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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.

Institutional holdersQ3 2021: 558 institutions
Q1 2021: 537 institutionsQ2 2021: 563 institutionsQ3 2021: 558 institutionsQ4 2021: 568 institutionsQ1 2022: 526 institutionsQ2 2022: 521 institutionsQ3 2022: 505 institutionsQ4 2022: 510 institutionsQ1 2023: 515 institutionsQ2 2023: 478 institutionsQ3 2023: 493 institutionsQ4 2023: 493 institutionsQ1 2024: 495 institutionsQ2 2024: 476 institutionsQ3 2024: 493 institutionsQ4 2024: 526 institutionsQ1 2025: 519 institutionsQ2 2025: 521 institutionsQ3 2025: 566 institutionsQ4 2025: 631 institutionsQ1 2026: 639 institutionsQ2 2026: 674 institutions
Value heldQ3 2021: $7.23B
Q1 2021: $7.39BQ2 2021: $7.79BQ3 2021: $7.23BQ4 2021: $7.14BQ1 2022: $7.16BQ2 2022: $4.85BQ3 2022: $4.42BQ4 2022: $5.71BQ1 2023: $5.14BQ2 2023: $5.11BQ3 2023: $4.41BQ4 2023: $5.34BQ1 2024: $5.02BQ2 2024: $4.53BQ3 2024: $6.83BQ4 2024: $7.04BQ1 2025: $6.17BQ2 2025: $6.50BQ3 2025: $8.98BQ4 2025: $10.8BQ1 2026: $10.2BQ2 2026: $11.2B
Institutions holding IVZ and their total value by quarter
QuarterHoldersValue
Q2 2026674$11.2B
Q1 2026639$10.2B
Q4 2025631$10.8B
Q3 2025566$8.98B
Q2 2025521$6.50B
Q1 2025519$6.17B
Q4 2024526$7.04B
Q3 2024493$6.83B
Q2 2024476$4.53B
Q1 2024495$5.02B
Q4 2023493$5.34B
Q3 2023493$4.41B
Q2 2023478$5.11B
Q1 2023515$5.14B
Q4 2022510$5.71B
Q3 2022505$4.42B
Q2 2022521$4.85B
Q1 2022526$7.16B
Q4 2021568$7.14B
Q3 2021558$7.23B
Q2 2021563$7.79B
Q1 2021537$7.39B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q2 2021.

Institutions holding IVZ in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Keystone Financial Group10,517$254.0K0.05%−579−5.2%Reduced
Belpointe Asset Management LLC10,484$253.0K0.02%−31,988−75.3%Reduced
Parallax Volatility Advisers, L.P.10,495$253.0K0.00%−374−3.4%Reduced
Snowden Capital Advisors LLC10,454$252.0K0.01%+22+0.2%Added
Tennessee Valley Asset Management Partners10,447$252.0K0.10%−1,297−11.0%Reduced
Ford Financial Group, LLC10,395$250.0K0.10%+19+0.2%Added
Cigna Investments Inc10,319$249.0K0.02%−1,250−10.8%Reduced
Synovus Financial Corp10,255$248.0K0.00%−267−2.5%Reduced
Grove Bank & Trust10,267$247.0K0.05%00.0%Unchanged
Oppenheimer & Co Inc10,199$246.0K0.00%+30+0.3%Added
Ieq Capital, LLC9,839$237.0K0.01%+1,327+15.6%Added
Creative Planning9,818$237.0K0.00%+9,818New
Capital Investment Advisory Services, LLC9,805$236.0K0.03%+40.0%Added
Vident Investment Advisory, LLC9,731$235.0K0.01%+9,731New
JustInvest LLC9,490$229.0K0.02%−6,193−39.5%Reduced
IBM Retirement Fund9,405$227.0K0.02%00.0%Unchanged
Bayesian Capital Management, LP9,300$224.0K0.06%−11,809−55.9%Reduced
Csenge Advisory Group9,087$223.0K0.02%+9,087New
Bessemer Group Inc9,185$221.0K0.00%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC9,066$219.0K0.04%+8,006+755.3%Added
Federated Hermes, Inc.9,027$218.0K0.00%+383+4.4%Added
Mackenzie Financial Corp9,026$218.0K0.00%+889+10.9%Added
Affinity Investment Advisors, LLC9,055$218.0K0.10%+9,055New
Wolverine Trading, LLC8,812$217.0K0.00%−1,088−11.0%Reduced
Bridgefront Capital, LLC8,849$213.0K0.22%+8,849New
Change Path, LLC8,845$213.0K0.01%+8,845New
Kentucky Retirement Systems Insurance Trust Fund8,801$212.0K0.02%−1,047−10.6%Reduced
Balasa Dinverno & Foltz LLC8,745$211.0K0.01%−998−10.2%Reduced
Meritage Group LP8,685$209.0K0.00%+8,685New
Diversified Trust Co8,378$202.0K0.01%−792−8.6%Reduced
Greenleaf Trust8,393$202.0K0.00%+22+0.3%Added
Fukoku Mutual Life Insurance Co8,310$200.0K0.02%+1,510+22.2%Added
Fifth Third Bancorp8,224$198.0K0.00%+792+10.7%Added
Fieldpoint Private Securities, LLC7,197$174.0K0.04%+2,813+64.2%Added
Carolina Wealth Advisors, LLC6,674$161.0K0.11%+1,158+21.0%Added
