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
The PNC Financial Services Group, Inc.	74,974	$1.89M	0.00%	–	–
DnB Asset Management AS	74,915	$1.89M	0.01%	–	–
Comerica Bank	71,105	$1.89M	0.01%	–	–
Susquehanna International Group, LLP	74,554	$1.88M	0.00%	–	–
D.A. Davidson & Co.	74,416	$1.88M	0.02%	–	–
Mork Capital Management, LLC	73,400	$1.85M	1.41%	–	–
Ramiah Investment Group	73,060	$1.84M	1.38%	–	–
Brasada Capital Management, LP	72,378	$1.82M	0.39%	–	–
Utah Retirement Systems	72,278	$1.82M	0.03%	–	–
Federation des caisses Desjardins du Quebec	71,522	$1.80M	0.02%	–	–
Bank of Nova Scotia	70,937	$1.79M	0.00%	–	–
Moulton Wealth Management, Inc	68,381	$1.77M	1.33%	–	–
Maltese Capital Management LLC	70,000	$1.76M	0.23%	–	–
Wellington Management Group LLP	69,733	$1.76M	0.00%	–	–
Oliver Luxxe Assets LLC	69,640	$1.76M	0.53%	–	–
AE Wealth Management LLC	69,327	$1.75M	0.02%	–	–
Handelsbanken Fonder AB	68,600	$1.73M	0.01%	–	–
Illinois Municipal Retirement Fund	68,199	$1.72M	0.08%	–	–
Gulf International Bank (UK) Ltd	67,681	$1.71M	0.02%	–	–
State of Tennessee, Treasury Department	66,936	$1.69M	0.01%	–	–
Moody National Bank Trust Division	66,085	$1.67M	0.04%	–	–
American National Insurance Co	65,960	$1.66M	0.07%	–	–
Kestra Advisory Services, LLC	65,498	$1.65M	0.02%	–	–
United Capital Financial Advisers, LLC	65,275	$1.65M	0.01%	–	–
British Columbia Investment Management Corp	63,983	$1.61M	0.01%	–	–
Old National Bancorp	63,499	$1.60M	0.06%	–	–
SEI Investments Co	63,072	$1.59M	0.00%	–	–
Texas Permanent School Fund	62,858	$1.58M	0.02%	–	–
Cetera Investment Advisers	62,284	$1.57M	0.03%	–	–
Blair William & Co	61,697	$1.56M	0.01%	–	–
Banco Bilbao Vizcaya Argentaria, S.A.	60,203	$1.52M	0.03%	–	–
Janus Henderson Group PLC	59,427	$1.50M	0.00%	–	–
State of Alaska, Department of Revenue	58,979	$1.49M	0.02%	–	–
Redwood Investment Management, LLC	58,144	$1.46M	0.28%	–	–
Erste Asset Management GmbH	57,200	$1.42M	0.03%	–	–
Glenmede Trust Co NA	56,184	$1.42M	0.01%	–	–
Brinker Capital Investments, LLC	55,089	$1.39M	0.02%	–	–
True Link Financial Advisors, LLC	26,418	$1.38M	0.20%	–	–
Crossmark Global Holdings, Inc.	54,805	$1.38M	0.03%	–	–
Hourglass Capital, LLC	54,725	$1.38M	0.35%	–	–
Daiwa Securities Group Inc.	52,968	$1.34M	0.01%	–	–
Trilogy Capital Inc.	52,738	$1.33M	0.10%	–	–
Public Employees Retirement Association of Colorado	52,152	$1.31M	0.01%	–	–
Prospector Partners LLC	51,800	$1.31M	0.17%	–	–
AlphaCrest Capital Management LLC	50,494	$1.27M	0.07%	–	–
RBF Capital, LLC	50,000	$1.26M	0.08%	–	–
CIBC Private Wealth Group, LLC	49,959	$1.26M	0.00%	–	–
Mutual of America Capital Management LLC	48,775	$1.23M	0.01%	–	–
Amalgamated Bank	48,400	$1.22M	0.05%	–	–
IFG Advisory, LLC	48,438	$1.22M	0.15%	–	–
