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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 50,053 | $1.22M | 0.01% | +4,519+9.9% | Added |
| Advisory Research Inc | 50,281 | $1.22M | 0.15% | +6,420+14.6% | Added |
| ARGA Investment Management, LP | 50,321 | $1.22M | 0.04% | −14,471−22.3% | Reduced |
| Guggenheim Capital LLC | 50,700 | $1.23M | 0.01% | +1,111+2.2% | Added |
| Oregon Public Employees Retirement Fund | 50,835 | $1.23M | 0.02% | −100−0.2% | Reduced |
| Yousif Capital Management, LLC | 51,406 | $1.25M | 0.01% | −1,525−2.9% | Reduced |
| Illinois Municipal Retirement Fund | 51,617 | $1.25M | 0.02% | +51,617 | New |
| Quantbot Technologies LP | 52,177 | $1.27M | 0.05% | +52,177 | New |
| MML Investors Services, LLC | 53,459 | $1.30M | 0.00% | −8,001−13.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,172 | $1.32M | 0.00% | +16,027+42.0% | Added |
| Commonwealth Equity Services, LLC | 54,762 | $1.33M | 0.00% | −20,867−27.6% | Reduced |
| Kentucky Retirement Systems | 36,598 | $1.33M | 0.10% | +36,598 | New |
| Foundations Investment Advisors, LLC | 55,590 | $1.35M | 0.02% | +5,785+11.6% | Added |
| CSS LLC | 55,933 | $1.36M | 0.08% | −14,600−20.7% | Reduced |
| AE Wealth Management LLC | 56,270 | $1.37M | 0.01% | +10,278+22.3% | Added |
| Nisa Investment Advisors, LLC | 56,823 | $1.38M | 0.01% | +1,663+3.0% | Added |
| Buckley Wealth Management, LLC | 56,960 | $1.38M | 0.35% | −1,900−3.2% | Reduced |
| Allstate Corp | 57,259 | $1.39M | 0.01% | +57,259 | New |
| Parrish Capital LLC | 58,426 | $1.42M | 1.26% | −786−1.3% | Reduced |
| Axq Capital, LP | 58,590 | $1.42M | 0.18% | +58,590 | New |
| Great Lakes Advisors, LLC | 58,614 | $1.42M | 0.01% | +58,614 | New |
| Brighton Jones LLC | 58,774 | $1.43M | 0.03% | +58,774 | New |
| South Dakota Investment Council | 58,879 | $1.43M | 0.03% | −25,015−29.8% | Reduced |
| Rothschild Investment LLC | 60,083 | $1.46M | 0.08% | +9,014+17.7% | Added |
| Summit Trail Advisors, LLC | 61,564 | $1.50M | 0.02% | +1,664+2.8% | Added |
| SG Americas Securities, LLC | 62,341 | $1.51M | 0.00% | −233,011−78.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 63,030 | $1.53M | 0.01% | +10,733+20.5% | Added |
| Allworth Financial LP | 63,339 | $1.54M | 0.01% | +2,551+4.2% | Added |
| State of Wisconsin Investment Board | 65,865 | $1.60M | 0.00% | +10,402+18.8% | Added |
| Greenwood Capital Associates LLC | 66,152 | $1.61M | 0.18% | −3,521−5.1% | Reduced |
| FORA Capital, LLC | 66,449 | $1.61M | 0.12% | +66,449 | New |
| BNP Paribas | 66,573 | $1.61M | 0.05% | +66,573 | New |
| GWM Advisors LLC | 67,503 | $1.64M | 0.01% | +59,651+759.7% | Added |
| Teacher Retirement System of Texas | 67,668 | $1.64M | 0.01% | −2,507−3.6% | Reduced |
| UniSuper Management Pty Ltd | 67,714 | $1.64M | 0.01% | +926+1.4% | Added |
| Assetmark, Inc | 68,256 | $1.66M | 0.00% | +15,352+29.0% | Added |
| Gold Investment Management Ltd. | 69,017 | $1.68M | 0.52% | +1,875+2.8% | Added |
| NEOS Investment Management LLC | 69,674 | $1.69M | 0.01% | −5,174−6.9% | Reduced |
| JustInvest LLC | 71,862 | $1.75M | 0.02% | −1,610−2.2% | Reduced |
| Northstar Advisory Group, LLC | 71,978 | $1.75M | 0.67% | +71,978 | New |
| Highland Capital Management, LLC | 73,395 | $1.78M | 0.09% | −250−0.3% | Reduced |
| Mork Capital Management, LLC | 73,400 | $1.78M | 1.27% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 74,019 | $1.80M | 0.00% | +17,380+30.7% | Added |
| TD Asset Management Inc | 77,554 | $1.88M | 0.00% | +450+0.6% | Added |
| Pictet Asset Management Holding SA | 77,832 | $1.89M | 0.00% | +7,366+10.5% | Added |
| Cozad Asset Management Inc | 78,699 | $1.91M | 0.15% | −3,339−4.1% | Reduced |
| VARCOV Co. | 79,037 | $1.92M | 0.72% | +79,037 | New |
| Mount Lucas Management LP | 79,693 | $1.94M | 0.71% | +32,133+67.6% | Added |
| Asset Management One Co.,Ltd. | 80,287 | $1.95M | 0.01% | −377−0.5% | Reduced |
| Tudor Investment Corp Et Al | 80,800 | $1.96M | 0.01% | −331,893−80.4% | Reduced |
