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; 674 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
- 674
- +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
- 262 more added
- Sold out
- 62
- 224 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 | 674 | $11.2B |
| Q1 2026 | 639 | $10.2B |
| Q4 2025 | 631 | $10.8B |
| Q3 2025 | 566 | $8.98B |
| Q2 2025 | 521 | $6.50B |
| Q1 2025 | 519 | $6.17B |
| Q4 2024 | 526 | $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 | 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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 269,662 | $7.12M | 0.07% | −74,189−21.6% | Reduced |
| Wesleyan Assurance Society | 258,136 | $6.81M | 0.34% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 255,005 | $6.73M | 0.01% | −140,955−35.6% | Reduced |
| SRS Capital Advisors, Inc. | 254,652 | $6.72M | 0.04% | +242,026+1,916.9% | Added |
| Del-Sette Capital Management, LLC | 251,878 | $6.65M | 3.88% | +105,223+71.7% | Added |
| Poehling Capital Management, LLC | 251,429 | $6.64M | 1.42% | −1,570−0.6% | Reduced |
| State of Tennessee, Treasury Department | 246,959 | $6.52M | 0.02% | +46,789+23.4% | Added |
| CI Private Wealth, LLC | 245,662 | $6.48M | 0.01% | +18,651+8.2% | Added |
| Creative Planning | 242,112 | $6.39M | 0.00% | +748+0.3% | Added |
| Wells Fargo & Company | 231,943 | $6.12M | 0.00% | −148,962−39.1% | Reduced |
| New York State Common Retirement Fund | 225,831 | $5.96M | 0.01% | −16,759−6.9% | Reduced |
| Algert Global LLC | 225,407 | $5.95M | 0.07% | −51,190−18.5% | Reduced |
| Vontobel Holding Ltd. | 223,269 | $5.89M | 0.02% | −37,473−14.4% | Reduced |
| GWM Advisors LLC | 222,541 | $5.87M | 0.02% | +155,038+229.7% | Added |
| Man Group plc | 219,472 | $5.79M | 0.01% | +82,608+60.4% | Added |
| Mercer Global Advisors Inc | 219,074 | $5.78M | 0.01% | +24,145+12.4% | Added |
| Gabelli Funds LLC | 215,000 | $5.67M | 0.04% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 214,040 | $5.65M | 0.01% | −4,694−2.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 208,808 | $5.51M | 0.11% | −73,883−26.1% | Reduced |
| State of Wisconsin Investment Board | 208,725 | $5.51M | 0.01% | +142,860+216.9% | Added |
| Lazard Asset Management LLC | 206,298 | $5.44M | 0.01% | +89,783+77.1% | Added |
| Prudential Financial Inc | 205,735 | $5.43M | 0.01% | −49,525−19.4% | Reduced |
| Stifel Financial Corp | 203,828 | $5.38M | 0.00% | −37,712−15.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 203,180 | $5.36M | 0.01% | −30,434−13.0% | Reduced |
| LPL Financial LLC | 201,694 | $5.32M | 0.00% | +3,510+1.8% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 197,620 | $5.22M | 0.29% | −10,180−4.9% | Reduced |
| Natixis | 194,781 | $5.14M | 0.02% | +176,941+991.8% | Added |
| Jones Financial Companies LLLP | 193,703 | $5.07M | 0.00% | +12,619+7.0% | Added |
| Ossiam | 183,996 | $4.86M | 0.06% | +183,996 | New |
| Vista Investment Partners LLC | 182,880 | $4.83M | 1.22% | −3,765−2.0% | Reduced |
| Storebrand Asset Management AS | 181,983 | $4.80M | 0.01% | +15,000+9.0% | Added |
| Cacti Asset Management LLC | 175,180 | $4.62M | 0.23% | 00.0% | Unchanged |
| XTX Topco Ltd | 174,966 | $4.62M | 0.06% | +174,966 | New |
| Toronto Dominion Bank | 174,944 | $4.62M | 0.01% | −30,495−14.8% | Reduced |
| Rathbone Brothers plc | 170,235 | $4.49M | 0.02% | −2,145−1.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 161,955 | $4.27M | 0.03% | +3,281+2.1% | Added |
| Russell Investments Group, Ltd. | 156,076 | $4.12M | 0.00% | −139,895−47.3% | Reduced |
| Jupiter Topco LLC | 155,086 | $4.09M | 0.00% | +155,086 | New |
| Treasurer of the State of North Carolina | 153,279 | $4.04M | 0.01% | −2,520−1.6% | Reduced |
| Rafferty Asset Management, LLC | 150,425 | $3.97M | 0.01% | +30,428+25.4% | Added |
| The PNC Financial Services Group, Inc. | 150,377 | $3.97M | 0.00% | −15,319−9.2% | Reduced |
| Susquehanna International Group, LLP | 147,834 | $3.90M | 0.00% | −73,509−33.2% | Reduced |
| ProShare Advisors LLC | 144,367 | $3.81M | 0.01% | +1,378+1.0% | Added |
| QRG Capital Management, Inc. | 141,453 | $3.73M | 0.03% | +6,825+5.1% | Added |
| Hancock Whitney Corp | 138,680 | $3.66M | 0.06% | −950−0.7% | Reduced |
| CIBC Bancorp USA Inc. | 135,153 | $3.57M | 0.00% | −26,626−16.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 135,048 | $3.56M | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 131,295 | $3.46M | 0.00% | −13,960−9.6% | Reduced |
