Invesco Ltd.

IVZ

Exchange: NYSE
Industry: Investment Advice
SEC CIK: 0000914208

SEC filings (opens in a new tab)

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

Value heldQ1 2021: $7.39B

Institutions holding IVZ and their total value by quarter
Quarter	Holders	Value
Q2 2026	674	$11.2B
Q1 2026	639	$10.2B
Q4 2025	631	$10.8B
Q3 2025	566	$8.98B
Q2 2025	521	$6.50B
Q1 2025	519	$6.17B
Q4 2024	526	$7.04B
Q3 2024	493	$6.83B
Q2 2024	476	$4.53B
Q1 2024	495	$5.02B
Q4 2023	493	$5.34B
Q3 2023	493	$4.41B
Q2 2023	478	$5.11B
Q1 2023	515	$5.14B
Q4 2022	510	$5.71B
Q3 2022	505	$4.42B
Q2 2022	521	$4.85B
Q1 2022	526	$7.16B
Q4 2021	568	$7.14B
Q3 2021	558	$7.23B
Q2 2021	563	$7.79B
Q1 2021	537	$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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Brinker Capital Investments, LLC	55,089	$1.39M	0.02%	–	–
Glenmede Trust Co NA	56,184	$1.42M	0.01%	–	–
Erste Asset Management GmbH	57,200	$1.42M	0.03%	–	–
Redwood Investment Management, LLC	58,144	$1.46M	0.28%	–	–
State of Alaska, Department of Revenue	58,979	$1.49M	0.02%	–	–
Janus Henderson Group PLC	59,427	$1.50M	0.00%	–	–
Banco Bilbao Vizcaya Argentaria, S.A.	60,203	$1.52M	0.03%	–	–
Blair William & Co	61,697	$1.56M	0.01%	–	–
Cetera Investment Advisers	62,284	$1.57M	0.03%	–	–
Texas Permanent School Fund	62,858	$1.58M	0.02%	–	–
SEI Investments Co	63,072	$1.59M	0.00%	–	–
Old National Bancorp	63,499	$1.60M	0.06%	–	–
British Columbia Investment Management Corp	63,983	$1.61M	0.01%	–	–
United Capital Financial Advisers, LLC	65,275	$1.65M	0.01%	–	–
Kestra Advisory Services, LLC	65,498	$1.65M	0.02%	–	–
American National Insurance Co	65,960	$1.66M	0.07%	–	–
Moody National Bank Trust Division	66,085	$1.67M	0.04%	–	–
State of Tennessee, Treasury Department	66,936	$1.69M	0.01%	–	–
Gulf International Bank (UK) Ltd	67,681	$1.71M	0.02%	–	–
Illinois Municipal Retirement Fund	68,199	$1.72M	0.08%	–	–
Handelsbanken Fonder AB	68,600	$1.73M	0.01%	–	–
AE Wealth Management LLC	69,327	$1.75M	0.02%	–	–
Oliver Luxxe Assets LLC	69,640	$1.76M	0.53%	–	–
Wellington Management Group LLP	69,733	$1.76M	0.00%	–	–
Maltese Capital Management LLC	70,000	$1.76M	0.23%	–	–
Moulton Wealth Management, Inc	68,381	$1.77M	1.33%	–	–
Bank of Nova Scotia	70,937	$1.79M	0.00%	–	–
Federation des caisses Desjardins du Quebec	71,522	$1.80M	0.02%	–	–
Utah Retirement Systems	72,278	$1.82M	0.03%	–	–
Brasada Capital Management, LP	72,378	$1.82M	0.39%	–	–
Ramiah Investment Group	73,060	$1.84M	1.38%	–	–
Mork Capital Management, LLC	73,400	$1.85M	1.41%	–	–
D.A. Davidson & Co.	74,416	$1.88M	0.02%	–	–
Susquehanna International Group, LLP	74,554	$1.88M	0.00%	–	–
Comerica Bank	71,105	$1.89M	0.01%	–	–
DnB Asset Management AS	74,915	$1.89M	0.01%	–	–
The PNC Financial Services Group, Inc.	74,974	$1.89M	0.00%	–	–
AGF Investments America Inc.	75,174	$1.90M	0.48%	–	–
Mutual Advisors, LLC	76,372	$1.93M	0.13%	–	–
Highland Capital Management, LLC	79,804	$2.01M	0.12%	–	–
Piershale Financial Group, Inc.	82,915	$2.09M	0.90%	–	–
Teacher Retirement System of Texas	85,014	$2.14M	0.01%	–	–
Raymond James Financial Services Advisors, Inc.	85,254	$2.15M	0.00%	–	–
