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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 29,797 | $796.0K | 0.00% | +29,797 | New |
| Buckley Wealth Management, LLC | 29,325 | $784.0K | 0.27% | +29,325 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 29,011 | $775.0K | 0.26% | −2,008−6.5% | Reduced |
| Elo Mutual Pension Insurance Co | 28,167 | $753.0K | 0.02% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 28,199 | $752.0K | 0.29% | +28,199 | New |
| Independent Advisor Alliance | 28,009 | $749.0K | 0.04% | −222,450−88.8% | Reduced |
| Element Wealth, LLC | 27,704 | $741.0K | 0.58% | +66+0.2% | Added |
| Stratos Wealth Partners, LTD. | 27,655 | $739.0K | 0.02% | −85,724−75.6% | Reduced |
| Prudential PLC | 27,579 | $737.0K | 0.01% | −458,800−94.3% | Reduced |
| Investment Management Associates Inc | 27,273 | $729.0K | 0.39% | −115,042−80.8% | Reduced |
| Pacer Advisors, Inc. | 26,745 | $715.0K | 0.01% | +4,475+20.1% | Added |
| Harbour Investments, Inc. | 26,272 | $702.0K | 0.02% | +30+0.1% | Added |
| Panagora Asset Management Inc | 25,860 | $691.0K | 0.00% | −1,082−4.0% | Reduced |
| Cetera Advisors LLC | 25,763 | $689.0K | 0.02% | −4,049−13.6% | Reduced |
| Oppenheimer Asset Management Inc. | 25,638 | $685.0K | 0.01% | −443−1.7% | Reduced |
| Quantitative Systematic Strategies LLC | 25,544 | $683.0K | 0.24% | +649+2.6% | Added |
| CIBC World Markets Inc. | 25,480 | $681.0K | 0.00% | −81,950−76.3% | Reduced |
| Bluefin Capital Management, LLC | 25,400 | $679.0K | 0.05% | +25,400 | New |
| New Mexico Educational Retirement Board | 25,114 | $671.0K | 0.02% | +1,000+4.1% | Added |
| Baldrige Asset Management LLC | 24,896 | $665.0K | 0.29% | −1,720−6.5% | Reduced |
| Rockefeller Capital Management L.P. | 24,495 | $654.0K | 0.00% | +18,118+284.1% | Added |
| Alphasimplex Group, LLC | 24,434 | $653.0K | 0.33% | −3,502−12.5% | Reduced |
| Equitable Holdings, Inc. | 24,410 | $652.0K | 0.01% | −2,400−9.0% | Reduced |
| Quantinno Capital Management LP | 24,247 | $648.0K | 0.73% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 24,126 | $645.0K | 0.18% | +24,126 | New |
| Hilltop Holdings Inc. | 24,013 | $642.0K | 0.07% | +24,013 | New |
| Virtu Financial LLC | 23,951 | $640.0K | 0.06% | +15,782+193.2% | Added |
| Louisiana State Employees Retirement System | 23,600 | $631.0K | 0.02% | +300+1.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 22,377 | $598.0K | 0.01% | −131−0.6% | Reduced |
| Gsa Capital Partners LLP | 22,216 | $594.0K | 0.07% | +22,216 | New |
| Sigma Planning Corp | 22,196 | $593.0K | 0.02% | −308,937−93.3% | Reduced |
| Kentucky Retirement Systems | 22,034 | $589.0K | 0.03% | −1,027−4.5% | Reduced |
| LSV Asset Management | 21,500 | $574.0K | 0.00% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 21,076 | $569.0K | 0.00% | +21,076 | New |
| Tokio Marine Asset Management Co Ltd | 21,266 | $568.0K | 0.05% | +1,000+4.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 21,119 | $565.0K | 0.14% | +21,119 | New |
| Bayesian Capital Management, LP | 21,109 | $564.0K | 0.15% | +21,109 | New |
| Seeyond | 21,020 | $561.0K | 0.05% | −2,927−12.2% | Reduced |
| Golden State Wealth Management, LLC | 20,500 | $548.0K | 0.12% | 00.0% | Unchanged |
| Xponance, Inc. | 20,470 | $547.0K | 0.01% | +4,326+26.8% | Added |
| 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 |
| Contravisory Investment Management, Inc. | 20,166 | $539.0K | 0.16% | −347−1.7% | Reduced |
| Echo Street Capital Management LLC | 20,116 | $538.0K | 0.00% | +10,119+101.2% | Added |
| Independent Financial Group, LLC | 19,773 | $528.5K | 0.06% | +1,469+8.0% | Added |
| Nordea Investment Management AB | 19,443 | $520.0K | 0.00% | +84+0.4% | Added |
