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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 77,200 | $2.06M | 0.01% | +8,600+12.5% | Added |
| AGF Investments America Inc. | 76,807 | $2.05M | 0.48% | +1,633+2.2% | Added |
| Capitolis Advisors LLC | 76,286 | $2.04M | 0.02% | −188,671−71.2% | Reduced |
| Raymond James & Associates | 75,221 | $2.01M | 0.00% | −54,466−42.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 74,465 | $1.99M | 0.01% | +74,465 | New |
| Brasada Capital Management, LP | 74,220 | $1.98M | 0.39% | +1,842+2.5% | Added |
| Mork Capital Management, LLC | 73,400 | $1.96M | 1.42% | 00.0% | Unchanged |
| Wellington Management Group LLP | 73,276 | $1.96M | 0.00% | +3,543+5.1% | Added |
| Oliver Luxxe Assets LLC | 72,721 | $1.94M | 0.53% | +3,081+4.4% | Added |
| Clear Street Markets LLC | 72,635 | $1.94M | 0.41% | +59,135+438.0% | Added |
| British Columbia Investment Management Corp | 72,252 | $1.93M | 0.01% | +8,269+12.9% | Added |
| Federation des caisses Desjardins du Quebec | 71,328 | $1.90M | 0.02% | −194−0.3% | Reduced |
| Jane Street Group, LLC | 70,872 | $1.89M | 0.00% | +52,803+292.2% | Added |
| Commonwealth Equity Services, LLC | 69,900 | $1.87M | 0.00% | −77,922−52.7% | Reduced |
| KBC Group NV | 69,529 | $1.86M | 0.01% | +49,218+242.3% | Added |
| Strategic Wealth Advisors Group, LLC | 68,403 | $1.83M | 0.08% | −45,894−40.2% | Reduced |
| Illinois Municipal Retirement Fund | 68,199 | $1.82M | 0.07% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 67,398 | $1.80M | 0.01% | +462+0.7% | Added |
| Gulf International Bank (UK) Ltd | 66,528 | $1.78M | 0.02% | −1,153−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 66,423 | $1.78M | 0.00% | −8,551−11.4% | Reduced |
| Empowered Funds, LLC | 66,367 | $1.77M | 0.23% | +66,367 | New |
| Moody National Bank Trust Division | 66,085 | $1.77M | 0.04% | 00.0% | Unchanged |
| American National Insurance Co | 65,960 | $1.76M | 0.07% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 63,663 | $1.70M | 0.02% | −94,649−59.8% | Reduced |
| Utah Retirement Systems | 63,478 | $1.70M | 0.02% | −8,800−12.2% | Reduced |
| Paloma Partners Management Co | 63,436 | $1.70M | 0.04% | +63,436 | New |
| United Capital Financial Advisers, LLC | 63,133 | $1.69M | 0.01% | −2,142−3.3% | Reduced |
| Kestra Advisory Services, LLC | 62,893 | $1.68M | 0.02% | −2,605−4.0% | Reduced |
| Texas Permanent School Fund | 62,862 | $1.68M | 0.02% | +40.0% | Added |
| Cetera Investment Advisers | 62,689 | $1.68M | 0.03% | +405+0.7% | Added |
| Redwood Investment Management, LLC | 62,576 | $1.67M | 0.27% | +4,432+7.6% | Added |
| D.A. Davidson & Co. | 61,731 | $1.65M | 0.02% | −12,685−17.0% | Reduced |
| Blair William & Co | 61,443 | $1.64M | 0.01% | −254−0.4% | Reduced |
| Acadian Asset Management LLC | 59,795 | $1.60M | 0.01% | +48,753+441.5% | Added |
| Cresset Asset Management, LLC | 59,702 | $1.60M | 0.02% | +21,783+57.4% | Added |
| Symmetry Partners, LLC | 59,394 | $1.59M | 0.11% | +46,536+361.9% | Added |
| Glenmede Trust Co NA | 59,366 | $1.59M | 0.01% | +3,182+5.7% | Added |
| Public Sector Pension Investment Board | 59,315 | $1.58M | 0.01% | +23,630+66.2% | Added |
| Crossmark Global Holdings, Inc. | 59,035 | $1.58M | 0.04% | +4,230+7.7% | Added |
| State of Alaska, Department of Revenue | 58,764 | $1.57M | 0.02% | −215−0.4% | Reduced |
| Marshall Wace North America L.P. | 58,728 | $1.57M | 0.01% | +30,564+108.5% | Added |
| AlphaCrest Capital Management LLC | 58,643 | $1.57M | 0.07% | +8,149+16.1% | Added |
| Brinker Capital Investments, LLC | 57,965 | $1.55M | 0.02% | +2,876+5.2% | Added |
| Comerica Bank | 65,550 | $1.53M | 0.01% | −5,555−7.8% | Reduced |
| Brookfield Asset Management Inc. | 55,611 | $1.49M | 0.01% | +55,611 | New |
| Aviva PLC | 55,150 | $1.47M | 0.01% | +55,150 | New |
| Banque Cantonale Vaudoise | 54,304 | $1.45M | 0.06% | +46,800+623.7% | Added |
| True Link Financial Advisors, LLC | 26,418 | $1.41M | 0.21% | 00.0% | Unchanged |
