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
Mackenzie Financial Corp	–	–	–	–	Not filed
Voya Investment Management LLC	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
KLP Kapitalforvaltning AS	–	–	–	–	Not filed
Havemeyer Place LP	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
NEOS Investment Management LLC	–	–	–	–	Not filed
Pictet Asset Management Holding SA	–	–	–	–	Not filed
Highland Capital Management, LLC	–	–	–	–	Not filed
Mork Capital Management, LLC	–	–	–	–	Not filed
Amalgamated Bank	–	–	–	–	Not filed
Cinctive Capital Management LP	–	–	–	–	Not filed
TD Asset Management Inc	–	–	–	–	Not filed
Group One Trading, L.P.	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
Walleye Capital LLC	–	–	–	–	Not filed
Gold Investment Management Ltd.	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
MML Investors Services, LLC	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Pacer Advisors, Inc.	–	–	–	–	Not filed
Mitsubishi UFJ Trust & Banking Corp	–	–	–	–	Not filed
Greenwood Capital Associates LLC	–	–	–	–	Not filed
Vident Advisory, LLC	–	–	–	–	Not filed
Brighton Jones LLC	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
AE Wealth Management LLC	–	–	–	–	Not filed
UBS Asset Management Americas Inc	–	–	–	–	Not filed
Buckley Wealth Management, LLC	–	–	–	–	Not filed
Twin Tree Management, LP	–	–	–	–	Not filed
Tudor Investment Corp Et Al	–	–	–	–	Not filed
Convergence Investment Partners, LLC	–	–	–	–	Not filed
Wealthstar Advisors, LLC	–	–	–	–	Not filed
Foundations Investment Advisors, LLC	–	–	–	–	Not filed
Oregon Public Employees Retirement Fund	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Emerald Investment Advisers, LLC	–	–	–	–	Not filed
Advisory Research Inc	–	–	–	–	Not filed
South Dakota Investment Council	–	–	–	–	Not filed
ARGA Investment Management, LP	–	–	–	–	Not filed
Contravisory Investment Management, Inc.	–	–	–	–	Not filed
Aquatic Capital Management LLC	–	–	–	–	Not filed
Yousif Capital Management, LLC	–	–	–	–	Not filed
Inceptionr LLC	–	–	–	–	Not filed
Commonwealth Equity Services, LLC	–	–	–	–	Not filed
Aviance Capital Partners, LLC	–	–	–	–	Not filed
Fox Run Management, L.L.C.	–	–	–	–	Not filed
Jackson Creek Investment Advisors LLC	–	–	–	–	Not filed
Savant Capital, LLC	–	–	–	–	Not filed
Point Nemo Capital, LLC	–	–	–	–	Not filed
Campbell & CO Investment Adviser LLC	–	–	–	–	Not filed
Teacher Retirement System of Texas	–	–	–	–	Not filed
American Financial Group Inc	–	–	–	–	Not filed
Mutual of America Capital Management LLC	–	–	–	–	Not filed
O'Shaughnessy Asset Management, LLC	–	–	–	–	Not filed
Lecap Asset Management Ltd	–	–	–	–	Not filed
Kestra Private Wealth Services, LLC	–	–	–	–	Not filed
Xponance, Inc.	–	–	–	–	Not filed
State of Alaska, Department of Revenue	–	–	–	–	Not filed
Buckingham Strategic Partners	–	–	–	–	Not filed
Graham Capital Management, L.P.	–	–	–	–	Not filed
Friedenthal Financial	–	–	–	–	Not filed
Vise Technologies, Inc.	–	–	–	–	Not filed
Edgestream Partners, L.P.	–	–	–	–	Not filed
Nordea Investment Management AB	–	–	–	–	Not filed
NorthCrest Asset Manangement, LLC	–	–	–	–	Not filed
Pallas Capital Advisors LLC	–	–	–	–	Not filed
MAI Capital Management	–	–	–	–	Not filed
Ethic Inc.	–	–	–	–	Not filed
Equitable Holdings, Inc.	–	–	–	–	Not filed
Alps Advisors Inc	–	–	–	–	Not filed
Neo Ivy Capital Management	–	–	–	–	Not filed
American Century Companies Inc	–	–	–	–	Not filed
Integrated Wealth Concepts LLC	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Magnetar Financial LLC	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
Daiwa Securities Group Inc.	–	–	–	–	Not filed
Sandler Capital Management	–	–	–	–	Not filed
Mirae Asset Global ETFs Holdings Ltd.	–	–	–	–	Not filed
Axq Capital, LP	–	–	–	–	Not filed
Private Advisor Group, LLC	–	–	–	–	Not filed
Maltese Capital Management LLC	–	–	–	–	Not filed
Brevan Howard Capital Management LP	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
Advisory Services Network, LLC	–	–	–	–	Not filed
Twin Capital Management Inc	–	–	–	–	Not filed
IMC-Chicago, LLC	–	–	–	–	Not filed
Chicago Partners Investment Group LLC	–	–	–	–	Not filed
Wealthcare Advisory Partners LLC	–	–	–	–	Not filed
Retirement Planning Co of New England, Inc.	–	–	–	–	Not filed
HB Wealth Management, LLC	–	–	–	–	Not filed
Mizuho Securities USA LLC	–	–	–	–	Not filed
AlphaGrep UK Ltd	–	–	–	–	Not filed
Bull Harbor Capital LLC	–	–	–	–	Not filed
Polymer Capital Management (US) LLC	–	–	–	–	Not filed