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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 40,345 | $1.06M | 0.00% | +40,345 | New |
| Equitable Holdings, Inc. | 40,348 | $1.06M | 0.01% | −1,119−2.7% | Reduced |
| Ethic Inc. | 40,390 | $1.07M | 0.01% | +3,139+8.4% | Added |
| MAI Capital Management | 40,496 | $1.07M | 0.00% | +18,242+82.0% | Added |
| Pallas Capital Advisors LLC | 40,602 | $1.07M | 0.03% | +500+1.2% | Added |
| NorthCrest Asset Manangement, LLC | 37,710 | $1.08M | 0.03% | +7,123+23.3% | Added |
| Nordea Investment Management AB | 41,420 | $1.10M | 0.00% | +41,420 | New |
| Edgestream Partners, L.P. | 41,845 | $1.10M | 0.03% | +29,001+225.8% | Added |
| Vise Technologies, Inc. | 42,170 | $1.11M | 0.01% | +28,988+219.9% | Added |
| Friedenthal Financial | 43,011 | $1.14M | 0.53% | −1,676−3.8% | Reduced |
| Graham Capital Management, L.P. | 43,197 | $1.14M | 0.03% | +43,197 | New |
| Buckingham Strategic Partners | 43,316 | $1.14M | 0.01% | −6,737−13.5% | Reduced |
| State of Alaska, Department of Revenue | 43,435 | $1.15M | 0.01% | −799−1.8% | Reduced |
| Xponance, Inc. | 43,466 | $1.15M | 0.01% | +197+0.5% | Added |
| Kestra Private Wealth Services, LLC | 43,648 | $1.15M | 0.01% | −244−0.6% | Reduced |
| Lecap Asset Management Ltd | 43,811 | $1.16M | 0.50% | +43,811 | New |
| O'Shaughnessy Asset Management, LLC | 44,504 | $1.17M | 0.01% | −18,526−29.4% | Reduced |
| Mutual of America Capital Management LLC | 44,866 | $1.18M | 0.01% | −2,362−5.0% | Reduced |
| American Financial Group Inc | 45,000 | $1.19M | 0.42% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 45,773 | $1.21M | 0.00% | −21,895−32.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 46,151 | $1.22M | 0.06% | +14,475+45.7% | Added |
| Point Nemo Capital, LLC | 46,786 | $1.23M | 0.63% | +46,786 | New |
| Savant Capital, LLC | 46,598 | $1.24M | 0.00% | −2,113−4.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 42,294 | $1.25M | 0.41% | −5,978−12.4% | Reduced |
| Fox Run Management, L.L.C. | 47,780 | $1.26M | 0.21% | +37,343+357.8% | Added |
| Aviance Capital Partners, LLC | 47,909 | $1.26M | 0.13% | +1,104+2.4% | Added |
| Commonwealth Equity Services, LLC | 49,133 | $1.30M | 0.00% | −5,629−10.3% | Reduced |
| Inceptionr LLC | 49,136 | $1.30M | 0.32% | +27,878+131.1% | Added |
| Yousif Capital Management, LLC | 49,388 | $1.30M | 0.01% | −2,018−3.9% | Reduced |
| Aquatic Capital Management LLC | 49,402 | $1.30M | 0.04% | +49,402 | New |
| Contravisory Investment Management, Inc. | 49,852 | $1.32M | 0.23% | +882+1.8% | Added |
| ARGA Investment Management, LP | 50,453 | $1.33M | 0.03% | +132+0.3% | Added |
| Parrish Capital LLC | 50,498 | $1.33M | 1.28% | −7,928−13.6% | Reduced |
| South Dakota Investment Council | 50,729 | $1.34M | 0.02% | −8,150−13.8% | Reduced |
| Advisory Research Inc | 50,775 | $1.34M | 0.13% | +494+1.0% | Added |
| Emerald Investment Advisers, LLC | 51,425 | $1.36M | 0.09% | +24,432+90.5% | Added |
| Ensign Peak Advisors, Inc | 52,382 | $1.38M | 0.00% | +21,707+70.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,975 | $1.40M | 0.00% | −1,197−2.2% | Reduced |
| Oregon Public Employees Retirement Fund | 54,535 | $1.44M | 0.02% | +3,700+7.3% | Added |
| Foundations Investment Advisors, LLC | 55,044 | $1.45M | 0.01% | −546−1.0% | Reduced |
| Wealthstar Advisors, LLC | 56,000 | $1.48M | 0.74% | +10,760+23.8% | Added |
| Convergence Investment Partners, LLC | 56,209 | $1.48M | 0.14% | −122,114−68.5% | Reduced |
| Tudor Investment Corp Et Al | 56,260 | $1.48M | 0.01% | −24,540−30.4% | Reduced |
| Twin Tree Management, LP | 56,627 | $1.49M | 0.23% | +53,402+1,655.9% | Added |
| Buckley Wealth Management, LLC | 57,185 | $1.51M | 0.37% | +225+0.4% | Added |
| UBS Asset Management Americas Inc | 57,770 | $1.52M | 0.00% | −947,631−94.3% | Reduced |
| AE Wealth Management LLC | 58,037 | $1.53M | 0.01% | +1,767+3.1% | Added |
| Nisa Investment Advisors, LLC | 58,775 | $1.55M | 0.00% | +1,952+3.4% | Added |
| Sequoia Financial Advisors, LLC | 58,792 | $1.55M | 0.01% | +18,451+45.7% | Added |
