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
- +$1.03B (+10.2%) 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 670 | $11.2B |
| Q1 2026 | 638 | $10.2B |
| Q4 2025 | 629 | $10.8B |
| Q3 2025 | 565 | $8.98B |
| Q2 2025 | 521 | $6.50B |
| Q1 2025 | 518 | $6.17B |
| Q4 2024 | 525 | $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 | 514 | $5.14B |
| Q4 2022 | 509 | $5.71B |
| Q3 2022 | 505 | $4.42B |
| Q2 2022 | 521 | $4.85B |
| Q1 2022 | 526 | $7.16B |
| Q4 2021 | 567 | $7.14B |
| Q3 2021 | 557 | $7.23B |
| Q2 2021 | 561 | $7.78B |
| Q1 2021 | 535 | $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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 17,500 | $461.8K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 17,570 | $463.7K | 0.01% | −3,288−15.8% | Reduced |
| United Capital Financial Advisers, LLC | 17,712 | $467.4K | 0.00% | +1,235+7.5% | Added |
| WealthBridge Capital Management, LLC | 18,030 | $475.8K | 0.09% | +1,729+10.6% | Added |
| Gateway Investment Advisers LLC | 18,147 | $478.9K | 0.00% | +18,147 | New |
| Johnson Investment Counsel Inc | 18,444 | $486.7K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 18,645 | $492.0K | 0.00% | 00.0% | Unchanged |
| Kendall Capital Management | 18,650 | $492.2K | 0.08% | −275−1.5% | Reduced |
| Utah Retirement Systems | 18,775 | $495.5K | 0.00% | −462−2.4% | Reduced |
| USA Financial Formulas | 18,808 | $496.3K | 0.09% | +18,808 | New |
| Standard Life Aberdeen plc | 19,145 | $505.2K | 0.00% | −3,419−15.2% | Reduced |
| Wealth Management Associates, Inc. | 19,460 | $513.5K | 0.14% | +500+2.6% | Added |
| Arvest Investments, Inc. | 19,535 | $515.5K | 0.06% | −540−2.7% | Reduced |
| Independent Advisor Alliance | 19,575 | $516.6K | 0.01% | +2,597+15.3% | Added |
| Blair William & Co | 19,608 | $517.5K | 0.00% | +19,608 | New |
| Maryland State Retirement & Pension System | 19,628 | $518.0K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 19,650 | $518.6K | 0.04% | +3,115+18.8% | Added |
| Fieldview Capital Management, LLC | 19,657 | $518.7K | 0.15% | −1,361−6.5% | Reduced |
| Machina Capital S.A.S. | 19,905 | $525.3K | 0.08% | +19,905 | New |
| Pavaki Capital Management LLC | 20,000 | $527.8K | 0.30% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 20,100 | $530.4K | 0.00% | +2,765+16.0% | Added |
| M&T Bank Corp | 20,401 | $538.4K | 0.00% | +1,394+7.3% | Added |
| Kestra Advisory Services, LLC | 20,572 | $542.9K | 0.00% | −929−4.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 20,931 | $552.4K | 0.01% | +134+0.6% | Added |
| Inscription Capital, LLC | 21,011 | $554.5K | 0.05% | +836+4.1% | Added |
| Centiva Capital, LP | 21,035 | $555.1K | 0.02% | +21,035 | New |
| Guggenheim Capital LLC | 21,411 | $565.0K | 0.00% | −29,289−57.8% | Reduced |
| Nomura Holdings Inc | 21,513 | $567.7K | 0.00% | +2,762+14.7% | Added |
| Frec Markets, Inc. | 21,567 | $569.2K | 0.05% | +9,060+72.4% | Added |
| Jefferies Financial Group Inc. | 21,610 | $570.3K | 0.01% | +21,610 | New |
| Dynamic Technology Lab Private Ltd | 21,656 | $572.0K | 0.13% | +21,656 | New |
| Sterling Capital Management LLC | 21,698 | $572.6K | 0.01% | −73,395−77.2% | Reduced |
| Sagewood Asset Management LP | 21,866 | $577.0K | 0.13% | +2,584+13.4% | Added |
| Novare Capital Management LLC | 22,000 | $580.6K | 0.04% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 22,023 | $581.2K | 0.16% | +22,023 | New |
| New Mexico Educational Retirement Board | 22,114 | $584.0K | 0.01% | +1,400+6.8% | Added |
| Militia Capital Management LLC | 22,300 | $588.5K | 0.11% | +22,300 | New |
| Stock Yards Bank & Trust Co | 22,584 | $596.0K | 0.02% | −3,458−13.3% | Reduced |
| Louisiana State Employees Retirement System | 22,700 | $599.1K | 0.01% | +100+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 22,440 | $602.1K | 0.00% | +981+4.6% | Added |
| Waddell & Associates, LLC | 22,830 | $602.5K | 0.03% | +1,430+6.7% | Added |
| Atria Investments LLC | 22,879 | $603.8K | 0.01% | +8,094+54.7% | Added |
| Virginia Retirement Systems Et Al | 23,500 | $620.2K | 0.00% | +5,850+33.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 24,173 | $637.9K | 0.00% | −1,653−6.4% | Reduced |
| Hartford Investment Management Co | 24,317 | $641.7K | 0.02% | −499−2.0% | Reduced |
| Farther Finance Advisors, LLC | 24,380 | $643.3K | 0.01% | +533+2.2% | Added |
