InvescoIVZ
13F holders, Q3 2025 (September 30)566holders +44
96new positions
51sold out
11famous investors
$22.95avg. 13F price*
At the end of Q3 2025, 566 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 44 from Q2 2025. 96 opened new positions and 51 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($1.9B), Vanguard Group Inc. ($1.2B) and BlackRock, Inc. ($865.0M). 11 famous investors held it, including Nelson Peltz (8.2% of Trian Fund Management's portfolio), Israel Englander (0.2% 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $227.6M |
| Exits | 51 | $76.5M |
All 13F filers, Q2 2025 → Q3 2025: 34,585,320 shares bought and 52,103,018 shares sold, net −17,517,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 566 holders
| Massachusetts Mutual Life Insurance Co. | 85.97% | No change | 81,332,319 | $1.9B |
| Vanguard Group Inc. | 0.02% | Add +1.1% | 52,018,068 | $1.2B |
| BlackRock, Inc. | 0.02% | Reduce -16.6% | 37,705,292 | $865.0M |
| State Street Corp. | 0.02% | Reduce -3.3% | 21,522,492 | $493.7M |
| Dimensional Fund Advisors LP | 0.10% | Add +1.5% | 21,330,647 | $489.3M |
| Trian Fund Management | 8.17% | No change | 14,628,455 | $335.6M |
| Millennium Management | 0.24% | Add +781.0% | 12,867,923 | $295.2M |
| Geode Capital Management, LLC | 0.02% | Add +0.9% | 11,203,054 | $256.5M |
| AQR Capital Management | 0.14% | Reduce -15.4% | 9,818,999 | $225.2M |
| Morgan Stanley | 0.01% | Add +14.6% | 7,631,911 | $175.1M |
| Northern Trust Corp. | 0.02% | Reduce -5.0% | 6,245,156 | $143.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -43.2% | 6,219,448 | $142.7M |
| Fisher Asset Management | 0.04% | Add +5.2% | 5,197,841 | $119.2M |
| Alliancebernstein L.P. | 0.04% | Reduce -37.0% | 4,992,076 | $114.5M |
| Citadel Advisors | 0.09% | Add +22.7% | 4,981,313 | $114.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.2% | 4,425,097 | $101.5M |
| UBS Group AG | 0.02% | Reduce -40.6% | 3,407,607 | $78.2M |
| Balyasny Asset Management L.P. | 0.16% | Reduce -34.7% | 3,326,031 | $76.3M |
| First Trust Advisors LP | 0.05% | Reduce -8.0% | 3,109,235 | $71.3M |
| Macquarie Group Ltd. | 0.08% | Add +61.1% | 2,952,193 | $67.7M |
| Holocene Advisors, LP | 0.13% | New | 2,428,894 | $55.7M |
| Bank of New York Mellon Corp | 0.01% | Add +0.6% | 2,209,538 | $50.7M |
| Samlyn Capital, LLC | 0.63% | New | 1,942,781 | $44.6M |
| Amundi | 0.01% | Reduce -25.4% | 1,775,738 | $42.8M |
| Barclays PLC | 0.02% | Reduce -33.8% | 1,767,826 | $40.6M |
| Nuveen, LLC | 0.01% | Reduce -8.2% | 1,730,880 | $39.7M |
| Letko, Brosseau & Associates Inc. | 0.63% | Reduce -0.1% | 1,601,138 | $36.7M |
| Ameriprise Financial Inc. | 0.01% | Add +134.7% | 1,543,279 | $35.4M |
| Alyeska Investment Group, L.P. | 0.11% | New | 1,515,987 | $34.8M |
| Allianz Asset Management GmbH | 0.04% | Add +30.4% | 1,485,494 | $34.1M |
| Bank of America Corp. | 0.00% | Reduce -49.4% | 1,465,851 | $33.6M |
| Deutsche Bank AG | 0.01% | Reduce -49.8% | 1,450,141 | $33.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.1% | 1,436,526 | $33.0M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -11.1% | 1,427,403 | $32.7M |
| JPMorgan Chase & Co. | 0.00% | Add +25.1% | 1,371,677 | $31.5M |
| Point72 Asset Management | 0.06% | Add +17.1% | 1,186,112 | $27.2M |
| Swiss Life Asset Management Ltd | 0.14% | Reduce -1.1% | 1,168,377 | $26.8M |
| Quantinno Capital Management LP | 0.07% | Add +34.4% | 1,134,237 | $26.0M |
| Prana Capital Management, LP | 0.76% | Add +425.8% | 998,874 | $22.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -32.4% | 979,285 | $22.5M |
| Basswood Capital Management, L.L.C. | 0.99% | Add +40.3% | 926,451 | $21.3M |
| Principal Financial Group Inc. | 0.01% | Reduce -37.3% | 921,304 | $21.1M |
| BNP Paribas Financial Markets | 0.02% | Reduce -16.3% | 919,084 | $21.1M |
| Rhumbline Advisers | 0.02% | Reduce -4.5% | 833,295 | $19.1M |
| Ieq Capital, LLC | 0.06% | Add +53.9% | 826,359 | $19.0M |
