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 |
|---|---|---|---|---|---|
| Pictet Asset Management Holding SA | 74,221 | $1.96M | 0.00% | −3,611−4.6% | Reduced |
| Highland Capital Management, LLC | 73,495 | $1.94M | 0.09% | +100+0.1% | Added |
| Mork Capital Management, LLC | 73,400 | $1.94M | 1.24% | 00.0% | Unchanged |
| Amalgamated Bank | 72,890 | $1.92M | 0.01% | −14,402−16.5% | Reduced |
| Cinctive Capital Management LP | 72,010 | $1.90M | 0.08% | −105,871−59.5% | Reduced |
| TD Asset Management Inc | 70,758 | $1.87M | 0.00% | −6,796−8.8% | Reduced |
| Group One Trading, L.P. | 69,968 | $1.85M | 0.05% | +52,613+303.2% | Added |
| TD Waterhouse Canada Inc. | 68,455 | $1.84M | 0.00% | +67,242+5,543.4% | Added |
| JustInvest LLC | 69,249 | $1.83M | 0.01% | −2,613−3.6% | Reduced |
| Summit Trail Advisors, LLC | 69,077 | $1.82M | 0.02% | +7,513+12.2% | Added |
| Walleye Capital LLC | 68,856 | $1.82M | 0.01% | +63,581+1,205.3% | Added |
| Gold Investment Management Ltd. | 68,426 | $1.81M | 0.49% | −591−0.9% | Reduced |
| Rothschild Investment LLC | 68,083 | $1.80M | 0.07% | +8,000+13.3% | Added |
| MML Investors Services, LLC | 68,020 | $1.80M | 0.00% | +14,561+27.2% | Added |
| Allworth Financial LP | 65,251 | $1.72M | 0.01% | +1,912+3.0% | Added |
| Pacer Advisors, Inc. | 65,129 | $1.72M | 0.00% | +42,936+193.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 62,587 | $1.65M | 0.00% | −149,156−70.4% | Reduced |
| Greenwood Capital Associates LLC | 62,423 | $1.65M | 0.16% | −3,729−5.6% | Reduced |
| Vident Advisory, LLC | 61,408 | $1.62M | 0.01% | +61,408 | New |
| Brighton Jones LLC | 58,860 | $1.55M | 0.03% | +86+0.1% | Added |
| Sequoia Financial Advisors, LLC | 58,792 | $1.55M | 0.01% | +18,451+45.7% | Added |
| Nisa Investment Advisors, LLC | 58,775 | $1.55M | 0.00% | +1,952+3.4% | Added |
| AE Wealth Management LLC | 58,037 | $1.53M | 0.01% | +1,767+3.1% | Added |
| UBS Asset Management Americas Inc | 57,770 | $1.52M | 0.00% | −947,631−94.3% | Reduced |
| Buckley Wealth Management, LLC | 57,185 | $1.51M | 0.37% | +225+0.4% | Added |
| Twin Tree Management, LP | 56,627 | $1.49M | 0.23% | +53,402+1,655.9% | Added |
| Tudor Investment Corp Et Al | 56,260 | $1.48M | 0.01% | −24,540−30.4% | Reduced |
| Convergence Investment Partners, LLC | 56,209 | $1.48M | 0.14% | −122,114−68.5% | Reduced |
| Wealthstar Advisors, LLC | 56,000 | $1.48M | 0.74% | +10,760+23.8% | Added |
| Foundations Investment Advisors, LLC | 55,044 | $1.45M | 0.01% | −546−1.0% | Reduced |
| Oregon Public Employees Retirement Fund | 54,535 | $1.44M | 0.02% | +3,700+7.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 52,975 | $1.40M | 0.00% | −1,197−2.2% | Reduced |
| Ensign Peak Advisors, Inc | 52,382 | $1.38M | 0.00% | +21,707+70.8% | Added |
| Emerald Investment Advisers, LLC | 51,425 | $1.36M | 0.09% | +24,432+90.5% | Added |
| Advisory Research Inc | 50,775 | $1.34M | 0.13% | +494+1.0% | Added |
| South Dakota Investment Council | 50,729 | $1.34M | 0.02% | −8,150−13.8% | Reduced |
| Parrish Capital LLC | 50,498 | $1.33M | 1.28% | −7,928−13.6% | Reduced |
| ARGA Investment Management, LP | 50,453 | $1.33M | 0.03% | +132+0.3% | Added |
| Contravisory Investment Management, Inc. | 49,852 | $1.32M | 0.23% | +882+1.8% | Added |
| Aquatic Capital Management LLC | 49,402 | $1.30M | 0.04% | +49,402 | New |
| Yousif Capital Management, LLC | 49,388 | $1.30M | 0.01% | −2,018−3.9% | Reduced |
| Inceptionr LLC | 49,136 | $1.30M | 0.32% | +27,878+131.1% | Added |
| Commonwealth Equity Services, LLC | 49,133 | $1.30M | 0.00% | −5,629−10.3% | Reduced |
| Aviance Capital Partners, LLC | 47,909 | $1.26M | 0.13% | +1,104+2.4% | Added |
| Fox Run Management, L.L.C. | 47,780 | $1.26M | 0.21% | +37,343+357.8% | Added |
| Jackson Creek Investment Advisors LLC | 42,294 | $1.25M | 0.41% | −5,978−12.4% | Reduced |
| Savant Capital, LLC | 46,598 | $1.24M | 0.00% | −2,113−4.3% | Reduced |
| Point Nemo Capital, LLC | 46,786 | $1.23M | 0.63% | +46,786 | New |
| Campbell & CO Investment Adviser LLC | 46,151 | $1.22M | 0.06% | +14,475+45.7% | Added |