Arkadios Wealth Advisors6,599$159.0K0.02%+1,468+28.6%Added
Geneos Wealth Management Inc.6,210$152.0K0.01%−102−1.6%Reduced
Berman Capital Advisors, LLC6,175$148.0K0.02%−458−6.9%Reduced
Leonteq Securities AG6,043$145.7K0.01%+2,430+67.3%Added
Optimum Investment Advisors5,800$140.0K0.06%−12,500−68.3%Reduced
Vestcor Inc5,119$123.0K0.00%−1,428−21.8%Reduced
Maltese Capital Management LLC5,000$121.0K0.02%−165,000−97.1%Reduced
TD Private Client Wealth LLC5,011$120.8K0.01%−271−5.1%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital4,877$118.0K0.00%−10,400−68.1%Reduced
Deseret Mutual Benefit Administrators4,861$117.0K0.02%−2,735−36.0%Reduced
BBVA USA4,738$114.0K0.01%−173−3.5%Reduced
Ameritas Investment Partners, Inc.4,598$111.0K0.00%−838−15.4%Reduced
Altshuler Shaham Ltd4,465$108.0K0.00%+2,433+119.7%Added
First National Bank of South Miami4,115$99.0K0.07%+384+10.3%Added
DuPont Capital Management Corp3,580$86.0K0.00%−3,457−49.1%Reduced
Longfellow Investment Management Co LLC3,430$83.0K0.01%00.0%Unchanged
NVWM, LLC3,425$83.0K0.03%00.0%Unchanged
Parallel Advisors, LLC3,335$80.0K0.00%−36−1.1%Reduced
State of Wyoming3,332$80.0K0.05%+343+11.5%Added
TCI Wealth Advisors, Inc.3,292$79.0K0.01%+40+1.2%Added
Sentry Investment Management LLC3,246$78.0K0.02%−474−12.7%Reduced
Harvest Fund Management Co., Ltd3,278$78.0K0.02%00.0%Unchanged
First Horizon Advisors, Inc.3,290$78.0K0.00%+1,723+110.0%Added
Huntington National Bank2,718$66.0K0.00%+307+12.7%Added
Silvant Capital Management LLC2,649$64.0K0.01%00.0%Unchanged
Herold Advisors, Inc.2,400$57.0K0.02%+2,400New
Private Capital Group, LLC2,294$55.0K0.01%00.0%Unchanged
Howe & Rusling Inc2,056$50.0K0.01%+2,056New
Sandy Spring Bank2,000$48.0K0.00%00.0%Unchanged
Jones Financial Companies LLLP1,813$44.0K0.00%−109−5.7%Reduced
Quadrant Capital Group LLC1,828$44.0K0.01%+44+2.5%Added
Asset Dedication, LLC1,700$41.0K0.01%00.0%Unchanged
Orion Capital Management LLC1,700$41.0K0.02%00.0%Unchanged
AdvisorNet Financial, Inc1,613$39.0K0.00%+733+83.3%Added
Arlington Partners LLC1,604$39.0K0.01%+1,604New
Ellevest, Inc.1,584$38.0K0.00%−506−24.2%Reduced
Global Retirement Partners, LLC1,325$32.0K0.00%−210−13.7%Reduced
Professional Financial Advisors, LLC1,331$32.0K0.02%00.0%Unchanged
JJJ Advisors Inc.1,304$31.0K0.01%−31−2.3%Reduced
McIlrath & Eck, LLC1,280$31.0K0.01%+886+224.9%Added
O'Dell Group, LLC1,261$30.0K0.01%+1,261New
Concord Wealth Partners1,112$27.0K0.01%+801+257.6%Added
Old North State Trust, LLC1,040$25.0K0.02%−210−16.8%Reduced
Parkside Financial Bank & Trust1,037$25.0K0.01%+46+4.6%Added
Clear Investment Research, LLC1,000$24.0K0.04%00.0%Unchanged
Sugarloaf Wealth Management, LLC970$23.0K0.01%00.0%Unchanged
Oakworth Capital, Inc.887$22.0K0.00%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management919$22.0K0.00%+919New
Caldwell Trust Co847$20.4K0.00%00.0%Unchanged
Lazard Asset Management LLC849$20.0K0.00%−15,265−94.7%Reduced
Whittier Trust Co868$20.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC825$20.0K0.00%00.0%Unchanged
American Portfolios Advisors813$19.6K0.00%+10+1.2%Added
Hanseatic Management Services Inc800$19.0K0.03%00.0%Unchanged
CX Institutional779$19.0K0.00%+98+14.4%Added
Gables Capital Management Inc.734$18.0K0.01%00.0%Unchanged
Lloyd Advisory Services, LLC.736$18.0K0.01%+314+74.4%Added
MCF Advisors LLC737$18.0K0.00%+539+272.2%Added
Central Trust Co688$17.0K0.00%+688New
Smith Group Asset Management, LLC724$17.0K0.00%+724New
Tarbox Family Office, Inc.667$16.0K0.00%00.0%Unchanged
Evoke Wealth, LLC667$16.0K0.00%−1−0.1%Reduced
Capital Analysts, LLC657$16.0K0.00%+241+57.9%Added
Mine & Arao Wealth Creation & Management, LLC.600$14.0K0.01%00.0%Unchanged
Spire Wealth Management600$14.0K0.00%00.0%Unchanged