InvescoIVZ
13F holders, Q4 2025 (December 31)630holders +64
90new positions
39sold out
11famous investors
$26.28avg. 13F price*
At the end of Q4 2025, 630 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 64 from Q3 2025. 90 opened new positions and 39 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($2.1B), Vanguard Group Inc. ($1.4B) and BlackRock, Inc. ($1.0B). 11 famous investors held it, including Nelson Peltz (2.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $417.7M |
| Exits | 39 | $66.8M |
All 13F filers, Q3 2025 → Q4 2025: 46,708,300 shares bought and 33,091,352 shares sold, net +13,616,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 630 holders
| Massachusetts Mutual Life Insurance Co. | 88.11% | No change | 81,332,319 | $2.1B |
| Vanguard Group Inc. | 0.02% | Add +1.8% | 52,965,761 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +3.3% | 38,956,628 | $1.0B |
| State Street Corp. | 0.02% | Add +0.1% | 21,541,382 | $565.9M |
| Dimensional Fund Advisors LP | 0.11% | Reduce -2.6% | 20,764,685 | $545.5M |
| Millennium Management | 0.27% | Add +7.9% | 13,882,786 | $364.7M |
| Geode Capital Management, LLC | 0.02% | Reduce -2.5% | 10,925,140 | $286.5M |
| AQR Capital Management | 0.12% | Reduce -9.5% | 8,882,863 | $233.4M |
| Invesco Ltd. | 0.02% | New | 8,770,121 | $230.4M |
| Morgan Stanley | 0.01% | Reduce -3.8% | 7,338,776 | $192.8M |
| T. Rowe Price Associates Inc. | 0.02% | Add +368.4% | 6,729,393 | $176.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +3.3% | 6,424,969 | $168.8M |
| Northern Trust Corp. | 0.02% | Reduce -3.8% | 6,007,833 | $157.8M |
| Fisher Asset Management | 0.05% | Add +6.0% | 5,508,744 | $144.7M |
| Alliancebernstein L.P. | 0.04% | Reduce -3.7% | 4,808,093 | $126.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.1% | 4,376,599 | $115.0M |
| Samlyn Capital, LLC | 1.76% | Add +116.8% | 4,211,041 | $110.6M |
| Norges Bank | 0.01% | — | 3,902,656 | $102.5M |
| Bank of New York Mellon Corp | 0.01% | Add +47.1% | 3,249,634 | $85.4M |
| Nomura Asset Management International Inc. | 0.13% | — | 3,150,958 | $82.8M |
| Macquarie Group Ltd. | 0.34% | Add +0.9% | 2,979,258 | $78.3M |
| Trian Fund Management | 1.96% | Reduce -79.7% | 2,970,944 | $78.0M |
| UBS Group AG | 0.01% | Reduce -16.6% | 2,841,830 | $74.7M |
| Deutsche Bank AG | 0.02% | Add +81.7% | 2,634,866 | $69.2M |
| Holocene Advisors, LP | 0.14% | Add +1.6% | 2,467,939 | $64.8M |
| Jane Street Group, LLC | 0.07% | Add +310.2% | 2,314,357 | $60.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +989.7% | 1,921,158 | $54.3M |
| Bank of America Corp. | 0.00% | Add +40.4% | 2,058,493 | $54.1M |
| Ameriprise Financial Inc. | 0.01% | Add +30.9% | 2,020,822 | $53.1M |
| Amundi | 0.02% | Add +13.5% | 2,014,800 | $52.9M |
| First Trust Advisors LP | 0.04% | Reduce -36.4% | 1,978,717 | $52.0M |
| Nuveen, LLC | 0.01% | Add +13.2% | 1,959,814 | $51.5M |
| Point72 Asset Management | 0.08% | Add +57.1% | 1,863,564 | $49.0M |
| Letko, Brosseau & Associates Inc. | 0.68% | Reduce -1.6% | 1,575,463 | $41.4M |
| Qube Research & Technologies Ltd | 0.06% | New | 1,464,827 | $38.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +1.4% | 1,446,694 | $38.0M |
| BNP Paribas Financial Markets | 0.02% | Add +55.1% | 1,425,528 | $37.4M |
| Allianz Asset Management GmbH | 0.04% | Reduce -7.0% | 1,382,177 | $36.3M |
| Citigroup Inc. | 0.02% | Add +86.1% | 1,362,976 | $35.8M |
| Delta Global Management LP | 2.55% | New | 1,336,596 | $35.1M |
| Quantinno Capital Management LP | 0.07% | Add +11.8% | 1,268,515 | $33.3M |
| Wedge Capital Management L L P | 0.60% | New | 1,265,865 | $33.3M |
| Barclays PLC | 0.01% | Reduce -31.7% | 1,206,803 | $31.7M |
| Sei Investments Co. | 0.03% | Add +691.2% | 1,164,265 | $30.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.1% | 1,123,830 | $29.5M |
| Basswood Capital Management, L.L.C. | 1.30% | Add +20.6% | 1,117,152 | $29.3M |
