InvescoIVZ
13F holders, Q2 2026 (June 30)670holders +32
96new positions
61sold out
9famous investors
$26.45avg. 13F price*
At the end of Q2 2026, 670 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 32 from Q1 2026. 96 opened new positions and 61 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($2.1B), BlackRock, Inc. ($1.0B) and Vanguard Capital Management LLC ($741.7M). 9 famous investors held it, including Nelson Peltz (1.0% of Trian Fund Management's portfolio), Israel Englander (0.3% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Invesco Ltd.
- Sector
- Finance
- CUSIP
- G491BT108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $132.7M |
| Exits | 61 | $121.4M |
All 13F filers, Q1 2026 → Q2 2026: 31,761,508 shares bought and 30,297,477 shares sold, net +1,464,031 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 670 holders
| Massachusetts Mutual Life Insurance Co. | 90.22% | No change | 81,332,319 | $2.1B |
| BlackRock, Inc. | 0.02% | Reduce -0.1% | 38,713,707 | $1.0B |
| Vanguard Capital Management LLC | 0.02% | Add +0.5% | 28,104,027 | $741.7M |
| Dimensional Fund Advisors LP | 0.10% | Add +1.7% | 21,716,982 | $573.1M |
| Vanguard Portfolio Management LLC | 0.02% | Reduce -4.2% | 18,458,992 | $487.1M |
| State Street Corp. | 0.01% | Add +0.5% | 16,793,008 | $443.2M |
| Millennium Management | 0.29% | Reduce -27.5% | 15,689,569 | $414.0M |
| AQR Capital Management | 0.12% | Add +0.6% | 12,604,180 | $332.6M |
| Geode Capital Management, LLC | 0.02% | Reduce -2.6% | 12,503,038 | $329.4M |
| Goldman Sachs Group Inc. | 0.03% | Add +5.7% | 11,149,168 | $294.2M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -12.4% | 10,616,670 | $280.2M |
| Invesco Ltd. | 0.02% | Reduce -11.8% | 9,309,278 | $245.7M |
| Morgan Stanley | 0.01% | Add +10.3% | 8,793,669 | $232.1M |
| Northern Trust Corp. | 0.02% | Add +0.9% | 6,059,777 | $159.9M |
| Qube Research & Technologies Ltd | 0.16% | Add +106.9% | 5,348,752 | $141.2M |
| Norges Bank | 0.01% | — | 5,210,635 | $137.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.1% | 4,400,220 | $116.1M |
| Amundi | 0.03% | Add +283.1% | 3,992,511 | $105.4M |
| Macquarie Group Ltd. | 0.42% | Add +11.7% | 3,725,321 | $98.3M |
| Nomura Asset Management International Inc. | 0.15% | Add +5.2% | 3,705,443 | $97.8M |
| D. E. Shaw & Co. | 0.06% | Add +24.1% | 3,687,880 | $97.3M |
| Alliancebernstein L.P. | 0.03% | Reduce -28.1% | 3,463,700 | $84.1M |
| UBS Group AG | 0.01% | Reduce -1.1% | 2,848,991 | $75.2M |
| Barclays PLC | 0.02% | Add +17.5% | 2,816,366 | $74.3M |
| Vanguard Fiduciary Trust Co. | 0.01% | Reduce -0.3% | 2,461,728 | $65.0M |
| Bank of America Corp. | 0.00% | Reduce -15.4% | 2,245,546 | $59.3M |
| Allianz Asset Management GmbH | 0.05% | Add +82.0% | 2,151,209 | $56.8M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +30.0% | 1,969,959 | $56.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -38.5% | 2,109,979 | $55.7M |
| Nuveen, LLC | 0.01% | Reduce -2.0% | 1,910,544 | $50.4M |
| SG Americas Securities, LLC | 0.03% | Add +2910.2% | 1,876,561 | $49.5M |
| Citadel Advisors | 0.03% | Add +503.6% | 1,862,292 | $49.1M |
| Raymond James Financial Inc. | 0.01% | Add +48.1% | 1,812,379 | $47.8M |
| Quantinno Capital Management LP | 0.06% | Add +14.9% | 1,809,782 | $47.8M |
| Los Angeles Capital Management LLC | 0.16% | Reduce -21.2% | 1,650,885 | $43.6M |
| Trian Fund Management | 1.01% | Reduce -45.3% | 1,625,472 | $42.9M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.06% | Add +5668.4% | 1,609,215 | $42.5M |
| JPMorgan Chase & Co. | 0.00% | Add +7.5% | 1,590,043 | $42.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -15.9% | 1,511,613 | $39.9M |
| Deutsche Bank AG | 0.01% | Reduce -24.4% | 1,502,247 | $39.6M |
| Voloridge Investment Management, LLC | 0.17% | Add +63.2% | 1,480,030 | $39.1M |
| Sonoma Allocations LLC | 11.90% | New | 447,018 | $38.3M |
| Fisher Asset Management | 0.01% | Reduce -0.9% | 1,447,838 | $38.2M |
| Squarepoint Ops LLC | 0.07% | Add +70.0% | 1,406,787 | $37.1M |
