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, Q2 2026
Institutional positions in Invesco Ltd. as of Jun 30, 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
- 674
- +45 vs. Q1 2026
- Shares held
- 425.1M
- +6.61M (+1.6%) vs. Q1 2026
- Total value
- $11.2B
- +$1.03B (+10.2%) vs. Q1 2026
- New holders
- 107
- 262 more added
- Sold out
- 62
- 224 more reduced
10 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Unique Wealth Strategies, LLC | 8,350 | $220.4K | 0.08% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 9,528 | $221.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 8,486 | $223.9K | 0.01% | −974−10.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,724 | $230.2K | 0.05% | +8,724 | New |
| Laird Norton Trust Company, LLC | 8,791 | $232.0K | 0.00% | +8,791 | New |
| R Squared Ltd | 8,811 | $232.5K | 0.12% | +8,811 | New |
| AlphaCore Capital LLC | 8,929 | $235.6K | 0.00% | +8,929 | New |
| TCG Advisory Services, LLC | 8,957 | $236.4K | 0.00% | +8,957 | New |
| Mission Wealth Management, LP | 9,025 | $238.2K | 0.00% | +9,025 | New |
| Oxford Asset Management LLP | 9,064 | $239.2K | 0.12% | +9,064 | New |
| Dorsey & Whitney Trust CO LLC | 9,276 | $244.8K | 0.01% | +386+4.3% | Added |
| Aaron Wealth Advisors | 9,313 | $245.8K | 0.01% | −3,091−24.9% | Reduced |
| Stratos Wealth Partners, LTD. | 9,443 | $249.2K | 0.00% | −747−7.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 9,453 | $249.5K | 0.01% | +9,453 | New |
| MinichMacGregor Wealth Management, LLC | 9,492 | $250.5K | 0.04% | +225+2.4% | Added |
| Carrera Capital Advisors | 9,542 | $251.8K | 0.04% | −1,108−10.4% | Reduced |
| Symmetry Partners, LLC | 9,626 | $254.0K | 0.01% | +496+5.4% | Added |
| Citizens Financial Group Inc | 9,879 | $260.7K | 0.00% | +9,879 | New |
| Savvy Advisors, Inc. | 9,976 | $263.3K | 0.01% | +842+9.2% | Added |
| Parcion Private Wealth LLC | 10,048 | $265.2K | 0.01% | +1,361+15.7% | Added |
| Victory Financial Group, LLC | 10,052 | $265.3K | 0.03% | +1,562+18.4% | Added |
| Camden Capital, LLC | 10,140 | $267.6K | 0.01% | −109−1.1% | Reduced |
| Panagora Asset Management Inc | 10,190 | $268.9K | 0.00% | +16+0.2% | Added |
| Blueshift Asset Management, LLC | 10,223 | $269.8K | 0.06% | +10,223 | New |
| Stonebridge Capital Advisors LLC | 10,300 | $271.8K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 10,346 | $273.0K | 0.00% | +1,316+14.6% | Added |
| Balyasny Asset Management LLC | 10,347 | $273.1K | 0.00% | +10,347 | New |
| Norden Group LLC | 10,489 | $276.8K | 0.02% | +313+3.1% | Added |
| Ironwood Investment Counsel, LLC | 10,562 | $278.7K | 0.04% | +324+3.2% | Added |
| Ci Investments Inc. | 10,601 | $279.8K | 0.00% | +10,601 | New |
| Permanent Capital Management, LP | 10,798 | $285.0K | 0.04% | +10,798 | New |
| North Dakota State Investment Board | 10,824 | $285.6K | 0.01% | +185+1.7% | Added |
| IFP Advisors, Inc | 10,879 | $287.1K | 0.01% | +3,760+52.8% | Added |
| Quarry LP | 10,941 | $288.7K | 0.05% | +918+9.2% | Added |
| Quadrature Capital Ltd | 11,039 | $291.3K | 0.00% | +11,039 | New |
| LGT Group Foundation | 11,065 | $292.0K | 0.00% | 00.0% | Unchanged |
| Keynote Financial Services LLC | 11,244 | $296.7K | 0.14% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 11,603 | $306.2K | 0.00% | +11,603 | New |
| QTR Family Wealth, LLC | 11,617 | $306.6K | 0.11% | +491+4.4% | Added |
| V-Square Quantitative Management LLC | 11,726 | $309.4K | 0.03% | +1,070+10.0% | Added |
| Independent Financial Group, LLC | 11,752 | $310.1K | 0.01% | −100−0.8% | Reduced |
| Bayesian Capital Management, LP | 11,800 | $311.4K | 0.20% | +11,800 | New |
| Brinker Capital Investments, LLC | 11,971 | $315.9K | 0.00% | +247+2.1% | Added |
| Coldstream Capital Management Inc | 12,008 | $316.9K | 0.00% | −439−3.5% | Reduced |
| Caerus Investment Advisors, LLC | 12,068 | $318.5K | 0.11% | +21+0.2% | Added |
| Anb Bank | 12,101 | $319.3K | 0.12% | −223−1.8% | Reduced |
| Ritholtz Wealth Management | 12,124 | $319.9K | 0.00% | +769+6.8% | Added |
| United Community Bank | 12,222 | $322.5K | 0.10% | +75+0.6% | Added |
