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
Live Oak Private Wealth LLC	–	–	–	–	Not filed
Walleye Trading LLC	–	–	–	–	Not filed
Erste Asset Management GmbH	–	–	–	–	Not filed
Exchange Traded Concepts, LLC	–	–	–	–	Not filed
Victory Capital Management Inc	–	–	–	–	Not filed
Ibex Wealth Advisors	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
ExodusPoint Capital Management, LP	–	–	–	–	Not filed
Wesleyan Assurance Society	–	–	–	–	Not filed
Thrivent Financial for Lutherans	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Del-Sette Capital Management, LLC	–	–	–	–	Not filed
Poehling Capital Management, LLC	–	–	–	–	Not filed
State of Tennessee, Treasury Department	–	–	–	–	Not filed
CI Private Wealth, LLC	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
Wells Fargo & Company	–	–	–	–	Not filed
New York State Common Retirement Fund	–	–	–	–	Not filed
Algert Global LLC	–	–	–	–	Not filed
Vontobel Holding Ltd.	–	–	–	–	Not filed
GWM Advisors LLC	–	–	–	–	Not filed
Man Group plc	–	–	–	–	Not filed
Mercer Global Advisors Inc	–	–	–	–	Not filed
Gabelli Funds LLC	–	–	–	–	Not filed
Chevy Chase Trust Holdings, Inc.	–	–	–	–	Not filed
Y-Intercept (Hong Kong) Ltd	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
Lazard Asset Management LLC	–	–	–	–	Not filed
Prudential Financial Inc	–	–	–	–	Not filed
Stifel Financial Corp	–	–	–	–	Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH	–	–	–	–	Not filed
LPL Financial LLC	–	–	–	–	Not filed
Financiere des Professionnels - Fonds d,investissement inc.	–	–	–	–	Not filed
Natixis	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
Ossiam	–	–	–	–	Not filed
Vista Investment Partners LLC	–	–	–	–	Not filed
Storebrand Asset Management AS	–	–	–	–	Not filed
XTX Topco Ltd	–	–	–	–	Not filed
Toronto Dominion Bank	–	–	–	–	Not filed
Rathbone Brothers plc	–	–	–	–	Not filed
Police & Firemen's Retirement System of New Jersey	–	–	–	–	Not filed
Russell Investments Group, Ltd.	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Treasurer of the State of North Carolina	–	–	–	–	Not filed
Rafferty Asset Management, LLC	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
Susquehanna International Group, LLP	–	–	–	–	Not filed
ProShare Advisors LLC	–	–	–	–	Not filed
QRG Capital Management, Inc.	–	–	–	–	Not filed
Hancock Whitney Corp	–	–	–	–	Not filed
CIBC Bancorp USA Inc.	–	–	–	–	Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)	–	–	–	–	Not filed
Cetera Investment Advisers	–	–	–	–	Not filed
D.A. Davidson & Co.	–	–	–	–	Not filed
Great West Life Assurance Co	–	–	–	–	Not filed
Banco Bilbao Vizcaya Argentaria, S.A.	–	–	–	–	Not filed
Public Sector Pension Investment Board	–	–	–	–	Not filed
Systematic Alpha Investments, LLC	–	–	–	–	Not filed
Czech National Bank	–	–	–	–	Not filed
New Age Alpha Advisors, LLC	–	–	–	–	Not filed
Ruffer LLP	–	–	–	–	Not filed
Zacks Investment Management	–	–	–	–	Not filed
Vista Investment Partners II, LLC	–	–	–	–	Not filed
Dark Forest Capital Management LP	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Easterly Investment Partners LLC	–	–	–	–	Not filed
State of Michigan Retirement System	–	–	–	–	Not filed
Public Employees Retirement System of Ohio	–	–	–	–	Not filed
Prana Capital Management, LP	–	–	–	–	Not filed
State of New Jersey Common Pension Fund D	–	–	–	–	Not filed
Colony Group, LLC	–	–	–	–	Not filed
Mount Lucas Management LP	–	–	–	–	Not filed
Truist Financial Corp	–	–	–	–	Not filed
MetLife Investment Management	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
Mirae Asset Global Investments Co., Ltd.	–	–	–	–	Not filed
Arizona State Retirement System	–	–	–	–	Not filed
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	–	–	–	–	Not filed
CIBC Asset Management Inc	–	–	–	–	Not filed
Harmony Asset Management LLC	–	–	–	–	Not filed
Prevail Innovative Wealth Advisors, LLC	–	–	–	–	Not filed
Qsemble Capital Management, LP	–	–	–	–	Not filed
Schonfeld Strategic Advisors LLC	–	–	–	–	Not filed
Janney Montgomery Scott LLC	–	–	–	–	Not filed
Retirement Systems of Alabama	–	–	–	–	Not filed
Phillip James Consulting Co.	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Continental Advisors LLC	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed
Neuberger Berman Group LLC	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
Wealthfront Advisers LLC	–	–	–	–	Not filed
Asset Management One Co.,Ltd.	–	–	–	–	Not filed
Cozad Asset Management Inc	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed