InvescoIVZ
13F holders, Q1 2025 (March 31)517holders −8
61new positions
69sold out
10famous investors
$15.14avg. 13F price*
At the end of Q1 2025, 517 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, down 8 from Q4 2024. 61 opened new positions and 69 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($1.2B), Vanguard Group Inc. ($747.3M) and BlackRock, Inc. ($726.6M). 10 famous investors held it, including Nelson Peltz (9.4% of Trian Fund Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Invesco Ltd.
- Sector
- Finance
- CUSIP
- G491BT108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $119.7M |
| Exits | 69 | $120.4M |
All 13F filers, Q4 2024 → Q1 2025: 33,681,635 shares bought and 29,876,788 shares sold, net +3,804,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 517 holders
| Massachusetts Mutual Life Insurance Co. | 83.19% | No change | 81,332,319 | $1.2B |
| Vanguard Group Inc. | 0.01% | Reduce -4.3% | 49,262,299 | $747.3M |
| BlackRock, Inc. | 0.02% | Reduce -12.8% | 47,899,333 | $726.6M |
| Trian Fund Management | 9.41% | No change | 23,173,442 | $351.5M |
| State Street Corp. | 0.01% | Add +1.3% | 21,928,364 | $332.7M |
| Dimensional Fund Advisors LP | 0.07% | Reduce -1.8% | 19,746,797 | $299.6M |
| Geode Capital Management, LLC | 0.01% | Add +6.1% | 11,019,327 | $166.9M |
| AQR Capital Management | 0.17% | Add +35.4% | 11,028,524 | $165.3M |
| Northern Trust Corp. | 0.02% | Add +11.3% | 7,083,410 | $107.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +99.6% | 7,026,920 | $106.6M |
| Alliancebernstein L.P. | 0.04% | Add +9.5% | 6,985,352 | $106.0M |
| Morgan Stanley | 0.01% | Add +9.8% | 6,546,326 | $99.3M |
| UBS Group AG | 0.02% | Add +68.7% | 6,127,705 | $93.0M |
| Fisher Asset Management | 0.03% | Add +4.6% | 4,743,059 | $72.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.7% | 4,452,945 | $67.6M |
| Citadel Advisors | 0.06% | Add +40.2% | 4,026,035 | $61.1M |
| Norges Bank | 0.01% | No change | 3,287,134 | $49.9M |
| Balyasny Asset Management L.P. | 0.12% | New | 3,220,523 | $48.9M |
| Deutsche Bank AG | 0.02% | Reduce -10.8% | 2,975,059 | $45.1M |
| Amundi | 0.02% | Add +20.8% | 3,204,847 | $44.3M |
| Voloridge Investment Management, LLC | 0.16% | Add +6.0% | 2,876,305 | $43.6M |
| Barclays PLC | 0.02% | Add +3.3% | 2,751,707 | $41.7M |
| Millennium Management | 0.04% | Reduce -63.3% | 2,652,802 | $40.2M |
| Two Sigma Advisers, LP | 0.09% | Reduce -30.8% | 2,609,800 | $39.6M |
| Marshall Wace, LLP | 0.05% | Add +1891.8% | 2,568,814 | $39.0M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.6% | 2,492,717 | $37.8M |
| Nuveen, LLC | 0.01% | — | 1,920,751 | $29.1M |
| Bank of America Corp. | 0.00% | Add +53.8% | 1,896,058 | $28.8M |
| BNP Paribas Financial Markets | 0.02% | Reduce -12.2% | 1,888,286 | $28.6M |
| Letko, Brosseau & Associates Inc. | 0.51% | Reduce -1.1% | 1,592,863 | $24.2M |
| Macquarie Group Ltd. | 0.03% | Add +16.1% | 1,581,399 | $24.0M |
| JPMorgan Chase & Co. | 0.00% | Add +18.1% | 1,517,878 | $23.0M |
| Qube Research & Technologies Ltd | 0.04% | Add +94.4% | 1,486,667 | $22.6M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +44.0% | 1,427,515 | $21.7M |
| Principal Financial Group Inc. | 0.01% | Add +177.3% | 1,398,364 | $21.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +26.2% | 1,228,607 | $18.6M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -12.4% | 1,498,442 | $18.2M |
| Swiss Life Asset Management Ltd | 0.13% | Reduce -0.2% | 1,177,521 | $17.9M |
| Allianz Asset Management GmbH | 0.02% | Add +16.8% | 1,073,314 | $16.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.2% | 1,046,667 | $15.9M |
| Squarepoint Ops LLC | 0.04% | Reduce -16.3% | 1,042,677 | $15.8M |
| ExodusPoint Capital Management, LP | 0.20% | New | 1,025,208 | $15.6M |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 976,702 | $14.8M |
| AXA S.A. | 0.05% | Add +949.6% | 957,468 | $14.5M |
| Jefferies Financial Group Inc. | 0.26% | New | 951,449 | $14.4M |
