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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 12,687 | $308.2K | 0.00% | +9,501+298.2% | Added |
| Frec Markets, Inc. | 12,507 | $303.8K | 0.05% | +12,507 | New |
| Ewa, LLC | 12,490 | $303.4K | 0.07% | +452+3.8% | Added |
| Coldstream Capital Management Inc | 12,447 | $302.3K | 0.00% | −11−0.1% | Reduced |
| Aaron Wealth Advisors | 12,404 | $301.3K | 0.02% | +3,372+37.3% | Added |
| Anb Bank | 12,324 | $299.4K | 0.12% | +375+3.1% | Added |
| Jackson Thornton Asset Management, LLC | 12,661 | $298.5K | 0.03% | +697+5.8% | Added |
| MUFG Securities Americas Inc. | 12,286 | $298.4K | 0.02% | +295+2.5% | Added |
| United Community Bank | 12,147 | $295.1K | 0.10% | +444+3.8% | Added |
| Caerus Investment Advisors, LLC | 12,047 | $292.6K | 0.12% | −1,258−9.5% | Reduced |
| Securian Asset Management, Inc | 12,002 | $291.5K | 0.01% | −100−0.8% | Reduced |
| AlphaCentric Advisors LLC | 11,919 | $289.5K | 0.29% | +4,953+71.1% | Added |
| Signaturefd, LLC | 11,859 | $288.1K | 0.00% | +1,541+14.9% | Added |
| Independent Financial Group, LLC | 11,852 | $287.9K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,742 | $285.3K | 0.00% | +11,742 | New |
| Brinker Capital Investments, LLC | 11,724 | $284.8K | 0.00% | +1,595+15.7% | Added |
| VestGen Advisors, LLC | 9,973 | $283.0K | 0.01% | +9,973 | New |
| Ritholtz Wealth Management | 11,355 | $275.8K | 0.00% | +1,936+20.6% | Added |
| QTR Family Wealth, LLC | 11,126 | $275.0K | 0.11% | +11,126 | New |
| Keynote Financial Services LLC | 11,244 | $273.1K | 0.15% | −500−4.3% | Reduced |
| Mirabella Financial Services LLP | 11,131 | $270.4K | 0.03% | −13,482−54.8% | Reduced |
| LGT Group Foundation | 11,065 | $268.8K | 0.00% | −1,660−13.0% | Reduced |
| Optas, LLC | 10,876 | $264.2K | 0.04% | +10,876 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 26,860 | $263.6K | 0.11% | +26,860 | New |
| V-Square Quantitative Management LLC | 10,656 | $258.8K | 0.03% | +95+0.9% | Added |
| Carrera Capital Advisors | 10,650 | $258.7K | 0.04% | −817−7.1% | Reduced |
| North Dakota State Investment Board | 10,639 | $258.4K | 0.01% | −1,766−14.2% | Reduced |
| Odyssean, LLC | 10,391 | $252.4K | 0.09% | +10,391 | New |
| Simplex Trading, LLC | 10,300 | $250.2K | 0.01% | −44,704−81.3% | Reduced |
| Stonebridge Capital Advisors LLC | 10,300 | $250.2K | 0.02% | −825−7.4% | Reduced |
| Camden Capital, LLC | 10,249 | $248.9K | 0.02% | +1,666+19.4% | Added |
| Ironwood Investment Counsel, LLC | 10,238 | $248.7K | 0.04% | +637+6.6% | Added |
| Stratos Wealth Partners, LTD. | 10,190 | $247.5K | 0.00% | −605−5.6% | Reduced |
| Norden Group LLC | 10,176 | $247.2K | 0.02% | +967+10.5% | Added |
| Panagora Asset Management Inc | 10,174 | $247.1K | 0.00% | −148−1.4% | Reduced |
| Quarry LP | 10,023 | $243.5K | 0.05% | −6,814−40.5% | Reduced |
| Fox Run Management, L.L.C. | 10,437 | $243.1K | 0.04% | +10,437 | New |
| Walleye Trading LLC | 10,002 | $242.9K | 0.01% | −1,061,747−99.1% | Reduced |
| Journey Strategic Wealth LLC | 9,938 | $241.4K | 0.01% | +1,737+21.2% | Added |
| Patton Fund Management, Inc. | 9,891 | $240.3K | 0.04% | +844+9.3% | Added |
| Exchange Traded Concepts, LLC | 9,762 | $237.1K | 0.00% | −226,005−95.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,460 | $236.2K | 0.01% | +118+1.3% | Added |
| Cornerstone Wealth Management, LLC | 9,600 | $233.2K | 0.01% | −1,600−14.3% | Reduced |
| Bank of Nova Scotia | 9,595 | $233.1K | 0.00% | −395,300−97.6% | Reduced |
| McGuire Capital Advisors Inc | 9,338 | $226.8K | 0.15% | +9,338 | New |
| DekaBank Deutsche Girozentrale | 9,528 | $226.0K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 9,267 | $225.1K | 0.04% | −1,392−13.1% | Reduced |
| Ascent Group, LLC | 9,206 | $223.6K | 0.01% | +9,206 | New |
| Savvy Advisors, Inc. | 9,134 | $221.9K | 0.01% | +856+10.3% | Added |
