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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 67,565 | $1.56M | 0.02% | −890−1.3% | Reduced |
| The PNC Financial Services Group, Inc. | 66,102 | $1.52M | 0.00% | +568+0.9% | Added |
| Blair William & Co | 64,802 | $1.49M | 0.01% | +3,241+5.3% | Added |
| Brandywine Global Investment Management, LLC | 64,072 | $1.48M | 0.01% | −513,148−88.9% | Reduced |
| HighTower Advisors, LLC | 62,180 | $1.43M | 0.00% | −2,753−4.2% | Reduced |
| Tower Research Capital LLC (TRC) | 61,237 | $1.41M | 0.01% | +25,006+69.0% | Added |
| State of Tennessee, Treasury Department | 61,023 | $1.41M | 0.01% | −94,358−60.7% | Reduced |
| Gulf International Bank (UK) Ltd | 60,175 | $1.39M | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 59,378 | $1.37M | 0.02% | −1,100−1.8% | Reduced |
| Pendal Group Limited | 57,931 | $1.34M | 0.01% | +57,931 | New |
| Elo Mutual Pension Insurance Co | 56,455 | $1.30M | 0.04% | +30,716+119.3% | Added |
| Integrated Advisors Network LLC | 56,135 | $1.29M | 0.08% | +56,135 | New |
| ING Groep NV | 54,147 | $1.25M | 0.01% | +9,602+21.6% | Added |
| British Columbia Investment Management Corp | 53,402 | $1.23M | 0.01% | −7,426−12.2% | Reduced |
| Mariner, LLC | 52,729 | $1.22M | 0.00% | +21,156+67.0% | Added |
| Bridgewater Associates, LP | 51,802 | $1.20M | 0.00% | −29,314−36.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 49,466 | $1.14M | 0.00% | +9,755+24.6% | Added |
| Horizon Investments, LLC | 49,608 | $1.13M | 0.03% | +11,087+28.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,854 | $1.13M | 0.01% | −4,451−8.4% | Reduced |
| State of Alaska, Department of Revenue | 48,016 | $1.11M | 0.01% | −1,385−2.8% | Reduced |
| 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 |
| Aviva PLC | 47,718 | $1.10M | 0.01% | +22,027+85.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 45,665 | $1.05M | 0.01% | +2,827+6.6% | Added |
| Wealthcare Advisory Partners LLC | 45,522 | $1.05M | 0.06% | −398−0.9% | Reduced |
| Mutual of America Capital Management LLC | 45,546 | $1.05M | 0.01% | +481+1.1% | Added |
| Estate Counselors, LLC | 44,472 | $1.02M | 0.13% | 00.0% | Unchanged |
| Texas Permanent School Fund | 44,268 | $1.02M | 0.01% | −2,807−6.0% | Reduced |
| Twin Tree Management, LP | 44,234 | $1.02M | 0.02% | +34,762+367.0% | Added |
| 1832 Asset Management L.P. | 44,386 | $1.01M | 0.00% | +44,386 | New |
| Aigen Investment Management, LP | 43,269 | $998.0K | 0.17% | −17,565−28.9% | Reduced |
| Disciplined Equity Management, Inc. | 43,275 | $998.0K | 1.00% | +1,770+4.3% | Added |
| Janney Montgomery Scott LLC | 42,945 | $990.0K | 0.00% | −5,630−11.6% | Reduced |
| US Bancorp | 42,952 | $989.0K | 0.00% | +15,852+58.5% | Added |
| Comerica Bank | 45,050 | $979.0K | 0.01% | −644−1.4% | Reduced |
| Polianta Ltd | 42,100 | $970.0K | 0.64% | −15,000−26.3% | Reduced |
| Quantinno Capital Management LP | 41,988 | $968.0K | 0.15% | +24,936+146.2% | Added |
| Connectus Wealth, LLC | 41,008 | $944.0K | 0.03% | −465−1.1% | Reduced |
| Franklin Resources Inc | 40,088 | $924.0K | 0.00% | −60,043−60.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 40,000 | $922.0K | 0.00% | −14,500−26.6% | Reduced |
| Nissay Asset Management Corp | 39,652 | $914.0K | 0.01% | +665+1.7% | Added |
| Buckley Wealth Management, LLC | 39,135 | $902.0K | 0.24% | +5,545+16.5% | Added |
| Westpac Banking Corp | 38,953 | $898.3K | 0.01% | +18,662+92.0% | Added |
| CIBC Asset Management Inc | 38,386 | $885.0K | 0.00% | +336+0.9% | Added |
| Caas Capital Management LP | 38,209 | $881.0K | 0.16% | +32,822+609.3% | Added |
| IFG Advisory, LLC | 38,049 | $877.0K | 0.09% | −2,024−5.1% | Reduced |
| National Bank of Canada | 38,855 | $874.0K | 0.00% | +1,424+3.8% | Added |
| D.A. Davidson & Co. | 37,245 | $859.0K | 0.01% | −8,230−18.1% | Reduced |
| Advisor Partners LLC | 36,516 | $842.0K | 0.05% | −8,293−18.5% | Reduced |
| Mercer Global Advisors Inc | 36,317 | $837.0K | 0.00% | +1,271+3.6% | Added |
| Portland Investment Counsel Inc. | 35,983 | $830.0K | 0.44% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 35,748 | $824.0K | 0.00% | +15,173+73.7% | Added |
| United Capital Financial Advisers, LLC | 35,638 | $822.0K | 0.00% | −3,254−8.4% | Reduced |
| Avestar Capital, LLC | 35,404 | $816.0K | 0.15% | +8,707+32.6% | Added |
| USS Investment Management Ltd | 34,832 | $803.0K | 0.01% | −51,346−59.6% | Reduced |
| Public Employees Retirement Association of Colorado | 34,624 | $798.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 33,836 | $780.0K | 0.01% | −223,435−86.8% | Reduced |
| Investors Research Corp | 33,800 | $779.0K | 0.22% | +725+2.2% | Added |
| Vontobel Holding Ltd. | 33,151 | $777.0K | 0.01% | −246−0.7% | Reduced |
| Caz Investments LP | 33,200 | $766.0K | 1.20% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27,321 | $762.0K | 0.01% | +17,287+172.3% | Added |
| Hilltop Holdings Inc. | 32,917 | $759.0K | 0.09% | +2,510+8.3% | Added |
| JustInvest LLC | 32,929 | $759.0K | 0.04% | +23,491+248.9% | Added |
| Balentine LLC | 32,566 | $751.0K | 0.03% | +32,566 | New |
| Crossmark Global Holdings, Inc. | 32,441 | $748.0K | 0.02% | −3,589−10.0% | Reduced |
| Hartford Investment Management Co | 32,192 | $742.0K | 0.02% | −2,486−7.2% | Reduced |
| Neuberger Berman Group LLC | 31,748 | $735.0K | 0.00% | +9,306+41.5% | Added |
| Snowden Capital Advisors LLC | 31,420 | $724.0K | 0.03% | +26,069+487.2% | Added |
| Stephens Inc | 30,963 | $714.0K | 0.01% | −3,972−11.4% | Reduced |
| Cetera Advisor Networks LLC | 29,943 | $690.0K | 0.01% | +1,302+4.5% | Added |
| Old National Bancorp | 29,697 | $685.0K | 0.03% | −4,042−12.0% | Reduced |
| Jane Street Group, LLC | 29,157 | $673.0K | 0.00% | +7,095+32.2% | Added |
| Erste Asset Management GmbH | 28,705 | $672.3K | 0.01% | +14,291+99.1% | Added |
| Group One Trading, L.P. | 28,490 | $657.0K | 0.01% | +28,490 | New |
| Cetera Advisors LLC | 27,812 | $641.0K | 0.01% | +2,120+8.3% | Added |
| Securian Asset Management, Inc | 27,571 | $636.0K | 0.01% | −606−2.2% | Reduced |
| Element Wealth, LLC | 25,443 | $587.0K | 0.47% | −1,307−4.9% | Reduced |
| Maryland State Retirement & Pension System | 25,411 | $586.0K | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 24,748 | $571.0K | 0.03% | −420−1.7% | Reduced |
| Seeyond | 24,729 | $570.0K | 0.06% | −259−1.0% | Reduced |
| Oppenheimer Asset Management Inc. | 24,555 | $566.0K | 0.01% | +530+2.2% | Added |
| Diversified Trust Co | 24,409 | $563.0K | 0.02% | +24,409 | New |
| Equitable Holdings, Inc. | 24,160 | $557.0K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 24,124 | $556.0K | 0.01% | −959,959−97.5% | Reduced |
| Stratos Wealth Partners, LTD. | 24,049 | $555.0K | 0.01% | +2,248+10.3% | Added |
| Strategic Wealth Advisors Group, LLC | 23,660 | $541.0K | 0.02% | −2,542−9.7% | Reduced |
| Rockefeller Capital Management L.P. | 23,290 | $537.0K | 0.00% | −275−1.2% | Reduced |
| Baldrige Asset Management LLC | 22,129 | $510.0K | 0.21% | 00.0% | Unchanged |
| Xponance, Inc. | 21,938 | $506.0K | 0.01% | −122−0.6% | Reduced |
| Kentucky Retirement Systems | 21,754 | $502.0K | 0.02% | +793+3.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 21,701 | $500.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 21,596 | $498.0K | 0.00% | +625+3.0% | Added |
| LSV Asset Management | 21,500 | $496.0K | 0.00% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 21,382 | $493.0K | 0.01% | −6,177−22.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,150 | $488.0K | 0.02% | +21,150 | New |
| Nordea Investment Management AB | 20,509 | $486.0K | 0.00% | +1,066+5.5% | Added |
| Metropolitan Life Insurance Co | 21,061 | $485.7K | 0.02% | −17,791−45.8% | Reduced |
| Ethic Inc. | 20,834 | $480.0K | 0.03% | −3,452−14.2% | Reduced |
| Corient Capital Partners, LLC | 20,756 | $479.0K | 0.03% | +2,844+15.9% | Added |
| Beacon Pointe Advisors, LLC | 20,557 | $474.0K | 0.01% | +5,890+40.2% | Added |