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 |
|---|---|---|---|---|---|
| Rothschild Investment Corp | 81,035 | $1.95M | 0.16% | −725−0.9% | Reduced |
| Handelsbanken Fonder AB | 77,200 | $1.86M | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 77,114 | $1.86M | 0.02% | −10,613−12.1% | Reduced |
| Nomura Asset Management Co Ltd | 77,044 | $1.86M | 0.01% | −10,459−12.0% | Reduced |
| AGF Investments America Inc. | 76,807 | $1.85M | 0.39% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 76,688 | $1.85M | 0.51% | +3,967+5.5% | Added |
| Brasada Capital Management, LP | 75,364 | $1.82M | 0.36% | +1,144+1.5% | Added |
| Highland Capital Management, LLC | 74,805 | $1.80M | 0.11% | −4,016−5.1% | Reduced |
| Mork Capital Management, LLC | 73,400 | $1.77M | 1.51% | 00.0% | Unchanged |
| Empowered Funds, LLC | 68,923 | $1.66M | 0.21% | +2,556+3.9% | Added |
| Illinois Municipal Retirement Fund | 68,199 | $1.64M | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 67,963 | $1.64M | 0.00% | −1,937−2.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 67,535 | $1.63M | 0.02% | −3,793−5.3% | Reduced |
| DekaBank Deutsche Girozentrale | 65,630 | $1.62M | 0.00% | +13,995+27.1% | Added |
| Moody National Bank Trust Division | 66,085 | $1.59M | 0.02% | 00.0% | Unchanged |
| American National Insurance Co | 65,960 | $1.59M | 0.06% | 00.0% | Unchanged |
| KBC Group NV | 65,698 | $1.58M | 0.01% | −3,831−5.5% | Reduced |
| Capitolis Advisors LLC | 63,273 | $1.56M | 0.01% | −13,013−17.1% | Reduced |
| The PNC Financial Services Group, Inc. | 64,673 | $1.56M | 0.00% | −1,750−2.6% | Reduced |
| Brinker Capital Investments, LLC | 57,965 | $1.55M | 0.02% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 63,946 | $1.54M | 0.01% | −8,306−11.5% | Reduced |
| State of Tennessee, Treasury Department | 63,934 | $1.54M | 0.01% | −3,464−5.1% | Reduced |
| Cresset Asset Management, LLC | 63,112 | $1.52M | 0.02% | +3,410+5.7% | Added |
| Prudential PLC | 62,848 | $1.51M | 0.02% | +35,269+127.9% | Added |
| Kestra Advisory Services, LLC | 61,913 | $1.49M | 0.01% | −980−1.6% | Reduced |
| Blair William & Co | 61,785 | $1.49M | 0.01% | +342+0.6% | Added |
| Crossmark Global Holdings, Inc. | 60,572 | $1.46M | 0.03% | +1,537+2.6% | Added |
| Utah Retirement Systems | 60,378 | $1.46M | 0.02% | −3,100−4.9% | Reduced |
| Gulf International Bank (UK) Ltd | 60,175 | $1.45M | 0.02% | −6,353−9.5% | Reduced |
| Aviva PLC | 59,095 | $1.43M | 0.01% | +3,945+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 58,408 | $1.41M | 0.01% | −20,019−25.5% | Reduced |
| Public Sector Pension Investment Board | 57,595 | $1.39M | 0.01% | −1,720−2.9% | Reduced |
| MUFG Americas Holdings Corp | 57,192 | $1.38M | 0.03% | −54,052−48.6% | Reduced |
| Jane Street Group, LLC | 57,202 | $1.38M | 0.00% | −13,670−19.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 55,926 | $1.35M | 0.00% | +5,231+10.3% | Added |
| D.A. Davidson & Co. | 54,561 | $1.31M | 0.02% | −7,170−11.6% | Reduced |
| IFM Investors Pty Ltd | 54,497 | $1.31M | 0.03% | +54,497 | New |
| PEAK6 Investments LLC | 53,845 | $1.30M | 0.03% | −27,631−33.9% | Reduced |
| Wesbanco Bank Inc | 53,831 | $1.30M | 0.05% | +53,831 | New |
| MD Financial Management Inc. | 53,680 | $1.29M | 0.03% | +2,473+4.8% | Added |
| Texas Permanent School Fund | 52,748 | $1.27M | 0.02% | −10,114−16.1% | Reduced |
| State of Alaska, Department of Revenue | 52,396 | $1.26M | 0.01% | −6,368−10.8% | Reduced |
| Eaton Vance Management | 72,716 | $1.23M | 0.00% | +20,434+39.1% | Added |
| Hourglass Capital, LLC | 50,450 | $1.22M | 0.33% | +930+1.9% | Added |
| Polianta Ltd | 50,300 | $1.21M | 0.56% | +50,300 | New |
| Wellington Management Group LLP | 50,045 | $1.21M | 0.00% | −23,231−31.7% | Reduced |
| RBF Capital, LLC | 50,000 | $1.21M | 0.07% | 00.0% | Unchanged |
| Paloma Partners Management Co | 49,496 | $1.19M | 0.05% | −13,940−22.0% | Reduced |
| Comerica Bank | 47,247 | $1.19M | 0.01% | −18,303−27.9% | Reduced |
| Quantbot Technologies LP | 48,628 | $1.17M | 0.09% | +41,800+612.2% | Added |
