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, Q4 2021
Institutional positions in Invesco Ltd. as of Dec 31, 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
- 568
- +16 vs. Q3 2021
- Shares held
- 303.9M
- +7.28M (+2.5%) vs. Q3 2021
- Total value
- $7.14B
- −$88.0M (−1.2%) vs. Q3 2021
- New holders
- 84
- 188 more added
- Sold out
- 68
- 211 more reduced
6 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carroll Financial Associates, Inc. | 21 | $0 | 0.00% | −30−58.8% | Reduced |
| Advocacy Wealth Management Services, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 9 | $0 | 0.00% | +4+80.0% | Added |
| Prestige Wealth Management Group LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 20 | $0 | 0.00% | +20 | New |
| Neo Ivy Capital Management | 13 | $0 | 0.00% | +13 | New |
| Curi Capital | 10 | $0 | 0.00% | +10 | New |
| Dark Forest Capital Management LP | 12 | $0 | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 18 | $0 | 0.00% | +18 | New |
| Covestor Ltd | 20 | $0 | 0.00% | +20 | New |
| WestEnd Advisors, LLC | 4 | $92 | 0.00% | – | – |
| Raffa Wealth Management, LLC | 34 | $783 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 39 | $1.00K | 0.00% | +1+2.6% | Added |
| Carolinas Wealth Consulting LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | +24 | New |
| Sierra Capital LLC | 60 | $1.00K | 0.00% | +60 | New |
| MV Capital Management, Inc. | 71 | $2.00K | 0.00% | −56−44.1% | Reduced |
| Brown Brothers Harriman & Co | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 93 | $2.00K | 0.00% | +93 | New |
| KB Financial Partners, LLC | 108 | $2.00K | 0.00% | +108 | New |
| Schubert & Co | 83 | $2.00K | 0.00% | +83 | New |
| Mystic Asset Management, Inc. | 103 | $2.00K | 0.00% | +103 | New |
| Massmutual Trust Co FSB | 115 | $3.00K | 0.00% | −89−43.6% | Reduced |
| Chilton Capital Management LLC | 109 | $3.00K | 0.00% | +109 | New |
| Earnest Partners LLC | 187 | $4.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 183 | $4.00K | 0.00% | +13+7.6% | Added |
| Plante Moran Financial Advisors, LLC | 183 | $4.00K | 0.00% | +183 | New |
| Syverson Strege & Co | 171 | $4.00K | 0.00% | +171 | New |
| CVA Family Office, LLC | 180 | $4.00K | 0.00% | +180 | New |
| Citizens National Bank Trust Department | 166 | $4.00K | 0.00% | +166 | New |
| Farmers & Merchants Investments Inc | 214 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 215 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 218 | $5.00K | 0.00% | +145+198.6% | Added |
| Lindbrook Capital, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Heritage Wealth Advisors | 245 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 287 | $7.00K | 0.00% | +148+106.5% | Added |
| Benjamin Edwards Inc | 299 | $7.00K | 0.00% | +299 | New |
| First Community Trust NA | 306 | $7.04K | 0.01% | +306 | New |
| Lazard Asset Management LLC | 350 | $8.00K | 0.00% | −499−58.8% | Reduced |
| Atticus Wealth Management, LLC | 368 | $8.00K | 0.00% | −27−6.8% | Reduced |
| Smith Group Asset Management, LLC | 406 | $9.00K | 0.00% | −318−43.9% | Reduced |
| Pflug Koory, LLC | 450 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 494 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 459 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 480 | $11.0K | 0.00% | +20+4.3% | Added |
| First Bank & Trust | 467 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 470 | $11.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 480 | $11.0K | 0.00% | +480 | New |
| EverSource Wealth Advisors, LLC | 502 | $12.0K | 0.00% | +502 | New |
| Zions Bancorporation, N.A. | 544 | $13.0K | 0.00% | +140+34.7% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $14.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 602 | $14.0K | 0.00% | +102+20.4% | Added |
| JJJ Advisors Inc. | 673 | $15.0K | 0.00% | −631−48.4% | Reduced |
| Tarbox Family Office, Inc. | 667 | $15.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 668 | $15.0K | 0.00% | +1+0.1% | Added |
| Gables Capital Management Inc. | 734 | $17.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 724 | $17.0K | 0.00% | +124+20.7% | Added |
| Salem Investment Counselors Inc | 750 | $17.0K | 0.00% | +750 | New |
| NEXT Financial Group, Inc | 790 | $18.0K | 0.00% | −16,399−95.4% | Reduced |
| Whittier Trust Co | 763 | $18.0K | 0.00% | −105−12.1% | Reduced |
| American Portfolios Advisors | 813 | $18.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 844 | $19.0K | 0.01% | −2,488−74.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 825 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 815 | $19.0K | 0.01% | +79+10.7% | Added |
| Caldwell Trust Co | 847 | $19.5K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 887 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 970 | $22.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $23.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,038 | $24.0K | 0.01% | +1+0.1% | Added |
| Old North State Trust, LLC | 1,040 | $24.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,050 | $24.0K | 0.02% | +1,050 | New |
| CoreCap Advisors, LLC | 1,051 | $24.0K | 0.00% | +1,051 | New |
| McIlrath & Eck, LLC | 1,280 | $29.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,270 | $29.0K | 0.01% | +9+0.7% | Added |
| MCF Advisors LLC | 1,252 | $29.0K | 0.62% | +515+69.9% | Added |
| Professional Financial Advisors, LLC | 1,331 | $31.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,339 | $31.0K | 0.00% | +682+103.8% | Added |
| Masso Torrence Wealth Management Inc. | 1,653 | $38.0K | 0.03% | +1,653 | New |
| Asset Dedication, LLC | 1,700 | $39.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $39.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,854 | $42.0K | 0.01% | +1,854 | New |
| Concord Wealth Partners | 1,953 | $45.0K | 0.01% | +841+75.6% | Added |
| Sandy Spring Bank | 2,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,997 | $46.0K | 0.01% | +169+9.2% | Added |
| DuPont Capital Management Corp | 2,021 | $47.0K | 0.00% | −1,559−43.5% | Reduced |
| Howe & Rusling Inc | 2,056 | $47.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2,200 | $51.0K | 0.02% | +2,200 | New |