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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 45,546 | $1.05M | 0.01% | +481+1.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,665 | $1.05M | 0.01% | +2,827+6.6% | Added |
| Aviva PLC | 47,718 | $1.10M | 0.01% | +22,027+85.7% | Added |
| Highland Capital Management, LLC | 47,888 | $1.10M | 0.07% | −28,417−37.2% | Reduced |
| Public Sector Pension Investment Board | 47,895 | $1.10M | 0.01% | −9,050−15.9% | Reduced |
| State of Alaska, Department of Revenue | 48,016 | $1.11M | 0.01% | −1,385−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 48,854 | $1.13M | 0.01% | −4,451−8.4% | Reduced |
| Horizon Investments, LLC | 49,608 | $1.13M | 0.03% | +11,087+28.8% | Added |
| Northwestern Mutual Wealth Management Co | 49,466 | $1.14M | 0.00% | +9,755+24.6% | Added |
| Bridgewater Associates, LP | 51,802 | $1.20M | 0.00% | −29,314−36.1% | Reduced |
| Mariner, LLC | 52,729 | $1.22M | 0.00% | +21,156+67.0% | Added |
| British Columbia Investment Management Corp | 53,402 | $1.23M | 0.01% | −7,426−12.2% | Reduced |
| ING Groep NV | 54,147 | $1.25M | 0.01% | +9,602+21.6% | Added |
| Integrated Advisors Network LLC | 56,135 | $1.29M | 0.08% | +56,135 | New |
| Elo Mutual Pension Insurance Co | 56,455 | $1.30M | 0.04% | +30,716+119.3% | Added |
| Pendal Group Limited | 57,931 | $1.34M | 0.01% | +57,931 | New |
| Utah Retirement Systems | 59,378 | $1.37M | 0.02% | −1,100−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 60,175 | $1.39M | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 61,023 | $1.41M | 0.01% | −94,358−60.7% | Reduced |
| Tower Research Capital LLC (TRC) | 61,237 | $1.41M | 0.01% | +25,006+69.0% | Added |
| HighTower Advisors, LLC | 62,180 | $1.43M | 0.00% | −2,753−4.2% | Reduced |
| Brandywine Global Investment Management, LLC | 64,072 | $1.48M | 0.01% | −513,148−88.9% | Reduced |
| Blair William & Co | 64,802 | $1.49M | 0.01% | +3,241+5.3% | Added |
| The PNC Financial Services Group, Inc. | 66,102 | $1.52M | 0.00% | +568+0.9% | Added |
| Yousif Capital Management, LLC | 67,565 | $1.56M | 0.02% | −890−1.3% | Reduced |
| Kestra Advisory Services, LLC | 67,609 | $1.56M | 0.02% | +7,147+11.8% | Added |
| SEI Investments Co | 68,067 | $1.57M | 0.00% | −9,678−12.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 68,424 | $1.58M | 0.00% | +27,525+67.3% | Added |
| IFM Investors Pty Ltd | 68,580 | $1.58M | 0.02% | +14,100+25.9% | Added |
| Handelsbanken Fonder AB | 68,800 | $1.59M | 0.01% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 68,885 | $1.59M | 0.50% | +18,435+36.5% | Added |
| Caption Management, LLC | 70,000 | $1.61M | 0.11% | +40,000+133.3% | Added |
| Mork Capital Management, LLC | 73,400 | $1.69M | 1.53% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 72,040 | $1.70M | 0.00% | +21,322+42.0% | Added |
| Aviance Capital Partners, LLC | 73,548 | $1.70M | 0.31% | −1,985−2.6% | Reduced |
| DnB Asset Management AS | 75,160 | $1.73M | 0.01% | +6,226+9.0% | Added |
| CIBC World Markets Corp | 80,077 | $1.85M | 0.01% | +6,533+8.9% | Added |
| Scott & Selber, Inc. | 80,124 | $1.85M | 0.71% | −5,839−6.8% | Reduced |
| Rothschild Investment Corp | 81,050 | $1.87M | 0.15% | −795−1.0% | Reduced |
| Zacks Investment Management | 81,299 | $1.87M | 0.03% | −168,667−67.5% | Reduced |
| Shell Asset Management Co | 82,512 | $1.90M | 0.04% | −8,025−8.9% | Reduced |
| Strategic Global Advisors, LLC | 83,126 | $1.92M | 0.28% | +2,846+3.5% | Added |
| Weiss Asset Management LP | 85,305 | $1.97M | 0.04% | +85,305 | New |
| Illinois Municipal Retirement Fund | 85,698 | $1.98M | 0.06% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 134,756 | $2.00M | 0.00% | −8,497−5.9% | Reduced |
| Alaska Permanent Fund Corp | 87,000 | $2.01M | 0.03% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 87,520 | $2.02M | 0.00% | −86,615−49.7% | Reduced |
| Commonwealth Equity Services, LLC | 87,546 | $2.02M | 0.00% | +13,884+18.8% | Added |
| Gillson Capital LP | 88,719 | $2.05M | 0.16% | −537,492−85.8% | Reduced |