| Royal Bank of Canada | 0.01% | Add +111.9% | 1,402,186 | $37.0M |
| Engineers Gate Manager LP | 0.46% | Add +47.0% | 1,354,613 | $35.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.07% | Add +412.3% | 1,330,992 | $35.1M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +1.4% | 1,304,988 | $34.4M |
| Wedge Capital Management L L P | 0.53% | Reduce -2.3% | 1,208,058 | $31.9M |
| Letko, Brosseau & Associates Inc. | 0.46% | Reduce -1.5% | 1,180,538 | $31.2M |
| Basswood Capital Management, L.L.C. | 1.32% | Reduce -3.1% | 1,167,259 | $30.8M |
| Jane Street Group, LLC | 0.02% | Add +7556.3% | 1,065,061 | $28.1M |
| Vanguard Global Advisers, LLC | 0.01% | Reduce -1.9% | 953,445 | $25.2M |
| Bank of Montreal | 0.01% | Add +16.6% | 940,108 | $24.8M |
| Teachers Retirement System of the State of Kentucky | 0.17% | Reduce -2.8% | 933,601 | $24.6M |
| Sei Investments Co. | 0.02% | Reduce -34.5% | 914,734 | $24.2M |
| Todd Asset Management LLC | 0.42% | Reduce -2.9% | 899,988 | $23.8M |
| Two Sigma Investments, LP | 0.02% | Add +129.8% | 889,615 | $23.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -19.5% | 878,328 | $23.2M |
| Ieq Capital, LLC | 0.10% | Reduce -7.3% | 847,307 | $22.4M |
| Trexquant Investment LP | 0.13% | Add +1729.2% | 778,963 | $20.6M |
| HSBC Holdings PLC | 0.01% | Add +6.9% | 720,753 | $19.0M |
| NFJ Investment Group, LLC | 0.64% | New | 717,486 | $18.9M |
| Capital Fund Management S.A. | 0.14% | Add +110.7% | 716,388 | $18.9M |
| Swiss National Bank | 0.01% | Add +1.4% | 713,200 | $18.8M |
| California Public Employees Retirement System | 0.01% | Add +1.2% | 706,675 | $18.6M |
| Rhumbline Advisers | 0.01% | Reduce -6.4% | 698,049 | $18.4M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 692,931 | $18.3M |
| Jump Financial, LLC | 0.18% | Add +248.3% | 688,140 | $18.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -29.5% | 581,395 | $15.3M |
| Wellington Management Group LLP | 0.00% | Add +127.8% | 574,267 | $15.2M |
| STRS Ohio | 0.06% | Add +6414.1% | 566,988 | $15.0M |
| Franklin Resources Inc. | 0.00% | Reduce -31.1% | 565,704 | $14.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +5.0% | 565,637 | $14.9M |
| Swiss Life Asset Management Ltd | 0.06% | New | 562,440 | $14.8M |
| Susquehanna Portfolio Strategies, LLC | 0.24% | Reduce -2.3% | 562,086 | $14.8M |
| First Trust Advisors LP | 0.01% | Reduce -72.2% | 507,912 | $13.4M |
| Credit Agricole S A | 0.03% | Reduce -23.5% | 496,528 | $13.1M |
| Citigroup Inc. | 0.01% | Reduce -71.6% | 482,776 | $12.7M |
| Endure Capital Management, LLC | 7.93% | No change | 461,606 | $12.2M |
| Cerity Partners LLC | 0.01% | Reduce -35.4% | 453,937 | $12.0M |
| Wealthcare Capital Management LLC | 1.08% | Reduce -7.1% | 432,545 | $11.4M |
| California State Teachers Retirement System | 0.01% | Reduce -1.6% | 410,656 | $10.8M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +10.9% | 394,969 | $10.4M |
| FMR LLC | 0.00% | Reduce -33.2% | 386,607 | $10.2M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -17.4% | 380,400 | $10.0M |
| Mariner, LLC | 0.01% | Add +1.4% | 372,650 | $9.8M |
| PEAK6 LLC | 0.24% | New | 370,123 | $9.8M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -3.1% | 358,025 | $9.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -2.8% | 346,279 | $9.1M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | Add +4.7% | 343,832 | $9.1M |
| Delta Global Management LP | 0.98% | Reduce -69.6% | 340,928 | $9.0M |
| Cambridge Financial Group, Inc. | 3.06% | Add +2.8% | 333,010 | $8.8M |
| Live Oak Private Wealth LLC | 1.06% | Reduce -5.2% | 321,030 | $8.5M |
| Walleye Trading LLC | 0.11% | Add +2864.2% | 296,475 | $7.8M |
| Erste Asset Management GmbH | 0.06% | Add +18.9% | 289,059 | $7.6M |
| Exchange Traded Concepts, LLC | 0.04% | Add +2839.8% | 286,979 | $7.6M |
| Victory Capital Management Inc. | 0.00% | Add +13.9% | 282,955 | $7.5M |
| Ibex Wealth Advisors | 0.58% | Add +3.0% | 279,655 | $7.4M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -3.1% | 277,133 | $7.3M |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.