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 |
|---|---|---|---|---|---|
| JustInvest LLC | 15,683 | $419.0K | 0.04% | +15,683 | New |
| Beacon Investment Advisory Services, Inc. | 15,733 | $421.0K | 0.02% | −15,471−49.6% | Reduced |
| Meridian Wealth Advisors, LLC | 15,875 | $424.0K | 0.12% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16,114 | $430.0K | 0.00% | +16,114 | New |
| First Midwest Bank Trust Division | 16,270 | $435.0K | 0.06% | +870+5.6% | Added |
| NEXT Financial Group, Inc | 16,336 | $437.0K | 0.03% | +5,230+47.1% | Added |
| Unison Advisors LLC | 16,378 | $438.0K | 0.08% | +97+0.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,372 | $438.0K | 0.02% | +16,372 | New |
| Dorsey & Whitney Trust CO LLC | 16,506 | $441.0K | 0.04% | 00.0% | Unchanged |
| Qtron Investments LLC | 16,797 | $449.0K | 0.11% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 17,236 | $461.0K | 0.03% | −11,480−40.0% | Reduced |
| Horizon Investments, LLC | 17,462 | $464.0K | 0.01% | −8,754−33.4% | Reduced |
| XTX Topco Ltd | 17,827 | $477.0K | 0.16% | +17,827 | New |
| Winfield Associates, Inc. | 18,190 | $486.0K | 0.18% | −1,105−5.7% | Reduced |
| Optimum Investment Advisors | 18,300 | $489.0K | 0.15% | −4,490−19.7% | Reduced |
| Novare Capital Management LLC | 18,500 | $495.0K | 0.06% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 19,042 | $509.0K | 0.04% | +1,152+6.4% | Added |
| Nordea Investment Management AB | 19,443 | $520.0K | 0.00% | +84+0.4% | Added |
| Independent Financial Group, LLC | 19,773 | $528.5K | 0.06% | +1,469+8.0% | Added |
| Echo Street Capital Management LLC | 20,116 | $538.0K | 0.00% | +10,119+101.2% | Added |
| Contravisory Investment Management, Inc. | 20,166 | $539.0K | 0.16% | −347−1.7% | Reduced |
| Occudo Quantitative Strategies LP | 20,221 | $541.0K | 0.08% | +3,804+23.2% | Added |
| Fox Run Management, L.L.C. | 20,221 | $541.0K | 0.49% | +20,221 | New |
| Xponance, Inc. | 20,470 | $547.0K | 0.01% | +4,326+26.8% | Added |
| Golden State Wealth Management, LLC | 20,500 | $548.0K | 0.12% | 00.0% | Unchanged |
| Seeyond | 21,020 | $561.0K | 0.05% | −2,927−12.2% | Reduced |
| Bayesian Capital Management, LP | 21,109 | $564.0K | 0.15% | +21,109 | New |
| Y-Intercept (Hong Kong) Ltd | 21,119 | $565.0K | 0.14% | +21,119 | New |
| Tokio Marine Asset Management Co Ltd | 21,266 | $568.0K | 0.05% | +1,000+4.9% | Added |
| M&G Investment Management Ltd | 21,076 | $569.0K | 0.00% | +21,076 | New |
| LSV Asset Management | 21,500 | $574.0K | 0.00% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 22,034 | $589.0K | 0.03% | −1,027−4.5% | Reduced |
| Sigma Planning Corp | 22,196 | $593.0K | 0.02% | −308,937−93.3% | Reduced |
| Gsa Capital Partners LLP | 22,216 | $594.0K | 0.07% | +22,216 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,377 | $598.0K | 0.01% | −131−0.6% | Reduced |
| Louisiana State Employees Retirement System | 23,600 | $631.0K | 0.02% | +300+1.3% | Added |
| Virtu Financial LLC | 23,951 | $640.0K | 0.06% | +15,782+193.2% | Added |
| Hilltop Holdings Inc. | 24,013 | $642.0K | 0.07% | +24,013 | New |
| Pearl River Capital, LLC | 24,126 | $645.0K | 0.18% | +24,126 | New |
| Quantinno Capital Management LP | 24,247 | $648.0K | 0.73% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 24,410 | $652.0K | 0.01% | −2,400−9.0% | Reduced |
| Alphasimplex Group, LLC | 24,434 | $653.0K | 0.33% | −3,502−12.5% | Reduced |
| Rockefeller Capital Management L.P. | 24,495 | $654.0K | 0.00% | +18,118+284.1% | Added |
| Baldrige Asset Management LLC | 24,896 | $665.0K | 0.29% | −1,720−6.5% | Reduced |
| New Mexico Educational Retirement Board | 25,114 | $671.0K | 0.02% | +1,000+4.1% | Added |
| Bluefin Capital Management, LLC | 25,400 | $679.0K | 0.05% | +25,400 | New |
| CIBC World Markets Inc. | 25,480 | $681.0K | 0.00% | −81,950−76.3% | Reduced |
| Quantitative Systematic Strategies LLC | 25,544 | $683.0K | 0.24% | +649+2.6% | Added |
| Oppenheimer Asset Management Inc. | 25,638 | $685.0K | 0.01% | −443−1.7% | Reduced |