| Gamco Investors, Inc. Et Al | 90,000 | $2.08M | 0.02% | −10,000−10.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 90,439 | $2.09M | 0.02% | −11,745−11.5% | Reduced |
| TD Asset Management Inc | 90,660 | $2.09M | 0.00% | −781−0.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 91,096 | $2.10M | 0.05% | +91,096 | New |
| MetLife Investment Management | 92,701 | $2.14M | 0.01% | +17,296+22.9% | Added |
| Verition Fund Management LLC | 94,553 | $2.18M | 0.04% | −138,215−59.4% | Reduced |
| Vestcor Inc | 95,973 | $2.21M | 0.08% | +51,007+113.4% | Added |
| Arizona State Retirement System | 96,285 | $2.22M | 0.02% | +2,069+2.2% | Added |
| Horan Capital Advisors, LLC. | 97,219 | $2.24M | 0.90% | +1,270+1.3% | Added |
| Nomura Asset Management Co Ltd | 98,822 | $2.28M | 0.01% | +13,070+15.2% | Added |
| State of Michigan Retirement System | 99,250 | $2.29M | 0.01% | +137+0.1% | Added |
| Wellington Management Group LLP | 99,604 | $2.30M | 0.00% | +30,304+43.7% | Added |
| Prospector Partners LLC | 101,000 | $2.33M | 0.29% | +52,550+108.5% | Added |
| Oregon Public Employees Retirement Fund | 101,220 | $2.33M | 0.02% | −20,889−17.1% | Reduced |
| Raymond James & Associates | 102,118 | $2.35M | 0.00% | +14,711+16.8% | Added |
| Brinker Capital Investments, LLC | 102,202 | $2.36M | 0.04% | −65,333−39.0% | Reduced |
| Wright Investors Service Inc | 104,817 | $2.42M | 0.60% | −46,772−30.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 107,752 | $2.52M | 0.03% | −46,775−30.3% | Reduced |
| American International Group, Inc. | 111,206 | $2.56M | 0.01% | −3,002−2.6% | Reduced |
| Amalgamated Bank | 112,101 | $2.58M | 0.02% | −5,035−4.3% | Reduced |
| Amalgamated Financial Corp. | 112,101 | $2.58M | 0.02% | +112,101 | New |
| Truvestments Capital LLC | 112,174 | $2.59M | 1.42% | −7,783−6.5% | Reduced |
| Asio Capital, LLC | 113,765 | $2.62M | 0.74% | +24,035+26.8% | Added |
| Swiss Life Asset Management Ltd | 114,420 | $2.63M | 0.04% | −701−0.6% | Reduced |
| Walleye Trading LLC | 118,569 | $2.73M | 0.06% | +107,266+949.0% | Added |
| Redwood Investment Management, LLC | 122,470 | $2.82M | 0.42% | +24,752+25.3% | Added |
| Citadel Advisors LLC | 123,165 | $2.84M | 0.00% | +70,855+135.5% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $2.91M | 0.14% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 128,060 | $2.95M | 0.02% | +115,009+881.2% | Added |
| Voya Investment Management LLC | 128,420 | $2.96M | 0.01% | −2,410−1.8% | Reduced |
| Treasurer of the State of North Carolina | 129,155 | $2.98M | 0.02% | +8,220+6.8% | Added |
| Hussman Strategic Advisors, Inc. | 130,000 | $3.00M | 0.58% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 130,363 | $3.01M | 0.01% | −73,788−36.1% | Reduced |
| Wealthfront Advisers LLC | 134,839 | $3.11M | 0.01% | −7,945−5.6% | Reduced |
| NN Investment Partners Holdings N.V. | 138,005 | $3.18M | 0.02% | −41,889−23.3% | Reduced |
| Gotham Asset Management, LLC | 138,881 | $3.20M | 0.10% | −88,417−38.9% | Reduced |
| RBF Capital, LLC | 140,000 | $3.23M | 0.21% | +90,000+180.0% | Added |
| First Republic Investment Management, Inc. | 142,066 | $3.28M | 0.01% | −841−0.6% | Reduced |
| Los Angeles Capital Management LLC | 142,607 | $3.29M | 0.01% | −188,201−56.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 145,937 | $3.37M | 0.01% | +31,600+27.6% | Added |
| Truist Financial Corp | 146,043 | $3.37M | 0.01% | −2,001−1.4% | Reduced |
| Mount Lucas Management LP | 146,814 | $3.39M | 0.99% | −16,802−10.3% | Reduced |
| Asset Management One Co.,Ltd. | 146,893 | $3.39M | 0.01% | −23,226−13.7% | Reduced |
| Forsta Ap-Fonden | 149,000 | $3.44M | 0.04% | −66,200−30.8% | Reduced |
| Scotia Capital Inc. | 149,653 | $3.45M | 0.02% | +45,123+43.2% | Added |
| Standard Life Aberdeen plc | 148,658 | $3.47M | 0.01% | −45,645−23.5% | Reduced |
| AGF Investments America Inc. | 150,384 | $3.47M | 0.63% | +71,704+91.1% | Added |
| Gabelli Funds LLC | 151,000 | $3.48M | 0.02% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 157,980 | $3.64M | 0.02% | −172,881−52.3% | Reduced |
| Nisa Investment Advisors, LLC | 158,190 | $3.65M | 0.03% | 00.0% | Unchanged |
| STRS Ohio | 159,952 | $3.69M | 0.01% | −9,885−5.8% | Reduced |