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 |
|---|---|---|---|---|---|
| Sentry Investment Management LLC | 3,246 | $78.0K | 0.02% | −474−12.7% | Reduced |
| Harvest Fund Management Co., Ltd | 3,278 | $78.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,290 | $78.0K | 0.00% | +1,723+110.0% | Added |
| TCI Wealth Advisors, Inc. | 3,292 | $79.0K | 0.01% | +40+1.2% | Added |
| Parallel Advisors, LLC | 3,335 | $80.0K | 0.00% | −36−1.1% | Reduced |
| State of Wyoming | 3,332 | $80.0K | 0.05% | +343+11.5% | Added |
| Longfellow Investment Management Co LLC | 3,430 | $83.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 3,425 | $83.0K | 0.03% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,580 | $86.0K | 0.00% | −3,457−49.1% | Reduced |
| First National Bank of South Miami | 4,115 | $99.0K | 0.07% | +384+10.3% | Added |
| Altshuler Shaham Ltd | 4,465 | $108.0K | 0.00% | +2,433+119.7% | Added |
| Ameritas Investment Partners, Inc. | 4,598 | $111.0K | 0.00% | −838−15.4% | Reduced |
| BBVA USA | 4,738 | $114.0K | 0.01% | −173−3.5% | Reduced |
| Deseret Mutual Benefit Administrators | 4,861 | $117.0K | 0.02% | −2,735−36.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,877 | $118.0K | 0.00% | −10,400−68.1% | Reduced |
| TD Private Client Wealth LLC | 5,011 | $120.8K | 0.01% | −271−5.1% | Reduced |
| Maltese Capital Management LLC | 5,000 | $121.0K | 0.02% | −165,000−97.1% | Reduced |
| Vestcor Inc | 5,119 | $123.0K | 0.00% | −1,428−21.8% | Reduced |
| Optimum Investment Advisors | 5,800 | $140.0K | 0.06% | −12,500−68.3% | Reduced |
| Leonteq Securities AG | 6,043 | $145.7K | 0.01% | +2,430+67.3% | Added |
| Berman Capital Advisors, LLC | 6,175 | $148.0K | 0.02% | −458−6.9% | Reduced |
| Geneos Wealth Management Inc. | 6,210 | $152.0K | 0.01% | −102−1.6% | Reduced |
| Arkadios Wealth Advisors | 6,599 | $159.0K | 0.02% | +1,468+28.6% | Added |
| Carolina Wealth Advisors, LLC | 6,674 | $161.0K | 0.11% | +1,158+21.0% | Added |
| Fieldpoint Private Securities, LLC | 7,197 | $174.0K | 0.04% | +2,813+64.2% | Added |
| Fifth Third Bancorp | 8,224 | $198.0K | 0.00% | +792+10.7% | Added |
| Fukoku Mutual Life Insurance Co | 8,310 | $200.0K | 0.02% | +1,510+22.2% | Added |
| Diversified Trust Co | 8,378 | $202.0K | 0.01% | −792−8.6% | Reduced |
| Greenleaf Trust | 8,393 | $202.0K | 0.00% | +22+0.3% | Added |
| Meritage Group LP | 8,685 | $209.0K | 0.00% | +8,685 | New |
| Balasa Dinverno & Foltz LLC | 8,745 | $211.0K | 0.01% | −998−10.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 8,801 | $212.0K | 0.02% | −1,047−10.6% | Reduced |
| Bridgefront Capital, LLC | 8,849 | $213.0K | 0.22% | +8,849 | New |
| Change Path, LLC | 8,845 | $213.0K | 0.01% | +8,845 | New |
| Wolverine Trading, LLC | 8,812 | $217.0K | 0.00% | −1,088−11.0% | Reduced |
| Federated Hermes, Inc. | 9,027 | $218.0K | 0.00% | +383+4.4% | Added |
| Mackenzie Financial Corp | 9,026 | $218.0K | 0.00% | +889+10.9% | Added |
| Affinity Investment Advisors, LLC | 9,055 | $218.0K | 0.10% | +9,055 | New |
| Patriot Financial Group Insurance Agency, LLC | 9,066 | $219.0K | 0.04% | +8,006+755.3% | Added |
| Bessemer Group Inc | 9,185 | $221.0K | 0.00% | 00.0% | Unchanged |
| Csenge Advisory Group | 9,087 | $223.0K | 0.02% | +9,087 | New |
| Bayesian Capital Management, LP | 9,300 | $224.0K | 0.06% | −11,809−55.9% | Reduced |
| IBM Retirement Fund | 9,405 | $227.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 9,490 | $229.0K | 0.02% | −6,193−39.5% | Reduced |
| Vident Investment Advisory, LLC | 9,731 | $235.0K | 0.01% | +9,731 | New |
| Capital Investment Advisory Services, LLC | 9,805 | $236.0K | 0.03% | +40.0% | Added |
| Ieq Capital, LLC | 9,839 | $237.0K | 0.01% | +1,327+15.6% | Added |
| Creative Planning | 9,818 | $237.0K | 0.00% | +9,818 | New |
| Oppenheimer & Co Inc | 10,199 | $246.0K | 0.00% | +30+0.3% | Added |
| Grove Bank & Trust | 10,267 | $247.0K | 0.05% | 00.0% | Unchanged |
