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 |
|---|---|---|---|---|---|
| Mubadala Investment Co PJSC | 156,035 | $3.79M | 0.02% | −16,433−9.5% | Reduced |
| Financial Sense Advisors, Inc. | 158,255 | $3.84M | 0.78% | +118+0.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 158,674 | $3.85M | 0.03% | +6,197+4.1% | Added |
| CIBC Bancorp USA Inc. | 161,779 | $3.93M | 0.01% | +161,779 | New |
| The PNC Financial Services Group, Inc. | 165,696 | $4.02M | 0.00% | −39,919−19.4% | Reduced |
| Janus Henderson Group PLC | 165,886 | $4.03M | 0.00% | +8,396+5.3% | Added |
| Storebrand Asset Management AS | 166,983 | $4.06M | 0.01% | +982+0.6% | Added |
| Landscape Capital Management, L.L.C. | 172,064 | $4.18M | 0.27% | +54,632+46.5% | Added |
| Rathbone Brothers plc | 172,380 | $4.19M | 0.02% | +1,900+1.1% | Added |
| Jones Financial Companies LLLP | 181,084 | $4.20M | 0.00% | +20,445+12.7% | Added |
| Cacti Asset Management LLC | 175,180 | $4.26M | 0.26% | −3,000−1.7% | Reduced |
| Cinctive Capital Management LP | 177,881 | $4.32M | 0.28% | +177,881 | New |
| Convergence Investment Partners, LLC | 178,323 | $4.33M | 0.71% | +41,858+30.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 180,167 | $4.38M | 0.01% | −21,889−10.8% | Reduced |
| Vista Investment Partners LLC | 186,645 | $4.53M | 1.20% | +186,645 | New |
| Mercer Global Advisors Inc | 194,929 | $4.73M | 0.01% | +27,910+16.7% | Added |
| Jump Financial, LLC | 197,601 | $4.80M | 0.07% | +197,601 | New |
| LPL Financial LLC | 198,184 | $4.81M | 0.00% | −106,048−34.9% | Reduced |
| State of Tennessee, Treasury Department | 200,170 | $4.86M | 0.02% | −247,164−55.3% | Reduced |
| D.A. Davidson & Co. | 204,797 | $4.97M | 0.03% | +8,124+4.1% | Added |
| Toronto Dominion Bank | 205,439 | $4.99M | 0.01% | −54,953−21.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 207,800 | $5.05M | 0.30% | +207,800 | New |
| Mitsubishi UFJ Trust & Banking Corp | 211,743 | $5.14M | 0.01% | −65,553−23.6% | Reduced |
| Gabelli Funds LLC | 215,000 | $5.22M | 0.04% | 00.0% | Unchanged |
| Olstein Capital Management, L.P. | 217,000 | $5.27M | 1.15% | −16,000−6.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 218,734 | $5.31M | 0.02% | −6,973−3.1% | Reduced |
| Susquehanna International Group, LLP | 221,343 | $5.38M | 0.01% | −124,418−36.0% | Reduced |
| Winton Group Ltd | 222,960 | $5.42M | 0.19% | +194,960+696.3% | Added |
| CI Private Wealth, LLC | 227,011 | $5.47M | 0.01% | +139,370+159.0% | Added |
| Erste Asset Management GmbH | 243,163 | $5.66M | 0.05% | +31,550+14.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 233,614 | $5.67M | 0.01% | +54,321+30.3% | Added |
| Creative Planning | 241,364 | $5.86M | 0.00% | +57,957+31.6% | Added |
| Stifel Financial Corp | 241,540 | $5.87M | 0.01% | +34,549+16.7% | Added |
| New York State Common Retirement Fund | 242,590 | $5.89M | 0.01% | −8,000−3.2% | Reduced |
| Victory Capital Management Inc | 248,464 | $6.04M | 0.00% | +22,606+10.0% | Added |
| Wellington Management Group LLP | 252,149 | $6.12M | 0.00% | +36,171+16.7% | Added |
| Poehling Capital Management, LLC | 252,999 | $6.15M | 1.29% | −382−0.2% | Reduced |
| Prudential Financial Inc | 255,260 | $6.20M | 0.01% | −454,162−64.0% | Reduced |
| National Bank of Canada | 256,181 | $6.22M | 0.01% | +6,899+2.8% | Added |
| Robeco Institutional Asset Management B.V. | 256,836 | $6.24M | 0.01% | +1,542+0.6% | Added |
| Wesleyan Assurance Society | 258,136 | $6.27M | 0.37% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 259,797 | $6.31M | 0.01% | +259,797 | New |
| Vontobel Holding Ltd. | 260,742 | $6.33M | 0.02% | +107,500+70.2% | Added |
| Holocene Advisors, LP | 271,480 | $6.59M | 0.02% | −2,196,459−89.0% | Reduced |
| Ibex Wealth Advisors | 271,581 | $6.60M | 0.61% | +254,943+1,532.3% | Added |
| Algert Global LLC | 276,597 | $6.72M | 0.10% | −171,210−38.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 282,691 | $6.87M | 0.13% | +33,079+13.3% | Added |
| Manufacturers Life Insurance Company, The | 285,884 | $6.94M | 0.01% | −14,689−4.9% | Reduced |
| Russell Investments Group, Ltd. | 295,971 | $7.19M | 0.01% | +103,378+53.7% | Added |
| CWM, LLC | 296,702 | $7.21M | 0.02% | +61,370+26.1% | Added |
