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 |
|---|---|---|---|---|---|
| National Bank of Canada | 256,181 | $6.22M | 0.01% | +6,899+2.8% | Added |
| Prudential Financial Inc | 255,260 | $6.20M | 0.01% | −454,162−64.0% | Reduced |
| Poehling Capital Management, LLC | 252,999 | $6.15M | 1.29% | −382−0.2% | Reduced |
| Wellington Management Group LLP | 252,149 | $6.12M | 0.00% | +36,171+16.7% | Added |
| Victory Capital Management Inc | 248,464 | $6.04M | 0.00% | +22,606+10.0% | Added |
| New York State Common Retirement Fund | 242,590 | $5.89M | 0.01% | −8,000−3.2% | Reduced |
| Stifel Financial Corp | 241,540 | $5.87M | 0.01% | +34,549+16.7% | Added |
| Creative Planning | 241,364 | $5.86M | 0.00% | +57,957+31.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 233,614 | $5.67M | 0.01% | +54,321+30.3% | Added |
| Erste Asset Management GmbH | 243,163 | $5.66M | 0.05% | +31,550+14.9% | Added |
| CI Private Wealth, LLC | 227,011 | $5.47M | 0.01% | +139,370+159.0% | Added |
| Winton Group Ltd | 222,960 | $5.42M | 0.19% | +194,960+696.3% | Added |
| Susquehanna International Group, LLP | 221,343 | $5.38M | 0.01% | −124,418−36.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 218,734 | $5.31M | 0.02% | −6,973−3.1% | Reduced |
| Olstein Capital Management, L.P. | 217,000 | $5.27M | 1.15% | −16,000−6.9% | Reduced |
| Gabelli Funds LLC | 215,000 | $5.22M | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 211,743 | $5.14M | 0.01% | −65,553−23.6% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 207,800 | $5.05M | 0.30% | +207,800 | New |
| Toronto Dominion Bank | 205,439 | $4.99M | 0.01% | −54,953−21.1% | Reduced |
| D.A. Davidson & Co. | 204,797 | $4.97M | 0.03% | +8,124+4.1% | Added |
| State of Tennessee, Treasury Department | 200,170 | $4.86M | 0.02% | −247,164−55.3% | Reduced |
| LPL Financial LLC | 198,184 | $4.81M | 0.00% | −106,048−34.9% | Reduced |
| Jump Financial, LLC | 197,601 | $4.80M | 0.07% | +197,601 | New |
| Mercer Global Advisors Inc | 194,929 | $4.73M | 0.01% | +27,910+16.7% | Added |
| Vista Investment Partners LLC | 186,645 | $4.53M | 1.20% | +186,645 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 180,167 | $4.38M | 0.01% | −21,889−10.8% | Reduced |
| Convergence Investment Partners, LLC | 178,323 | $4.33M | 0.71% | +41,858+30.7% | Added |
| Cinctive Capital Management LP | 177,881 | $4.32M | 0.28% | +177,881 | New |
| Cacti Asset Management LLC | 175,180 | $4.26M | 0.26% | −3,000−1.7% | Reduced |
| Jones Financial Companies LLLP | 181,084 | $4.20M | 0.00% | +20,445+12.7% | Added |
| Rathbone Brothers plc | 172,380 | $4.19M | 0.02% | +1,900+1.1% | Added |
| Landscape Capital Management, L.L.C. | 172,064 | $4.18M | 0.27% | +54,632+46.5% | Added |
| Storebrand Asset Management AS | 166,983 | $4.06M | 0.01% | +982+0.6% | Added |
| Janus Henderson Group PLC | 165,886 | $4.03M | 0.00% | +8,396+5.3% | Added |
| The PNC Financial Services Group, Inc. | 165,696 | $4.02M | 0.00% | −39,919−19.4% | Reduced |
| CIBC Bancorp USA Inc. | 161,779 | $3.93M | 0.01% | +161,779 | New |
| Police & Firemen's Retirement System of New Jersey | 158,674 | $3.85M | 0.03% | +6,197+4.1% | Added |
| Financial Sense Advisors, Inc. | 158,255 | $3.84M | 0.78% | +118+0.1% | Added |
| Mubadala Investment Co PJSC | 156,035 | $3.79M | 0.02% | −16,433−9.5% | Reduced |
| Treasurer of the State of North Carolina | 155,799 | $3.78M | 0.01% | +3,322+2.2% | Added |
| Hancock Whitney Corp | 139,630 | $3.65M | 0.06% | +5,502+4.1% | Added |
| Del-Sette Capital Management, LLC | 146,655 | $3.56M | 2.13% | +10,335+7.6% | Added |
| Cetera Investment Advisers | 145,255 | $3.53M | 0.00% | +13,137+9.9% | Added |
| ProShare Advisors LLC | 142,989 | $3.47M | 0.01% | −4,664−3.2% | Reduced |
| Man Group plc | 136,864 | $3.32M | 0.01% | +65,182+90.9% | Added |
| Mackenzie Financial Corp | 135,594 | $3.29M | 0.00% | −19,999−12.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 135,048 | $3.28M | 0.01% | +26,127+24.0% | Added |
| QRG Capital Management, Inc. | 134,628 | $3.27M | 0.03% | +4,148+3.2% | Added |
| Havemeyer Place LP | 130,219 | $3.16M | 0.36% | +93,499+254.6% | Added |
