InvescoIVZ
13F holders, Q1 2026 (March 31)638holders +8
78new positions
73sold out
10famous investors
$24.30avg. 13F price*
At the end of Q1 2026, 638 institutions reported holding Invesco Ltd. (IVZ) in their 13F filings, up 8 from Q4 2025. 78 opened new positions and 73 sold out. The largest holders were Massachusetts Mutual Life Insurance Co. ($2.0B), BlackRock, Inc. ($941.2M) and Vanguard Capital Management LLC ($679.3M). 10 famous investors held it, including Nelson Peltz (1.9% of Trian Fund Management's portfolio), Israel Englander (0.4% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $140.2M |
| Exits | 73 | $212.7M |
All 13F filers, Q4 2025 → Q1 2026: 46,958,856 shares bought and 33,864,180 shares sold, net +13,094,676 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 638 holders
| Massachusetts Mutual Life Insurance Co. | 91.14% | No change | 81,332,319 | $2.0B |
| BlackRock, Inc. | 0.02% | Reduce -0.5% | 38,747,821 | $941.2M |
| Vanguard Capital Management LLC | 0.02% | — | 27,965,063 | $679.3M |
| Millennium Management | 0.41% | Add +55.9% | 21,648,675 | $525.8M |
| Dimensional Fund Advisors LP | 0.11% | Add +2.9% | 21,361,119 | $518.8M |
| Vanguard Portfolio Management LLC | 0.02% | — | 19,262,823 | $467.9M |
| State Street Corp. | 0.01% | Reduce -22.4% | 16,705,078 | $405.8M |
| Geode Capital Management, LLC | 0.02% | Add +17.5% | 12,841,194 | $311.4M |
| AQR Capital Management | 0.14% | Add +41.0% | 12,524,431 | $299.6M |
| T. Rowe Price Associates Inc. | 0.03% | Add +80.1% | 12,117,718 | $294.3M |
| Invesco Ltd. | 0.03% | Add +20.4% | 10,558,025 | $256.5M |
| Goldman Sachs Group Inc. | 0.03% | Add +64.1% | 10,543,893 | $256.1M |
| Morgan Stanley | 0.01% | Add +8.6% | 7,969,702 | $193.6M |
| Northern Trust Corp. | 0.02% | Reduce -0.0% | 6,006,801 | $145.9M |
| Alliancebernstein L.P. | 0.04% | Add +0.1% | 4,815,122 | $126.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +1.6% | 4,446,841 | $108.0M |
| Nomura Asset Management International Inc. | 0.15% | Add +11.8% | 3,523,492 | $85.6M |
| Bank of New York Mellon Corp | 0.02% | Add +5.6% | 3,431,694 | $83.4M |
| Macquarie Group Ltd. | 0.48% | Add +11.9% | 3,335,304 | $81.0M |
| Trian Fund Management | 1.87% | No change | 2,970,944 | $72.2M |
| D. E. Shaw & Co. | 0.06% | Add +191.7% | 2,970,869 | $72.2M |
| UBS Group AG | 0.01% | Add +1.4% | 2,880,261 | $70.0M |
| Bank of America Corp. | 0.00% | Add +28.9% | 2,654,290 | $64.5M |
| Qube Research & Technologies Ltd | 0.09% | Add +76.5% | 2,585,048 | $62.8M |
| Vanguard Fiduciary Trust Co. | 0.02% | — | 2,468,123 | $60.0M |
| Barclays PLC | 0.02% | Add +98.5% | 2,396,056 | $58.2M |
| Los Angeles Capital Management LLC | 0.20% | Add +111012.0% | 2,095,572 | $50.9M |
| Deutsche Bank AG | 0.02% | Reduce -24.6% | 1,987,429 | $48.3M |
| Nuveen, LLC | 0.01% | Reduce -0.5% | 1,950,118 | $47.4M |
| First Trust Advisors LP | 0.03% | Reduce -7.8% | 1,824,137 | $44.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -11.1% | 1,797,384 | $43.7M |
| Citigroup Inc. | 0.03% | Add +24.7% | 1,699,438 | $41.3M |
| Point72 Asset Management | 0.07% | Reduce -14.0% | 1,603,062 | $38.9M |
| Quantinno Capital Management LP | 0.06% | Add +24.1% | 1,574,728 | $38.3M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -21.1% | 1,515,077 | $35.8M |
| Sei Investments Co. | 0.03% | Add +19.9% | 1,396,191 | $35.7M |
| Fisher Asset Management | 0.01% | Reduce -73.5% | 1,461,487 | $35.5M |
| JPMorgan Chase & Co. | 0.00% | Add +31.7% | 1,479,666 | $34.5M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -11.0% | 1,287,348 | $31.3M |
| Wedge Capital Management L L P | 0.55% | Reduce -2.4% | 1,236,013 | $30.0M |
| Raymond James Financial Inc. | 0.01% | Add +20.3% | 1,223,526 | $29.7M |
| Basswood Capital Management, L.L.C. | 1.49% | Add +7.8% | 1,204,285 | $29.3M |
| Letko, Brosseau & Associates Inc. | 0.47% | Reduce -23.9% | 1,198,263 | $29.1M |
| Allianz Asset Management GmbH | 0.03% | Reduce -14.5% | 1,181,971 | $28.7M |
| Alyeska Investment Group, L.P. | 0.08% | New | 1,167,558 | $28.4M |
