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 |
|---|---|---|---|---|---|
| JustInvest LLC | 71,862 | $1.75M | 0.02% | −1,610−2.2% | Reduced |
| NEOS Investment Management LLC | 69,674 | $1.69M | 0.01% | −5,174−6.9% | Reduced |
| Gold Investment Management Ltd. | 69,017 | $1.68M | 0.52% | +1,875+2.8% | Added |
| Assetmark, Inc | 68,256 | $1.66M | 0.00% | +15,352+29.0% | Added |
| UniSuper Management Pty Ltd | 67,714 | $1.64M | 0.01% | +926+1.4% | Added |
| Teacher Retirement System of Texas | 67,668 | $1.64M | 0.01% | −2,507−3.6% | Reduced |
| GWM Advisors LLC | 67,503 | $1.64M | 0.01% | +59,651+759.7% | Added |
| BNP Paribas | 66,573 | $1.61M | 0.05% | +66,573 | New |
| FORA Capital, LLC | 66,449 | $1.61M | 0.12% | +66,449 | New |
| Greenwood Capital Associates LLC | 66,152 | $1.61M | 0.18% | −3,521−5.1% | Reduced |
| State of Wisconsin Investment Board | 65,865 | $1.60M | 0.00% | +10,402+18.8% | Added |
| Allworth Financial LP | 63,339 | $1.54M | 0.01% | +2,551+4.2% | Added |
| O'Shaughnessy Asset Management, LLC | 63,030 | $1.53M | 0.01% | +10,733+20.5% | Added |
| SG Americas Securities, LLC | 62,341 | $1.51M | 0.00% | −233,011−78.9% | Reduced |
| Summit Trail Advisors, LLC | 61,564 | $1.50M | 0.02% | +1,664+2.8% | Added |
| Rothschild Investment LLC | 60,083 | $1.46M | 0.08% | +9,014+17.7% | Added |
| South Dakota Investment Council | 58,879 | $1.43M | 0.03% | −25,015−29.8% | Reduced |
| Brighton Jones LLC | 58,774 | $1.43M | 0.03% | +58,774 | New |
| Great Lakes Advisors, LLC | 58,614 | $1.42M | 0.01% | +58,614 | New |
| Axq Capital, LP | 58,590 | $1.42M | 0.18% | +58,590 | New |
| Parrish Capital LLC | 58,426 | $1.42M | 1.26% | −786−1.3% | Reduced |
| Allstate Corp | 57,259 | $1.39M | 0.01% | +57,259 | New |
| Buckley Wealth Management, LLC | 56,960 | $1.38M | 0.35% | −1,900−3.2% | Reduced |
| Nisa Investment Advisors, LLC | 56,823 | $1.38M | 0.01% | +1,663+3.0% | Added |
| AE Wealth Management LLC | 56,270 | $1.37M | 0.01% | +10,278+22.3% | Added |
| CSS LLC | 55,933 | $1.36M | 0.08% | −14,600−20.7% | Reduced |
| Foundations Investment Advisors, LLC | 55,590 | $1.35M | 0.02% | +5,785+11.6% | Added |
| Kentucky Retirement Systems | 36,598 | $1.33M | 0.10% | +36,598 | New |
| Commonwealth Equity Services, LLC | 54,762 | $1.33M | 0.00% | −20,867−27.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 54,172 | $1.32M | 0.00% | +16,027+42.0% | Added |
| MML Investors Services, LLC | 53,459 | $1.30M | 0.00% | −8,001−13.0% | Reduced |
| Quantbot Technologies LP | 52,177 | $1.27M | 0.05% | +52,177 | New |
| Illinois Municipal Retirement Fund | 51,617 | $1.25M | 0.02% | +51,617 | New |
| Yousif Capital Management, LLC | 51,406 | $1.25M | 0.01% | −1,525−2.9% | Reduced |
| Oregon Public Employees Retirement Fund | 50,835 | $1.23M | 0.02% | −100−0.2% | Reduced |
| Guggenheim Capital LLC | 50,700 | $1.23M | 0.01% | +1,111+2.2% | Added |
| ARGA Investment Management, LP | 50,321 | $1.22M | 0.04% | −14,471−22.3% | Reduced |
| Advisory Research Inc | 50,281 | $1.22M | 0.15% | +6,420+14.6% | Added |
| Buckingham Strategic Partners | 50,053 | $1.22M | 0.01% | +4,519+9.9% | Added |
| Merit Financial Group, LLC | 49,381 | $1.20M | 0.01% | +9,030+22.4% | Added |
| Contravisory Investment Management, Inc. | 48,970 | $1.19M | 0.24% | −172−0.4% | Reduced |
| Savant Capital, LLC | 48,711 | $1.18M | 0.01% | +14,451+42.2% | Added |
| American Century Companies Inc | 48,398 | $1.18M | 0.00% | −91,492−65.4% | Reduced |
| Jackson Creek Investment Advisors LLC | 48,272 | $1.17M | 0.35% | +224+0.5% | Added |
| Mutual of America Capital Management LLC | 47,228 | $1.15M | 0.01% | −568−1.2% | Reduced |
| Prana Capital Management, LP | 47,227 | $1.15M | 0.04% | −358,258−88.4% | Reduced |
| Aviance Capital Partners, LLC | 46,805 | $1.14M | 0.13% | +51+0.1% | Added |
| Essential Partners LLC | 46,322 | $1.13M | 0.38% | −760−1.6% | Reduced |
| Wealthstar Advisors, LLC | 45,240 | $1.10M | 0.65% | +45,240 | New |
| American Financial Group Inc | 45,000 | $1.09M | 0.41% | −50,000−52.6% | Reduced |