| Burton Enright Welch | 12,265 | $323.7K | 0.04% | +12,265 | New |
| Belpointe Asset Management LLC | 12,412 | $327.6K | 0.01% | +12,412 | New |
| Fortis Capital Advisors, LLC | 12,412 | $327.6K | 0.04% | +12,412 | New |
| Pensionmark Financial Group, LLC | 13,470 | $327.9K | 0.01% | −96−0.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 12,465 | $329.0K | 0.03% | −196−1.5% | Reduced |
| Gotham Asset Management, LLC | 12,637 | $333.5K | 0.00% | −213−1.7% | Reduced |
| 111 Capital | 12,832 | $338.6K | 0.06% | +12,832 | New |
| Evergreen Capital Management LLC | 12,840 | $338.8K | 0.01% | −16,827−56.7% | Reduced |
| Element Wealth, LLC | 13,052 | $344.5K | 0.13% | +9+0.1% | Added |
| Securian Asset Management, Inc | 11,729 | $347.5K | 0.01% | −273−2.3% | Reduced |
| Greenleaf Trust | 13,279 | $350.4K | 0.00% | +137+1.0% | Added |
| Brand Asset Management Group, Inc. | 13,314 | $351.4K | 0.08% | −101−0.8% | Reduced |
| MUFG Securities Americas Inc. | 13,352 | $352.4K | 0.02% | +1,066+8.7% | Added |
| Great Lakes Advisors, LLC | 13,446 | $354.8K | 0.00% | −45,168−77.1% | Reduced |
| CSS LLC | 13,473 | $355.6K | 0.02% | −42,460−75.9% | Reduced |
| Landscape Capital Management, L.L.C. | 13,508 | $356.5K | 0.02% | −158,556−92.1% | Reduced |
| Proficio Capital Partners LLC | 13,530 | $357.1K | 0.01% | +13,530 | New |
| VestGen Advisors, LLC | 13,538 | $357.3K | 0.01% | +3,565+35.7% | Added |
| Quadrant Capital Group LLC | 13,840 | $365.2K | 0.01% | −1,539−10.0% | Reduced |
| Evolve Private Wealth, LLC | 13,893 | $366.5K | 0.02% | −10,334−42.7% | Reduced |
| Prospera Financial Services Inc | 13,980 | $369.3K | 0.01% | −185−1.3% | Reduced |
| Holcombe Financial, Inc. | 14,080 | $371.6K | 0.21% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,087 | $371.8K | 0.00% | +1,332+10.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,135 | $373.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 14,141 | $373.2K | 0.00% | −17,877−55.8% | Reduced |
| BTG Pactual Asset Management US LLC | 14,164 | $373.8K | 0.03% | −16,317−53.5% | Reduced |
| Versant Capital Management, Inc | 14,280 | $376.8K | 0.03% | +965+7.2% | Added |
| Ewa, LLC | 14,282 | $376.9K | 0.07% | +1,792+14.3% | Added |
| Atomi Financial Group, Inc. | 14,636 | $386.3K | 0.01% | −677−4.4% | Reduced |
| Adams Wealth Management | 14,969 | $395.0K | 0.08% | +1,697+12.8% | Added |
| Nomura Asset Management Co Ltd | 15,030 | $396.6K | 0.00% | −620−4.0% | Reduced |
| Signaturefd, LLC | 15,116 | $398.9K | 0.01% | +3,257+27.5% | Added |
| Eagle Rock Investment Company, LLC | 15,175 | $400.5K | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 15,213 | $401.0K | 0.02% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,287 | $403.4K | 0.00% | −85,307−84.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,364 | $405.4K | 0.00% | +14,622+1,970.6% | Added |
| Baker Avenue Asset Management, LP | 15,451 | $407.8K | 0.01% | +409+2.7% | Added |
| Vestcor Inc | 15,673 | $414.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 15,767 | $416.1K | 0.00% | +3,080+24.3% | Added |
| Perigon Wealth Management, LLC | 15,870 | $418.8K | 0.01% | +15,870 | New |
| EntryPoint Capital, LLC | 15,923 | $420.2K | 0.10% | +15,923 | New |
| Allstate Corp | 15,955 | $421.1K | 0.00% | −41,304−72.1% | Reduced |
| Horizon Investments, LLC | 16,027 | $423.0K | 0.00% | +1,257+8.5% | Added |
| Mather Group, LLC. | 16,284 | $429.7K | 0.00% | +1,792+12.4% | Added |
| CX Institutional | 16,358 | $432.0K | 0.01% | +225+1.4% | Added |
| Twinbeech Capital LP | 16,378 | $432.2K | 0.08% | +16,378 | New |
| AlphaCentric Advisors LLC | 16,483 | $435.0K | 0.37% | +4,564+38.3% | Added |
| EverSource Wealth Advisors, LLC | 16,706 | $440.9K | 0.01% | −2,563−13.3% | Reduced |
| Park Avenue Securities LLC | 16,725 | $441.0K | 0.00% | −2,620−13.5% | Reduced |
| US Bancorp | 16,739 | $441.7K | 0.00% | +3,438+25.8% | Added |
| Generali Asset Management SPA SGR | 16,801 | $443.4K | 0.01% | −270−1.6% | Reduced |
| Commerce Bank | 16,999 | $448.6K | 0.00% | −134−0.8% | Reduced |