| Delta Global Management LP | 2.23% | Reduce -16.0% | 1,122,257 | $27.3M |
| BNP Paribas Financial Markets | 0.02% | Reduce -23.5% | 1,091,049 | $26.5M |
| Amundi | 0.01% | Reduce -48.3% | 1,042,100 | $25.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +6.2% | 1,005,401 | $24.4M |
| Vanguard Global Advisers, LLC | 0.01% | — | 971,950 | $23.6M |
| Teachers Retirement System of the State of Kentucky | 0.18% | Add +2633.1% | 960,441 | $23.3M |
| Todd Asset Management LLC | 0.44% | New | 926,713 | $22.5M |
| Engineers Gate Manager LP | 0.28% | Reduce -13.2% | 921,326 | $22.4M |
| Ieq Capital, LLC | 0.10% | Reduce -0.2% | 914,384 | $22.2M |
| Voloridge Investment Management, LLC | 0.09% | New | 906,701 | $22.0M |
| Squarepoint Ops LLC | 0.04% | Add +57.5% | 827,522 | $20.1M |
| Principal Financial Group Inc. | 0.01% | Add +5.5% | 824,547 | $20.0M |
| Franklin Resources Inc. | 0.01% | Add +21.9% | 820,429 | $19.9M |
| Bank of Montreal | 0.01% | Add +162.3% | 806,117 | $19.6M |
| Rhumbline Advisers | 0.02% | Reduce -3.4% | 745,686 | $18.1M |
| Swiss National Bank | 0.01% | No change | 703,500 | $17.1M |
| Cerity Partners LLC | 0.02% | Reduce -0.4% | 702,134 | $17.1M |
| California Public Employees Retirement System | 0.01% | Add +1.9% | 698,485 | $17.0M |
| Legal & General Group Plc | 0.00% | Reduce -6.2% | 683,451 | $16.6M |
| HSBC Holdings PLC | 0.01% | Add +56.4% | 674,037 | $16.4M |
| Royal Bank of Canada | 0.00% | Reduce -9.4% | 661,711 | $16.1M |
| Credit Agricole S A | 0.05% | Add +3.4% | 649,332 | $15.8M |
| FMR LLC | 0.00% | Reduce -19.6% | 578,781 | $14.1M |
| Susquehanna Portfolio Strategies, LLC | 0.21% | No change | 575,286 | $14.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +8.1% | 538,767 | $13.1M |
| Wealthcare Capital Management LLC | 1.13% | Reduce -6.6% | 465,545 | $11.3M |
| Endure Capital Management, LLC | 7.81% | — | 461,606 | $11.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +3.5% | 460,800 | $11.2M |
| Governors Lane LP | 1.30% | Add +29.2% | 427,500 | $10.4M |
| California State Teachers Retirement System | 0.01% | Add +23.4% | 417,476 | $10.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -11.7% | 395,960 | $9.6M |
| Two Sigma Investments, LP | 0.01% | Add +138.8% | 387,145 | $9.4M |
| Wells Fargo & Company | 0.00% | Add +157.0% | 380,905 | $9.3M |
| State Board of Administration of Florida Retirement System | 0.02% | No change | 369,686 | $9.0M |
| Mariner, LLC | 0.01% | Add +22.2% | 367,376 | $8.9M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Reduce -1.6% | 356,169 | $8.7M |
| New York State Teachers Retirement System | 0.02% | Reduce -10.8% | 356,158 | $8.7M |
| ExodusPoint Capital Management, LP | 0.08% | New | 343,851 | $8.4M |
| Capital Fund Management S.A. | 0.07% | Add +156.7% | 339,966 | $8.3M |
| Live Oak Private Wealth LLC | 1.15% | Reduce -2.3% | 338,777 | $8.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.01% | — | 328,387 | $8.0M |
| Cambridge Financial Group, Inc. | 2.94% | Add +2.9% | 323,845 | $7.9M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +93.2% | 317,414 | $7.7M |
| Citadel Advisors | 0.01% | Reduce -64.2% | 308,512 | $7.5M |
| Cwm, LLC | 0.02% | Add +26.1% | 296,702 | $7.2M |
| Russell Investments Group, Ltd. | 0.01% | Add +53.7% | 295,971 | $7.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.9% | 285,884 | $6.9M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | Add +13.3% | 282,691 | $6.9M |
| Algert Global LLC | 0.10% | Reduce -38.2% | 276,597 | $6.7M |
| Ibex Wealth Advisors | 0.61% | Add +1532.3% | 271,581 | $6.6M |
| Holocene Advisors, LP | 0.02% | Reduce -89.0% | 271,480 | $6.6M |
| Vontobel Holding Ltd. | 0.02% | Add +70.2% | 260,742 | $6.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 259,797 | $6.3M |
| Wesleyan Assurance Society | 0.37% | No change | 258,136 | $6.3M |
| Robeco Institutional Asset Management B.V. | 0.01% | Add +0.6% | 256,836 | $6.2M |
"% of holder's portfolio" is IVZ's weight in each manager's 13F, not the share of Invesco Ltd. the manager owns.