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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.

Q2 2026 vs. Q1 2026

How the institutions holding Invesco Ltd. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of IVZ: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders63910674+45
Shares419.0M534.4K425.1M+6.61M (+1.6%)
Value$10.2B$13.0M$11.2B+$1.03B (+10.2%)

10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (107)

Institutions that held Invesco Ltd. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 107 by value.

Institutions new to IVZ in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank5,210,635$137.5M0.01%
NFJ Investment Group, LLC717,486$18.9M0.64%
Swiss Life Asset Management Ltd562,440$14.8M0.06%
PEAK6 LLC370,123$9.77M0.24%
Ossiam183,996$4.86M0.06%
XTX Topco Ltd174,966$4.62M0.06%
Jupiter Topco LLC155,086$4.09M0.00%
New Age Alpha Advisors, LLC122,976$3.25M0.14%
Easterly Investment Partners LLC113,750$3.00M0.15%
Prevail Innovative Wealth Advisors, LLC96,506$2.55M0.38%
Qsemble Capital Management, LP95,845$2.53M0.32%
Phillip James Consulting Co.88,120$2.43M1.90%
Vident Advisory, LLC61,408$1.62M0.01%
Aquatic Capital Management LLC49,402$1.30M0.04%
Point Nemo Capital, LLC46,786$1.23M0.63%
Lecap Asset Management Ltd43,811$1.16M0.50%
Graham Capital Management, L.P.43,197$1.14M0.03%
Nordea Investment Management AB41,420$1.10M0.00%
Alps Advisors Inc40,345$1.06M0.00%
Sandler Capital Management37,987$1.00M0.59%
Brevan Howard Capital Management LP37,483$989.2K0.01%
IMC-Chicago, LLC36,328$958.7K0.01%
Sciencast Management LP32,002$844.5K0.18%
Gradient Investments LLC28,112$741.9K0.01%
Wright Investors Service Inc25,679$677.7K0.19%
Militia Capital Management LLC22,300$588.5K0.11%
Aigen Investment Management, LP22,023$581.2K0.16%
Dynamic Technology Lab Private Ltd21,656$572.0K0.13%
Jefferies Financial Group Inc.21,610$570.3K0.01%
Centiva Capital, LP21,035$555.1K0.02%
Machina Capital S.A.S.19,905$525.3K0.08%
Blair William & Co19,608$517.5K0.00%
USA Financial Formulas18,808$496.3K0.09%
Gateway Investment Advisers LLC18,147$478.9K0.00%
Twinbeech Capital LP16,378$432.2K0.08%
EntryPoint Capital, LLC15,923$420.2K0.10%
Perigon Wealth Management, LLC15,870$418.8K0.01%
Proficio Capital Partners LLC13,530$357.1K0.01%
111 Capital12,832$338.6K0.06%
Belpointe Asset Management LLC12,412$327.6K0.01%
Fortis Capital Advisors, LLC12,412$327.6K0.04%
Burton Enright Welch12,265$323.7K0.04%
Bayesian Capital Management, LP11,800$311.4K0.20%
Dynasty Wealth Management, LLC11,603$306.2K0.00%
Quadrature Capital Ltd11,039$291.3K0.00%
Permanent Capital Management, LP10,798$285.0K0.04%
Ci Investments Inc.10,601$279.8K0.00%
Balyasny Asset Management LLC10,347$273.1K0.00%
Blueshift Asset Management, LLC10,223$269.8K0.06%
Citizens Financial Group Inc9,879$260.7K0.00%
Catalyst Funds Management Pty Ltd9,453$249.5K0.01%
Oxford Asset Management LLP9,064$239.2K0.12%
Mission Wealth Management, LP9,025$238.2K0.00%
TCG Advisory Services, LLC8,957$236.4K0.00%
AlphaCore Capital LLC8,929$235.6K0.00%
R Squared Ltd8,811$232.5K0.12%
Laird Norton Trust Company, LLC8,791$232.0K0.00%
Aster Capital Management (DIFC) Ltd8,724$230.2K0.05%
Prosperity Consulting Group, LLC8,273$218.3K0.01%
FIL Ltd8,219$216.9K0.00%
Green Harvest Asset Management LLC8,207$216.6K0.00%
Avantax Planning Partners, Inc.8,187$216.1K0.01%
Plan Group Financial, LLC8,152$215.1K0.04%
Manske Wealth Management8,066$212.9K0.05%
Knightsbridge Asset Management, LLC8,041$212.2K0.03%
Empowered Funds, LLC8,001$211.1K0.00%
Checchi Capital Advisers, LLC7,874$207.8K0.01%
Global Retirement Partners, LLC7,848$207.1K0.00%
Bayforest Capital Ltd4,860$128.3K0.12%
Evelyn Partners Group Ltd3,470$91.6K0.00%
Institute for Wealth Management, LLC.2,106$55.6K0.00%
Continuum Advisory, LLC1,474$38.9K0.00%
NBT Bank N A938$25.2K0.00%
Cape Investment Advisory, Inc.826$21.8K0.01%
E Fund Management (Hong Kong) Co., Ltd.818$21.6K0.01%
Financial Gravity Companies, Inc.739$19.8K0.00%
Aventura Private Wealth, LLC750$19.8K0.01%
Newbridge Financial Services Group, Inc.532$14.0K0.00%
Silver Grove Financial Group, Inc.380$10.0K0.01%
Sachetta, LLC308$8.13K0.00%
Oakworth Capital, Inc.211$7.21K0.00%
Allianz SE247$6.52K0.00%
Action Point Financial Planning, LLC247$6.44K0.00%
West Paces Advisors Inc.178$4.70K0.00%
United Financial Planning Group LLC178$4.70K0.00%
Persistent Asset Partners Ltd153$4.04K0.00%
Creative Capital Management Investments LLC147$3.88K0.00%
Vima LLC123$3.25K0.00%
Ameritas Advisory Services, LLC111$2.94K0.00%
IFG Advisory, LLC99$2.62K0.00%
Buck Wealth Strategies, LLC80$2.12K0.00%
LifeSteps Financial, Inc.75$1.98K0.00%
Glen Eagle Advisors, LLC43$1.14K0.00%
Valley National Advisers Inc38$1.00K0.00%
Planning Strategies Inc.35$9240.00%
Lloyd Advisory Services, LLC.29$7710.00%
JPL Wealth Management, LLC26$6870.00%
Downshift Financial, LLC20$5280.00%
DecisionPoint Financial, LLC15$4030.00%
Spectrum Wealth Advisory Group, LLC15$3990.00%