| Venture Visionary Partners LLC | 24,415 | $644.3K | 0.02% | +30.0% | Added |
| Apollon Wealth Management, LLC | 24,474 | $645.9K | 0.01% | +3,633+17.4% | Added |
| Syon Capital LLC | 24,529 | $647.3K | 0.03% | +2,388+10.8% | Added |
| Lido Advisors, LLC | 24,640 | $650.3K | 0.00% | +12,898+109.8% | Added |
| Kera Capital Partners, Inc. | 24,980 | $659.2K | 0.06% | +988+4.1% | Added |
| Robeco Institutional Asset Management B.V. | 25,087 | $662.0K | 0.00% | −231,749−90.2% | Reduced |
| Advisors Asset Management, Inc. | 25,095 | $662.3K | 0.01% | −2,111−7.8% | Reduced |
| Wedmont Private Capital | 22,920 | $664.2K | 0.02% | +310+1.4% | Added |
| HighTower Advisors, LLC | 25,360 | $669.2K | 0.00% | −16,544−39.5% | Reduced |
| Wright Investors Service Inc | 25,679 | $677.7K | 0.19% | +25,679 | New |
| Fifth Third Bancorp | 26,090 | $688.5K | 0.00% | +684+2.7% | Added |
| Bleakley Financial Group, LLC | 27,299 | $720.4K | 0.01% | +9,145+50.4% | Added |
| Krilogy Financial LLC | 27,572 | $727.6K | 0.02% | +595+2.2% | Added |
| CacheTech Inc. | 27,594 | $728.2K | 0.12% | +14,322+107.9% | Added |
| Arvest Bank Trust Division | 27,722 | $731.6K | 0.04% | −1,913−6.5% | Reduced |
| Keybank National Association | 28,076 | $740.9K | 0.00% | +7,039+33.5% | Added |
| Gradient Investments LLC | 28,112 | $741.9K | 0.01% | +28,112 | New |
| CAPROCK Group, Inc. | 28,171 | $743.4K | 0.01% | −1,537−5.2% | Reduced |
| Ascent Group, LLC | 28,970 | $764.5K | 0.02% | +19,764+214.7% | Added |
| Norinchukin Bank, The | 29,657 | $782.6K | 0.01% | +1,954+7.1% | Added |
| Public Employees Retirement Association of Colorado | 29,961 | $791.0K | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 30,000 | $791.7K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 30,103 | $794.4K | 0.00% | −37,611−55.5% | Reduced |
| Crossmark Global Holdings, Inc. | 30,296 | $799.5K | 0.01% | +768+2.6% | Added |
| F/M Investments LLC | 31,360 | $827.6K | 0.04% | −168−0.5% | Reduced |
| Quantbot Technologies LP | 31,367 | $827.8K | 0.03% | −20,810−39.9% | Reduced |
| Guinness Asset Management LTD | 31,472 | $830.5K | 0.01% | −5,561−15.0% | Reduced |
| Sciencast Management LP | 32,002 | $844.5K | 0.18% | +32,002 | New |
| Sanctuary Advisors, LLC | 32,340 | $853.5K | 0.00% | −1,034−3.1% | Reduced |
| Polymer Capital Management (US) LLC | 32,650 | $861.6K | 0.13% | −2,584−7.3% | Reduced |
| Bull Harbor Capital LLC | 32,939 | $869.3K | 0.17% | +6,868+26.3% | Added |
| AlphaGrep UK Ltd | 33,812 | $892.3K | 0.27% | +16,276+92.8% | Added |
| Mizuho Securities USA LLC | 34,705 | $915.9K | 0.01% | +7,863+29.3% | Added |
| HB Wealth Management, LLC | 35,100 | $926.3K | 0.01% | +9,571+37.5% | Added |
| Retirement Planning Co of New England, Inc. | 35,134 | $927.2K | 0.33% | −767−2.1% | Reduced |
| Wealthcare Advisory Partners LLC | 35,255 | $930.4K | 0.02% | −2,285−6.1% | Reduced |
| Chicago Partners Investment Group LLC | 31,414 | $936.1K | 0.02% | +4,504+16.7% | Added |
| IMC-Chicago, LLC | 36,328 | $958.7K | 0.01% | +36,328 | New |
| Twin Capital Management Inc | 36,702 | $968.6K | 0.11% | +714+2.0% | Added |
| Advisory Services Network, LLC | 36,731 | $969.3K | 0.01% | +9,257+33.7% | Added |
| Advisor Group Holdings, Inc. | 37,198 | $981.7K | 0.00% | −4,628−11.1% | Reduced |
| Brevan Howard Capital Management LP | 37,483 | $989.2K | 0.01% | +37,483 | New |
| Maltese Capital Management LLC | 37,500 | $989.6K | 0.18% | +17,500+87.5% | Added |
| Private Advisor Group, LLC | 37,535 | $990.6K | 0.00% | +1,834+5.1% | Added |
| Axq Capital, LP | 37,631 | $993.1K | 0.11% | −20,959−35.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 37,710 | $995.2K | 0.00% | −142,457−79.1% | Reduced |
| Sandler Capital Management | 37,987 | $1.00M | 0.59% | +37,987 | New |
| Daiwa Securities Group Inc. | 38,335 | $1.01M | 0.00% | +2,145+5.9% | Added |
| Federation des caisses Desjardins du Quebec | 38,502 | $1.02M | 0.00% | −828−2.1% | Reduced |
| Magnetar Financial LLC | 38,712 | $1.02M | 0.01% | −4,504−10.4% | Reduced |
| GAMMA Investing LLC | 39,656 | $1.05M | 0.04% | +1,799+4.8% | Added |
| Integrated Wealth Concepts LLC | 39,679 | $1.05M | 0.01% | −652−1.6% | Reduced |
| American Century Companies Inc | 40,213 | $1.06M | 0.00% | −8,185−16.9% | Reduced |
| Neo Ivy Capital Management | 40,325 | $1.06M | 0.25% | +1,190+3.0% | Added |