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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 7,504 | $173.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7,492 | $173.0K | 0.00% | +868+13.1% | Added |
| Fieldpoint Private Securities, LLC | 7,472 | $172.0K | 0.04% | +275+3.8% | Added |
| Horan Securities, Inc. | 7,280 | $168.0K | 0.10% | +714+10.9% | Added |
| First National Bank of South Miami | 6,681 | $154.0K | 0.09% | +1,362+25.6% | Added |
| Harvest Fund Management Co., Ltd | 6,580 | $151.0K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,164 | $142.0K | 0.00% | −19,312−75.8% | Reduced |
| Huntington National Bank | 5,656 | $130.0K | 0.00% | −9−0.2% | Reduced |
| CWM, LLC | 5,421 | $125.0K | 0.00% | −500−8.4% | Reduced |
| Optimum Investment Advisors | 5,300 | $122.0K | 0.05% | −500−8.6% | Reduced |
| Parallel Advisors, LLC | 5,047 | $118.0K | 0.00% | −466−8.5% | Reduced |
| Northwest Investment Counselors, LLC | 4,897 | $113.0K | 0.03% | −470−8.8% | Reduced |
| Capstone Investment Advisors, LLC | 4,788 | $110.0K | 0.00% | −75,305−94.0% | Reduced |
| Prospera Financial Services Inc | 4,710 | $109.0K | 0.00% | +4,710 | New |
| Ameritas Investment Partners, Inc. | 4,598 | $106.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 4,225 | $97.0K | 0.00% | +4,225 | New |
| Deseret Mutual Benefit Administrators | 4,033 | $93.0K | 0.02% | −828−17.0% | Reduced |
| TD Private Client Wealth LLC | 3,769 | $86.9K | 0.00% | +405+12.0% | Added |
| Longfellow Investment Management Co LLC | 3,430 | $80.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 3,425 | $79.0K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 3,009 | $69.0K | 0.03% | +2,165+256.5% | Added |
| AdvisorNet Financial, Inc | 2,880 | $66.0K | 0.00% | +35+1.2% | Added |
| TCI Wealth Advisors, Inc. | 2,636 | $61.0K | 0.01% | −368−12.3% | Reduced |
| Silvant Capital Management LLC | 2,649 | $61.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,400 | $55.3K | 0.02% | +2,400 | New |
| Private Capital Group, LLC | 2,216 | $51.0K | 0.01% | −46−2.0% | Reduced |
| Ellevest, Inc. | 2,121 | $49.0K | 0.00% | −939−30.7% | Reduced |
| Howe & Rusling Inc | 2,056 | $47.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,940 | $45.0K | 0.01% | −13−0.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,851 | $43.0K | 0.01% | −2,522−57.7% | Reduced |
| Assetmark, Inc | 1,780 | $41.0K | 0.00% | +1,780 | New |
| Asset Dedication, LLC | 1,700 | $39.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $39.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,635 | $38.0K | 0.01% | −19,893−92.4% | Reduced |
| DuPont Capital Management Corp | 1,649 | $38.0K | 0.00% | −372−18.4% | Reduced |
| Quadrant Capital Group LLC | 1,647 | $38.0K | 0.00% | −350−17.5% | Reduced |
| American Portfolios Advisors | 1,598 | $36.9K | 0.00% | +785+96.6% | Added |
| Capital Analysts, LLC | 1,424 | $33.0K | 0.00% | +85+6.3% | Added |
| McIlrath & Eck, LLC | 1,434 | $33.0K | 0.01% | +154+12.0% | Added |
| MCF Advisors LLC | 1,405 | $32.0K | 0.00% | +153+12.2% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,390 | $32.0K | 0.03% | +1,390 | New |
| Professional Financial Advisors, LLC | 1,331 | $31.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,350 | $31.0K | 0.00% | +1,350 | New |
| Federated Hermes, Inc. | 1,297 | $30.0K | 0.00% | −8,376−86.6% | Reduced |
| O'Dell Group, LLC | 1,281 | $30.0K | 0.01% | +11+0.9% | Added |
| Parkside Financial Bank & Trust | 1,130 | $26.0K | 0.01% | +92+8.9% | Added |
| Global Retirement Partners, LLC | 1,403 | $26.0K | 0.00% | +1,403 | New |
| Avondale Wealth Management | 1,050 | $24.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,056 | $24.0K | 0.00% | +1,056 | New |
| Clear Investment Research, LLC | 1,000 | $23.0K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 970 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 952 | $22.0K | 0.01% | +137+16.8% | Added |
| Oakworth Capital, Inc. | 887 | $21.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 870 | $20.0K | 0.00% | +690+383.3% | Added |
| Caldwell Trust Co | 847 | $19.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 825 | $19.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 819 | $19.0K | 0.00% | +217+36.0% | Added |
| Whittier Trust Co | 763 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 737 | $17.0K | 0.00% | −2,136−74.3% | Reduced |
| Salem Investment Counselors Inc | 750 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 734 | $17.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 709 | $16.0K | 0.00% | −3,903−84.6% | Reduced |
| JJJ Advisors Inc. | 673 | $16.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 676 | $16.0K | 0.00% | +676 | New |
| Evoke Wealth, LLC | 664 | $15.0K | 0.00% | −4−0.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $14.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 588 | $14.0K | 0.00% | +86+17.1% | Added |
| Lindbrook Capital, LLC | 565 | $13.0K | 0.00% | +365+182.5% | Added |
| TD Ameritrade Investment Management, LLC | 550 | $13.0K | 0.00% | +550 | New |
| Zions Bancorporation, N.A. | 494 | $11.0K | 0.00% | −50−9.2% | Reduced |
| Umb Bank N A | 480 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 459 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 460 | $11.0K | 0.00% | −20−4.2% | Reduced |
| First Bank & Trust | 467 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 494 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 470 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 450 | $10.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 366 | $8.00K | 0.00% | −40−9.9% | Reduced |
| Massmutual Trust Co FSB | 336 | $8.00K | 0.00% | +221+192.2% | Added |
| Lazard Asset Management LLC | 308 | $7.00K | 0.00% | −42−12.0% | Reduced |
| First Community Trust NA | 306 | $7.00K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 301 | $7.00K | 0.00% | +2+0.7% | Added |
| Tarbox Family Office, Inc. | 260 | $6.00K | 0.00% | −407−61.0% | Reduced |
| Heritage Wealth Advisors | 245 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 214 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 230 | $5.00K | 0.00% | +230 | New |
| American National Bank | 197 | $5.00K | 0.00% | +197 | New |
| Earnest Partners LLC | 187 | $4.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 171 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 179 | $4.00K | 0.00% | +179 | New |
| Citizens National Bank Trust Department | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 139 | $3.00K | 0.00% | +139 | New |
| Cordant, Inc. | 126 | $3.00K | 0.00% | +126 | New |
| Brown Brothers Harriman & Co | 88 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $2.00K | 0.00% | +12+16.9% | Added |
| PSI Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 99 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 108 | $2.00K | 0.00% | 00.0% | Unchanged |