| D.A. Davidson & Co. | 129,898 | $3.43M | 0.02% | −74,899−36.6% | Reduced |
| Great West Life Assurance Co | 129,531 | $3.41M | 0.01% | +68+0.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 128,838 | $3.40M | 0.02% | +1,649+1.3% | Added |
| Public Sector Pension Investment Board | 126,565 | $3.34M | 0.01% | −159−0.1% | Reduced |
| Systematic Alpha Investments, LLC | 126,193 | $3.33M | 0.09% | 00.0% | Unchanged |
| Czech National Bank | 126,179 | $3.33M | 0.02% | +5,258+4.3% | Added |
| New Age Alpha Advisors, LLC | 122,976 | $3.25M | 0.14% | +122,976 | New |
| Ruffer LLP | 122,638 | $3.23M | 0.11% | +10,436+9.3% | Added |
| Zacks Investment Management | 118,110 | $3.12M | 0.02% | +5,792+5.2% | Added |
| Vista Investment Partners II, LLC | 118,012 | $3.11M | 1.22% | −787−0.7% | Reduced |
| Dark Forest Capital Management LP | 117,895 | $3.11M | 0.20% | +95,913+436.3% | Added |
| Captrust Financial Advisors | 115,897 | $3.06M | 0.00% | +19,356+20.0% | Added |
| Easterly Investment Partners LLC | 113,750 | $3.00M | 0.15% | +113,750 | New |
| State of Michigan Retirement System | 113,498 | $3.00M | 0.01% | −2,500−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 111,295 | $2.94M | 0.01% | −3,227−2.8% | Reduced |
| Prana Capital Management, LP | 111,148 | $2.93M | 0.09% | +63,921+135.3% | Added |
| State of New Jersey Common Pension Fund D | 110,245 | $2.91M | 0.01% | −3,414−3.0% | Reduced |
| Colony Group, LLC | 107,346 | $2.83M | 0.00% | +9,294+9.5% | Added |
| Mount Lucas Management LP | 105,719 | $2.79M | 0.99% | +26,026+32.7% | Added |
| Truist Financial Corp | 105,235 | $2.78M | 0.00% | +4,092+4.0% | Added |
| MetLife Investment Management | 100,051 | $2.64M | 0.01% | −2,379−2.3% | Reduced |
| Pathstone Holdings, LLC | 99,318 | $2.62M | 0.01% | −11,214−10.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 98,226 | $2.59M | 0.00% | +9,957+11.3% | Added |
| Arizona State Retirement System | 98,079 | $2.59M | 0.01% | +238+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 97,912 | $2.58M | 0.01% | −5,515−5.3% | Reduced |
| CIBC Asset Management Inc | 97,317 | $2.57M | 0.01% | −2,136−2.1% | Reduced |
| Harmony Asset Management LLC | 96,651 | $2.55M | 0.68% | −1,493−1.5% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 96,506 | $2.55M | 0.38% | +96,506 | New |
| Qsemble Capital Management, LP | 95,845 | $2.53M | 0.32% | +95,845 | New |
| Schonfeld Strategic Advisors LLC | 95,061 | $2.51M | 0.01% | −222,353−70.1% | Reduced |
| Janney Montgomery Scott LLC | 94,817 | $2.50M | 0.00% | +12,109+14.6% | Added |
| Retirement Systems of Alabama | 93,129 | $2.46M | 0.01% | −1,157−1.2% | Reduced |
| Phillip James Consulting Co. | 88,120 | $2.43M | 1.90% | +88,120 | New |
| Northwestern Mutual Wealth Management Co | 91,820 | $2.42M | 0.00% | +4,186+4.8% | Added |
| Continental Advisors LLC | 91,690 | $2.42M | 1.42% | −6,000−6.1% | Reduced |
| Natixis Advisors, L.P. | 91,353 | $2.41M | 0.00% | −4,712−4.9% | Reduced |
| Baird Financial Group, Inc. | 90,755 | $2.40M | 0.00% | −10,536−10.4% | Reduced |
| Vanguard Investments Australia, Ltd. | 90,614 | $2.39M | 0.01% | +485+0.5% | Added |
| Neuberger Berman Group LLC | 88,607 | $2.34M | 0.00% | +2,023+2.3% | Added |
| Envestnet Asset Management Inc | 88,430 | $2.33M | 0.00% | +14,411+19.5% | Added |
| Wealthfront Advisers LLC | 86,439 | $2.28M | 0.00% | −937−1.1% | Reduced |
| Asset Management One Co.,Ltd. | 86,232 | $2.28M | 0.01% | +5,945+7.4% | Added |
| Cozad Asset Management Inc | 85,921 | $2.27M | 0.15% | +7,222+9.2% | Added |
| Assetmark, Inc | 84,989 | $2.24M | 0.00% | +16,733+24.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 84,059 | $2.22M | 0.00% | +50,999+154.3% | Added |
| Mackenzie Financial Corp | 82,799 | $2.19M | 0.00% | −52,795−38.9% | Reduced |
| Voya Investment Management LLC | 80,966 | $2.14M | 0.00% | −7,088−8.0% | Reduced |
| KBC Group NV | 80,858 | $2.13M | 0.00% | +39,258+94.4% | Added |
| KLP Kapitalforvaltning AS | 80,500 | $2.12M | 0.01% | −20,200−20.1% | Reduced |
| Havemeyer Place LP | 78,644 | $2.08M | 0.20% | −51,575−39.6% | Reduced |
| Merit Financial Group, LLC | 77,674 | $2.05M | 0.01% | +28,293+57.3% | Added |
| NEOS Investment Management LLC | 75,600 | $2.00M | 0.01% | +5,926+8.5% | Added |