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 |
|---|---|---|---|---|---|
| Private Capital Group, LLC | 2,262 | $52.0K | 0.01% | −32−1.4% | Reduced |
| Silvant Capital Management LLC | 2,649 | $61.0K | 0.01% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,767 | $63.0K | 0.01% | +2,767 | New |
| AdvisorNet Financial, Inc | 2,845 | $65.0K | 0.00% | +1,232+76.4% | Added |
| First Horizon Advisors, Inc. | 2,873 | $66.0K | 0.00% | −417−12.7% | Reduced |
| TCI Wealth Advisors, Inc. | 3,004 | $69.0K | 0.01% | −288−8.7% | Reduced |
| Ellevest, Inc. | 3,060 | $70.0K | 0.01% | +1,476+93.2% | Added |
| Aquatic Capital Management LLC | 3,200 | $74.0K | 0.14% | +3,200 | New |
| Sentry Investment Management LLC | 3,246 | $75.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,364 | $77.4K | 0.00% | −1,647−32.9% | Reduced |
| Longfellow Investment Management Co LLC | 3,430 | $79.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 3,425 | $79.0K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 3,458 | $80.0K | 0.02% | +3,458 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,373 | $101.0K | 0.02% | −4,693−51.8% | Reduced |
| Ameritas Investment Partners, Inc. | 4,598 | $106.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,612 | $106.0K | 0.00% | +2,799+154.4% | Added |
| Deseret Mutual Benefit Administrators | 4,861 | $112.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 4,975 | $114.0K | 0.01% | −12,887−72.1% | Reduced |
| First National Bank of South Miami | 5,319 | $122.0K | 0.07% | +1,204+29.3% | Added |
| Snowden Capital Advisors LLC | 5,351 | $123.0K | 0.01% | −5,103−48.8% | Reduced |
| Caas Capital Management LP | 5,387 | $124.0K | 0.01% | −24,613−82.0% | Reduced |
| Northwest Investment Counselors, LLC | 5,367 | $124.0K | 0.03% | +5,367 | New |
| Parallel Advisors, LLC | 5,513 | $127.0K | 0.00% | +2,178+65.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,617 | $129.0K | 0.00% | +740+15.2% | Added |
| Huntington National Bank | 5,665 | $130.0K | 0.00% | +2,947+108.4% | Added |
| Optimum Investment Advisors | 5,800 | $134.0K | 0.05% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 5,858 | $134.0K | 0.07% | +5,858 | New |
| CWM, LLC | 5,921 | $136.0K | 0.00% | +5,921 | New |
| Geneos Wealth Management Inc. | 6,256 | $144.0K | 0.01% | +46+0.7% | Added |
| Horan Securities, Inc. | 6,566 | $151.0K | 0.09% | +6,566 | New |
| Altshuler Shaham Ltd | 6,624 | $152.0K | 0.00% | +2,159+48.4% | Added |
| Harvest Fund Management Co., Ltd | 6,580 | $152.0K | 0.03% | +3,302+100.7% | Added |
| Fieldpoint Private Securities, LLC | 7,197 | $166.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,504 | $173.0K | 0.01% | −20,500−73.2% | Reduced |
| TD Waterhouse Canada Inc. | 6,930 | $175.0K | 0.00% | +6,930 | New |
| Fifth Third Bancorp | 7,943 | $183.0K | 0.00% | −281−3.4% | Reduced |
| Paragon Capital Management Ltd | 8,064 | $186.0K | 0.03% | +8,064 | New |
| Carolina Wealth Advisors, LLC | 8,622 | $198.0K | 0.11% | +1,948+29.2% | Added |
| Fukoku Mutual Life Insurance Co | 8,630 | $199.0K | 0.01% | +320+3.9% | Added |
| Alphasimplex Group, LLC | 8,738 | $201.0K | 0.34% | −15,696−64.2% | Reduced |
| Alterna Wealth Management, Inc | 8,769 | $202.0K | 0.17% | +8,769 | New |
| Creative Planning | 8,821 | $203.0K | 0.00% | −997−10.2% | Reduced |
| Coldstream Capital Management Inc | 8,823 | $203.0K | 0.01% | +8,823 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 9,179 | $211.0K | 0.02% | +378+4.3% | Added |
| Balasa Dinverno & Foltz LLC | 9,243 | $213.0K | 0.01% | +498+5.7% | Added |
| JustInvest LLC | 9,438 | $217.0K | 0.01% | −52−0.5% | Reduced |
| Twin Tree Management, LP | 9,472 | $218.0K | 0.01% | −10,845−53.4% | Reduced |
| Keybank National Association | 9,659 | $222.0K | 0.00% | −996−9.3% | Reduced |
| Federated Hermes, Inc. | 9,673 | $223.0K | 0.00% | +646+7.2% | Added |
| Ieq Capital, LLC | 9,792 | $225.0K | 0.01% | −47−0.5% | Reduced |
