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 |
|---|---|---|---|---|---|
| JJJ Advisors Inc. | 673 | $15.0K | 0.00% | −631−48.4% | Reduced |
| Tarbox Family Office, Inc. | 667 | $15.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 668 | $15.0K | 0.00% | +1+0.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $14.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 602 | $14.0K | 0.00% | +102+20.4% | Added |
| Zions Bancorporation, N.A. | 544 | $13.0K | 0.00% | +140+34.7% | Added |
| EverSource Wealth Advisors, LLC | 502 | $12.0K | 0.00% | +502 | New |
| Sound Income Strategies, LLC | 494 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 459 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 480 | $11.0K | 0.00% | +20+4.3% | Added |
| First Bank & Trust | 467 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 470 | $11.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 480 | $11.0K | 0.00% | +480 | New |
| Pflug Koory, LLC | 450 | $10.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 406 | $9.00K | 0.00% | −318−43.9% | Reduced |
| Lazard Asset Management LLC | 350 | $8.00K | 0.00% | −499−58.8% | Reduced |
| Atticus Wealth Management, LLC | 368 | $8.00K | 0.00% | −27−6.8% | Reduced |
| First Community Trust NA | 306 | $7.04K | 0.01% | +306 | New |
| Glassman Wealth Services | 287 | $7.00K | 0.00% | +148+106.5% | Added |
| Benjamin Edwards Inc | 299 | $7.00K | 0.00% | +299 | New |
| Heritage Wealth Advisors | 245 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 214 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 215 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 218 | $5.00K | 0.00% | +145+198.6% | Added |
| Lindbrook Capital, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Earnest Partners LLC | 187 | $4.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 183 | $4.00K | 0.00% | +13+7.6% | Added |
| Plante Moran Financial Advisors, LLC | 183 | $4.00K | 0.00% | +183 | New |
| Syverson Strege & Co | 171 | $4.00K | 0.00% | +171 | New |
| CVA Family Office, LLC | 180 | $4.00K | 0.00% | +180 | New |
| Citizens National Bank Trust Department | 166 | $4.00K | 0.00% | +166 | New |
| Massmutual Trust Co FSB | 115 | $3.00K | 0.00% | −89−43.6% | Reduced |
| Chilton Capital Management LLC | 109 | $3.00K | 0.00% | +109 | New |
| MV Capital Management, Inc. | 71 | $2.00K | 0.00% | −56−44.1% | Reduced |
| Brown Brothers Harriman & Co | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 93 | $2.00K | 0.00% | +93 | New |
| KB Financial Partners, LLC | 108 | $2.00K | 0.00% | +108 | New |
| Schubert & Co | 83 | $2.00K | 0.00% | +83 | New |
| Mystic Asset Management, Inc. | 103 | $2.00K | 0.00% | +103 | New |
| Gradient Investments LLC | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 39 | $1.00K | 0.00% | +1+2.6% | Added |
| Carolinas Wealth Consulting LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | +24 | New |
| Sierra Capital LLC | 60 | $1.00K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 34 | $783 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $92 | 0.00% | – | – |
| Carroll Financial Associates, Inc. | 21 | $0 | 0.00% | −30−58.8% | Reduced |
| Advocacy Wealth Management Services, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 9 | $0 | 0.00% | +4+80.0% | Added |
| Prestige Wealth Management Group LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 20 | $0 | 0.00% | +20 | New |
| Neo Ivy Capital Management | 13 | $0 | 0.00% | +13 | New |
| Curi Capital | 10 | $0 | 0.00% | +10 | New |
| Dark Forest Capital Management LP | 12 | $0 | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 18 | $0 | 0.00% | +18 | New |
| Covestor Ltd | 20 | $0 | 0.00% | +20 | New |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,625,430−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,285,237−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −743,531−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −644,607−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −464,798−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −443,553−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −316,186−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −227,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −172,090−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −76,688−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −68,923−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −66,085−100.0% | Sold out |
| American National Insurance Co | 0 | $0 | 0.00% | −65,960−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −62,848−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −53,831−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −40,728−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −40,152−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −29,012−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −24,637−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −24,522−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −23,954−100.0% | Sold out |
| Investment Management Associates Inc | 0 | $0 | 0.00% | −23,591−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −20,822−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −20,393−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −20,334−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −20,166−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −17,451−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −17,007−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −14,529−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −10,670−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,495−100.0% | Sold out |