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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
Achmea Investment Management B.V.274,473$6.92M0.24%––
Capitolis Advisors LLC264,957$6.68M0.12%––
First American Trust, FSB262,755$6.63M1.05%––
Valueworks LLC260,723$6.58M3.72%––
Cacti Asset Management LLC259,031$6.53M0.58%––
Zacks Investment Management255,164$6.43M0.11%––
Chevy Chase Trust Holdings, Inc.252,644$6.37M0.02%––
Independent Advisor Alliance250,459$6.32M0.37%––
Quinn Opportunity Partners LLC247,971$6.25M0.40%––
Public Employees Retirement System of Ohio246,415$6.21M0.02%––
American Financial Group Inc245,000$6.18M1.03%––
Russell Investments Group, Ltd.243,837$6.13M0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)240,532$6.07M0.04%––
Gotham Asset Management, LLC236,856$5.97M0.27%––
Live Oak Private Wealth LLC227,081$5.73M1.41%––
Clark Estates Inc227,000$5.72M0.73%––
Poehling Capital Management, LLC225,613$5.69M1.99%––
Rafferty Asset Management, LLC221,076$5.58M0.04%––
State of New Jersey Common Pension Fund D214,111$5.40M0.02%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.211,956$5.35M0.02%––
Alaska Permanent Fund Corp209,200$5.28M0.10%––
Pictet Asset Management Ltd207,551$5.23M0.01%––
Engrave Wealth Partners LLC205,880$5.19M2.09%––
Voloridge Investment Management, LLC201,999$5.09M0.04%––
PEAK6 Investments LLC199,616$5.03M0.13%––
Standard Life Aberdeen plc196,393$4.95M0.01%––
NN Investment Partners Holdings N.V.195,105$4.92M0.03%––
Asset Management One Co.,Ltd.194,615$4.91M0.02%––
Rothschild Investment Corp192,960$4.87M0.42%––
Korea Investment CORP192,900$4.87M0.02%––
Man Group plc191,126$4.82M0.02%––
Gifford Fong Associates185,393$4.68M1.00%––
Nisa Investment Advisors, LLC184,150$4.64M0.03%––
Guggenheim Capital LLC177,723$4.48M0.03%––
STRS Ohio177,531$4.48M0.02%––
AMJ Financial Wealth Management175,629$4.43M2.14%––
Palouse Capital Management, Inc.170,527$4.30M1.90%––
IFP Advisors, Inc165,118$4.16M0.08%––
Nomura Holdings Inc162,376$4.08M0.03%––
Scotia Capital Inc.160,432$4.05M0.03%––
Wealthfront Advisers LLC159,667$4.03M0.02%––
Qube Research & Technologies Ltd158,312$3.99M0.07%––
Gabelli Funds LLC155,000$3.91M0.03%––
Voya Investment Management LLC151,482$3.82M0.01%––
Moloney Securities Asset Management, LLC149,246$3.76M0.74%––
Commonwealth Equity Services, LLC147,822$3.73M0.01%––
Private Advisor Group, LLC146,113$3.69M0.04%––
Oregon Public Employees Retirement Fund145,703$3.67M0.04%––
Aviance Capital Partners, LLC143,835$3.63M0.70%––
Investment Management Associates Inc142,315$3.59M2.13%––
Retirement Systems of Alabama140,406$3.54M0.01%––
Stifel Financial Corp139,202$3.51M0.01%––
Marshall Wace, LLP138,661$3.50M0.02%––
Treasurer of the State of North Carolina138,296$3.49M0.02%––
Caisse de Depot Et Placement du Quebec137,621$3.47M0.01%––
Wright Investors Service Inc134,830$3.40M1.03%––
Bridgewater Associates, LP134,129$3.38M0.03%––
ProShare Advisors LLC132,743$3.35M0.01%––
American International Group, Inc.132,042$3.33M0.01%––
AMP Capital Investors Ltd131,306$3.31M0.02%––
First Republic Investment Management, Inc.129,979$3.28M0.01%––
Raymond James & Associates129,687$3.27M0.00%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund125,304$3.16M0.03%––
Full18 Capital LLC149,718$3.08M1.50%––
Macquarie Group Ltd121,893$3.07M0.00%––
Contrarius Investment Management Ltd120,645$3.04M0.17%––
Systematic Alpha Investments, LLC120,000$3.03M0.19%––
Benjamin F. Edwards & Company, Inc.119,961$3.02M0.16%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.118,702$2.99M0.02%––
Pinnacle Family Advisors, LLC118,622$2.99M1.57%––
Strategic Wealth Advisors Group, LLC114,297$2.88M0.15%––
Stratos Wealth Partners, LTD.113,379$2.86M0.08%––
Arizona State Retirement System112,572$2.84M0.02%––
Wealth Enhancement & Preservation of GA, LLC109,117$2.83M2.18%––
Envestnet Asset Management Inc111,400$2.81M0.00%––
Price Michael F110,300$2.78M0.33%––
Hayden Royal, LLC109,742$2.77M1.59%––
CIBC World Markets Corp107,916$2.72M0.02%––
CIBC World Markets Inc.107,430$2.71M0.01%––
TD Asset Management Inc107,360$2.71M0.00%––
Money Concepts Capital Corp107,043$2.70M0.22%––
People's United Financial, Inc.105,717$2.67M0.06%––
MUFG Americas Holdings Corp105,118$2.65M0.05%––
State of Michigan Retirement System101,761$2.57M0.02%––
Algebris (UK) Ltd100,031$2.52M1.54%––
Gamco Investors, Inc. Et Al100,000$2.52M0.02%––
Allianz Asset Management GmbH99,903$2.52M0.00%––
HighTower Advisors, LLC95,351$2.41M0.01%––
Cubist Systematic Strategies, LLC91,796$2.31M0.03%––
MetLife Investment Management89,705$2.26M0.02%––
Horan Capital Advisors, LLC.89,387$2.25M1.08%––
Janney Montgomery Scott LLC87,017$2.19M0.01%––
Nomura Asset Management Co Ltd86,340$2.18M0.01%––
Baird Financial Group, Inc.86,082$2.17M0.01%––
Raymond James Financial Services Advisors, Inc.85,254$2.15M0.00%––
Teacher Retirement System of Texas85,014$2.14M0.01%––
Piershale Financial Group, Inc.82,915$2.09M0.90%––
Highland Capital Management, LLC79,804$2.01M0.12%––
Mutual Advisors, LLC76,372$1.93M0.13%––
AGF Investments America Inc.75,174$1.90M0.48%––