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, Q1 2022
Institutional positions in Invesco Ltd. as of Mar 31, 2022. 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
- 526
- −34 vs. Q4 2021
- Shares held
- 304.1M
- +724.2K (+0.2%) vs. Q4 2021
- Total value
- $7.16B
- +$39.2M (+0.6%) vs. Q4 2021
- New holders
- 50
- 196 more added
- Sold out
- 84
- 189 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $0 | 0.00% | +1+5.0% | Added |
| SOA Wealth Advisors, LLC. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 10 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $0 | 0.00% | +14 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $92 | 0.00% | – | – |
| Sutton Wealth Advisors Inc. | 7 | $161 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 34 | $784 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $1.00K | 0.00% | −38−45.8% | Reduced |
| Adirondack Trust Co | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 64 | $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 |
| Sierra Capital LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 28 | $1.00K | 0.00% | +8+40.0% | Added |
| GoalVest Advisory LLC | 25 | $1.00K | 0.00% | +25 | New |
| Beacon Capital Management, LLC | 31 | $1.00K | 0.00% | +31 | New |
| Brown Brothers Harriman & Co | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $2.00K | 0.00% | +12+16.9% | Added |
| PSI Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 108 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 70 | $2.00K | 0.00% | +70 | New |
| Citizens National Bank Trust Department | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 139 | $3.00K | 0.00% | +139 | New |
| Cordant, Inc. | 126 | $3.00K | 0.00% | +126 | New |
| Earnest Partners LLC | 187 | $4.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 171 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 179 | $4.00K | 0.00% | +179 | New |
| Farmers & Merchants Investments Inc | 214 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 230 | $5.00K | 0.00% | +230 | New |
| American National Bank | 197 | $5.00K | 0.00% | +197 | New |
| Tarbox Family Office, Inc. | 260 | $6.00K | 0.00% | −407−61.0% | Reduced |
| Heritage Wealth Advisors | 245 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 308 | $7.00K | 0.00% | −42−12.0% | Reduced |
| First Community Trust NA | 306 | $7.00K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 301 | $7.00K | 0.00% | +2+0.7% | Added |
| Smith Group Asset Management, LLC | 366 | $8.00K | 0.00% | −40−9.9% | Reduced |
| Massmutual Trust Co FSB | 336 | $8.00K | 0.00% | +221+192.2% | Added |
| Pflug Koory, LLC | 450 | $10.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 494 | $11.0K | 0.00% | −50−9.2% | Reduced |
| Umb Bank N A | 480 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 459 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 460 | $11.0K | 0.00% | −20−4.2% | Reduced |
| First Bank & Trust | 467 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 494 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 470 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 565 | $13.0K | 0.00% | +365+182.5% | Added |
| TD Ameritrade Investment Management, LLC | 550 | $13.0K | 0.00% | +550 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 588 | $14.0K | 0.00% | +86+17.1% | Added |
| Evoke Wealth, LLC | 664 | $15.0K | 0.00% | −4−0.6% | Reduced |
| Jones Financial Companies LLLP | 709 | $16.0K | 0.00% | −3,903−84.6% | Reduced |
| JJJ Advisors Inc. | 673 | $16.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 676 | $16.0K | 0.00% | +676 | New |
| First Horizon Advisors, Inc. | 737 | $17.0K | 0.00% | −2,136−74.3% | Reduced |
| Salem Investment Counselors Inc | 750 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 734 | $17.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 763 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 825 | $19.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 819 | $19.0K | 0.00% | +217+36.0% | Added |
| Caldwell Trust Co | 847 | $19.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 870 | $20.0K | 0.00% | +690+383.3% | Added |
| Oakworth Capital, Inc. | 887 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 970 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 952 | $22.0K | 0.01% | +137+16.8% | Added |
| Clear Investment Research, LLC | 1,000 | $23.0K | 0.05% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,050 | $24.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,056 | $24.0K | 0.00% | +1,056 | New |
| Parkside Financial Bank & Trust | 1,130 | $26.0K | 0.01% | +92+8.9% | Added |
| Global Retirement Partners, LLC | 1,403 | $26.0K | 0.00% | +1,403 | New |
| Federated Hermes, Inc. | 1,297 | $30.0K | 0.00% | −8,376−86.6% | Reduced |
| O'Dell Group, LLC | 1,281 | $30.0K | 0.01% | +11+0.9% | Added |
| Professional Financial Advisors, LLC | 1,331 | $31.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,350 | $31.0K | 0.00% | +1,350 | New |
| MCF Advisors LLC | 1,405 | $32.0K | 0.00% | +153+12.2% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,390 | $32.0K | 0.03% | +1,390 | New |
| Capital Analysts, LLC | 1,424 | $33.0K | 0.00% | +85+6.3% | Added |
| McIlrath & Eck, LLC | 1,434 | $33.0K | 0.01% | +154+12.0% | Added |
| American Portfolios Advisors | 1,598 | $36.9K | 0.00% | +785+96.6% | Added |
| Quent Capital, LLC | 1,635 | $38.0K | 0.01% | −19,893−92.4% | Reduced |
| DuPont Capital Management Corp | 1,649 | $38.0K | 0.00% | −372−18.4% | Reduced |
| Quadrant Capital Group LLC | 1,647 | $38.0K | 0.00% | −350−17.5% | Reduced |
| 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 |
| Assetmark, Inc | 1,780 | $41.0K | 0.00% | +1,780 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,851 | $43.0K | 0.01% | −2,522−57.7% | Reduced |
| Concord Wealth Partners | 1,940 | $45.0K | 0.01% | −13−0.7% | Reduced |
| Sandy Spring Bank | 2,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 2,056 | $47.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 2,121 | $49.0K | 0.00% | −939−30.7% | Reduced |
| Private Capital Group, LLC | 2,216 | $51.0K | 0.01% | −46−2.0% | Reduced |