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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 25,406 | $617.1K | 0.00% | +3,402+15.5% | Added |
| Three Seasons Wealth, LLC | 25,369 | $616.2K | 0.24% | +25,369 | New |
| DRW Securities, LLC | 25,112 | $610.0K | 0.03% | +14,357+133.5% | Added |
| Hartford Investment Management Co | 24,816 | $602.8K | 0.02% | −604−2.4% | Reduced |
| Venture Visionary Partners LLC | 24,412 | $593.0K | 0.02% | −1,103−4.3% | Reduced |
| Evolve Private Wealth, LLC | 24,227 | $588.5K | 0.03% | +2,767+12.9% | Added |
| Kera Capital Partners, Inc. | 23,992 | $582.8K | 0.07% | +484+2.1% | Added |
| Farther Finance Advisors, LLC | 23,847 | $580.0K | 0.01% | −1,959−7.6% | Reduced |
| Louisiana State Employees Retirement System | 22,600 | $549.0K | 0.01% | −100−0.4% | Reduced |
| Standard Life Aberdeen plc | 22,564 | $548.1K | 0.00% | −42,419−65.3% | Reduced |
| Wedmont Private Capital | 22,610 | $547.4K | 0.02% | +1,374+6.5% | Added |
| MAI Capital Management | 22,254 | $540.5K | 0.00% | +6,275+39.3% | Added |
| Pacer Advisors, Inc. | 22,193 | $539.0K | 0.00% | −22,280−50.1% | Reduced |
| Syon Capital LLC | 22,141 | $537.8K | 0.03% | +1,392+6.7% | Added |
| Novare Capital Management LLC | 22,000 | $534.4K | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 21,982 | $533.9K | 0.05% | −67,648−75.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 21,785 | $529.2K | 0.01% | +10,404+91.4% | Added |
| Kestra Advisory Services, LLC | 21,501 | $522.3K | 0.00% | −256−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 21,459 | $521.9K | 0.00% | +1,088+5.3% | Added |
| Waddell & Associates, LLC | 21,400 | $519.8K | 0.03% | +7,800+57.4% | Added |
| Inceptionr LLC | 21,258 | $516.4K | 0.12% | −1,695−7.4% | Reduced |
| Tower Research Capital LLC (TRC) | 21,091 | $512.3K | 0.01% | −1,095−4.9% | Reduced |
| Keybank National Association | 21,037 | $511.0K | 0.00% | +3,873+22.6% | Added |
| Fieldview Capital Management, LLC | 21,018 | $510.5K | 0.15% | +4,198+25.0% | Added |
| RMB Capital Management, LLC | 20,858 | $506.6K | 0.01% | +8,817+73.2% | Added |
| Apollon Wealth Management, LLC | 20,841 | $506.2K | 0.01% | −605−2.8% | Reduced |
| OpenArc Corporate Advisory, LLC | 20,797 | $505.2K | 0.01% | −607−2.8% | Reduced |
| New Mexico Educational Retirement Board | 20,714 | $503.0K | 0.02% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 20,353 | $494.4K | 0.02% | +20,353 | New |
| Inscription Capital, LLC | 20,175 | $490.1K | 0.05% | +324+1.6% | Added |
| ING Groep NV | 20,165 | $489.8K | 0.00% | −379−1.8% | Reduced |
| Arvest Investments, Inc. | 20,075 | $487.6K | 0.07% | −513−2.5% | Reduced |
| 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 |
| Maryland State Retirement & Pension System | 19,628 | $476.8K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 19,345 | $470.0K | 0.00% | +1,396+7.8% | Added |
| Sagewood Asset Management LP | 19,282 | $468.4K | 0.15% | +3,825+24.7% | Added |
| EverSource Wealth Advisors, LLC | 19,269 | $468.0K | 0.01% | +4,880+33.9% | Added |
| Utah Retirement Systems | 19,237 | $467.3K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 19,150 | $465.2K | 0.02% | +3,168+19.8% | Added |
| M&T Bank Corp | 19,007 | $461.7K | 0.00% | +547+3.0% | Added |
| Wealth Management Associates, Inc. | 18,960 | $460.5K | 0.16% | −450−2.3% | Reduced |
| Kendall Capital Management | 18,925 | $459.7K | 0.09% | −400−2.1% | Reduced |
| Nomura Holdings Inc | 18,751 | $455.5K | 0.00% | +5,165+38.0% | Added |
| DnB Asset Management AS | 18,645 | $452.9K | 0.00% | +18,645 | New |
| Johnson Investment Counsel Inc | 18,444 | $448.0K | 0.00% | +6,300+51.9% | Added |
| MUFG Securities EMEA plc | 18,303 | $444.6K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 18,234 | $442.9K | 0.01% | +8,869+94.7% | Added |
| Bleakley Financial Group, LLC | 18,154 | $441.0K | 0.01% | +6,076+50.3% | Added |
| Natixis | 17,840 | $433.3K | 0.00% | +1,427+8.7% | Added |
