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; 681 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: 578 institutions have reported holding IVZ so far. See Q3 2026
- Institutional holders
- 681
- +46 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
- 108
- 263 more added
- Sold out
- 62
- 229 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 | 681 | $11.2B |
| Q1 2026 | 645 | $10.2B |
| Q4 2025 | 638 | $10.8B |
| Q3 2025 | 572 | $9.08B |
| Q2 2025 | 525 | $6.50B |
| Q1 2025 | 523 | $6.17B |
| Q4 2024 | 529 | $7.04B |
| Q3 2024 | 496 | $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 |
|---|---|---|---|---|---|
| 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 |
| Principal Financial Group Inc | 581,395 | $15.3M | 0.01% | −243,152−29.5% | Reduced |
| Jump Financial, LLC | 688,140 | $18.2M | 0.16% | +490,539+248.2% | Added |
| Legal & General Group Plc | 692,931 | $18.3M | 0.00% | +9,480+1.4% | Added |
| Rhumbline Advisers | 698,049 | $18.4M | 0.01% | −47,637−6.4% | Reduced |
| California Public Employees Retirement System | 706,675 | $18.6M | 0.01% | +8,190+1.2% | Added |
| Swiss National Bank | 713,200 | $18.8M | 0.01% | +9,700+1.4% | Added |
| Capital Fund Management S.A. | 716,388 | $18.9M | 0.14% | +376,422+110.7% | Added |
| NFJ Investment Group, LLC | 717,486 | $18.9M | 0.64% | +717,486 | New |
| HSBC Holdings PLC | 720,753 | $19.0M | 0.01% | +46,716+6.9% | Added |
| Trexquant Investment LP | 778,963 | $20.6M | 0.13% | +736,377+1,729.2% | Added |
| Ieq Capital, LLC | 847,307 | $22.4M | 0.10% | −67,077−7.3% | Reduced |
| BNP Paribas Arbitrage, SA | 878,328 | $23.2M | 0.01% | −212,721−19.5% | Reduced |
| Two Sigma Investments, LP | 889,615 | $23.5M | 0.02% | +502,470+129.8% | Added |
| Todd Asset Management LLC | 899,988 | $23.8M | 0.42% | −26,725−2.9% | Reduced |
| SEI Investments Co | 914,734 | $24.2M | 0.02% | −481,457−34.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 933,601 | $24.6M | 0.17% | −26,840−2.8% | Reduced |
| Bank of Montreal | 940,108 | $24.8M | 0.01% | +133,991+16.6% | Added |
| Vanguard Global Advisers, LLC | 953,445 | $25.2M | 0.01% | −18,505−1.9% | Reduced |
| Jane Street Group, LLC | 1,065,061 | $28.1M | 0.02% | +1,051,150+7,556.3% | Added |
| Basswood Capital Management, L.L.C. | 1,167,259 | $30.8M | 1.32% | −37,026−3.1% | Reduced |
| Letko, Brosseau & Associates Inc | 1,180,538 | $31.2M | 0.46% | −17,725−1.5% | Reduced |
| Wedge Capital Management L L P | 1,208,058 | $31.9M | 0.53% | −27,955−2.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,304,988 | $34.4M | 0.02% | +17,640+1.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,330,992 | $35.1M | 0.07% | +1,071,195+412.3% | Added |
| Engineers Gate Manager LP | 1,354,613 | $35.7M | 0.46% | +433,287+47.0% | Added |
| Royal Bank of Canada | 1,402,186 | $37.0M | 0.01% | +740,475+111.9% | Added |
| Squarepoint Ops LLC | 1,406,787 | $37.1M | 0.07% | +579,265+70.0% | Added |
| Fisher Asset Management, LLC | 1,447,838 | $38.2M | 0.01% | −13,649−0.9% | Reduced |
| Voloridge Investment Management, LLC | 1,480,030 | $39.1M | 0.17% | +573,329+63.2% | Added |
| Deutsche Bank AG | 1,502,247 | $39.6M | 0.01% | −485,182−24.4% | Reduced |
| Ameriprise Financial Inc | 1,511,613 | $39.9M | 0.01% | −285,771−15.9% | Reduced |
| JPMorgan Chase & Co | 1,590,043 | $42.2M | 0.00% | +110,377+7.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,609,215 | $42.5M | 0.06% | +1,581,318+5,668.4% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 1,625,472 | $42.9M | 1.01% | −1,345,472−45.3% | Reduced |
| Los Angeles Capital Management LLC | 1,650,885 | $43.6M | 0.16% | −444,687−21.2% | Reduced |
| Quantinno Capital Management LP | 1,809,782 | $47.8M | 0.06% | +235,054+14.9% | Added |
| Raymond James Financial Inc | 1,812,379 | $47.8M | 0.01% | +588,853+48.1% | Added |
