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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 30,103 | $794.4K | 0.00% | −37,611−55.5% | Reduced |
| Quilter Plc | 30,000 | $791.7K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 29,961 | $791.0K | 0.00% | 00.0% | Unchanged |
| Norinchukin Bank, The | 29,657 | $782.6K | 0.01% | +1,954+7.1% | Added |
| Ascent Group, LLC | 28,970 | $764.5K | 0.02% | +19,764+214.7% | Added |
| CAPROCK Group, Inc. | 28,171 | $743.4K | 0.01% | −1,537−5.2% | Reduced |
| Gradient Investments LLC | 28,112 | $741.9K | 0.01% | +28,112 | New |
| Keybank National Association | 28,076 | $740.9K | 0.00% | +7,039+33.5% | Added |
| Arvest Bank Trust Division | 27,722 | $731.6K | 0.04% | −1,913−6.5% | Reduced |
| CacheTech Inc. | 27,594 | $728.2K | 0.12% | +14,322+107.9% | Added |
| Krilogy Financial LLC | 27,572 | $727.6K | 0.02% | +595+2.2% | Added |
| Bleakley Financial Group, LLC | 27,299 | $720.4K | 0.01% | +9,145+50.4% | Added |
| Fifth Third Bancorp | 26,090 | $688.5K | 0.00% | +684+2.7% | Added |
| Wright Investors Service Inc | 25,679 | $677.7K | 0.19% | +25,679 | New |
| HighTower Advisors, LLC | 25,360 | $669.2K | 0.00% | −16,544−39.5% | Reduced |
| Wedmont Private Capital | 22,920 | $664.2K | 0.02% | +310+1.4% | Added |
| Advisors Asset Management, Inc. | 25,095 | $662.3K | 0.01% | −2,111−7.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 25,087 | $662.0K | 0.00% | −231,749−90.2% | Reduced |
| Kera Capital Partners, Inc. | 24,980 | $659.2K | 0.06% | +988+4.1% | Added |
| Lido Advisors, LLC | 24,640 | $650.3K | 0.00% | +12,898+109.8% | Added |
| Syon Capital LLC | 24,529 | $647.3K | 0.03% | +2,388+10.8% | Added |
| Apollon Wealth Management, LLC | 24,474 | $645.9K | 0.01% | +3,633+17.4% | Added |
| Venture Visionary Partners LLC | 24,415 | $644.3K | 0.02% | +30.0% | Added |
| Farther Finance Advisors, LLC | 24,380 | $643.3K | 0.01% | +533+2.2% | Added |
| Hartford Investment Management Co | 24,317 | $641.7K | 0.02% | −499−2.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 24,173 | $637.9K | 0.00% | −1,653−6.4% | Reduced |
| Virginia Retirement Systems Et Al | 23,500 | $620.2K | 0.00% | +5,850+33.1% | Added |
| Atria Investments LLC | 22,879 | $603.8K | 0.01% | +8,094+54.7% | Added |
| Waddell & Associates, LLC | 22,830 | $602.5K | 0.03% | +1,430+6.7% | Added |
| Allspring Global Investments Holdings, LLC | 22,440 | $602.1K | 0.00% | +981+4.6% | Added |
| Louisiana State Employees Retirement System | 22,700 | $599.1K | 0.01% | +100+0.4% | Added |
| Stock Yards Bank & Trust Co | 22,584 | $596.0K | 0.02% | −3,458−13.3% | Reduced |
| Militia Capital Management LLC | 22,300 | $588.5K | 0.11% | +22,300 | New |
| New Mexico Educational Retirement Board | 22,114 | $584.0K | 0.01% | +1,400+6.8% | Added |
| Aigen Investment Management, LP | 22,023 | $581.2K | 0.16% | +22,023 | New |
| Novare Capital Management LLC | 22,000 | $580.6K | 0.04% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 21,866 | $577.0K | 0.13% | +2,584+13.4% | Added |
| Sterling Capital Management LLC | 21,698 | $572.6K | 0.01% | −73,395−77.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 21,656 | $572.0K | 0.13% | +21,656 | New |
| Jefferies Financial Group Inc. | 21,610 | $570.3K | 0.01% | +21,610 | New |
| Frec Markets, Inc. | 21,567 | $569.2K | 0.05% | +9,060+72.4% | Added |
| Nomura Holdings Inc | 21,513 | $567.7K | 0.00% | +2,762+14.7% | Added |
| Guggenheim Capital LLC | 21,411 | $565.0K | 0.00% | −29,289−57.8% | Reduced |
| Centiva Capital, LP | 21,035 | $555.1K | 0.02% | +21,035 | New |
| Inscription Capital, LLC | 21,011 | $554.5K | 0.05% | +836+4.1% | Added |
| OpenArc Corporate Advisory, LLC | 20,931 | $552.4K | 0.01% | +134+0.6% | Added |
| Kestra Advisory Services, LLC | 20,572 | $542.9K | 0.00% | −929−4.3% | Reduced |
| M&T Bank Corp | 20,401 | $538.4K | 0.00% | +1,394+7.3% | Added |
| Warren Averett Asset Management, LLC | 20,100 | $530.4K | 0.00% | +2,765+16.0% | Added |
