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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 25,692 | $591.0K | 0.01% | −16,833−39.6% | Reduced |
| SG Americas Securities, LLC | 25,476 | $586.0K | 0.00% | −2,326−8.4% | Reduced |
| Maryland State Retirement & Pension System | 25,411 | $585.0K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 25,236 | $581.0K | 0.05% | −411,219−94.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 25,168 | $579.0K | 0.03% | +6,058+31.7% | Added |
| Seeyond | 24,988 | $575.0K | 0.05% | −223−0.9% | Reduced |
| Ethic Inc. | 24,286 | $559.0K | 0.04% | +7,196+42.1% | Added |
| Equitable Holdings, Inc. | 24,160 | $556.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 24,025 | $553.0K | 0.01% | −14,850−38.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 23,952 | $551.0K | 0.00% | +806+3.5% | Added |
| Meiji Yasuda Life Insurance Co | 23,722 | $546.0K | 0.01% | +252+1.1% | Added |
| 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 |
| Harbour Investments, Inc. | 22,343 | $514.0K | 0.03% | −4,229−15.9% | Reduced |
| Baldrige Asset Management LLC | 22,129 | $509.0K | 0.20% | −1,167−5.0% | 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 |
| Cetera Investment Advisers | 21,999 | $506.0K | 0.01% | −1,252−5.4% | Reduced |
| Stratos Wealth Partners, LTD. | 21,801 | $502.0K | 0.01% | −4,045−15.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,701 | $499.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 21,528 | $496.0K | 0.10% | +21,528 | New |
| LSV Asset Management | 21,500 | $495.0K | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 21,400 | $493.0K | 0.01% | +100+0.5% | Added |
| Clear Street Markets LLC | 21,036 | $484.0K | 0.04% | +4,636+28.3% | Added |
| 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 |
| New Mexico Educational Retirement Board | 20,814 | $479.0K | 0.02% | −3,900−15.8% | Reduced |
| Golden State Wealth Management, LLC | 20,699 | $476.0K | 0.08% | +199+1.0% | Added |
| CIBC Private Wealth Group, LLC | 20,575 | $473.0K | 0.00% | −16,999−45.2% | Reduced |
| Westpac Banking Corp | 20,291 | $467.1K | 0.00% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 20,175 | $464.0K | 0.09% | +20,175 | New |
| Nordea Investment Management AB | 19,443 | $451.0K | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 22,442 | $445.0K | 0.00% | +22,442 | New |
| Pearl River Capital, LLC | 19,234 | $443.0K | 0.12% | +696+3.8% | Added |
| Kestra Private Wealth Services, LLC | 18,683 | $430.0K | 0.02% | +1,197+6.8% | Added |
| MUFG Americas Holdings Corp | 18,632 | $429.0K | 0.01% | −38,560−67.4% | Reduced |
| Polar Asset Management Partners Inc. | 18,586 | $428.0K | 0.01% | −22,944−55.2% | Reduced |
| William Blair Investment Management, LLC | 18,531 | $427.0K | 0.00% | +7,909+74.5% | Added |
| Corient Capital Partners, LLC | 17,912 | $413.0K | 0.03% | −134−0.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 17,587 | $405.0K | 0.03% | +17,587 | New |
| Proffitt & Goodson Inc | 17,498 | $403.0K | 0.07% | −4,407−20.1% | Reduced |
| MML Investors Services, LLC | 17,380 | $400.0K | 0.00% | +1,002+6.1% | Added |
| Winfield Associates, Inc. | 17,095 | $394.0K | 0.13% | −525−3.0% | Reduced |
| Quantinno Capital Management LP | 17,052 | $393.0K | 0.07% | −7,430−30.3% | Reduced |
| Wolverine Trading, LLC | 16,895 | $392.0K | 0.01% | +8,083+91.7% | Added |
| Visionary Wealth Advisors | 17,000 | $391.0K | 0.03% | +900+5.6% | Added |
| Unison Advisors LLC | 16,594 | $382.0K | 0.09% | +112+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 16,305 | $375.0K | 0.03% | −2,240−12.1% | Reduced |
