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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.

Q1 2026 vs. Q4 2025

How the institutions holding Invesco Ltd. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of IVZ: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders63110639+18
Shares411.5M57.3M419.0M+64.8M (+18.3%)
Value$10.8B$1.51B$10.2B+$871.6M (+9.4%)

10 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (92)

Institutions that held Invesco Ltd. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to IVZ in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC27,965,063$679.3M0.02%
Vanguard Portfolio Management LLC19,262,823$467.9M0.02%
Vanguard Fiduciary Trust Co2,468,123$60.0M0.02%
Alyeska Investment Group, L.P.1,167,558$28.4M0.08%
Vanguard Global Advisers, LLC971,950$23.6M0.01%
Todd Asset Management LLC926,713$22.5M0.44%
Voloridge Investment Management, LLC906,701$22.0M0.09%
Endure Capital Management, LLC461,606$11.2M7.79%
ExodusPoint Capital Management, LP343,851$8.35M0.08%
Vanguard Asset Management, Ltd328,387$7.98M0.01%
Connor, Clark & Lunn Investment Management Ltd.259,797$6.31M0.01%
Financiere des Professionnels - Fonds d,investissement inc.207,800$5.05M0.30%
Jump Financial, LLC197,601$4.80M0.07%
Vista Investment Partners LLC186,645$4.53M1.20%
Cinctive Capital Management LP177,881$4.32M0.28%
CIBC Bancorp USA Inc.161,779$3.93M0.01%
Vista Investment Partners II, LLC118,799$2.89M1.30%
Ruffer LLP112,202$2.73M0.11%
Vanguard Investments Australia, Ltd.90,129$2.19M0.01%
VARCOV Co.79,037$1.92M0.72%
Northstar Advisory Group, LLC71,978$1.75M0.67%
BNP Paribas66,573$1.61M0.05%
FORA Capital, LLC66,449$1.61M0.12%
Brighton Jones LLC58,774$1.43M0.03%
Great Lakes Advisors, LLC58,614$1.42M0.01%
Axq Capital, LP58,590$1.42M0.18%
Allstate Corp57,259$1.39M0.01%
Kentucky Retirement Systems36,598$1.33M0.10%
Quantbot Technologies LP52,177$1.27M0.05%
Illinois Municipal Retirement Fund51,617$1.25M0.02%
Wealthstar Advisors, LLC45,240$1.10M0.65%
Friedenthal Financial44,687$1.09M0.55%
Magnetar Financial LLC43,216$1.05M0.01%
Campbell & CO Investment Adviser LLC31,676$769.4K0.04%
BTG Pactual Asset Management US LLC30,481$740.4K0.07%
Emerald Investment Advisers, LLC26,993$655.6K0.06%
Bull Harbor Capital LLC26,071$633.3K0.17%
Three Seasons Wealth, LLC25,369$616.2K0.24%
Gladstone Institutional Advisory LLC20,353$494.4K0.02%
DnB Asset Management AS18,645$452.9K0.00%
WealthBridge Capital Management, LLC16,301$396.0K0.09%
Vestcor Inc15,673$381.0K0.01%
nVerses Capital, LLC15,009$364.6K0.33%
Atria Investments LLC14,785$359.1K0.00%
Quantitative Investment Management, LLC14,539$353.0K0.04%
Pensionmark Financial Group, LLC13,566$329.5K0.01%
Edgestream Partners, L.P.12,844$312.0K0.01%
Frec Markets, Inc.12,507$303.8K0.05%
Lido Advisors, LLC11,742$285.3K0.00%
VestGen Advisors, LLC9,973$283.0K0.01%
QTR Family Wealth, LLC11,126$275.0K0.11%
Optas, LLC10,876$264.2K0.04%
Thurston, Springer, Miller, Herd & Titak, Inc.26,860$263.6K0.11%
Odyssean, LLC10,391$252.4K0.09%
Fox Run Management, L.L.C.10,437$243.1K0.04%
McGuire Capital Advisors Inc9,338$226.8K0.15%
Ascent Group, LLC9,206$223.6K0.01%
Everhart Financial Group, Inc.8,557$207.8K0.02%
Victory Financial Group, LLC8,490$206.2K0.03%
Pinpoint Asset Management (Singapore) Pte. Ltd.3,992$97.0K0.02%
Intentional Wealth Strategies, LLC3,360$81.6K0.08%
Eurizon Capital SGR S.p.A.2,574$60.2K0.00%
Innovative Asset Advisors Group, LLC2,040$49.5K0.03%
Meeder Asset Management Inc1,881$45.7K0.00%
Salem Investment Counselors Inc750$18.2K0.00%
Wealth Preservation Advisors, LLC739$17.9K0.01%
Owl Creek Wealth Partners LLC689$16.7K0.01%
Twin Peaks Wealth Advisors, LLC447$10.9K0.00%
Penserra Capital Management LLC414$10.0K0.00%
LRI Investments, LLC302$7.34K0.00%
Golden State Equity Partners211$5.12K0.00%
Marquette Asset Management, LLC187$4.54K0.00%
Whipplewood Advisors, LLC166$4.03K0.00%
Synergy Investment Management, LLC129$3.13K0.00%
Bare Financial Services, Inc108$2.62K0.00%
Arlington Trust Co LLC78$1.90K0.00%
Atlantic Union Bankshares Corp74$1.80K0.00%
Bogart Wealth, LLC62$1.51K0.00%
Richardson Financial Services Inc.60$1.46K0.00%
North Star Investment Management Corp.43$1.04K0.00%
Trust Co of Toledo NA30$7290.00%
Vermillion Wealth Management, Inc.28$6800.00%
Cassaday & Co Wealth Management LLC20$4860.00%
Portus Wealth Advisors, LLC20$4860.00%
Bell Investment Advisors, Inc19$4620.00%
TopTier Wealth Management, LLC13$3160.00%
Signature Equity Partners, LLC6$1460.00%
3 Factor Indexing, LLC5$1220.00%
Raffa Wealth Management, LLC4$970.00%
Curio Wealth, LLC3$730.00%
Annis Gardner Whiting Capital Advisors, LLC2$490.00%
Highline Wealth Partners LLC1$240.00%

