InvescoIVZ
13F holders, Q2 2025 (June 30)522holders +5
71new positions
68sold out
11famous investors
$15.77avg. 13F price*
At the end of Q2 2025, 522 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 5 from Q1 2025. 71 opened new positions and 68 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($1.3B), Vanguard Group Inc. ($811.0M) and BlackRock, Inc. ($713.4M). 11 famous investors held it, including Nelson Peltz (6.1% of Trian Fund Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.2% 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $72.3M |
| Exits | 68 | $35.9M |
All 13F filers, Q1 2025 → Q2 2025: 37,810,673 shares bought and 33,437,906 shares sold, net +4,372,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 522 holders
| Massachusetts Mutual Life Insurance Co. | 83.44% | No change | 81,332,319 | $1.3B |
| Vanguard Group Inc. | 0.01% | Add +4.4% | 51,424,928 | $811.0M |
| BlackRock, Inc. | 0.01% | Reduce -5.5% | 45,239,328 | $713.4M |
| State Street Corp. | 0.01% | Add +1.5% | 22,260,704 | $351.1M |
| Dimensional Fund Advisors LP | 0.08% | Add +6.4% | 21,011,543 | $331.4M |
| Trian Fund Management | 6.08% | Reduce -36.9% | 14,628,455 | $230.7M |
| AQR Capital Management | 0.15% | Add +5.3% | 11,612,559 | $182.5M |
| Geode Capital Management, LLC | 0.01% | Add +0.8% | 11,107,421 | $174.8M |
| Goldman Sachs Group Inc. | 0.03% | Add +55.7% | 10,942,724 | $172.6M |
| Royal Bank of Canada | 0.03% | Add +814.3% | 8,929,559 | $140.8M |
| Alliancebernstein L.P. | 0.04% | Add +13.4% | 7,924,717 | $125.0M |
| Morgan Stanley | 0.01% | Add +1.8% | 6,662,406 | $105.1M |
| Northern Trust Corp. | 0.01% | Reduce -7.2% | 6,570,512 | $103.6M |
| UBS Group AG | 0.02% | Reduce -6.3% | 5,740,028 | $90.5M |
| Balyasny Asset Management L.P. | 0.18% | Add +58.1% | 5,092,189 | $80.3M |
| Fisher Asset Management | 0.03% | Add +4.1% | 4,938,846 | $77.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.6% | 4,478,090 | $70.6M |
| Citadel Advisors | 0.06% | Add +0.8% | 4,059,439 | $64.0M |
| First Trust Advisors LP | 0.04% | Add +5065.4% | 3,380,933 | $53.3M |
| Norges Bank | 0.01% | No change | 3,287,134 | $51.8M |
| Bank of America Corp. | 0.00% | Add +52.6% | 2,893,883 | $45.6M |
| Deutsche Bank AG | 0.02% | Reduce -3.0% | 2,886,246 | $45.5M |
| Barclays PLC | 0.02% | Reduce -2.9% | 2,670,855 | $42.1M |
| Amundi | 0.01% | Reduce -25.7% | 2,380,778 | $39.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.8% | 2,197,251 | $34.7M |
| Nuveen, LLC | 0.01% | Reduce -1.9% | 1,885,159 | $29.7M |
| Macquarie Group Ltd. | 0.04% | Add +15.9% | 1,832,478 | $28.9M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +12.5% | 1,605,890 | $25.3M |
| Letko, Brosseau & Associates Inc. | 0.48% | Add +0.6% | 1,602,438 | $25.3M |
| Principal Financial Group Inc. | 0.01% | Add +5.0% | 1,468,826 | $23.2M |
| Millennium Management | 0.02% | Reduce -44.9% | 1,460,529 | $23.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +38.4% | 1,448,947 | $22.8M |
| Tudor Investment Corporation | 0.16% | Add +153.7% | 1,322,017 | $20.8M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.8% | 1,237,767 | $19.5M |
| AXA S.A. | 0.06% | Add +29.1% | 1,235,668 | $19.5M |
| Swiss Life Asset Management Ltd | 0.11% | Add +0.3% | 1,181,302 | $18.6M |
| Voloridge Investment Management, LLC | 0.07% | Reduce -59.5% | 1,163,515 | $18.3M |
| Verition Fund Management LLC | 0.11% | Add +200.1% | 1,153,700 | $18.2M |
| Allianz Asset Management GmbH | 0.02% | Add +6.2% | 1,139,571 | $18.0M |
| BNP Paribas Financial Markets | 0.01% | Reduce -41.8% | 1,098,527 | $17.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.8% | 1,096,073 | $17.3M |
| Prudential Financial Inc. | 0.02% | Add +82.4% | 1,052,329 | $16.6M |
| Point72 Asset Management | 0.04% | New | 1,012,446 | $16.0M |
| Governors Lane LP | 2.02% | New | 925,217 | $14.6M |
| Legal & General Group Plc | 0.00% | Add +12.1% | 884,579 | $13.9M |