| Cerity Partners LLC | 0.03% | Add +8.3% | 818,143 | $18.8M |
| Legal & General Group Plc | 0.00% | Reduce -11.2% | 785,145 | $18.0M |
| Prudential Financial Inc. | 0.02% | Reduce -26.8% | 769,898 | $17.7M |
| D. E. Shaw & Co. | 0.01% | Add +84.7% | 754,046 | $17.3M |
| Citigroup Inc. | 0.01% | Add +53.3% | 732,436 | $16.8M |
| Swiss National Bank | 0.01% | Add +1.4% | 694,300 | $15.9M |
| California Public Employees Retirement System | 0.01% | Add +2.8% | 647,918 | $14.9M |
| Thrivent Financial for Lutherans | 0.03% | Add +83.5% | 631,046 | $14.5M |
| Walleye Trading LLC | 0.23% | Add +2374.4% | 629,130 | $14.4M |
| Capital Fund Management S.A. | 0.14% | Reduce -4.3% | 613,663 | $14.1M |
| Nomura Holdings Inc. | 0.07% | New | 585,707 | $13.4M |
| Susquehanna Portfolio Strategies, LLC | 0.21% | Add +4258.2% | 575,286 | $13.2M |
| Jane Street Group, LLC | 0.02% | New | 564,145 | $12.9M |
| Wealthcare Capital Management LLC | 1.24% | Reduce -5.8% | 531,545 | $12.2M |
| Squarepoint Ops LLC | 0.02% | Reduce -27.9% | 505,283 | $11.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +7.1% | 498,305 | $11.4M |
| Royal Bank of Canada | 0.00% | Reduce -94.7% | 473,467 | $10.9M |
| AXA Investment Managers S.A. | 0.03% | — | 468,582 | $10.7M |
| Algert Global LLC | 0.17% | Reduce -7.2% | 447,807 | $10.3M |
| State of Tennessee, Department of Treasury | 0.03% | Add +15.9% | 441,026 | $10.1M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -10.9% | 415,314 | $9.5M |
| FMR LLC | 0.00% | Add +12.9% | 413,208 | $9.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +65.4% | 405,820 | $9.3M |
| Lighthouse Investment Partners, LLC | 0.31% | Add +58.4% | 373,651 | $8.6M |
| Verition Fund Management LLC | 0.05% | Reduce -67.8% | 371,909 | $8.5M |
| Canada Pension Plan Investment Board | 0.01% | No change | 371,100 | $8.5M |
| New York State Teachers Retirement System | 0.02% | Reduce -11.0% | 360,486 | $8.3M |
| Live Oak Private Wealth LLC | 1.14% | Add +0.3% | 357,291 | $8.2M |
| Franklin Resources Inc. | 0.00% | Add +28.4% | 355,615 | $8.2M |
| Man Group plc | 0.02% | Reduce -43.0% | 348,880 | $8.0M |
| Schonfeld Strategic Advisors LLC | 0.06% | New | 347,622 | $8.0M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | New | 337,054 | $7.7M |
| California State Teachers Retirement System | 0.01% | Reduce -2.3% | 335,852 | $7.7M |
| Bank of Montreal | 0.00% | Reduce -53.3% | 315,707 | $7.2M |
| Maltese Capital Management LLC | 1.11% | Add +110.0% | 315,000 | $7.2M |
| HSBC Holdings PLC | 0.00% | Reduce -49.5% | 316,237 | $7.2M |
| Point72 Europe (London) LLP | 0.39% | New | 309,633 | $7.1M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +380.2% | 307,025 | $7.0M |
| Olstein Capital Management, L.P. | 1.32% | Reduce -20.2% | 304,000 | $7.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.2% | 303,035 | $7.0M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -74.9% | 292,442 | $6.7M |
| ExodusPoint Capital Management, LP | 0.09% | Add +60.9% | 287,150 | $6.6M |
| South Dakota Investment Council | 0.13% | Reduce -3.0% | 286,413 | $6.6M |
| National Bank of Canada | 0.01% | Reduce -63.1% | 280,465 | $6.4M |
| Two Sigma Investments, LP | 0.01% | Add +129.0% | 267,127 | $6.1M |
| Arax Advisory Partners | 0.09% | Add +10168.6% | 263,904 | $6.1M |
| Toronto Dominion Bank | 0.01% | Add +11.5% | 262,846 | $6.0M |
| Natixis | 0.03% | Add +197.1% | 259,938 | $6.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +0.5% | 259,707 | $6.0M |
| Wesleyan Assurance Society | 0.35% | No change | 258,136 | $5.9M |
| Gifford Fong Associates | 1.23% | No change | 255,393 | $5.9M |
| Poehling Capital Management, INC. | 1.22% | Reduce -0.7% | 253,843 | $5.8M |
| Governors Lane LP | 0.80% | Reduce -73.0% | 249,778 | $5.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -4.9% | 246,190 | $5.6M |
| Bank of Nova Scotia | 0.01% | Reduce -72.1% | 245,094 | $5.6M |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.