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 |
|---|---|---|---|---|---|
| Erste Asset Management GmbH | 14,414 | $336.7K | 0.01% | +14,414 | New |
| Johnson Investment Counsel Inc | 14,666 | $338.0K | 0.00% | −161−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 14,667 | $338.0K | 0.01% | +91+0.6% | Added |
| Sigma Planning Corp | 14,789 | $340.0K | 0.01% | −11−0.1% | Reduced |
| Carret Asset Management, LLC | 14,800 | $341.0K | 0.04% | −335−2.2% | Reduced |
| M&T Bank Corp | 14,816 | $341.0K | 0.00% | −202−1.3% | Reduced |
| Captrust Financial Advisors | 14,933 | $344.0K | 0.00% | +2,258+17.8% | Added |
| Savant Capital, LLC | 15,005 | $345.0K | 0.01% | +755+5.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 15,220 | $350.0K | 0.04% | +15,220 | New |
| Brewin Dolphin Ltd | 15,227 | $351.0K | 0.02% | −23,890−61.1% | Reduced |
| Wealth Management Associates, Inc. | 15,365 | $353.7K | 0.19% | 00.0% | Unchanged |
| ARGA Investment Management, LP | 15,407 | $354.7K | 0.02% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 15,580 | $359.0K | 0.04% | +15,580 | New |
| Dorsey & Whitney Trust CO LLC | 15,687 | $361.0K | 0.03% | −819−5.0% | Reduced |
| Purus Wealth Management, LLC | 15,824 | $364.0K | 0.23% | +118+0.8% | Added |
| Oak Thistle LLC | 15,835 | $364.0K | 0.28% | +15,835 | New |
| Meridian Wealth Advisors, LLC | 15,875 | $365.0K | 0.09% | 00.0% | Unchanged |
| Davenport & Co LLC | 15,998 | $368.0K | 0.00% | +15,998 | New |
| Beacon Investment Advisory Services, Inc. | 16,089 | $370.0K | 0.01% | +10.0% | Added |
| First Midwest Bank Trust Division | 16,215 | $373.0K | 0.05% | −170−1.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,305 | $375.0K | 0.03% | −2,240−12.1% | Reduced |
| Unison Advisors LLC | 16,594 | $382.0K | 0.09% | +112+0.7% | Added |
| Visionary Wealth Advisors | 17,000 | $391.0K | 0.03% | +900+5.6% | Added |
| Wolverine Trading, LLC | 16,895 | $392.0K | 0.01% | +8,083+91.7% | Added |
| Quantinno Capital Management LP | 17,052 | $393.0K | 0.07% | −7,430−30.3% | Reduced |
| Winfield Associates, Inc. | 17,095 | $394.0K | 0.13% | −525−3.0% | Reduced |
| MML Investors Services, LLC | 17,380 | $400.0K | 0.00% | +1,002+6.1% | Added |
| Proffitt & Goodson Inc | 17,498 | $403.0K | 0.07% | −4,407−20.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 17,587 | $405.0K | 0.03% | +17,587 | New |
| Corient Capital Partners, LLC | 17,912 | $413.0K | 0.03% | −134−0.7% | Reduced |
| William Blair Investment Management, LLC | 18,531 | $427.0K | 0.00% | +7,909+74.5% | Added |
| Polar Asset Management Partners Inc. | 18,586 | $428.0K | 0.01% | −22,944−55.2% | Reduced |
| MUFG Americas Holdings Corp | 18,632 | $429.0K | 0.01% | −38,560−67.4% | Reduced |
| Kestra Private Wealth Services, LLC | 18,683 | $430.0K | 0.02% | +1,197+6.8% | Added |
| Pearl River Capital, LLC | 19,234 | $443.0K | 0.12% | +696+3.8% | Added |
| Neuberger Berman Group LLC | 22,442 | $445.0K | 0.00% | +22,442 | New |
| Nordea Investment Management AB | 19,443 | $451.0K | 0.00% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 20,175 | $464.0K | 0.09% | +20,175 | New |
| Westpac Banking Corp | 20,291 | $467.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20,575 | $473.0K | 0.00% | −16,999−45.2% | Reduced |
| Golden State Wealth Management, LLC | 20,699 | $476.0K | 0.08% | +199+1.0% | Added |
| New Mexico Educational Retirement Board | 20,814 | $479.0K | 0.02% | −3,900−15.8% | Reduced |
| Daiwa Securities Group Inc. | 20,971 | $483.0K | 0.00% | +618+3.0% | Added |
| Kentucky Retirement Systems | 20,961 | $483.0K | 0.02% | +1,270+6.4% | Added |
| Clear Street Markets LLC | 21,036 | $484.0K | 0.04% | +4,636+28.3% | Added |
| Louisiana State Employees Retirement System | 21,400 | $493.0K | 0.01% | +100+0.5% | Added |
| LSV Asset Management | 21,500 | $495.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 21,528 | $496.0K | 0.10% | +21,528 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,701 | $499.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 21,801 | $502.0K | 0.01% | −4,045−15.7% | Reduced |
