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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 24,613 | $646.6K | 0.06% | +24,613 | New |
| Integrated Wealth Concepts LLC | 24,549 | $644.9K | 0.01% | −1,356−5.2% | Reduced |
| Kera Capital Partners, Inc. | 23,508 | $641.5K | 0.08% | −692−2.9% | Reduced |
| CAPROCK Group, Inc. | 24,355 | $639.8K | 0.01% | −15,994−39.6% | Reduced |
| HighTower Advisors, LLC | 23,180 | $608.9K | 0.00% | +1,888+8.9% | Added |
| Inceptionr LLC | 22,953 | $603.0K | 0.17% | +1,442+6.7% | Added |
| Polymer Capital Management (US) LLC | 22,882 | $601.1K | 0.08% | +22,882 | New |
| Vinva Investment Management Ltd | 15,136 | $597.7K | 0.01% | −15,864−51.2% | Reduced |
| Louisiana State Employees Retirement System | 22,700 | $596.3K | 0.01% | −700−3.0% | Reduced |
| Groupama Asset Managment | 22,622 | $594.3K | 0.01% | −2,346−9.4% | Reduced |
| Wedmont Private Capital | 21,236 | $588.0K | 0.02% | +456+2.2% | Added |
| Tower Research Capital LLC (TRC) | 22,186 | $582.8K | 0.01% | +6,179+38.6% | Added |
| Fifth Third Bancorp | 22,004 | $578.0K | 0.00% | −866−3.8% | Reduced |
| Novare Capital Management LLC | 22,000 | $577.9K | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21,757 | $571.6K | 0.00% | +777+3.7% | Added |
| Evergreen Capital Management LLC | 21,732 | $570.9K | 0.01% | +21,732 | New |
| Sterling Capital Management LLC | 21,576 | $566.8K | 0.01% | −925−4.1% | Reduced |
| Elo Mutual Pension Insurance Co | 21,530 | $565.6K | 0.01% | −28,793−57.2% | Reduced |
| Evolve Private Wealth, LLC | 21,460 | $563.8K | 0.03% | +21,460 | New |
| Apollon Wealth Management, LLC | 21,446 | $563.4K | 0.01% | +2,886+15.5% | Added |
| OpenArc Corporate Advisory, LLC | 21,404 | $562.3K | 0.01% | +21,404 | New |
| iA Global Asset Management Inc. | 21,010 | $552.0K | 0.01% | +21,010 | New |
| Allspring Global Investments Holdings, LLC | 20,371 | $548.8K | 0.00% | −264−1.3% | Reduced |
| Syon Capital LLC | 20,749 | $545.1K | 0.03% | +1,884+10.0% | Added |
| New Mexico Educational Retirement Board | 20,714 | $544.0K | 0.02% | +500+2.5% | Added |
| USA Financial Portformulas Corp | 20,665 | $542.9K | 0.10% | +20,665 | New |
| Arvest Investments, Inc. | 20,588 | $540.8K | 0.08% | −1,385−6.3% | Reduced |
| ING Groep NV | 20,544 | $539.7K | 0.00% | −341−1.6% | Reduced |
| Pavaki Capital Management LLC | 20,000 | $525.4K | 0.37% | +20,000 | New |
| Inscription Capital, LLC | 19,851 | $521.5K | 0.05% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 19,628 | $515.6K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 19,410 | $509.9K | 0.18% | +19,410 | New |
| Kendall Capital Management | 19,325 | $507.7K | 0.11% | −250−1.3% | Reduced |
| Utah Retirement Systems | 19,237 | $505.4K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 19,145 | $502.9K | 0.01% | +60.0% | Added |
| Sanctuary Advisors, LLC | 19,057 | $500.6K | 0.00% | +1,467+8.3% | Added |
| Hudson Bay Capital Management LP | 18,710 | $491.5K | 0.00% | +18,710 | New |
| M&T Bank Corp | 18,460 | $484.9K | 0.00% | +8,491+85.2% | Added |
| HB Wealth Management, LLC | 18,375 | $482.7K | 0.00% | +3,181+20.9% | Added |
| MUFG Securities EMEA plc | 18,303 | $480.8K | 0.01% | +9,767+114.4% | Added |
| Park Avenue Securities LLC | 17,949 | $472.0K | 0.00% | −1,210−6.3% | Reduced |
| Evoke Wealth, LLC | 17,660 | $463.9K | 0.01% | +651+3.8% | Added |
| Virginia Retirement Systems Et Al | 17,650 | $463.7K | 0.00% | +4,350+32.7% | Added |
| EP Wealth Advisors, LLC | 17,531 | $460.5K | 0.00% | +17,531 | New |
| Edmond de Rothschild Holding S.A. | 17,500 | $459.7K | 0.01% | +17,500 | New |
| Nomura Asset Management Co Ltd | 17,450 | $458.4K | 0.00% | +1,658+10.5% | Added |
| Keybank National Association | 17,164 | $450.9K | 0.00% | +17,164 | New |
| CX Institutional | 17,049 | $448.0K | 0.01% | +497+3.0% | Added |
| State of Wyoming | 16,875 | $443.3K | 0.05% | −1,558−8.5% | Reduced |
