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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Trust Advisors LP | 1,102,283 | $27.8M | 0.03% | – | – |
| HSBC Holdings PLC | 1,141,592 | $28.8M | 0.04% | – | – |
| Price T Rowe Associates Inc | 1,307,820 | $33.0M | 0.00% | – | – |
| UBS Group AG | 1,347,189 | $34.0M | 0.02% | – | – |
| Nuveen Asset Management, LLC | 1,446,319 | $36.5M | 0.01% | – | – |
| Amundi Asset Management US, Inc. | 1,490,475 | $37.6M | 0.03% | – | – |
| Legal & General Group Plc | 1,554,522 | $39.2M | 0.01% | – | – |
| Goldman Sachs Group Inc | 1,575,616 | $39.7M | 0.01% | – | – |
| Agf Investments Inc. | 1,589,244 | $40.1M | 0.32% | – | – |
| Toronto Dominion Bank | 1,608,986 | $40.6M | 0.07% | – | – |
| Deutsche Bank AG | 1,714,892 | $43.2M | 0.02% | – | – |
| MUFG Securities EMEA plc | 1,750,000 | $44.1M | 0.39% | – | – |
| Canada Pension Plan Investment Board | 1,828,900 | $46.1M | 0.06% | – | – |
| UBS Asset Management Americas Inc | 1,859,695 | $46.9M | 0.02% | – | – |
| Fiera Capital Corp | 1,874,009 | $47.3M | 0.14% | – | – |
| Victory Capital Management Inc | 1,949,903 | $49.2M | 0.05% | – | – |
| Bank of America Corp | 2,086,112 | $52.6M | 0.01% | – | – |
| Swedbank AB | 2,562,483 | $64.6M | 0.13% | – | – |
| Massachusetts Financial Services Co | 2,732,396 | $68.9M | 0.02% | – | – |
| Pzena Investment Management LLC | 2,736,002 | $69.0M | 0.28% | – | – |
| Charles Schwab Investment Management Inc | 2,849,721 | $71.9M | 0.03% | – | – |
| Letko, Brosseau & Associates Inc | 3,030,424 | $76.4M | 1.04% | – | – |
| JPMorgan Chase & Co | 3,059,982 | $77.2M | 0.01% | – | – |
| Parametric Portfolio Associates LLC | 3,491,628 | $88.1M | 0.05% | – | – |
| FMR LLC | 3,569,385 | $90.0M | 0.01% | – | – |
| Kiltearn Partners LLP | 3,857,977 | $97.3M | 3.72% | – | – |
| Millennium Management LLC | 4,169,551 | $105.2M | 0.15% | – | – |
| Morgan Stanley | 4,193,895 | $105.8M | 0.02% | – | – |
| Northern Trust Corp | 4,313,398 | $108.8M | 0.02% | – | – |
| Norges Bank | 4,525,520 | $114.1M | 0.03% | – | – |
| Bank of New York Mellon Corp | 5,998,836 | $151.3M | 0.03% | – | – |
| Geode Capital Management, LLC | 7,029,479 | $176.9M | 0.03% | – | – |
| Dimensional Fund Advisors LP | 9,681,545 | $244.2M | 0.08% | – | – |
| State Street Corp | 19,776,547 | $498.8M | 0.03% | – | – |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 36,741,539 | $955.3M | 11.30% | – | – |
| BlackRock Inc. | 39,546,750 | $997.4M | 0.03% | – | – |
| Vanguard Group Inc | 43,766,988 | $1.10B | 0.03% | – | – |