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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1,384 | $22.0K | 0.00% | −19−1.4% | Reduced |
| DuPont Capital Management Corp | 1,421 | $23.0K | 0.00% | −228−13.8% | Reduced |
| Quent Capital, LLC | 1,413 | $23.0K | 0.00% | −222−13.6% | Reduced |
| McIlrath & Eck, LLC | 1,434 | $23.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,462 | $24.0K | 0.00% | +57+4.1% | Added |
| Asset Dedication, LLC | 1,700 | $27.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $27.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,750 | $28.0K | 0.00% | +1,750 | New |
| Concord Wealth Partners | 1,831 | $30.0K | 0.01% | −109−5.6% | Reduced |
| AdvisorNet Financial, Inc | 1,955 | $32.0K | 0.00% | −925−32.1% | Reduced |
| Sandy Spring Bank | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,995 | $32.0K | 0.00% | +1,995 | New |
| Private Capital Group, LLC | 2,095 | $34.0K | 0.03% | −121−5.5% | Reduced |
| American Portfolios Advisors | 2,230 | $36.0K | 0.00% | +632+39.5% | Added |
| Sentry Investment Management LLC | 2,238 | $36.0K | 0.02% | +2,238 | New |
| TCI Wealth Advisors, Inc. | 2,619 | $42.0K | 0.01% | −17−0.6% | Reduced |
| Silvant Capital Management LLC | 2,649 | $43.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,684 | $43.0K | 0.00% | +1,947+264.2% | Added |
| Riverview Trust Co | 2,999 | $48.0K | 0.04% | +2,999 | New |
| Quadrant Capital Group LLC | 3,289 | $53.0K | 0.01% | +1,642+99.7% | Added |
| NVWM, LLC | 3,425 | $55.0K | 0.02% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3,430 | $56.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,555 | $57.3K | 0.00% | −214−5.7% | Reduced |
| Prospera Financial Services Inc | 3,892 | $63.0K | 0.00% | −818−17.4% | Reduced |
| Deseret Mutual Benefit Administrators | 4,033 | $65.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 4,429 | $71.0K | 0.00% | −1,227−21.7% | Reduced |
| Ellevest, Inc. | 4,506 | $73.0K | 0.01% | +2,385+112.4% | Added |
| Ameritas Investment Partners, Inc. | 4,598 | $74.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,663 | $75.0K | 0.02% | +4,075+693.0% | Added |
| Northwest Investment Counselors, LLC | 4,897 | $79.0K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,300 | $85.0K | 0.04% | 00.0% | Unchanged |
| Van Eck Associates Corp | 5,630 | $91.0K | 0.00% | +1,405+33.3% | Added |
| Harvest Fund Management Co., Ltd | 6,580 | $106.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,750 | $109.0K | 0.01% | +1,703+33.7% | Added |
| CWM, LLC | 6,834 | $110.0K | 0.00% | +1,413+26.1% | Added |
| Fieldpoint Private Securities, LLC | 7,032 | $113.0K | 0.03% | −440−5.9% | Reduced |
| MUFG Americas Holdings Corp | 7,041 | $114.0K | 0.00% | −3,415−32.7% | Reduced |
| Banque Cantonale Vaudoise | 7,504 | $121.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 7,691 | $124.0K | 0.00% | +199+2.7% | Added |
| Assetmark, Inc | 8,361 | $135.0K | 0.00% | +6,581+369.7% | Added |
| Fukoku Mutual Life Insurance Co | 8,630 | $139.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 9,384 | $151.0K | 0.10% | +2,703+40.5% | Added |
| Belpointe Asset Management LLC | 9,431 | $152.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 9,664 | $156.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 10,148 | $164.0K | 0.00% | +631+6.6% | Added |
| Synovus Financial Corp | 10,302 | $165.0K | 0.00% | +19+0.2% | Added |
| Ieq Capital, LLC | 10,234 | $165.0K | 0.00% | +1,340+15.1% | Added |
| Ford Financial Group, LLC | 10,367 | $167.0K | 0.07% | +28+0.3% | Added |
| Cerity Partners LLC | 10,472 | $169.0K | 0.00% | +10,472 | New |
| Pacer Advisors, Inc. | 10,546 | $170.0K | 0.00% | −324,640−96.9% | Reduced |
| Clear Street Markets LLC | 10,605 | $171.0K | 0.06% | +365+3.6% | Added |
