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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 9,938 | $241.4K | 0.01% | +1,737+21.2% | Added |
| Walleye Trading LLC | 10,002 | $242.9K | 0.01% | −1,061,747−99.1% | Reduced |
| Fox Run Management, L.L.C. | 10,437 | $243.1K | 0.04% | +10,437 | New |
| Quarry LP | 10,023 | $243.5K | 0.05% | −6,814−40.5% | Reduced |
| Panagora Asset Management Inc | 10,174 | $247.1K | 0.00% | −148−1.4% | Reduced |
| Norden Group LLC | 10,176 | $247.2K | 0.02% | +967+10.5% | Added |
| Stratos Wealth Partners, LTD. | 10,190 | $247.5K | 0.00% | −605−5.6% | Reduced |
| Ironwood Investment Counsel, LLC | 10,238 | $248.7K | 0.04% | +637+6.6% | Added |
| Camden Capital, LLC | 10,249 | $248.9K | 0.02% | +1,666+19.4% | Added |
| Simplex Trading, LLC | 10,300 | $250.2K | 0.01% | −44,704−81.3% | Reduced |
| Stonebridge Capital Advisors LLC | 10,300 | $250.2K | 0.02% | −825−7.4% | Reduced |
| Odyssean, LLC | 10,391 | $252.4K | 0.09% | +10,391 | New |
| North Dakota State Investment Board | 10,639 | $258.4K | 0.01% | −1,766−14.2% | Reduced |
| Carrera Capital Advisors | 10,650 | $258.7K | 0.04% | −817−7.1% | Reduced |
| V-Square Quantitative Management LLC | 10,656 | $258.8K | 0.03% | +95+0.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26,860 | $263.6K | 0.11% | +26,860 | New |
| Optas, LLC | 10,876 | $264.2K | 0.04% | +10,876 | New |
| LGT Group Foundation | 11,065 | $268.8K | 0.00% | −1,660−13.0% | Reduced |
| Mirabella Financial Services LLP | 11,131 | $270.4K | 0.03% | −13,482−54.8% | Reduced |
| Keynote Financial Services LLC | 11,244 | $273.1K | 0.15% | −500−4.3% | Reduced |
| QTR Family Wealth, LLC | 11,126 | $275.0K | 0.11% | +11,126 | New |
| Ritholtz Wealth Management | 11,355 | $275.8K | 0.00% | +1,936+20.6% | Added |
| VestGen Advisors, LLC | 9,973 | $283.0K | 0.01% | +9,973 | New |
| Brinker Capital Investments, LLC | 11,724 | $284.8K | 0.00% | +1,595+15.7% | Added |
| Lido Advisors, LLC | 11,742 | $285.3K | 0.00% | +11,742 | New |
| Independent Financial Group, LLC | 11,852 | $287.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,859 | $288.1K | 0.00% | +1,541+14.9% | Added |
| AlphaCentric Advisors LLC | 11,919 | $289.5K | 0.29% | +4,953+71.1% | Added |
| Securian Asset Management, Inc | 12,002 | $291.5K | 0.01% | −100−0.8% | Reduced |
| Caerus Investment Advisors, LLC | 12,047 | $292.6K | 0.12% | −1,258−9.5% | Reduced |
| United Community Bank | 12,147 | $295.1K | 0.10% | +444+3.8% | Added |
| MUFG Securities Americas Inc. | 12,286 | $298.4K | 0.02% | +295+2.5% | Added |
| Jackson Thornton Asset Management, LLC | 12,661 | $298.5K | 0.03% | +697+5.8% | Added |
| Anb Bank | 12,324 | $299.4K | 0.12% | +375+3.1% | Added |
| Aaron Wealth Advisors | 12,404 | $301.3K | 0.02% | +3,372+37.3% | Added |
| Coldstream Capital Management Inc | 12,447 | $302.3K | 0.00% | −11−0.1% | Reduced |
| Ewa, LLC | 12,490 | $303.4K | 0.07% | +452+3.8% | Added |
| Frec Markets, Inc. | 12,507 | $303.8K | 0.05% | +12,507 | New |
| Brown Brothers Harriman & Co | 12,687 | $308.2K | 0.00% | +9,501+298.2% | Added |
| RSM US Wealth Management LLC | 12,755 | $309.8K | 0.00% | +508+4.1% | Added |
| Edgestream Partners, L.P. | 12,844 | $312.0K | 0.01% | +12,844 | New |
| Gotham Asset Management, LLC | 12,850 | $312.1K | 0.00% | +22+0.2% | Added |
| Element Wealth, LLC | 13,043 | $316.8K | 0.13% | −50.0% | Reduced |
| Verition Fund Management LLC | 13,084 | $317.8K | 0.00% | −250,368−95.0% | Reduced |
| Greenleaf Trust | 13,142 | $319.2K | 0.00% | +769+6.2% | Added |
| SRS Capital Advisors, Inc. | 12,626 | $320.0K | 0.01% | +3,668+40.9% | Added |
| Adams Wealth Management | 13,272 | $322.4K | 0.07% | +2,029+18.0% | Added |
| CacheTech Inc. | 13,272 | $322.4K | 0.06% | +2,029+18.0% | Added |
| US Bancorp | 13,301 | $323.1K | 0.00% | +503+3.9% | Added |
| Versant Capital Management, Inc | 13,315 | $323.4K | 0.03% | +3,342+33.5% | Added |
