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Invesco Ltd.

IVZ
Exchange
NYSE
Industry
Investment Advice
SEC CIK
0000914208

In the last 90 days, Invesco Ltd. insiders filed 0 open-market purchases and 4 sales; 674 institutions reported holding it in 13F filings for Q2 2026, worth $11.2B in total; Trian Fund Management is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Invesco Ltd. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
537
No complete 13F data for Q4 2020
Shares held
292.2M
No complete 13F data for Q4 2020
Total value
$7.39B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting IVZ on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 537 institutions
Q1 2021: 537 institutionsQ2 2021: 563 institutionsQ3 2021: 558 institutionsQ4 2021: 568 institutionsQ1 2022: 526 institutionsQ2 2022: 521 institutionsQ3 2022: 505 institutionsQ4 2022: 510 institutionsQ1 2023: 515 institutionsQ2 2023: 478 institutionsQ3 2023: 493 institutionsQ4 2023: 493 institutionsQ1 2024: 495 institutionsQ2 2024: 476 institutionsQ3 2024: 493 institutionsQ4 2024: 526 institutionsQ1 2025: 519 institutionsQ2 2025: 521 institutionsQ3 2025: 566 institutionsQ4 2025: 631 institutionsQ1 2026: 639 institutionsQ2 2026: 674 institutions
Value heldQ1 2021: $7.39B
Q1 2021: $7.39BQ2 2021: $7.79BQ3 2021: $7.23BQ4 2021: $7.14BQ1 2022: $7.16BQ2 2022: $4.85BQ3 2022: $4.42BQ4 2022: $5.71BQ1 2023: $5.14BQ2 2023: $5.11BQ3 2023: $4.41BQ4 2023: $5.34BQ1 2024: $5.02BQ2 2024: $4.53BQ3 2024: $6.83BQ4 2024: $7.04BQ1 2025: $6.17BQ2 2025: $6.50BQ3 2025: $8.98BQ4 2025: $10.8BQ1 2026: $10.2BQ2 2026: $11.2B
Institutions holding IVZ and their total value by quarter
QuarterHoldersValue
Q2 2026674$11.2B
Q1 2026639$10.2B
Q4 2025631$10.8B
Q3 2025566$8.98B
Q2 2025521$6.50B
Q1 2025519$6.17B
Q4 2024526$7.04B
Q3 2024493$6.83B
Q2 2024476$4.53B
Q1 2024495$5.02B
Q4 2023493$5.34B
Q3 2023493$4.41B
Q2 2023478$5.11B
Q1 2023515$5.14B
Q4 2022510$5.71B
Q3 2022505$4.42B
Q2 2022521$4.85B
Q1 2022526$7.16B
Q4 2021568$7.14B
Q3 2021558$7.23B
Q2 2021563$7.79B
Q1 2021537$7.39B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Invesco Ltd..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding IVZ in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc43,766,988$1.10B0.03%––
BlackRock Inc.39,546,750$997.4M0.03%––
Trian Fund Management, L.P.SuperinvestorTrian Fund Management36,741,539$955.3M11.30%––
State Street Corp19,776,547$498.8M0.03%––
Dimensional Fund Advisors LP9,681,545$244.2M0.08%––
Geode Capital Management, LLC7,029,479$176.9M0.03%––
Bank of New York Mellon Corp5,998,836$151.3M0.03%––
Norges Bank4,525,520$114.1M0.03%––
Northern Trust Corp4,313,398$108.8M0.02%––
Morgan Stanley4,193,895$105.8M0.02%––
Millennium Management LLC4,169,551$105.2M0.15%––
Kiltearn Partners LLP3,857,977$97.3M3.72%––
FMR LLC3,569,385$90.0M0.01%––
Parametric Portfolio Associates LLC3,491,628$88.1M0.05%––
JPMorgan Chase & Co3,059,982$77.2M0.01%––
Letko, Brosseau & Associates Inc3,030,424$76.4M1.04%––
Charles Schwab Investment Management Inc2,849,721$71.9M0.03%––
Pzena Investment Management LLC2,736,002$69.0M0.28%––
Massachusetts Financial Services Co2,732,396$68.9M0.02%––
Swedbank AB2,562,483$64.6M0.13%––
Bank of America Corp2,086,112$52.6M0.01%––
Victory Capital Management Inc1,949,903$49.2M0.05%––
Fiera Capital Corp1,874,009$47.3M0.14%––
UBS Asset Management Americas Inc1,859,695$46.9M0.02%––
Canada Pension Plan Investment Board1,828,900$46.1M0.06%––
MUFG Securities EMEA plc1,750,000$44.1M0.39%––
Deutsche Bank AG1,714,892$43.2M0.02%––
