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 |
|---|---|---|---|---|---|
| CX Institutional | 681 | $18.0K | 0.00% | +136+25.0% | Added |
| Smith Asset Management Group LP | 678 | $18.0K | 0.00% | +286+73.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $16.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 600 | $16.0K | 0.00% | +600 | New |
| CNB Bank | 558 | $15.0K | 0.01% | −262−32.0% | Reduced |
| Sound Income Strategies, LLC | 532 | $14.0K | 0.00% | −596−52.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 521 | $14.0K | 0.00% | +520+52,000.0% | Added |
| JFS Wealth Advisors, LLC | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 506 | $13.0K | 0.01% | +3+0.6% | Added |
| Rosenberg Matthew Hamilton | 470 | $13.0K | 0.01% | +470 | New |
| FinTrust Capital Advisors, LLC | 459 | $12.0K | 0.00% | −2,000−81.3% | Reduced |
| Pflug Koory, LLC | 450 | $12.0K | 0.01% | +150+50.0% | Added |
| BerganKDV Wealth Management, LLC | 460 | $12.0K | 0.00% | +460 | New |
| Zions Bancorporation, N.A. | 404 | $11.0K | 0.00% | −6−1.5% | Reduced |
| Jacobi Capital Management LLC | 410 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 422 | $11.0K | 0.01% | +151+55.7% | Added |
| Capital Analysts, LLC | 416 | $11.0K | 0.00% | +416 | New |
| McIlrath & Eck, LLC | 394 | $11.0K | 0.00% | +394 | New |
| Atticus Wealth Management, LLC | 330 | $9.00K | 0.00% | −216−39.6% | Reduced |
| Core Wealth Advisors, Inc. | 300 | $8.00K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 311 | $8.00K | 0.00% | +99+46.7% | Added |
| CVA Family Office, LLC | 275 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 245 | $6.55K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 214 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 220 | $6.00K | 0.00% | +76+52.8% | Added |
| Earnest Partners LLC | 187 | $5.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 198 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $5.00K | 0.00% | +200 | New |
| Lee Financial Co | 201 | $5.00K | 0.00% | +201 | New |
| Tradition Wealth Management, LLC | 170 | $5.00K | 0.00% | +170 | New |
| Gradient Investments LLC | 160 | $4.00K | 0.00% | −297−65.0% | Reduced |
| M&R Capital Management Inc | 161 | $4.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 136 | $4.00K | 0.00% | +136 | New |
| FormulaFolio Investments, LLC | 133 | $4.00K | 0.00% | +133 | New |
| Adirondack Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 124 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 108 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 125 | $3.00K | 0.00% | −9−6.7% | Reduced |
| Sittner & Nelson, LLC | 99 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 102 | $3.00K | 0.00% | +84+466.7% | Added |
| PNC Managed Account Solutions, Inc. | 96 | $3.00K | 0.00% | +96 | New |
| Brown Brothers Harriman & Co | 88 | $2.00K | 0.00% | −211−70.6% | Reduced |
| Globeflex Capital L P | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 41 | $1.00K | 0.00% | +41 | New |
| Wagner Wealth Management, LLC | 38 | $1.00K | 0.00% | +38 | New |
| Strategic Blueprint, LLC | 46 | $1.00K | 0.00% | +46 | New |
| Wealth Quarterback LLC | 37 | $1.00K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 34 | $909 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $133 | 0.00% | – | New |
| Tennessee Valley Asset Management Partners | 11,744 | $0 | 0.00% | −14,854−55.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 34 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 16 | $0 | 0.00% | +16 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −57,200−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −587,926−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −442,464−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −335,068−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −149,246−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −137,621−100.0% | Sold out |
| Contrarius Investment Management Ltd | 0 | $0 | 0.00% | −120,645−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −118,622−100.0% | Sold out |
| Wealth Enhancement & Preservation of GA, LLC | 0 | $0 | 0.00% | −109,117−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −100,031−100.0% | Sold out |
| Piershale Financial Group, Inc. | 0 | $0 | 0.00% | −82,915−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −76,372−100.0% | Sold out |
| Ramiah Investment Group | 0 | $0 | 0.00% | −73,060−100.0% | Sold out |
| Moulton Wealth Management, Inc | 0 | $0 | 0.00% | −68,381−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −60,203−100.0% | Sold out |
| Hexavest Inc. | 0 | $0 | 0.00% | −43,794−100.0% | Sold out |
| RiverTree Advisors, LLC | 0 | $0 | 0.00% | −43,273−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −41,578−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −40,535−100.0% | Sold out |
| Oxinas Partners Wealth Management LLC | 0 | $0 | 0.00% | −39,732−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −38,728−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −33,879−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −89,482−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −31,314−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −28,810−100.0% | Sold out |
| Mattern Wealth Management LLC | 0 | $0 | 0.00% | −27,565−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −24,131−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −21,436−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −19,943−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −18,590−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −16,751−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −16,133−100.0% | Sold out |
| Johnson Midwest Financial, LLC | 0 | $0 | 0.00% | −13,842−100.0% | Sold out |
| Barber Financial Group, Inc. | 0 | $0 | 0.00% | −13,609−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,176−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −2,898−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −11,054−100.0% | Sold out |