Financials · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
Invesco Ltd. (IVZ) stock profile, AI quality score, and SEC EDGAR financial data, a Financials sector company. 13F Pro's AI-powered ranking engine scores IVZ at 48.0/100 on a 32-signal composite quality model, placing it at rank #1,746 of 2,961 stocks — the bottom half of the AI-ranked universe. Based on the latest XBRL financial filings (Q2 2026), Invesco Ltd. reports quarterly revenue of $1.8B, net income of $338.9M, free cash flow of $703.7M. Top institutional holders of IVZ by reported 13-F value include MORGAN STANLEY, NORTHWESTERN MUTUAL WEALTH MANAGEMENT, BANK OF AMERICA, based on the most recent SEC filings. IVZ trades on the NYSE exchange and files with the SEC under CIK 914208. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IVZ daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Invesco Ltd. directly from SEC EDGAR.
AI Quality Score
48.0/100
AI Rank
#1,746
Revenue
$1.8B
Net Income
$338.9M
Free Cash Flow
$703.7M
| Period | Form | Revenue | Net income | Operating margin |
|---|---|---|---|---|
| FY 2025 | 10-K | $6.4B | — | -10.9% |
| FY 2024 | 10-K | $6.1B | $538.0M | 13.7% |
| FY 2023 | 10-K | $5.7B | $-333.7M | -7.6% |
| FY 2022 | 10-K | $6.0B | $683.9M | 21.8% |
| FY 2021 | 10-K | $6.9B | $1.4B | 25.9% |
| FY 2020 | 10-K | $6.1B | $524.8M | 15.0% |
| Institution | Shares | Value | Reported |
|---|---|---|---|
| MORGAN STANLEY | 32,501,467 | $6.9B | 2026-06-30 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 28,221,905 | $6.0B | 2026-06-30 |
| BANK OF AMERICA | 24,471,419 | $5.2B | 2026-06-30 |
| LPL Financial | 11,727,434 | $3.6B | 2026-06-30 |
| CI INVESTMENTS | 8,678,658 | $2.6B | 2026-06-30 |
| ENVESTNET ASSET MANAGEMENT | 7,557,285 | $2.3B | 2026-06-30 |
| CI INVESTMENTS | 10,755,322 | $2.3B | 2026-06-30 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE | 81,332,319 | $2.1B | 2026-06-30 |
| UBS Group AG | 8,192,436 | $1.7B | 2026-06-30 |
| GOLDMAN SACHS GROUP | 8,113,280 | $1.7B | 2026-06-30 |
13F Pro Quality Score
Rank #1,746 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.