| Friedenthal Financial | 44,687 | $1.09M | 0.55% | +44,687 | New |
| State of Alaska, Department of Revenue | 44,234 | $1.07M | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 43,892 | $1.07M | 0.01% | −190−0.4% | Reduced |
| Equitable Holdings, Inc. | 41,467 | $1.07M | 0.01% | +11,817+39.9% | Added |
| Xponance, Inc. | 43,269 | $1.05M | 0.01% | +9,001+26.3% | Added |
| Magnetar Financial LLC | 43,216 | $1.05M | 0.01% | +43,216 | New |
| Trexquant Investment LP | 42,586 | $1.03M | 0.01% | −641,560−93.8% | Reduced |
| HighTower Advisors, LLC | 41,904 | $1.02M | 0.00% | +18,724+80.8% | Added |
| Advisor Group Holdings, Inc. | 41,826 | $1.02M | 0.00% | −34,469−45.2% | Reduced |
| KBC Group NV | 41,600 | $1.01M | 0.00% | +30,186+264.5% | Added |
| Sequoia Financial Advisors, LLC | 40,341 | $979.9K | 0.01% | −8,003−16.6% | Reduced |
| Integrated Wealth Concepts LLC | 40,331 | $979.6K | 0.01% | +15,782+64.3% | Added |
| Pallas Capital Advisors LLC | 40,102 | $974.1K | 0.04% | −865−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 39,330 | $955.3K | 0.00% | +8,427+27.3% | Added |
| Neo Ivy Capital Management | 39,135 | $950.6K | 0.25% | −1,813−4.4% | Reduced |
| GAMMA Investing LLC | 37,857 | $919.5K | 0.04% | +2,406+6.8% | Added |
| Wealthcare Advisory Partners LLC | 37,540 | $911.9K | 0.02% | −3,548−8.6% | Reduced |
| Ethic Inc. | 37,251 | $904.8K | 0.01% | −8,835−19.2% | Reduced |
| Guinness Asset Management LTD | 37,033 | $899.5K | 0.02% | −400−1.1% | Reduced |
| Daiwa Securities Group Inc. | 36,190 | $879.1K | 0.00% | +1,980+5.8% | Added |
| Twin Capital Management Inc | 35,988 | $874.1K | 0.11% | −891−2.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 35,901 | $872.0K | 0.35% | −542−1.5% | Reduced |
| Private Advisor Group, LLC | 35,701 | $867.2K | 0.00% | +1,451+4.2% | Added |
| Polymer Capital Management (US) LLC | 35,234 | $855.8K | 0.13% | +12,352+54.0% | Added |
| Sanctuary Advisors, LLC | 33,374 | $810.7K | 0.00% | +14,317+75.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,060 | $803.0K | 0.00% | −469,728−93.4% | Reduced |
| Toroso Investments, LLC | 32,018 | $777.7K | 0.00% | +23,493+275.6% | Added |
| Campbell & CO Investment Adviser LLC | 31,676 | $769.4K | 0.04% | +31,676 | New |
| F/M Investments LLC | 31,528 | $765.8K | 0.05% | −29,123−48.0% | Reduced |
| Ensign Peak Advisors, Inc | 30,675 | $745.1K | 0.00% | −14,680−32.4% | Reduced |
| BTG Pactual Asset Management US LLC | 30,481 | $740.4K | 0.07% | +30,481 | New |
| NorthCrest Asset Manangement, LLC | 30,587 | $738.4K | 0.02% | −7,783−20.3% | Reduced |
| Quilter Plc | 30,000 | $728.7K | 0.01% | −2,245−7.0% | Reduced |
| Public Employees Retirement Association of Colorado | 29,961 | $728.0K | 0.00% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 29,708 | $721.6K | 0.02% | +5,353+22.0% | Added |
| Evergreen Capital Management LLC | 29,667 | $720.6K | 0.02% | +7,935+36.5% | Added |
| Arvest Bank Trust Division | 29,635 | $719.8K | 0.04% | +943+3.3% | Added |
| Crossmark Global Holdings, Inc. | 29,528 | $717.2K | 0.01% | −330−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 26,910 | $687.8K | 0.02% | +12,986+93.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 27,897 | $677.6K | 0.00% | −81,698−74.5% | Reduced |
| Norinchukin Bank, The | 27,703 | $672.9K | 0.01% | −32−0.1% | Reduced |
| Advisory Services Network, LLC | 27,474 | $667.4K | 0.01% | +709+2.6% | Added |
| Advisors Asset Management, Inc. | 27,206 | $660.8K | 0.01% | −642−2.3% | Reduced |
| Emerald Investment Advisers, LLC | 26,993 | $655.6K | 0.06% | +26,993 | New |
| Mizuho Securities USA LLC | 26,842 | $652.0K | 0.02% | −5,567−17.2% | Reduced |
| Krilogy Financial LLC | 26,977 | $647.7K | 0.02% | +716+2.7% | Added |
| Bull Harbor Capital LLC | 26,071 | $633.3K | 0.17% | +26,071 | New |
| Stock Yards Bank & Trust Co | 26,042 | $632.6K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 25,826 | $627.3K | 0.00% | −251−1.0% | Reduced |
| HB Wealth Management, LLC | 25,529 | $620.1K | 0.00% | +7,154+38.9% | Added |