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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 1,702 | $44.7K | 0.00% | +374+28.2% | Added |
| Los Angeles Capital Management LLC | 1,886 | $44.3K | 0.00% | −33,454−94.7% | Reduced |
| Torren Management, LLC | 1,656 | $43.5K | 0.02% | +1,656 | New |
| HHM Wealth Advisors, LLC | 1,650 | $43.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,647 | $43.3K | 0.00% | +43+2.7% | Added |
| Garton & Associates Financial Advisors LLC | 1,332 | $42.1K | 0.02% | +1,332 | New |
| Larson Financial Group LLC | 1,546 | $40.6K | 0.00% | +80+5.5% | Added |
| Deseret Mutual Benefit Administrators | 1,536 | $40.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,478 | $39.0K | 0.02% | −4,938−77.0% | Reduced |
| Crews Bank & Trust | 1,325 | $34.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,313 | $34.5K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 1,305 | $34.3K | 0.02% | +77+6.3% | Added |
| Sentry Investment Management LLC | 1,236 | $32.0K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 1,210 | $31.8K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,168 | $30.7K | 0.00% | +1,168 | New |
| CNB Bank | 1,153 | $30.3K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,103 | $29.2K | 0.00% | +130+13.4% | Added |
| Clear Street Markets LLC | 1,062 | $27.9K | 0.00% | −7,706−87.9% | Reduced |
| TD Waterhouse Canada Inc. | 1,000 | $26.3K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 1,000 | $26.3K | 0.00% | +1,000 | New |
| Rosenberg Matthew Hamilton | 950 | $25.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 934 | $24.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 894 | $23.0K | 0.00% | +169+23.3% | Added |
| Private Trust Co NA | 841 | $22.1K | 0.00% | +74+9.6% | Added |
| Parkside Financial Bank & Trust | 825 | $21.7K | 0.00% | −1,313−61.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 799 | $21.0K | 0.00% | +799 | New |
| HM Payson & Co | 790 | $20.8K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 785 | $20.6K | 0.01% | +785 | New |
| Elyxium Wealth, LLC | 784 | $20.6K | 0.01% | +784 | New |
| Activest Wealth Management | 764 | $20.1K | 0.00% | +437+133.6% | Added |
| Atlantic Trust, LLC | 732 | $19.2K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 710 | $18.7K | 0.02% | −900−55.9% | Reduced |
| Ronald Blue Trust, Inc. | 686 | $18.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 670 | $17.6K | 0.00% | +271+67.9% | Added |
| Salomon & Ludwin, LLC | 625 | $17.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 655 | $17.2K | 0.00% | +450+219.5% | Added |
| Ancora Advisors, LLC | 646 | $17.0K | 0.00% | +646 | New |
| Sofos Investments, Inc. | 739 | $16.6K | 0.00% | +53+7.7% | Added |
| TD Capital Management LLC | 625 | $16.4K | 0.00% | +625 | New |
| Cromwell Holdings LLC | 624 | $16.4K | 0.01% | 00.0% | Unchanged |
| DV Equities, LLC | 624 | $16.4K | 0.00% | +624 | New |
| CoreCap Advisors, LLC | 603 | $15.8K | 0.00% | +584+3,073.7% | Added |
| Addison Advisors LLC | 565 | $14.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 563 | $14.8K | 0.00% | +510+962.3% | Added |
| Caitlin John, LLC | 553 | $14.5K | 0.01% | +500+943.4% | Added |
| First Horizon Corp | 529 | $13.9K | 0.00% | +276+109.1% | Added |
| Steward Partners Investment Advisory, LLC | 502 | $13.2K | 0.00% | −133−20.9% | Reduced |
| Avion Wealth | 500 | $13.0K | 0.00% | −36−6.7% | Reduced |
| Dogwood Wealth Management LLC | 493 | $13.0K | 0.01% | +4+0.8% | Added |
| Leonteq Securities AG | 486 | $12.8K | 0.00% | +435+852.9% | Added |
| Cape Investment Advisory, Inc. | 478 | $12.6K | 0.00% | +83+21.0% | Added |
| Ogorek Anthony Joseph | 469 | $12.0K | 0.00% | −172−26.8% | Reduced |
| Red Tortoise LLC | 446 | $11.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 411 | $10.8K | 0.00% | +163+65.7% | Added |
| Central Trust Co | 383 | $10.1K | 0.00% | +260+211.4% | Added |
| Basecamp Wealth Advisors LLC | 320 | $8.41K | 0.00% | +320 | New |
| Guinness Atkinson Asset Management Inc | 308 | $8.27K | 0.00% | +308 | New |
| Fortitude Family Office, LLC | 312 | $8.20K | 0.00% | +29+10.2% | Added |
| Spire Wealth Management | 281 | $7.38K | 0.00% | +220+360.7% | Added |
| WPG Advisers, LLC | 278 | $7.30K | 0.01% | −135−32.7% | Reduced |
| Manning & Napier Advisors LLC | 263 | $6.96K | 0.00% | +263 | New |
| Strategic Advocates LLC | 259 | $6.85K | 0.00% | +114+78.6% | Added |
| Princeton Global Asset Management LLC | 258 | $6.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $6.49K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 244 | $6.41K | 0.00% | −23−8.6% | Reduced |
| WealthCollab, LLC | 235 | $6.17K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 228 | $5.99K | 0.00% | +228 | New |
| ORG Partners LLC | 225 | $5.91K | 0.00% | +19+9.2% | Added |
| Stone House Investment Management, LLC | 223 | $5.86K | 0.00% | +11+5.2% | Added |
| SHP Wealth Management | 210 | $5.52K | 0.00% | +210 | New |
| Bartlett & Co. Wealth Management LLC | 209 | $5.49K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 203 | $5.33K | 0.00% | +203 | New |
| ZRC Wealth Management, LLC | 195 | $5.12K | 0.00% | +91+87.5% | Added |
| Kilter Group LLC | 176 | $4.62K | 0.00% | +123+232.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 171 | $4.49K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 162 | $4.26K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 161 | $4.23K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 139 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 143 | $3.94K | 0.00% | +40+38.8% | Added |
| Colonial Trust Co | 149 | $3.91K | 0.00% | −3−2.0% | Reduced |
| Westfuller Advisors, LLC | 137 | $3.60K | 0.00% | +137 | New |
| Transamerica Financial Advisors, Inc. | 129 | $3.39K | 0.00% | +60+87.0% | Added |
| SIMA Wealth Partners, LLC | 125 | $3.28K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 125 | $3.28K | 0.00% | +10+8.7% | Added |
| Prestige Wealth Management Group LLC | 118 | $3.10K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 118 | $3.10K | 0.00% | +118 | New |
| TFC Financial Management | 117 | $3.07K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 110 | $2.89K | 0.00% | +110 | New |
| BFSG, LLC | 100 | $2.63K | 0.00% | +100 | New |
| DiNuzzo Private Wealth, Inc. | 97 | $2.55K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 96 | $2.52K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 91 | $2.39K | 0.00% | +11+13.8% | Added |
| UMA Financial Services, Inc. | 90 | $2.37K | 0.00% | +38+73.1% | Added |
| Quest 10 Wealth Builders, Inc. | 89 | $2.33K | 0.00% | −1−1.1% | Reduced |
| 1620 Investment Advisors, Inc. | 80 | $2.10K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 66 | $1.73K | 0.00% | +66 | New |
| Rossby Financial, LCC | 61 | $1.60K | 0.00% | +35+134.6% | Added |
| Clark Wealth Partners | 58 | $1.52K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 55 | $1.45K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 54 | $1.42K | 0.00% | +14+35.0% | Added |