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 |
|---|---|---|---|---|---|
| EFG International AG | 4,066 | $107.3K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 3,874 | $102.0K | 0.00% | −256−6.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,802 | $100.3K | 0.00% | −180−4.5% | Reduced |
| Danske Bank A/S | 3,700 | $97.6K | 0.00% | +3,200+640.0% | Added |
| Larson Financial Group LLC | 3,621 | $95.6K | 0.00% | +1,020+39.2% | Added |
| Umb Bank N A | 3,511 | $92.7K | 0.00% | +314+9.8% | Added |
| Proffitt & Goodson Inc | 3,477 | $91.8K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 3,470 | $91.6K | 0.00% | +3,470 | New |
| Caldwell Trust Co | 3,470 | $91.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8,799 | $90.3K | 0.03% | −18,061−67.2% | Reduced |
| TD Private Client Wealth LLC | 3,281 | $86.6K | 0.00% | +70+2.2% | Added |
| True Wealth Design, LLC | 3,175 | $83.8K | 0.02% | +352+12.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 2,995 | $79.0K | 0.01% | +1,208+67.6% | Added |
| Huntington National Bank | 2,944 | $77.7K | 0.00% | +238+8.8% | Added |
| Smartleaf Asset Management LLC | 2,682 | $70.5K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,649 | $69.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2,462 | $65.0K | 0.00% | +1,856+306.3% | Added |
| American National Bank | 2,288 | $60.4K | 0.01% | +492+27.4% | Added |
| Elevated Capital Advisors, LLC | 2,152 | $56.8K | 0.02% | −361−14.4% | Reduced |
| Institute for Wealth Management, LLC. | 2,106 | $55.6K | 0.00% | +2,106 | New |
| Truvestments Capital LLC | 2,105 | $55.5K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 2,090 | $55.0K | 0.00% | −484−18.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,081 | $54.9K | 0.01% | −1,790−46.2% | Reduced |
| Central Trust Co | 2,081 | $54.9K | 0.00% | +206+11.0% | Added |
| Capital Analysts, LLC | 2,038 | $54.0K | 0.00% | +2+0.1% | Added |
| Deseret Mutual Benefit Administrators | 1,945 | $51.3K | 0.02% | −555−22.2% | Reduced |
| Manchester Capital Management LLC | 1,866 | $49.2K | 0.01% | −2−0.1% | Reduced |
| Federated Hermes, Inc. | 1,853 | $48.9K | 0.00% | −9−0.5% | Reduced |
| Ronald Blue Trust, Inc. | 1,843 | $48.6K | 0.00% | −16−0.9% | Reduced |
| Clearstead Advisors, LLC | 1,811 | $47.8K | 0.00% | +1,613+814.6% | Added |
| HHM Wealth Advisors, LLC | 1,650 | $43.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,624 | $42.9K | 0.00% | −32−1.9% | Reduced |
| Private Trust Co NA | 1,543 | $40.7K | 0.00% | −1,212−44.0% | Reduced |
| Continuum Advisory, LLC | 1,474 | $38.9K | 0.00% | +1,474 | New |
| Crews Bank & Trust | 1,325 | $35.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,251 | $33.0K | 0.00% | −101−7.5% | Reduced |
| SJS Investment Consulting Inc. | 1,230 | $32.5K | 0.00% | +23+1.9% | Added |
| Onefund, LLC | 1,210 | $31.9K | 0.02% | −14−1.1% | Reduced |
| Zions Bancorporation, National Association | 1,056 | $27.9K | 0.00% | −142−11.9% | Reduced |
| CNB Bank | 1,048 | $27.7K | 0.01% | −1−0.1% | Reduced |
| Salem Investment Counselors Inc | 964 | $25.4K | 0.00% | +214+28.5% | Added |
| NBT Bank N A | 938 | $25.2K | 0.00% | +938 | New |
| Rosenberg Matthew Hamilton | 950 | $25.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 895 | $23.6K | 0.00% | +27+3.1% | Added |
| CVA Family Office, LLC | 869 | $22.9K | 0.00% | +370+74.1% | Added |
| Cape Investment Advisory, Inc. | 826 | $21.8K | 0.01% | +826 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 818 | $21.6K | 0.01% | +818 | New |
| HM Payson & Co | 790 | $20.8K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 785 | $20.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 783 | $20.7K | 0.00% | −24−3.0% | Reduced |