| Virginia Retirement Systems Et Al | 17,650 | $428.7K | 0.00% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 17,536 | $425.9K | 0.13% | +8,302+89.9% | Added |
| Edmond de Rothschild Holding S.A. | 17,500 | $425.1K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 17,377 | $422.1K | 0.01% | −283−1.6% | Reduced |
| Group One Trading, L.P. | 17,355 | $421.6K | 0.01% | −206,837−92.3% | Reduced |
| Warren Averett Asset Management, LLC | 17,335 | $421.1K | 0.00% | +634+3.8% | Added |
| DGS Capital Management, LLC | 17,220 | $418.3K | 0.07% | +1,619+10.4% | Added |
| Commerce Bank | 17,133 | $416.2K | 0.00% | +7,527+78.4% | Added |
| Generali Asset Management SPA SGR | 17,071 | $414.7K | 0.01% | +2,462+16.9% | Added |
| Independent Advisor Alliance | 16,978 | $412.4K | 0.00% | +530+3.2% | Added |
| Glenmede Trust Co NA | 16,747 | $406.8K | 0.00% | +940+5.9% | Added |
| Global Financial Private Client, LLC | 16,735 | $406.5K | 0.13% | +1,798+12.0% | Added |
| Transcend Wealth Collective, LLC | 16,535 | $401.6K | 0.03% | +2,093+14.5% | Added |
| United Capital Financial Advisers, LLC | 16,477 | $400.2K | 0.00% | +5,202+46.1% | Added |
| Elo Mutual Pension Insurance Co | 16,463 | $399.9K | 0.01% | −5,067−23.5% | Reduced |
| WealthBridge Capital Management, LLC | 16,301 | $396.0K | 0.09% | +16,301 | New |
| EP Wealth Advisors, LLC | 16,255 | $394.8K | 0.00% | −1,276−7.3% | Reduced |
| CX Institutional | 16,133 | $392.0K | 0.01% | −916−5.4% | Reduced |
| Vestcor Inc | 15,673 | $381.0K | 0.01% | +15,673 | New |
| Nomura Asset Management Co Ltd | 15,650 | $380.1K | 0.00% | −1,800−10.3% | Reduced |
| Quadrant Capital Group LLC | 15,379 | $373.6K | 0.01% | +1,899+14.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,366 | $373.2K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 15,313 | $371.9K | 0.01% | +2,475+19.3% | Added |
| Everence Capital Management Inc | 15,213 | $370.0K | 0.02% | +1,903+14.3% | Added |
| Eagle Rock Investment Company, LLC | 15,175 | $368.6K | 0.05% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 15,042 | $365.4K | 0.01% | +5,427+56.4% | Added |
| nVerses Capital, LLC | 15,009 | $364.6K | 0.33% | +15,009 | New |
| Atria Investments LLC | 14,785 | $359.1K | 0.00% | +14,785 | New |
| Horizon Investments, LLC | 14,770 | $358.8K | 0.00% | −66,584−81.8% | Reduced |
| Quantitative Investment Management, LLC | 14,539 | $353.0K | 0.04% | +14,539 | New |
| Mather Group, LLC. | 14,492 | $352.0K | 0.00% | +2,183+17.7% | Added |
| Vise Technologies, Inc. | 13,182 | $346.3K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14,165 | $344.3K | 0.01% | −746−5.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,135 | $343.3K | 0.00% | +2,774+24.4% | Added |
| Holcombe Financial, Inc. | 14,080 | $342.0K | 0.20% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 13,938 | $338.6K | 0.07% | −627−4.3% | Reduced |
| Jane Street Group, LLC | 13,911 | $337.9K | 0.00% | −2,300,446−99.4% | Reduced |
| Pensionmark Financial Group, LLC | 13,566 | $329.5K | 0.01% | +13,566 | New |
| Brand Asset Management Group, Inc. | 13,415 | $325.9K | 0.08% | −72−0.5% | Reduced |
| Versant Capital Management, Inc | 13,315 | $323.4K | 0.03% | +3,342+33.5% | Added |
| US Bancorp | 13,301 | $323.1K | 0.00% | +503+3.9% | Added |
| Adams Wealth Management | 13,272 | $322.4K | 0.07% | +2,029+18.0% | Added |
| CacheTech Inc. | 13,272 | $322.4K | 0.06% | +2,029+18.0% | Added |
| SRS Capital Advisors, Inc. | 12,626 | $320.0K | 0.01% | +3,668+40.9% | Added |
| Greenleaf Trust | 13,142 | $319.2K | 0.00% | +769+6.2% | Added |
| Verition Fund Management LLC | 13,084 | $317.8K | 0.00% | −250,368−95.0% | Reduced |
| Element Wealth, LLC | 13,043 | $316.8K | 0.13% | −50.0% | Reduced |
| Gotham Asset Management, LLC | 12,850 | $312.1K | 0.00% | +22+0.2% | Added |
| Edgestream Partners, L.P. | 12,844 | $312.0K | 0.01% | +12,844 | New |
| RSM US Wealth Management LLC | 12,755 | $309.8K | 0.00% | +508+4.1% | Added |