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 |
|---|---|---|---|---|---|
| Persistent Asset Partners Ltd | 153 | $4.04K | 0.00% | +153 | New |
| GW&K Investment Management, LLC | 158 | $4.00K | 0.00% | −12−7.1% | Reduced |
| Creative Capital Management Investments LLC | 147 | $3.88K | 0.00% | +147 | New |
| Colonial Trust Co | 134 | $3.54K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 125 | $3.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 123 | $3.25K | 0.00% | +33+36.7% | Added |
| Vima LLC | 123 | $3.25K | 0.00% | +123 | New |
| Prestige Wealth Management Group LLC | 118 | $3.12K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 118 | $3.11K | 0.00% | −177−60.0% | Reduced |
| POM Investment Strategies, LLC | 118 | $3.11K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 111 | $2.94K | 0.00% | +111 | New |
| Transamerica Financial Advisors, Inc. | 108 | $2.86K | 0.00% | −49−31.2% | Reduced |
| Bare Financial Services, Inc | 108 | $2.85K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 103 | $2.72K | 0.00% | +30+41.1% | Added |
| Retirement Wealth Solutions LLC | 100 | $2.64K | 0.00% | −5−4.8% | Reduced |
| IFG Advisory, LLC | 99 | $2.62K | 0.00% | +99 | New |
| DiNuzzo Private Wealth, Inc. | 97 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 93 | $2.45K | 0.00% | +32+52.5% | Added |
| Quest 10 Wealth Builders, Inc. | 89 | $2.34K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 80 | $2.12K | 0.00% | +80 | New |
| 1620 Investment Advisors, Inc. | 80 | $2.11K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 78 | $2.06K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 75 | $1.98K | 0.00% | +14+23.0% | Added |
| LifeSteps Financial, Inc. | 75 | $1.98K | 0.00% | +75 | New |
| HFM Investment Advisors, LLC | 67 | $1.77K | 0.00% | +35+109.4% | Added |
| Strategic Wealth Partners, Ltd. | 66 | $1.74K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 66 | $1.74K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 61 | $1.61K | 0.00% | −200−76.6% | Reduced |
| American Capital Advisory, LLC | 55 | $1.45K | 0.00% | +14+34.1% | Added |
| Cornerstone Financial Management LLC | 55 | $1.45K | 0.00% | +18+48.6% | Added |
| Dunhill Financial, LLC | 54 | $1.45K | 0.00% | −12−18.2% | Reduced |
| Caitlin John, LLC | 53 | $1.40K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 49 | $1.29K | 0.00% | +14+40.0% | Added |
| Whipplewood Advisors, LLC | 49 | $1.29K | 0.00% | −117−70.5% | Reduced |
| Kilter Group LLC | 48 | $1.27K | 0.00% | −98−67.1% | Reduced |
| Glen Eagle Advisors, LLC | 43 | $1.14K | 0.00% | +43 | New |
| Hughes Financial Services, LLC | 42 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 41 | $1.08K | 0.00% | −21−33.9% | Reduced |
| South State Corp. | 39 | $1.03K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 38 | $1.00K | 0.00% | +38 | New |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $951 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $950 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 35 | $924 | 0.00% | +35 | New |
| Private Wealth Management Group, LLC | 33 | $871 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 32 | $845 | 0.00% | +8+33.3% | Added |
| Lloyd Advisory Services, LLC. | 29 | $771 | 0.00% | +29 | New |
| Financial Consulate, Inc | 29 | $766 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 26 | $687 | 0.00% | +26 | New |
| Cassaday & Co Wealth Management LLC | 20 | $528 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 20 | $528 | 0.00% | +20 | New |
| Meramec Financial Planners, LLC | 15 | $452 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 16 | $422 | 0.00% | +1+6.7% | Added |
| DecisionPoint Financial, LLC | 15 | $403 | 0.00% | +15 | New |
| Spectrum Wealth Advisory Group, LLC | 15 | $399 | 0.00% | +15 | New |
| NVWM, LLC | 15 | $396 | 0.00% | +5+50.0% | Added |
| Westfuller Advisors, LLC | 14 | $369 | 0.00% | −183−92.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 13 | $343 | 0.00% | −19−59.4% | Reduced |
| Tounjian Advisory Partners, LLC | 13 | $332 | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 12 | $317 | 0.00% | +12 | New |
| Nemes Rush Group LLC | 11 | $290 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $290 | 0.00% | +7+175.0% | Added |
| Creative Financial Designs Inc | 10 | $264 | 0.00% | 00.0% | Unchanged |
| Motco | 9 | $238 | 0.00% | +9 | New |
| SOA Wealth Advisors, LLC. | 7 | $196 | 0.00% | 00.0% | Unchanged |
| Trust Co | 7 | $186 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $158 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 5 | $132 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 5 | $132 | 0.00% | +5 | New |
| Steigerwald, Gordon & Koch Inc. | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 285 | $25 | 0.00% | +285 | New |
| Navigoe, LLC | 31 | $0 | 0.00% | +31 | New |
| Sonoma Allocations LLC | 447,018 | – | – | +447,018 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,603,062−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,167,558−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −427,500−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −271,480−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −222,960−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −217,000−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −158,255−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −156,035−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −91,700−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −85,847−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −79,037−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −71,978−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −66,573−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −66,449−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −36,598−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −51,617−100.0% | Sold out |
| Three Seasons Wealth, LLC | 0 | $0 | 0.00% | −25,369−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −25,112−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −20,353−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −20,165−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −19,150−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −17,377−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −16,463−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −15,009−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −14,539−100.0% | Sold out |