Sold out (62)

Institutions that held Invesco Ltd. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of IVZ in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Point72 Asset Management, L.P.1,603,062$38.9M
Alyeska Investment Group, L.P.1,167,558$28.4M
Governors Lane LP427,500$10.4M
Holocene Advisors, LP271,480$6.59M
Winton Group Ltd222,960$5.42M
Olstein Capital Management, L.P.217,000$5.27M
Financial Sense Advisors, Inc.158,255$3.84M
Mubadala Investment Co PJSC156,035$3.79M
Caption Management, LLC130,000$3.16M
Handelsbanken Fonder AB91,700$2.23M
Picton Mahoney Asset Management85,847$2.09M
VARCOV Co.79,037$1.92M
Northstar Advisory Group, LLC71,978$1.75M
BNP Paribas66,573$1.61M
FORA Capital, LLC66,449$1.61M
Kentucky Retirement Systems36,598$1.33M
Illinois Municipal Retirement Fund51,617$1.25M
Three Seasons Wealth, LLC25,369$616.2K
DRW Securities, LLC25,112$610.0K
Gladstone Institutional Advisory LLC20,353$494.4K
ING Groep NV20,165$489.8K
Beacon Investment Advisory Services, Inc.19,150$465.2K
Evoke Wealth, LLC17,377$422.1K
Elo Mutual Pension Insurance Co16,463$399.9K
nVerses Capital, LLC15,009$364.6K
Quantitative Investment Management, LLC14,539$353.0K
Paragon Capital Management Ltd13,938$338.6K
Verition Fund Management LLC13,084$317.8K
Mirabella Financial Services LLP11,131$270.4K
Optas, LLC10,876$264.2K
Odyssean, LLC10,391$252.4K
Simplex Trading, LLC10,300$250.2K
Patton Fund Management, Inc.9,891$240.3K
Bank of Nova Scotia9,595$233.1K
waypoint wealth counsel8,759$212.8K
Altar Rock LLC8,604$209.0K
Everhart Financial Group, Inc.8,557$207.8K
Sound Income Strategies, LLC5,983$145.5K
Intentional Wealth Strategies, LLC3,360$81.6K
Van Eck Associates Corp2,824$69.0K
Innovative Asset Advisors Group, LLC2,040$49.5K
Meeder Asset Management Inc1,881$45.7K
Root Financial Partners, LLC1,705$41.4K
Wealth Preservation Advisors, LLC739$17.9K
Addison Advisors LLC485$11.8K
Twin Peaks Wealth Advisors, LLC447$10.9K
Guinness Atkinson Asset Management Inc308$7.48K
Golden State Equity Partners211$5.12K
Ancora Advisors, LLC129$3.13K
Synergy Investment Management, LLC129$3.13K
Compagnie Lombard Odier SCmA110$2.67K
BFSG, LLC100$2.43K
Atlantic Union Bankshares Corp74$1.80K
North Star Investment Management Corp.43$1.04K
Trust Co of Toledo NA30$729
Vermillion Wealth Management, Inc.28$680
Portus Wealth Advisors, LLC20$486
Bell Investment Advisors, Inc19$462
TopTier Wealth Management, LLC13$316
Curio Wealth, LLC3$73
Annis Gardner Whiting Capital Advisors, LLC2$49
Rakuten Securities, Inc.1$24

Not filed for Q2 2026 yet (10)

Institutions that held Invesco Ltd. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVZ in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC296,702$7.21M
Janus Henderson Group PLC165,886$4.03M
U.S. Capital Wealth Advisors, LLC21,785$529.2K
Skopos Labs, Inc.18,234$442.9K
DGS Capital Management, LLC17,220$418.3K
Journey Strategic Wealth LLC9,938$241.4K
Evelyn Partners Investment Management LLP3,470$84.3K
Sofos Investments, Inc.739$16.4K
Red Tortoise LLC446$10.8K
Arcadia Investment Management Corp7$171