| Quarry LP | 16,837 | $442.3K | 0.07% | +14,362+580.3% | Added |
| Fieldview Capital Management, LLC | 16,820 | $441.9K | 0.08% | +16,820 | New |
| Warren Averett Asset Management, LLC | 16,701 | $438.7K | 0.00% | +5,536+49.6% | Added |
| Ibex Wealth Advisors | 16,638 | $437.1K | 0.04% | +16,638 | New |
| Farringdon Capital, Ltd. | 16,564 | $435.1K | 0.11% | +16,564 | New |
| Tennessee Valley Asset Management Partners | 16,521 | $434.0K | 0.06% | −10,394−38.6% | Reduced |
| Independent Advisor Alliance | 16,448 | $432.1K | 0.01% | +65+0.4% | Added |
| Natixis | 16,413 | $431.2K | 0.00% | −243,525−93.7% | Reduced |
| NBC Securities, Inc. | 16,267 | $427.3K | 0.03% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 15,982 | $419.8K | 0.02% | +859+5.7% | Added |
| MAI Capital Management | 15,979 | $419.8K | 0.00% | −2,006−11.2% | Reduced |
| XTX Topco Ltd | 15,901 | $417.7K | 0.01% | +15,901 | New |
| Glenmede Trust Co NA | 15,807 | $415.2K | 0.00% | +15,807 | New |
| DGS Capital Management, LLC | 15,601 | $409.8K | 0.07% | +191+1.2% | Added |
| Sagewood Asset Management LP | 15,457 | $406.1K | 0.14% | +15,457 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $403.7K | 0.00% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 15,175 | $398.6K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 13,924 | $395.5K | 0.01% | +2,274+19.5% | Added |
| Dynamic Technology Lab Private Ltd | 14,945 | $393.0K | 0.09% | +14,945 | New |
| Global Financial Private Client, LLC | 14,937 | $392.4K | 0.14% | +14,937 | New |
| Prospera Financial Services Inc | 14,911 | $392.0K | 0.01% | −2,121−12.5% | Reduced |
| Generali Asset Management SPA SGR | 14,609 | $383.8K | 0.01% | +813+5.9% | Added |
| Paragon Capital Management Ltd | 14,565 | $382.6K | 0.08% | +123+0.9% | Added |
| Transcend Wealth Collective, LLC | 14,442 | $379.4K | 0.03% | +1,304+9.9% | Added |
| EverSource Wealth Advisors, LLC | 14,389 | $378.0K | 0.01% | +807+5.9% | Added |
| Holcombe Financial, Inc. | 14,080 | $369.9K | 0.23% | 00.0% | Unchanged |
| Investors Research Corp | 13,600 | $357.3K | 0.07% | −17,712−56.6% | Reduced |
| Waddell & Associates, LLC | 13,600 | $357.3K | 0.02% | +1,057+8.4% | Added |
| Nomura Holdings Inc | 13,586 | $356.9K | 0.00% | −572,121−97.7% | Reduced |
| Brand Asset Management Group, Inc. | 13,487 | $354.3K | 0.10% | +2,925+27.7% | Added |
| Quadrant Capital Group LLC | 13,480 | $354.1K | 0.01% | +1,502+12.5% | Added |
| Everence Capital Management Inc | 13,310 | $350.0K | 0.02% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 13,305 | $349.5K | 0.12% | +2,542+23.6% | Added |
| Vise Technologies, Inc. | 13,182 | $346.3K | 0.01% | +425+3.3% | Added |
| Element Wealth, LLC | 13,048 | $342.8K | 0.14% | +9+0.1% | Added |
| Boothbay Fund Management, LLC | 12,957 | $340.4K | 0.01% | +12,957 | New |
| Jackson Thornton Asset Management, LLC | 11,964 | $338.0K | 0.03% | +2,366+24.7% | Added |
| Atomi Financial Group, Inc. | 12,838 | $337.2K | 0.01% | +2,947+29.8% | Added |
| Gotham Asset Management, LLC | 12,828 | $337.0K | 0.00% | +61+0.5% | Added |
| LGT Group Foundation | 12,725 | $336.7K | 0.00% | −1,910−13.1% | Reduced |
| US Bancorp | 12,798 | $336.2K | 0.00% | −81−0.6% | Reduced |
| Coldstream Capital Management Inc | 12,458 | $327.3K | 0.00% | +573+4.8% | Added |
| North Dakota State Investment Board | 12,405 | $325.9K | 0.01% | +12,405 | New |
| Greenleaf Trust | 12,373 | $325.0K | 0.00% | −23−0.2% | Reduced |
| RSM US Wealth Management LLC | 12,247 | $324.1K | 0.00% | +12,247 | New |
| Mather Group, LLC. | 12,309 | $323.3K | 0.00% | +1,753+16.6% | Added |
| Johnson Investment Counsel Inc | 12,144 | $319.0K | 0.00% | +12,144 | New |
| Securian Asset Management, Inc | 12,102 | $317.9K | 0.01% | −9,435−43.8% | Reduced |
| Bleakley Financial Group, LLC | 12,078 | $317.3K | 0.01% | +12,078 | New |
| RMB Capital Management, LLC | 12,041 | $316.3K | 0.01% | +12,041 | New |
| Ewa, LLC | 12,038 | $316.2K | 0.08% | +12,038 | New |