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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 19,237 | $467.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 19,269 | $468.0K | 0.01% | +4,880+33.9% | Added |
| Sagewood Asset Management LP | 19,282 | $468.4K | 0.15% | +3,825+24.7% | Added |
| Park Avenue Securities LLC | 19,345 | $470.0K | 0.00% | +1,396+7.8% | Added |
| Maryland State Retirement & Pension System | 19,628 | $476.8K | 0.01% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 20,000 | $485.8K | 0.10% | −75,335−79.0% | Reduced |
| Pavaki Capital Management LLC | 20,000 | $485.8K | 0.34% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 20,075 | $487.6K | 0.07% | −513−2.5% | Reduced |
| ING Groep NV | 20,165 | $489.8K | 0.00% | −379−1.8% | Reduced |
| Inscription Capital, LLC | 20,175 | $490.1K | 0.05% | +324+1.6% | Added |
| Gladstone Institutional Advisory LLC | 20,353 | $494.4K | 0.02% | +20,353 | New |
| New Mexico Educational Retirement Board | 20,714 | $503.0K | 0.02% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 20,797 | $505.2K | 0.01% | −607−2.8% | Reduced |
| Apollon Wealth Management, LLC | 20,841 | $506.2K | 0.01% | −605−2.8% | Reduced |
| RMB Capital Management, LLC | 20,858 | $506.6K | 0.01% | +8,817+73.2% | Added |
| Fieldview Capital Management, LLC | 21,018 | $510.5K | 0.15% | +4,198+25.0% | Added |
| Keybank National Association | 21,037 | $511.0K | 0.00% | +3,873+22.6% | Added |
| Tower Research Capital LLC (TRC) | 21,091 | $512.3K | 0.01% | −1,095−4.9% | Reduced |
| Inceptionr LLC | 21,258 | $516.4K | 0.12% | −1,695−7.4% | Reduced |
| Waddell & Associates, LLC | 21,400 | $519.8K | 0.03% | +7,800+57.4% | Added |
| Allspring Global Investments Holdings, LLC | 21,459 | $521.9K | 0.00% | +1,088+5.3% | Added |
| Kestra Advisory Services, LLC | 21,501 | $522.3K | 0.00% | −256−1.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 21,785 | $529.2K | 0.01% | +10,404+91.4% | Added |
| Dark Forest Capital Management LP | 21,982 | $533.9K | 0.05% | −67,648−75.5% | Reduced |
| Novare Capital Management LLC | 22,000 | $534.4K | 0.04% | 00.0% | Unchanged |
| Syon Capital LLC | 22,141 | $537.8K | 0.03% | +1,392+6.7% | Added |
| Pacer Advisors, Inc. | 22,193 | $539.0K | 0.00% | −22,280−50.1% | Reduced |
| MAI Capital Management | 22,254 | $540.5K | 0.00% | +6,275+39.3% | Added |
| Wedmont Private Capital | 22,610 | $547.4K | 0.02% | +1,374+6.5% | Added |
| Standard Life Aberdeen plc | 22,564 | $548.1K | 0.00% | −42,419−65.3% | Reduced |
| Louisiana State Employees Retirement System | 22,600 | $549.0K | 0.01% | −100−0.4% | Reduced |
| Farther Finance Advisors, LLC | 23,847 | $580.0K | 0.01% | −1,959−7.6% | Reduced |
| Kera Capital Partners, Inc. | 23,992 | $582.8K | 0.07% | +484+2.1% | Added |
| Evolve Private Wealth, LLC | 24,227 | $588.5K | 0.03% | +2,767+12.9% | Added |
| Venture Visionary Partners LLC | 24,412 | $593.0K | 0.02% | −1,103−4.3% | Reduced |
| Hartford Investment Management Co | 24,816 | $602.8K | 0.02% | −604−2.4% | Reduced |
| DRW Securities, LLC | 25,112 | $610.0K | 0.03% | +14,357+133.5% | Added |
| Three Seasons Wealth, LLC | 25,369 | $616.2K | 0.24% | +25,369 | New |
| Fifth Third Bancorp | 25,406 | $617.1K | 0.00% | +3,402+15.5% | Added |
| HB Wealth Management, LLC | 25,529 | $620.1K | 0.00% | +7,154+38.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 25,826 | $627.3K | 0.00% | −251−1.0% | Reduced |
| Stock Yards Bank & Trust Co | 26,042 | $632.6K | 0.02% | 00.0% | Unchanged |
| Bull Harbor Capital LLC | 26,071 | $633.3K | 0.17% | +26,071 | New |
| Krilogy Financial LLC | 26,977 | $647.7K | 0.02% | +716+2.7% | Added |
| Mizuho Securities USA LLC | 26,842 | $652.0K | 0.02% | −5,567−17.2% | Reduced |
| Emerald Investment Advisers, LLC | 26,993 | $655.6K | 0.06% | +26,993 | New |
| Advisors Asset Management, Inc. | 27,206 | $660.8K | 0.01% | −642−2.3% | Reduced |
| Advisory Services Network, LLC | 27,474 | $667.4K | 0.01% | +709+2.6% | Added |
| Norinchukin Bank, The | 27,703 | $672.9K | 0.01% | −32−0.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 27,897 | $677.6K | 0.00% | −81,698−74.5% | Reduced |
