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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.

Q4 2021 vs. Q3 2021

How the institutions holding Invesco Ltd. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of IVZ: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders5586568+16
Shares296.8M184.4K303.9M+7.28M (+2.5%)
Value$7.23B$4.45M$7.14B−$88.0M (−1.2%)

6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held Invesco Ltd. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to IVZ in Q4 2021
InstitutionSharesValue% of portfolio
Gillson Capital LP626,211$14.4M0.94%
Voloridge Investment Management, LLC358,610$8.26M0.05%
Worldquant Millennium Advisors LLC346,862$7.99M0.16%
Renaissance Technologies LLC332,500$7.65M0.01%
Allspring Global Investments Holdings, LLC303,153$6.98M0.01%
Duality Advisers, LP205,482$4.73M0.51%
Mount Lucas Management LP163,616$3.77M1.08%
Hussman Strategic Advisors, Inc.130,000$2.99M0.66%
Trexquant Investment LP100,811$2.32M0.14%
Algebris (UK) Ltd91,557$2.11M1.05%
Qube Research & Technologies Ltd90,300$2.08M0.02%
Asio Capital, LLC89,730$2.07M0.64%
Scott & Selber, Inc.85,963$1.98M0.70%
Strategic Global Advisors, LLC80,280$1.85M0.24%
Yousif Capital Management, LLC68,455$1.58M0.02%
Aigen Investment Management, LP60,834$1.39M0.09%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH44,454$1.04M0.07%
Connectus Wealth, LLC41,473$955.0K0.04%
Disciplined Equity Management, Inc.41,505$955.0K0.92%
National Bank of Canada37,431$861.0K0.00%
Stephens Inc34,935$804.0K0.01%
Simplex Trading, LLC34,649$797.0K0.03%
Caption Management, LLC30,000$691.0K0.04%
Credit Capital Investments LLC28,273$651.0K0.63%
Avestar Capital, LLC26,697$615.0K0.11%
Strategic Wealth Advisors Group, LLC26,202$607.0K0.03%
Walleye Capital LLC26,003$599.0K0.02%
Quent Capital, LLC21,528$496.0K0.10%
Eagle Rock Investment Company, LLC20,175$464.0K0.09%
Neuberger Berman Group LLC22,442$445.0K0.00%
Laurel Wealth Advisors, Inc.17,587$405.0K0.03%
Davenport & Co LLC15,998$368.0K0.00%
Oak Thistle LLC15,835$364.0K0.28%
Verdence Capital Advisors LLC15,580$359.0K0.04%
Asahi Life Asset Management Co., Ltd.15,220$350.0K0.04%
Erste Asset Management GmbH14,414$336.7K0.01%
Private Advisor Group, LLC14,208$327.0K0.00%
Quadrature Capital Ltd13,678$315.0K0.02%
DGS Capital Management, LLC12,451$287.0K0.18%
Toroso Investments, LLC12,333$284.0K0.01%
Jefferies Group LLC12,097$278.5K0.01%
Forum Financial Management, LP10,429$240.0K0.01%
Campbell & CO Investment Adviser LLC10,150$234.0K0.08%
Employees Retirement System of Texas10,000$230.0K0.00%
Coldstream Capital Management Inc8,823$203.0K0.01%
Alterna Wealth Management, Inc8,769$202.0K0.17%
Paragon Capital Management Ltd8,064$186.0K0.03%
TD Waterhouse Canada Inc.6,930$175.0K0.00%
Horan Securities, Inc.6,566$151.0K0.09%
CWM, LLC5,921$136.0K0.00%
Retirement Planning Co of New England, Inc.5,858$134.0K0.07%
Northwest Investment Counselors, LLC5,367$124.0K0.03%
AlphaCentric Advisors LLC3,458$80.0K0.02%
Aquatic Capital Management LLC3,200$74.0K0.14%
Amplius Wealth Advisors, LLC2,767$63.0K0.01%
Ahrens Investment Partners LLC2,200$51.0K0.02%
Cornerstone Advisory, LLC1,854$42.0K0.01%
Masso Torrence Wealth Management Inc.1,653$38.0K0.03%
Avondale Wealth Management1,050$24.0K0.02%
CoreCap Advisors, LLC1,051$24.0K0.00%
Salem Investment Counselors Inc750$17.0K0.00%
EverSource Wealth Advisors, LLC502$12.0K0.00%
Umb Bank N A480$11.0K0.00%
First Community Trust NA306$7.04K0.01%
Benjamin Edwards Inc299$7.00K0.00%
Lindbrook Capital, LLC200$5.00K0.00%
Plante Moran Financial Advisors, LLC183$4.00K0.00%
Syverson Strege & Co171$4.00K0.00%
CVA Family Office, LLC180$4.00K0.00%
Citizens National Bank Trust Department166$4.00K0.00%
Chilton Capital Management LLC109$3.00K0.00%
Lenox Wealth Advisors, LLC93$2.00K0.00%
KB Financial Partners, LLC108$2.00K0.00%
Schubert & Co83$2.00K0.00%
Mystic Asset Management, Inc.103$2.00K0.00%
Column Capital Advisors, LLC24$1.00K0.00%
Capital Advisors, Ltd. LLC24$1.00K0.00%
Sierra Capital LLC60$1.00K0.00%
Surevest, LLC20$00.00%
Neo Ivy Capital Management13$00.00%
Curi Capital10$00.00%
Dark Forest Capital Management LP12$00.00%
Cassady Schiller Wealth Management, LLC18$00.00%
Covestor Ltd20$00.00%