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	47,080	$1.19M	0.01%	–	–
Metropolitan Life Insurance Co	46,504	$1.17M	0.02%	–	–
Mirae Asset Global Investments Co., Ltd.	46,072	$1.16M	0.00%	–	–
Caz Investments LP	45,600	$1.15M	2.03%	–	–
Wealthcare Advisory Partners LLC	45,346	$1.14M	0.08%	–	–
Belpointe Asset Management LLC	45,034	$1.14M	0.10%	–	–
DekaBank Deutsche Girozentrale	44,892	$1.12M	0.00%	–	–
Hexavest Inc.	43,794	$1.10M	0.05%	–	–
Nissay Asset Management Corp	43,582	$1.10M	0.01%	–	–
RiverTree Advisors, LLC	43,273	$1.09M	0.76%	–	–
Brewin Dolphin Ltd	42,739	$1.08M	0.06%	–	–
Estate Counselors, LLC	42,275	$1.07M	0.16%	–	–
IFM Investors Pty Ltd	41,578	$1.05M	0.03%	–	–
Advisors Preferred, LLC	40,535	$1.04M	0.15%	–	–
Hartford Investment Management Co	41,163	$1.04M	0.03%	–	–
APG Asset Management N.V.	47,831	$1.03M	0.00%	–	–
Northwestern Mutual Wealth Management Co	39,789	$1.00M	0.00%	–	–
Oxinas Partners Wealth Management LLC	39,732	$1.00M	0.64%	–	–
Shell Asset Management Co	39,468	$995.0K	0.02%	–	–
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH	38,989	$983.0K	0.10%	–	–
IHT Wealth Management, LLC	38,728	$977.0K	0.07%	–	–
Mercer Global Advisors Inc	38,067	$960.0K	0.01%	–	–
Cresset Asset Management, LLC	37,919	$956.0K	0.02%	–	–
Tower Research Capital LLC (TRC)	36,508	$921.0K	0.02%	–	–
Portland Investment Counsel Inc.	35,983	$907.0K	0.50%	–	–
Advisor Partners LLC	35,977	$907.0K	0.06%	–	–
CIBC Asset Management Inc	35,892	$905.0K	0.00%	–	–
Public Sector Pension Investment Board	35,685	$900.0K	0.01%	–	–
Cetera Advisor Networks LLC	35,643	$899.0K	0.02%	–	–
Forsta Ap-Fonden	35,500	$895.0K	0.01%	–	–
Eaton Vance Management	34,976	$882.0K	0.00%	–	–
Advisory Services Network, LLC	34,535	$871.0K	0.03%	–	–
ARGI Investment Services, LLC	34,172	$862.0K	0.03%	–	–
Camarda Financial Advisors, LLC	33,879	$854.0K	0.61%	–	–
Investors Research Corp	33,575	$847.0K	0.32%	–	–
Harvest Investment Services, LLC	32,873	$829.0K	0.37%	–	–
Associated Banc-Corp	89,482	$812.0K	0.05%	–	–
US Bancorp	32,103	$809.0K	0.00%	–	–
Securian Asset Management, Inc	31,845	$803.0K	0.02%	–	–
Greenwood Capital Associates LLC	31,314	$790.0K	0.12%	–	–
Beacon Investment Advisory Services, Inc.	31,204	$787.0K	0.03%	–	–
Parallax Volatility Advisers, L.P.	31,088	$784.0K	0.01%	–	–
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	31,019	$782.0K	0.30%	–	–
Ossiam	29,864	$753.0K	0.02%	–	–
Cetera Advisors LLC	29,812	$752.0K	0.02%	–	–
Maryland State Retirement & Pension System	28,810	$727.0K	0.03%	–	–
Financial Advocates Investment Management	28,716	$724.0K	0.05%	–	–
Marshall Wace North America L.P.	28,164	$710.0K	0.00%	–	–
Elo Mutual Pension Insurance Co	28,167	$710.0K	0.02%	–	–
Alphasimplex Group, LLC	27,936	$705.0K	0.29%	–	–