| Citadel Advisors LLC | 1,862,292 | $49.1M | 0.03% | +1,553,780+503.6% | Added |
| SG Americas Securities, LLC | 1,876,561 | $49.5M | 0.03% | +1,814,220+2,910.2% | Added |
| Nuveen, LLC | 1,910,544 | $50.4M | 0.01% | −39,574−2.0% | Reduced |
| Bank of New York Mellon Corp | 2,109,979 | $55.7M | 0.01% | −1,321,715−38.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,969,959 | $56.0M | 0.09% | +454,882+30.0% | Added |
| Allianz Asset Management GmbH | 2,151,209 | $56.8M | 0.05% | +969,238+82.0% | Added |
| Bank of America Corp | 2,245,546 | $59.3M | 0.00% | −408,744−15.4% | Reduced |
| Vanguard Fiduciary Trust Co | 2,461,728 | $65.0M | 0.01% | −6,395−0.3% | Reduced |
| Barclays PLC | 2,816,366 | $74.3M | 0.02% | +420,310+17.5% | Added |
| UBS Group AG | 2,848,991 | $75.2M | 0.01% | −31,270−1.1% | Reduced |
| Alliancebernstein L.P. | 3,463,700 | $84.1M | 0.03% | −1,351,422−28.1% | Reduced |
| D. E. Shaw & Co., Inc. | 3,687,880 | $97.3M | 0.06% | +717,011+24.1% | Added |
| Nomura Asset Management International Inc. | 3,705,443 | $97.8M | 0.15% | +181,951+5.2% | Added |
| Macquarie Group Ltd | 3,725,321 | $98.3M | 0.42% | +390,017+11.7% | Added |
| Amundi | 3,992,511 | $105.4M | 0.03% | +2,950,411+283.1% | Added |
| Charles Schwab Investment Management Inc | 4,400,220 | $116.1M | 0.02% | −46,621−1.0% | Reduced |
| Norges Bank | 5,210,635 | $137.5M | 0.01% | +5,210,635 | New |
| Qube Research & Technologies Ltd | 5,348,752 | $141.2M | 0.16% | +2,763,704+106.9% | Added |
| Northern Trust Corp | 6,059,777 | $159.9M | 0.02% | +52,976+0.9% | Added |
| Morgan Stanley | 8,793,669 | $232.1M | 0.01% | +823,967+10.3% | Added |
| Invesco Ltd. | 9,309,278 | $245.7M | 0.02% | −1,248,747−11.8% | Reduced |
| Price T Rowe Associates Inc | 10,616,670 | $280.2M | 0.03% | −1,501,048−12.4% | Reduced |
| Goldman Sachs Group Inc | 11,149,168 | $294.2M | 0.03% | +605,275+5.7% | Added |
| Geode Capital Management, LLC | 12,503,038 | $329.4M | 0.02% | −338,156−2.6% | Reduced |
| AQR Capital Management LLC | 12,604,180 | $332.6M | 0.12% | +79,749+0.6% | Added |
| Millennium Management LLC | 15,689,569 | $414.0M | 0.28% | −5,959,106−27.5% | Reduced |
| State Street Corp | 16,793,008 | $443.2M | 0.01% | +87,930+0.5% | Added |
| Vanguard Portfolio Management LLC | 18,458,992 | $487.1M | 0.02% | −803,831−4.2% | Reduced |
| Dimensional Fund Advisors LP | 21,716,982 | $573.1M | 0.10% | +355,863+1.7% | Added |
| Vanguard Capital Management LLC | 28,104,027 | $741.7M | 0.02% | +138,964+0.5% | Added |
| BlackRock, Inc. | 38,713,707 | $1.02B | 0.02% | −34,114−0.1% | Reduced |
| Massachusetts Mutual Life Insurance Co | 81,332,319 | $2.15B | 90.22% | 00.0% | Unchanged |
| Sonoma Allocations LLC | 447,018 | – | – | +447,018 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,603,062−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,167,558−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −427,500−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −271,480−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −222,960−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −217,000−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −158,255−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −156,035−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −91,700−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −85,847−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −79,037−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −71,978−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −66,573−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −66,449−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −36,598−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −51,617−100.0% | Sold out |
| Three Seasons Wealth, LLC | 0 | $0 | 0.00% | −25,369−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −25,112−100.0% | Sold out |