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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 10,797 | $249.0K | 0.00% | −2,115−16.4% | Reduced |
| Fayez Sarofim & Co | 10,691 | $246.0K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 10,541 | $243.0K | 0.04% | +24+0.2% | Added |
| HRT Financial LP | 10,529 | $242.0K | 0.00% | −138,701−92.9% | Reduced |
| Pitcairn Co | 10,470 | $241.0K | 0.02% | −94−0.9% | Reduced |
| Advisors Asset Management, Inc. | 10,429 | $240.1K | 0.00% | −1,847−15.0% | Reduced |
| Forum Financial Management, LP | 10,429 | $240.0K | 0.01% | +10,429 | New |
| 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 |
| Ford Financial Group, LLC | 10,315 | $237.0K | 0.08% | −80−0.8% | Reduced |
| 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 |
| 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 |
| IFP Advisors, Inc | 10,034 | $232.0K | 0.00% | −1,003−9.1% | Reduced |
| Employees Retirement System of Texas | 10,000 | $230.0K | 0.00% | +10,000 | New |
| Redpoint Investment Management Pty Ltd | 9,954 | $229.0K | 0.02% | −696−6.5% | Reduced |
| Capital Investment Advisory Services, LLC | 9,809 | $226.0K | 0.03% | +40.0% | Added |
| Ieq Capital, LLC | 9,792 | $225.0K | 0.01% | −47−0.5% | Reduced |
| Federated Hermes, Inc. | 9,673 | $223.0K | 0.00% | +646+7.2% | Added |
| Keybank National Association | 9,659 | $222.0K | 0.00% | −996−9.3% | Reduced |
| Twin Tree Management, LP | 9,472 | $218.0K | 0.01% | −10,845−53.4% | Reduced |
| JustInvest LLC | 9,438 | $217.0K | 0.01% | −52−0.5% | Reduced |
| Balasa Dinverno & Foltz LLC | 9,243 | $213.0K | 0.01% | +498+5.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 9,179 | $211.0K | 0.02% | +378+4.3% | Added |
| 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 |
| Alterna Wealth Management, Inc | 8,769 | $202.0K | 0.17% | +8,769 | New |
| Alphasimplex Group, LLC | 8,738 | $201.0K | 0.34% | −15,696−64.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,630 | $199.0K | 0.01% | +320+3.9% | Added |
| Carolina Wealth Advisors, LLC | 8,622 | $198.0K | 0.11% | +1,948+29.2% | Added |
| Paragon Capital Management Ltd | 8,064 | $186.0K | 0.03% | +8,064 | New |
| Fifth Third Bancorp | 7,943 | $183.0K | 0.00% | −281−3.4% | Reduced |
| TD Waterhouse Canada Inc. | 6,930 | $175.0K | 0.00% | +6,930 | New |
| Banque Cantonale Vaudoise | 7,504 | $173.0K | 0.01% | −20,500−73.2% | Reduced |
| Fieldpoint Private Securities, LLC | 7,197 | $166.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Horan Securities, Inc. | 6,566 | $151.0K | 0.09% | +6,566 | New |
| Geneos Wealth Management Inc. | 6,256 | $144.0K | 0.01% | +46+0.7% | Added |
| CWM, LLC | 5,921 | $136.0K | 0.00% | +5,921 | New |
| 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 |
| Huntington National Bank | 5,665 | $130.0K | 0.00% | +2,947+108.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 5,617 | $129.0K | 0.00% | +740+15.2% | Added |
| Parallel Advisors, LLC | 5,513 | $127.0K | 0.00% | +2,178+65.3% | Added |
| 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 |
| Snowden Capital Advisors LLC | 5,351 | $123.0K | 0.01% | −5,103−48.8% | Reduced |
| First National Bank of South Miami | 5,319 | $122.0K | 0.07% | +1,204+29.3% | Added |
| Cutler Group LP | 4,975 | $114.0K | 0.01% | −12,887−72.1% | Reduced |
| Deseret Mutual Benefit Administrators | 4,861 | $112.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Patriot Financial Group Insurance Agency, LLC | 4,373 | $101.0K | 0.02% | −4,693−51.8% | Reduced |
| AlphaCentric Advisors LLC | 3,458 | $80.0K | 0.02% | +3,458 | New |
| 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 |
| TD Private Client Wealth LLC | 3,364 | $77.4K | 0.00% | −1,647−32.9% | Reduced |
| Sentry Investment Management LLC | 3,246 | $75.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,200 | $74.0K | 0.14% | +3,200 | New |
| Ellevest, Inc. | 3,060 | $70.0K | 0.01% | +1,476+93.2% | Added |
| TCI Wealth Advisors, Inc. | 3,004 | $69.0K | 0.01% | −288−8.7% | Reduced |
| First Horizon Advisors, Inc. | 2,873 | $66.0K | 0.00% | −417−12.7% | Reduced |
| AdvisorNet Financial, Inc | 2,845 | $65.0K | 0.00% | +1,232+76.4% | Added |
| Amplius Wealth Advisors, LLC | 2,767 | $63.0K | 0.01% | +2,767 | New |
| Silvant Capital Management LLC | 2,649 | $61.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,262 | $52.0K | 0.01% | −32−1.4% | Reduced |
| Ahrens Investment Partners LLC | 2,200 | $51.0K | 0.02% | +2,200 | New |
| DuPont Capital Management Corp | 2,021 | $47.0K | 0.00% | −1,559−43.5% | Reduced |
| Howe & Rusling Inc | 2,056 | $47.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,997 | $46.0K | 0.01% | +169+9.2% | Added |
| Concord Wealth Partners | 1,953 | $45.0K | 0.01% | +841+75.6% | Added |
| Cornerstone Advisory, LLC | 1,854 | $42.0K | 0.01% | +1,854 | New |
| Asset Dedication, LLC | 1,700 | $39.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $39.0K | 0.02% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 1,653 | $38.0K | 0.03% | +1,653 | New |
| Professional Financial Advisors, LLC | 1,331 | $31.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,339 | $31.0K | 0.00% | +682+103.8% | Added |
| McIlrath & Eck, LLC | 1,280 | $29.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,270 | $29.0K | 0.01% | +9+0.7% | Added |
| MCF Advisors LLC | 1,252 | $29.0K | 0.62% | +515+69.9% | Added |
| Parkside Financial Bank & Trust | 1,038 | $24.0K | 0.01% | +1+0.1% | Added |
| Old North State Trust, LLC | 1,040 | $24.0K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,050 | $24.0K | 0.02% | +1,050 | New |
| CoreCap Advisors, LLC | 1,051 | $24.0K | 0.00% | +1,051 | New |
| Clear Investment Research, LLC | 1,000 | $23.0K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 970 | $22.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 887 | $21.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 847 | $19.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 844 | $19.0K | 0.01% | −2,488−74.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 825 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 815 | $19.0K | 0.01% | +79+10.7% | Added |
| American Portfolios Advisors | 813 | $18.7K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 790 | $18.0K | 0.00% | −16,399−95.4% | Reduced |
| Whittier Trust Co | 763 | $18.0K | 0.00% | −105−12.1% | Reduced |
| Gables Capital Management Inc. | 734 | $17.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 724 | $17.0K | 0.00% | +124+20.7% | Added |
| Salem Investment Counselors Inc | 750 | $17.0K | 0.00% | +750 | New |