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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 10,869 | $291.0K | 0.00% | −20,219−65.0% | Reduced |
| Morningstar Investment Services LLC | 10,941 | $290.0K | 0.00% | +2,210+25.3% | Added |
| Redpoint Investment Management Pty Ltd | 10,650 | $285.0K | 0.02% | −1,700−13.8% | Reduced |
| Synovus Financial Corp | 10,522 | $281.0K | 0.00% | +83+0.8% | Added |
| Snowden Capital Advisors LLC | 10,432 | $278.8K | 0.01% | −61−0.6% | Reduced |
| Ford Financial Group, LLC | 10,376 | $277.0K | 0.10% | +15+0.1% | Added |
| Grove Bank & Trust | 10,267 | $274.0K | 0.06% | −8−0.1% | Reduced |
| Keybank National Association | 10,214 | $273.0K | 0.00% | −41−0.4% | Reduced |
| Oppenheimer & Co Inc | 10,169 | $272.0K | 0.00% | +10,169 | New |
| Investors Asset Management of Georgia Inc | 10,000 | $267.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Capital Investment Advisory Services, LLC | 9,801 | $262.0K | 0.03% | −1,648−14.4% | Reduced |
| Balasa Dinverno & Foltz LLC | 9,743 | $260.0K | 0.02% | +412+4.4% | Added |
| Regions Financial Corp | 9,554 | $256.0K | 0.00% | −1,965−17.1% | Reduced |
| IBM Retirement Fund | 9,405 | $251.0K | 0.02% | −3,467−26.9% | Reduced |
| Beacon Pointe Advisors, LLC | 9,186 | $246.0K | 0.01% | +9,186 | New |
| 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 |
| Federated Hermes, Inc. | 8,644 | $231.0K | 0.00% | −19,251−69.0% | Reduced |
| Walleye Capital LLC | 8,622 | $230.0K | 0.01% | +8,622 | 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 |
| Ieq Capital, LLC | 8,512 | $228.0K | 0.01% | +8,512 | New |
| Machina Capital S.A.S. | 8,500 | $227.0K | 0.38% | +8,500 | New |
| 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 |
| Investment Counselors of Maryland LLC | 8,202 | $219.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 8,137 | $218.0K | 0.00% | +8,137 | New |
| PDT Partners, LLC | 8,059 | $215.0K | 0.01% | +8,059 | New |
| Arrowstreet Capital, Limited Partnership | 8,000 | $214.0K | 0.00% | −557,341−98.6% | Reduced |
| Usca Ria LLC | 7,772 | $208.0K | 0.01% | +7,772 | New |
| Pinkerton Retirement Specialists, LLC | 7,710 | $206.0K | 0.04% | −281,151−97.3% | Reduced |
| 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 |
| 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 |
| Fifth Third Bancorp | 7,432 | $199.0K | 0.00% | −159−2.1% | Reduced |
| DuPont Capital Management Corp | 7,037 | $188.0K | 0.00% | +4,581+186.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,915 | $185.0K | 0.00% | +6,915 | New |
| Neo Ivy Capital Management | 6,870 | $184.0K | 0.19% | +6,870 | 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 |
| 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 |
| Vestcor Inc | 6,547 | $175.0K | 0.01% | −530−7.5% | Reduced |
| 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 |
| Carolina Wealth Advisors, LLC | 5,516 | $147.0K | 0.10% | +1,225+28.5% | Added |
| Ameritas Investment Partners, Inc. | 5,436 | $145.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,282 | $141.2K | 0.01% | −11−0.2% | Reduced |
| Arkadios Wealth Advisors | 5,131 | $137.0K | 0.02% | +4,789+1,400.3% | Added |
| BBVA USA | 4,911 | $132.0K | 0.01% | +4,911 | New |
| 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 |
| First National Bank of South Miami | 3,731 | $100.0K | 0.07% | +2,100+128.8% | Added |
| Sentry Investment Management LLC | 3,720 | $99.0K | 0.03% | +12+0.3% | Added |
| Leonteq Securities AG | 3,613 | $96.6K | 0.01% | −238−6.2% | Reduced |
| Carroll Financial Associates, Inc. | 3,491 | $93.0K | 0.01% | −6−0.2% | Reduced |
| 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 |
| Parallel Advisors, LLC | 3,371 | $90.0K | 0.00% | +369+12.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,297 | $88.0K | 0.00% | −116,664−97.3% | Reduced |
| Harvest Fund Management Co., Ltd | 3,278 | $88.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,252 | $87.0K | 0.02% | +293+9.9% | Added |
| Cutler Group LP | 3,151 | $84.0K | 0.01% | −737−19.0% | Reduced |
| State of Wyoming | 2,989 | $80.0K | 0.05% | +2,989 | New |
| Silvant Capital Management LLC | 2,649 | $71.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,411 | $64.0K | 0.00% | −27−1.1% | Reduced |
| Private Capital Group, LLC | 2,294 | $61.0K | 0.01% | +16+0.7% | Added |
| Ellevest, Inc. | 2,090 | $56.0K | 0.01% | +227+12.2% | Added |
| Altshuler Shaham Ltd | 2,032 | $54.0K | 0.00% | +2,032 | New |
| Sandy Spring Bank | 2,000 | $53.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,922 | $51.0K | 0.00% | −1,187−38.2% | Reduced |
| Quadrant Capital Group LLC | 1,784 | $48.0K | 0.01% | +40+2.3% | Added |
| Asset Dedication, LLC | 1,700 | $46.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $45.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,685 | $45.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,567 | $41.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,535 | $41.0K | 0.00% | +210+15.8% | Added |
| JJJ Advisors Inc. | 1,335 | $36.0K | 0.01% | +562+72.7% | Added |
| Professional Financial Advisors, LLC | 1,331 | $35.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,250 | $33.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,060 | $28.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 991 | $26.0K | 0.01% | −41−4.0% | Reduced |
| Proequities, Inc. | 964 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 970 | $26.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $25.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 880 | $24.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 877 | $23.0K | 0.01% | −1,105−55.8% | Reduced |
| Whittier Trust Co | 868 | $23.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 887 | $23.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 847 | $22.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 825 | $22.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 803 | $21.5K | 0.00% | −834−50.9% | Reduced |
| Hanseatic Management Services Inc | 800 | $21.0K | 0.04% | +800 | New |
| Gables Capital Management Inc. | 734 | $20.0K | 0.01% | −303−29.2% | Reduced |
| Evoke Wealth, LLC | 668 | $18.0K | 0.00% | −144−17.7% | Reduced |
| First Horizon Corp | 702 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 667 | $18.0K | 0.00% | −14−2.1% | Reduced |