| Bank of Nova Scotia | 0.03% | Add +78.9% | 878,006 | $13.8M |
| Rhumbline Advisers | 0.01% | Add +10.4% | 872,107 | $13.8M |
| Quantinno Capital Management LP | 0.06% | Add +60.0% | 843,872 | $13.3M |
| National Bank of Canada | 0.01% | Add +121.2% | 759,976 | $12.0M |
| Two Sigma Advisers, LP | 0.02% | Reduce -70.9% | 759,900 | $12.0M |
| Cerity Partners LLC | 0.02% | Reduce -4.2% | 755,667 | $11.9M |
| Squarepoint Ops LLC | 0.02% | Reduce -32.8% | 701,211 | $11.1M |
| Swiss National Bank | 0.01% | Add +4.8% | 684,500 | $10.8M |
| Bank of Montreal | 0.01% | Add +163.5% | 676,333 | $10.7M |
| Basswood Capital Management, L.L.C. | 0.52% | Reduce -19.1% | 660,240 | $10.4M |
| Ameriprise Financial Inc. | 0.00% | Add +67.9% | 657,670 | $10.4M |
| Marshall Wace, LLP | 0.01% | Reduce -74.6% | 652,301 | $10.3M |
| Capital Fund Management S.A. | 0.11% | Add +93.6% | 641,167 | $10.1M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -57.3% | 635,482 | $10.0M |
| California Public Employees Retirement System | 0.01% | Add +18.4% | 630,540 | $9.9M |
| HSBC Holdings PLC | 0.01% | Add +15.6% | 626,869 | $9.9M |
| Man Group plc | 0.02% | Reduce -25.9% | 612,229 | $9.7M |
| Wealthcare Capital Management LLC | 0.94% | Reduce -5.5% | 564,545 | $8.9M |
| Ieq Capital, LLC | 0.05% | Add +50.4% | 536,964 | $8.5M |
| Algert Global LLC | 0.16% | No change | 482,497 | $7.6M |
| Citigroup Inc. | 0.01% | Add +8.8% | 477,935 | $7.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +1.2% | 466,306 | $7.4M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +1.5% | 465,149 | $7.3M |
| Cubist Systematic Strategies, LLC | 0.08% | New | 460,101 | $7.3M |
| Renaissance Technologies | 0.01% | Add +187.6% | 442,600 | $7.0M |
| Vontobel Holding Ltd. | 0.02% | Add +22.1% | 424,021 | $6.7M |
| D. E. Shaw & Co. | 0.01% | Reduce -22.9% | 408,353 | $6.4M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.1% | 404,936 | $6.4M |
| Olstein Capital Management, L.P. | 1.13% | Add +0.3% | 381,120 | $6.0M |
| State of Tennessee, Department of Treasury | 0.02% | Add +15.5% | 380,408 | $6.0M |
| Canada Pension Plan Investment Board | 0.01% | No change | 371,100 | $5.9M |
| FMR LLC | 0.00% | Reduce -19.6% | 365,901 | $5.8M |
| Live Oak Private Wealth LLC | 0.84% | Add +2.5% | 356,393 | $5.6M |
| Jain Global LLC | 0.09% | New | 348,340 | $5.5M |
| California State Teachers Retirement System | 0.01% | Add +9.6% | 343,866 | $5.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +155.4% | 343,827 | $5.4M |
| Cacti Asset Management LLC | 0.37% | No change | 333,017 | $5.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 303,625 | $4.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +5.8% | 295,702 | $4.7M |
| South Dakota Investment Council | 0.09% | No change | 295,113 | $4.7M |
| Victory Capital Management Inc. | 0.00% | Add +1.9% | 289,076 | $4.6M |
| LPL Financial LLC | 0.00% | Add +48.1% | 288,547 | $4.6M |
| GMO | 0.01% | Reduce -29.3% | 284,018 | $4.5M |
| Franklin Resources Inc. | 0.00% | Add +29.3% | 276,906 | $4.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.1% | 258,790 | $4.1M |
| Robeco Institutional Asset Management B.V. | 0.01% | No change | 258,351 | $4.1M |
| Wesleyan Assurance Society | 0.26% | Reduce -30.8% | 258,136 | $4.1M |
| Poehling Capital Management, INC. | 0.94% | Add +0.3% | 255,585 | $4.0M |
| Gifford Fong Associates | 0.93% | No change | 255,393 | $4.0M |
| Mubadala Investment Co PJSC | 0.02% | Add +7.2% | 253,456 | $4.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +14.6% | 245,321 | $3.9M |
| American Financial Group Inc. | 1.48% | No change | 245,000 | $3.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +570.3% | 239,735 | $3.8M |
| QRG Capital Management, Inc. | 0.03% | Add +87.6% | 239,193 | $3.8M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +0.6% | 236,397 | $3.7M |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.