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 |
|---|---|---|---|---|---|
| Old National Bancorp | 16,640 | $269.0K | 0.01% | −13,057−44.0% | Reduced |
| MML Investors Services, LLC | 16,669 | $269.0K | 0.00% | −521−3.0% | Reduced |
| Unison Advisors LLC | 16,837 | $271.0K | 0.07% | +121+0.7% | Added |
| Visionary Wealth Advisors | 16,868 | $272.0K | 0.02% | −998−5.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 16,872 | $272.0K | 0.02% | +1,767+11.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,902 | $273.0K | 0.02% | −7,846−31.7% | Reduced |
| Savant Capital, LLC | 17,189 | $277.0K | 0.01% | +532+3.2% | Added |
| Glenmede Trust Co NA | 17,668 | $284.0K | 0.00% | +183+1.0% | Added |
| Vident Investment Advisory, LLC | 17,793 | $287.0K | 0.01% | +5,207+41.4% | Added |
| Gibraltar Capital Management, Inc. | 17,824 | $288.0K | 0.14% | +899+5.3% | Added |
| Quantitative Investment Management, LLC | 17,884 | $288.0K | 0.04% | +17,884 | New |
| Proffitt & Goodson Inc | 17,940 | $289.0K | 0.06% | +1,111+6.6% | Added |
| Wolverine Trading, LLC | 17,981 | $296.0K | 0.01% | +17,981 | New |
| New Mexico Educational Retirement Board | 18,914 | $305.0K | 0.01% | −900−4.5% | Reduced |
| DGS Capital Management, LLC | 19,119 | $308.0K | 0.25% | +2,849+17.5% | Added |
| Pendal Group Limited | 19,286 | $311.0K | 0.00% | −38,645−66.7% | Reduced |
| Morningstar Investment Services LLC | 18,822 | $312.0K | 0.00% | +3,511+22.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,613 | $316.0K | 0.00% | +1,716+9.6% | Added |
| Panagora Asset Management Inc | 19,723 | $318.0K | 0.00% | −487,520−96.1% | Reduced |
| Mackenzie Financial Corp | 19,710 | $318.0K | 0.00% | +5,174+35.6% | Added |
| Harbour Investments, Inc. | 19,964 | $322.0K | 0.02% | +19,964 | New |
| Wealth Management Associates, Inc. | 20,080 | $323.9K | 0.22% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 20,175 | $325.0K | 0.08% | 00.0% | Unchanged |
| Norinchukin Bank, The | 20,279 | $327.0K | 0.01% | +6,255+44.6% | Added |
| Brasada Capital Management, LP | 20,250 | $327.0K | 0.07% | +20,250 | New |
| Metropolitan Life Insurance Co | 20,279 | $327.1K | 0.01% | −782−3.7% | Reduced |
| Captrust Financial Advisors | 20,445 | $330.0K | 0.00% | +5,183+34.0% | Added |
| Sowell Financial Services LLC | 21,100 | $340.0K | 0.03% | +635+3.1% | Added |
| NorthCrest Asset Manangement, LLC | 21,150 | $341.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 21,550 | $348.0K | 0.01% | +21,550 | New |
| Simplex Trading, LLC | 21,917 | $353.0K | 0.01% | +21,917 | New |
| CSS LLC | 22,000 | $355.0K | 0.02% | +22,000 | New |
| Baldrige Asset Management LLC | 22,129 | $357.0K | 0.16% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 22,143 | $357.0K | 0.00% | +547+2.5% | Added |
| Nordea Investment Management AB | 22,777 | $358.0K | 0.00% | +2,268+11.1% | Added |
| Louisiana State Employees Retirement System | 21,300 | $359.0K | 0.01% | −200−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 23,562 | $379.0K | 0.00% | +272+1.2% | Added |
| Natixis Investment Managers International | 23,744 | $382.0K | 0.01% | +8,776+58.6% | Added |
| Cetera Investment Advisers | 23,745 | $383.0K | 0.01% | +7,042+42.2% | Added |
| Oppenheimer Asset Management Inc. | 23,884 | $385.0K | 0.01% | −671−2.7% | Reduced |
