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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
Palouse Capital Management, Inc.170,527$4.30M1.90%––
AMJ Financial Wealth Management175,629$4.43M2.14%––
STRS Ohio177,531$4.48M0.02%––
Guggenheim Capital LLC177,723$4.48M0.03%––
Nisa Investment Advisors, LLC184,150$4.64M0.03%––
Gifford Fong Associates185,393$4.68M1.00%––
Man Group plc191,126$4.82M0.02%––
Korea Investment CORP192,900$4.87M0.02%––
Rothschild Investment Corp192,960$4.87M0.42%––
Asset Management One Co.,Ltd.194,615$4.91M0.02%––
NN Investment Partners Holdings N.V.195,105$4.92M0.03%––
Standard Life Aberdeen plc196,393$4.95M0.01%––
PEAK6 Investments LLC199,616$5.03M0.13%––
Voloridge Investment Management, LLC201,999$5.09M0.04%––
Engrave Wealth Partners LLC205,880$5.19M2.09%––
Pictet Asset Management Ltd207,551$5.23M0.01%––
Alaska Permanent Fund Corp209,200$5.28M0.10%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.211,956$5.35M0.02%––
State of New Jersey Common Pension Fund D214,111$5.40M0.02%––
Rafferty Asset Management, LLC221,076$5.58M0.04%––
Poehling Capital Management, LLC225,613$5.69M1.99%––
Clark Estates Inc227,000$5.72M0.73%––
Live Oak Private Wealth LLC227,081$5.73M1.41%––
Gotham Asset Management, LLC236,856$5.97M0.27%––
Zurcher Kantonalbank (Zurich Cantonalbank)240,532$6.07M0.04%––
Russell Investments Group, Ltd.243,837$6.13M0.01%––
American Financial Group Inc245,000$6.18M1.03%––
Public Employees Retirement System of Ohio246,415$6.21M0.02%––
Quinn Opportunity Partners LLC247,971$6.25M0.40%––
Independent Advisor Alliance250,459$6.32M0.37%––
Chevy Chase Trust Holdings, Inc.252,644$6.37M0.02%––
Zacks Investment Management255,164$6.43M0.11%––
Cacti Asset Management LLC259,031$6.53M0.58%––
Valueworks LLC260,723$6.58M3.72%––
First American Trust, FSB262,755$6.63M1.05%––
Capitolis Advisors LLC264,957$6.68M0.12%––
Achmea Investment Management B.V.274,473$6.92M0.24%––
Swiss Life Asset Management Ltd280,658$7.08M0.10%––
Brandywine Global Investment Management, LLC284,341$7.17M0.05%––
Pinkerton Retirement Specialists, LLC288,861$7.29M1.53%––
Los Angeles Capital Management LLC297,797$7.51M0.03%––
D. E. Shaw & Co., Inc.308,249$7.77M0.01%––
Great West Life Assurance Co316,835$7.95M0.02%––
Insight Folios Inc327,542$8.26M5.66%––
Sigma Planning Corp331,133$8.35M0.27%––
Basswood Capital Management, L.L.C.331,308$8.36M0.38%––
Alyeska Investment Group, L.P.335,068$8.45M0.11%––
Susquehanna Fundamental Investments, LLC339,508$8.56M0.15%––
Skandinaviska Enskilda Banken AB (publ)349,166$8.81M0.06%––
FIL Ltd354,224$8.93M0.01%––
Continental Advisors LLC378,917$9.56M7.13%––
Mitsubishi UFJ Trust & Banking Corp438,587$9.59M0.02%––
Natixis389,502$9.82M0.03%––
Adage Capital Partners GP, L.L.C.393,469$9.92M0.02%––
Thrivent Financial for Lutherans394,594$9.95M0.02%––
Franklin Resources Inc398,835$10.1M0.00%––
Wesleyan Assurance Society404,237$10.2M1.35%––
LPL Financial LLC417,626$10.5M0.01%––
Storebrand Asset Management AS422,380$10.7M0.06%––
AQR Capital Management LLC430,316$10.9M0.02%––
Advisor Group Holdings, Inc.435,953$11.0M0.03%––
Brookstone Capital Management442,464$11.2M0.43%––
Bank of Montreal445,244$11.5M0.01%––
Citadel Advisors LLC457,437$11.5M0.01%––
Cambridge Investment Research Advisors, Inc.457,985$11.6M0.06%––
Truist Financial Corp458,158$11.6M0.02%––
New York State Teachers Retirement System464,547$11.7M0.03%––
State Board of Administration of Florida Retirement System465,133$11.7M0.02%––
Andra AP-fonden478,100$12.1M0.27%––
Principal Financial Group Inc481,633$12.1M0.01%––
Applied Fundamental Research, LLC486,167$12.3M10.34%––
Prudential PLC486,379$12.3M0.08%––
Ensign Peak Advisors, Inc488,713$12.3M0.03%––
Manufacturers Life Insurance Company, The490,087$12.4M0.01%––
Stonebridge Capital Advisors LLC535,313$13.5M1.79%––
AXA S.A.555,316$14.0M0.04%––
Schroder Investment Management Group556,522$14.0M0.02%––
Arrowstreet Capital, Limited Partnership565,341$14.3M0.02%––
Citigroup Inc586,532$14.8M0.01%––
Mount Lucas Management LP587,926$14.8M4.36%––
Channing Capital Management, LLC598,707$15.1M0.52%––
Credit Suisse AG606,409$15.3M0.01%––
South Dakota Investment Council621,312$15.7M0.26%––
Olstein Capital Management, L.P.634,584$16.0M2.24%––
Rhumbline Advisers645,388$16.3M0.02%––
Prudential Financial Inc651,342$16.4M0.02%––
California State Teachers Retirement System726,436$18.3M0.02%––
Alliancebernstein L.P.798,604$20.1M0.01%––
Robeco Institutional Asset Management B.V.803,242$20.3M0.05%––
American Century Companies Inc817,994$20.6M0.02%––
BNP Paribas Arbitrage, SA854,486$21.6M0.05%––
Grantham, Mayo, Van Otterloo & Co. LLC857,800$21.6M0.12%––
Ameriprise Financial Inc862,527$21.7M0.01%––
California Public Employees Retirement System864,137$21.8M0.02%––
New York State Common Retirement Fund890,955$22.5M0.02%––
State of Wisconsin Investment Board902,193$22.8M0.05%––
Royal Bank of Canada1,005,222$25.4M0.01%––
Lord, Abbett & Co. LLC1,009,218$25.5M0.06%––
Wells Fargo & Company1,093,050$27.6M0.01%––
Barclays PLC1,101,782$27.8M0.03%––