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 |
|---|---|---|---|---|---|
| Central Trust Co | 1,875 | $45.5K | 0.00% | +1,492+389.6% | Added |
| Manchester Capital Management LLC | 1,868 | $45.4K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,862 | $45.2K | 0.00% | −37−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,859 | $45.2K | 0.00% | +1,173+171.0% | Added |
| American National Bank | 1,796 | $43.6K | 0.00% | +628+53.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,787 | $43.4K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,705 | $41.4K | 0.00% | +3+0.2% | Added |
| Quent Capital, LLC | 1,656 | $40.2K | 0.00% | +9+0.5% | Added |
| HHM Wealth Advisors, LLC | 1,650 | $40.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,352 | $32.8K | 0.00% | +39+3.0% | Added |
| Crews Bank & Trust | 1,325 | $32.2K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 1,224 | $29.8K | 0.02% | −81−6.2% | Reduced |
| TD Waterhouse Canada Inc. | 1,213 | $29.4K | 0.00% | +213+21.3% | Added |
| SJS Investment Consulting Inc. | 1,207 | $29.3K | 0.00% | +537+80.1% | Added |
| Zions Bancorporation, National Association | 1,198 | $29.1K | 0.00% | −3,438−74.2% | Reduced |
| CNB Bank | 1,049 | $25.5K | 0.01% | −104−9.0% | Reduced |
| Rosenberg Matthew Hamilton | 950 | $23.1K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 942 | $22.9K | 0.00% | +178+23.3% | Added |
| Cullen/Frost Bankers, Inc. | 868 | $21.1K | 0.00% | +69+8.6% | Added |
| Parkside Financial Bank & Trust | 807 | $19.6K | 0.00% | −18−2.2% | Reduced |
| Gables Capital Management Inc. | 793 | $19.3K | 0.01% | −141−15.1% | Reduced |
| HM Payson & Co | 790 | $19.2K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 785 | $19.1K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 750 | $18.2K | 0.00% | +750 | New |
| Leonteq Securities AG | 748 | $18.2K | 0.00% | +262+53.9% | Added |
| Steward Partners Investment Advisory, LLC | 742 | $18.0K | 0.00% | +240+47.8% | Added |
| Wealth Preservation Advisors, LLC | 739 | $17.9K | 0.01% | +739 | New |
| Atlantic Trust, LLC | 732 | $17.8K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 689 | $16.7K | 0.01% | +689 | New |
| Sofos Investments, Inc. | 739 | $16.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 644 | $15.6K | 0.01% | +20+3.2% | Added |
| Salomon & Ludwin, LLC | 625 | $15.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 615 | $14.9K | 0.00% | +295+92.2% | Added |
| First Horizon Corp | 606 | $14.7K | 0.00% | +77+14.6% | Added |
| Danske Bank A/S | 500 | $12.1K | 0.00% | −4,900−90.7% | Reduced |
| CVA Family Office, LLC | 499 | $12.1K | 0.00% | +461+1,213.2% | Added |
| Dogwood Wealth Management LLC | 497 | $12.1K | 0.01% | +4+0.8% | Added |
| Avion Wealth | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 485 | $11.8K | 0.00% | −80−14.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 447 | $10.9K | 0.00% | +447 | New |
| Red Tortoise LLC | 446 | $10.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 433 | $10.5K | 0.00% | +22+5.4% | Added |
| Fortitude Family Office, LLC | 430 | $10.4K | 0.00% | +118+37.8% | Added |
| Penserra Capital Management LLC | 414 | $10.0K | 0.00% | +414 | New |
| WPG Advisers, LLC | 396 | $9.62K | 0.01% | +118+42.4% | Added |
| Ogorek Anthony Joseph | 399 | $9.00K | 0.00% | −70−14.9% | Reduced |
| Covestor Ltd | 338 | $8.00K | 0.01% | −1,140−77.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 308 | $7.48K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 302 | $7.34K | 0.00% | +302 | New |