| Cetera Investment Advisers | 21,999 | $506.0K | 0.01% | −1,252−5.4% | Reduced |
| Jane Street Group, LLC | 22,062 | $508.0K | 0.00% | −35,140−61.4% | Reduced |
| Xponance, Inc. | 22,060 | $508.0K | 0.01% | +4,434+25.2% | Added |
| Baldrige Asset Management LLC | 22,129 | $509.0K | 0.20% | −1,167−5.0% | Reduced |
| Harbour Investments, Inc. | 22,343 | $514.0K | 0.03% | −4,229−15.9% | Reduced |
| KBC Group NV | 23,527 | $542.0K | 0.00% | −42,171−64.2% | Reduced |
| Rockefeller Capital Management L.P. | 23,565 | $542.0K | 0.00% | −2,171−8.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 23,722 | $546.0K | 0.01% | +252+1.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 23,952 | $551.0K | 0.00% | +806+3.5% | Added |
| Oppenheimer Asset Management Inc. | 24,025 | $553.0K | 0.01% | −14,850−38.2% | Reduced |
| Equitable Holdings, Inc. | 24,160 | $556.0K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 24,286 | $559.0K | 0.04% | +7,196+42.1% | Added |
| Seeyond | 24,988 | $575.0K | 0.05% | −223−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 25,168 | $579.0K | 0.03% | +6,058+31.7% | Added |
| Blueshift Asset Management, LLC | 25,236 | $581.0K | 0.05% | −411,219−94.2% | Reduced |
| Maryland State Retirement & Pension System | 25,411 | $585.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 25,476 | $586.0K | 0.00% | −2,326−8.4% | Reduced |
| Aviva PLC | 25,691 | $591.0K | 0.00% | −33,404−56.5% | Reduced |
| Cetera Advisors LLC | 25,692 | $591.0K | 0.01% | −16,833−39.6% | Reduced |
| Elo Mutual Pension Insurance Co | 25,739 | $593.0K | 0.02% | +1,638+6.8% | Added |
| Walleye Capital LLC | 26,003 | $599.0K | 0.02% | +26,003 | New |
| Strategic Wealth Advisors Group, LLC | 26,202 | $607.0K | 0.03% | +26,202 | New |
| Avestar Capital, LLC | 26,697 | $615.0K | 0.11% | +26,697 | New |
| Element Wealth, LLC | 26,750 | $616.0K | 0.47% | +81+0.3% | Added |
| US Bancorp | 27,100 | $625.0K | 0.00% | −12,011−30.7% | Reduced |
| ARGI Investment Services, LLC | 27,559 | $634.0K | 0.02% | −3,667−11.7% | Reduced |
| Securian Asset Management, Inc | 28,177 | $649.0K | 0.01% | −311−1.1% | Reduced |
| Credit Capital Investments LLC | 28,273 | $651.0K | 0.63% | +28,273 | New |
| Cetera Advisor Networks LLC | 28,641 | $659.0K | 0.01% | −333−1.1% | Reduced |
| Caption Management, LLC | 30,000 | $691.0K | 0.04% | +30,000 | New |
| Hilltop Holdings Inc. | 30,407 | $700.0K | 0.07% | +1,844+6.5% | Added |
| Mariner, LLC | 31,573 | $727.0K | 0.00% | −2,794−8.1% | Reduced |
| Capitolis Advisors LLC | 32,812 | $755.0K | 0.00% | −30,461−48.1% | Reduced |
| Investors Research Corp | 33,075 | $761.0K | 0.23% | −500−1.5% | Reduced |
| Caz Investments LP | 33,200 | $764.0K | 1.36% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 33,590 | $773.0K | 0.23% | +3,250+10.7% | Added |
| Vontobel Holding Ltd. | 33,397 | $775.0K | 0.01% | −4,761−12.5% | Reduced |
| Old National Bancorp | 33,739 | $777.0K | 0.03% | −4,772−12.4% | Reduced |
| Cresset Asset Management, LLC | 34,517 | $795.0K | 0.01% | −28,595−45.3% | Reduced |
| Public Employees Retirement Association of Colorado | 34,624 | $797.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 34,649 | $797.0K | 0.03% | +34,649 | New |
| Hartford Investment Management Co | 34,678 | $798.0K | 0.02% | +2,579+8.0% | Added |
| Magnetar Financial LLC | 34,887 | $803.0K | 0.01% | −3,854−9.9% | Reduced |
| Stephens Inc | 34,935 | $804.0K | 0.01% | +34,935 | New |
| Mercer Global Advisors Inc | 35,046 | $807.0K | 0.00% | −294−0.8% | Reduced |
| People's United Financial, Inc. | 35,285 | $812.0K | 0.02% | −73,620−67.6% | Reduced |
| Portland Investment Counsel Inc. | 35,983 | $828.0K | 0.36% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 36,030 | $829.0K | 0.02% | −24,542−40.5% | Reduced |
| Tower Research Capital LLC (TRC) | 36,231 | $834.0K | 0.01% | +2,639+7.9% | Added |
| National Bank of Canada | 37,431 | $861.0K | 0.00% | +37,431 | New |