Toronto Dominion Bank1,608,986$40.6M0.07%––
Agf Investments Inc.1,589,244$40.1M0.32%––
Goldman Sachs Group Inc1,575,616$39.7M0.01%––
Legal & General Group Plc1,554,522$39.2M0.01%––
Amundi Asset Management US, Inc.1,490,475$37.6M0.03%––
Nuveen Asset Management, LLC1,446,319$36.5M0.01%––
UBS Group AG1,347,189$34.0M0.02%––
Price T Rowe Associates Inc1,307,820$33.0M0.00%––
HSBC Holdings PLC1,141,592$28.8M0.04%––
First Trust Advisors LP1,102,283$27.8M0.03%––
Barclays PLC1,101,782$27.8M0.03%––
Wells Fargo & Company1,093,050$27.6M0.01%––
Lord, Abbett & Co. LLC1,009,218$25.5M0.06%––
Royal Bank of Canada1,005,222$25.4M0.01%––
State of Wisconsin Investment Board902,193$22.8M0.05%––
New York State Common Retirement Fund890,955$22.5M0.02%––
California Public Employees Retirement System864,137$21.8M0.02%––
Ameriprise Financial Inc862,527$21.7M0.01%––
Grantham, Mayo, Van Otterloo & Co. LLC857,800$21.6M0.12%––
BNP Paribas Arbitrage, SA854,486$21.6M0.05%––
American Century Companies Inc817,994$20.6M0.02%––
Robeco Institutional Asset Management B.V.803,242$20.3M0.05%––
Alliancebernstein L.P.798,604$20.1M0.01%––
California State Teachers Retirement System726,436$18.3M0.02%––
Prudential Financial Inc651,342$16.4M0.02%––
Rhumbline Advisers645,388$16.3M0.02%––
Olstein Capital Management, L.P.634,584$16.0M2.24%––
South Dakota Investment Council621,312$15.7M0.26%––
Credit Suisse AG606,409$15.3M0.01%––
Channing Capital Management, LLC598,707$15.1M0.52%––
Mount Lucas Management LP587,926$14.8M4.36%––
Citigroup Inc586,532$14.8M0.01%––
Arrowstreet Capital, Limited Partnership565,341$14.3M0.02%––
Schroder Investment Management Group556,522$14.0M0.02%––
AXA S.A.555,316$14.0M0.04%––
Stonebridge Capital Advisors LLC535,313$13.5M1.79%––
Manufacturers Life Insurance Company, The490,087$12.4M0.01%––
Ensign Peak Advisors, Inc488,713$12.3M0.03%––
Prudential PLC486,379$12.3M0.08%––
Applied Fundamental Research, LLC486,167$12.3M10.34%––
Principal Financial Group Inc481,633$12.1M0.01%––
Andra AP-fonden478,100$12.1M0.27%––
State Board of Administration of Florida Retirement System465,133$11.7M0.02%––
New York State Teachers Retirement System464,547$11.7M0.03%––
Truist Financial Corp458,158$11.6M0.02%––
Cambridge Investment Research Advisors, Inc.457,985$11.6M0.06%––
Citadel Advisors LLC457,437$11.5M0.01%––
Bank of Montreal445,244$11.5M0.01%––
Brookstone Capital Management442,464$11.2M0.43%––
Advisor Group Holdings, Inc.435,953$11.0M0.03%––
AQR Capital Management LLC430,316$10.9M0.02%––
Storebrand Asset Management AS422,380$10.7M0.06%––
LPL Financial LLC417,626$10.5M0.01%––
Wesleyan Assurance Society404,237$10.2M1.35%––
Franklin Resources Inc398,835$10.1M0.00%––
Thrivent Financial for Lutherans394,594$9.95M0.02%––
Adage Capital Partners GP, L.L.C.393,469$9.92M0.02%––
Natixis389,502$9.82M0.03%––
Mitsubishi UFJ Trust & Banking Corp438,587$9.59M0.02%––
Continental Advisors LLC378,917$9.56M7.13%––
FIL Ltd354,224$8.93M0.01%––
Skandinaviska Enskilda Banken AB (publ)349,166$8.81M0.06%––
Susquehanna Fundamental Investments, LLC339,508$8.56M0.15%––
Alyeska Investment Group, L.P.335,068$8.45M0.11%––
Basswood Capital Management, L.L.C.331,308$8.36M0.38%––
Sigma Planning Corp331,133$8.35M0.27%––
Insight Folios Inc327,542$8.26M5.66%––
Great West Life Assurance Co316,835$7.95M0.02%––
D. E. Shaw & Co., Inc.308,249$7.77M0.01%––
Los Angeles Capital Management LLC297,797$7.51M0.03%––
Pinkerton Retirement Specialists, LLC288,861$7.29M1.53%––
Brandywine Global Investment Management, LLC284,341$7.17M0.05%––
Swiss Life Asset Management Ltd280,658$7.08M0.10%––