Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2022: 526 institutions
Q1 2021: 537 institutionsQ2 2021: 563 institutionsQ3 2021: 558 institutionsQ4 2021: 568 institutionsQ1 2022: 526 institutionsQ2 2022: 521 institutionsQ3 2022: 505 institutionsQ4 2022: 510 institutionsQ1 2023: 515 institutionsQ2 2023: 478 institutionsQ3 2023: 493 institutionsQ4 2023: 493 institutionsQ1 2024: 495 institutionsQ2 2024: 476 institutionsQ3 2024: 493 institutionsQ4 2024: 526 institutionsQ1 2025: 519 institutionsQ2 2025: 521 institutionsQ3 2025: 566 institutionsQ4 2025: 631 institutionsQ1 2026: 639 institutionsQ2 2026: 674 institutions
Value heldQ1 2022: $7.16B
Q1 2021: $7.39BQ2 2021: $7.79BQ3 2021: $7.23BQ4 2021: $7.14BQ1 2022: $7.16BQ2 2022: $4.85BQ3 2022: $4.42BQ4 2022: $5.71BQ1 2023: $5.14BQ2 2023: $5.11BQ3 2023: $4.41BQ4 2023: $5.34BQ1 2024: $5.02BQ2 2024: $4.53BQ3 2024: $6.83BQ4 2024: $7.04BQ1 2025: $6.17BQ2 2025: $6.50BQ3 2025: $8.98BQ4 2025: $10.8BQ1 2026: $10.2BQ2 2026: $11.2B
Institutions holding IVZ and their total value by quarter
QuarterHoldersValue
Q2 2026674$11.2B
Q1 2026639$10.2B
Q4 2025631$10.8B
Q3 2025566$8.98B
Q2 2025521$6.50B
Q1 2025519$6.17B
Q4 2024526$7.04B
Q3 2024493$6.83B
Q2 2024476$4.53B
Q1 2024495$5.02B
Q4 2023493$5.34B
Q3 2023493$4.41B
Q2 2023478$5.11B
Q1 2023515$5.14B
Q4 2022510$5.71B
Q3 2022505$4.42B
Q2 2022521$4.85B
Q1 2022526$7.16B
Q4 2021568$7.14B
Q3 2021558$7.23B
Q2 2021563$7.79B
Q1 2021537$7.39B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q4 2021.

Institutions holding IVZ in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Beacon Investment Advisory Services, Inc.16,089$371.0K0.02%00.0%Unchanged
Kestra Private Wealth Services, LLC16,203$374.0K0.02%−2,480−13.3%Reduced
DGS Capital Management, LLC16,270$375.0K0.23%+3,819+30.7%Added
Savant Capital, LLC16,657$384.0K0.01%+1,652+11.0%Added
Cetera Investment Advisers16,703$385.0K0.01%−5,296−24.1%Reduced
Unison Advisors LLC16,716$385.0K0.09%+122+0.7%Added
Proffitt & Goodson Inc16,829$388.0K0.07%−669−3.8%Reduced
Gibraltar Capital Management, Inc.16,925$390.0K0.16%+16,925New
MML Investors Services, LLC17,190$396.0K0.00%−190−1.1%Reduced
Glenmede Trust Co NA17,485$402.0K0.00%−24,070−57.9%Reduced
Laurel Wealth Advisors, Inc.17,587$405.0K0.03%00.0%Unchanged
Neo Ivy Capital Management17,820$410.0K0.37%+17,807+136,976.9%Added
Lumina Fund Management LLC17,800$410.0K0.16%+17,800New
Winfield Associates, Inc.17,825$411.0K0.15%+730+4.3%Added
Visionary Wealth Advisors17,866$412.0K0.03%+866+5.1%Added
Raymond James Financial Services Advisors, Inc.17,897$413.0K0.00%−6,055−25.3%Reduced
Meeder Asset Management Inc18,414$424.0K0.02%+18,414New
Canada Pension Plan Investment Board19,246$443.0K0.00%−1,020,824−98.1%Reduced
Millennium Management LLC19,547$451.0K0.00%−2,925,660−99.3%Reduced
William Blair Investment Management, LLC19,551$451.0K0.00%+1,020+5.5%Added
New Mexico Educational Retirement Board19,814$457.0K0.02%−1,000−4.8%Reduced
Wealth Management Associates, Inc.20,080$463.0K0.26%+4,715+30.7%Added
Eagle Rock Investment Company, LLC20,175$465.0K0.10%00.0%Unchanged
Louisiana State Employees Retirement System21,500$467.0K0.01%+100+0.5%Added
Golden State Wealth Management, LLC20,500$473.0K0.09%−199−1.0%Reduced
Beacon Pointe Advisors, LLC20,557$474.0K0.01%+5,890+40.2%Added
Corient Capital Partners, LLC20,756$479.0K0.03%+2,844+15.9%Added
Ethic Inc.20,834$480.0K0.03%−3,452−14.2%Reduced
Metropolitan Life Insurance Co21,061$485.7K0.02%−17,791−45.8%Reduced
Nordea Investment Management AB20,509$486.0K0.00%+1,066+5.5%Added
NorthCrest Asset Manangement, LLC21,150$488.0K0.02%+21,150New
ARGI Investment Services, LLC21,382$493.0K0.01%−6,177−22.4%Reduced
LSV Asset Management21,500$496.0K0.00%00.0%Unchanged
Daiwa Securities Group Inc.21,596$498.0K0.00%+625+3.0%Added
Sumitomo Mitsui DS Asset Management Company, Ltd21,701$500.0K0.01%00.0%Unchanged
Kentucky Retirement Systems21,754$502.0K0.02%+793+3.8%Added
Xponance, Inc.21,938$506.0K0.01%−122−0.6%Reduced
Baldrige Asset Management LLC22,129$510.0K0.21%00.0%Unchanged
Rockefeller Capital Management L.P.23,290$537.0K0.00%−275−1.2%Reduced
Strategic Wealth Advisors Group, LLC23,660$541.0K0.02%−2,542−9.7%Reduced
Stratos Wealth Partners, LTD.24,049$555.0K0.01%+2,248+10.3%Added
Teachers Retirement System of the State of Kentucky24,124$556.0K0.01%−959,959−97.5%Reduced
Equitable Holdings, Inc.24,160$557.0K0.01%00.0%Unchanged
Diversified Trust Co24,409$563.0K0.02%+24,409New
Oppenheimer Asset Management Inc.24,555$566.0K0.01%+530+2.2%Added
Seeyond24,729$570.0K0.06%−259−1.0%Reduced
Hennion & Walsh Asset Management, Inc.24,748$571.0K0.03%−420−1.7%Reduced
Maryland State Retirement & Pension System25,411$586.0K0.02%00.0%Unchanged
Element Wealth, LLC25,443$587.0K0.47%−1,307−4.9%Reduced
Securian Asset Management, Inc27,571$636.0K0.01%−606−2.2%Reduced
Cetera Advisors LLC27,812$641.0K0.01%+2,120+8.3%Added
Group One Trading, L.P.28,490$657.0K0.01%+28,490New
Erste Asset Management GmbH28,705$672.3K0.01%+14,291+99.1%Added
Jane Street Group, LLC29,157$673.0K0.00%+7,095+32.2%Added
Old National Bancorp29,697$685.0K0.03%−4,042−12.0%Reduced
Cetera Advisor Networks LLC29,943$690.0K0.01%+1,302+4.5%Added
Stephens Inc30,963$714.0K0.01%−3,972−11.4%Reduced
Snowden Capital Advisors LLC31,420$724.0K0.03%+26,069+487.2%Added
Neuberger Berman Group LLC31,748$735.0K0.00%+9,306+41.5%Added
Hartford Investment Management Co32,192$742.0K0.02%−2,486−7.2%Reduced
Crossmark Global Holdings, Inc.32,441$748.0K0.02%−3,589−10.0%Reduced
Balentine LLC32,566$751.0K0.03%+32,566New
Hilltop Holdings Inc.32,917$759.0K0.09%+2,510+8.3%Added
JustInvest LLC32,929$759.0K0.04%+23,491+248.9%Added
IFP Advisors, Inc27,321$762.0K0.01%+17,287+172.3%Added
Caz Investments LP33,200$766.0K1.20%00.0%Unchanged
Vontobel Holding Ltd.33,151$777.0K0.01%−246−0.7%Reduced
Investors Research Corp33,800$779.0K0.22%+725+2.2%Added
Cubist Systematic Strategies, LLC33,836$780.0K0.01%−223,435−86.8%Reduced
Public Employees Retirement Association of Colorado34,624$798.0K0.00%00.0%Unchanged
USS Investment Management Ltd34,832$803.0K0.01%−51,346−59.6%Reduced
Avestar Capital, LLC35,404$816.0K0.15%+8,707+32.6%Added
United Capital Financial Advisers, LLC35,638$822.0K0.00%−3,254−8.4%Reduced
CIBC Private Wealth Group, LLC35,748$824.0K0.00%+15,173+73.7%Added
Portland Investment Counsel Inc.35,983$830.0K0.44%00.0%Unchanged
Mercer Global Advisors Inc36,317$837.0K0.00%+1,271+3.6%Added
Advisor Partners LLC36,516$842.0K0.05%−8,293−18.5%Reduced
D.A. Davidson & Co.37,245$859.0K0.01%−8,230−18.1%Reduced
National Bank of Canada38,855$874.0K0.00%+1,424+3.8%Added
IFG Advisory, LLC38,049$877.0K0.09%−2,024−5.1%Reduced
Caas Capital Management LP38,209$881.0K0.16%+32,822+609.3%Added
CIBC Asset Management Inc38,386$885.0K0.00%+336+0.9%Added
Westpac Banking Corp38,953$898.3K0.01%+18,662+92.0%Added
Buckley Wealth Management, LLC39,135$902.0K0.24%+5,545+16.5%Added
Nissay Asset Management Corp39,652$914.0K0.01%+665+1.7%Added
Healthcare of Ontario Pension Plan Trust Fund40,000$922.0K0.00%−14,500−26.6%Reduced
Franklin Resources Inc40,088$924.0K0.00%−60,043−60.0%Reduced
Connectus Wealth, LLC41,008$944.0K0.03%−465−1.1%Reduced
Quantinno Capital Management LP41,988$968.0K0.15%+24,936+146.2%Added
Polianta Ltd42,100$970.0K0.64%−15,000−26.3%Reduced
Comerica Bank45,050$979.0K0.01%−644−1.4%Reduced
US Bancorp42,952$989.0K0.00%+15,852+58.5%Added
Janney Montgomery Scott LLC42,945$990.0K0.00%−5,630−11.6%Reduced
Aigen Investment Management, LP43,269$998.0K0.17%−17,565−28.9%Reduced
Disciplined Equity Management, Inc.43,275$998.0K1.00%+1,770+4.3%Added
1832 Asset Management L.P.44,386$1.01M0.00%+44,386New
Twin Tree Management, LP44,234$1.02M0.02%+34,762+367.0%Added
Texas Permanent School Fund44,268$1.02M0.01%−2,807−6.0%Reduced
Estate Counselors, LLC44,472$1.02M0.13%00.0%Unchanged
Wealthcare Advisory Partners LLC45,522$1.05M0.06%−398−0.9%Reduced