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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 0 | $0 | 0.00% | −10,319−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −10,199−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −9,405−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −9,087−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −9,055−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −8,849−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −8,685−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −8,393−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −8,378−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −6,599−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −1,604−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −779−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| NorthCoast Asset Management LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |