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; 670 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, Q1 2026
Institutional positions in Invesco Ltd. as of Mar 31, 2026. 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
- 638
- +19 vs. Q4 2025
- Shares held
- 419.0M
- +64.8M (+18.3%) vs. Q4 2025
- Total value
- $10.2B
- +$871.4M (+9.4%) vs. Q4 2025
- New holders
- 92
- 270 more added
- Sold out
- 73
- 194 more reduced
10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 670 | $11.2B |
| Q1 2026 | 638 | $10.2B |
| Q4 2025 | 629 | $10.8B |
| Q3 2025 | 565 | $8.98B |
| Q2 2025 | 521 | $6.50B |
| Q1 2025 | 518 | $6.17B |
| Q4 2024 | 525 | $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 | 514 | $5.14B |
| Q4 2022 | 509 | $5.71B |
| Q3 2022 | 505 | $4.42B |
| Q2 2022 | 521 | $4.85B |
| Q1 2022 | 526 | $7.16B |
| Q4 2021 | 567 | $7.14B |
| Q3 2021 | 557 | $7.23B |
| Q2 2021 | 561 | $7.78B |
| Q1 2021 | 535 | $7.39B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $1.98B | 91.14% | 00.0% | Unchanged |
| BlackRock, Inc. | 38,747,821 | $941.2M | 0.02% | −208,807−0.5% | Reduced |
| Vanguard Capital Management LLC | 27,965,063 | $679.3M | 0.02% | +27,965,063 | New |
| Millennium Management LLC | 21,648,675 | $525.8M | 0.39% | +7,765,889+55.9% | Added |
| Dimensional Fund Advisors LP | 21,361,119 | $518.8M | 0.11% | +596,434+2.9% | Added |
| Vanguard Portfolio Management LLC | 19,262,823 | $467.9M | 0.02% | +19,262,823 | New |
| State Street Corp | 16,705,078 | $405.8M | 0.01% | −4,836,304−22.5% | Reduced |
| Geode Capital Management, LLC | 12,841,194 | $311.4M | 0.02% | +1,916,054+17.5% | Added |
| AQR Capital Management LLC | 12,524,431 | $299.6M | 0.14% | +3,641,568+41.0% | Added |
| Price T Rowe Associates Inc | 12,117,718 | $294.3M | 0.03% | +5,388,325+80.1% | Added |
| Invesco Ltd. | 10,558,025 | $256.5M | 0.03% | +1,787,904+20.4% | Added |
| Goldman Sachs Group Inc | 10,543,893 | $256.1M | 0.03% | +4,118,924+64.1% | Added |
| Morgan Stanley | 7,969,702 | $193.6M | 0.01% | +630,926+8.6% | Added |
| Northern Trust Corp | 6,006,801 | $145.9M | 0.02% | −1,0320.0% | Reduced |
| Alliancebernstein L.P. | 4,815,122 | $126.5M | 0.04% | +7,029+0.1% | Added |
| Charles Schwab Investment Management Inc | 4,446,841 | $108.0M | 0.02% | +70,242+1.6% | Added |
| Nomura Asset Management International Inc. | 3,523,492 | $85.6M | 0.15% | +372,534+11.8% | Added |
| Bank of New York Mellon Corp | 3,431,694 | $83.4M | 0.02% | +182,060+5.6% | Added |
| Macquarie Group Ltd | 3,335,304 | $81.0M | 0.48% | +356,046+12.0% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 2,970,944 | $72.2M | 1.87% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,970,869 | $72.2M | 0.06% | +1,952,472+191.7% | Added |
| UBS Group AG | 2,880,261 | $70.0M | 0.01% | +38,431+1.4% | Added |
| Bank of America Corp | 2,654,290 | $64.5M | 0.00% | +595,797+28.9% | Added |
| Qube Research & Technologies Ltd | 2,585,048 | $62.8M | 0.09% | +1,120,221+76.5% | Added |
| Vanguard Fiduciary Trust Co | 2,468,123 | $60.0M | 0.02% | +2,468,123 | New |
| Barclays PLC | 2,396,056 | $58.2M | 0.02% | +1,189,253+98.5% | Added |
| Los Angeles Capital Management LLC | 2,095,572 | $50.9M | 0.20% | +2,093,686+111,012.0% | Added |
| Deutsche Bank AG | 1,987,429 | $48.3M | 0.02% | −647,437−24.6% | Reduced |
| Nuveen, LLC | 1,950,118 | $47.4M | 0.01% | −9,696−0.5% | Reduced |
| First Trust Advisors LP | 1,824,137 | $44.3M | 0.03% | −154,580−7.8% | Reduced |
| Ameriprise Financial Inc | 1,797,384 | $43.7M | 0.01% | −223,438−11.1% | Reduced |
| Citigroup Inc | 1,699,438 | $41.3M | 0.03% | +336,462+24.7% | Added |
| Point72 Asset Management, L.P. | 1,603,062 | $38.9M | 0.07% | −260,502−14.0% | Reduced |
| Quantinno Capital Management LP | 1,574,728 | $38.3M | 0.06% | +306,213+24.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,515,077 | $35.8M | 0.08% | −406,081−21.1% | Reduced |
| SEI Investments Co | 1,396,191 | $35.7M | 0.03% | +231,926+19.9% | Added |
| Fisher Asset Management, LLC | 1,461,487 | $35.5M | 0.01% | −4,047,257−73.5% | Reduced |
| JPMorgan Chase & Co | 1,479,666 | $34.5M | 0.00% | +355,836+31.7% | Added |
| Arrowstreet Capital, Limited Partnership | 1,287,348 | $31.3M | 0.02% | −159,346−11.0% | Reduced |
| Wedge Capital Management L L P | 1,236,013 | $30.0M | 0.55% | −29,852−2.4% | Reduced |
| Raymond James Financial Inc | 1,223,526 | $29.7M | 0.01% | +206,187+20.3% | Added |
| Basswood Capital Management, L.L.C. | 1,204,285 | $29.3M | 1.49% | +87,133+7.8% | Added |
| Letko, Brosseau & Associates Inc | 1,198,263 | $29.1M | 0.47% | −377,200−23.9% | Reduced |
| Allianz Asset Management GmbH | 1,181,971 | $28.7M | 0.03% | −200,206−14.5% | Reduced |
| Alyeska Investment Group, L.P. | 1,167,558 | $28.4M | 0.08% | +1,167,558 | New |
| Delta Global Management LP | 1,122,257 | $27.3M | 2.23% | −214,339−16.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,091,049 | $26.5M | 0.02% | −334,479−23.5% | Reduced |
| Amundi | 1,042,100 | $25.3M | 0.01% | −972,700−48.3% | Reduced |
| UBS Asset Management Americas Inc | 1,005,401 | $24.4M | 0.01% | +58,971+6.2% | Added |
| Vanguard Global Advisers, LLC | 971,950 | $23.6M | 0.01% | +971,950 | New |
| Teachers Retirement System of the State of Kentucky | 960,441 | $23.3M | 0.18% | +925,300+2,633.1% | Added |
| Todd Asset Management LLC | 926,713 | $22.5M | 0.44% | +926,713 | New |
| Engineers Gate Manager LP | 921,326 | $22.4M | 0.28% | −140,315−13.2% | Reduced |
| Ieq Capital, LLC | 914,384 | $22.2M | 0.10% | −1,459−0.2% | Reduced |
| Voloridge Investment Management, LLC | 906,701 | $22.0M | 0.09% | +906,701 | New |
| Squarepoint Ops LLC | 827,522 | $20.1M | 0.04% | +301,969+57.5% | Added |
| Principal Financial Group Inc | 824,547 | $20.0M | 0.01% | +43,322+5.5% | Added |
| Franklin Resources Inc | 820,429 | $19.9M | 0.00% | +147,400+21.9% | Added |
| Bank of Montreal | 806,117 | $19.6M | 0.01% | +498,798+162.3% | Added |
| Rhumbline Advisers | 745,686 | $18.1M | 0.02% | −26,574−3.4% | Reduced |
| Swiss National Bank | 703,500 | $17.1M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 702,134 | $17.1M | 0.02% | −3,111−0.4% | Reduced |
| California Public Employees Retirement System | 698,485 | $17.0M | 0.01% | +12,802+1.9% | Added |
