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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 81,116 | $1.87M | 0.01% | −103,020−55.9% | Reduced |
| Strategic Global Advisors, LLC | 80,280 | $1.85M | 0.24% | +80,280 | New |
| Capstone Investment Advisors, LLC | 80,093 | $1.84M | 0.03% | +40,969+104.7% | Added |
| AGF Investments America Inc. | 78,680 | $1.81M | 0.35% | +1,873+2.4% | Added |
| SEI Investments Co | 77,745 | $1.79M | 0.00% | −45,572−37.0% | Reduced |
| Highland Capital Management, LLC | 76,305 | $1.76M | 0.10% | +1,500+2.0% | Added |
| Aviance Capital Partners, LLC | 75,533 | $1.74M | 0.29% | −11,157−12.9% | Reduced |
| MetLife Investment Management | 75,405 | $1.74M | 0.01% | −1,709−2.2% | Reduced |
| Acadian Asset Management LLC | 74,421 | $1.71M | 0.01% | −128,366−63.3% | Reduced |
| Commonwealth Equity Services, LLC | 73,662 | $1.70M | 0.00% | +5,699+8.4% | Added |
| CIBC World Markets Corp | 73,544 | $1.69M | 0.01% | −16,654−18.5% | Reduced |
| Mork Capital Management, LLC | 73,400 | $1.69M | 1.14% | 00.0% | Unchanged |
| Eaton Vance Management | 73,168 | $1.68M | 0.00% | +452+0.6% | Added |
| Wellington Management Group LLP | 69,300 | $1.59M | 0.00% | +19,255+38.5% | Added |
| Paloma Partners Management Co | 69,104 | $1.59M | 0.05% | +19,608+39.6% | Added |
| DnB Asset Management AS | 68,934 | $1.59M | 0.01% | −36,364−34.5% | Reduced |
| Handelsbanken Fonder AB | 68,800 | $1.58M | 0.01% | −8,400−10.9% | Reduced |
| Yousif Capital Management, LLC | 68,455 | $1.58M | 0.02% | +68,455 | New |
| The PNC Financial Services Group, Inc. | 65,534 | $1.51M | 0.00% | +861+1.3% | Added |
| HighTower Advisors, LLC | 64,933 | $1.50M | 0.00% | −122,174−65.3% | Reduced |
| Point72 Hong Kong Ltd | 64,613 | $1.49M | 0.13% | −33,016−33.8% | Reduced |
| Blair William & Co | 61,561 | $1.42M | 0.00% | −224−0.4% | Reduced |
| British Columbia Investment Management Corp | 60,828 | $1.40M | 0.01% | −3,118−4.9% | Reduced |
| Kestra Advisory Services, LLC | 60,462 | $1.39M | 0.01% | −1,451−2.3% | Reduced |
| Utah Retirement Systems | 60,478 | $1.39M | 0.02% | +100+0.2% | Added |
| Aigen Investment Management, LP | 60,834 | $1.39M | 0.09% | +60,834 | New |
| Gulf International Bank (UK) Ltd | 60,175 | $1.39M | 0.02% | 00.0% | Unchanged |
| Polianta Ltd | 57,100 | $1.31M | 0.57% | +6,800+13.5% | Added |
| Public Sector Pension Investment Board | 56,945 | $1.31M | 0.01% | −650−1.1% | Reduced |
| Ergoteles LLC | 56,851 | $1.31M | 0.05% | −244,905−81.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 54,500 | $1.25M | 0.00% | +30,410+126.2% | Added |
| IFM Investors Pty Ltd | 54,480 | $1.25M | 0.02% | −170.0% | Reduced |
| True Link Financial Advisors, LLC | 21,418 | $1.25M | 0.17% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 53,305 | $1.23M | 0.01% | −5,103−8.7% | Reduced |
| Citadel Advisors LLC | 52,310 | $1.20M | 0.00% | −305,130−85.4% | Reduced |
| DekaBank Deutsche Girozentrale | 50,718 | $1.18M | 0.00% | −14,912−22.7% | Reduced |
| Harvest Investment Services, LLC | 51,258 | $1.18M | 0.50% | +8,305+19.3% | Added |
| Hourglass Capital, LLC | 50,450 | $1.16M | 0.39% | 00.0% | Unchanged |
| RBF Capital, LLC | 50,000 | $1.15M | 0.07% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 49,401 | $1.14M | 0.01% | −2,995−5.7% | Reduced |
| Janney Montgomery Scott LLC | 48,575 | $1.12M | 0.00% | −36,962−43.2% | Reduced |
| Prospector Partners LLC | 48,450 | $1.11M | 0.13% | +800+1.7% | Added |
| Texas Permanent School Fund | 47,075 | $1.08M | 0.01% | −5,673−10.8% | Reduced |
| Wealthcare Advisory Partners LLC | 45,920 | $1.06M | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 45,475 | $1.05M | 0.01% | −9,086−16.7% | Reduced |
| MD Financial Management Inc. | 45,097 | $1.04M | 0.03% | −8,583−16.0% | Reduced |
| Mutual of America Capital Management LLC | 45,065 | $1.04M | 0.01% | +216+0.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 44,454 | $1.04M | 0.07% | +44,454 | New |
