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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; 670 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, Q2 2026

Institutional positions in Invesco Ltd. as of Jun 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

Institutional holders
670
+41 vs. Q1 2026
Shares held
425.1M
+6.63M (+1.6%) vs. Q1 2026
Total value
$11.2B
+$1.07B (+10.6%) vs. Q1 2026
New holders
104
262 more added
Sold out
63
223 more reduced

9 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 670 institutions
Q1 2021: 535 institutionsQ2 2021: 561 institutionsQ3 2021: 557 institutionsQ4 2021: 568 institutionsQ1 2022: 526 institutionsQ2 2022: 521 institutionsQ3 2022: 505 institutionsQ4 2022: 509 institutionsQ1 2023: 514 institutionsQ2 2023: 478 institutionsQ3 2023: 493 institutionsQ4 2023: 493 institutionsQ1 2024: 495 institutionsQ2 2024: 476 institutionsQ3 2024: 493 institutionsQ4 2024: 525 institutionsQ1 2025: 518 institutionsQ2 2025: 521 institutionsQ3 2025: 565 institutionsQ4 2025: 629 institutionsQ1 2026: 638 institutionsQ2 2026: 670 institutions
Value heldQ2 2026: $11.2B
Q1 2021: $7.39BQ2 2021: $7.81BQ3 2021: $7.23BQ4 2021: $7.16BQ1 2022: $7.19BQ2 2022: $4.85BQ3 2022: $4.42BQ4 2022: $5.71BQ1 2023: $5.23BQ2 2023: $5.12BQ3 2023: $4.43BQ4 2023: $5.47BQ1 2024: $5.24BQ2 2024: $4.56BQ3 2024: $6.85BQ4 2024: $7.06BQ1 2025: $6.17BQ2 2025: $6.64BQ3 2025: $9.02BQ4 2025: $10.8BQ1 2026: $10.2BQ2 2026: $11.2B
Institutions holding IVZ and their total value by quarter
QuarterHoldersValue
Q2 2026670$11.2B
Q1 2026638$10.2B
Q4 2025629$10.8B
Q3 2025565$9.02B
Q2 2025521$6.64B
Q1 2025518$6.17B
Q4 2024525$7.06B
Q3 2024493$6.85B
Q2 2024476$4.56B
Q1 2024495$5.24B
Q4 2023493$5.47B
Q3 2023493$4.43B
Q2 2023478$5.12B
Q1 2023514$5.23B
Q4 2022509$5.71B
Q3 2022505$4.42B
Q2 2022521$4.85B
Q1 2022526$7.19B
Q4 2021568$7.16B
Q3 2021557$7.23B
Q2 2021561$7.81B
Q1 2021535$7.39B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q1 2026.

Institutions holding IVZ in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Navigoe, LLC31$00.00%+31New
Y.D. More Investments Ltd285$250.00%+285New
Highline Wealth Partners LLC1$260.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.2$530.00%00.0%Unchanged
3 Factor Indexing, LLC5$1320.00%00.0%Unchanged
Maryland Capital Advisors Inc.5$1320.00%+5New
Signature Equity Partners, LLC6$1580.00%00.0%Unchanged
Trust Co7$1860.00%00.0%Unchanged
SOA Wealth Advisors, LLC.7$1960.00%00.0%Unchanged
Motco9$2380.00%+9New
Creative Financial Designs Inc10$2640.00%00.0%Unchanged
Nemes Rush Group LLC11$2900.00%00.0%Unchanged
Raffa Wealth Management, LLC11$2900.00%+7+175.0%Added
AdvisorNet Financial, Inc12$3170.00%+12New
Tounjian Advisory Partners, LLC13$3320.00%+13New
Caitong International Asset Management Co., Ltd13$3430.00%−19−59.4%Reduced
Westfuller Advisors, LLC14$3690.00%−183−92.9%Reduced
NVWM, LLC15$3960.00%+5+50.0%Added
Spectrum Wealth Advisory Group, LLC15$3990.00%+15New
DecisionPoint Financial, LLC15$4030.00%+15New
WestEnd Advisors, LLC16$4220.00%+1+6.7%Added
Meramec Financial Planners, LLC15$4520.00%00.0%Unchanged
Cassaday & Co Wealth Management LLC20$5280.00%00.0%Unchanged
Downshift Financial, LLC20$5280.00%+20New
JPL Wealth Management, LLC26$6870.00%+26New
Financial Consulate, Inc29$7660.00%00.0%Unchanged
Lloyd Advisory Services, LLC.29$7710.00%+29New
Quaker Wealth Management, LLC32$8450.00%+8+33.3%Added
Private Wealth Management Group, LLC33$8710.00%00.0%Unchanged
Planning Strategies Inc.35$9240.00%+35New
Kayne Anderson Rudnick Investment Management LLC36$9500.00%00.0%Unchanged
MV Capital Management, Inc.36$9510.00%00.0%Unchanged
Capital Advisors, Ltd. LLC21$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc38$1.00K0.00%+38New
South State Corp.39$1.03K0.00%00.0%Unchanged
Bogart Wealth, LLC41$1.08K0.00%−21−33.9%Reduced
Hughes Financial Services, LLC42$1.11K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC43$1.14K0.00%+43New
Kilter Group LLC48$1.27K0.00%−98−67.1%Reduced
Whipplewood Advisors, LLC49$1.29K0.00%−117−70.5%Reduced
TFC Financial Management49$1.29K0.00%+14+40.0%Added
Caitlin John, LLC53$1.40K0.00%00.0%Unchanged
Dunhill Financial, LLC54$1.45K0.00%−12−18.2%Reduced
Cornerstone Financial Management LLC55$1.45K0.00%+18+48.6%Added
American Capital Advisory, LLC55$1.45K0.00%+14+34.1%Added
Spire Wealth Management61$1.61K0.00%−200−76.6%Reduced
Strategic Wealth Partners, Ltd.66$1.74K0.00%00.0%Unchanged
Tidemark, LLC66$1.74K0.00%00.0%Unchanged
HFM Investment Advisors, LLC67$1.77K0.00%+35+109.4%Added
Principia Wealth Advisory, LLC75$1.98K0.00%+14+23.0%Added
LifeSteps Financial, Inc.75$1.98K0.00%+75New
Arlington Trust Co LLC78$2.06K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.80$2.11K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC80$2.12K0.00%+80New
Quest 10 Wealth Builders, Inc.89$2.34K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC93$2.45K0.00%+32+52.5%Added
DiNuzzo Private Wealth, Inc.97$2.56K0.00%00.0%Unchanged
IFG Advisory, LLC99$2.62K0.00%+99New
Retirement Wealth Solutions LLC100$2.64K0.00%−5−4.8%Reduced
Clear Street Markets LLC103$2.72K0.00%+30+41.1%Added
Bare Financial Services, Inc108$2.85K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.108$2.86K0.00%−49−31.2%Reduced
Ameritas Advisory Services, LLC111$2.94K0.00%+111New
CoreCap Advisors, LLC118$3.11K0.00%−177−60.0%Reduced
POM Investment Strategies, LLC118$3.11K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC118$3.12K0.00%00.0%Unchanged
UMA Financial Services, Inc.123$3.25K0.00%+33+36.7%Added
Vima LLC123$3.25K0.00%+123New
SIMA Wealth Partners, LLC125$3.30K0.00%00.0%Unchanged
Colonial Trust Co134$3.54K0.00%00.0%Unchanged
Creative Capital Management Investments LLC147$3.88K0.00%+147New
GW&K Investment Management, LLC158$4.00K0.00%−12−7.1%Reduced
Persistent Asset Partners Ltd153$4.04K0.00%+153New
Hilltop National Bank162$4.28K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.171$4.51K0.00%00.0%Unchanged
Torren Management, LLC176$4.65K0.00%+12+7.3%Added
West Paces Advisors Inc.178$4.70K0.00%+178New
United Financial Planning Group LLC178$4.70K0.00%+178New
Marquette Asset Management, LLC187$4.93K0.00%00.0%Unchanged
Triumph Capital Management203$5.36K0.00%00.0%Unchanged
Cornerstone Planning Group LLC190$5.79K0.00%+11+6.1%Added
McGuire Capital Advisors Inc220$5.81K0.00%−9,118−97.6%Reduced
Stone House Investment Management, LLC223$5.88K0.00%00.0%Unchanged
Rossby Financial, LCC225$5.94K0.00%+9+4.2%Added
WealthCollab, LLC235$6.20K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC238$6.28K0.00%+23+10.7%Added
Geneos Wealth Management Inc.243$6.41K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC244$6.44K0.00%00.0%Unchanged
Action Point Financial Planning, LLC247$6.44K0.00%+247New
Keating Financial Advisory Services, Inc.246$6.49K0.00%+5+2.1%Added
Farmers & Merchants Investments Inc247$6.52K0.00%00.0%Unchanged
Allianz SE247$6.52K0.00%+247New
Princeton Global Asset Management LLC258$6.81K0.00%00.0%Unchanged
Rialto Wealth Management, LLC258$6.81K0.00%+104+67.5%Added
Covestor Ltd310$8.00K0.00%−28−8.3%Reduced
Sachetta, LLC308$8.13K0.00%+308New
SHP Wealth Management323$8.52K0.00%+42+14.9%Added
LRI Investments, LLC340$8.97K0.00%+38+12.6%Added
Grove Bank & Trust353$9.32K0.00%+195+123.4%Added
WPG Advisers, LLC358$9.45K0.01%−38−9.6%Reduced