| Two Sigma Investments, LP | 0.03% | Reduce -64.0% | 841,369 | $12.8M |
| Man Group plc | 0.04% | Reduce -8.6% | 826,566 | $12.5M |
| Basswood Capital Management, L.L.C. | 0.70% | New | 815,699 | $12.4M |
| Rhumbline Advisers | 0.01% | Add +20.3% | 790,044 | $12.0M |
| Legal & General Group Plc | 0.00% | Add +19.7% | 789,263 | $12.0M |
| Cerity Partners LLC | 0.02% | Reduce -1.4% | 788,774 | $12.0M |
| AE Wealth Management LLC | 0.10% | Reduce -12.3% | 758,506 | $11.5M |
| Swiss National Bank | 0.01% | Reduce -1.6% | 653,100 | $9.9M |
| Wealthcare Capital Management LLC | 0.92% | Reduce -5.2% | 597,545 | $9.1M |
| Prudential Financial Inc. | 0.01% | Add +496.1% | 576,959 | $8.8M |
| HSBC Holdings PLC | 0.01% | Reduce -41.7% | 542,110 | $8.2M |
| California Public Employees Retirement System | 0.01% | Reduce -2.6% | 532,412 | $8.1M |
| D. E. Shaw & Co. | 0.01% | Add +474.4% | 529,538 | $8.0M |
| Quantinno Capital Management LP | 0.05% | Add +62.1% | 527,531 | $8.0M |
| Tudor Investment Corporation | 0.07% | Add +61.5% | 521,151 | $7.9M |
| Susquehanna Fundamental Investments, LLC | 0.13% | Add +50.0% | 493,073 | $7.5M |
| Bank of Nova Scotia | 0.02% | Add +25.6% | 490,827 | $7.4M |
| Algert Global LLC | 0.18% | Reduce -5.0% | 482,497 | $7.3M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +1.9% | 460,876 | $7.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +36.8% | 458,190 | $7.0M |
| FMR LLC | 0.00% | Reduce -7.1% | 455,404 | $6.9M |
| Citigroup Inc. | 0.01% | Add +93.4% | 439,250 | $6.7M |
| New York State Teachers Retirement System | 0.01% | Add +8.5% | 405,269 | $6.1M |
| GMO | 0.02% | Add +97.7% | 401,508 | $6.1M |
| LBP Am SA | 0.09% | Reduce -4.2% | 395,855 | $6.0M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 391,777 | $5.9M |
| Verition Fund Management LLC | 0.03% | Add +85.3% | 384,407 | $5.8M |
| Olstein Capital Management, L.P. | 1.06% | Reduce -19.1% | 380,020 | $5.8M |
| Wesleyan Assurance Society | 0.42% | No change | 372,873 | $5.7M |
| Canada Pension Plan Investment Board | 0.01% | Reduce -43.9% | 371,100 | $5.6M |
| Ieq Capital, LLC | 0.04% | Reduce -27.1% | 357,154 | $5.4M |
| Live Oak Private Wealth LLC | 0.85% | Add +8.6% | 347,642 | $5.3M |
| Vontobel Holding Ltd. | 0.02% | Add +8.7% | 347,316 | $5.3M |
| National Bank of Canada | 0.01% | Reduce -34.9% | 343,627 | $5.2M |
| Cacti Asset Management LLC | 0.39% | Add +2.1% | 333,017 | $5.1M |
| Capital Fund Management S.A. | 0.06% | New | 331,196 | $5.0M |
| State of Tennessee, Department of Treasury | 0.02% | Reduce -12.9% | 329,345 | $5.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.6% | 317,417 | $4.8M |
| California State Teachers Retirement System | 0.01% | Reduce -1.2% | 313,857 | $4.8M |
| Cinctive Capital Management LP | 0.37% | New | 307,455 | $4.7M |
| Quantbot Technologies LP | 0.15% | Add +184.5% | 304,141 | $4.6M |
| South Dakota Investment Council | 0.09% | No change | 295,113 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Add +81.1% | 283,699 | $4.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +48.1% | 279,388 | $4.2M |
| New York State Common Retirement Fund | 0.01% | Add +11.6% | 258,990 | $3.9M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -1.2% | 258,351 | $3.9M |
| Bank of Montreal | 0.00% | Reduce -41.3% | 256,714 | $3.9M |
| Gifford Fong Associates | 0.96% | No change | 255,393 | $3.9M |
| Poehling Capital Management, INC. | 0.98% | Add +0.2% | 254,761 | $3.9M |
| PEAK6 LLC | 0.15% | Add +373.0% | 248,151 | $3.8M |
| American Financial Group Inc. | 1.63% | No change | 245,000 | $3.7M |
| Public Sector Pension Investment Board | 0.02% | Add +110.0% | 244,800 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +33.2% | 242,343 | $3.7M |
| Mubadala Investment Co PJSC | 0.02% | Add +7.3% | 236,500 | $3.6M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -0.4% | 234,956 | $3.6M |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.