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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 14,141 | $373.2K | 0.00% | −17,877−55.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,135 | $373.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,087 | $371.8K | 0.00% | +1,332+10.4% | Added |
| Holcombe Financial, Inc. | 14,080 | $371.6K | 0.21% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,980 | $369.3K | 0.01% | −185−1.3% | Reduced |
| Evolve Private Wealth, LLC | 13,893 | $366.5K | 0.02% | −10,334−42.7% | Reduced |
| Quadrant Capital Group LLC | 13,840 | $365.2K | 0.01% | −1,539−10.0% | Reduced |
| VestGen Advisors, LLC | 13,538 | $357.3K | 0.01% | +3,565+35.7% | Added |
| Proficio Capital Partners LLC | 13,530 | $357.1K | 0.01% | +13,530 | New |
| Landscape Capital Management, L.L.C. | 13,508 | $356.5K | 0.02% | −158,556−92.1% | Reduced |
| CSS LLC | 13,473 | $355.6K | 0.02% | −42,460−75.9% | Reduced |
| Great Lakes Advisors, LLC | 13,446 | $354.8K | 0.00% | −45,168−77.1% | Reduced |
| MUFG Securities Americas Inc. | 13,352 | $352.4K | 0.02% | +1,066+8.7% | Added |
| Brand Asset Management Group, Inc. | 13,314 | $351.4K | 0.08% | −101−0.8% | Reduced |
| Greenleaf Trust | 13,279 | $350.4K | 0.00% | +137+1.0% | Added |
| Securian Asset Management, Inc | 11,729 | $347.5K | 0.01% | −273−2.3% | Reduced |
| Element Wealth, LLC | 13,052 | $344.5K | 0.13% | +9+0.1% | Added |
| Evergreen Capital Management LLC | 12,840 | $338.8K | 0.01% | −16,827−56.7% | Reduced |
| 111 Capital | 12,832 | $338.6K | 0.06% | +12,832 | New |
| Gotham Asset Management, LLC | 12,637 | $333.5K | 0.00% | −213−1.7% | Reduced |
| Jackson Thornton Asset Management, LLC | 12,465 | $329.0K | 0.03% | −196−1.5% | Reduced |
| Pensionmark Financial Group, LLC | 13,470 | $327.9K | 0.01% | −96−0.7% | Reduced |
| Belpointe Asset Management LLC | 12,412 | $327.6K | 0.01% | +12,412 | New |
| Fortis Capital Advisors, LLC | 12,412 | $327.6K | 0.04% | +12,412 | New |
| Burton Enright Welch | 12,265 | $323.7K | 0.04% | +12,265 | New |
| United Community Bank | 12,222 | $322.5K | 0.10% | +75+0.6% | Added |
| Ritholtz Wealth Management | 12,124 | $319.9K | 0.00% | +769+6.8% | Added |
| Anb Bank | 12,101 | $319.3K | 0.12% | −223−1.8% | Reduced |
| Caerus Investment Advisors, LLC | 12,068 | $318.5K | 0.11% | +21+0.2% | Added |
| Coldstream Capital Management Inc | 12,008 | $316.9K | 0.00% | −439−3.5% | Reduced |
| Brinker Capital Investments, LLC | 11,971 | $315.9K | 0.00% | +247+2.1% | Added |
| Bayesian Capital Management, LP | 11,800 | $311.4K | 0.20% | +11,800 | New |
| Independent Financial Group, LLC | 11,752 | $310.1K | 0.01% | −100−0.8% | Reduced |
| V-Square Quantitative Management LLC | 11,726 | $309.4K | 0.03% | +1,070+10.0% | Added |
| QTR Family Wealth, LLC | 11,617 | $306.6K | 0.11% | +491+4.4% | Added |
| Dynasty Wealth Management, LLC | 11,603 | $306.2K | 0.00% | +11,603 | New |
| Keynote Financial Services LLC | 11,244 | $296.7K | 0.14% | 00.0% | Unchanged |
| LGT Group Foundation | 11,065 | $292.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 11,039 | $291.3K | 0.00% | +11,039 | New |
| Quarry LP | 10,941 | $288.7K | 0.05% | +918+9.2% | Added |
| IFP Advisors, Inc | 10,879 | $287.1K | 0.01% | +3,760+52.8% | Added |
| North Dakota State Investment Board | 10,824 | $285.6K | 0.01% | +185+1.7% | Added |
| Permanent Capital Management, LP | 10,798 | $285.0K | 0.04% | +10,798 | New |
| Ci Investments Inc. | 10,601 | $279.8K | 0.00% | +10,601 | New |
| Ironwood Investment Counsel, LLC | 10,562 | $278.7K | 0.04% | +324+3.2% | Added |
| Norden Group LLC | 10,489 | $276.8K | 0.02% | +313+3.1% | Added |
| Balyasny Asset Management LLC | 10,347 | $273.1K | 0.00% | +10,347 | New |
| Envestnet Portfolio Solutions, Inc. | 10,346 | $273.0K | 0.00% | +1,316+14.6% | Added |
| Stonebridge Capital Advisors LLC | 10,300 | $271.8K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,223 | $269.8K | 0.06% | +10,223 | New |