| Vestcor Inc | 44,966 | $1.03M | 0.04% | +39,847+778.4% | Added |
| Advisor Partners LLC | 44,809 | $1.03M | 0.06% | +4,889+12.2% | Added |
| ING Groep NV | 44,545 | $1.02M | 0.01% | +15,880+55.4% | Added |
| Estate Counselors, LLC | 44,472 | $1.02M | 0.12% | +827+1.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 42,838 | $986.0K | 0.01% | +51+0.1% | Added |
| Comerica Bank | 45,694 | $975.0K | 0.01% | −1,553−3.3% | Reduced |
| Connectus Wealth, LLC | 41,473 | $955.0K | 0.04% | +41,473 | New |
| Disciplined Equity Management, Inc. | 41,505 | $955.0K | 0.92% | +41,505 | New |
| Glenmede Trust Co NA | 41,555 | $954.0K | 0.00% | −331−0.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 40,899 | $941.0K | 0.00% | −15,027−26.9% | Reduced |
| IFG Advisory, LLC | 40,073 | $922.0K | 0.09% | −4,969−11.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 39,711 | $913.0K | 0.00% | −1,251−3.1% | Reduced |
| PEAK6 Investments LLC | 39,638 | $912.0K | 0.03% | −14,207−26.4% | Reduced |
| Nissay Asset Management Corp | 38,987 | $897.0K | 0.01% | −1,495−3.7% | Reduced |
| Trilogy Capital Inc. | 38,962 | $897.0K | 0.07% | +1,790+4.8% | Added |
| United Capital Financial Advisers, LLC | 38,892 | $895.0K | 0.00% | −4,760−10.9% | Reduced |
| Metropolitan Life Insurance Co | 38,852 | $894.4K | 0.01% | −1,145−2.9% | Reduced |
| Gsa Capital Partners LLP | 38,849 | $894.0K | 0.11% | +19,038+96.1% | Added |
| Horizon Investments, LLC | 38,521 | $887.0K | 0.03% | +2,124+5.8% | Added |
| CIBC Asset Management Inc | 38,050 | $876.0K | 0.00% | +647+1.7% | Added |
| National Bank of Canada | 37,431 | $861.0K | 0.00% | +37,431 | New |
| Tower Research Capital LLC (TRC) | 36,231 | $834.0K | 0.01% | +2,639+7.9% | Added |
| Crossmark Global Holdings, Inc. | 36,030 | $829.0K | 0.02% | −24,542−40.5% | Reduced |
| Portland Investment Counsel Inc. | 35,983 | $828.0K | 0.36% | 00.0% | Unchanged |
| People's United Financial, Inc. | 35,285 | $812.0K | 0.02% | −73,620−67.6% | Reduced |
| Mercer Global Advisors Inc | 35,046 | $807.0K | 0.00% | −294−0.8% | Reduced |
| Stephens Inc | 34,935 | $804.0K | 0.01% | +34,935 | New |
| Magnetar Financial LLC | 34,887 | $803.0K | 0.01% | −3,854−9.9% | Reduced |
| Hartford Investment Management Co | 34,678 | $798.0K | 0.02% | +2,579+8.0% | Added |
| 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 |
| Cresset Asset Management, LLC | 34,517 | $795.0K | 0.01% | −28,595−45.3% | Reduced |
| Old National Bancorp | 33,739 | $777.0K | 0.03% | −4,772−12.4% | Reduced |
| Vontobel Holding Ltd. | 33,397 | $775.0K | 0.01% | −4,761−12.5% | Reduced |
| Buckley Wealth Management, LLC | 33,590 | $773.0K | 0.23% | +3,250+10.7% | Added |
| Caz Investments LP | 33,200 | $764.0K | 1.36% | 00.0% | Unchanged |
| Investors Research Corp | 33,075 | $761.0K | 0.23% | −500−1.5% | Reduced |
| Capitolis Advisors LLC | 32,812 | $755.0K | 0.00% | −30,461−48.1% | Reduced |
| Mariner, LLC | 31,573 | $727.0K | 0.00% | −2,794−8.1% | Reduced |
| Hilltop Holdings Inc. | 30,407 | $700.0K | 0.07% | +1,844+6.5% | Added |
| Caption Management, LLC | 30,000 | $691.0K | 0.04% | +30,000 | New |
| Cetera Advisor Networks LLC | 28,641 | $659.0K | 0.01% | −333−1.1% | Reduced |
| Credit Capital Investments LLC | 28,273 | $651.0K | 0.63% | +28,273 | New |
| Securian Asset Management, Inc | 28,177 | $649.0K | 0.01% | −311−1.1% | Reduced |
| ARGI Investment Services, LLC | 27,559 | $634.0K | 0.02% | −3,667−11.7% | Reduced |
| US Bancorp | 27,100 | $625.0K | 0.00% | −12,011−30.7% | Reduced |
| Element Wealth, LLC | 26,750 | $616.0K | 0.47% | +81+0.3% | Added |
| Avestar Capital, LLC | 26,697 | $615.0K | 0.11% | +26,697 | New |
| Strategic Wealth Advisors Group, LLC | 26,202 | $607.0K | 0.03% | +26,202 | New |
| Walleye Capital LLC | 26,003 | $599.0K | 0.02% | +26,003 | New |
| Elo Mutual Pension Insurance Co | 25,739 | $593.0K | 0.02% | +1,638+6.8% | Added |
| Aviva PLC | 25,691 | $591.0K | 0.00% | −33,404−56.5% | Reduced |