| First Midwest Bank Trust Division | 16,215 | $373.0K | 0.05% | −170−1.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16,089 | $370.0K | 0.01% | +10.0% | Added |
| Davenport & Co LLC | 15,998 | $368.0K | 0.00% | +15,998 | New |
| Meridian Wealth Advisors, LLC | 15,875 | $365.0K | 0.09% | 00.0% | Unchanged |
| 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 |
| Dorsey & Whitney Trust CO LLC | 15,687 | $361.0K | 0.03% | −819−5.0% | Reduced |
| Verdence Capital Advisors LLC | 15,580 | $359.0K | 0.04% | +15,580 | New |
| ARGA Investment Management, LP | 15,407 | $354.7K | 0.02% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 15,365 | $353.7K | 0.19% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 15,227 | $351.0K | 0.02% | −23,890−61.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 15,220 | $350.0K | 0.04% | +15,220 | New |
| Savant Capital, LLC | 15,005 | $345.0K | 0.01% | +755+5.3% | Added |
| Captrust Financial Advisors | 14,933 | $344.0K | 0.00% | +2,258+17.8% | Added |
| 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 |
| Sigma Planning Corp | 14,789 | $340.0K | 0.01% | −11−0.1% | Reduced |
| 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 |
| Erste Asset Management GmbH | 14,414 | $336.7K | 0.01% | +14,414 | New |
| Cooper Financial Group | 14,560 | $335.0K | 0.13% | +105+0.7% | Added |
| Novare Capital Management LLC | 14,500 | $334.0K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 14,429 | $332.0K | 0.00% | +1,030+7.7% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 14,274 | $329.0K | 0.02% | −8,410−37.1% | Reduced |
| Private Advisor Group, LLC | 14,208 | $327.0K | 0.00% | +14,208 | New |
| Y-Intercept (Hong Kong) Ltd | 13,845 | $319.0K | 0.08% | −3,283−19.2% | Reduced |
| Pathstone Family Office, LLC | 13,756 | $316.0K | 0.01% | −1,448−9.5% | Reduced |
| 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 |
| LVZ Advisors, Inc. | 13,404 | $309.0K | 0.04% | +1,016+8.2% | Added |
| Jacobs Levy Equity Management, Inc | 13,051 | $300.0K | 0.00% | −262,702−95.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,726 | $293.0K | 0.02% | −24−0.2% | Reduced |
| Sowell Financial Services LLC | 12,705 | $292.0K | 0.02% | +2,128+20.1% | Added |
| Jump Financial, LLC | 12,627 | $291.0K | 0.02% | +1,127+9.8% | Added |
| Harfst & Associates, Inc. | 12,569 | $289.0K | 0.07% | +279+2.3% | Added |
| DGS Capital Management, LLC | 12,451 | $287.0K | 0.18% | +12,451 | New |
| Fulton Bank, N.A. | 12,409 | $286.0K | 0.01% | +371+3.1% | Added |
| Toroso Investments, LLC | 12,333 | $284.0K | 0.01% | +12,333 | New |
| Echo Street Capital Management LLC | 12,303 | $283.0K | 0.00% | −30,536−71.3% | Reduced |
| Bessemer Group Inc | 12,232 | $281.0K | 0.00% | +3,047+33.2% | Added |
| Jefferies Group LLC | 12,097 | $278.5K | 0.01% | +12,097 | New |
| Virtu Financial LLC | 12,080 | $278.0K | 0.03% | −19,020−61.2% | Reduced |
| Signaturefd, LLC | 11,856 | $273.0K | 0.01% | +236+2.0% | Added |
| Investors Asset Management of Georgia Inc | 11,764 | $271.0K | 0.13% | +1,157+10.9% | Added |
| Leonteq Securities AG | 11,634 | $267.8K | 0.01% | +5,591+92.5% | Added |
| Norinchukin Bank, The | 11,464 | $264.0K | 0.00% | −190−1.6% | Reduced |
| Vident Investment Advisory, LLC | 11,396 | $262.0K | 0.01% | +1,665+17.1% | 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 |
| Change Path, LLC | 11,134 | $256.0K | 0.01% | +2,289+25.9% | Added |
| Commerce Bank | 10,959 | $252.0K | 0.00% | −921−7.8% | Reduced |