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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 20,500 | $473.0K | 0.09% | −199−1.0% | Reduced |
| Louisiana State Employees Retirement System | 21,500 | $467.0K | 0.01% | +100+0.5% | Added |
| Eagle Rock Investment Company, LLC | 20,175 | $465.0K | 0.10% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 20,080 | $463.0K | 0.26% | +4,715+30.7% | Added |
| New Mexico Educational Retirement Board | 19,814 | $457.0K | 0.02% | −1,000−4.8% | Reduced |
| Millennium Management LLC | 19,547 | $451.0K | 0.00% | −2,925,660−99.3% | Reduced |
| William Blair Investment Management, LLC | 19,551 | $451.0K | 0.00% | +1,020+5.5% | Added |
| Canada Pension Plan Investment Board | 19,246 | $443.0K | 0.00% | −1,020,824−98.1% | Reduced |
| Meeder Asset Management Inc | 18,414 | $424.0K | 0.02% | +18,414 | New |
| Raymond James Financial Services Advisors, Inc. | 17,897 | $413.0K | 0.00% | −6,055−25.3% | Reduced |
| Visionary Wealth Advisors | 17,866 | $412.0K | 0.03% | +866+5.1% | Added |
| Winfield Associates, Inc. | 17,825 | $411.0K | 0.15% | +730+4.3% | Added |
| Neo Ivy Capital Management | 17,820 | $410.0K | 0.37% | +17,807+136,976.9% | Added |
| Lumina Fund Management LLC | 17,800 | $410.0K | 0.16% | +17,800 | New |
| Laurel Wealth Advisors, Inc. | 17,587 | $405.0K | 0.03% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 17,485 | $402.0K | 0.00% | −24,070−57.9% | Reduced |
| MML Investors Services, LLC | 17,190 | $396.0K | 0.00% | −190−1.1% | Reduced |
| Gibraltar Capital Management, Inc. | 16,925 | $390.0K | 0.16% | +16,925 | New |
| Proffitt & Goodson Inc | 16,829 | $388.0K | 0.07% | −669−3.8% | Reduced |
| Cetera Investment Advisers | 16,703 | $385.0K | 0.01% | −5,296−24.1% | Reduced |
| Unison Advisors LLC | 16,716 | $385.0K | 0.09% | +122+0.7% | Added |
| Savant Capital, LLC | 16,657 | $384.0K | 0.01% | +1,652+11.0% | Added |
| DGS Capital Management, LLC | 16,270 | $375.0K | 0.23% | +3,819+30.7% | Added |
| Kestra Private Wealth Services, LLC | 16,203 | $374.0K | 0.02% | −2,480−13.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16,089 | $371.0K | 0.02% | 00.0% | Unchanged |
| APG Asset Management N.V. | 17,831 | $370.0K | 0.00% | −107,300−85.8% | Reduced |
| Purus Wealth Management, LLC | 15,957 | $368.0K | 0.25% | +133+0.8% | Added |
| M&T Bank Corp | 15,862 | $366.0K | 0.00% | +1,046+7.1% | Added |
| 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 |
| ARGA Investment Management, LP | 15,407 | $355.3K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,262 | $352.0K | 0.00% | +329+2.2% | Added |
| Brewin Dolphin Ltd | 15,227 | $351.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 15,193 | $350.0K | 0.01% | +404+2.7% | Added |
| Dorsey & Whitney Trust CO LLC | 15,136 | $349.0K | 0.03% | −551−3.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,105 | $348.0K | 0.03% | −1,200−7.4% | Reduced |
| Employees Retirement System of Texas | 15,000 | $346.0K | 0.00% | +5,000+50.0% | Added |
| Natixis Investment Managers International | 14,968 | $345.0K | 0.01% | +14,968 | New |
| Carret Asset Management, LLC | 14,800 | $341.0K | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,536 | $335.0K | 0.00% | +4,176+40.3% | Added |
| Novare Capital Management LLC | 14,500 | $334.0K | 0.04% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 14,393 | $332.0K | 0.01% | +637+4.6% | Added |
