Skip to main content

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
Sentry Investment Management LLC3,708$94.0K0.03%––
Leonteq Securities AG3,851$97.1K0.01%––
Cutler Group LP3,888$98.0K0.01%––
Carolina Wealth Advisors, LLC4,291$108.0K0.08%––
Fieldpoint Private Securities, LLC4,436$112.0K0.03%––
Northwest Investment Counselors, LLC4,902$124.0K0.04%––
Caas Capital Management LP5,050$127.0K0.00%––
Longfellow Investment Management Co LLC5,088$129.0K0.02%––
TD Private Client Wealth LLC5,293$133.5K0.01%––
Ameritas Investment Partners, Inc.5,436$137.0K0.01%––
Berman Capital Advisors, LLC5,733$144.0K0.03%––
Rockefeller Capital Management L.P.6,377$160.0K0.00%––
CWM, LLC6,205$166.0K0.00%––
Fukoku Mutual Life Insurance Co6,800$171.0K0.02%––
Vestcor Inc7,077$178.0K0.01%––
Banque Cantonale Vaudoise7,504$189.0K0.01%––
Fifth Third Bancorp7,591$191.0K0.00%––
Virtu Financial LLC8,169$206.0K0.01%––
Investment Counselors of Maryland LLC8,202$207.0K0.01%––
Greenleaf Trust8,195$207.0K0.00%––
Gateway Advisory, LLC8,300$209.0K0.05%––
Geneos Wealth Management Inc.7,870$212.0K0.01%––
Ethic Inc.8,409$212.0K0.04%––
Morningstar Investment Services LLC8,731$217.0K0.00%––
Verdence Capital Advisors LLC8,631$218.0K0.04%––
Two Sigma Securities, LLC8,766$221.0K0.05%––
GWM Advisors LLC9,019$227.0K0.01%––
Balasa Dinverno & Foltz LLC9,331$235.0K0.02%––
Neuberger Berman Group LLC10,473$242.0K0.00%––
Bessemer Group Inc9,747$246.0K0.00%––
Wealthspire Advisors, LLC9,906$250.0K0.01%––
Investors Asset Management of Georgia Inc10,000$252.0K0.15%––
Echo Street Capital Management LLC9,997$252.0K0.00%––
ExodusPoint Capital Management, LP10,220$258.0K0.01%––
Keybank National Association10,255$259.0K0.00%––
Grove Bank & Trust10,275$259.0K0.06%––
Ford Financial Group, LLC10,361$261.0K0.11%––
First Heartland Consultants, Inc.10,390$262.0K0.04%––
Synovus Financial Corp10,439$264.0K0.00%––
Sowell Financial Services LLC9,355$264.0K0.01%––
Snowden Capital Advisors LLC10,493$264.6K0.02%––
O'Shaughnessy Asset Management, LLC10,553$266.0K0.01%––
Paragon Capital Management Ltd10,540$266.0K0.14%––
Kentucky Retirement Systems Insurance Trust Fund10,588$267.0K0.03%––
Bank of the West10,849$274.0K0.03%––
Pitcairn Co10,968$276.0K0.02%––
Acadian Asset Management LLC11,042$278.0K0.00%––
Creative Planning11,013$278.0K0.00%––
Signaturefd, LLC11,059$279.0K0.01%––
Two Sigma Advisers, LP11,100$280.0K0.00%––
NEXT Financial Group, Inc11,106$280.0K0.02%––
Keystone Financial Group11,278$284.0K0.06%––
Winton Group Ltd11,282$285.0K0.02%––
Squarepoint Ops LLC11,355$286.0K0.00%––
Capital Investment Advisory Services, LLC11,449$289.0K0.04%––
Regions Financial Corp11,519$291.0K0.00%––
Norinchukin Bank, The11,630$293.0K0.00%––
Kalos Management, Inc.11,054$301.0K0.09%––
Redpoint Investment Management Pty Ltd12,350$311.0K0.03%––
Alpha Omega Wealth Management LLC12,512$316.0K0.06%––
Commerce Bank12,633$319.0K0.00%––
LVZ Advisors, Inc.12,730$321.0K0.05%––
Diversified Investment Strategies, LLC12,799$323.0K0.25%––
Pathstone Family Office, LLC12,821$323.0K0.01%––
Advisors Asset Management, Inc.12,817$323.2K0.01%––
Symmetry Partners, LLC12,858$324.0K0.02%––
IBM Retirement Fund12,872$325.0K0.02%––
Savant Capital, LLC12,892$325.0K0.02%––
Captrust Financial Advisors12,897$325.0K0.00%––
Cooper Financial Group12,916$326.0K0.07%––
Phocas Financial Corp.2,898$330.0K0.04%––
Aigen Investment Management, LP13,176$332.0K0.04%––
Mariner, LLC13,341$336.0K0.00%––
Fayez Sarofim & Co13,391$338.0K0.00%––
Clear Street Markets LLC13,500$340.0K0.10%––
Cigna Investments Inc13,542$341.0K0.02%––
Barber Financial Group, Inc.13,609$343.0K0.05%––
Johnson Midwest Financial, LLC13,842$349.0K0.37%––
SG Americas Securities, LLC14,565$367.0K0.00%––
Nicholas Hoffman & Company, LLC.14,622$369.0K0.07%––
MML Investors Services, LLC14,792$373.0K0.00%––
First Midwest Bank Trust Division15,400$388.0K0.05%––
Purus Wealth Management, LLC15,512$391.0K0.33%––
Meridian Wealth Advisors, LLC15,875$400.0K0.13%––
Hancock Whitney Corp16,038$404.0K0.01%––
Xponance, Inc.16,144$407.0K0.01%––
Centiva Capital, LP16,133$407.0K0.06%––
Unison Advisors LLC16,281$410.0K0.08%––
Carret Asset Management, LLC16,335$412.0K0.05%––
Occudo Quantitative Strategies LP16,417$414.0K0.09%––
Dorsey & Whitney Trust CO LLC16,506$416.0K0.04%––
Coastal Investment Advisors, Inc.16,751$422.0K0.11%––
Qtron Investments LLC16,797$424.0K0.12%––
M&T Bank Corp17,703$446.0K0.00%––
Corient Capital Partners, LLC17,890$451.0K0.04%––
Jane Street Group, LLC18,069$456.0K0.00%––
Independent Financial Group, LLC18,304$461.6K0.06%––
TCF National Bank18,333$462.0K0.05%––
Novare Capital Management LLC18,500$467.0K0.06%––
Asahi Life Asset Management Co., Ltd.18,590$469.0K0.06%––