| Prospector Partners LLC | 47,650 | $1.15M | 0.15% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 21,418 | $1.13M | 0.15% | −5,000−18.9% | Reduced |
| Wealthcare Advisory Partners LLC | 45,920 | $1.11M | 0.07% | −1,538−3.2% | Reduced |
| IFG Advisory, LLC | 45,042 | $1.08M | 0.12% | +3,476+8.4% | Added |
| Mutual of America Capital Management LLC | 44,849 | $1.08M | 0.01% | −4,566−9.2% | Reduced |
| United Capital Financial Advisers, LLC | 43,652 | $1.05M | 0.01% | −19,481−30.9% | Reduced |
| Estate Counselors, LLC | 43,645 | $1.05M | 0.13% | +520+1.2% | Added |
| Harvest Investment Services, LLC | 42,953 | $1.03M | 0.42% | +10,090+30.7% | Added |
| Symmetry Partners, LLC | 40,728 | $1.03M | 0.07% | −18,666−31.4% | Reduced |
| Echo Street Capital Management LLC | 42,839 | $1.03M | 0.01% | +22,723+113.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,787 | $1.03M | 0.01% | −4,621−9.7% | Reduced |
| Cetera Advisors LLC | 42,525 | $1.02M | 0.02% | +16,762+65.1% | Added |
| Glenmede Trust Co NA | 41,886 | $1.01M | 0.01% | −17,480−29.4% | Reduced |
| Polar Asset Management Partners Inc. | 41,530 | $1.00M | 0.01% | +41,530 | New |
| Northwestern Mutual Wealth Management Co | 40,962 | $987.0K | 0.00% | +1,568+4.0% | Added |
| Nissay Asset Management Corp | 40,482 | $976.0K | 0.01% | −2,635−6.1% | Reduced |
| Meeder Asset Management Inc | 40,152 | $968.0K | 0.05% | +2,490+6.6% | Added |
| Metropolitan Life Insurance Co | 39,997 | $964.3K | 0.01% | −5,213−11.5% | Reduced |
| Advisor Partners LLC | 39,920 | $962.0K | 0.06% | +2,923+7.9% | Added |
| US Bancorp | 39,111 | $944.0K | 0.00% | +4,647+13.5% | Added |
| Brewin Dolphin Ltd | 39,117 | $943.1K | 0.04% | −998−2.5% | Reduced |
| Capstone Investment Advisors, LLC | 39,124 | $943.0K | 0.02% | +39,124 | New |
| Oppenheimer Asset Management Inc. | 38,875 | $937.0K | 0.01% | +13,237+51.6% | Added |
| Magnetar Financial LLC | 38,741 | $934.0K | 0.01% | +38,741 | New |
| Old National Bancorp | 38,511 | $928.0K | 0.04% | −4,174−9.8% | Reduced |
| Vontobel Holding Ltd. | 38,158 | $920.0K | 0.01% | +23,099+153.4% | Added |
| CIBC Private Wealth Group, LLC | 37,574 | $906.0K | 0.00% | −12,942−25.6% | Reduced |
| CIBC Asset Management Inc | 37,403 | $902.0K | 0.00% | +1,682+4.7% | Added |
| NorthCoast Asset Management LLC | 37,313 | $900.0K | 0.03% | −1,486−3.8% | Reduced |
| Trilogy Capital Inc. | 37,172 | $896.0K | 0.07% | +347+0.9% | Added |
| Horizon Investments, LLC | 36,397 | $872.0K | 0.03% | +18,935+108.4% | Added |
| Portland Investment Counsel Inc. | 35,983 | $868.0K | 0.40% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 35,340 | $852.0K | 0.01% | −4,072−10.3% | Reduced |
| Public Employees Retirement Association of Colorado | 34,624 | $835.0K | 0.00% | −17,528−33.6% | Reduced |
| Mariner, LLC | 34,367 | $829.0K | 0.00% | +21,961+177.0% | Added |
| Tower Research Capital LLC (TRC) | 33,592 | $810.0K | 0.02% | +25,040+292.8% | Added |
| Investors Research Corp | 33,575 | $809.0K | 0.27% | 00.0% | Unchanged |
| Caz Investments LP | 33,200 | $800.0K | 1.03% | 00.0% | Unchanged |
| Hartford Investment Management Co | 32,099 | $774.0K | 0.02% | −7,896−19.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 31,965 | $771.0K | 0.09% | −67,548−67.9% | Reduced |
| ARGI Investment Services, LLC | 31,226 | $753.0K | 0.02% | −1,310−4.0% | Reduced |
| Virtu Financial LLC | 31,100 | $750.0K | 0.07% | +7,149+29.8% | Added |
| Buckley Wealth Management, LLC | 30,340 | $731.0K | 0.24% | +1,015+3.5% | Added |
| Caas Capital Management LP | 30,000 | $723.0K | 0.05% | +30,000 | New |
| Walleye Trading LLC | 29,561 | $713.0K | 0.02% | −2,286−7.2% | Reduced |
| Cetera Advisor Networks LLC | 28,974 | $699.0K | 0.01% | −2,919−9.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 29,012 | $699.0K | 0.23% | +10.0% | Added |
| ING Groep NV | 28,665 | $691.0K | 0.01% | −2,412−7.8% | Reduced |
| Hilltop Holdings Inc. | 28,563 | $688.0K | 0.08% | +4,550+18.9% | Added |
| Securian Asset Management, Inc | 28,488 | $687.0K | 0.01% | −3,418−10.7% | Reduced |