Sold out (74)

Institutions that held Invesco Ltd. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of IVZ in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Samlyn Capital, LLC4,211,041$110.6M
Moore Capital Management, LP670,080$17.6M
Swiss Life Asset Management Ltd584,622$15.4M
Hotchkis & Wiley Capital Management LLC312,980$8.22M
Lighthouse Investment Partners, LLC269,472$7.08M
EAM Investors, LLC200,876$5.28M
IMC-Chicago, LLC168,274$4.42M
Jefferies Financial Group Inc.167,823$4.41M
Kingsview Wealth Management, LLC147,946$3.89M
CIBC World Markets Inc.114,000$2.99M
Fedenia Advisers LLC97,690$2.57M
Valueworks LLC90,614$2.38M
Two Sigma Advisers, LP75,200$1.98M
Vident Advisory, LLC74,243$1.95M
Woodline Partners LP67,739$1.78M
Norris Financial Group, LLC66,849$1.76M
Susquehanna Fundamental Investments, LLC57,621$1.51M
Oak Thistle LLC54,851$1.44M
Machina Capital S.A.S.49,928$1.31M
Lecap Asset Management Ltd46,272$1.22M
Integrated Quantitative Investments LLC45,984$1.21M
Park Capital Management, LLC45,824$1.20M
Harvest Investment Services, LLC41,834$1.10M
Invst, LLC41,556$1.09M
Impact Partnership Wealth, LLC36,711$964.4K
Bridgewater Associates, LP28,015$736.0K
Balyasny Asset Management LLC25,242$663.1K
Vinva Investment Management Ltd15,136$597.7K
Groupama Asset Managment22,622$594.3K
iA Global Asset Management Inc.21,010$552.0K
USA Financial Portformulas Corp20,665$542.9K
Forum Financial Management, LP19,145$502.9K
Hudson Bay Capital Management LP18,710$491.5K
State of Wyoming16,875$443.3K
Farringdon Capital, Ltd.16,564$435.1K
Tennessee Valley Asset Management Partners16,521$434.0K
NBC Securities, Inc.16,267$427.3K
XTX Topco Ltd15,901$417.7K
Dynamic Technology Lab Private Ltd14,945$393.0K
Investors Research Corp13,600$357.3K
Boothbay Fund Management, LLC12,957$340.4K
R Squared Ltd11,300$296.9K
Sivia Capital Partners, LLC11,073$290.9K
Acadian Asset Management LLC10,831$284.0K
GTS Securities LLC9,598$252.1K
Perigon Wealth Management, LLC9,228$242.4K
AlphaStar Capital Management, LLC8,918$234.3K
Manske Wealth Management8,716$229.0K
Laird Norton Trust Company, LLC8,463$222.3K
Keel Point, LLC8,300$218.0K
Avantax Planning Partners, Inc.8,187$215.1K
AlphaCore Capital LLC8,041$211.2K
Aster Capital Management (DIFC) Ltd7,714$202.6K
SageView Advisory Group, LLC3,554$93.4K
Strategic Investment Solutions, Inc.3,005$78.9K
Intact Investment Management Inc.3,000$78.8K
CFG Wealth Management Services, Inc.3,000$78.8K
Garton & Associates Financial Advisors LLC1,332$42.1K
Sentry Investment Management LLC1,236$32.0K
Independence Bank of Kentucky1,210$31.8K
DV Trading LLC1,000$26.3K
Elyxium Wealth, LLC784$20.6K
Curat Global, LLC710$18.7K
TD Capital Management LLC625$16.4K
Cape Investment Advisory, Inc.478$12.6K
Strategic Advocates LLC259$6.85K
Eastern Bank161$4.23K
Howard Hughes Medical Institute96$2.52K
Clark Wealth Partners58$1.52K
Valley National Advisers Inc39$1.00K
Investors Portfolio Services LLC30$797
Lloyd Advisory Services, LLC.29$755
Wealth Watch Advisors, INC22$578
Luken Investment Analytics, LLC10$263

Not filed for Q1 2026 yet (10)

Institutions that held Invesco Ltd. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVZ in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc52,965,761$1.39B
Norges Bank3,902,656$102.5M
Gifford Fong Associates255,393$6.71M
Brandywine Global Investment Management, LLC123,780$3.25M
CIBC World Markets Corp46,472$1.22M
CIBC Private Wealth Group, LLC27,768$729.5K
Global Retirement Partners, LLC6,225$163.5K
Trust Co of Vermont655$17.2K
DV Equities, LLC624$16.4K
ORG Partners LLC225$5.91K