Sold out (68)

Institutions that held Invesco Ltd. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of IVZ in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Nomura Holdings Inc2,625,430$64.5M
Basswood Capital Management, L.L.C.1,285,237$31.0M
Azora Capital LP743,531$17.9M
Balyasny Asset Management LLC644,607$15.5M
Lord, Abbett & Co. LLC464,798$11.2M
Channing Capital Management, LLC443,553$10.7M
Jupiter Asset Management Ltd316,186$7.62M
Clark Estates Inc227,000$5.47M
AMP Capital Investors Ltd172,090$4.15M
Oliver Luxxe Assets LLC76,688$1.85M
Empowered Funds, LLC68,923$1.66M
Moody National Bank Trust Division66,085$1.59M
American National Insurance Co65,960$1.59M
Prudential PLC62,848$1.51M
Wesbanco Bank Inc53,831$1.30M
Symmetry Partners, LLC40,728$1.03M
Meeder Asset Management Inc40,152$968.0K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors29,012$699.0K
Centiva Capital, LP24,637$593.0K
Ossiam24,522$591.0K
ExodusPoint Capital Management, LP23,954$578.0K
Investment Management Associates Inc23,591$569.0K
Independent Financial Group, LLC20,822$502.0K
Capula Management Ltd20,393$492.0K
Fox Run Management, L.L.C.20,334$490.0K
Contravisory Investment Management, Inc.20,166$486.0K
Independent Advisor Alliance17,451$421.0K
Bluefin Capital Management, LLC17,400$420.0K
Balentine LLC17,007$410.0K
Financial Advocates Investment Management14,529$351.0K
Sciencast Management LP10,670$257.0K
Parallax Volatility Advisers, L.P.10,495$253.0K
Cigna Investments Inc10,319$249.0K
Oppenheimer & Co Inc10,199$246.0K
IBM Retirement Fund9,405$227.0K
Bayesian Capital Management, LP9,300$224.0K
Csenge Advisory Group9,087$223.0K
Affinity Investment Advisors, LLC9,055$218.0K
Bridgefront Capital, LLC8,849$213.0K
Meritage Group LP8,685$209.0K
Greenleaf Trust8,393$202.0K
Diversified Trust Co8,378$202.0K
Arkadios Wealth Advisors6,599$159.0K
Herold Advisors, Inc.2,400$57.0K
Arlington Partners LLC1,604$39.0K
Global Retirement Partners, LLC1,325$32.0K
Gerber Kawasaki Wealth & Investment Management919$22.0K
Hanseatic Management Services Inc800$19.0K
CX Institutional779$19.0K
Central Trust Co688$17.0K
Pacitti Group Inc.509$12.0K
Kowal Investment Group, LLC505$12.0K
Allworth Financial LP459$11.0K
Jacobi Capital Management LLC410$10.0K
CNB Bank380$9.00K
Tfo-TDC, LLC140$8.00K
Atlas Private Wealth Advisors341$8.00K
Red Tortoise LLC494$7.00K
Creative Financial Designs Inc200$5.00K
Lee Financial Co202$5.00K
Liberty Wealth Management LLC126$3.00K
Globeflex Capital L P75$2.00K
Assetmark, Inc77$2.00K
Eagle Bay Advisors LLC110$2.00K
TD Ameritrade Investment Management, LLC126$1.00K
Global Trust Asset Management, LLC35$1.00K
Meridian Wealth Partners, LLC13$0
Consolidated Planning Corp1$0

Not filed for Q4 2021 yet (6)

Institutions that held Invesco Ltd. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IVZ in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Marshall Wace North America L.P.122,900$2.96M
NorthCoast Asset Management LLC37,313$900.0K
World Asset Management Inc13,250$319.0K
Berman Capital Advisors, LLC6,175$148.0K
BBVA USA4,738$114.0K
Wealth Quarterback LLC37$1.00K