| Pavaki Capital Management LLC | 20,000 | $527.8K | 0.30% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 19,905 | $525.3K | 0.08% | +19,905 | New |
| Fieldview Capital Management, LLC | 19,657 | $518.7K | 0.15% | −1,361−6.5% | Reduced |
| Transcend Wealth Collective, LLC | 19,650 | $518.6K | 0.04% | +3,115+18.8% | Added |
| Maryland State Retirement & Pension System | 19,628 | $518.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 19,608 | $517.5K | 0.00% | +19,608 | New |
| Independent Advisor Alliance | 19,575 | $516.6K | 0.01% | +2,597+15.3% | Added |
| Arvest Investments, Inc. | 19,535 | $515.5K | 0.06% | −540−2.7% | Reduced |
| Wealth Management Associates, Inc. | 19,460 | $513.5K | 0.14% | +500+2.6% | Added |
| Standard Life Aberdeen plc | 19,145 | $505.2K | 0.00% | −3,419−15.2% | Reduced |
| USA Financial Formulas | 18,808 | $496.3K | 0.09% | +18,808 | New |
| Utah Retirement Systems | 18,775 | $495.5K | 0.00% | −462−2.4% | Reduced |
| Kendall Capital Management | 18,650 | $492.2K | 0.08% | −275−1.5% | Reduced |
| DnB Asset Management AS | 18,645 | $492.0K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 18,444 | $486.7K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 18,147 | $478.9K | 0.00% | +18,147 | New |
| WealthBridge Capital Management, LLC | 18,030 | $475.8K | 0.09% | +1,729+10.6% | Added |
| United Capital Financial Advisers, LLC | 17,712 | $467.4K | 0.00% | +1,235+7.5% | Added |
| RMB Capital Management, LLC | 17,570 | $463.7K | 0.01% | −3,288−15.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 17,500 | $461.8K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 17,402 | $459.2K | 0.12% | +667+4.0% | Added |
| MUFG Securities EMEA plc | 17,386 | $458.8K | 0.00% | −917−5.0% | Reduced |
| Glenmede Trust Co NA | 17,196 | $453.8K | 0.00% | +449+2.7% | Added |
| EP Wealth Advisors, LLC | 17,110 | $451.5K | 0.00% | +855+5.3% | Added |
| Commerce Bank | 16,999 | $448.6K | 0.00% | −134−0.8% | Reduced |
| Generali Asset Management SPA SGR | 16,801 | $443.4K | 0.01% | −270−1.6% | Reduced |
| US Bancorp | 16,739 | $441.7K | 0.00% | +3,438+25.8% | Added |
| Park Avenue Securities LLC | 16,725 | $441.0K | 0.00% | −2,620−13.5% | Reduced |
| EverSource Wealth Advisors, LLC | 16,706 | $440.9K | 0.01% | −2,563−13.3% | Reduced |
| AlphaCentric Advisors LLC | 16,483 | $435.0K | 0.37% | +4,564+38.3% | Added |
| Twinbeech Capital LP | 16,378 | $432.2K | 0.08% | +16,378 | New |
| CX Institutional | 16,358 | $432.0K | 0.01% | +225+1.4% | Added |
| Mather Group, LLC. | 16,284 | $429.7K | 0.00% | +1,792+12.4% | Added |
| Horizon Investments, LLC | 16,027 | $423.0K | 0.00% | +1,257+8.5% | Added |
| Allstate Corp | 15,955 | $421.1K | 0.00% | −41,304−72.1% | Reduced |
| EntryPoint Capital, LLC | 15,923 | $420.2K | 0.10% | +15,923 | New |
| Perigon Wealth Management, LLC | 15,870 | $418.8K | 0.01% | +15,870 | New |
| Brown Brothers Harriman & Co | 15,767 | $416.1K | 0.00% | +3,080+24.3% | Added |
| Vestcor Inc | 15,673 | $414.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 15,451 | $407.8K | 0.01% | +409+2.7% | Added |
| Steward Partners Investment Advisory, LLC | 15,364 | $405.4K | 0.00% | +14,622+1,970.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,287 | $403.4K | 0.00% | −85,307−84.8% | Reduced |
| Everence Capital Management Inc | 15,213 | $401.0K | 0.02% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 15,175 | $400.5K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 15,116 | $398.9K | 0.01% | +3,257+27.5% | Added |
| Nomura Asset Management Co Ltd | 15,030 | $396.6K | 0.00% | −620−4.0% | Reduced |
| Adams Wealth Management | 14,969 | $395.0K | 0.08% | +1,697+12.8% | Added |
| Atomi Financial Group, Inc. | 14,636 | $386.3K | 0.01% | −677−4.4% | Reduced |
| Ewa, LLC | 14,282 | $376.9K | 0.07% | +1,792+14.3% | Added |
| Versant Capital Management, Inc | 14,280 | $376.8K | 0.03% | +965+7.2% | Added |
| BTG Pactual Asset Management US LLC | 14,164 | $373.8K | 0.03% | −16,317−53.5% | Reduced |