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, Q2 2021
Institutional positions in Invesco Ltd. as of Jun 30, 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
- 563
- +30 vs. Q1 2021
- Shares held
- 291.8M
- +1.22M (+0.4%) vs. Q1 2021
- Total value
- $7.79B
- +$433.2M (+5.9%) vs. Q1 2021
- New holders
- 93
- 179 more added
- Sold out
- 63
- 209 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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, Q2 2021
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 11,744 | $0 | 0.00% | −14,854−55.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 16 | $0 | 0.00% | +16 | New |
| WestEnd Advisors, LLC | – | $133 | 0.00% | – | New |
| Raffa Wealth Management, LLC | 34 | $909 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 41 | $1.00K | 0.00% | +41 | New |
| Wagner Wealth Management, LLC | 38 | $1.00K | 0.00% | +38 | New |
| Strategic Blueprint, LLC | 46 | $1.00K | 0.00% | +46 | New |
| Wealth Quarterback LLC | 37 | $1.00K | 0.00% | +37 | New |
| Brown Brothers Harriman & Co | 88 | $2.00K | 0.00% | −211−70.6% | Reduced |
| Globeflex Capital L P | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 124 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 108 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 125 | $3.00K | 0.00% | −9−6.7% | Reduced |
| Sittner & Nelson, LLC | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 102 | $3.00K | 0.00% | +84+466.7% | Added |
| PNC Managed Account Solutions, Inc. | 96 | $3.00K | 0.00% | +96 | New |
| Gradient Investments LLC | 160 | $4.00K | 0.00% | −297−65.0% | Reduced |
| M&R Capital Management Inc | 161 | $4.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 136 | $4.00K | 0.00% | +136 | New |
| FormulaFolio Investments, LLC | 133 | $4.00K | 0.00% | +133 | New |
| Earnest Partners LLC | 187 | $5.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 198 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $5.00K | 0.00% | +200 | New |
| Lee Financial Co | 201 | $5.00K | 0.00% | +201 | New |
| Tradition Wealth Management, LLC | 170 | $5.00K | 0.00% | +170 | New |
| Farmers & Merchants Investments Inc | 214 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 220 | $6.00K | 0.00% | +76+52.8% | Added |
| Heritage Wealth Advisors | 245 | $6.55K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 275 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 300 | $8.00K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 311 | $8.00K | 0.00% | +99+46.7% | Added |
| Atticus Wealth Management, LLC | 330 | $9.00K | 0.00% | −216−39.6% | Reduced |
| Zions Bancorporation, N.A. | 404 | $11.0K | 0.00% | −6−1.5% | Reduced |
| Jacobi Capital Management LLC | 410 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 422 | $11.0K | 0.01% | +151+55.7% | Added |
| Capital Analysts, LLC | 416 | $11.0K | 0.00% | +416 | New |
| McIlrath & Eck, LLC | 394 | $11.0K | 0.00% | +394 | New |
| FinTrust Capital Advisors, LLC | 459 | $12.0K | 0.00% | −2,000−81.3% | Reduced |
| Pflug Koory, LLC | 450 | $12.0K | 0.01% | +150+50.0% | Added |
| BerganKDV Wealth Management, LLC | 460 | $12.0K | 0.00% | +460 | New |
| JFS Wealth Advisors, LLC | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 506 | $13.0K | 0.01% | +3+0.6% | Added |
| Rosenberg Matthew Hamilton | 470 | $13.0K | 0.01% | +470 | New |
| Sound Income Strategies, LLC | 532 | $14.0K | 0.00% | −596−52.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 521 | $14.0K | 0.00% | +520+52,000.0% | Added |
| CNB Bank | 558 | $15.0K | 0.01% | −262−32.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $16.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 600 | $16.0K | 0.00% | +600 | New |
| Evoke Wealth, LLC | 668 | $18.0K | 0.00% | −144−17.7% | Reduced |
| First Horizon Corp | 702 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 667 | $18.0K | 0.00% | −14−2.1% | Reduced |
| CX Institutional | 681 | $18.0K | 0.00% | +136+25.0% | Added |
| Smith Asset Management Group LP | 678 | $18.0K | 0.00% | +286+73.0% | Added |
| Gables Capital Management Inc. | 734 | $20.0K | 0.01% | −303−29.2% | Reduced |
| Hanseatic Management Services Inc | 800 | $21.0K | 0.04% | +800 | New |
| American Portfolios Advisors | 803 | $21.5K | 0.00% | −834−50.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 825 | $22.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 847 | $22.6K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 877 | $23.0K | 0.01% | −1,105−55.8% | Reduced |
| Whittier Trust Co | 868 | $23.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 887 | $23.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 880 | $24.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $25.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 991 | $26.0K | 0.01% | −41−4.0% | Reduced |
| Proequities, Inc. | 964 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 970 | $26.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,060 | $28.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,250 | $33.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 1,331 | $35.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,335 | $36.0K | 0.01% | +562+72.7% | Added |
| First Horizon Advisors, Inc. | 1,567 | $41.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,535 | $41.0K | 0.00% | +210+15.8% | Added |
| Orion Capital Management LLC | 1,700 | $45.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,685 | $45.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,700 | $46.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,784 | $48.0K | 0.01% | +40+2.3% | Added |
| Jones Financial Companies LLLP | 1,922 | $51.0K | 0.00% | −1,187−38.2% | Reduced |
| Sandy Spring Bank | 2,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 2,032 | $54.0K | 0.00% | +2,032 | New |
| Ellevest, Inc. | 2,090 | $56.0K | 0.01% | +227+12.2% | Added |
| Private Capital Group, LLC | 2,294 | $61.0K | 0.01% | +16+0.7% | Added |
| Huntington National Bank | 2,411 | $64.0K | 0.00% | −27−1.1% | Reduced |
| Silvant Capital Management LLC | 2,649 | $71.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,989 | $80.0K | 0.05% | +2,989 | New |
| Cutler Group LP | 3,151 | $84.0K | 0.01% | −737−19.0% | Reduced |
| TCI Wealth Advisors, Inc. | 3,252 | $87.0K | 0.02% | +293+9.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,297 | $88.0K | 0.00% | −116,664−97.3% | Reduced |