| Financial Gravity Companies, Inc. | 739 | $19.8K | 0.00% | +739 | New |
| Aventura Private Wealth, LLC | 750 | $19.8K | 0.01% | +750 | New |
| Basecamp Wealth Advisors LLC | 745 | $19.7K | 0.00% | +130+21.1% | Added |
| Atlantic Trust, LLC | 732 | $19.3K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 719 | $19.0K | 0.01% | +30+4.4% | Added |
| Cromwell Holdings LLC | 676 | $17.8K | 0.01% | +32+5.0% | Added |
| Gables Capital Management Inc. | 638 | $16.8K | 0.01% | −155−19.5% | Reduced |
| Salomon & Ludwin, LLC | 625 | $16.8K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 624 | $16.5K | 0.00% | −318−33.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 532 | $14.0K | 0.00% | +532 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 526 | $13.9K | 0.00% | −3,466−86.8% | Reduced |
| Dogwood Wealth Management LLC | 501 | $13.2K | 0.01% | +4+0.8% | Added |
| Fortitude Family Office, LLC | 493 | $13.0K | 0.00% | +63+14.7% | Added |
| Avion Wealth | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 460 | $12.1K | 0.00% | −288−38.5% | Reduced |
| Penserra Capital Management LLC | 460 | $12.0K | 0.00% | +46+11.1% | Added |
| JFS Wealth Advisors, LLC | 448 | $11.8K | 0.00% | +15+3.5% | Added |
| ZRC Wealth Management, LLC | 419 | $11.1K | 0.00% | +171+69.0% | Added |
| Silver Grove Financial Group, Inc. | 380 | $10.0K | 0.01% | +380 | New |
| Richardson Financial Services Inc. | 380 | $10.0K | 0.01% | +320+533.3% | Added |
| Manning & Napier Advisors LLC | 381 | $10.0K | 0.00% | +84+28.3% | Added |
| Ogorek Anthony Joseph | 399 | $10.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 358 | $9.45K | 0.01% | −38−9.6% | Reduced |
| Grove Bank & Trust | 353 | $9.32K | 0.00% | +195+123.4% | Added |
| LRI Investments, LLC | 340 | $8.97K | 0.00% | +38+12.6% | Added |
| SHP Wealth Management | 323 | $8.52K | 0.00% | +42+14.9% | Added |
| Sachetta, LLC | 308 | $8.13K | 0.00% | +308 | New |
| Covestor Ltd | 310 | $8.00K | 0.00% | −28−8.3% | Reduced |
| Oakworth Capital, Inc. | 211 | $7.21K | 0.00% | +211 | New |
| Princeton Global Asset Management LLC | 258 | $6.81K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 258 | $6.81K | 0.00% | +104+67.5% | Added |
| Farmers & Merchants Investments Inc | 247 | $6.52K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 247 | $6.52K | 0.00% | +247 | New |
| Keating Financial Advisory Services, Inc. | 246 | $6.49K | 0.00% | +5+2.1% | Added |
| Boyd Watterson Asset Management LLC | 244 | $6.44K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 247 | $6.44K | 0.00% | +247 | New |
| Geneos Wealth Management Inc. | 243 | $6.41K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 238 | $6.28K | 0.00% | +23+10.7% | Added |
| WealthCollab, LLC | 235 | $6.20K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 225 | $5.94K | 0.00% | +9+4.2% | Added |
| Stone House Investment Management, LLC | 223 | $5.88K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 220 | $5.81K | 0.00% | −9,118−97.6% | Reduced |
| Cornerstone Planning Group LLC | 190 | $5.79K | 0.00% | +11+6.1% | Added |
| Triumph Capital Management | 203 | $5.36K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 187 | $4.93K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 178 | $4.70K | 0.00% | +178 | New |
| United Financial Planning Group LLC | 178 | $4.70K | 0.00% | +178 | New |
| Torren Management, LLC | 176 | $4.65K | 0.00% | +12+7.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 171 | $4.51K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 162 | $4.28K | 0.00% | 00.0% | Unchanged |