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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 3,278 | $88.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,371 | $90.0K | 0.00% | +369+12.3% | Added |
| Longfellow Investment Management Co LLC | 3,430 | $92.0K | 0.01% | −1,658−32.6% | Reduced |
| NVWM, LLC | 3,425 | $92.0K | 0.03% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 3,491 | $93.0K | 0.01% | −6−0.2% | Reduced |
| Leonteq Securities AG | 3,613 | $96.6K | 0.01% | −238−6.2% | Reduced |
| Sentry Investment Management LLC | 3,720 | $99.0K | 0.03% | +12+0.3% | Added |
| First National Bank of South Miami | 3,731 | $100.0K | 0.07% | +2,100+128.8% | Added |
| Fieldpoint Private Securities, LLC | 4,384 | $109.0K | 0.02% | −52−1.2% | Reduced |
| Horan Securities, Inc. | 4,077 | $109.0K | 0.08% | +2,670+189.8% | Added |
| BBVA USA | 4,911 | $132.0K | 0.01% | +4,911 | New |
| Arkadios Wealth Advisors | 5,131 | $137.0K | 0.02% | +4,789+1,400.3% | Added |
| TD Private Client Wealth LLC | 5,282 | $141.2K | 0.01% | −11−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 5,436 | $145.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 5,516 | $147.0K | 0.10% | +1,225+28.5% | Added |
| Geneos Wealth Management Inc. | 6,312 | $166.0K | 0.01% | −1,558−19.8% | Reduced |
| CWM, LLC | 6,205 | $166.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 6,547 | $175.0K | 0.01% | −530−7.5% | Reduced |
| Berman Capital Advisors, LLC | 6,633 | $177.0K | 0.03% | +900+15.7% | Added |
| Twin Tree Management, LP | 6,636 | $177.0K | 0.01% | +6,636 | New |
| Fukoku Mutual Life Insurance Co | 6,800 | $182.0K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 6,828 | $182.0K | 0.01% | +6,828 | New |
| Neo Ivy Capital Management | 6,870 | $184.0K | 0.19% | +6,870 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 6,915 | $185.0K | 0.00% | +6,915 | New |
| DuPont Capital Management Corp | 7,037 | $188.0K | 0.00% | +4,581+186.5% | Added |
| Fifth Third Bancorp | 7,432 | $199.0K | 0.00% | −159−2.1% | Reduced |
| Regentatlantic Capital LLC | 7,566 | $202.0K | 0.01% | +7,566 | New |
| Shulman DeMeo Asset Management LLC | 7,571 | $202.0K | 0.08% | +7,571 | New |
| Stevens Capital Management LP | 7,582 | $203.0K | 0.06% | +7,582 | New |
| Deseret Mutual Benefit Administrators | 7,596 | $203.0K | 0.05% | +7,596 | New |
| Pinkerton Retirement Specialists, LLC | 7,710 | $206.0K | 0.04% | −281,151−97.3% | Reduced |
| Usca Ria LLC | 7,772 | $208.0K | 0.01% | +7,772 | New |
| Arrowstreet Capital, Limited Partnership | 8,000 | $214.0K | 0.00% | −557,341−98.6% | Reduced |
| PDT Partners, LLC | 8,059 | $215.0K | 0.01% | +8,059 | New |
| Mackenzie Financial Corp | 8,137 | $218.0K | 0.00% | +8,137 | New |
| Investment Counselors of Maryland LLC | 8,202 | $219.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 8,371 | $224.0K | 0.00% | +176+2.1% | Added |
| Verition Fund Management LLC | 8,378 | $224.0K | 0.00% | +8,378 | New |
| Machina Capital S.A.S. | 8,500 | $227.0K | 0.38% | +8,500 | New |
| Ieq Capital, LLC | 8,512 | $228.0K | 0.01% | +8,512 | New |
| Tower Research Capital LLC (TRC) | 8,552 | $229.0K | 0.01% | −27,956−76.6% | Reduced |
| Prelude Capital Management, LLC | 8,559 | $229.0K | 0.01% | +8,559 | New |
| Walleye Capital LLC | 8,622 | $230.0K | 0.01% | +8,622 | New |
| Federated Hermes, Inc. | 8,644 | $231.0K | 0.00% | −19,251−69.0% | Reduced |
| Bessemer Group Inc | 9,185 | $245.0K | 0.00% | −562−5.8% | Reduced |
| Diversified Trust Co | 9,170 | $245.0K | 0.01% | +9,170 | New |
| Beacon Pointe Advisors, LLC | 9,186 | $246.0K | 0.01% | +9,186 | New |
| IBM Retirement Fund | 9,405 | $251.0K | 0.02% | −3,467−26.9% | Reduced |
| Regions Financial Corp | 9,554 | $256.0K | 0.00% | −1,965−17.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 9,743 | $260.0K | 0.02% | +412+4.4% | Added |
| Capital Investment Advisory Services, LLC | 9,801 | $262.0K | 0.03% | −1,648−14.4% | Reduced |
