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, Q2 2022
Institutional positions in Invesco Ltd. as of Jun 30, 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
- 521
- +7 vs. Q1 2022
- Shares held
- 300.4M
- +1.48M (+0.5%) vs. Q1 2022
- Total value
- $4.85B
- −$2.20B (−31.2%) vs. Q1 2022
- New holders
- 66
- 203 more added
- Sold out
- 59
- 173 more reduced
12 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ci Investments Inc. | 25 | $0 | 0.00% | +1+4.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 29 | $0 | 0.00% | +1+3.6% | Added |
| Proequities, Inc. | 2 | $0 | 0.00% | +2 | New |
| Surevest, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 11 | $0 | 0.00% | +11 | New |
| Lee Financial Co | 14 | $0 | 0.00% | +14 | New |
| ACG Wealth | 6 | $0 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 15 | $0 | 0.00% | +15 | New |
| Steward Financial Group LLC | 19 | $0 | 0.00% | +19 | New |
| Oliver Lagore Vanvalin Investment Group | 17 | $0 | 0.00% | +17 | New |
| Sutton Wealth Advisors Inc. | 13 | $210 | 0.00% | +6+85.7% | Added |
| Kelly Financial Services LLC | 24 | $387 | 0.00% | +24 | New |
| Eagle Bay Advisors LLC | 33 | $532 | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 34 | $548 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 85 | $1.00K | 0.00% | −223−72.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 70 | $1.00K | 0.00% | −69−49.6% | Reduced |
| Disciplined Investments, LLC | 48 | $1.00K | 0.00% | −22−31.4% | Reduced |
| Adirondack Trust Co | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 33 | $1.00K | 0.00% | −31−48.4% | Reduced |
| Baystate Wealth Management LLC | 37 | $1.00K | 0.00% | +1+2.8% | Added |
| Bogart Wealth, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 47 | $1.00K | 0.00% | −13−21.7% | Reduced |
| Carolinas Wealth Consulting LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 77 | $1.00K | 0.00% | +56+266.7% | Added |
| Selective Wealth Management, Inc. | 83 | $1.00K | 0.00% | +83 | New |
| TSFG, LLC | 57 | $1.00K | 0.00% | +57 | New |
| Dark Forest Capital Management LP | 52 | $1.00K | 0.00% | +52 | New |
| GW&K Investment Management, LLC | 130 | $2.00K | 0.00% | −100−43.5% | Reduced |
| PSI Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 108 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 102 | $2.00K | 0.00% | +57+126.7% | Added |
| Chilton Capital Management LLC | 109 | $2.00K | 0.00% | +109 | New |
| Ronald Blue Trust, Inc. | 101 | $2.00K | 0.00% | +101 | New |
| Bell Investment Advisors, Inc | 101 | $2.00K | 0.00% | +101 | New |
| Sugarloaf Wealth Management, LLC | 970 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 156 | $3.00K | 0.00% | −553−78.0% | Reduced |
| Farmers & Merchants Investments Inc | 214 | $3.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 197 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 187 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 171 | $3.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $3.00K | 0.00% | +171 | New |
| Cribstone Capital Management, LLC | 162 | $3.00K | 0.00% | +162 | New |
| Geneos Wealth Management Inc. | 221 | $3.00K | 0.00% | +221 | New |
| Heritage Wealth Advisors | 245 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 250 | $4.00K | 0.00% | +162+184.1% | Added |
| MV Capital Management, Inc. | 248 | $4.00K | 0.00% | +165+198.8% | Added |
| Spire Wealth Management | 220 | $4.00K | 0.00% | +220 | New |
| Venture Visionary Partners LLC | 296 | $4.77K | 0.00% | +296 | New |
| CVA Family Office, LLC | 290 | $5.00K | 0.00% | −580−66.7% | Reduced |
| First Community Trust NA | 306 | $5.00K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 371 | $6.00K | 0.00% | −305−45.1% | Reduced |
| JJJ Advisors Inc. | 348 | $6.00K | 0.00% | −325−48.3% | Reduced |
| Lindbrook Capital, LLC | 367 | $6.00K | 0.00% | −198−35.0% | Reduced |
| GHP Investment Advisors, Inc. | 376 | $6.00K | 0.00% | +376 | New |
| BerganKDV Wealth Management, LLC | 460 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 450 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 405 | $7.00K | 0.00% | +405 | New |
| Umb Bank N A | 480 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 459 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 467 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 494 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 470 | $8.00K | 0.01% | +371+374.7% | Added |
| CX Institutional | 484 | $8.00K | 0.00% | +484 | New |
| Castle Wealth Management LLC | 508 | $8.00K | 0.00% | +508 | New |
| JFS Wealth Advisors, LLC | 569 | $9.00K | 0.00% | −250−30.5% | Reduced |
| Massmutual Trust Co FSB | 534 | $9.00K | 0.00% | +198+58.9% | Added |
| Benjamin Edwards Inc | 557 | $9.00K | 0.00% | +256+85.0% | Added |
| Oakworth Capital, Inc. | 648 | $10.0K | 0.00% | −239−26.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $10.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 710 | $11.0K | 0.00% | +216+43.7% | Added |
| Whittier Trust Co | 763 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 750 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 734 | $12.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 825 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 807 | $13.0K | 0.00% | +143+21.5% | Added |
| Caldwell Trust Co | 847 | $13.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,010 | $16.0K | 0.00% | −46−4.4% | Reduced |
| Rosenberg Matthew Hamilton | 950 | $16.0K | 0.01% | +480+102.1% | Added |
| Ellis Investment Partners, LLC | 1,000 | $16.0K | 0.00% | +1,000 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,070 | $17.0K | 0.00% | −781−42.2% | Reduced |
| Federated Hermes, Inc. | 1,027 | $17.0K | 0.00% | −270−20.8% | Reduced |
| Avondale Wealth Management | 1,050 | $17.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,051 | $17.0K | 0.00% | +1,051 | New |
| Capital Analysts, LLC | 1,136 | $18.0K | 0.00% | −288−20.2% | Reduced |
| Parkside Financial Bank & Trust | 1,107 | $18.0K | 0.01% | −23−2.0% | Reduced |
| Creative Planning | 1,210 | $20.0K | 0.00% | −8,026−86.9% | Reduced |
| Private Trust Co NA | 1,267 | $20.0K | 0.00% | +1,267 | New |
| Ossiam | 1,221 | $20.0K | 0.00% | +1,221 | New |
| Professional Financial Advisors, LLC | 1,331 | $21.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,294 | $21.0K | 0.01% | +13+1.0% | Added |
| TD Waterhouse Canada Inc. | 1,000 | $21.2K | 0.00% | −9,560−90.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,390 | $22.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,350 | $22.0K | 0.00% | 00.0% | Unchanged |