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 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 61 | $1.48K | 0.00% | +19+45.2% | Added |
| Richardson Financial Services Inc. | 60 | $1.46K | 0.00% | +60 | New |
| Caitlin John, LLC | 53 | $1.29K | 0.00% | −500−90.4% | Reduced |
| North Star Investment Management Corp. | 43 | $1.04K | 0.00% | +43 | New |
| Hughes Financial Services, LLC | 42 | $1.02K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 41 | $996 | 0.00% | −10−19.6% | Reduced |
| South State Corp. | 39 | $948 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 37 | $899 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $875 | 0.00% | +1+2.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $874 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 35 | $851 | 0.00% | −82−70.1% | Reduced |
| Private Wealth Management Group, LLC | 33 | $802 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 32 | $777 | 0.00% | −3,598−99.1% | Reduced |
| HFM Investment Advisors, LLC | 32 | $777 | 0.00% | −4−11.1% | Reduced |
| Trust Co of Toledo NA | 30 | $729 | 0.00% | +30 | New |
| Financial Consulate, Inc | 29 | $705 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 28 | $680 | 0.00% | +28 | New |
| Quaker Wealth Management, LLC | 24 | $583 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 20 | $486 | 0.00% | +20 | New |
| Portus Wealth Advisors, LLC | 20 | $486 | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 19 | $462 | 0.00% | +19 | New |
| Meramec Financial Planners, LLC | 15 | $375 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 15 | $364 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 13 | $316 | 0.00% | +13 | New |
| Nemes Rush Group LLC | 11 | $267 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $243 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $243 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7 | $179 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 7 | $171 | 0.00% | 00.0% | Unchanged |
| Trust Co | 7 | $171 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $146 | 0.00% | +6 | New |
| 3 Factor Indexing, LLC | 5 | $122 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 4 | $97 | 0.00% | +4 | New |
| Curio Wealth, LLC | 3 | $73 | 0.00% | +3 | New |
| Steigerwald, Gordon & Koch Inc. | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $49 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $24 | 0.00% | −4−80.0% | Reduced |
| Highline Wealth Partners LLC | 1 | $24 | 0.00% | +1 | New |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −4,211,041−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −670,080−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −584,622−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −312,980−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −269,472−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −200,876−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −168,274−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −167,823−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −147,946−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −114,000−100.0% | Sold out |
| Fedenia Advisers LLC | 0 | $0 | 0.00% | −97,690−100.0% | Sold out |
| Valueworks LLC | 0 | $0 | 0.00% | −90,614−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −75,200−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −74,243−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −67,739−100.0% | Sold out |
| Norris Financial Group, LLC | 0 | $0 | 0.00% | −66,849−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −57,621−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −54,851−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −49,928−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −46,272−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −45,984−100.0% | Sold out |
| Park Capital Management, LLC | 0 | $0 | 0.00% | −45,824−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −41,834−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −41,556−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −36,711−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −28,015−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −25,242−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −15,136−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −22,622−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −21,010−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −20,665−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −19,145−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −18,710−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −16,875−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −16,564−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −16,521−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −16,267−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,901−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,945−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −12,957−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −11,073−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −10,831−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −9,598−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −9,228−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −8,918−100.0% | Sold out |
| Manske Wealth Management | 0 | $0 | 0.00% | −8,716−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −8,463−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −8,187−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −8,041−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −7,714−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −3,554−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −3,005−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| CFG Wealth Management Services, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |