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; 679 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
Q3 2026 data is still coming in: 413 institutions have reported holding IVZ so far. See Q3 2026
- Institutional holders
- 679
- +45 vs. Q1 2026
- Shares held
- 425.1M
- +6.61M (+1.6%) vs. Q1 2026
- Total value
- $11.2B
- +$1.03B (+10.2%) vs. Q1 2026
- New holders
- 107
- 263 more added
- Sold out
- 62
- 228 more reduced
10 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 679 | $11.2B |
| Q1 2026 | 644 | $10.2B |
| Q4 2025 | 636 | $10.8B |
| Q3 2025 | 570 | $8.98B |
| Q2 2025 | 524 | $6.50B |
| Q1 2025 | 522 | $6.17B |
| Q4 2024 | 529 | $7.04B |
| Q3 2024 | 495 | $6.83B |
| Q2 2024 | 477 | $4.53B |
| Q1 2024 | 496 | $5.02B |
| Q4 2023 | 495 | $5.34B |
| Q3 2023 | 494 | $4.41B |
| Q2 2023 | 479 | $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, Q2 2026
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 358 | $9.45K | 0.01% | −38−9.6% | Reduced |
| James T. Borello RIA | 370 | $9.76K | 0.00% | −304−45.1% | Reduced |
| Ogorek Anthony Joseph | 399 | $10.0K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 381 | $10.0K | 0.00% | +84+28.3% | Added |
| Richardson Financial Services Inc. | 380 | $10.0K | 0.01% | +320+533.3% | Added |
| Silver Grove Financial Group, Inc. | 380 | $10.0K | 0.01% | +380 | New |
| ZRC Wealth Management, LLC | 419 | $11.1K | 0.00% | +171+69.0% | Added |
| JFS Wealth Advisors, LLC | 448 | $11.8K | 0.00% | +15+3.5% | Added |
| Penserra Capital Management LLC | 460 | $12.0K | 0.00% | +46+11.1% | Added |
| Leonteq Securities AG | 460 | $12.1K | 0.00% | −288−38.5% | Reduced |
| Avion Wealth | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 493 | $13.0K | 0.00% | +63+14.7% | Added |
| Hurricane Capital Advisors LLC | 500 | $13.2K | 0.00% | −5,400−91.5% | Reduced |
| Dogwood Wealth Management LLC | 501 | $13.2K | 0.01% | +4+0.8% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 526 | $13.9K | 0.00% | −3,466−86.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 532 | $14.0K | 0.00% | +532 | New |
| Activest Wealth Management | 624 | $16.5K | 0.00% | −318−33.8% | Reduced |
| Salomon & Ludwin, LLC | 625 | $16.8K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 638 | $16.8K | 0.01% | −155−19.5% | Reduced |
| Cromwell Holdings LLC | 676 | $17.8K | 0.01% | +32+5.0% | Added |
| Owl Creek Wealth Partners LLC | 719 | $19.0K | 0.01% | +30+4.4% | Added |
| Atlantic Trust, LLC | 732 | $19.3K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 745 | $19.7K | 0.00% | +130+21.1% | Added |
| Aventura Private Wealth, LLC | 750 | $19.8K | 0.01% | +750 | New |
| Financial Gravity Companies, Inc. | 739 | $19.8K | 0.00% | +739 | New |
| Berthel, Fisher & Company Financial Services, Inc. | 780 | $20.6K | 0.00% | −1,044−57.2% | Reduced |
| Parkside Financial Bank & Trust | 783 | $20.7K | 0.00% | −24−3.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 785 | $20.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 790 | $20.8K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 818 | $21.6K | 0.01% | +818 | New |
| Cape Investment Advisory, Inc. | 826 | $21.8K | 0.01% | +826 | New |
| CVA Family Office, LLC | 869 | $22.9K | 0.00% | +370+74.1% | Added |
| Cullen/Frost Bankers, Inc. | 895 | $23.6K | 0.00% | +27+3.1% | Added |
| Rosenberg Matthew Hamilton | 950 | $25.1K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 938 | $25.2K | 0.00% | +938 | New |
| Salem Investment Counselors Inc | 964 | $25.4K | 0.00% | +214+28.5% | Added |
| CNB Bank | 1,048 | $27.7K | 0.01% | −1−0.1% | Reduced |
| Zions Bancorporation, National Association | 1,056 | $27.9K | 0.00% | −142−11.9% | Reduced |
| Onefund, LLC | 1,210 | $31.9K | 0.02% | −14−1.1% | Reduced |
| SJS Investment Consulting Inc. | 1,230 | $32.5K | 0.00% | +23+1.9% | Added |
| Massmutual Trust Co FSB | 1,251 | $33.0K | 0.00% | −101−7.5% | Reduced |
| Crews Bank & Trust | 1,325 | $35.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,474 | $38.9K | 0.00% | +1,474 | New |
| Private Trust Co NA | 1,543 | $40.7K | 0.00% | −1,212−44.0% | Reduced |
| Quent Capital, LLC | 1,624 | $42.9K | 0.00% | −32−1.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,650 | $43.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,811 | $47.8K | 0.00% | +1,613+814.6% | Added |
| Ronald Blue Trust, Inc. | 1,843 | $48.6K | 0.00% | −16−0.9% | Reduced |
| Federated Hermes, Inc. | 1,853 | $48.9K | 0.00% | −9−0.5% | Reduced |
| Manchester Capital Management LLC | 1,866 | $49.2K | 0.01% | −2−0.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,945 | $51.3K | 0.02% | −555−22.2% | Reduced |
| Capital Analysts, LLC | 2,038 | $54.0K | 0.00% | +2+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,081 | $54.9K | 0.01% | −1,790−46.2% | Reduced |
| Central Trust Co | 2,081 | $54.9K | 0.00% | +206+11.0% | Added |
| Eurizon Capital SGR S.p.A. | 2,090 | $55.0K | 0.00% | −484−18.8% | Reduced |
| Truvestments Capital LLC | 2,105 | $55.5K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 2,106 | $55.6K | 0.00% | +2,106 | New |
| Elevated Capital Advisors, LLC | 2,152 | $56.8K | 0.02% | −361−14.4% | Reduced |
| American National Bank | 2,288 | $60.4K | 0.01% | +492+27.4% | Added |
| First Horizon Corp | 2,462 | $65.0K | 0.00% | +1,856+306.3% | Added |
| Silvant Capital Management LLC | 2,649 | $69.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,682 | $70.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2,944 | $77.7K | 0.00% | +238+8.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 2,995 | $79.0K | 0.01% | +1,208+67.6% | Added |
| True Wealth Design, LLC | 3,175 | $83.8K | 0.02% | +352+12.5% | Added |
| TD Private Client Wealth LLC | 3,281 | $86.6K | 0.00% | +70+2.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,799 | $90.3K | 0.03% | −18,061−67.2% | Reduced |
| Caldwell Trust Co | 3,470 | $91.6K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 3,470 | $91.6K | 0.00% | +3,470 | New |
| Proffitt & Goodson Inc | 3,477 | $91.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 3,511 | $92.7K | 0.00% | +314+9.8% | Added |
| Larson Financial Group LLC | 3,621 | $95.6K | 0.00% | +1,020+39.2% | Added |
| Danske Bank A/S | 3,700 | $97.6K | 0.00% | +3,200+640.0% | Added |
| Ameritas Investment Partners, Inc. | 3,802 | $100.3K | 0.00% | −180−4.5% | Reduced |
| Hantz Financial Services, Inc. | 3,874 | $102.0K | 0.00% | −256−6.2% | Reduced |
| EFG International AG | 4,066 | $107.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 4,401 | $116.1K | 0.00% | −184−4.0% | Reduced |
| Parallel Advisors, LLC | 4,638 | $122.4K | 0.00% | −61−1.3% | Reduced |
| Bayforest Capital Ltd | 4,860 | $128.3K | 0.12% | +4,860 | New |
| Wealth Enhancement Trust Services, Inc. | 5,025 | $132.6K | 0.01% | +902+21.9% | Added |
| BFC Planning, Inc. | 5,662 | $149.4K | 0.01% | +3,508+162.9% | Added |
| Essential Partners LLC | 5,681 | $149.9K | 0.07% | −40,641−87.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 6,586 | $173.2K | 0.00% | +903+15.9% | Added |
| MCF Advisors LLC | 6,782 | $179.0K | 0.01% | +930+15.9% | Added |
| SBI Securities Co., Ltd. | 6,792 | $179.2K | 0.00% | −130−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 7,172 | $189.3K | 0.00% | −13,919−66.0% | Reduced |
| Harbour Investments, Inc. | 7,180 | $189.5K | 0.00% | −185−2.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,227 | $190.7K | 0.00% | −8,139−53.0% | Reduced |
| Louisbourg Investments Inc. | 7,250 | $191.3K | 0.04% | −1,425−16.4% | Reduced |
| Atlas Capital Advisors LLC | 7,562 | $199.6K | 0.02% | +2,947+63.9% | Added |
| Bessemer Group Inc | 7,612 | $200.0K | 0.00% | +324+4.4% | Added |
| Global Retirement Partners, LLC | 7,848 | $207.1K | 0.00% | +7,848 | New |
| Checchi Capital Advisers, LLC | 7,874 | $207.8K | 0.01% | +7,874 | New |
| Cornerstone Select Advisors, LLC | 7,923 | $209.1K | 0.09% | −545−6.4% | Reduced |
| Empowered Funds, LLC | 8,001 | $211.1K | 0.00% | +8,001 | New |
| Knightsbridge Asset Management, LLC | 8,041 | $212.2K | 0.03% | +8,041 | New |
| Manske Wealth Management | 8,066 | $212.9K | 0.05% | +8,066 | New |
| Plan Group Financial, LLC | 8,152 | $215.1K | 0.04% | +8,152 | New |
| Avantax Planning Partners, Inc. | 8,187 | $216.1K | 0.01% | +8,187 | New |
| Metis Global Partners, LLC | 8,192 | $216.2K | 0.00% | −184−2.2% | Reduced |