| Pendal Group Limited | 52,598 | $1.41M | 0.01% | +52,598 | New |
| Daiwa Securities Group Inc. | 52,553 | $1.41M | 0.01% | −415−0.8% | Reduced |
| Eaton Vance Management | 52,282 | $1.40M | 0.00% | +17,306+49.5% | Added |
| Public Employees Retirement Association of Colorado | 52,152 | $1.39M | 0.01% | 00.0% | Unchanged |
| MD Financial Management Inc. | 51,207 | $1.37M | 0.04% | +51,207 | New |
| DekaBank Deutsche Girozentrale | 51,635 | $1.36M | 0.00% | +6,743+15.0% | Added |
| Sciencast Management LP | 51,898 | $1.36M | 0.28% | +51,898 | New |
| Mirae Asset Global Investments Co., Ltd. | 50,695 | $1.35M | 0.00% | +4,623+10.0% | Added |
| CIBC Private Wealth Group, LLC | 50,516 | $1.35M | 0.00% | +557+1.1% | Added |
| Hayden Royal, LLC | 50,428 | $1.35M | 0.74% | −59,314−54.0% | Reduced |
| RBF Capital, LLC | 50,000 | $1.34M | 0.07% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 49,520 | $1.32M | 0.31% | −5,205−9.5% | Reduced |
| Mutual of America Capital Management LLC | 49,415 | $1.32M | 0.01% | +640+1.3% | Added |
| Westpac Banking Corp | 48,285 | $1.29M | 0.01% | +48,285 | New |
| Prospector Partners LLC | 47,650 | $1.27M | 0.16% | −4,150−8.0% | Reduced |
| Wealthcare Advisory Partners LLC | 47,458 | $1.27M | 0.08% | +2,112+4.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,408 | $1.27M | 0.01% | +328+0.7% | Added |
| Gillson Capital LP | 47,181 | $1.26M | 0.12% | +47,181 | New |
| Metropolitan Life Insurance Co | 45,210 | $1.21M | 0.02% | −1,294−2.8% | Reduced |
| Portland Investment Counsel Inc. | 35,983 | $1.19M | 0.59% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 43,117 | $1.15M | 0.01% | −465−1.1% | Reduced |
| Estate Counselors, LLC | 43,125 | $1.15M | 0.15% | +850+2.0% | Added |
| Private Advisor Group, LLC | 42,866 | $1.15M | 0.01% | −103,247−70.7% | Reduced |
| Old National Bancorp | 42,685 | $1.14M | 0.04% | −20,814−32.8% | Reduced |
| Belpointe Asset Management LLC | 42,472 | $1.14M | 0.08% | −2,562−5.7% | Reduced |
| IFG Advisory, LLC | 41,566 | $1.11M | 0.12% | −6,872−14.2% | Reduced |
| Brewin Dolphin Ltd | 40,115 | $1.07M | 0.05% | −2,624−6.1% | Reduced |
| Hartford Investment Management Co | 39,995 | $1.07M | 0.03% | −1,168−2.8% | Reduced |
| APG Asset Management N.V. | 46,831 | $1.06M | 0.00% | −1,000−2.1% | 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 |
| HighTower Advisors, LLC | 38,896 | $1.04M | 0.00% | −56,455−59.2% | Reduced |
| NorthCoast Asset Management LLC | 38,799 | $1.04M | 0.04% | +38,799 | New |
| Meeder Asset Management Inc | 37,662 | $1.01M | 0.05% | +13,208+54.0% | Added |
| Advisor Partners LLC | 36,997 | $989.0K | 0.06% | +1,020+2.8% | Added |
| Shell Asset Management Co | 36,891 | $986.0K | 0.02% | −2,577−6.5% | Reduced |
| Trilogy Capital Inc. | 36,825 | $984.0K | 0.07% | −15,913−30.2% | Reduced |
| CIBC Asset Management Inc | 35,721 | $955.0K | 0.00% | −171−0.5% | Reduced |
| Tibra Equities Europe Ltd | 34,707 | $928.0K | 0.29% | +34,707 | New |
| US Bancorp | 34,464 | $922.0K | 0.00% | +2,361+7.4% | Added |
| Teza Capital Management LLC | 34,129 | $912.0K | 0.15% | +34,129 | New |
| Natixis | 34,081 | $911.0K | 0.00% | −355,421−91.3% | Reduced |
| Investors Research Corp | 33,575 | $897.0K | 0.31% | 00.0% | Unchanged |
| Caz Investments LP | 33,200 | $887.0K | 0.95% | −12,400−27.2% | Reduced |
| Harvest Investment Services, LLC | 32,863 | $878.0K | 0.37% | −100.0% | Reduced |
| ARGI Investment Services, LLC | 32,536 | $870.0K | 0.03% | −1,636−4.8% | Reduced |
| SG Americas Securities, LLC | 32,519 | $869.0K | 0.00% | +17,954+123.3% | Added |
| Securian Asset Management, Inc | 31,906 | $853.0K | 0.02% | +61+0.2% | Added |
| Cetera Advisor Networks LLC | 31,893 | $852.0K | 0.01% | −3,750−10.5% | Reduced |
| Walleye Trading LLC | 31,847 | $851.0K | 0.02% | +7,223+29.3% | Added |
| ING Groep NV | 31,077 | $831.0K | 0.01% | +6,153+24.7% | Added |
| Advisory Services Network, LLC | 31,065 | $830.0K | 0.03% | −3,470−10.0% | Reduced |