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 |
|---|---|---|---|---|---|
| Winton Group Ltd | 0 | $0 | 0.00% | −11,282−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −11,013−100.0% | Sold out |
| Bank of the West | 0 | $0 | 0.00% | −10,849−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −10,540−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −9,355−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −9,906−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,473−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −9,019−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,766−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −8,631−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −8,409−100.0% | Sold out |
| Gateway Advisory, LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −5,050−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −4,902−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −1,006−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −564−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Money Concepts Capital Corp | – | – | – | – | Not filed |
| TCF National Bank | – | – | – | – | Not filed |
| CSat Investment Advisory, L.P. | – | – | – | – | Not filed |