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 |
|---|---|---|---|---|---|
| MUFG Securities Americas Inc. | 11,991 | $315.0K | 0.02% | −35−0.3% | Reduced |
| Anb Bank | 11,949 | $313.9K | 0.12% | −214−1.8% | Reduced |
| Independent Financial Group, LLC | 11,852 | $311.4K | 0.01% | −3,757−24.1% | Reduced |
| Keynote Financial Services LLC | 11,744 | $308.5K | 0.17% | 00.0% | Unchanged |
| United Community Bank | 11,703 | $307.4K | 0.12% | +50.0% | Added |
| Carrera Capital Advisors | 11,467 | $301.2K | 0.05% | +408+3.7% | Added |
| KBC Group NV | 11,414 | $300.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 11,381 | $299.0K | 0.01% | +11,381 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,361 | $298.5K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 11,300 | $296.9K | 0.14% | +1,982+21.3% | Added |
| United Capital Financial Advisers, LLC | 11,275 | $296.2K | 0.00% | +2,145+23.5% | Added |
| Adams Wealth Management | 11,243 | $295.4K | 0.06% | −1,558−12.2% | Reduced |
| CacheTech Inc. | 11,243 | $295.4K | 0.05% | −1,558−12.2% | Reduced |
| Cornerstone Wealth Management, LLC | 11,200 | $294.2K | 0.02% | +500+4.7% | Added |
| Stonebridge Capital Advisors LLC | 11,125 | $292.3K | 0.02% | −700−5.9% | Reduced |
| Sivia Capital Partners, LLC | 11,073 | $290.9K | 0.06% | +136+1.2% | Added |
| Acadian Asset Management LLC | 10,831 | $284.0K | 0.00% | +10,831 | New |
| Stratos Wealth Partners, LTD. | 10,795 | $283.6K | 0.00% | −836−7.2% | Reduced |
| DRW Securities, LLC | 10,755 | $282.5K | 0.02% | −12,901−54.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 10,659 | $280.0K | 0.05% | −2,382−18.3% | Reduced |
| V-Square Quantitative Management LLC | 10,561 | $277.4K | 0.03% | −6,573−38.4% | Reduced |
| Panagora Asset Management Inc | 10,322 | $271.2K | 0.00% | −36−0.3% | Reduced |
| Signaturefd, LLC | 10,318 | $271.0K | 0.00% | −939−8.3% | Reduced |
| Brinker Capital Investments, LLC | 10,129 | $266.1K | 0.00% | +10,129 | New |
| Versant Capital Management, Inc | 9,973 | $262.0K | 0.03% | +624+6.7% | Added |
| Baker Avenue Asset Management, LP | 9,615 | $252.6K | 0.01% | −67−0.7% | Reduced |
| Commerce Bank | 9,606 | $252.3K | 0.00% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 9,601 | $252.2K | 0.04% | +9,601 | New |
| GTS Securities LLC | 9,598 | $252.1K | 0.01% | +9,598 | New |
| Metis Global Partners, LLC | 9,578 | $251.6K | 0.01% | −883−8.4% | Reduced |
| Skopos Labs, Inc. | 9,365 | $251.3K | 0.01% | +9,365 | New |
| Envestnet Portfolio Solutions, Inc. | 9,491 | $249.3K | 0.00% | −8,256−46.5% | Reduced |
| waypoint wealth counsel | 9,484 | $249.1K | 0.09% | +616+6.9% | Added |
| Ritholtz Wealth Management | 9,419 | $247.4K | 0.00% | +644+7.3% | Added |
| Parallax Volatility Advisers, L.P. | 9,342 | $245.4K | 0.01% | +355+4.0% | Added |
| AlphaGrep UK Ltd | 9,234 | $242.6K | 0.08% | +9,234 | New |
| Perigon Wealth Management, LLC | 9,228 | $242.4K | 0.00% | +297+3.3% | Added |
| Norden Group LLC | 9,209 | $241.9K | 0.02% | +9,209 | New |
| Patton Fund Management, Inc. | 9,047 | $237.7K | 0.03% | −6,068−40.1% | Reduced |
| Aaron Wealth Advisors | 9,032 | $237.3K | 0.01% | −5,163−36.4% | Reduced |
| SRS Capital Advisors, Inc. | 8,958 | $236.4K | 0.01% | −254,946−96.6% | Reduced |
| AlphaStar Capital Management, LLC | 8,918 | $234.3K | 0.02% | +8,918 | New |
| STRS Ohio | 8,717 | $229.0K | 0.00% | +15+0.2% | Added |
| Manske Wealth Management | 8,716 | $229.0K | 0.07% | +8,716 | New |
| Symmetry Partners, LLC | 8,713 | $228.9K | 0.01% | −202−2.3% | Reduced |
| Altar Rock LLC | 8,679 | $228.0K | 0.27% | +8,679 | New |
| Dorsey & Whitney Trust CO LLC | 8,603 | $226.0K | 0.01% | +8,603 | New |
| Camden Capital, LLC | 8,583 | $225.5K | 0.01% | +8,583 | New |
| Toroso Investments, LLC | 8,525 | $224.0K | 0.00% | +8,525 | New |