| Symmetry Partners, LLC | 9,130 | $221.8K | 0.01% | +417+4.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 9,030 | $219.3K | 0.00% | −461−4.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,890 | $215.9K | 0.01% | +287+3.3% | Added |
| waypoint wealth counsel | 8,759 | $212.8K | 0.11% | −725−7.6% | Reduced |
| STRS Ohio | 8,704 | $211.4K | 0.00% | −13−0.1% | Reduced |
| Parcion Private Wealth LLC | 8,687 | $211.0K | 0.01% | +803+10.2% | Added |
| Louisbourg Investments Inc. | 8,675 | $210.7K | 0.04% | +1,200+16.1% | Added |
| Altar Rock LLC | 8,604 | $209.0K | 0.25% | −75−0.9% | Reduced |
| Everhart Financial Group, Inc. | 8,557 | $207.8K | 0.02% | +8,557 | New |
| Victory Financial Group, LLC | 8,490 | $206.2K | 0.03% | +8,490 | New |
| Cornerstone Select Advisors, LLC | 8,468 | $205.7K | 0.13% | +222+2.7% | Added |
| Metis Global Partners, LLC | 8,376 | $203.5K | 0.00% | −1,202−12.5% | Reduced |
| Unique Wealth Strategies, LLC | 8,350 | $202.8K | 0.08% | +15+0.2% | Added |
| Harbour Investments, Inc. | 7,365 | $178.9K | 0.00% | +124+1.7% | Added |
| Bessemer Group Inc | 7,288 | $177.0K | 0.00% | +3,021+70.8% | Added |
| IFP Advisors, Inc | 7,119 | $172.9K | 0.00% | +3,847+117.6% | Added |
| SBI Securities Co., Ltd. | 6,922 | $168.1K | 0.00% | −824−10.6% | Reduced |
| Sound Income Strategies, LLC | 5,983 | $145.5K | 0.01% | +5,949+17,497.1% | Added |
| MCF Advisors LLC | 5,852 | $142.1K | 0.01% | +1,044+21.7% | Added |
| Resona Asset Management Co.,Ltd. | 5,683 | $132.4K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,275 | $128.1K | 0.00% | −94,958−94.7% | Reduced |
| Parallel Advisors, LLC | 4,699 | $114.2K | 0.00% | +310+7.1% | Added |
| Atlas Capital Advisors LLC | 4,615 | $112.1K | 0.01% | +2,860+163.0% | Added |
| Rockefeller Capital Management L.P. | 4,585 | $111.4K | 0.00% | +224+5.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 4,123 | $100.1K | 0.01% | +94+2.3% | Added |
| Hantz Financial Services, Inc. | 4,130 | $100.0K | 0.00% | +3,236+362.0% | Added |
| EFG International AG | 4,066 | $98.8K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 3,992 | $97.0K | 0.02% | +3,992 | New |
| Ameritas Investment Partners, Inc. | 3,982 | $96.7K | 0.00% | −242−5.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 3,871 | $94.0K | 0.01% | +1,833+89.9% | Added |
| Proffitt & Goodson Inc | 3,477 | $84.5K | 0.01% | −189−5.2% | Reduced |
| Evelyn Partners Investment Management LLP | 3,470 | $84.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,470 | $84.3K | 0.01% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 3,360 | $81.6K | 0.08% | +3,360 | New |
| Twin Tree Management, LP | 3,225 | $78.3K | 0.02% | −43,533−93.1% | Reduced |
| TD Private Client Wealth LLC | 3,211 | $78.0K | 0.00% | +41+1.3% | Added |
| Umb Bank N A | 3,197 | $77.7K | 0.00% | +460+16.8% | Added |
| Van Eck Associates Corp | 2,824 | $69.0K | 0.00% | +50+1.8% | Added |
| True Wealth Design, LLC | 2,823 | $68.6K | 0.02% | +543+23.8% | Added |
| Private Trust Co NA | 2,755 | $66.9K | 0.01% | +1,914+227.6% | Added |
| Huntington National Bank | 2,706 | $65.7K | 0.00% | +498+22.6% | Added |
| Silvant Capital Management LLC | 2,649 | $64.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,601 | $63.2K | 0.00% | +1,055+68.2% | Added |
| Smartleaf Asset Management LLC | 2,682 | $62.5K | 0.00% | +1,579+143.2% | Added |
| Elevated Capital Advisors, LLC | 2,513 | $61.1K | 0.02% | −29,847−92.2% | Reduced |
| Deseret Mutual Benefit Administrators | 2,500 | $60.7K | 0.02% | +964+62.8% | Added |
| Eurizon Capital SGR S.p.A. | 2,574 | $60.2K | 0.00% | +2,574 | New |
| Truvestments Capital LLC | 2,105 | $51.1K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 2,040 | $49.5K | 0.03% | +2,040 | New |
| Capital Analysts, LLC | 2,036 | $49.0K | 0.00% | +2+0.1% | Added |
| Meeder Asset Management Inc | 1,881 | $45.7K | 0.00% | +1,881 | New |