| Brand Asset Management Group, Inc. | 13,415 | $325.9K | 0.08% | −72−0.5% | Reduced |
| Pensionmark Financial Group, LLC | 13,566 | $329.5K | 0.01% | +13,566 | New |
| Jane Street Group, LLC | 13,911 | $337.9K | 0.00% | −2,300,446−99.4% | Reduced |
| Paragon Capital Management Ltd | 13,938 | $338.6K | 0.07% | −627−4.3% | Reduced |
| Holcombe Financial, Inc. | 14,080 | $342.0K | 0.20% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,135 | $343.3K | 0.00% | +2,774+24.4% | Added |
| Prospera Financial Services Inc | 14,165 | $344.3K | 0.01% | −746−5.0% | Reduced |
| Vise Technologies, Inc. | 13,182 | $346.3K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 14,492 | $352.0K | 0.00% | +2,183+17.7% | Added |
| Quantitative Investment Management, LLC | 14,539 | $353.0K | 0.04% | +14,539 | New |
| Horizon Investments, LLC | 14,770 | $358.8K | 0.00% | −66,584−81.8% | Reduced |
| Atria Investments LLC | 14,785 | $359.1K | 0.00% | +14,785 | New |
| nVerses Capital, LLC | 15,009 | $364.6K | 0.33% | +15,009 | New |
| Baker Avenue Asset Management, LP | 15,042 | $365.4K | 0.01% | +5,427+56.4% | Added |
| Eagle Rock Investment Company, LLC | 15,175 | $368.6K | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,213 | $370.0K | 0.02% | +1,903+14.3% | Added |
| Atomi Financial Group, Inc. | 15,313 | $371.9K | 0.01% | +2,475+19.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $373.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 15,379 | $373.6K | 0.01% | +1,899+14.1% | Added |
| Nomura Asset Management Co Ltd | 15,650 | $380.1K | 0.00% | −1,800−10.3% | Reduced |
| Vestcor Inc | 15,673 | $381.0K | 0.01% | +15,673 | New |
| CX Institutional | 16,133 | $392.0K | 0.01% | −916−5.4% | Reduced |
| EP Wealth Advisors, LLC | 16,255 | $394.8K | 0.00% | −1,276−7.3% | Reduced |
| WealthBridge Capital Management, LLC | 16,301 | $396.0K | 0.09% | +16,301 | New |
| Elo Mutual Pension Insurance Co | 16,463 | $399.9K | 0.01% | −5,067−23.5% | Reduced |
| United Capital Financial Advisers, LLC | 16,477 | $400.2K | 0.00% | +5,202+46.1% | Added |
| Transcend Wealth Collective, LLC | 16,535 | $401.6K | 0.03% | +2,093+14.5% | Added |
| Global Financial Private Client, LLC | 16,735 | $406.5K | 0.13% | +1,798+12.0% | Added |
| Glenmede Trust Co NA | 16,747 | $406.8K | 0.00% | +940+5.9% | Added |
| Independent Advisor Alliance | 16,978 | $412.4K | 0.00% | +530+3.2% | Added |
| Generali Asset Management SPA SGR | 17,071 | $414.7K | 0.01% | +2,462+16.9% | Added |
| Commerce Bank | 17,133 | $416.2K | 0.00% | +7,527+78.4% | Added |
| DGS Capital Management, LLC | 17,220 | $418.3K | 0.07% | +1,619+10.4% | Added |
| Warren Averett Asset Management, LLC | 17,335 | $421.1K | 0.00% | +634+3.8% | Added |
| Group One Trading, L.P. | 17,355 | $421.6K | 0.01% | −206,837−92.3% | Reduced |
| Evoke Wealth, LLC | 17,377 | $422.1K | 0.01% | −283−1.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 17,500 | $425.1K | 0.01% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 17,536 | $425.9K | 0.13% | +8,302+89.9% | Added |
| Virginia Retirement Systems Et Al | 17,650 | $428.7K | 0.00% | 00.0% | Unchanged |
| Natixis | 17,840 | $433.3K | 0.00% | +1,427+8.7% | Added |
| Bleakley Financial Group, LLC | 18,154 | $441.0K | 0.01% | +6,076+50.3% | Added |
| Skopos Labs, Inc. | 18,234 | $442.9K | 0.01% | +8,869+94.7% | Added |
| MUFG Securities EMEA plc | 18,303 | $444.6K | 0.01% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 18,444 | $448.0K | 0.00% | +6,300+51.9% | Added |
| DnB Asset Management AS | 18,645 | $452.9K | 0.00% | +18,645 | New |
| Nomura Holdings Inc | 18,751 | $455.5K | 0.00% | +5,165+38.0% | Added |
| Kendall Capital Management | 18,925 | $459.7K | 0.09% | −400−2.1% | Reduced |
| Wealth Management Associates, Inc. | 18,960 | $460.5K | 0.16% | −450−2.3% | Reduced |
| M&T Bank Corp | 19,007 | $461.7K | 0.00% | +547+3.0% | Added |
| Beacon Investment Advisory Services, Inc. | 19,150 | $465.2K | 0.02% | +3,168+19.8% | Added |