| Capital Investment Advisory Services, LLC | 9,809 | $226.0K | 0.03% | +40.0% | Added |
| Redpoint Investment Management Pty Ltd | 9,954 | $229.0K | 0.02% | −696−6.5% | Reduced |
| Employees Retirement System of Texas | 10,000 | $230.0K | 0.00% | +10,000 | New |
| IFP Advisors, Inc | 10,034 | $232.0K | 0.00% | −1,003−9.1% | Reduced |
| Tennessee Valley Asset Management Partners | 10,176 | $234.0K | 0.08% | −271−2.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,150 | $234.0K | 0.08% | +10,150 | New |
| Synovus Financial Corp | 10,268 | $236.0K | 0.00% | +13+0.1% | Added |
| Grove Bank & Trust | 10,267 | $236.0K | 0.05% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 10,315 | $237.0K | 0.08% | −80−0.8% | Reduced |
| Belpointe Asset Management LLC | 10,313 | $238.0K | 0.01% | −171−1.6% | Reduced |
| Mackenzie Financial Corp | 10,360 | $238.0K | 0.00% | +1,334+14.8% | Added |
| Forum Financial Management, LP | 10,429 | $240.0K | 0.01% | +10,429 | New |
| Advisors Asset Management, Inc. | 10,429 | $240.1K | 0.00% | −1,847−15.0% | Reduced |
| Pitcairn Co | 10,470 | $241.0K | 0.02% | −94−0.9% | Reduced |
| HRT Financial LP | 10,529 | $242.0K | 0.00% | −138,701−92.9% | Reduced |
| Keystone Financial Group | 10,541 | $243.0K | 0.04% | +24+0.2% | Added |
| Fayez Sarofim & Co | 10,691 | $246.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 10,797 | $249.0K | 0.00% | −2,115−16.4% | Reduced |
| Commerce Bank | 10,959 | $252.0K | 0.00% | −921−7.8% | Reduced |
| Change Path, LLC | 11,134 | $256.0K | 0.01% | +2,289+25.9% | Added |
| Walleye Trading LLC | 11,303 | $260.0K | 0.00% | −18,258−61.8% | Reduced |
| FDx Advisors, Inc. | 11,312 | $260.0K | 0.01% | −1,248−9.9% | Reduced |
| Vident Investment Advisory, LLC | 11,396 | $262.0K | 0.01% | +1,665+17.1% | Added |
| Norinchukin Bank, The | 11,464 | $264.0K | 0.00% | −190−1.6% | Reduced |
| Leonteq Securities AG | 11,634 | $267.8K | 0.01% | +5,591+92.5% | Added |
| Investors Asset Management of Georgia Inc | 11,764 | $271.0K | 0.13% | +1,157+10.9% | Added |
| Signaturefd, LLC | 11,856 | $273.0K | 0.01% | +236+2.0% | Added |
| Virtu Financial LLC | 12,080 | $278.0K | 0.03% | −19,020−61.2% | Reduced |
| Jefferies Group LLC | 12,097 | $278.5K | 0.01% | +12,097 | New |
| Bessemer Group Inc | 12,232 | $281.0K | 0.00% | +3,047+33.2% | Added |
| Echo Street Capital Management LLC | 12,303 | $283.0K | 0.00% | −30,536−71.3% | Reduced |
| Toroso Investments, LLC | 12,333 | $284.0K | 0.01% | +12,333 | New |
| Fulton Bank, N.A. | 12,409 | $286.0K | 0.01% | +371+3.1% | Added |
| DGS Capital Management, LLC | 12,451 | $287.0K | 0.18% | +12,451 | New |
| Harfst & Associates, Inc. | 12,569 | $289.0K | 0.07% | +279+2.3% | Added |
| Jump Financial, LLC | 12,627 | $291.0K | 0.02% | +1,127+9.8% | Added |
| Sowell Financial Services LLC | 12,705 | $292.0K | 0.02% | +2,128+20.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,726 | $293.0K | 0.02% | −24−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 13,051 | $300.0K | 0.00% | −262,702−95.3% | Reduced |
| LVZ Advisors, Inc. | 13,404 | $309.0K | 0.04% | +1,016+8.2% | Added |
| Natixis Advisors, L.P. | 13,703 | $315.0K | 0.00% | −6,072−30.7% | Reduced |
| Park Avenue Securities LLC | 13,671 | $315.0K | 0.01% | +1,215+9.8% | Added |
| Quadrature Capital Ltd | 13,678 | $315.0K | 0.02% | +13,678 | New |
| Pathstone Family Office, LLC | 13,756 | $316.0K | 0.01% | −1,448−9.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 13,845 | $319.0K | 0.08% | −3,283−19.2% | Reduced |
| Private Advisor Group, LLC | 14,208 | $327.0K | 0.00% | +14,208 | New |
| Lombard Odier Asset Management (Switzerland) SA | 14,274 | $329.0K | 0.02% | −8,410−37.1% | Reduced |
| Morningstar Investment Services LLC | 14,429 | $332.0K | 0.00% | +1,030+7.7% | Added |
| Novare Capital Management LLC | 14,500 | $334.0K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 14,560 | $335.0K | 0.13% | +105+0.7% | Added |