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.
| 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, 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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 485 | $11.8K | 0.00% | −80−14.2% | Reduced |
| Avion Wealth | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 497 | $12.1K | 0.01% | +4+0.8% | Added |
| CVA Family Office, LLC | 499 | $12.1K | 0.00% | +461+1,213.2% | Added |
| Danske Bank A/S | 500 | $12.1K | 0.00% | −4,900−90.7% | Reduced |
| First Horizon Corp | 606 | $14.7K | 0.00% | +77+14.6% | Added |
| Basecamp Wealth Advisors LLC | 615 | $14.9K | 0.00% | +295+92.2% | Added |
| Salomon & Ludwin, LLC | 625 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 644 | $15.6K | 0.01% | +20+3.2% | Added |
| Sofos Investments, Inc. | 739 | $16.4K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 689 | $16.7K | 0.01% | +689 | New |
| Atlantic Trust, LLC | 732 | $17.8K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 739 | $17.9K | 0.01% | +739 | New |
| Steward Partners Investment Advisory, LLC | 742 | $18.0K | 0.00% | +240+47.8% | Added |
| Leonteq Securities AG | 748 | $18.2K | 0.00% | +262+53.9% | Added |
| Salem Investment Counselors Inc | 750 | $18.2K | 0.00% | +750 | New |
| Measured Wealth Private Client Group, LLC | 785 | $19.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 790 | $19.2K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 793 | $19.3K | 0.01% | −141−15.1% | Reduced |
| Parkside Financial Bank & Trust | 807 | $19.6K | 0.00% | −18−2.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 868 | $21.1K | 0.00% | +69+8.6% | Added |
| Activest Wealth Management | 942 | $22.9K | 0.00% | +178+23.3% | Added |
| Rosenberg Matthew Hamilton | 950 | $23.1K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 1,049 | $25.5K | 0.01% | −104−9.0% | Reduced |
| Zions Bancorporation, National Association | 1,198 | $29.1K | 0.00% | −3,438−74.2% | Reduced |
| SJS Investment Consulting Inc. | 1,207 | $29.3K | 0.00% | +537+80.1% | Added |
| TD Waterhouse Canada Inc. | 1,213 | $29.4K | 0.00% | +213+21.3% | Added |
| Onefund, LLC | 1,224 | $29.8K | 0.02% | −81−6.2% | Reduced |
| Crews Bank & Trust | 1,325 | $32.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,352 | $32.8K | 0.00% | +39+3.0% | Added |
| HHM Wealth Advisors, LLC | 1,650 | $40.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,656 | $40.2K | 0.00% | +9+0.5% | Added |
| Root Financial Partners, LLC | 1,705 | $41.4K | 0.00% | +3+0.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,787 | $43.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 1,796 | $43.6K | 0.00% | +628+53.8% | Added |
| Ronald Blue Trust, Inc. | 1,859 | $45.2K | 0.00% | +1,173+171.0% | Added |
| Federated Hermes, Inc. | 1,862 | $45.2K | 0.00% | −37−1.9% | Reduced |
| Manchester Capital Management LLC | 1,868 | $45.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,875 | $45.5K | 0.00% | +1,492+389.6% | Added |
| Meeder Asset Management Inc | 1,881 | $45.7K | 0.00% | +1,881 | New |
| Capital Analysts, LLC | 2,036 | $49.0K | 0.00% | +2+0.1% | Added |
| Innovative Asset Advisors Group, LLC | 2,040 | $49.5K | 0.03% | +2,040 | New |
| Truvestments Capital LLC | 2,105 | $51.1K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 2,574 | $60.2K | 0.00% | +2,574 | New |
| Deseret Mutual Benefit Administrators | 2,500 | $60.7K | 0.02% | +964+62.8% | Added |
| Elevated Capital Advisors, LLC | 2,513 | $61.1K | 0.02% | −29,847−92.2% | Reduced |
| Smartleaf Asset Management LLC | 2,682 | $62.5K | 0.00% | +1,579+143.2% | Added |
| Larson Financial Group LLC | 2,601 | $63.2K | 0.00% | +1,055+68.2% | Added |
| Silvant Capital Management LLC | 2,649 | $64.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,706 | $65.7K | 0.00% | +498+22.6% | Added |
| Private Trust Co NA | 2,755 | $66.9K | 0.01% | +1,914+227.6% | Added |
| True Wealth Design, LLC | 2,823 | $68.6K | 0.02% | +543+23.8% | Added |
| Van Eck Associates Corp | 2,824 | $69.0K | 0.00% | +50+1.8% | Added |
| Umb Bank N A | 3,197 | $77.7K | 0.00% | +460+16.8% | Added |
| TD Private Client Wealth LLC | 3,211 | $78.0K | 0.00% | +41+1.3% | Added |
| Twin Tree Management, LP | 3,225 | $78.3K | 0.02% | −43,533−93.1% | Reduced |
| Intentional Wealth Strategies, LLC | 3,360 | $81.6K | 0.08% | +3,360 | New |
| Evelyn Partners Investment Management LLP | 3,470 | $84.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,470 | $84.3K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 3,477 | $84.5K | 0.01% | −189−5.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,871 | $94.0K | 0.01% | +1,833+89.9% | Added |
| Ameritas Investment Partners, Inc. | 3,982 | $96.7K | 0.00% | −242−5.7% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 3,992 | $97.0K | 0.02% | +3,992 | New |
| EFG International AG | 4,066 | $98.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,130 | $100.0K | 0.00% | +3,236+362.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 4,123 | $100.1K | 0.01% | +94+2.3% | Added |
| Rockefeller Capital Management L.P. | 4,585 | $111.4K | 0.00% | +224+5.1% | Added |
| Atlas Capital Advisors LLC | 4,615 | $112.1K | 0.01% | +2,860+163.0% | Added |
| Parallel Advisors, LLC | 4,699 | $114.2K | 0.00% | +310+7.1% | Added |
| Walleye Capital LLC | 5,275 | $128.1K | 0.00% | −94,958−94.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 5,683 | $132.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,852 | $142.1K | 0.01% | +1,044+21.7% | Added |
| Sound Income Strategies, LLC | 5,983 | $145.5K | 0.01% | +5,949+17,497.1% | Added |
| SBI Securities Co., Ltd. | 6,922 | $168.1K | 0.00% | −824−10.6% | Reduced |
| IFP Advisors, Inc | 7,119 | $172.9K | 0.00% | +3,847+117.6% | Added |
| Bessemer Group Inc | 7,288 | $177.0K | 0.00% | +3,021+70.8% | Added |
| Harbour Investments, Inc. | 7,365 | $178.9K | 0.00% | +124+1.7% | Added |
| Unique Wealth Strategies, LLC | 8,350 | $202.8K | 0.08% | +15+0.2% | Added |
| Metis Global Partners, LLC | 8,376 | $203.5K | 0.00% | −1,202−12.5% | Reduced |
| Cornerstone Select Advisors, LLC | 8,468 | $205.7K | 0.13% | +222+2.7% | Added |
| Victory Financial Group, LLC | 8,490 | $206.2K | 0.03% | +8,490 | New |
| Everhart Financial Group, Inc. | 8,557 | $207.8K | 0.02% | +8,557 | New |
| Altar Rock LLC | 8,604 | $209.0K | 0.25% | −75−0.9% | Reduced |
| Louisbourg Investments Inc. | 8,675 | $210.7K | 0.04% | +1,200+16.1% | Added |
| Parcion Private Wealth LLC | 8,687 | $211.0K | 0.01% | +803+10.2% | Added |
| STRS Ohio | 8,704 | $211.4K | 0.00% | −13−0.1% | Reduced |
| waypoint wealth counsel | 8,759 | $212.8K | 0.11% | −725−7.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,890 | $215.9K | 0.01% | +287+3.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,030 | $219.3K | 0.00% | −461−4.9% | Reduced |
| Symmetry Partners, LLC | 9,130 | $221.8K | 0.01% | +417+4.8% | Added |
| Savvy Advisors, Inc. | 9,134 | $221.9K | 0.01% | +856+10.3% | Added |
| Ascent Group, LLC | 9,206 | $223.6K | 0.01% | +9,206 | New |
| MinichMacGregor Wealth Management, LLC | 9,267 | $225.1K | 0.04% | −1,392−13.1% | Reduced |
| DekaBank Deutsche Girozentrale | 9,528 | $226.0K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 9,338 | $226.8K | 0.15% | +9,338 | New |
| Bank of Nova Scotia | 9,595 | $233.1K | 0.00% | −395,300−97.6% | Reduced |
| Cornerstone Wealth Management, LLC | 9,600 | $233.2K | 0.01% | −1,600−14.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,460 | $236.2K | 0.01% | +118+1.3% | Added |
| Exchange Traded Concepts, LLC | 9,762 | $237.1K | 0.00% | −226,005−95.9% | Reduced |
| Patton Fund Management, Inc. | 9,891 | $240.3K | 0.04% | +844+9.3% | Added |