| Panagora Asset Management Inc | 10,190 | $268.9K | 0.00% | +16+0.2% | Added |
| Camden Capital, LLC | 10,140 | $267.6K | 0.01% | −109−1.1% | Reduced |
| Victory Financial Group, LLC | 10,052 | $265.3K | 0.03% | +1,562+18.4% | Added |
| Parcion Private Wealth LLC | 10,048 | $265.2K | 0.01% | +1,361+15.7% | Added |
| Savvy Advisors, Inc. | 9,976 | $263.3K | 0.01% | +842+9.2% | Added |
| Citizens Financial Group Inc | 9,879 | $260.7K | 0.00% | +9,879 | New |
| Symmetry Partners, LLC | 9,626 | $254.0K | 0.01% | +496+5.4% | Added |
| Carrera Capital Advisors | 9,542 | $251.8K | 0.04% | −1,108−10.4% | Reduced |
| MinichMacGregor Wealth Management, LLC | 9,492 | $250.5K | 0.04% | +225+2.4% | Added |
| Catalyst Funds Management Pty Ltd | 9,453 | $249.5K | 0.01% | +9,453 | New |
| Stratos Wealth Partners, LTD. | 9,443 | $249.2K | 0.00% | −747−7.3% | Reduced |
| Aaron Wealth Advisors | 9,313 | $245.8K | 0.01% | −3,091−24.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,276 | $244.8K | 0.01% | +386+4.3% | Added |
| Oxford Asset Management LLP | 9,064 | $239.2K | 0.12% | +9,064 | New |
| Mission Wealth Management, LP | 9,025 | $238.2K | 0.00% | +9,025 | New |
| TCG Advisory Services, LLC | 8,957 | $236.4K | 0.00% | +8,957 | New |
| AlphaCore Capital LLC | 8,929 | $235.6K | 0.00% | +8,929 | New |
| R Squared Ltd | 8,811 | $232.5K | 0.12% | +8,811 | New |
| Laird Norton Trust Company, LLC | 8,791 | $232.0K | 0.00% | +8,791 | New |
| Aster Capital Management (DIFC) Ltd | 8,724 | $230.2K | 0.05% | +8,724 | New |
| Parallax Volatility Advisers, L.P. | 8,486 | $223.9K | 0.01% | −974−10.3% | Reduced |
| DekaBank Deutsche Girozentrale | 9,528 | $221.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 8,350 | $220.4K | 0.01% | −1,250−13.0% | Reduced |
| Unique Wealth Strategies, LLC | 8,350 | $220.4K | 0.08% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 8,273 | $218.3K | 0.01% | +8,273 | New |
| FIL Ltd | 8,219 | $216.9K | 0.00% | +8,219 | New |
| Green Harvest Asset Management LLC | 8,207 | $216.6K | 0.00% | +8,207 | New |
| Metis Global Partners, LLC | 8,192 | $216.2K | 0.00% | −184−2.2% | Reduced |
| Avantax Planning Partners, Inc. | 8,187 | $216.1K | 0.01% | +8,187 | New |
| Plan Group Financial, LLC | 8,152 | $215.1K | 0.04% | +8,152 | New |
| Manske Wealth Management | 8,066 | $212.9K | 0.05% | +8,066 | New |
| Knightsbridge Asset Management, LLC | 8,041 | $212.2K | 0.03% | +8,041 | New |
| Empowered Funds, LLC | 8,001 | $211.1K | 0.00% | +8,001 | New |
| Cornerstone Select Advisors, LLC | 7,923 | $209.1K | 0.09% | −545−6.4% | Reduced |
| Checchi Capital Advisers, LLC | 7,874 | $207.8K | 0.01% | +7,874 | New |
| Global Retirement Partners, LLC | 7,848 | $207.1K | 0.00% | +7,848 | New |
| Bessemer Group Inc | 7,612 | $200.0K | 0.00% | +324+4.4% | Added |
| Atlas Capital Advisors LLC | 7,562 | $199.6K | 0.02% | +2,947+63.9% | Added |
| Louisbourg Investments Inc. | 7,250 | $191.3K | 0.04% | −1,425−16.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,227 | $190.7K | 0.00% | −8,139−53.0% | Reduced |
| Harbour Investments, Inc. | 7,180 | $189.5K | 0.00% | −185−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 7,172 | $189.3K | 0.00% | −13,919−66.0% | Reduced |
| SBI Securities Co., Ltd. | 6,792 | $179.2K | 0.00% | −130−1.9% | Reduced |
| MCF Advisors LLC | 6,782 | $179.0K | 0.01% | +930+15.9% | Added |
| Resona Asset Management Co.,Ltd. | 6,586 | $173.2K | 0.00% | +903+15.9% | Added |
| Essential Partners LLC | 5,681 | $149.9K | 0.07% | −40,641−87.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 5,025 | $132.6K | 0.01% | +902+21.9% | Added |
| Bayforest Capital Ltd | 4,860 | $128.3K | 0.12% | +4,860 | New |
| Parallel Advisors, LLC | 4,638 | $122.4K | 0.00% | −61−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 4,401 | $116.1K | 0.00% | −184−4.0% | Reduced |