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
Wealth Enhancement Trust Services, Inc.	–	–	–	–	Not filed
Bayforest Capital Ltd	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
EFG International AG	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
Danske Bank A/S	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Umb Bank N A	–	–	–	–	Not filed
Proffitt & Goodson Inc	–	–	–	–	Not filed
Evelyn Partners Group Ltd	–	–	–	–	Not filed
Caldwell Trust Co	–	–	–	–	Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.	–	–	–	–	Not filed
TD Private Client Wealth LLC	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
University of Texas/Texas Am Investment Managment Co	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Silvant Capital Management LLC	–	–	–	–	Not filed
First Horizon Corp	–	–	–	–	Not filed
American National Bank	–	–	–	–	Not filed
Elevated Capital Advisors, LLC	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
Truvestments Capital LLC	–	–	–	–	Not filed
Eurizon Capital SGR S.p.A.	–	–	–	–	Not filed
Central Trust Co	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Capital Analysts, LLC	–	–	–	–	Not filed
Deseret Mutual Benefit Administrators	–	–	–	–	Not filed
Manchester Capital Management LLC	–	–	–	–	Not filed
Federated Hermes, Inc.	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
HHM Wealth Advisors, LLC	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Continuum Advisory, LLC	–	–	–	–	Not filed
Crews Bank & Trust	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Onefund, LLC	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
CNB Bank	–	–	–	–	Not filed
Salem Investment Counselors Inc	–	–	–	–	Not filed
NBT Bank N A	–	–	–	–	Not filed
Cullen/Frost Bankers, Inc.	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
E Fund Management (Hong Kong) Co., Ltd.	–	–	–	–	Not filed
HM Payson & Co	–	–	–	–	Not filed
Measured Wealth Private Client Group, LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Financial Gravity Companies, Inc.	–	–	–	–	Not filed
Aventura Private Wealth, LLC	–	–	–	–	Not filed
Basecamp Wealth Advisors LLC	–	–	–	–	Not filed
Atlantic Trust, LLC	–	–	–	–	Not filed
Owl Creek Wealth Partners LLC	–	–	–	–	Not filed
Cromwell Holdings LLC	–	–	–	–	Not filed
Gables Capital Management Inc.	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
Activest Wealth Management	–	–	–	–	Not filed
Newbridge Financial Services Group, Inc.	–	–	–	–	Not filed
Pinpoint Asset Management (Singapore) Pte. Ltd.	–	–	–	–	Not filed
Dogwood Wealth Management LLC	–	–	–	–	Not filed
Fortitude Family Office, LLC	–	–	–	–	Not filed
Avion Wealth	–	–	–	–	Not filed
Leonteq Securities AG	–	–	–	–	Not filed
Penserra Capital Management LLC	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
ZRC Wealth Management, LLC	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Richardson Financial Services Inc.	–	–	–	–	Not filed
Manning & Napier Advisors LLC	–	–	–	–	Not filed
Ogorek Anthony Joseph	–	–	–	–	Not filed
WPG Advisers, LLC	–	–	–	–	Not filed
Grove Bank & Trust	–	–	–	–	Not filed
LRI Investments, LLC	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
Sachetta, LLC	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Oakworth Capital, Inc.	–	–	–	–	Not filed
Princeton Global Asset Management LLC	–	–	–	–	Not filed
Rialto Wealth Management, LLC	–	–	–	–	Not filed
Allianz SE	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Boyd Watterson Asset Management LLC	–	–	–	–	Not filed
Action Point Financial Planning, LLC	–	–	–	–	Not filed
Geneos Wealth Management Inc.	–	–	–	–	Not filed
Bartlett & Co. Wealth Management LLC	–	–	–	–	Not filed
WealthCollab, LLC	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
Stone House Investment Management, LLC	–	–	–	–	Not filed
McGuire Capital Advisors Inc	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
Triumph Capital Management	–	–	–	–	Not filed
Marquette Asset Management, LLC	–	–	–	–	Not filed
West Paces Advisors Inc.	–	–	–	–	Not filed
United Financial Planning Group LLC	–	–	–	–	Not filed
Torren Management, LLC	–	–	–	–	Not filed