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 |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 2,400 | $55.3K | 0.02% | +2,400 | New |
| TCI Wealth Advisors, Inc. | 2,636 | $61.0K | 0.01% | −368−12.3% | Reduced |
| Silvant Capital Management LLC | 2,649 | $61.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,880 | $66.0K | 0.00% | +35+1.2% | Added |
| State of Wyoming | 3,009 | $69.0K | 0.03% | +2,165+256.5% | Added |
| NVWM, LLC | 3,425 | $79.0K | 0.03% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3,430 | $80.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,769 | $86.9K | 0.00% | +405+12.0% | Added |
| Deseret Mutual Benefit Administrators | 4,033 | $93.0K | 0.02% | −828−17.0% | Reduced |
| Van Eck Associates Corp | 4,225 | $97.0K | 0.00% | +4,225 | New |
| Ameritas Investment Partners, Inc. | 4,598 | $106.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,710 | $109.0K | 0.00% | +4,710 | New |
| Capstone Investment Advisors, LLC | 4,788 | $110.0K | 0.00% | −75,305−94.0% | Reduced |
| Northwest Investment Counselors, LLC | 4,897 | $113.0K | 0.03% | −470−8.8% | Reduced |
| Parallel Advisors, LLC | 5,047 | $118.0K | 0.00% | −466−8.5% | Reduced |
| Optimum Investment Advisors | 5,300 | $122.0K | 0.05% | −500−8.6% | Reduced |
| CWM, LLC | 5,421 | $125.0K | 0.00% | −500−8.4% | Reduced |
| Huntington National Bank | 5,656 | $130.0K | 0.00% | −9−0.2% | Reduced |
| SG Americas Securities, LLC | 6,164 | $142.0K | 0.00% | −19,312−75.8% | Reduced |
| Harvest Fund Management Co., Ltd | 6,580 | $151.0K | 0.03% | 00.0% | Unchanged |
| First National Bank of South Miami | 6,681 | $154.0K | 0.09% | +1,362+25.6% | Added |
| Horan Securities, Inc. | 7,280 | $168.0K | 0.10% | +714+10.9% | Added |
| Fieldpoint Private Securities, LLC | 7,472 | $172.0K | 0.04% | +275+3.8% | Added |
| Banque Cantonale Vaudoise | 7,504 | $173.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7,492 | $173.0K | 0.00% | +868+13.1% | Added |
| Cutler Group LP | 7,757 | $178.0K | 0.02% | +2,782+55.9% | Added |
| Fukoku Mutual Life Insurance Co | 8,630 | $199.0K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 8,686 | $200.0K | 0.00% | −973−10.1% | Reduced |
| Ieq Capital, LLC | 8,894 | $205.0K | 0.00% | −898−9.2% | Reduced |
| Maven Securities LTD | 8,906 | $205.0K | 0.04% | +8,906 | New |
| Creative Planning | 9,236 | $213.0K | 0.00% | +415+4.7% | Added |
| Moors & Cabot, Inc. | 9,270 | $214.0K | 0.01% | +9,270 | New |
| Retirement Planning Co of New England, Inc. | 9,387 | $216.0K | 0.12% | +3,529+60.2% | Added |
| Naples Global Advisors, LLC | 9,350 | $216.0K | 0.02% | +9,350 | New |
| Belpointe Asset Management LLC | 9,431 | $217.0K | 0.01% | −882−8.6% | Reduced |
| Change Path, LLC | 9,442 | $218.0K | 0.01% | −1,692−15.2% | Reduced |
| Carolina Wealth Advisors, LLC | 9,453 | $218.0K | 0.14% | +831+9.6% | Added |
| Wetherby Asset Management Inc | 9,468 | $218.0K | 0.01% | +9,468 | New |
| Bessemer Group Inc | 9,517 | $220.0K | 0.00% | −2,715−22.2% | Reduced |
| KBC Group NV | 9,664 | $223.0K | 0.00% | −13,863−58.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,734 | $224.0K | 0.00% | −13,988−59.0% | Reduced |
| Fifth Third Bancorp | 9,946 | $229.0K | 0.00% | +2,003+25.2% | Added |
| Nomura Holdings Inc | 9,824 | $229.0K | 0.00% | +9,824 | New |
| Mather Group, LLC. | 9,918 | $229.0K | 0.00% | +9,918 | New |
| Redpoint Investment Management Pty Ltd | 9,954 | $230.0K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 10,074 | $232.0K | 0.02% | +895+9.8% | Added |
| Commerce Bank | 10,206 | $235.0K | 0.00% | −753−6.9% | Reduced |
| Tennessee Valley Asset Management Partners | 10,188 | $235.0K | 0.08% | +12+0.1% | Added |
| Clear Street Markets LLC | 10,240 | $236.0K | 0.07% | −10,796−51.3% | Reduced |
| Synovus Financial Corp | 10,283 | $237.0K | 0.00% | +15+0.1% | Added |
| Ford Financial Group, LLC | 10,339 | $238.0K | 0.09% | +24+0.2% | Added |