| Wolverine Trading, LLC | 9,900 | $263.0K | 0.01% | −12,930−56.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 9,848 | $263.0K | 0.03% | −740−7.0% | Reduced |
| Investors Asset Management of Georgia Inc | 10,000 | $267.0K | 0.14% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,169 | $272.0K | 0.00% | +10,169 | New |
| Keybank National Association | 10,214 | $273.0K | 0.00% | −41−0.4% | Reduced |
| Grove Bank & Trust | 10,267 | $274.0K | 0.06% | −8−0.1% | Reduced |
| Ford Financial Group, LLC | 10,376 | $277.0K | 0.10% | +15+0.1% | Added |
| Snowden Capital Advisors LLC | 10,432 | $278.8K | 0.01% | −61−0.6% | Reduced |
| Synovus Financial Corp | 10,522 | $281.0K | 0.00% | +83+0.8% | Added |
| Redpoint Investment Management Pty Ltd | 10,650 | $285.0K | 0.02% | −1,700−13.8% | Reduced |
| Morningstar Investment Services LLC | 10,941 | $290.0K | 0.00% | +2,210+25.3% | Added |
| Parallax Volatility Advisers, L.P. | 10,869 | $291.0K | 0.00% | −20,219−65.0% | Reduced |
| Pitcairn Co | 10,933 | $292.0K | 0.02% | −35−0.3% | Reduced |
| Keystone Financial Group | 11,096 | $297.0K | 0.05% | −182−1.6% | Reduced |
| Signaturefd, LLC | 11,254 | $301.0K | 0.01% | +195+1.8% | Added |
| Dark Forest Capital Management LP | 11,416 | $305.0K | 0.13% | +11,416 | New |
| Alpha Omega Wealth Management LLC | 11,478 | $307.0K | 0.05% | −1,034−8.3% | Reduced |
| Norinchukin Bank, The | 11,530 | $308.0K | 0.00% | −100−0.9% | Reduced |
| Cigna Investments Inc | 11,569 | $309.0K | 0.02% | −1,973−14.6% | Reduced |
| O'Neil Global Advisors, Inc. | 11,931 | $319.0K | 0.10% | +11,931 | New |
| Diversified Investment Strategies, LLC | 12,002 | $321.0K | 0.24% | −797−6.2% | Reduced |
| LVZ Advisors, Inc. | 12,072 | $323.0K | 0.05% | −658−5.2% | Reduced |
| Commerce Bank | 12,201 | $326.0K | 0.00% | −432−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 12,373 | $331.0K | 0.01% | +1,820+17.2% | Added |
| Mariner, LLC | 12,406 | $332.0K | 0.00% | −935−7.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 12,434 | $332.0K | 0.00% | +12,434 | New |
| Advisors Asset Management, Inc. | 12,718 | $340.0K | 0.00% | −99−0.8% | Reduced |
| Captrust Financial Advisors | 12,961 | $346.0K | 0.00% | +64+0.5% | Added |
| Savant Capital, LLC | 13,080 | $350.0K | 0.01% | +188+1.5% | Added |
| IFP Advisors, Inc | 13,142 | $351.0K | 0.01% | −151,976−92.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 13,180 | $352.0K | 0.02% | +13,180 | New |
| Fayez Sarofim & Co | 13,391 | $358.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 13,587 | $363.0K | 0.02% | −5,329−28.2% | Reduced |
| Cooper Financial Group | 14,219 | $380.0K | 0.08% | +1,303+10.1% | Added |
| Hancock Whitney Corp | 14,521 | $388.0K | 0.01% | −1,517−9.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 14,622 | $391.0K | 0.07% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 14,676 | $392.0K | 0.01% | +1,855+14.5% | Added |
| Cipher Capital LP | 14,791 | $395.0K | 0.22% | +14,791 | New |
| Vontobel Holding Ltd. | 15,059 | $400.0K | 0.00% | +15,059 | New |
| M&T Bank Corp | 14,974 | $401.0K | 0.00% | −2,729−15.4% | Reduced |
| MML Investors Services, LLC | 15,041 | $402.0K | 0.00% | +249+1.7% | Added |
| Carret Asset Management, LLC | 15,135 | $405.0K | 0.05% | −1,200−7.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,277 | $408.0K | 0.00% | +12,589+468.3% | Added |
| Wealth Management Associates, Inc. | 15,365 | $410.7K | 0.23% | +15,365 | New |
| ARGA Investment Management, LP | 15,407 | $412.0K | 0.03% | −9,699−38.6% | Reduced |
| Johnson Investment Counsel Inc | 15,405 | $412.0K | 0.01% | +15,405 | New |
| First Heartland Consultants, Inc. | 15,472 | $414.0K | 0.06% | +5,082+48.9% | Added |
| World Asset Management Inc | 15,589 | $417.0K | 0.04% | −3,736−19.3% | Reduced |
| Purus Wealth Management, LLC | 15,602 | $417.0K | 0.30% | +90+0.6% | Added |