| Fayez Sarofim & Co | 10,691 | $172.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 10,798 | $174.0K | 0.05% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 10,768 | $174.0K | 0.07% | +580+5.7% | Added |
| Moors & Cabot, Inc. | 10,780 | $174.0K | 0.01% | +1,510+16.3% | Added |
| Keybank National Association | 11,115 | $179.0K | 0.00% | +2,429+28.0% | Added |
| Carolina Wealth Advisors, LLC | 11,327 | $183.0K | 0.12% | +1,874+19.8% | Added |
| Paragon Capital Management Ltd | 11,364 | $183.0K | 0.05% | +11,364 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,504 | $186.0K | 0.02% | +1,430+14.2% | Added |
| Greenleaf Trust | 11,568 | $187.0K | 0.00% | +1,088+10.4% | Added |
| Forum Financial Management, LP | 11,565 | $187.0K | 0.01% | +1,136+10.9% | Added |
| Coldstream Capital Management Inc | 11,646 | $188.0K | 0.01% | +11,646 | New |
| Commerce Bank | 11,804 | $191.0K | 0.00% | +1,598+15.7% | Added |
| Retirement Planning Co of New England, Inc. | 11,875 | $191.0K | 0.13% | +2,488+26.5% | Added |
| Tower Research Capital LLC (TRC) | 11,995 | $193.0K | 0.00% | −49,242−80.4% | Reduced |
| Sciencast Management LP | 10,902 | $193.0K | 0.04% | +10,902 | New |
| Keystone Financial Group | 12,135 | $196.0K | 0.04% | +34+0.3% | Added |
| Prudential PLC | 12,152 | $196.0K | 0.00% | +299+2.5% | Added |
| MQS Management LLC | 12,138 | $196.0K | 0.13% | +12,138 | New |
| Centennial Wealth Advisory LLC | 12,138 | $196.0K | 0.11% | +12,138 | New |
| William Blair Investment Management, LLC | 12,269 | $198.0K | 0.00% | −7,282−37.2% | Reduced |
| Fifth Third Bancorp | 12,306 | $198.0K | 0.00% | +2,360+23.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 12,509 | $202.0K | 0.00% | −27,491−68.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 12,487 | $202.0K | 0.02% | −5,100−29.0% | Reduced |
| United Services Automobile Association | 12,496 | $202.0K | 0.01% | +12,496 | New |
| Running Point Capital Advisors, LLC | 13,045 | $210.0K | 0.13% | −211−1.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,411 | $216.0K | 0.02% | −1,725−11.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,581 | $219.0K | 0.00% | +1,357+11.1% | Added |
| Bayesian Capital Management, LP | 13,600 | $219.0K | 0.04% | +13,600 | New |
| APG Asset Management N.V. | 14,531 | $224.0K | 0.00% | −3,300−18.5% | Reduced |
| Investors Asset Management of Georgia Inc | 13,883 | $224.0K | 0.12% | +610+4.6% | Added |
| Paloma Partners Management Co | 14,200 | $229.0K | 0.02% | +14,200 | New |
| Kestra Private Wealth Services, LLC | 14,302 | $231.0K | 0.01% | −1,901−11.7% | Reduced |
| Verdence Capital Advisors LLC | 14,387 | $232.0K | 0.03% | +644+4.7% | Added |
| Novare Capital Management LLC | 14,500 | $234.0K | 0.03% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,659 | $236.0K | 0.04% | +1,785+13.9% | Added |
| Twin Tree Management, LP | 14,699 | $237.0K | 0.00% | −29,535−66.8% | Reduced |
| Jane Street Group, LLC | 14,787 | $238.0K | 0.00% | −14,370−49.3% | Reduced |
| Brewin Dolphin Ltd | 14,727 | $238.0K | 0.01% | −500−3.3% | Reduced |
| Carret Asset Management, LLC | 14,800 | $239.0K | 0.03% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 14,846 | $240.0K | 0.02% | −5,910−28.5% | Reduced |
| Beacon Pointe Advisors, LLC | 14,938 | $242.0K | 0.01% | −5,619−27.3% | Reduced |
| Pathstone Family Office, LLC | 15,098 | $243.6K | 0.01% | +705+4.9% | Added |
| Signaturefd, LLC | 15,152 | $244.0K | 0.01% | +2,669+21.4% | Added |
| Sigma Planning Corp | 15,384 | $248.0K | 0.01% | +191+1.3% | Added |
| Toroso Investments, LLC | 15,982 | $258.0K | 0.01% | +2,472+18.3% | Added |
| Beacon Investment Advisory Services, Inc. | 16,058 | $259.0K | 0.01% | −31−0.2% | Reduced |
| Purus Wealth Management, LLC | 16,115 | $260.0K | 0.23% | +158+1.0% | Added |
| LSV Asset Management | 16,200 | $261.0K | 0.00% | −5,300−24.7% | Reduced |
| M&T Bank Corp | 19,553 | $262.0K | 0.00% | +3,691+23.3% | Added |