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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.

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

Q3 2026 vs. Q2 2026

How the institutions holding Invesco Ltd. changed between Q2 2026 and Q3 2026.

All holders in Q3 2026All holders in Q2 2026

13F holders of IVZ: Q2 2026 compared with Q3 2026
MeasureQ2 2026Of which not filed for Q3 2026Q3 2026Change
Holders6746678+1
Shares425.1M424.8M257.9K−616 (−0.2%)
Value$11.2B$11.2B$7.83M+$1.00M (+14.7%)

667 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held Invesco Ltd. at the end of Q3 2026 but not at the end of Q2 2026.

Institutions new to IVZ in Q3 2026
InstitutionSharesValue% of portfolio
GoalVest Advisory LLC174$5.25K0.00%

Sold out (0)

Institutions that held Invesco Ltd. at the end of Q2 2026 and filed for Q3 2026 without it.

None.

Not filed for Q3 2026 yet (667)

Institutions that held Invesco Ltd. at the end of Q2 2026 and haven't filed a 13F for Q3 2026. Not filing isn't selling, so they aren't counted as sold out.

Showing the largest 100 of 667 by value.

Institutions holding IVZ in Q2 2026 that haven't filed for Q3 2026
InstitutionShares, Q2 2026Value, Q2 2026
Massachusetts Mutual Life Insurance Co81,332,319$2.15B
BlackRock, Inc.38,713,707$1.02B
Vanguard Capital Management LLC28,104,027$741.7M
Dimensional Fund Advisors LP21,716,982$573.1M
Vanguard Portfolio Management LLC18,458,992$487.1M
State Street Corp16,793,008$443.2M
Millennium Management LLC15,689,569$414.0M
AQR Capital Management LLC12,604,180$332.6M
Geode Capital Management, LLC12,503,038$329.4M
Goldman Sachs Group Inc11,149,168$294.2M
Price T Rowe Associates Inc10,616,670$280.2M
Invesco Ltd.9,309,278$245.7M
Morgan Stanley8,793,669$232.1M
Northern Trust Corp6,059,777$159.9M
Qube Research & Technologies Ltd5,348,752$141.2M
Norges Bank5,210,635$137.5M
Charles Schwab Investment Management Inc4,400,220$116.1M
Amundi3,992,511$105.4M
Macquarie Group Ltd3,725,321$98.3M
Nomura Asset Management International Inc.3,705,443$97.8M
D. E. Shaw & Co., Inc.3,687,880$97.3M
Alliancebernstein L.P.3,463,700$84.1M
UBS Group AG2,848,991$75.2M
Barclays PLC2,816,366$74.3M
Vanguard Fiduciary Trust Co2,461,728$65.0M
Bank of America Corp2,245,546$59.3M
Allianz Asset Management GmbH2,151,209$56.8M
Wealth Enhancement Advisory Services, LLC1,969,959$56.0M
Bank of New York Mellon Corp2,109,979$55.7M
Nuveen, LLC1,910,544$50.4M
SG Americas Securities, LLC1,876,561$49.5M
Citadel Advisors LLC1,862,292$49.1M
Raymond James Financial Inc1,812,379$47.8M
Quantinno Capital Management LP1,809,782$47.8M
Los Angeles Capital Management LLC1,650,885$43.6M
Trian Fund Management, L.P.SuperinvestorTrian Fund Management1,625,472$42.9M
Healthcare of Ontario Pension Plan Trust Fund1,609,215$42.5M
JPMorgan Chase & Co1,590,043$42.2M
Ameriprise Financial Inc1,511,613$39.9M
Deutsche Bank AG1,502,247$39.6M
Voloridge Investment Management, LLC1,480,030$39.1M
Fisher Asset Management, LLC1,447,838$38.2M
Squarepoint Ops LLC1,406,787$37.1M
Royal Bank of Canada1,402,186$37.0M
Engineers Gate Manager LP1,354,613$35.7M
Connor, Clark & Lunn Investment Management Ltd.1,330,992$35.1M
Arrowstreet Capital, Limited Partnership1,304,988$34.4M
Wedge Capital Management L L P1,208,058$31.9M
Letko, Brosseau & Associates Inc1,180,538$31.2M
Basswood Capital Management, L.L.C.1,167,259$30.8M
Jane Street Group, LLC1,065,061$28.1M
Vanguard Global Advisers, LLC953,445$25.2M
Bank of Montreal940,108$24.8M
Teachers Retirement System of the State of Kentucky933,601$24.6M
SEI Investments Co914,734$24.2M
Todd Asset Management LLC899,988$23.8M
Two Sigma Investments, LP889,615$23.5M
BNP Paribas Arbitrage, SA878,328$23.2M
Ieq Capital, LLC847,307$22.4M
Trexquant Investment LP778,963$20.6M
HSBC Holdings PLC720,753$19.0M
NFJ Investment Group, LLC717,486$18.9M
Capital Fund Management S.A.716,388$18.9M
Swiss National Bank713,200$18.8M
California Public Employees Retirement System706,675$18.6M
Rhumbline Advisers698,049$18.4M
Legal & General Group Plc692,931$18.3M
Jump Financial, LLC688,140$18.2M
Principal Financial Group Inc581,395$15.3M
Wellington Management Group LLP574,267$15.2M
STRS Ohio566,988$15.0M
Franklin Resources Inc565,704$14.9M
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.565,637$14.9M
Swiss Life Asset Management Ltd562,440$14.8M
Susquehanna Portfolio Strategies, LLC562,086$14.8M
First Trust Advisors LP507,912$13.4M
Credit Agricole S A496,528$13.1M
Citigroup Inc482,776$12.7M
Endure Capital Management, LLC461,606$12.2M
Cerity Partners LLC453,937$12.0M
Wealthcare Capital Management LLC432,545$11.4M
California State Teachers Retirement System410,656$10.8M
Adage Capital Partners GP, L.L.C.394,969$10.4M
FMR LLC386,607$10.2M
Canada Pension Plan Investment Board380,400$10.0M
Mariner, LLC372,650$9.83M
PEAK6 LLC370,123$9.77M
State Board of Administration of Florida Retirement System358,025$9.45M
New York State Teachers Retirement System346,279$9.14M
Vanguard Asset Management, Ltd343,832$9.07M
Delta Global Management LP340,928$9.00M
Cambridge Financial Group, Inc.333,010$8.79M
Live Oak Private Wealth LLC321,030$8.47M
Walleye Trading LLC296,475$7.82M
Erste Asset Management GmbH289,059$7.60M
Exchange Traded Concepts, LLC286,979$7.57M
Victory Capital Management Inc282,955$7.47M
Ibex Wealth Advisors279,655$7.38M
Manufacturers Life Insurance Company, The277,133$7.31M
National Bank of Canada271,942$7.18M