| Chicago Partners Investment Group LLC | 26,910 | $687.8K | 0.02% | +12,986+93.3% | Added |
| Crossmark Global Holdings, Inc. | 29,528 | $717.2K | 0.01% | −330−1.1% | Reduced |
| Arvest Bank Trust Division | 29,635 | $719.8K | 0.04% | +943+3.3% | Added |
| Evergreen Capital Management LLC | 29,667 | $720.6K | 0.02% | +7,935+36.5% | Added |
| CAPROCK Group, Inc. | 29,708 | $721.6K | 0.02% | +5,353+22.0% | Added |
| Public Employees Retirement Association of Colorado | 29,961 | $728.0K | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 30,000 | $728.7K | 0.01% | −2,245−7.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 30,587 | $738.4K | 0.02% | −7,783−20.3% | Reduced |
| BTG Pactual Asset Management US LLC | 30,481 | $740.4K | 0.07% | +30,481 | New |
| Ensign Peak Advisors, Inc | 30,675 | $745.1K | 0.00% | −14,680−32.4% | Reduced |
| F/M Investments LLC | 31,528 | $765.8K | 0.05% | −29,123−48.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 31,676 | $769.4K | 0.04% | +31,676 | New |
| Toroso Investments, LLC | 32,018 | $777.7K | 0.00% | +23,493+275.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,060 | $803.0K | 0.00% | −469,728−93.4% | Reduced |
| Sanctuary Advisors, LLC | 33,374 | $810.7K | 0.00% | +14,317+75.1% | Added |
| Polymer Capital Management (US) LLC | 35,234 | $855.8K | 0.13% | +12,352+54.0% | Added |
| Private Advisor Group, LLC | 35,701 | $867.2K | 0.00% | +1,451+4.2% | Added |
| Retirement Planning Co of New England, Inc. | 35,901 | $872.0K | 0.35% | −542−1.5% | Reduced |
| Twin Capital Management Inc | 35,988 | $874.1K | 0.11% | −891−2.4% | Reduced |
| Daiwa Securities Group Inc. | 36,190 | $879.1K | 0.00% | +1,980+5.8% | Added |
| Guinness Asset Management LTD | 37,033 | $899.5K | 0.02% | −400−1.1% | Reduced |
| Ethic Inc. | 37,251 | $904.8K | 0.01% | −8,835−19.2% | Reduced |
| Wealthcare Advisory Partners LLC | 37,540 | $911.9K | 0.02% | −3,548−8.6% | Reduced |
| GAMMA Investing LLC | 37,857 | $919.5K | 0.04% | +2,406+6.8% | Added |
| Neo Ivy Capital Management | 39,135 | $950.6K | 0.25% | −1,813−4.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 39,330 | $955.3K | 0.00% | +8,427+27.3% | Added |
| Pallas Capital Advisors LLC | 40,102 | $974.1K | 0.04% | −865−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 40,331 | $979.6K | 0.01% | +15,782+64.3% | Added |
| Sequoia Financial Advisors, LLC | 40,341 | $979.9K | 0.01% | −8,003−16.6% | Reduced |
| KBC Group NV | 41,600 | $1.01M | 0.00% | +30,186+264.5% | Added |
| Advisor Group Holdings, Inc. | 41,826 | $1.02M | 0.00% | −34,469−45.2% | Reduced |
| HighTower Advisors, LLC | 41,904 | $1.02M | 0.00% | +18,724+80.8% | Added |
| Trexquant Investment LP | 42,586 | $1.03M | 0.01% | −641,560−93.8% | Reduced |
| Magnetar Financial LLC | 43,216 | $1.05M | 0.01% | +43,216 | New |
| Xponance, Inc. | 43,269 | $1.05M | 0.01% | +9,001+26.3% | Added |
| Equitable Holdings, Inc. | 41,467 | $1.07M | 0.01% | +11,817+39.9% | Added |
| Kestra Private Wealth Services, LLC | 43,892 | $1.07M | 0.01% | −190−0.4% | Reduced |
| State of Alaska, Department of Revenue | 44,234 | $1.07M | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 44,687 | $1.09M | 0.55% | +44,687 | New |
| American Financial Group Inc | 45,000 | $1.09M | 0.41% | −50,000−52.6% | Reduced |
| Wealthstar Advisors, LLC | 45,240 | $1.10M | 0.65% | +45,240 | New |
| Essential Partners LLC | 46,322 | $1.13M | 0.38% | −760−1.6% | Reduced |
| Aviance Capital Partners, LLC | 46,805 | $1.14M | 0.13% | +51+0.1% | Added |
| Prana Capital Management, LP | 47,227 | $1.15M | 0.04% | −358,258−88.4% | Reduced |
| Mutual of America Capital Management LLC | 47,228 | $1.15M | 0.01% | −568−1.2% | Reduced |
| Jackson Creek Investment Advisors LLC | 48,272 | $1.17M | 0.35% | +224+0.5% | Added |
| American Century Companies Inc | 48,398 | $1.18M | 0.00% | −91,492−65.4% | Reduced |
| Savant Capital, LLC | 48,711 | $1.18M | 0.01% | +14,451+42.2% | Added |
| Contravisory Investment Management, Inc. | 48,970 | $1.19M | 0.24% | −172−0.4% | Reduced |
| Merit Financial Group, LLC | 49,381 | $1.20M | 0.01% | +9,030+22.4% | Added |