| Corient Capital Partners, LLC | 19,042 | $509.0K | 0.04% | +1,152+6.4% | Added |
| Novare Capital Management LLC | 18,500 | $495.0K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 18,300 | $489.0K | 0.15% | −4,490−19.7% | Reduced |
| Winfield Associates, Inc. | 18,190 | $486.0K | 0.18% | −1,105−5.7% | Reduced |
| XTX Topco Ltd | 17,827 | $477.0K | 0.16% | +17,827 | New |
| Horizon Investments, LLC | 17,462 | $464.0K | 0.01% | −8,754−33.4% | Reduced |
| Financial Advocates Investment Management | 17,236 | $461.0K | 0.03% | −11,480−40.0% | Reduced |
| Qtron Investments LLC | 16,797 | $449.0K | 0.11% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 16,506 | $441.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| NEXT Financial Group, Inc | 16,336 | $437.0K | 0.03% | +5,230+47.1% | Added |
| First Midwest Bank Trust Division | 16,270 | $435.0K | 0.06% | +870+5.6% | Added |
| Lazard Asset Management LLC | 16,114 | $430.0K | 0.00% | +16,114 | New |
| Meridian Wealth Advisors, LLC | 15,875 | $424.0K | 0.12% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 15,733 | $421.0K | 0.02% | −15,471−49.6% | Reduced |
| JustInvest LLC | 15,683 | $419.0K | 0.04% | +15,683 | New |
| 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 |
| First Heartland Consultants, Inc. | 15,472 | $414.0K | 0.06% | +5,082+48.9% | Added |
| 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 |
| Wealth Management Associates, Inc. | 15,365 | $410.7K | 0.23% | +15,365 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,277 | $408.0K | 0.00% | +12,589+468.3% | Added |
| Carret Asset Management, LLC | 15,135 | $405.0K | 0.05% | −1,200−7.3% | Reduced |
| MML Investors Services, LLC | 15,041 | $402.0K | 0.00% | +249+1.7% | Added |
| M&T Bank Corp | 14,974 | $401.0K | 0.00% | −2,729−15.4% | Reduced |
| Vontobel Holding Ltd. | 15,059 | $400.0K | 0.00% | +15,059 | New |
| Cipher Capital LP | 14,791 | $395.0K | 0.22% | +14,791 | New |
| Pathstone Family Office, LLC | 14,676 | $392.0K | 0.01% | +1,855+14.5% | Added |
| Nicholas Hoffman & Company, LLC. | 14,622 | $391.0K | 0.07% | 00.0% | Unchanged |
| Hancock Whitney Corp | 14,521 | $388.0K | 0.01% | −1,517−9.5% | Reduced |
| Cooper Financial Group | 14,219 | $380.0K | 0.08% | +1,303+10.1% | Added |
| Kestra Private Wealth Services, LLC | 13,587 | $363.0K | 0.02% | −5,329−28.2% | Reduced |
| Fayez Sarofim & Co | 13,391 | $358.0K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 13,180 | $352.0K | 0.02% | +13,180 | New |
| IFP Advisors, Inc | 13,142 | $351.0K | 0.01% | −151,976−92.0% | Reduced |
| Savant Capital, LLC | 13,080 | $350.0K | 0.01% | +188+1.5% | Added |
| Captrust Financial Advisors | 12,961 | $346.0K | 0.00% | +64+0.5% | Added |
| Advisors Asset Management, Inc. | 12,718 | $340.0K | 0.00% | −99−0.8% | Reduced |
| 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 |
| O'Shaughnessy Asset Management, LLC | 12,373 | $331.0K | 0.01% | +1,820+17.2% | Added |
| Commerce Bank | 12,201 | $326.0K | 0.00% | −432−3.4% | Reduced |
| LVZ Advisors, Inc. | 12,072 | $323.0K | 0.05% | −658−5.2% | Reduced |
| Diversified Investment Strategies, LLC | 12,002 | $321.0K | 0.24% | −797−6.2% | Reduced |
| O'Neil Global Advisors, Inc. | 11,931 | $319.0K | 0.10% | +11,931 | New |
| Cigna Investments Inc | 11,569 | $309.0K | 0.02% | −1,973−14.6% | Reduced |
| Norinchukin Bank, The | 11,530 | $308.0K | 0.00% | −100−0.9% | Reduced |
| Alpha Omega Wealth Management LLC | 11,478 | $307.0K | 0.05% | −1,034−8.3% | Reduced |
| Dark Forest Capital Management LP | 11,416 | $305.0K | 0.13% | +11,416 | New |
| Signaturefd, LLC | 11,254 | $301.0K | 0.01% | +195+1.8% | Added |
| Keystone Financial Group | 11,096 | $297.0K | 0.05% | −182−1.6% | Reduced |
| Pitcairn Co | 10,933 | $292.0K | 0.02% | −35−0.3% | Reduced |