| Walleye Trading LLC | 0.45% | Add +70.3% | 1,071,749 | $28.2M |
| Engineers Gate Manager LP | 0.33% | Add +1687.0% | 1,061,641 | $27.9M |
| D. E. Shaw & Co. | 0.02% | Add +35.1% | 1,018,397 | $26.8M |
| Raymond James Financial Inc. | 0.01% | Add +529.3% | 1,017,339 | $26.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -3.4% | 946,430 | $24.9M |
| Ieq Capital, LLC | 0.07% | Add +10.8% | 915,843 | $24.1M |
| Citadel Advisors | 0.02% | Reduce -82.7% | 862,310 | $22.7M |
| Principal Financial Group Inc. | 0.01% | Reduce -15.2% | 781,225 | $20.5M |
| Rhumbline Advisers | 0.02% | Reduce -7.3% | 772,260 | $20.3M |
| Royal Bank of Canada | 0.00% | Add +54.3% | 730,602 | $19.2M |
| Legal & General Group Plc | 0.00% | Reduce -7.2% | 728,896 | $19.1M |
| FMR LLC | 0.00% | Add +74.3% | 720,174 | $18.9M |
| Prudential Financial Inc. | 0.02% | Reduce -7.9% | 709,422 | $18.6M |
| Cerity Partners LLC | 0.03% | Reduce -13.8% | 705,245 | $18.5M |
| Swiss National Bank | 0.01% | Add +1.3% | 703,500 | $18.5M |
| California Public Employees Retirement System | 0.01% | Add +5.8% | 685,683 | $18.0M |
| Trexquant Investment LP | 0.16% | Add +722.9% | 684,146 | $18.0M |
| Franklin Resources Inc. | 0.00% | Add +89.3% | 673,029 | $17.7M |
| Moore Capital Management, LP | 0.37% | New | 670,080 | $17.6M |
| Credit Agricole S A | 0.05% | Add +816.1% | 627,721 | $16.5M |
| Swiss Life Asset Management Ltd | 0.08% | Reduce -50.0% | 584,622 | $15.4M |
| Susquehanna Portfolio Strategies, LLC | 0.23% | No change | 575,286 | $15.1M |
| Squarepoint Ops LLC | 0.03% | Add +4.0% | 525,553 | $13.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Reduce -0.0% | 498,270 | $13.4M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.02% | Add +554.2% | 502,788 | $13.2M |
| Wealthcare Capital Management LLC | 1.30% | Reduce -6.2% | 498,545 | $13.1M |
| State of Tennessee, Department of Treasury | 0.04% | Add +1.4% | 447,334 | $12.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -29.0% | 448,168 | $11.8M |
| Algert Global LLC | 0.18% | No change | 447,807 | $11.8M |
| Canada Pension Plan Investment Board | 0.01% | Add +19.9% | 445,100 | $11.7M |
| HSBC Holdings PLC | 0.01% | Add +36.3% | 431,088 | $11.4M |
| Tudor Investment Corporation | 0.06% | Add +74.8% | 412,693 | $10.8M |
| Prana Capital Management, LP | 0.39% | Reduce -59.4% | 405,485 | $10.7M |
| Bank of Nova Scotia | 0.02% | Add +65.2% | 404,895 | $10.6M |
| Caption Management, LLC | 0.48% | New | 399,800 | $10.5M |
| New York State Teachers Retirement System | 0.02% | Add +10.7% | 399,167 | $10.5M |
| State Board of Administration of Florida Retirement System | 0.02% | Reduce -11.0% | 369,686 | $9.7M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +17.9% | 361,869 | $9.5M |
| Live Oak Private Wealth LLC | 1.24% | Reduce -2.9% | 346,777 | $9.1M |
| Susquehanna International Group, LLP | 0.01% | Add +133.8% | 345,761 | $9.1M |
| California State Teachers Retirement System | 0.01% | Add +0.7% | 338,203 | $8.9M |
| Governors Lane LP | 0.81% | Add +32.5% | 330,929 | $8.7M |
| Cambridge Financial Group, Inc. | 3.16% | New | 314,625 | $8.3M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -7.1% | 312,980 | $8.2M |
| Bank of Montreal | 0.00% | Reduce -2.7% | 307,319 | $8.1M |
| LPL Financial LLC | 0.00% | Add +25.9% | 304,232 | $8.0M |
| Mariner, LLC | 0.01% | Add +47.2% | 300,690 | $7.9M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -0.8% | 300,573 | $7.9M |
| SG Americas Securities, LLC | 0.01% | Add +2834.7% | 295,352 | $7.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -31.7% | 277,296 | $7.3M |
| GMO | 0.02% | Add +40.5% | 269,705 | $7.1M |
| Lighthouse Investment Partners, LLC | 0.24% | Reduce -27.9% | 269,472 | $7.1M |
| Verition Fund Management LLC | 0.04% | Reduce -29.2% | 263,452 | $6.9M |
| Toronto Dominion Bank | 0.01% | Reduce -0.9% | 260,392 | $6.8M |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.