| Caption Management, LLC | 130,000 | $3.16M | 0.15% | −269,800−67.5% | Reduced |
| Great West Life Assurance Co | 129,463 | $3.15M | 0.01% | +7,544+6.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 127,189 | $3.09M | 0.02% | −1,959−1.5% | Reduced |
| Public Sector Pension Investment Board | 126,724 | $3.08M | 0.01% | +13,402+11.8% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $3.07M | 0.11% | 00.0% | Unchanged |
| Czech National Bank | 120,921 | $2.94M | 0.02% | +3,556+3.0% | Added |
| Rafferty Asset Management, LLC | 119,997 | $2.91M | 0.01% | −32,769−21.5% | Reduced |
| Vista Investment Partners II, LLC | 118,799 | $2.89M | 1.30% | +118,799 | New |
| Lazard Asset Management LLC | 116,515 | $2.83M | 0.00% | +37,066+46.7% | Added |
| State of Michigan Retirement System | 115,998 | $2.82M | 0.01% | −500−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 114,522 | $2.78M | 0.01% | −3,289−2.8% | Reduced |
| State of New Jersey Common Pension Fund D | 113,659 | $2.76M | 0.01% | 00.0% | Unchanged |
| Ruffer LLP | 112,202 | $2.73M | 0.11% | +112,202 | New |
| Zacks Investment Management | 112,318 | $2.73M | 0.02% | +7,145+6.8% | Added |
| Pathstone Holdings, LLC | 110,532 | $2.68M | 0.01% | −6,936−5.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,427 | $2.51M | 0.01% | −104−0.1% | Reduced |
| MetLife Investment Management | 102,430 | $2.49M | 0.01% | −2,938−2.8% | Reduced |
| Baird Financial Group, Inc. | 101,291 | $2.46M | 0.00% | −3,313−3.2% | Reduced |
| Truist Financial Corp | 101,143 | $2.46M | 0.00% | +377+0.4% | Added |
| KLP Kapitalforvaltning AS | 100,700 | $2.45M | 0.01% | +2,100+2.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 100,594 | $2.44M | 0.01% | −169,111−62.7% | Reduced |
| CIBC Asset Management Inc | 99,453 | $2.42M | 0.01% | +381+0.4% | Added |
| Harmony Asset Management LLC | 98,144 | $2.38M | 0.73% | +3,607+3.8% | Added |
| Colony Group, LLC | 98,052 | $2.38M | 0.00% | +14,442+17.3% | Added |
| Arizona State Retirement System | 97,841 | $2.38M | 0.01% | −1,013−1.0% | Reduced |
| Continental Advisors LLC | 97,690 | $2.37M | 1.47% | 00.0% | Unchanged |
| Captrust Financial Advisors | 96,541 | $2.34M | 0.00% | +12,838+15.3% | Added |
| Natixis Advisors, L.P. | 96,065 | $2.33M | 0.00% | +35,722+59.2% | Added |
| Sterling Capital Management LLC | 95,093 | $2.31M | 0.04% | +73,517+340.7% | Added |
| Retirement Systems of Alabama | 94,286 | $2.29M | 0.01% | −403−0.4% | Reduced |
| Handelsbanken Fonder AB | 91,700 | $2.23M | 0.01% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 90,129 | $2.19M | 0.01% | +90,129 | New |
| Mirae Asset Global Investments Co., Ltd. | 88,269 | $2.14M | 0.01% | +14,825+20.2% | Added |
| Voya Investment Management LLC | 88,054 | $2.14M | 0.00% | −474−0.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 87,634 | $2.13M | 0.00% | −10,409−10.6% | Reduced |
| Wealthfront Advisers LLC | 87,376 | $2.12M | 0.00% | +1,152+1.3% | Added |
| Amalgamated Bank | 87,292 | $2.12M | 0.02% | +2,024+2.4% | Added |
| Neuberger Berman Group LLC | 86,584 | $2.10M | 0.00% | +4,944+6.1% | Added |
| Picton Mahoney Asset Management | 85,847 | $2.09M | 0.02% | −7,998−8.5% | Reduced |
| Janney Montgomery Scott LLC | 82,708 | $2.01M | 0.00% | +49,319+147.7% | Added |
| Tudor Investment Corp Et Al | 80,800 | $1.96M | 0.01% | −331,893−80.4% | Reduced |
| Asset Management One Co.,Ltd. | 80,287 | $1.95M | 0.01% | −377−0.5% | Reduced |
| Mount Lucas Management LP | 79,693 | $1.94M | 0.71% | +32,133+67.6% | Added |
| VARCOV Co. | 79,037 | $1.92M | 0.72% | +79,037 | New |
| Cozad Asset Management Inc | 78,699 | $1.91M | 0.15% | −3,339−4.1% | Reduced |
| Pictet Asset Management Holding SA | 77,832 | $1.89M | 0.00% | +7,366+10.5% | Added |
| TD Asset Management Inc | 77,554 | $1.88M | 0.00% | +450+0.6% | Added |
| Envestnet Asset Management Inc | 74,019 | $1.80M | 0.00% | +17,380+30.7% | Added |
| Mork Capital Management, LLC | 73,400 | $1.78M | 1.27% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 73,395 | $1.78M | 0.09% | −250−0.3% | Reduced |
| Northstar Advisory Group, LLC | 71,978 | $1.75M | 0.67% | +71,978 | New |