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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| CNB Bank | 380 | $9.00K | 0.01% | −178−31.9% | Reduced |
| Atlas Private Wealth Advisors | 341 | $8.00K | 0.00% | +41+13.7% | Added |
| Tfo-TDC, LLC | 140 | $8.00K | 0.00% | +140 | New |
| Red Tortoise LLC | 494 | $7.00K | 0.01% | +494 | New |
| Heritage Wealth Advisors | 245 | $5.91K | 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 |
| Tradition Wealth Management, LLC | 170 | $4.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Raffa Wealth Management, LLC | 34 | $820 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $96 | 0.00% | – | – |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −2,575,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −278,300−100.0% | Sold out |
| Engrave Wealth Partners LLC | 0 | $0 | 0.00% | −256,132−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −106,085−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −105,671−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −78,401−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −78,146−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −68,403−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −63,663−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −58,643−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −55,611−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −52,598−100.0% | Sold out |
| Hayden Royal, LLC | 0 | $0 | 0.00% | −50,428−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −47,181−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −42,866−100.0% | Sold out |
| Tibra Equities Europe Ltd | 0 | $0 | 0.00% | −34,707−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −34,129−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −31,065−100.0% | Sold out |
| Wealthstar Advisors, LLC | 0 | $0 | 0.00% | −28,199−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −25,544−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −25,480−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −21,076−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,221−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,827−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −16,797−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −15,472−100.0% | Sold out |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −14,622−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −14,521−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,434−100.0% | Sold out |
| Diversified Investment Strategies, LLC | 0 | $0 | 0.00% | −12,002−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −11,931−100.0% | Sold out |
| Alpha Omega Wealth Management LLC | 0 | $0 | 0.00% | −11,478−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −11,416−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −9,554−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,622−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,559−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,059−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −7,710−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −7,582−100.0% | Sold out |