Invesco Ltd.

IVZ

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0000914208

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Invesco Ltd. as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 8; +1 vs. Q2 2026
Shares held: 257.9K; −616 (−0.2%) vs. Q2 2026
Total value: $7.83M; +$1.00M (+14.7%) vs. Q2 2026
New holders: 1; 4 more added
Sold out: 0; 1 more reduced

667 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders

Value held

Institutions holding IVZ and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q2 2026.

Institutions holding IVZ in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Cacti Asset Management LLC	175,180	$5.33M	0.28%	00.0%	Unchanged
Parrish Capital LLC	47,709	$1.44M	1.40%	−2,789−5.5%	Reduced
CX Institutional	17,228	$520.0K	0.01%	+870+5.3%	Added
Versant Capital Management, Inc	15,192	$458.2K	0.04%	+912+6.4%	Added
Massmutual Trust Co FSB	1,463	$44.1K	0.00%	+212+16.9%	Added
Rosenberg Matthew Hamilton	950	$28.7K	0.01%	00.0%	Unchanged
GoalVest Advisory LLC	174	$5.25K	0.00%	+174	New
Planning Strategies Inc.	40	$1.21K	0.00%	+5+14.3%	Added
Massachusetts Mutual Life Insurance Co	–	–	–	–	Not filed
BlackRock, Inc.	–	–	–	–	Not filed
Vanguard Capital Management LLC	–	–	–	–	Not filed
Dimensional Fund Advisors LP	–	–	–	–	Not filed
Vanguard Portfolio Management LLC	–	–	–	–	Not filed
State Street Corp	–	–	–	–	Not filed
Millennium Management LLC	–	–	–	–	Not filed
AQR Capital Management LLC	–	–	–	–	Not filed
Geode Capital Management, LLC	–	–	–	–	Not filed
Goldman Sachs Group Inc	–	–	–	–	Not filed
Price T Rowe Associates Inc	–	–	–	–	Not filed
Invesco Ltd.	–	–	–	–	Not filed
Morgan Stanley	–	–	–	–	Not filed
Northern Trust Corp	–	–	–	–	Not filed
Qube Research & Technologies Ltd	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Charles Schwab Investment Management Inc	–	–	–	–	Not filed
Amundi	–	–	–	–	Not filed
Macquarie Group Ltd	–	–	–	–	Not filed
Nomura Asset Management International Inc.	–	–	–	–	Not filed
D. E. Shaw & Co., Inc.	–	–	–	–	Not filed
Alliancebernstein L.P.	–	–	–	–	Not filed
UBS Group AG	–	–	–	–	Not filed
Barclays PLC	–	–	–	–	Not filed
Vanguard Fiduciary Trust Co	–	–	–	–	Not filed
Bank of America Corp	–	–	–	–	Not filed
Allianz Asset Management GmbH	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
Nuveen, LLC	–	–	–	–	Not filed
SG Americas Securities, LLC	–	–	–	–	Not filed
Citadel Advisors LLC	–	–	–	–	Not filed
Raymond James Financial Inc	–	–	–	–	Not filed
Quantinno Capital Management LP	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
Trian Fund Management, L.P.SuperinvestorTrian Fund Management	–	–	–	–	Not filed
Healthcare of Ontario Pension Plan Trust Fund	–	–	–	–	Not filed
JPMorgan Chase & Co	–	–	–	–	Not filed
Ameriprise Financial Inc	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
Voloridge Investment Management, LLC	–	–	–	–	Not filed
Fisher Asset Management, LLC	–	–	–	–	Not filed
Squarepoint Ops LLC	–	–	–	–	Not filed
Royal Bank of Canada	–	–	–	–	Not filed
Engineers Gate Manager LP	–	–	–	–	Not filed
Connor, Clark & Lunn Investment Management Ltd.	–	–	–	–	Not filed
Arrowstreet Capital, Limited Partnership	–	–	–	–	Not filed
Wedge Capital Management L L P	–	–	–	–	Not filed
Letko, Brosseau & Associates Inc	–	–	–	–	Not filed
Basswood Capital Management, L.L.C.	–	–	–	–	Not filed
Jane Street Group, LLC	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
Bank of Montreal	–	–	–	–	Not filed
Teachers Retirement System of the State of Kentucky	–	–	–	–	Not filed
SEI Investments Co	–	–	–	–	Not filed
Todd Asset Management LLC	–	–	–	–	Not filed
Two Sigma Investments, LP	–	–	–	–	Not filed
BNP Paribas Arbitrage, SA	–	–	–	–	Not filed
Ieq Capital, LLC	–	–	–	–	Not filed
Trexquant Investment LP	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
NFJ Investment Group, LLC	–	–	–	–	Not filed
Capital Fund Management S.A.	–	–	–	–	Not filed
Swiss National Bank	–	–	–	–	Not filed
California Public Employees Retirement System	–	–	–	–	Not filed
Rhumbline Advisers	–	–	–	–	Not filed
Legal & General Group Plc	–	–	–	–	Not filed
Jump Financial, LLC	–	–	–	–	Not filed
Principal Financial Group Inc	–	–	–	–	Not filed
Wellington Management Group LLP	–	–	–	–	Not filed
STRS Ohio	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Swiss Life Asset Management Ltd	–	–	–	–	Not filed
Susquehanna Portfolio Strategies, LLC	–	–	–	–	Not filed
First Trust Advisors LP	–	–	–	–	Not filed
Credit Agricole S A	–	–	–	–	Not filed
Citigroup Inc	–	–	–	–	Not filed
Endure Capital Management, LLC	–	–	–	–	Not filed
Cerity Partners LLC	–	–	–	–	Not filed
Wealthcare Capital Management LLC	–	–	–	–	Not filed
California State Teachers Retirement System	–	–	–	–	Not filed
Adage Capital Partners GP, L.L.C.	–	–	–	–	Not filed
FMR LLC	–	–	–	–	Not filed
Canada Pension Plan Investment Board	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
PEAK6 LLC	–	–	–	–	Not filed
State Board of Administration of Florida Retirement System	–	–	–	–	Not filed
New York State Teachers Retirement System	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
Delta Global Management LP	–	–	–	–	Not filed
Cambridge Financial Group, Inc.	–	–	–	–	Not filed