| Janney Montgomery Scott LLC | 82,708 | $2.01M | 0.00% | +49,319+147.7% | Added |
| Picton Mahoney Asset Management | 85,847 | $2.09M | 0.02% | −7,998−8.5% | Reduced |
| Neuberger Berman Group LLC | 86,584 | $2.10M | 0.00% | +4,944+6.1% | Added |
| Amalgamated Bank | 87,292 | $2.12M | 0.02% | +2,024+2.4% | Added |
| Wealthfront Advisers LLC | 87,376 | $2.12M | 0.00% | +1,152+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 87,634 | $2.13M | 0.00% | −10,409−10.6% | Reduced |
| Voya Investment Management LLC | 88,054 | $2.14M | 0.00% | −474−0.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 88,269 | $2.14M | 0.01% | +14,825+20.2% | Added |
| Vanguard Investments Australia, Ltd. | 90,129 | $2.19M | 0.01% | +90,129 | New |
| Handelsbanken Fonder AB | 91,700 | $2.23M | 0.01% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 94,286 | $2.29M | 0.01% | −403−0.4% | Reduced |
| Sterling Capital Management LLC | 95,093 | $2.31M | 0.04% | +73,517+340.7% | Added |
| Natixis Advisors, L.P. | 96,065 | $2.33M | 0.00% | +35,722+59.2% | Added |
| Captrust Financial Advisors | 96,541 | $2.34M | 0.00% | +12,838+15.3% | Added |
| Continental Advisors LLC | 97,690 | $2.37M | 1.47% | 00.0% | Unchanged |
| Arizona State Retirement System | 97,841 | $2.38M | 0.01% | −1,013−1.0% | Reduced |
| Colony Group, LLC | 98,052 | $2.38M | 0.00% | +14,442+17.3% | Added |
| Harmony Asset Management LLC | 98,144 | $2.38M | 0.73% | +3,607+3.8% | Added |
| CIBC Asset Management Inc | 99,453 | $2.42M | 0.01% | +381+0.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 100,594 | $2.44M | 0.01% | −169,111−62.7% | Reduced |
| KLP Kapitalforvaltning AS | 100,700 | $2.45M | 0.01% | +2,100+2.1% | Added |
| Truist Financial Corp | 101,143 | $2.46M | 0.00% | +377+0.4% | Added |
| Baird Financial Group, Inc. | 101,291 | $2.46M | 0.00% | −3,313−3.2% | Reduced |
| MetLife Investment Management | 102,430 | $2.49M | 0.01% | −2,938−2.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,427 | $2.51M | 0.01% | −104−0.1% | Reduced |
| Pathstone Holdings, LLC | 110,532 | $2.68M | 0.01% | −6,936−5.9% | Reduced |
| Zacks Investment Management | 112,318 | $2.73M | 0.02% | +7,145+6.8% | Added |
| Ruffer LLP | 112,202 | $2.73M | 0.11% | +112,202 | New |
| State of New Jersey Common Pension Fund D | 113,659 | $2.76M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 114,522 | $2.78M | 0.01% | −3,289−2.8% | Reduced |
| State of Michigan Retirement System | 115,998 | $2.82M | 0.01% | −500−0.4% | Reduced |
| Lazard Asset Management LLC | 116,515 | $2.83M | 0.00% | +37,066+46.7% | Added |
| Vista Investment Partners II, LLC | 118,799 | $2.89M | 1.30% | +118,799 | New |
| Rafferty Asset Management, LLC | 119,997 | $2.91M | 0.01% | −32,769−21.5% | Reduced |
| Czech National Bank | 120,921 | $2.94M | 0.02% | +3,556+3.0% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $3.07M | 0.11% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 126,724 | $3.08M | 0.01% | +13,402+11.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 127,189 | $3.09M | 0.02% | −1,959−1.5% | Reduced |
| Great West Life Assurance Co | 129,463 | $3.15M | 0.01% | +7,544+6.2% | Added |
| Caption Management, LLC | 130,000 | $3.16M | 0.15% | −269,800−67.5% | Reduced |
| Havemeyer Place LP | 130,219 | $3.16M | 0.36% | +93,499+254.6% | Added |
| QRG Capital Management, Inc. | 134,628 | $3.27M | 0.03% | +4,148+3.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 135,048 | $3.28M | 0.01% | +26,127+24.0% | Added |
| Mackenzie Financial Corp | 135,594 | $3.29M | 0.00% | −19,999−12.9% | Reduced |
| Man Group plc | 136,864 | $3.32M | 0.01% | +65,182+90.9% | Added |
| ProShare Advisors LLC | 142,989 | $3.47M | 0.01% | −4,664−3.2% | Reduced |
| Cetera Investment Advisers | 145,255 | $3.53M | 0.00% | +13,137+9.9% | Added |
| Del-Sette Capital Management, LLC | 146,655 | $3.56M | 2.13% | +10,335+7.6% | Added |
| Hancock Whitney Corp | 139,630 | $3.65M | 0.06% | +5,502+4.1% | Added |
| Treasurer of the State of North Carolina | 155,799 | $3.78M | 0.01% | +3,322+2.2% | Added |