| Cetera Advisors LLC | 25,763 | $689.0K | 0.02% | −4,049−13.6% | Reduced |
| Panagora Asset Management Inc | 25,860 | $691.0K | 0.00% | −1,082−4.0% | Reduced |
| Harbour Investments, Inc. | 26,272 | $702.0K | 0.02% | +30+0.1% | Added |
| Pacer Advisors, Inc. | 26,745 | $715.0K | 0.01% | +4,475+20.1% | Added |
| Investment Management Associates Inc | 27,273 | $729.0K | 0.39% | −115,042−80.8% | Reduced |
| Prudential PLC | 27,579 | $737.0K | 0.01% | −458,800−94.3% | Reduced |
| Stratos Wealth Partners, LTD. | 27,655 | $739.0K | 0.02% | −85,724−75.6% | Reduced |
| Element Wealth, LLC | 27,704 | $741.0K | 0.58% | +66+0.2% | Added |
| Independent Advisor Alliance | 28,009 | $749.0K | 0.04% | −222,450−88.8% | Reduced |
| Wealthstar Advisors, LLC | 28,199 | $752.0K | 0.29% | +28,199 | New |
| Elo Mutual Pension Insurance Co | 28,167 | $753.0K | 0.02% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 29,011 | $775.0K | 0.26% | −2,008−6.5% | Reduced |
| Buckley Wealth Management, LLC | 29,325 | $784.0K | 0.27% | +29,325 | New |
| Ci Investments Inc. | 29,797 | $796.0K | 0.00% | +29,797 | New |
| Advisory Services Network, LLC | 31,065 | $830.0K | 0.03% | −3,470−10.0% | Reduced |
| ING Groep NV | 31,077 | $831.0K | 0.01% | +6,153+24.7% | Added |
| Walleye Trading LLC | 31,847 | $851.0K | 0.02% | +7,223+29.3% | Added |
| Cetera Advisor Networks LLC | 31,893 | $852.0K | 0.01% | −3,750−10.5% | Reduced |
| Securian Asset Management, Inc | 31,906 | $853.0K | 0.02% | +61+0.2% | Added |
| SG Americas Securities, LLC | 32,519 | $869.0K | 0.00% | +17,954+123.3% | Added |
| ARGI Investment Services, LLC | 32,536 | $870.0K | 0.03% | −1,636−4.8% | Reduced |
| Harvest Investment Services, LLC | 32,863 | $878.0K | 0.37% | −100.0% | Reduced |
| Caz Investments LP | 33,200 | $887.0K | 0.95% | −12,400−27.2% | Reduced |
| Investors Research Corp | 33,575 | $897.0K | 0.31% | 00.0% | Unchanged |
| Natixis | 34,081 | $911.0K | 0.00% | −355,421−91.3% | Reduced |
| Teza Capital Management LLC | 34,129 | $912.0K | 0.15% | +34,129 | New |
| US Bancorp | 34,464 | $922.0K | 0.00% | +2,361+7.4% | Added |
| Tibra Equities Europe Ltd | 34,707 | $928.0K | 0.29% | +34,707 | New |
| CIBC Asset Management Inc | 35,721 | $955.0K | 0.00% | −171−0.5% | Reduced |
| Trilogy Capital Inc. | 36,825 | $984.0K | 0.07% | −15,913−30.2% | Reduced |
| Shell Asset Management Co | 36,891 | $986.0K | 0.02% | −2,577−6.5% | Reduced |
| Advisor Partners LLC | 36,997 | $989.0K | 0.06% | +1,020+2.8% | Added |
| Meeder Asset Management Inc | 37,662 | $1.01M | 0.05% | +13,208+54.0% | Added |
| NorthCoast Asset Management LLC | 38,799 | $1.04M | 0.04% | +38,799 | New |
| HighTower Advisors, LLC | 38,896 | $1.04M | 0.00% | −56,455−59.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 39,394 | $1.05M | 0.00% | −395−1.0% | Reduced |
| Mercer Global Advisors Inc | 39,412 | $1.05M | 0.01% | +1,345+3.5% | Added |
| APG Asset Management N.V. | 46,831 | $1.06M | 0.00% | −1,000−2.1% | Reduced |
| Hartford Investment Management Co | 39,995 | $1.07M | 0.03% | −1,168−2.8% | Reduced |
| Brewin Dolphin Ltd | 40,115 | $1.07M | 0.05% | −2,624−6.1% | Reduced |
| IFG Advisory, LLC | 41,566 | $1.11M | 0.12% | −6,872−14.2% | Reduced |
| Belpointe Asset Management LLC | 42,472 | $1.14M | 0.08% | −2,562−5.7% | Reduced |
| Old National Bancorp | 42,685 | $1.14M | 0.04% | −20,814−32.8% | Reduced |
| Private Advisor Group, LLC | 42,866 | $1.15M | 0.01% | −103,247−70.7% | Reduced |
| Estate Counselors, LLC | 43,125 | $1.15M | 0.15% | +850+2.0% | Added |
| Nissay Asset Management Corp | 43,117 | $1.15M | 0.01% | −465−1.1% | Reduced |
| Portland Investment Counsel Inc. | 35,983 | $1.19M | 0.59% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 45,210 | $1.21M | 0.02% | −1,294−2.8% | Reduced |
| Gillson Capital LP | 47,181 | $1.26M | 0.12% | +47,181 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,408 | $1.27M | 0.01% | +328+0.7% | Added |
| Wealthcare Advisory Partners LLC | 47,458 | $1.27M | 0.08% | +2,112+4.7% | Added |