| Norinchukin Bank, The | 14,024 | $323.0K | 0.00% | +2,560+22.3% | 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 |
| Toroso Investments, LLC | 13,510 | $312.0K | 0.01% | +1,177+9.5% | Added |
| 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 |
| Natixis Advisors, L.P. | 13,016 | $300.0K | 0.00% | −687−5.0% | Reduced |
| LVZ Advisors, Inc. | 12,874 | $297.0K | 0.04% | −530−4.0% | Reduced |
| Banque Pictet & Cie SA | 12,829 | $296.0K | 0.00% | +12,829 | New |
| Vident Investment Advisory, LLC | 12,586 | $290.0K | 0.01% | +1,190+10.4% | Added |
| Harfst & Associates, Inc. | 12,569 | $289.0K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 12,483 | $288.0K | 0.01% | +627+5.3% | Added |
| O'Shaughnessy Asset Management, LLC | 12,224 | $282.0K | 0.00% | +1,427+13.2% | Added |
| Keystone Financial Group | 12,101 | $279.0K | 0.05% | +1,560+14.8% | Added |
| Fulton Bank, N.A. | 12,015 | $277.0K | 0.01% | −394−3.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 11,873 | $274.0K | 0.02% | +2,630+28.5% | Added |
| Prudential PLC | 11,853 | $273.0K | 0.00% | +11,853 | New |
| Financial Advocates Investment Management | 11,688 | $269.0K | 0.02% | +11,688 | New |
| Leonteq Securities AG | 11,376 | $262.3K | 0.01% | −258−2.2% | Reduced |
| Cresset Asset Management, LLC | 11,358 | $262.0K | 0.00% | −23,159−67.1% | Reduced |
| Occudo Quantitative Strategies LP | 11,169 | $258.0K | 0.02% | +11,169 | New |
| Cooper Financial Group | 11,080 | $256.0K | 0.10% | −3,480−23.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,927 | $252.0K | 0.06% | −2,918−21.1% | Reduced |
| TD Waterhouse Canada Inc. | 10,560 | $251.8K | 0.00% | +3,630+52.4% | Added |
| Meridian Wealth Advisors, LLC | 10,798 | $249.0K | 0.06% | −5,077−32.0% | Reduced |
| Pitcairn Co | 10,747 | $248.0K | 0.02% | +277+2.6% | Added |
| Fayez Sarofim & Co | 10,691 | $247.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 10,480 | $242.0K | 0.00% | +10,480 | New |
| MUFG Americas Holdings Corp | 10,456 | $241.0K | 0.00% | −8,176−43.9% | Reduced |
| 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 |
| Ford Financial Group, LLC | 10,339 | $238.0K | 0.09% | +24+0.2% | Added |
| Synovus Financial Corp | 10,283 | $237.0K | 0.00% | +15+0.1% | Added |
| Clear Street Markets LLC | 10,240 | $236.0K | 0.07% | −10,796−51.3% | Reduced |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 10,074 | $232.0K | 0.02% | +895+9.8% | Added |
| Redpoint Investment Management Pty Ltd | 9,954 | $230.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Meiji Yasuda Life Insurance Co | 9,734 | $224.0K | 0.00% | −13,988−59.0% | Reduced |
| KBC Group NV | 9,664 | $223.0K | 0.00% | −13,863−58.9% | Reduced |
| Bessemer Group Inc | 9,517 | $220.0K | 0.00% | −2,715−22.2% | 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 |
| Belpointe Asset Management LLC | 9,431 | $217.0K | 0.01% | −882−8.6% | Reduced |
| 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 |
| Moors & Cabot, Inc. | 9,270 | $214.0K | 0.01% | +9,270 | New |
| Creative Planning | 9,236 | $213.0K | 0.00% | +415+4.7% | Added |
| 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 |
| Keybank National Association | 8,686 | $200.0K | 0.00% | −973−10.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,630 | $199.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 7,757 | $178.0K | 0.02% | +2,782+55.9% | Added |