| Laird Norton Trust Company, LLC | 8,463 | $222.3K | 0.00% | +8,463 | New |
| Unique Wealth Strategies, LLC | 8,335 | $219.0K | 0.09% | +8,335 | New |
| Keel Point, LLC | 8,300 | $218.0K | 0.01% | +8,300 | New |
| Savvy Advisors, Inc. | 8,278 | $217.5K | 0.01% | +8,278 | New |
| Cornerstone Select Advisors, LLC | 8,246 | $216.6K | 0.15% | +8,246 | New |
| Journey Strategic Wealth LLC | 8,201 | $215.4K | 0.01% | +8,201 | New |
| Avantax Planning Partners, Inc. | 8,187 | $215.1K | 0.01% | +8,187 | New |
| AlphaCore Capital LLC | 8,041 | $211.2K | 0.00% | +8,041 | New |
| Parcion Private Wealth LLC | 7,884 | $207.1K | 0.01% | +7,884 | New |
| GWM Advisors LLC | 7,852 | $206.3K | 0.00% | +7,744+7,170.4% | Added |
| SBI Securities Co., Ltd. | 7,746 | $203.5K | 0.01% | −359−4.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 7,714 | $202.6K | 0.09% | +2,223+40.5% | Added |
| Louisbourg Investments Inc. | 7,475 | $196.4K | 0.04% | +7,475 | New |
| Harbour Investments, Inc. | 7,241 | $190.2K | 0.00% | −260−3.5% | Reduced |
| AlphaCentric Advisors LLC | 6,966 | $183.0K | 0.18% | +6,966 | New |
| Global Retirement Partners, LLC | 6,225 | $163.5K | 0.00% | +6,064+3,766.5% | Added |
| Resona Asset Management Co.,Ltd. | 5,683 | $152.5K | 0.00% | +829+17.1% | Added |
| DekaBank Deutsche Girozentrale | 9,528 | $151.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 5,400 | $141.9K | 0.00% | +2,400+80.0% | Added |
| MCF Advisors LLC | 4,808 | $126.3K | 0.01% | −1,281−21.0% | Reduced |
| Zions Bancorporation, National Association | 4,636 | $121.8K | 0.01% | +560+13.7% | Added |
| Parallel Advisors, LLC | 4,389 | $115.3K | 0.00% | +1,358+44.8% | Added |
| Rockefeller Capital Management L.P. | 4,361 | $114.6K | 0.00% | +992+29.4% | Added |
| Bessemer Group Inc | 4,267 | $112.0K | 0.00% | −3,703−46.5% | Reduced |
| Ameritas Investment Partners, Inc. | 4,224 | $111.0K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 4,066 | $106.8K | 0.00% | +4,066 | New |
| Wealth Enhancement Trust Services, Inc. | 4,029 | $105.8K | 0.01% | +4,029 | New |
| Proffitt & Goodson Inc | 3,666 | $96.3K | 0.01% | −500−12.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,630 | $95.4K | 0.02% | +3,630 | New |
| SageView Advisory Group, LLC | 3,554 | $93.4K | 0.00% | +3,554 | New |
| Evelyn Partners Investment Management LLP | 3,470 | $91.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,470 | $91.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,272 | $86.0K | 0.00% | +1,262+62.8% | Added |
| Brown Brothers Harriman & Co | 3,186 | $83.7K | 0.00% | +1,140+55.7% | Added |
| TD Private Client Wealth LLC | 3,170 | $83.3K | 0.00% | −998−23.9% | Reduced |
| Strategic Investment Solutions, Inc. | 3,005 | $78.9K | 0.02% | +3,005 | New |
| Intact Investment Management Inc. | 3,000 | $78.8K | 0.00% | +3,000 | New |
| CFG Wealth Management Services, Inc. | 3,000 | $78.8K | 0.07% | +3,000 | New |
| Van Eck Associates Corp | 2,774 | $73.0K | 0.00% | −524−15.9% | Reduced |
| Umb Bank N A | 2,737 | $71.9K | 0.00% | +114+4.3% | Added |
| Silvant Capital Management LLC | 2,649 | $69.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2,280 | $59.9K | 0.02% | +210+10.1% | Added |
| Huntington National Bank | 2,208 | $58.0K | 0.00% | −35−1.6% | Reduced |
| Truvestments Capital LLC | 2,105 | $55.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,038 | $53.5K | 0.01% | +2,038 | New |
| Capital Analysts, LLC | 2,034 | $53.0K | 0.00% | −311−13.3% | Reduced |
| Federated Hermes, Inc. | 1,899 | $49.9K | 0.00% | −7−0.4% | Reduced |
| Manchester Capital Management LLC | 1,868 | $49.1K | 0.01% | −12−0.6% | Reduced |
| Clearstead Advisors, LLC | 1,855 | $48.7K | 0.00% | −533−22.3% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,787 | $46.9K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,755 | $46.1K | 0.01% | +1,755 | New |