| Legal & General Group Plc | 683,451 | $16.6M | 0.00% | −45,445−6.2% | Reduced |
| HSBC Holdings PLC | 674,037 | $16.4M | 0.01% | +242,949+56.4% | Added |
| Royal Bank of Canada | 661,711 | $16.1M | 0.00% | −68,891−9.4% | Reduced |
| Credit Agricole S A | 649,332 | $15.8M | 0.05% | +21,611+3.4% | Added |
| FMR LLC | 578,781 | $14.1M | 0.00% | −141,393−19.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 575,286 | $14.0M | 0.21% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 538,767 | $13.1M | 0.01% | +40,497+8.1% | Added |
| Wealthcare Capital Management LLC | 465,545 | $11.3M | 1.13% | −33,000−6.6% | Reduced |
| Endure Capital Management, LLC | 461,606 | $11.2M | 7.79% | +461,606 | New |
| Canada Pension Plan Investment Board | 460,800 | $11.2M | 0.01% | +15,700+3.5% | Added |
| Governors Lane LP | 427,500 | $10.4M | 1.30% | +96,571+29.2% | Added |
| California State Teachers Retirement System | 417,476 | $10.1M | 0.01% | +79,273+23.4% | Added |
| Thrivent Financial for Lutherans | 395,960 | $9.62M | 0.02% | −52,208−11.6% | Reduced |
| Two Sigma Investments, LP | 387,145 | $9.40M | 0.01% | +225,034+138.8% | Added |
| Wells Fargo & Company | 380,905 | $9.25M | 0.00% | +232,676+157.0% | Added |
| State Board of Administration of Florida Retirement System | 369,686 | $8.98M | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 367,376 | $8.92M | 0.01% | +66,686+22.2% | Added |
| Adage Capital Partners GP, L.L.C. | 356,169 | $8.65M | 0.01% | −5,700−1.6% | Reduced |
| New York State Teachers Retirement System | 356,158 | $8.65M | 0.02% | −43,009−10.8% | Reduced |
| ExodusPoint Capital Management, LP | 343,851 | $8.35M | 0.08% | +343,851 | New |
| Capital Fund Management S.A. | 339,966 | $8.26M | 0.07% | +207,512+156.7% | Added |
| Live Oak Private Wealth LLC | 338,777 | $8.23M | 1.15% | −8,000−2.3% | Reduced |
| Vanguard Asset Management, Ltd | 328,387 | $7.98M | 0.01% | +328,387 | New |
| Cambridge Financial Group, Inc. | 323,845 | $7.87M | 2.94% | +9,220+2.9% | Added |
| Schonfeld Strategic Advisors LLC | 317,414 | $7.71M | 0.06% | +153,134+93.2% | Added |
| Citadel Advisors LLC | 308,512 | $7.49M | 0.01% | −553,798−64.2% | Reduced |
| CWM, LLC | 296,702 | $7.21M | 0.02% | +61,370+26.1% | Added |
| Russell Investments Group, Ltd. | 295,971 | $7.19M | 0.01% | +103,378+53.7% | Added |
| Manufacturers Life Insurance Company, The | 285,884 | $6.94M | 0.01% | −14,689−4.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 282,691 | $6.87M | 0.13% | +33,079+13.3% | Added |
| Algert Global LLC | 276,597 | $6.72M | 0.10% | −171,210−38.2% | Reduced |
| Ibex Wealth Advisors | 271,581 | $6.60M | 0.61% | +254,943+1,532.3% | Added |
| Holocene Advisors, LP | 271,480 | $6.59M | 0.02% | −2,196,459−89.0% | Reduced |
| Vontobel Holding Ltd. | 260,742 | $6.33M | 0.02% | +107,500+70.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 259,797 | $6.31M | 0.01% | +259,797 | New |
| Wesleyan Assurance Society | 258,136 | $6.27M | 0.37% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 256,836 | $6.24M | 0.01% | +1,542+0.6% | Added |