| Citadel Advisors LLC | 308,512 | $7.49M | 0.01% | −553,798−64.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 317,414 | $7.71M | 0.06% | +153,134+93.2% | Added |
| Cambridge Financial Group, Inc. | 323,845 | $7.87M | 2.94% | +9,220+2.9% | Added |
| Vanguard Asset Management, Ltd | 328,387 | $7.98M | 0.01% | +328,387 | New |
| Live Oak Private Wealth LLC | 338,777 | $8.23M | 1.15% | −8,000−2.3% | Reduced |
| Capital Fund Management S.A. | 339,966 | $8.26M | 0.07% | +207,512+156.7% | Added |
| ExodusPoint Capital Management, LP | 343,851 | $8.35M | 0.08% | +343,851 | New |
| New York State Teachers Retirement System | 356,158 | $8.65M | 0.02% | −43,009−10.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 356,169 | $8.65M | 0.01% | −5,700−1.6% | Reduced |
| Mariner, LLC | 367,376 | $8.92M | 0.01% | +66,686+22.2% | Added |
| State Board of Administration of Florida Retirement System | 369,686 | $8.98M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 380,905 | $9.25M | 0.00% | +232,676+157.0% | Added |
| Two Sigma Investments, LP | 387,145 | $9.40M | 0.01% | +225,034+138.8% | Added |
| Thrivent Financial for Lutherans | 395,960 | $9.62M | 0.02% | −52,208−11.6% | Reduced |
| California State Teachers Retirement System | 417,476 | $10.1M | 0.01% | +79,273+23.4% | Added |
| Governors Lane LP | 427,500 | $10.4M | 1.30% | +96,571+29.2% | Added |
| Canada Pension Plan Investment Board | 460,800 | $11.2M | 0.01% | +15,700+3.5% | Added |
| Endure Capital Management, LLC | 461,606 | $11.2M | 7.79% | +461,606 | New |
| Wealthcare Capital Management LLC | 465,545 | $11.3M | 1.13% | −33,000−6.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 538,767 | $13.1M | 0.01% | +40,497+8.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 575,286 | $14.0M | 0.21% | 00.0% | Unchanged |
| FMR LLC | 578,781 | $14.1M | 0.00% | −141,393−19.6% | Reduced |
| Credit Agricole S A | 649,332 | $15.8M | 0.05% | +21,611+3.4% | Added |
| Royal Bank of Canada | 661,711 | $16.1M | 0.00% | −68,891−9.4% | Reduced |
| HSBC Holdings PLC | 674,037 | $16.4M | 0.01% | +242,949+56.4% | Added |
| Legal & General Group Plc | 683,451 | $16.6M | 0.00% | −45,445−6.2% | Reduced |
| California Public Employees Retirement System | 698,485 | $17.0M | 0.01% | +12,802+1.9% | Added |
| Cerity Partners LLC | 702,134 | $17.1M | 0.02% | −3,111−0.4% | Reduced |
| Swiss National Bank | 703,500 | $17.1M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 745,686 | $18.1M | 0.02% | −26,574−3.4% | Reduced |
| Bank of Montreal | 806,117 | $19.6M | 0.01% | +498,798+162.3% | Added |
| Franklin Resources Inc | 820,429 | $19.9M | 0.00% | +147,400+21.9% | Added |
| Principal Financial Group Inc | 824,547 | $20.0M | 0.01% | +43,322+5.5% | Added |
| Squarepoint Ops LLC | 827,522 | $20.1M | 0.04% | +301,969+57.5% | Added |
| Voloridge Investment Management, LLC | 906,701 | $22.0M | 0.09% | +906,701 | New |
| Ieq Capital, LLC | 914,384 | $22.2M | 0.10% | −1,459−0.2% | Reduced |
| Engineers Gate Manager LP | 921,326 | $22.4M | 0.28% | −140,315−13.2% | Reduced |
| Todd Asset Management LLC | 926,713 | $22.5M | 0.44% | +926,713 | New |
| Teachers Retirement System of the State of Kentucky | 960,441 | $23.3M | 0.18% | +925,300+2,633.1% | Added |
| Vanguard Global Advisers, LLC | 971,950 | $23.6M | 0.01% | +971,950 | New |
| UBS Asset Management Americas Inc | 1,005,401 | $24.4M | 0.01% | +58,971+6.2% | Added |
| Amundi | 1,042,100 | $25.3M | 0.01% | −972,700−48.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,091,049 | $26.5M | 0.02% | −334,479−23.5% | Reduced |
| Delta Global Management LP | 1,122,257 | $27.3M | 2.23% | −214,339−16.0% | Reduced |
| Alyeska Investment Group, L.P. | 1,167,558 | $28.4M | 0.08% | +1,167,558 | New |
| Allianz Asset Management GmbH | 1,181,971 | $28.7M | 0.03% | −200,206−14.5% | Reduced |
| Letko, Brosseau & Associates Inc | 1,198,263 | $29.1M | 0.47% | −377,200−23.9% | Reduced |
| Basswood Capital Management, L.L.C. | 1,204,285 | $29.3M | 1.49% | +87,133+7.8% | Added |
| Raymond James Financial Inc | 1,223,526 | $29.7M | 0.01% | +206,187+20.3% | Added |
| Wedge Capital Management L L P | 1,236,013 | $30.0M | 0.55% | −29,852−2.4% | Reduced |