What is the 13F Pro Quality Score for IVZ?

13F Pro ranks Invesco Ltd. (IVZ) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View IVZ's current score at https://13fpro.ai/company/IVZ (free sign-up required for the full ranking).

Which hedge funds own the most IVZ stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of IVZ include MORGAN STANLEY, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA /DE/. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/IVZ as soon as new 13F filings post.

Where does 13F Pro source IVZ data?

All Invesco Ltd. fundamentals and ownership data come directly from SEC EDGAR. Invesco Ltd. files with the SEC under CIK 914208. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is IVZ in?

Invesco Ltd. (IVZ) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is IVZ research updated on 13F Pro?

IVZ's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Invesco Ltd.(IVZ)Stock Analysis

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Financials →NYSElarge

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SEC EDGAR: CIK 914208 IVZ stock profile & AI dashboard →

InternationalScored off the official board: an annual-only filer, so this data lags a domestic quarterly filer.

13F Pro Quality Score

48.0/100

Rank #1,746 of 2,961 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

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Why IVZ Scores 48/100

exact factor attribution · 2026-09-11

IVZ's composite is driven by scale and free cash flow, held back by profitability and capital efficiency. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+6.4 pts

82th pct

Free cash flow

+4.8 pts

82th pct

Earnings quality

+4.7 pts

97th pct

Revenue growth

+1.6 pts

56th pct

Shareholder dilution

-0.1 pts

49th pct

Institutional flow

-0.2 pts

47th pct

Earnings growth

-1.8 pts

24th pct

Capital efficiency

-2.5 pts

31th pct

Profitability

-5.4 pts

23th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

IVZ Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Invesco Ltd. (IVZ), 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. Invesco Ltd.'s 13F Pro composite quality score has ranged between 48 and 64 since 2026, currently 48.0 — a declining long-term trajectory across 47 quarterly and live scoring snapshots.

Revenue

Q2 2026

$1.8B

Net Income

Q2 2026

$338.9M

Free Cash Flow

Q2 2026

$703.7M

ROIC

Q2 2026

10.3%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+5.1% YoY

$6.38BFY 2025

FY22 $6.05BFY23 $5.72BFY24 $6.07BFY25 $6.38B

Net Income

—FY 2025

FY22 $683.9MFY23 $-333.7MFY24 $538.0MFY25 —

Operating Income

-183.6% YoY

$-695.7MFY 2025

FY22 $1.32BFY23 $-434.8MFY24 $832.1MFY25 $-695.7M

EPS (Diluted)

-235.6% YoY

$-1.60FY 2025

FY22 $1.49FY23 $-0.73FY24 $1.18FY25 $-1.60

Total Assets

+0.3% YoY

$27.09BFY 2025

FY22 $29.76BFY23 $28.93BFY24 $27.01BFY25 $27.09B

Total Debt

+104.9% YoY

$1.83BFY 2025

FY22 $1.49BFY23 $1.49BFY24 $890.6MFY25 $1.83B

Op. Cash Flow

+28.2% YoY

$1.53BFY 2025

FY22 $703.2MFY23 $1.30BFY24 $1.19BFY25 $1.53B

Free Cash Flow

+28.6% YoY

$1.44BFY 2025

FY22 $510.3MFY23 $1.14BFY24 $1.12BFY25 $1.44B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$6.38B +5.1%	$6.07B +6.1%	$5.72B -5.5%	$6.05B -12.3%	$6.89B +12.2%	$6.15B
Net Income	—	$538.0M +261.2%	$-333.7M -148.8%	$683.9M -50.9%	$1.39B +165.4%	$524.8M
Operating Income	$-695.7M -183.6%	$832.1M +291.4%	$-434.8M -133.0%	$1.32B -26.3%	$1.79B +94.3%	$920.4M
EPS (Diluted)	$-1.60 -235.6%	$1.18 +261.6%	$-0.73 -149.0%	$1.49 -50.2%	$2.99 +164.6%	$1.13
Total Assets	$27.09B +0.3%	$27.01B -6.7%	$28.93B -2.8%	$29.76B -9.0%	$32.69B -10.5%	$36.50B
Total Debt	$1.83B +104.9%	$890.6M -40.2%	$1.49B +0.1%	$1.49B -28.7%	$2.09B +0.1%	$2.08B
Operating Cash Flow	$1.53B +28.2%	$1.19B -8.5%	$1.30B +85.0%	$703.2M -34.8%	$1.08B -12.4%	$1.23B
Free Cash Flow	$1.44B +28.6%	$1.12B -1.4%	$1.14B +122.7%	$510.3M -47.4%	$969.3M -13.1%	$1.12B

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Available Research

13F Pro tracks comprehensive data for Invesco Ltd. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of IVZ

MORGAN STANLEY
$6.9B32,501,467 sh
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$6.0B28,221,905 sh
BANK OF AMERICA CORP /DE/
$5.2B24,471,419 sh
LPL Financial LLC
$3.6B11,727,434 sh
CI INVESTMENTS INC.
$2.6B8,678,658 sh
ENVESTNET ASSET MANAGEMENT INC
$2.3B7,557,285 sh
CI INVESTMENTS INC.
$2.3B10,755,322 sh
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
$2.1B81,332,319 sh
UBS Group AG
$1.7B8,192,436 sh
GOLDMAN SACHS GROUP INC
$1.7B8,113,280 sh

Fund	Value	Shares
MORGAN STANLEY	$6.9B	32,501,467
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$6.0B	28,221,905
BANK OF AMERICA CORP /DE/	$5.2B	24,471,419
LPL Financial LLC	$3.6B	11,727,434
CI INVESTMENTS INC.	$2.6B	8,678,658
ENVESTNET ASSET MANAGEMENT INC	$2.3B	7,557,285
CI INVESTMENTS INC.	$2.3B	10,755,322
MASSACHUSETTS MUTUAL LIFE INSURANCE CO	$2.1B	81,332,319
UBS Group AG	$1.7B	8,192,436
GOLDMAN SACHS GROUP INC	$1.7B	8,113,280

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Is IVZ a good stock to buy?

13F Pro's AI-powered analysis of Invesco Ltd. (IVZ) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IVZ are available on the IVZ stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. IVZ is classified as a large company.

Which hedge funds own IVZ?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IVZ. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Invesco Ltd.'s investment landscape.