Baird Financial Group, Inc.	86,082	$2.17M	0.01%	–	–
Nomura Asset Management Co Ltd	86,340	$2.18M	0.01%	–	–
Janney Montgomery Scott LLC	87,017	$2.19M	0.01%	–	–
Horan Capital Advisors, LLC.	89,387	$2.25M	1.08%	–	–
MetLife Investment Management	89,705	$2.26M	0.02%	–	–
Cubist Systematic Strategies, LLC	91,796	$2.31M	0.03%	–	–
HighTower Advisors, LLC	95,351	$2.41M	0.01%	–	–
Allianz Asset Management GmbH	99,903	$2.52M	0.00%	–	–
Gamco Investors, Inc. Et Al	100,000	$2.52M	0.02%	–	–
Algebris (UK) Ltd	100,031	$2.52M	1.54%	–	–
State of Michigan Retirement System	101,761	$2.57M	0.02%	–	–
MUFG Americas Holdings Corp	105,118	$2.65M	0.05%	–	–
People's United Financial, Inc.	105,717	$2.67M	0.06%	–	–
Money Concepts Capital Corp	107,043	$2.70M	0.22%	–	–
TD Asset Management Inc	107,360	$2.71M	0.00%	–	–
CIBC World Markets Inc.	107,430	$2.71M	0.01%	–	–
CIBC World Markets Corp	107,916	$2.72M	0.02%	–	–
Hayden Royal, LLC	109,742	$2.77M	1.59%	–	–
Price Michael F	110,300	$2.78M	0.33%	–	–
Envestnet Asset Management Inc	111,400	$2.81M	0.00%	–	–
Wealth Enhancement & Preservation of GA, LLC	109,117	$2.83M	2.18%	–	–
Arizona State Retirement System	112,572	$2.84M	0.02%	–	–
Stratos Wealth Partners, LTD.	113,379	$2.86M	0.08%	–	–
Strategic Wealth Advisors Group, LLC	114,297	$2.88M	0.15%	–	–
Pinnacle Family Advisors, LLC	118,622	$2.99M	1.57%	–	–
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	118,702	$2.99M	0.02%	–	–
Benjamin F. Edwards & Company, Inc.	119,961	$3.02M	0.16%	–	–
Systematic Alpha Investments, LLC	120,000	$3.03M	0.19%	–	–
Contrarius Investment Management Ltd	120,645	$3.04M	0.17%	–	–
Macquarie Group Ltd	121,893	$3.07M	0.00%	–	–
Full18 Capital LLC	149,718	$3.08M	1.50%	–	–
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund	125,304	$3.16M	0.03%	–	–
Raymond James & Associates	129,687	$3.27M	0.00%	–	–
First Republic Investment Management, Inc.	129,979	$3.28M	0.01%	–	–
AMP Capital Investors Ltd	131,306	$3.31M	0.02%	–	–
American International Group, Inc.	132,042	$3.33M	0.01%	–	–
ProShare Advisors LLC	132,743	$3.35M	0.01%	–	–
Bridgewater Associates, LP	134,129	$3.38M	0.03%	–	–
Wright Investors Service Inc	134,830	$3.40M	1.03%	–	–
Caisse de Depot Et Placement du Quebec	137,621	$3.47M	0.01%	–	–
Treasurer of the State of North Carolina	138,296	$3.49M	0.02%	–	–
Marshall Wace, LLP	138,661	$3.50M	0.02%	–	–
Stifel Financial Corp	139,202	$3.51M	0.01%	–	–
Retirement Systems of Alabama	140,406	$3.54M	0.01%	–	–
Investment Management Associates Inc	142,315	$3.59M	2.13%	–	–
Aviance Capital Partners, LLC	143,835	$3.63M	0.70%	–	–
Oregon Public Employees Retirement Fund	145,703	$3.67M	0.04%	–	–
Private Advisor Group, LLC	146,113	$3.69M	0.04%	–	–
Commonwealth Equity Services, LLC	147,822	$3.73M	0.01%	–	–
Moloney Securities Asset Management, LLC	149,246	$3.76M	0.74%	–	–
Voya Investment Management LLC	151,482	$3.82M	0.01%	–	–
Gabelli Funds LLC	155,000	$3.91M	0.03%	–	–
Qube Research & Technologies Ltd	158,312	$3.99M	0.07%	–	–
Wealthfront Advisers LLC	159,667	$4.03M	0.02%	–	–
Scotia Capital Inc.	160,432	$4.05M	0.03%	–	–
Nomura Holdings Inc	162,376	$4.08M	0.03%	–	–
IFP Advisors, Inc	165,118	$4.16M	0.08%	–	–