| CoreCap Advisors, LLC | 295 | $7.17K | 0.00% | −308−51.1% | Reduced |
| Manning & Napier Advisors LLC | 297 | $6.92K | 0.00% | +34+12.9% | Added |
| SHP Wealth Management | 281 | $6.83K | 0.00% | +71+33.8% | Added |
| Spire Wealth Management | 261 | $6.34K | 0.00% | −20−7.1% | Reduced |
| Princeton Global Asset Management LLC | 258 | $6.27K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 248 | $6.02K | 0.00% | +53+27.2% | Added |
| Farmers & Merchants Investments Inc | 247 | $6.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 244 | $5.93K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 243 | $5.90K | 0.00% | +200+465.1% | Added |
| Keating Financial Advisory Services, Inc. | 241 | $5.85K | 0.00% | +13+5.7% | Added |
| WealthCollab, LLC | 235 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 215 | $5.60K | 0.00% | +6+2.9% | Added |
| Stone House Investment Management, LLC | 223 | $5.42K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 216 | $5.25K | 0.00% | +155+254.1% | Added |
| Golden State Equity Partners | 211 | $5.12K | 0.00% | +211 | New |
| Triumph Capital Management | 203 | $4.93K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 198 | $4.81K | 0.00% | −1,657−89.3% | Reduced |
| Cornerstone Planning Group LLC | 179 | $4.79K | 0.00% | +36+25.2% | Added |
| Westfuller Advisors, LLC | 197 | $4.79K | 0.00% | +60+43.8% | Added |
| Marquette Asset Management, LLC | 187 | $4.54K | 0.00% | +187 | New |
| Jackson, Grant Investment Advisers, Inc. | 171 | $4.15K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 166 | $4.03K | 0.00% | +166 | New |
| GW&K Investment Management, LLC | 170 | $4.00K | 0.00% | +31+22.3% | Added |
| Torren Management, LLC | 164 | $3.98K | 0.00% | −1,492−90.1% | Reduced |
| Hilltop National Bank | 162 | $3.94K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 158 | $3.84K | 0.00% | −405−71.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 157 | $3.83K | 0.00% | +28+21.7% | Added |
| Rialto Wealth Management, LLC | 154 | $3.74K | 0.00% | +29+23.2% | Added |
| Kilter Group LLC | 146 | $3.55K | 0.00% | −30−17.0% | Reduced |
| Colonial Trust Co | 134 | $3.25K | 0.00% | −15−10.1% | Reduced |
| Ancora Advisors, LLC | 129 | $3.13K | 0.00% | −517−80.0% | Reduced |
| Synergy Investment Management, LLC | 129 | $3.13K | 0.00% | +129 | New |
| SIMA Wealth Partners, LLC | 125 | $3.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $2.87K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 118 | $2.87K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 110 | $2.67K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 108 | $2.62K | 0.00% | +108 | New |
| Retirement Wealth Solutions LLC | 105 | $2.55K | 0.00% | +14+15.4% | Added |
| BFSG, LLC | 100 | $2.43K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 97 | $2.36K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 90 | $2.19K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 89 | $2.15K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 80 | $1.94K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 78 | $1.90K | 0.00% | +78 | New |
| Atlantic Union Bankshares Corp | 74 | $1.80K | 0.00% | +74 | New |
| Clear Street Markets LLC | 73 | $1.77K | 0.00% | −989−93.1% | Reduced |
| Dunhill Financial, LLC | 66 | $1.61K | 0.00% | +12+22.2% | Added |
| Strategic Wealth Partners, Ltd. | 66 | $1.60K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 66 | $1.60K | 0.00% | +11+20.0% | Added |
| Bogart Wealth, LLC | 62 | $1.51K | 0.00% | +62 | New |
| Principia Wealth Advisory, LLC | 61 | $1.48K | 0.00% | +10+19.6% | Added |