Wellington Management Group LLP | 215,978 | $5.67M | 0.00% | −10,554−4.7% | Reduced |
| Gabelli Funds LLC | 215,000 | $5.65M | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 206,991 | $5.44M | 0.00% | +81,588+65.1% | Added |
| The PNC Financial Services Group, Inc. | 205,615 | $5.40M | 0.00% | +60,293+41.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 202,056 | $5.31M | 0.01% | −3,163−1.5% | Reduced |
| EAM Investors, LLC | 200,876 | $5.28M | 0.59% | +200,876 | New |
| D.A. Davidson & Co. | 196,673 | $5.17M | 0.03% | +18,279+10.2% | Added |
| Russell Investments Group, Ltd. | 192,593 | $5.06M | 0.01% | +7,068+3.8% | Added |
| Creative Planning | 183,407 | $4.82M | 0.00% | +93,445+103.9% | Added |
| Cacti Asset Management LLC | 178,180 | $4.78M | 0.30% | −14,450−7.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 179,293 | $4.71M | 0.01% | +38,279+27.1% | Added |
| Mubadala Investment Co PJSC | 172,468 | $4.53M | 0.03% | +172,468 | New |
| Rathbone Brothers plc | 170,480 | $4.48M | 0.02% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 168,274 | $4.42M | 0.08% | +135,067+406.7% | Added |
| Jefferies Financial Group Inc. | 167,823 | $4.41M | 0.04% | +5,553+3.4% | Added |
| Mercer Global Advisors Inc | 167,019 | $4.39M | 0.01% | +7,031+4.4% | Added |
| Storebrand Asset Management AS | 166,001 | $4.36M | 0.01% | −2,595−1.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 164,280 | $4.32M | 0.02% | −183,342−52.7% | Reduced |
| Two Sigma Investments, LP | 162,111 | $4.26M | 0.01% | −105,016−39.3% | Reduced |
| Jones Financial Companies LLLP | 160,639 | $4.22M | 0.00% | +15,663+10.8% | Added |
| Financial Sense Advisors, Inc. | 158,137 | $4.15M | 0.78% | +1,792+1.1% | Added |
| Janus Henderson Group PLC | 157,490 | $4.14M | 0.00% | −12,962−7.6% | Reduced |
| Mackenzie Financial Corp | 155,593 | $4.11M | 0.00% | +79,543+104.6% | Added |
| Vontobel Holding Ltd. | 153,242 | $4.03M | 0.01% | −31,500−17.1% | Reduced |
| Rafferty Asset Management, LLC | 152,766 | $4.01M | 0.01% | −12,231−7.4% | Reduced |
| Treasurer of the State of North Carolina | 152,477 | $4.01M | 0.01% | −11,143−6.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 152,477 | $4.01M | 0.03% | −9,937−6.1% | Reduced |
| Wells Fargo & Company | 148,229 | $3.89M | 0.00% | +813+0.6% | Added |
| Kingsview Wealth Management, LLC | 147,946 | $3.89M | 0.06% | +110,939+299.8% | Added |
| ProShare Advisors LLC | 147,653 | $3.88M | 0.01% | −7,092−4.6% | Reduced |
| American Century Companies Inc | 139,890 | $3.67M | 0.00% | +8,793+6.7% | Added |
| Convergence Investment Partners, LLC | 136,465 | $3.58M | 0.71% | +4,781+3.6% | Added |
| Del-Sette Capital Management, LLC | 136,320 | $3.58M | 2.21% | +5,164+3.9% | Added |
| Hancock Whitney Corp | 134,128 | $3.52M | 0.06% | +4,975+3.9% | Added |
| Capital Fund Management S.A. | 132,454 | $3.48M | 0.03% | −481,209−78.4% | Reduced |
| Cetera Investment Advisers | 132,118 | $3.47M | 0.00% | +6,489+5.2% | Added |
| QRG Capital Management, Inc. | 130,480 | $3.43M | 0.04% | −64,345−33.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 129,148 | $3.39M | 0.02% | −5,494−4.1% | Reduced |
| Systematic Alpha Investments, LLC | 126,193 | $3.32M | 0.10% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 123,780 | $3.25M | 0.02% | +19,250+18.4% | Added |
| Great West Life Assurance Co | 121,919 | $3.20M | 0.01% | −43,592−26.3% | Reduced |
| Public Employees Retirement System of Ohio | 117,811 | $3.09M | 0.01% | −4,166−3.4% | Reduced |