| Synovus Financial Corp | 10,255 | $248.0K | 0.00% | −267−2.5% | Reduced |
| Cigna Investments Inc | 10,319 | $249.0K | 0.02% | −1,250−10.8% | Reduced |
| Ford Financial Group, LLC | 10,395 | $250.0K | 0.10% | +19+0.2% | Added |
| Tennessee Valley Asset Management Partners | 10,447 | $252.0K | 0.10% | −1,297−11.0% | Reduced |
| Snowden Capital Advisors LLC | 10,454 | $252.0K | 0.01% | +22+0.2% | Added |
| Belpointe Asset Management LLC | 10,484 | $253.0K | 0.02% | −31,988−75.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 10,495 | $253.0K | 0.00% | −374−3.4% | Reduced |
| Keystone Financial Group | 10,517 | $254.0K | 0.05% | −579−5.2% | Reduced |
| Pitcairn Co | 10,564 | $255.0K | 0.02% | −369−3.4% | Reduced |
| Sowell Financial Services LLC | 10,577 | $255.0K | 0.02% | +10,577 | New |
| Investors Asset Management of Georgia Inc | 10,607 | $256.0K | 0.13% | +607+6.1% | Added |
| William Blair Investment Management, LLC | 10,622 | $256.0K | 0.00% | +10,622 | New |
| Sciencast Management LP | 10,670 | $257.0K | 0.07% | −41,228−79.4% | Reduced |
| Redpoint Investment Management Pty Ltd | 10,650 | $257.0K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 10,655 | $257.0K | 0.00% | +441+4.3% | Added |
| Fayez Sarofim & Co | 10,691 | $258.0K | 0.00% | −2,700−20.2% | Reduced |
| IFP Advisors, Inc | 11,037 | $267.0K | 0.01% | −2,105−16.0% | Reduced |
| Jump Financial, LLC | 11,500 | $278.0K | 0.02% | +11,500 | New |
| Signaturefd, LLC | 11,620 | $280.0K | 0.01% | +366+3.3% | Added |
| Norinchukin Bank, The | 11,654 | $281.0K | 0.00% | +124+1.1% | Added |
| Commerce Bank | 11,880 | $287.0K | 0.00% | −321−2.6% | Reduced |
| Fulton Bank, N.A. | 12,038 | $291.0K | 0.01% | +12,038 | New |
| Advisors Asset Management, Inc. | 12,276 | $296.0K | 0.00% | −442−3.5% | Reduced |
| Harfst & Associates, Inc. | 12,290 | $296.0K | 0.08% | +12,290 | New |
| LVZ Advisors, Inc. | 12,388 | $299.0K | 0.04% | +316+2.6% | Added |
| Park Avenue Securities LLC | 12,456 | $300.0K | 0.01% | +12,456 | New |
| FDx Advisors, Inc. | 12,560 | $303.0K | 0.01% | +12,560 | New |
| Captrust Financial Advisors | 12,675 | $306.0K | 0.00% | −286−2.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,750 | $307.0K | 0.02% | +12,750 | New |
| O'Shaughnessy Asset Management, LLC | 12,912 | $311.0K | 0.01% | +539+4.4% | Added |
| World Asset Management Inc | 13,250 | $319.0K | 0.03% | −2,339−15.0% | Reduced |
| Morningstar Investment Services LLC | 13,399 | $330.0K | 0.00% | +2,458+22.5% | Added |
| Savant Capital, LLC | 14,250 | $344.0K | 0.01% | +1,170+8.9% | Added |
| Cooper Financial Group | 14,455 | $349.0K | 0.07% | +236+1.7% | Added |
| Novare Capital Management LLC | 14,500 | $350.0K | 0.04% | −4,000−21.6% | Reduced |
| Financial Advocates Investment Management | 14,529 | $351.0K | 0.02% | −2,707−15.7% | Reduced |
| Beacon Pointe Advisors, LLC | 14,576 | $351.0K | 0.01% | +5,390+58.7% | Added |
| Sigma Planning Corp | 14,800 | $357.0K | 0.01% | −7,396−33.3% | Reduced |
| Johnson Investment Counsel Inc | 14,827 | $357.0K | 0.00% | −578−3.8% | Reduced |
| M&T Bank Corp | 15,018 | $361.0K | 0.00% | +44+0.3% | Added |
| Carret Asset Management, LLC | 15,135 | $365.0K | 0.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 15,204 | $366.0K | 0.01% | +528+3.6% | Added |
| Wealth Management Associates, Inc. | 15,365 | $370.4K | 0.22% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 15,407 | $371.0K | 0.03% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 15,706 | $379.0K | 0.26% | +104+0.7% | Added |
| Meridian Wealth Advisors, LLC | 15,875 | $383.0K | 0.11% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 16,088 | $388.0K | 0.02% | +355+2.3% | Added |
| Visionary Wealth Advisors | 16,100 | $388.0K | 0.04% | +16,100 | New |
| Clear Street Markets LLC | 16,400 | $395.0K | 0.09% | −56,235−77.4% | Reduced |
| First Midwest Bank Trust Division | 16,385 | $395.0K | 0.06% | +115+0.7% | Added |