| Brighton Jones LLC | 58,860 | $1.55M | 0.03% | +86+0.1% | Added |
| Vident Advisory, LLC | 61,408 | $1.62M | 0.01% | +61,408 | New |
| Greenwood Capital Associates LLC | 62,423 | $1.65M | 0.16% | −3,729−5.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 62,587 | $1.65M | 0.00% | −149,156−70.4% | Reduced |
| Pacer Advisors, Inc. | 65,129 | $1.72M | 0.00% | +42,936+193.5% | Added |
| Allworth Financial LP | 65,251 | $1.72M | 0.01% | +1,912+3.0% | Added |
| MML Investors Services, LLC | 68,020 | $1.80M | 0.00% | +14,561+27.2% | Added |
| Rothschild Investment LLC | 68,083 | $1.80M | 0.07% | +8,000+13.3% | Added |
| Gold Investment Management Ltd. | 68,426 | $1.81M | 0.49% | −591−0.9% | Reduced |
| Walleye Capital LLC | 68,856 | $1.82M | 0.01% | +63,581+1,205.3% | Added |
| Summit Trail Advisors, LLC | 69,077 | $1.82M | 0.02% | +7,513+12.2% | Added |
| JustInvest LLC | 69,249 | $1.83M | 0.01% | −2,613−3.6% | Reduced |
| TD Waterhouse Canada Inc. | 68,455 | $1.84M | 0.00% | +67,242+5,543.4% | Added |
| Group One Trading, L.P. | 69,968 | $1.85M | 0.05% | +52,613+303.2% | Added |
| TD Asset Management Inc | 70,758 | $1.87M | 0.00% | −6,796−8.8% | Reduced |
| Cinctive Capital Management LP | 72,010 | $1.90M | 0.08% | −105,871−59.5% | Reduced |
| Amalgamated Bank | 72,890 | $1.92M | 0.01% | −14,402−16.5% | Reduced |
| Mork Capital Management, LLC | 73,400 | $1.94M | 1.24% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 73,495 | $1.94M | 0.09% | +100+0.1% | Added |
| Pictet Asset Management Holding SA | 74,221 | $1.96M | 0.00% | −3,611−4.6% | Reduced |
| NEOS Investment Management LLC | 75,600 | $2.00M | 0.01% | +5,926+8.5% | Added |
| Merit Financial Group, LLC | 77,674 | $2.05M | 0.01% | +28,293+57.3% | Added |
| Havemeyer Place LP | 78,644 | $2.08M | 0.20% | −51,575−39.6% | Reduced |
| KLP Kapitalforvaltning AS | 80,500 | $2.12M | 0.01% | −20,200−20.1% | Reduced |
| KBC Group NV | 80,858 | $2.13M | 0.00% | +39,258+94.4% | Added |
| Voya Investment Management LLC | 80,966 | $2.14M | 0.00% | −7,088−8.0% | Reduced |
| Mackenzie Financial Corp | 82,799 | $2.19M | 0.00% | −52,795−38.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 84,059 | $2.22M | 0.00% | +50,999+154.3% | Added |
| Assetmark, Inc | 84,989 | $2.24M | 0.00% | +16,733+24.5% | Added |
| Cozad Asset Management Inc | 85,921 | $2.27M | 0.15% | +7,222+9.2% | Added |
| Asset Management One Co.,Ltd. | 86,232 | $2.28M | 0.01% | +5,945+7.4% | Added |
| Wealthfront Advisers LLC | 86,439 | $2.28M | 0.00% | −937−1.1% | Reduced |
| Envestnet Asset Management Inc | 88,430 | $2.33M | 0.00% | +14,411+19.5% | Added |
| Neuberger Berman Group LLC | 88,607 | $2.34M | 0.00% | +2,023+2.3% | Added |
| Vanguard Investments Australia, Ltd. | 90,614 | $2.39M | 0.01% | +485+0.5% | Added |
| Baird Financial Group, Inc. | 90,755 | $2.40M | 0.00% | −10,536−10.4% | Reduced |
| Natixis Advisors, L.P. | 91,353 | $2.41M | 0.00% | −4,712−4.9% | Reduced |
| Continental Advisors LLC | 91,690 | $2.42M | 1.42% | −6,000−6.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 91,820 | $2.42M | 0.00% | +4,186+4.8% | Added |
| Phillip James Consulting Co. | 88,120 | $2.43M | 1.90% | +88,120 | New |
| Retirement Systems of Alabama | 93,129 | $2.46M | 0.01% | −1,157−1.2% | Reduced |
| Janney Montgomery Scott LLC | 94,817 | $2.50M | 0.00% | +12,109+14.6% | Added |
| Schonfeld Strategic Advisors LLC | 95,061 | $2.51M | 0.01% | −222,353−70.1% | Reduced |
| Qsemble Capital Management, LP | 95,845 | $2.53M | 0.32% | +95,845 | New |
| Prevail Innovative Wealth Advisors, LLC | 96,506 | $2.55M | 0.38% | +96,506 | New |
| Harmony Asset Management LLC | 96,651 | $2.55M | 0.68% | −1,493−1.5% | Reduced |
| CIBC Asset Management Inc | 97,317 | $2.57M | 0.01% | −2,136−2.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 97,912 | $2.58M | 0.01% | −5,515−5.3% | Reduced |
| Arizona State Retirement System | 98,079 | $2.59M | 0.01% | +238+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 98,226 | $2.59M | 0.00% | +9,957+11.3% | Added |
| Pathstone Holdings, LLC | 99,318 | $2.62M | 0.01% | −11,214−10.1% | Reduced |