Stock ownership · SEC 13F · Q4 2025

INVESCO LTD.

A breakdown of INVESCO LTD.'s institutional base (CUSIP 46138G805): the holders, the concentration among them, and what changed last quarter.

$4.2M
Reported value
2
Institutions
100%
Top-5 share

The verdict

$4.2M of INVESCO LTD. is reported by 2 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it
$4.2M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46138G805 · Q4 2025 $4M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $4.2M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 6Q history

Read with: Ownership concentration guide - INVESCO LTD.'s top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a INVESCO LTD. position has risen from 1 to 2 over the last 6 quarters of 13F filings.

012345 Q1'24Q3'24Q4'24Q1'25Q3'25Q4'25 2
Distinct 13F filers holding INVESCO LTD., by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Astoria Portfolio Advisors LLC. 111,806 $3.1M 74.1%
2 SSA SWISS ADVISORS AG 39,633 $1.1M 25.9%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO LTD.'s reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Astoria Portfolio Advisors LLC. $3.1M
SSA SWISS ADVISORS AG $1.1M

Complete exits (3)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
CIBC Bancorp USA Inc. exited
CIBC Private Wealth Group LLC exited

Frequently Asked Questions

How many institutions hold INVESCO LTD.?▼
INVESCO LTD. is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of INVESCO LTD.?▼
Institutions report $4.2M of INVESCO LTD. as of Q4 2025.
How concentrated is ownership of INVESCO LTD.?▼
The top five institutional holders account for 100% of the reported institutional value in INVESCO LTD., making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of INVESCO LTD.?▼
Astoria Portfolio Advisors LLC. is the largest reported holder of INVESCO LTD. with $3.1M across 111,806 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.