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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 75,200 | $1.98M | 0.00% | −78,200−51.0% | Reduced |
| NEOS Investment Management LLC | 74,848 | $1.97M | 0.01% | +18,069+31.8% | Added |
| Vident Advisory, LLC | 74,243 | $1.95M | 0.02% | +5,206+7.5% | Added |
| Highland Capital Management, LLC | 73,645 | $1.93M | 0.10% | −8,455−10.3% | Reduced |
| JustInvest LLC | 73,472 | $1.93M | 0.02% | +2,728+3.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 73,444 | $1.93M | 0.01% | +11,675+18.9% | Added |
| Mork Capital Management, LLC | 73,400 | $1.93M | 1.18% | 00.0% | Unchanged |
| Man Group plc | 71,682 | $1.88M | 0.00% | −277,198−79.5% | Reduced |
| CSS LLC | 70,533 | $1.85M | 0.10% | −19,404−21.6% | Reduced |
| Pictet Asset Management Holding SA | 70,466 | $1.85M | 0.00% | +2,154+3.2% | Added |
| Teacher Retirement System of Texas | 70,175 | $1.84M | 0.01% | −6,674−8.7% | Reduced |
| Greenwood Capital Associates LLC | 69,673 | $1.83M | 0.20% | −2,496−3.5% | Reduced |
| Woodline Partners LP | 67,739 | $1.78M | 0.01% | +8,859+15.0% | Added |
| Gold Investment Management Ltd. | 67,142 | $1.76M | 0.56% | −1,798−2.6% | Reduced |
| Norris Financial Group, LLC | 66,849 | $1.76M | 0.60% | +562+0.8% | Added |
| UniSuper Management Pty Ltd | 66,788 | $1.75M | 0.01% | −20,392−23.4% | Reduced |
| Standard Life Aberdeen plc | 64,983 | $1.71M | 0.00% | +11,477+21.4% | Added |
| ARGA Investment Management, LP | 64,792 | $1.70M | 0.05% | −1,633−2.5% | Reduced |
| MML Investors Services, LLC | 61,460 | $1.61M | 0.00% | −10,765−14.9% | Reduced |
| Allworth Financial LP | 60,788 | $1.60M | 0.01% | +1,090+1.8% | Added |
| F/M Investments LLC | 60,651 | $1.59M | 0.06% | +60,651 | New |
| Natixis Advisors, L.P. | 60,343 | $1.58M | 0.00% | +6,195+11.4% | Added |
| Summit Trail Advisors, LLC | 59,900 | $1.57M | 0.03% | +5,732+10.6% | Added |
| Parrish Capital LLC | 59,212 | $1.56M | 1.41% | +59,212 | New |
| Buckley Wealth Management, LLC | 58,860 | $1.55M | 0.41% | +58,860 | New |
| Susquehanna Fundamental Investments, LLC | 57,621 | $1.51M | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 56,639 | $1.49M | 0.00% | +16,908+42.6% | Added |
| Yousif Capital Management, LLC | 52,931 | $1.48M | 0.02% | −4,858−8.4% | Reduced |
| State of Wisconsin Investment Board | 55,463 | $1.46M | 0.00% | +21,459+63.1% | Added |
| Nisa Investment Advisors, LLC | 55,160 | $1.45M | 0.00% | +301+0.5% | Added |
| Simplex Trading, LLC | 55,004 | $1.44M | 0.04% | +48,796+786.0% | Added |
| Oak Thistle LLC | 54,851 | $1.44M | 0.20% | +20,245+58.5% | Added |
| Assetmark, Inc | 52,904 | $1.39M | 0.00% | +17,654+50.1% | Added |
| O'Shaughnessy Asset Management, LLC | 52,297 | $1.37M | 0.01% | +10,333+24.6% | Added |
| Rothschild Investment LLC | 51,069 | $1.34M | 0.07% | +4,225+9.0% | Added |
| Oregon Public Employees Retirement Fund | 50,935 | $1.34M | 0.02% | −100−0.2% | Reduced |
| Machina Capital S.A.S. | 49,928 | $1.31M | 0.25% | +49,928 | New |
| Foundations Investment Advisors, LLC | 49,805 | $1.31M | 0.02% | +27,900+127.4% | Added |
| Guggenheim Capital LLC | 49,589 | $1.30M | 0.01% | +5,149+11.6% | Added |
| Contravisory Investment Management, Inc. | 49,142 | $1.29M | 0.26% | +45,260+1,165.9% | Added |
| Sequoia Financial Advisors, LLC | 48,344 | $1.27M | 0.01% | +20,503+73.6% | Added |
| Jackson Creek Investment Advisors LLC | 48,048 | $1.26M | 0.37% | −1,213−2.5% | Reduced |
| Mutual of America Capital Management LLC | 47,796 | $1.26M | 0.01% | −547−1.1% | Reduced |
| Mount Lucas Management LP | 47,560 | $1.25M | 0.55% | +751+1.6% | Added |
| Essential Partners LLC | 47,082 | $1.24M | 0.38% | +1,052+2.3% | Added |
| Twin Tree Management, LP | 46,758 | $1.23M | 0.13% | −18,595−28.5% | Reduced |
| Aviance Capital Partners, LLC | 46,754 | $1.23M | 0.14% | +2,611+5.9% | Added |
| CIBC World Markets Corp | 46,472 | $1.22M | 0.01% | +46,472 | New |
| Lecap Asset Management Ltd | 46,272 | $1.22M | 0.48% | −21,163−31.4% | Reduced |
