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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 100,051 | $2.64M | 0.01% | −2,379−2.3% | Reduced |
| Truist Financial Corp | 105,235 | $2.78M | 0.00% | +4,092+4.0% | Added |
| Mount Lucas Management LP | 105,719 | $2.79M | 0.99% | +26,026+32.7% | Added |
| Colony Group, LLC | 107,346 | $2.83M | 0.00% | +9,294+9.5% | Added |
| State of New Jersey Common Pension Fund D | 110,245 | $2.91M | 0.01% | −3,414−3.0% | Reduced |
| Prana Capital Management, LP | 111,148 | $2.93M | 0.09% | +63,921+135.3% | Added |
| Public Employees Retirement System of Ohio | 111,295 | $2.94M | 0.01% | −3,227−2.8% | Reduced |
| State of Michigan Retirement System | 113,498 | $3.00M | 0.01% | −2,500−2.2% | Reduced |
| Easterly Investment Partners LLC | 113,750 | $3.00M | 0.15% | +113,750 | New |
| Captrust Financial Advisors | 115,897 | $3.06M | 0.00% | +19,356+20.0% | Added |
| Dark Forest Capital Management LP | 117,895 | $3.11M | 0.20% | +95,913+436.3% | Added |
| Vista Investment Partners II, LLC | 118,012 | $3.11M | 1.22% | −787−0.7% | Reduced |
| Zacks Investment Management | 118,110 | $3.12M | 0.02% | +5,792+5.2% | Added |
| Ruffer LLP | 122,638 | $3.23M | 0.11% | +10,436+9.3% | Added |
| New Age Alpha Advisors, LLC | 122,976 | $3.25M | 0.14% | +122,976 | New |
| Czech National Bank | 126,179 | $3.33M | 0.02% | +5,258+4.3% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $3.33M | 0.09% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 126,565 | $3.34M | 0.01% | −159−0.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 128,838 | $3.40M | 0.02% | +1,649+1.3% | Added |
| Great West Life Assurance Co | 129,531 | $3.41M | 0.01% | +68+0.1% | Added |
| D.A. Davidson & Co. | 129,898 | $3.43M | 0.02% | −74,899−36.6% | Reduced |
| Cetera Investment Advisers | 131,295 | $3.46M | 0.00% | −13,960−9.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 135,048 | $3.56M | 0.01% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 135,153 | $3.57M | 0.00% | −26,626−16.5% | Reduced |
| Hancock Whitney Corp | 138,680 | $3.66M | 0.06% | −950−0.7% | Reduced |
| QRG Capital Management, Inc. | 141,453 | $3.73M | 0.03% | +6,825+5.1% | Added |
| ProShare Advisors LLC | 144,367 | $3.81M | 0.01% | +1,378+1.0% | Added |
| Susquehanna International Group, LLP | 147,834 | $3.90M | 0.00% | −73,509−33.2% | Reduced |
| The PNC Financial Services Group, Inc. | 150,377 | $3.97M | 0.00% | −15,319−9.2% | Reduced |
| Rafferty Asset Management, LLC | 150,425 | $3.97M | 0.01% | +30,428+25.4% | Added |
| Treasurer of the State of North Carolina | 153,279 | $4.04M | 0.01% | −2,520−1.6% | Reduced |
| Jupiter Topco LLC | 155,086 | $4.09M | 0.00% | +155,086 | New |
| Russell Investments Group, Ltd. | 156,076 | $4.12M | 0.00% | −139,895−47.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 161,955 | $4.27M | 0.03% | +3,281+2.1% | Added |
| Rathbone Brothers plc | 170,235 | $4.49M | 0.02% | −2,145−1.2% | Reduced |
| Toronto Dominion Bank | 174,944 | $4.62M | 0.01% | −30,495−14.8% | Reduced |
| XTX Topco Ltd | 174,966 | $4.62M | 0.06% | +174,966 | New |
| Cacti Asset Management LLC | 175,180 | $4.62M | 0.23% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 181,983 | $4.80M | 0.01% | +15,000+9.0% | Added |
| Vista Investment Partners LLC | 182,880 | $4.83M | 1.22% | −3,765−2.0% | Reduced |
| Ossiam | 183,996 | $4.86M | 0.06% | +183,996 | New |
| Jones Financial Companies LLLP | 193,703 | $5.07M | 0.00% | +12,619+7.0% | Added |
| Natixis | 194,781 | $5.14M | 0.02% | +176,941+991.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 197,620 | $5.22M | 0.29% | −10,180−4.9% | Reduced |
| LPL Financial LLC | 201,694 | $5.32M | 0.00% | +3,510+1.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 203,180 | $5.36M | 0.01% | −30,434−13.0% | Reduced |
| Stifel Financial Corp | 203,828 | $5.38M | 0.00% | −37,712−15.6% | Reduced |
| Prudential Financial Inc | 205,735 | $5.43M | 0.01% | −49,525−19.4% | Reduced |
| Lazard Asset Management LLC | 206,298 | $5.44M | 0.01% | +89,783+77.1% | Added |
| State of Wisconsin Investment Board | 208,725 | $5.51M | 0.01% | +142,860+216.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 208,808 | $5.51M | 0.11% | −73,883−26.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 214,040 | $5.65M | 0.01% | −4,694−2.1% | Reduced |
| Gabelli Funds LLC | 215,000 | $5.67M | 0.04% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 219,074 | $5.78M | 0.01% | +24,145+12.4% | Added |
| Man Group plc | 219,472 | $5.79M | 0.01% | +82,608+60.4% | Added |
| GWM Advisors LLC | 222,541 | $5.87M | 0.02% | +155,038+229.7% | Added |
| Vontobel Holding Ltd. | 223,269 | $5.89M | 0.02% | −37,473−14.4% | Reduced |
| Algert Global LLC | 225,407 | $5.95M | 0.07% | −51,190−18.5% | Reduced |
| New York State Common Retirement Fund | 225,831 | $5.96M | 0.01% | −16,759−6.9% | Reduced |
| Wells Fargo & Company | 231,943 | $6.12M | 0.00% | −148,962−39.1% | Reduced |
| Creative Planning | 242,112 | $6.39M | 0.00% | +748+0.3% | Added |
| CI Private Wealth, LLC | 245,662 | $6.48M | 0.01% | +18,651+8.2% | Added |
| State of Tennessee, Treasury Department | 246,959 | $6.52M | 0.02% | +46,789+23.4% | Added |
| Poehling Capital Management, LLC | 251,429 | $6.64M | 1.42% | −1,570−0.6% | Reduced |
| Del-Sette Capital Management, LLC | 251,878 | $6.65M | 3.88% | +105,223+71.7% | Added |
| SRS Capital Advisors, Inc. | 254,652 | $6.72M | 0.04% | +242,026+1,916.9% | Added |
| Thrivent Financial for Lutherans | 255,005 | $6.73M | 0.01% | −140,955−35.6% | Reduced |
| Wesleyan Assurance Society | 258,136 | $6.81M | 0.34% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 269,662 | $7.12M | 0.07% | −74,189−21.6% | Reduced |
| National Bank of Canada | 271,942 | $7.18M | 0.01% | +15,761+6.2% | Added |
| Manufacturers Life Insurance Company, The | 277,133 | $7.31M | 0.01% | −8,751−3.1% | Reduced |
| Ibex Wealth Advisors | 279,655 | $7.38M | 0.58% | +8,074+3.0% | Added |
| Victory Capital Management Inc | 282,955 | $7.47M | 0.00% | +34,491+13.9% | Added |
| Exchange Traded Concepts, LLC | 286,979 | $7.57M | 0.04% | +277,217+2,839.8% | Added |
| Erste Asset Management GmbH | 289,059 | $7.60M | 0.06% | +45,896+18.9% | Added |
| Walleye Trading LLC | 296,475 | $7.82M | 0.11% | +286,473+2,864.2% | Added |
| Live Oak Private Wealth LLC | 321,030 | $8.47M | 1.06% | −17,747−5.2% | Reduced |
| Cambridge Financial Group, Inc. | 333,010 | $8.79M | 3.06% | +9,165+2.8% | Added |
| Delta Global Management LP | 340,928 | $9.00M | 0.98% | −781,329−69.6% | Reduced |
| Vanguard Asset Management, Ltd | 343,832 | $9.07M | 0.01% | +15,445+4.7% | Added |
| New York State Teachers Retirement System | 346,279 | $9.14M | 0.02% | −9,879−2.8% | Reduced |
| State Board of Administration of Florida Retirement System | 358,025 | $9.45M | 0.02% | −11,661−3.2% | Reduced |
| PEAK6 LLC | 370,123 | $9.77M | 0.24% | +370,123 | New |
| Mariner, LLC | 372,650 | $9.83M | 0.01% | +5,274+1.4% | Added |
| Canada Pension Plan Investment Board | 380,400 | $10.0M | 0.01% | −80,400−17.4% | Reduced |
| FMR LLC | 386,607 | $10.2M | 0.00% | −192,174−33.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 394,969 | $10.4M | 0.01% | +38,800+10.9% | Added |
| California State Teachers Retirement System | 410,656 | $10.8M | 0.01% | −6,820−1.6% | Reduced |
| Wealthcare Capital Management LLC | 432,545 | $11.4M | 1.08% | −33,000−7.1% | Reduced |
| Cerity Partners LLC | 453,937 | $12.0M | 0.01% | −248,197−35.3% | Reduced |
| Endure Capital Management, LLC | 461,606 | $12.2M | 7.91% | 00.0% | Unchanged |
| Citigroup Inc | 482,776 | $12.7M | 0.01% | −1,216,662−71.6% | Reduced |
| Credit Agricole S A | 496,528 | $13.1M | 0.03% | −152,804−23.5% | Reduced |
| First Trust Advisors LP | 507,912 | $13.4M | 0.01% | −1,316,225−72.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 562,086 | $14.8M | 0.24% | −13,200−2.3% | Reduced |
| Swiss Life Asset Management Ltd | 562,440 | $14.8M | 0.06% | +562,440 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 565,637 | $14.9M | 0.01% | +26,870+5.0% | Added |
| Franklin Resources Inc | 565,704 | $14.9M | 0.00% | −254,725−31.0% | Reduced |
| STRS Ohio | 566,988 | $15.0M | 0.06% | +558,284+6,414.1% | Added |
| Wellington Management Group LLP | 574,267 | $15.2M | 0.00% | +322,118+127.7% | Added |