| Pathstone Holdings, LLC | 117,468 | $3.09M | 0.01% | +4,443+3.9% | Added |
| Landscape Capital Management, L.L.C. | 117,432 | $3.08M | 0.21% | +117,432 | New |
| Czech National Bank | 117,365 | $3.08M | 0.02% | +4,099+3.6% | Added |
| State of Michigan Retirement System | 116,498 | $3.06M | 0.01% | −4,100−3.4% | Reduced |
| CIBC World Markets Inc. | 114,000 | $2.99M | 0.01% | +14,045+14.1% | Added |
| State of New Jersey Common Pension Fund D | 113,659 | $2.99M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 113,322 | $2.98M | 0.01% | +17,164+17.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 109,595 | $2.88M | 0.00% | +91,941+520.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 108,921 | $2.86M | 0.01% | +6,747+6.6% | Added |
| MetLife Investment Management | 105,368 | $2.77M | 0.01% | −3,912−3.6% | Reduced |
| Zacks Investment Management | 105,173 | $2.76M | 0.02% | +105,173 | New |
| Baird Financial Group, Inc. | 104,604 | $2.75M | 0.00% | −1,305−1.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,531 | $2.72M | 0.01% | −3,561−3.3% | Reduced |
| Truist Financial Corp | 100,766 | $2.65M | 0.00% | −5,453−5.1% | Reduced |
| Walleye Capital LLC | 100,233 | $2.63M | 0.02% | +90,147+893.8% | Added |
| CIBC Asset Management Inc | 99,072 | $2.60M | 0.01% | +42,245+74.3% | Added |
| Arizona State Retirement System | 98,854 | $2.60M | 0.01% | −7,095−6.7% | Reduced |
| KLP Kapitalforvaltning AS | 98,600 | $2.59M | 0.01% | +1,600+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 98,043 | $2.58M | 0.00% | +17,893+22.3% | Added |
| 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 |
| Maltese Capital Management LLC | 95,335 | $2.50M | 0.44% | −219,665−69.7% | Reduced |
| American Financial Group Inc | 95,000 | $2.50M | 0.90% | −150,000−61.2% | Reduced |
| Retirement Systems of Alabama | 94,689 | $2.49M | 0.01% | −446−0.5% | Reduced |
| Harmony Asset Management LLC | 94,537 | $2.48M | 0.83% | +3,607+4.0% | Added |
| Picton Mahoney Asset Management | 93,845 | $2.47M | 0.03% | +29,741+46.4% | Added |
| Handelsbanken Fonder AB | 91,700 | $2.41M | 0.01% | 00.0% | Unchanged |
| Valueworks LLC | 90,614 | $2.38M | 0.63% | −4,315−4.5% | Reduced |
| Dark Forest Capital Management LP | 89,630 | $2.35M | 0.11% | +44,360+98.0% | Added |
| Voya Investment Management LLC | 88,528 | $2.33M | 0.00% | +527+0.6% | Added |
| CI Private Wealth, LLC | 87,641 | $2.30M | 0.00% | +31,856+57.1% | Added |
| Wealthfront Advisers LLC | 86,224 | $2.27M | 0.01% | +501+0.6% | Added |
| Amalgamated Bank | 85,268 | $2.24M | 0.02% | +4,792+6.0% | Added |
| South Dakota Investment Council | 83,894 | $2.20M | 0.04% | −202,519−70.7% | Reduced |
| Captrust Financial Advisors | 83,703 | $2.20M | 0.00% | +10,322+14.1% | Added |
| Colony Group, LLC | 83,610 | $2.20M | 0.00% | +49,648+146.2% | Added |
| Asset Management One Co.,Ltd. | 80,664 | $2.17M | 0.01% | −5,725−6.6% | Reduced |
| Cozad Asset Management Inc | 82,038 | $2.16M | 0.17% | +642+0.8% | Added |
| Neuberger Berman Group LLC | 81,640 | $2.14M | 0.00% | +4,166+5.4% | Added |
| Horizon Investments, LLC | 81,354 | $2.14M | 0.03% | −4,798−5.6% | Reduced |
| Lazard Asset Management LLC | 79,449 | $2.09M | 0.00% | −102−0.1% | Reduced |
| TD Asset Management Inc | 77,104 | $2.03M | 0.00% | −1,277−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 76,295 | $2.00M | 0.00% | +39,492+107.3% | Added |
| Commonwealth Equity Services, LLC | 75,629 | $1.99M | 0.00% | −6,248−7.6% | Reduced |