Skip to main content
Livermore
Livermore
ZHEN

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, 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
639
+18 vs. Q4 2025
Shares held
419.0M
+64.8M (+18.3%) vs. Q4 2025
Total value
$10.2B
+$871.6M (+9.4%) vs. Q4 2025
New holders
92
270 more added
Sold out
74
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.

Institutional holdersQ1 2026: 639 institutions
Q1 2021: 537 institutionsQ2 2021: 563 institutionsQ3 2021: 558 institutionsQ4 2021: 568 institutionsQ1 2022: 526 institutionsQ2 2022: 521 institutionsQ3 2022: 505 institutionsQ4 2022: 510 institutionsQ1 2023: 515 institutionsQ2 2023: 478 institutionsQ3 2023: 493 institutionsQ4 2023: 493 institutionsQ1 2024: 495 institutionsQ2 2024: 476 institutionsQ3 2024: 493 institutionsQ4 2024: 526 institutionsQ1 2025: 519 institutionsQ2 2025: 521 institutionsQ3 2025: 566 institutionsQ4 2025: 631 institutionsQ1 2026: 639 institutionsQ2 2026: 674 institutions
Value heldQ1 2026: $10.2B
Q1 2021: $7.39BQ2 2021: $7.79BQ3 2021: $7.23BQ4 2021: $7.14BQ1 2022: $7.16BQ2 2022: $4.85BQ3 2022: $4.42BQ4 2022: $5.71BQ1 2023: $5.14BQ2 2023: $5.11BQ3 2023: $4.41BQ4 2023: $5.34BQ1 2024: $5.02BQ2 2024: $4.53BQ3 2024: $6.83BQ4 2024: $7.04BQ1 2025: $6.17BQ2 2025: $6.50BQ3 2025: $8.98BQ4 2025: $10.8BQ1 2026: $10.2BQ2 2026: $11.2B
Institutions holding IVZ and their total value by quarter
QuarterHoldersValue
Q2 2026674$11.2B
Q1 2026639$10.2B
Q4 2025631$10.8B
Q3 2025566$8.98B
Q2 2025521$6.50B
Q1 2025519$6.17B
Q4 2024526$7.04B
Q3 2024493$6.83B
Q2 2024476$4.53B
Q1 2024495$5.02B
Q4 2023493$5.34B
Q3 2023493$4.41B
Q2 2023478$5.11B
Q1 2023515$5.14B
Q4 2022510$5.71B
Q3 2022505$4.42B
Q2 2022521$4.85B
Q1 2022526$7.16B
Q4 2021568$7.14B
Q3 2021558$7.23B
Q2 2021563$7.79B
Q1 2021537$7.39B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q4 2025.

