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 |
|---|---|---|---|---|---|
| Letko, Brosseau & Associates Inc | 1,919,063 | $44.3M | 0.66% | −54,980−2.8% | Reduced |
| Deutsche Bank AG | 2,329,661 | $53.7M | 0.03% | +552,102+31.1% | Added |
| Goldman Sachs Group Inc | 2,356,139 | $54.3M | 0.01% | +935,205+65.8% | Added |
| Kiltearn Partners LLP | 2,438,477 | $56.2M | 2.42% | −262,400−9.7% | Reduced |
| Fiera Capital Corp | 2,508,689 | $57.9M | 0.15% | +118,251+4.9% | Added |
| Swedbank AB | 2,559,983 | $59.0M | 0.11% | −1,0000.0% | Reduced |
| AQR Capital Management LLC | 2,596,365 | $59.9M | 0.11% | +1,215,927+88.1% | Added |
| Pzena Investment Management LLC | 2,678,478 | $61.8M | 0.23% | −6,806−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 2,734,988 | $63.1M | 0.02% | +91,185+3.4% | Added |
| Price T Rowe Associates Inc | 2,816,367 | $64.9M | 0.01% | +315,393+12.6% | Added |
| Parametric Portfolio Associates LLC | 3,178,697 | $73.3M | 0.04% | +97,055+3.1% | Added |
| Norges Bank | 3,367,566 | $77.7M | 0.02% | +29,228+0.9% | Added |
| Two Sigma Advisers, LP | 3,400,000 | $78.4M | 0.21% | −71,200−2.1% | Reduced |
| Bank of New York Mellon Corp | 3,461,633 | $79.8M | 0.02% | −140,815−3.9% | Reduced |
| Northern Trust Corp | 3,462,972 | $79.9M | 0.01% | −248,088−6.7% | Reduced |
| Morgan Stanley | 3,770,214 | $86.9M | 0.01% | +1,815,283+92.9% | Added |
| FMR LLC | 4,779,734 | $110.2M | 0.01% | +151,998+3.3% | Added |
| JPMorgan Chase & Co | 5,084,759 | $117.3M | 0.02% | −15,033−0.3% | Reduced |
| Geode Capital Management, LLC | 6,781,365 | $156.0M | 0.02% | +226,779+3.5% | Added |
| Massachusetts Financial Services Co | 6,885,735 | $158.8M | 0.05% | −959,019−12.2% | Reduced |
| Dimensional Fund Advisors LP | 8,935,376 | $206.1M | 0.06% | +58,590+0.7% | Added |
| State Street Corp | 16,689,975 | $384.9M | 0.02% | −395,491−2.3% | Reduced |
| BlackRock Inc. | 37,980,845 | $875.8M | 0.02% | +2,297,862+6.4% | Added |
| Vanguard Group Inc | 52,105,335 | $1.20B | 0.03% | +6,384,917+14.0% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 54,034,034 | $1.40B | 23.52% | +8,560,175+18.8% | Added |
| Itau Unibanco Holding S.A. | 44,500 | – | – | +44,500 | New |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,427,216−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,127,261−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −978,566−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −961,219−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −461,338−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −414,065−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −346,862−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −332,500−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −273,454−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −205,482−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −204,881−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −192,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −159,794−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −150,586−100.0% | Sold out |
| Price Michael F | 0 | $0 | 0.00% | −110,300−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −105,737−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −100,811−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −90,300−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −85,603−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −78,969−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −69,104−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −64,613−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −56,851−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −21,418−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −51,258−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −44,454−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −39,638−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −38,962−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −38,849−100.0% | Sold out |
| People's United Financial, Inc. | 0 | $0 | 0.00% | −35,285−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −34,887−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −34,649−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −32,812−100.0% | Sold out |
| Credit Capital Investments LLC | 0 | $0 | 0.00% | −28,273−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −26,003−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −25,236−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −19,234−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −18,586−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,895−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −15,835−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −15,220−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −14,666−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −14,274−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −14,208−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −13,671−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −13,678−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −12,726−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,627−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −12,303−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −12,097−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,080−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −11,312−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,529−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −10,429−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,150−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −8,823−100.0% | Sold out |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −8,769−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −8,738−100.0% | Sold out |
| Paragon Capital Management Ltd | 0 | $0 | 0.00% | −8,064−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −6,256−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −5,617−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,767−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −1,653−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −166−100.0% | Sold out |