| Ethic Inc. | 46,086 | $1.21M | 0.02% | +7,933+20.8% | Added |
| AE Wealth Management LLC | 45,992 | $1.21M | 0.01% | +12,721+38.2% | Added |
| Integrated Quantitative Investments LLC | 45,984 | $1.21M | 0.26% | +45,984 | New |
| Park Capital Management, LLC | 45,824 | $1.20M | 0.86% | +45,824 | New |
| Buckingham Strategic Partners | 45,534 | $1.20M | 0.01% | +9,856+27.6% | Added |
| Ensign Peak Advisors, Inc | 45,355 | $1.19M | 0.00% | −16,370−26.5% | Reduced |
| Pacer Advisors, Inc. | 44,473 | $1.17M | 0.00% | −53,308−54.5% | Reduced |
| State of Alaska, Department of Revenue | 44,234 | $1.16M | 0.01% | −3,895−8.1% | Reduced |
| Kestra Private Wealth Services, LLC | 44,082 | $1.16M | 0.01% | −4,342−9.0% | Reduced |
| Advisory Research Inc | 43,861 | $1.15M | 0.14% | +43,861 | New |
| Harvest Investment Services, LLC | 41,834 | $1.10M | 0.21% | +41,834 | New |
| Invst, LLC | 41,556 | $1.09M | 0.12% | −3,972−8.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 38,370 | $1.08M | 0.02% | +8,324+27.7% | Added |
| Wealthcare Advisory Partners LLC | 41,088 | $1.08M | 0.02% | +3,449+9.2% | Added |
| Pallas Capital Advisors LLC | 40,967 | $1.08M | 0.04% | +4,620+12.7% | Added |
| Neo Ivy Capital Management | 40,948 | $1.08M | 0.17% | +40,948 | New |
| Merit Financial Group, LLC | 40,351 | $1.06M | 0.01% | +16,618+70.0% | Added |
| Guinness Asset Management LTD | 37,433 | $1.00M | 0.02% | +8,217+28.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 38,145 | $1.00M | 0.00% | +10,040+35.7% | Added |
| Twin Capital Management Inc | 36,879 | $968.8K | 0.12% | +280+0.8% | Added |
| Havemeyer Place LP | 36,720 | $964.6K | 0.19% | +36,720 | New |
| Impact Partnership Wealth, LLC | 36,711 | $964.4K | 0.12% | +8,313+29.3% | Added |
| Retirement Planning Co of New England, Inc. | 36,443 | $957.4K | 0.38% | −92−0.3% | Reduced |
| GAMMA Investing LLC | 35,451 | $931.3K | 0.05% | +2,615+8.0% | Added |
| Teachers Retirement System of the State of Kentucky | 35,141 | $923.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 34,268 | $900.2K | 0.01% | +3,647+11.9% | Added |
| Savant Capital, LLC | 34,260 | $900.0K | 0.01% | +2,246+7.0% | Added |
| Private Advisor Group, LLC | 34,250 | $899.8K | 0.00% | −5,668−14.2% | Reduced |
| Daiwa Securities Group Inc. | 34,210 | $899.0K | 0.00% | +1,957+6.1% | Added |
| Janney Montgomery Scott LLC | 33,389 | $877.0K | 0.00% | +522+1.6% | Added |
| Elevated Capital Advisors, LLC | 32,360 | $850.1K | 0.20% | −1,853−5.4% | Reduced |
| Quilter Plc | 32,245 | $847.1K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 30,903 | $811.8K | 0.00% | +3,431+12.5% | Added |
| Mizuho Securities USA LLC | 32,409 | $792.4K | 0.01% | −72−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 29,961 | $787.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 29,858 | $784.4K | 0.01% | +49+0.2% | Added |
| Equitable Holdings, Inc. | 29,650 | $778.9K | 0.01% | −500−1.7% | Reduced |
| Arvest Bank Trust Division | 28,692 | $753.7K | 0.04% | −873−3.0% | Reduced |
| Krilogy Financial LLC | 26,261 | $751.9K | 0.03% | +3,497+15.4% | Added |
| Bridgewater Associates, LP | 28,015 | $736.0K | 0.00% | −18,452−39.7% | Reduced |
| Winton Group Ltd | 28,000 | $735.6K | 0.03% | +28,000 | New |
| Advisors Asset Management, Inc. | 27,848 | $731.6K | 0.01% | −620−2.2% | Reduced |
| CIBC Private Wealth Group, LLC | 27,768 | $729.5K | 0.00% | +336+1.2% | Added |
| Norinchukin Bank, The | 27,735 | $728.6K | 0.01% | +1,486+5.7% | Added |
| Advisory Services Network, LLC | 26,765 | $703.1K | 0.01% | +5,927+28.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 26,077 | $685.0K | 0.00% | +5,448+26.4% | Added |
| Stock Yards Bank & Trust Co | 26,042 | $684.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 25,806 | $677.9K | 0.01% | +2,391+10.2% | Added |
| Venture Visionary Partners LLC | 25,515 | $670.3K | 0.02% | −58−0.2% | Reduced |
| Hartford Investment Management Co | 25,420 | $667.8K | 0.02% | −577−2.2% | Reduced |
| Balyasny Asset Management LLC | 25,242 | $663.1K | 0.00% | −3,300,789−99.2% | Reduced |