Institutions holding IVZ in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.1$240.00%−4−80.0%Reduced
Highline Wealth Partners LLC1$240.00%+1New
Steigerwald, Gordon & Koch Inc.2$490.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC2$490.00%+2New
Curio Wealth, LLC3$730.00%+3New
Raffa Wealth Management, LLC4$970.00%+4New
3 Factor Indexing, LLC5$1220.00%+5New
Signature Equity Partners, LLC6$1460.00%+6New
Arcadia Investment Management Corp7$1710.00%00.0%Unchanged
Trust Co7$1710.00%00.0%Unchanged
SOA Wealth Advisors, LLC.7$1790.00%00.0%Unchanged
Creative Financial Designs Inc10$2430.00%00.0%Unchanged
NVWM, LLC10$2430.00%00.0%Unchanged
Nemes Rush Group LLC11$2670.00%00.0%Unchanged
TopTier Wealth Management, LLC13$3160.00%+13New
WestEnd Advisors, LLC15$3640.00%00.0%Unchanged
Meramec Financial Planners, LLC15$3750.00%00.0%Unchanged
Bell Investment Advisors, Inc19$4620.00%+19New
Cassaday & Co Wealth Management LLC20$4860.00%+20New
Portus Wealth Advisors, LLC20$4860.00%+20New
Quaker Wealth Management, LLC24$5830.00%00.0%Unchanged
Vermillion Wealth Management, Inc.28$6800.00%+28New
Financial Consulate, Inc29$7050.00%00.0%Unchanged
Trust Co of Toledo NA30$7290.00%+30New
Caitong International Asset Management Co., Ltd32$7770.00%−3,598−99.1%Reduced
HFM Investment Advisors, LLC32$7770.00%−4−11.1%Reduced
Private Wealth Management Group, LLC33$8020.00%00.0%Unchanged
TFC Financial Management35$8510.00%−82−70.1%Reduced
Kayne Anderson Rudnick Investment Management LLC36$8740.00%00.0%Unchanged
MV Capital Management, Inc.36$8750.00%+1+2.9%Added
Cornerstone Financial Management LLC37$8990.00%00.0%Unchanged
South State Corp.39$9480.00%00.0%Unchanged
American Capital Advisory, LLC41$9960.00%−10−19.6%Reduced
Capital Advisors, Ltd. LLC21$1.00K0.00%00.0%Unchanged
Hughes Financial Services, LLC42$1.02K0.00%00.0%Unchanged
North Star Investment Management Corp.43$1.04K0.00%+43New
Caitlin John, LLC53$1.29K0.00%−500−90.4%Reduced
Richardson Financial Services Inc.60$1.46K0.00%+60New
Bay Harbor Wealth Management, LLC61$1.48K0.00%+19+45.2%Added
Principia Wealth Advisory, LLC61$1.48K0.00%+10+19.6%Added
Bogart Wealth, LLC62$1.51K0.00%+62New
Strategic Wealth Partners, Ltd.66$1.60K0.00%00.0%Unchanged
Tidemark, LLC66$1.60K0.00%+11+20.0%Added
Dunhill Financial, LLC66$1.61K0.00%+12+22.2%Added
Clear Street Markets LLC73$1.77K0.00%−989−93.1%Reduced
Atlantic Union Bankshares Corp74$1.80K0.00%+74New
Arlington Trust Co LLC78$1.90K0.00%+78New
1620 Investment Advisors, Inc.80$1.94K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.89$2.15K0.00%00.0%Unchanged
UMA Financial Services, Inc.90$2.19K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.97$2.36K0.00%00.0%Unchanged
BFSG, LLC100$2.43K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC105$2.55K0.00%+14+15.4%Added
Bare Financial Services, Inc108$2.62K0.00%+108New
Compagnie Lombard Odier SCmA110$2.67K0.00%00.0%Unchanged
POM Investment Strategies, LLC118$2.87K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC118$2.87K0.00%00.0%Unchanged
SIMA Wealth Partners, LLC125$3.04K0.00%00.0%Unchanged
Ancora Advisors, LLC129$3.13K0.00%−517−80.0%Reduced
Synergy Investment Management, LLC129$3.13K0.00%+129New
Colonial Trust Co134$3.25K0.00%−15−10.1%Reduced
Kilter Group LLC146$3.55K0.00%−30−17.0%Reduced
Rialto Wealth Management, LLC154$3.74K0.00%+29+23.2%Added
Transamerica Financial Advisors, Inc.157$3.83K0.00%+28+21.7%Added
Grove Bank & Trust158$3.84K0.00%−405−71.9%Reduced
Hilltop National Bank162$3.94K0.00%00.0%Unchanged
Torren Management, LLC164$3.98K0.00%−1,492−90.1%Reduced
GW&K Investment Management, LLC170$4.00K0.00%+31+22.3%Added
Whipplewood Advisors, LLC166$4.03K0.00%+166New
Jackson, Grant Investment Advisers, Inc.171$4.15K0.00%00.0%Unchanged
Marquette Asset Management, LLC187$4.54K0.00%+187New
Westfuller Advisors, LLC197$4.79K0.00%+60+43.8%Added
Cornerstone Planning Group LLC179$4.79K0.00%+36+25.2%Added
Clearstead Advisors, LLC198$4.81K0.00%−1,657−89.3%Reduced
Triumph Capital Management203$4.93K0.00%00.0%Unchanged
Golden State Equity Partners211$5.12K0.00%+211New
Rossby Financial, LCC216$5.25K0.00%+155+254.1%Added
Stone House Investment Management, LLC223$5.42K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC215$5.60K0.00%+6+2.9%Added
WealthCollab, LLC235$5.71K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.241$5.85K0.00%+13+5.7%Added
Geneos Wealth Management Inc.243$5.90K0.00%+200+465.1%Added
Boyd Watterson Asset Management LLC244$5.93K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc247$6.00K0.00%00.0%Unchanged
ZRC Wealth Management, LLC248$6.02K0.00%+53+27.2%Added
Princeton Global Asset Management LLC258$6.27K0.00%00.0%Unchanged
Spire Wealth Management261$6.34K0.00%−20−7.1%Reduced
SHP Wealth Management281$6.83K0.00%+71+33.8%Added
Manning & Napier Advisors LLC297$6.92K0.00%+34+12.9%Added
CoreCap Advisors, LLC295$7.17K0.00%−308−51.1%Reduced
LRI Investments, LLC302$7.34K0.00%+302New
Guinness Atkinson Asset Management Inc308$7.48K0.00%00.0%Unchanged
Covestor Ltd338$8.00K0.01%−1,140−77.1%Reduced
Ogorek Anthony Joseph399$9.00K0.00%−70−14.9%Reduced
WPG Advisers, LLC396$9.62K0.01%+118+42.4%Added
Penserra Capital Management LLC414$10.0K0.00%+414New
Fortitude Family Office, LLC430$10.4K0.00%+118+37.8%Added
JFS Wealth Advisors, LLC433$10.5K0.00%+22+5.4%Added
Red Tortoise LLC446$10.8K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC447$10.9K0.00%+447New