| Teacher Retirement System of Texas | 45,773 | $1.21M | 0.00% | −21,895−32.4% | Reduced |
| American Financial Group Inc | 45,000 | $1.19M | 0.42% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 44,866 | $1.18M | 0.01% | −2,362−5.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 44,504 | $1.17M | 0.01% | −18,526−29.4% | Reduced |
| Lecap Asset Management Ltd | 43,811 | $1.16M | 0.50% | +43,811 | New |
| Kestra Private Wealth Services, LLC | 43,648 | $1.15M | 0.01% | −244−0.6% | Reduced |
| Xponance, Inc. | 43,466 | $1.15M | 0.01% | +197+0.5% | Added |
| State of Alaska, Department of Revenue | 43,435 | $1.15M | 0.01% | −799−1.8% | Reduced |
| Buckingham Strategic Partners | 43,316 | $1.14M | 0.01% | −6,737−13.5% | Reduced |
| Graham Capital Management, L.P. | 43,197 | $1.14M | 0.03% | +43,197 | New |
| Friedenthal Financial | 43,011 | $1.14M | 0.53% | −1,676−3.8% | Reduced |
| Vise Technologies, Inc. | 42,170 | $1.11M | 0.01% | +28,988+219.9% | Added |
| Edgestream Partners, L.P. | 41,845 | $1.10M | 0.03% | +29,001+225.8% | Added |
| Nordea Investment Management AB | 41,420 | $1.10M | 0.00% | +41,420 | New |
| NorthCrest Asset Manangement, LLC | 37,710 | $1.08M | 0.03% | +7,123+23.3% | Added |
| Pallas Capital Advisors LLC | 40,602 | $1.07M | 0.03% | +500+1.2% | Added |
| MAI Capital Management | 40,496 | $1.07M | 0.00% | +18,242+82.0% | Added |
| Ethic Inc. | 40,390 | $1.07M | 0.01% | +3,139+8.4% | Added |
| Equitable Holdings, Inc. | 40,348 | $1.06M | 0.01% | −1,119−2.7% | Reduced |
| Alps Advisors Inc | 40,345 | $1.06M | 0.00% | +40,345 | New |
| Neo Ivy Capital Management | 40,325 | $1.06M | 0.25% | +1,190+3.0% | Added |
| American Century Companies Inc | 40,213 | $1.06M | 0.00% | −8,185−16.9% | Reduced |
| Integrated Wealth Concepts LLC | 39,679 | $1.05M | 0.01% | −652−1.6% | Reduced |
| GAMMA Investing LLC | 39,656 | $1.05M | 0.04% | +1,799+4.8% | Added |
| Magnetar Financial LLC | 38,712 | $1.02M | 0.01% | −4,504−10.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 38,502 | $1.02M | 0.00% | −828−2.1% | Reduced |
| Daiwa Securities Group Inc. | 38,335 | $1.01M | 0.00% | +2,145+5.9% | Added |
| Sandler Capital Management | 37,987 | $1.00M | 0.59% | +37,987 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 37,710 | $995.2K | 0.00% | −142,457−79.1% | Reduced |
| Axq Capital, LP | 37,631 | $993.1K | 0.11% | −20,959−35.8% | Reduced |
| Private Advisor Group, LLC | 37,535 | $990.6K | 0.00% | +1,834+5.1% | Added |
| Maltese Capital Management LLC | 37,500 | $989.6K | 0.18% | +17,500+87.5% | Added |
| Brevan Howard Capital Management LP | 37,483 | $989.2K | 0.01% | +37,483 | New |
| Advisor Group Holdings, Inc. | 37,198 | $981.7K | 0.00% | −4,628−11.1% | Reduced |
| Advisory Services Network, LLC | 36,731 | $969.3K | 0.01% | +9,257+33.7% | Added |
| Twin Capital Management Inc | 36,702 | $968.6K | 0.11% | +714+2.0% | Added |
| IMC-Chicago, LLC | 36,328 | $958.7K | 0.01% | +36,328 | New |
| Chicago Partners Investment Group LLC | 31,414 | $936.1K | 0.02% | +4,504+16.7% | Added |
| Wealthcare Advisory Partners LLC | 35,255 | $930.4K | 0.02% | −2,285−6.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 35,134 | $927.2K | 0.33% | −767−2.1% | Reduced |
| HB Wealth Management, LLC | 35,100 | $926.3K | 0.01% | +9,571+37.5% | Added |
| Mizuho Securities USA LLC | 34,705 | $915.9K | 0.01% | +7,863+29.3% | Added |
| AlphaGrep UK Ltd | 33,812 | $892.3K | 0.27% | +16,276+92.8% | Added |
| Bull Harbor Capital LLC | 32,939 | $869.3K | 0.17% | +6,868+26.3% | Added |
| Polymer Capital Management (US) LLC | 32,650 | $861.6K | 0.13% | −2,584−7.3% | Reduced |
| Sanctuary Advisors, LLC | 32,340 | $853.5K | 0.00% | −1,034−3.1% | Reduced |
| Sciencast Management LP | 32,002 | $844.5K | 0.18% | +32,002 | New |
| Guinness Asset Management LTD | 31,472 | $830.5K | 0.01% | −5,561−15.0% | Reduced |
| Quantbot Technologies LP | 31,367 | $827.8K | 0.03% | −20,810−39.9% | Reduced |
| F/M Investments LLC | 31,360 | $827.6K | 0.04% | −168−0.5% | Reduced |
| Crossmark Global Holdings, Inc. | 30,296 | $799.5K | 0.01% | +768+2.6% | Added |