| Forum Financial Management, LP | 10,429 | $240.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 10,417 | $240.0K | 0.05% | +150+1.5% | Added |
| Capital Investment Advisory Services, LLC | 10,399 | $240.0K | 0.03% | +590+6.0% | Added |
| MUFG Americas Holdings Corp | 10,456 | $241.0K | 0.00% | −8,176−43.9% | Reduced |
| Greenleaf Trust | 10,480 | $242.0K | 0.00% | +10,480 | New |
| Fayez Sarofim & Co | 10,691 | $247.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 10,747 | $248.0K | 0.02% | +277+2.6% | Added |
| Meridian Wealth Advisors, LLC | 10,798 | $249.0K | 0.06% | −5,077−32.0% | Reduced |
| TD Waterhouse Canada Inc. | 10,560 | $251.8K | 0.00% | +3,630+52.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,927 | $252.0K | 0.06% | −2,918−21.1% | Reduced |
| Cooper Financial Group | 11,080 | $256.0K | 0.10% | −3,480−23.9% | Reduced |
| Occudo Quantitative Strategies LP | 11,169 | $258.0K | 0.02% | +11,169 | New |
| Cresset Asset Management, LLC | 11,358 | $262.0K | 0.00% | −23,159−67.1% | Reduced |
| Leonteq Securities AG | 11,376 | $262.3K | 0.01% | −258−2.2% | Reduced |
| Financial Advocates Investment Management | 11,688 | $269.0K | 0.02% | +11,688 | New |
| Prudential PLC | 11,853 | $273.0K | 0.00% | +11,853 | New |
| Balasa Dinverno & Foltz LLC | 11,873 | $274.0K | 0.02% | +2,630+28.5% | Added |
| Fulton Bank, N.A. | 12,015 | $277.0K | 0.01% | −394−3.2% | Reduced |
| Keystone Financial Group | 12,101 | $279.0K | 0.05% | +1,560+14.8% | Added |
| O'Shaughnessy Asset Management, LLC | 12,224 | $282.0K | 0.00% | +1,427+13.2% | Added |
| Signaturefd, LLC | 12,483 | $288.0K | 0.01% | +627+5.3% | Added |
| Harfst & Associates, Inc. | 12,569 | $289.0K | 0.07% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 12,586 | $290.0K | 0.01% | +1,190+10.4% | Added |
| Banque Pictet & Cie SA | 12,829 | $296.0K | 0.00% | +12,829 | New |
| LVZ Advisors, Inc. | 12,874 | $297.0K | 0.04% | −530−4.0% | Reduced |
| Natixis Advisors, L.P. | 13,016 | $300.0K | 0.00% | −687−5.0% | Reduced |
| Investors Asset Management of Georgia Inc | 13,273 | $306.0K | 0.15% | +1,509+12.8% | Added |
| Running Point Capital Advisors, LLC | 13,256 | $306.0K | 0.18% | +13,256 | New |
| Toroso Investments, LLC | 13,510 | $312.0K | 0.01% | +1,177+9.5% | Added |
| Davenport & Co LLC | 13,730 | $317.0K | 0.00% | −2,268−14.2% | Reduced |
| Verdence Capital Advisors LLC | 13,743 | $317.0K | 0.04% | −1,837−11.8% | Reduced |
| Norinchukin Bank, The | 14,024 | $323.0K | 0.00% | +2,560+22.3% | Added |
| Pathstone Family Office, LLC | 14,393 | $332.0K | 0.01% | +637+4.6% | Added |
| Novare Capital Management LLC | 14,500 | $334.0K | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,536 | $335.0K | 0.00% | +4,176+40.3% | Added |
| Carret Asset Management, LLC | 14,800 | $341.0K | 0.04% | 00.0% | Unchanged |
| Natixis Investment Managers International | 14,968 | $345.0K | 0.01% | +14,968 | New |
| Employees Retirement System of Texas | 15,000 | $346.0K | 0.00% | +5,000+50.0% | Added |
| Tokio Marine Asset Management Co Ltd | 15,105 | $348.0K | 0.03% | −1,200−7.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 15,136 | $349.0K | 0.03% | −551−3.5% | Reduced |
| Sigma Planning Corp | 15,193 | $350.0K | 0.01% | +404+2.7% | Added |
| Brewin Dolphin Ltd | 15,227 | $351.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,262 | $352.0K | 0.00% | +329+2.2% | Added |
| ARGA Investment Management, LP | 15,407 | $355.3K | 0.02% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 15,311 | $358.0K | 0.00% | +882+6.1% | Added |
| Sowell Financial Services LLC | 20,465 | $358.0K | 0.06% | +7,760+61.1% | Added |
| M&T Bank Corp | 15,862 | $366.0K | 0.00% | +1,046+7.1% | Added |
| Purus Wealth Management, LLC | 15,957 | $368.0K | 0.25% | +133+0.8% | Added |
| APG Asset Management N.V. | 17,831 | $370.0K | 0.00% | −107,300−85.8% | Reduced |