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, Q3 2021
Institutional positions in Invesco Ltd. as of Sep 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
- 558
- +5 vs. Q2 2021
- Shares held
- 296.8M
- +5.23M (+1.8%) vs. Q2 2021
- Total value
- $7.23B
- −$549.8M (−7.1%) vs. Q2 2021
- New holders
- 61
- 194 more added
- Sold out
- 56
- 217 more reduced
10 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6 | $0 | 0.00% | +1+20.0% | Added |
| Meridian Wealth Partners, LLC | 13 | $0 | 0.00% | +13 | New |
| Consolidated Planning Corp | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $96 | 0.00% | – | – |
| Raffa Wealth Management, LLC | 34 | $820 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 24 | $1.00K | 0.00% | −29,773−99.9% | Reduced |
| Carroll Financial Associates, Inc. | 51 | $1.00K | 0.00% | −3,440−98.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 126 | $1.00K | 0.00% | −395−75.8% | Reduced |
| Adirondack Trust Co | 50 | $1.00K | 0.00% | −50−50.0% | Reduced |
| Baystate Wealth Management LLC | 36 | $1.00K | 0.00% | +1+2.9% | Added |
| Wagner Wealth Management, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 37 | $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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $1.00K | 0.00% | +10+29.4% | Added |
| Bogart Wealth, LLC | 46 | $1.00K | 0.00% | +46 | New |
| Gradient Investments LLC | 64 | $2.00K | 0.00% | −96−60.0% | Reduced |
| Sittner & Nelson, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 77 | $2.00K | 0.00% | +77 | New |
| PSI Advisors, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Eagle Bay Advisors LLC | 110 | $2.00K | 0.00% | +110 | New |
| Bell Investment Advisors, Inc | 73 | $2.00K | 0.00% | +73 | New |
| Liberty Wealth Management LLC | 126 | $3.00K | 0.00% | +1+0.8% | Added |
| MV Capital Management, Inc. | 127 | $3.00K | 0.00% | +86+209.8% | Added |
| Glassman Wealth Services | 139 | $3.00K | 0.00% | +139 | New |
| Tradition Wealth Management, LLC | 170 | $4.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 204 | $5.00K | 0.00% | −16−7.3% | Reduced |
| Farmers & Merchants Investments Inc | 214 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 187 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 202 | $5.00K | 0.00% | +1+0.5% | Added |
| Eukles Asset Management | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 215 | $5.00K | 0.00% | +215 | New |
| Heritage Wealth Advisors | 245 | $5.91K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 494 | $7.00K | 0.01% | +494 | New |
| Atlas Private Wealth Advisors | 341 | $8.00K | 0.00% | +41+13.7% | Added |
| Tfo-TDC, LLC | 140 | $8.00K | 0.00% | +140 | New |
| CNB Bank | 380 | $9.00K | 0.01% | −178−31.9% | Reduced |
| Zions Bancorporation, N.A. | 404 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 410 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 395 | $10.0K | 0.00% | +65+19.7% | Added |
| First Bank & Trust | 467 | $11.0K | 0.01% | −410−46.8% | Reduced |
| Rosenberg Matthew Hamilton | 470 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 459 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 460 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 450 | $11.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 459 | $11.0K | 0.00% | +459 | New |
| Sound Income Strategies, LLC | 494 | $12.0K | 0.00% | −38−7.1% | Reduced |
| JFS Wealth Advisors, LLC | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 509 | $12.0K | 0.01% | +3+0.6% | Added |
| Kowal Investment Group, LLC | 505 | $12.0K | 0.00% | +505 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $14.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 600 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 667 | $16.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 667 | $16.0K | 0.00% | −1−0.1% | Reduced |
| Capital Analysts, LLC | 657 | $16.0K | 0.00% | +241+57.9% | Added |
| Central Trust Co | 688 | $17.0K | 0.00% | +688 | New |
| Smith Group Asset Management, LLC | 724 | $17.0K | 0.00% | +724 | New |
| Gables Capital Management Inc. | 734 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 736 | $18.0K | 0.01% | +314+74.4% | Added |
| MCF Advisors LLC | 737 | $18.0K | 0.00% | +539+272.2% | Added |
| Hanseatic Management Services Inc | 800 | $19.0K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 779 | $19.0K | 0.00% | +98+14.4% | Added |
| American Portfolios Advisors | 813 | $19.6K | 0.00% | +10+1.2% | Added |
| Lazard Asset Management LLC | 849 | $20.0K | 0.00% | −15,265−94.7% | Reduced |
| Whittier Trust Co | 868 | $20.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 825 | $20.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 847 | $20.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 887 | $22.0K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 919 | $22.0K | 0.00% | +919 | New |
| Sugarloaf Wealth Management, LLC | 970 | $23.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $24.0K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,040 | $25.0K | 0.02% | −210−16.8% | Reduced |
| Parkside Financial Bank & Trust | 1,037 | $25.0K | 0.01% | +46+4.6% | Added |
| Concord Wealth Partners | 1,112 | $27.0K | 0.01% | +801+257.6% | Added |
| O'Dell Group, LLC | 1,261 | $30.0K | 0.01% | +1,261 | New |
| JJJ Advisors Inc. | 1,304 | $31.0K | 0.01% | −31−2.3% | Reduced |
| McIlrath & Eck, LLC | 1,280 | $31.0K | 0.01% | +886+224.9% | Added |
| Global Retirement Partners, LLC | 1,325 | $32.0K | 0.00% | −210−13.7% | Reduced |
| Professional Financial Advisors, LLC | 1,331 | $32.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,584 | $38.0K | 0.00% | −506−24.2% | Reduced |
| AdvisorNet Financial, Inc | 1,613 | $39.0K | 0.00% | +733+83.3% | Added |
| Arlington Partners LLC | 1,604 | $39.0K | 0.01% | +1,604 | New |
| Asset Dedication, LLC | 1,700 | $41.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $41.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,813 | $44.0K | 0.00% | −109−5.7% | Reduced |
| Quadrant Capital Group LLC | 1,828 | $44.0K | 0.01% | +44+2.5% | Added |
| Sandy Spring Bank | 2,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,056 | $50.0K | 0.01% | +2,056 | New |
| Private Capital Group, LLC | 2,294 | $55.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,400 | $57.0K | 0.02% | +2,400 | New |
| Silvant Capital Management LLC | 2,649 | $64.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 2,718 | $66.0K | 0.00% | +307+12.7% | Added |