| Stratos Wealth Partners, LTD. | 24,134 | $389.0K | 0.01% | +85+0.4% | Added |
| Equitable Holdings, Inc. | 24,160 | $390.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 24,661 | $398.0K | 0.01% | −3,829−13.4% | Reduced |
| Kentucky Retirement Systems | 24,991 | $403.0K | 0.02% | +3,237+14.9% | Added |
| Lumina Fund Management LLC | 25,000 | $403.0K | 0.20% | +7,200+40.4% | Added |
| Diversified Trust Co | 25,105 | $405.0K | 0.02% | +696+2.9% | Added |
| Element Wealth, LLC | 25,539 | $412.0K | 0.41% | +96+0.4% | Added |
| USS Investment Management Ltd | 25,590 | $413.0K | 0.00% | −9,242−26.5% | Reduced |
| Verition Fund Management LLC | 25,783 | $416.0K | 0.01% | −68,770−72.7% | Reduced |
| Prelude Capital Management, LLC | 26,176 | $422.0K | 0.02% | +26,176 | New |
| National Bank of Canada | 25,931 | $423.0K | 0.00% | −12,924−33.3% | Reduced |
| Balentine LLC | 26,305 | $424.0K | 0.02% | −6,261−19.2% | Reduced |
| Allstate Corp | 26,570 | $429.0K | 0.01% | +26,570 | New |
| Blueshift Asset Management, LLC | 26,579 | $429.0K | 0.07% | +26,579 | New |
| Elo Mutual Pension Insurance Co | 27,184 | $438.0K | 0.01% | −29,271−51.8% | Reduced |
| Securian Asset Management, Inc | 27,183 | $438.0K | 0.01% | −388−1.4% | Reduced |
| Neuberger Berman Group LLC | 27,269 | $442.0K | 0.00% | −4,479−14.1% | Reduced |
| Ethic Inc. | 27,761 | $448.0K | 0.03% | +6,927+33.2% | Added |
| United Capital Financial Advisers, LLC | 27,938 | $451.0K | 0.00% | −7,700−21.6% | Reduced |
| ARGI Investment Services, LLC | 28,026 | $452.0K | 0.02% | +6,644+31.1% | Added |
| Stephens Inc | 28,264 | $456.0K | 0.01% | −2,699−8.7% | Reduced |
| Meeder Asset Management Inc | 28,382 | $458.0K | 0.03% | +9,968+54.1% | Added |
| Maryland State Retirement & Pension System | 28,738 | $464.0K | 0.01% | +3,327+13.1% | Added |
| Cetera Advisors LLC | 28,842 | $465.0K | 0.01% | +1,030+3.7% | Added |
| ARGA Investment Management, LP | 29,228 | $471.4K | 0.03% | +13,821+89.7% | Added |
| IFP Advisors, Inc | 17,134 | $477.0K | 0.02% | −10,187−37.3% | Reduced |
| Cetera Advisor Networks LLC | 30,731 | $495.0K | 0.01% | +788+2.6% | Added |
| Trexquant Investment LP | 30,983 | $500.0K | 0.02% | +30,983 | New |
| Vontobel Holding Ltd. | 31,406 | $517.0K | 0.01% | −1,745−5.3% | Reduced |
| Crossmark Global Holdings, Inc. | 32,411 | $522.0K | 0.01% | −30−0.1% | Reduced |
| Hartford Investment Management Co | 32,493 | $524.0K | 0.02% | +301+0.9% | Added |
| Public Sector Pension Investment Board | 32,749 | $528.0K | 0.00% | −15,146−31.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 32,871 | $530.0K | 0.00% | −235,807−87.8% | Reduced |
| Hilltop Holdings Inc. | 33,040 | $533.0K | 0.07% | +123+0.4% | Added |
| Seeyond | 33,313 | $537.0K | 0.06% | +8,584+34.7% | Added |
| Investors Research Corp | 33,575 | $542.0K | 0.16% | −225−0.7% | Reduced |
| Janus Henderson Group PLC | 33,767 | $546.0K | 0.00% | −210,614−86.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,055 | $549.0K | 0.00% | −14,799−30.3% | Reduced |
| Public Employees Retirement Association of Colorado | 34,624 | $558.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 34,953 | $563.0K | 0.08% | +27,196+350.6% | Added |
| Natixis Advisors, L.P. | 35,388 | $571.0K | 0.00% | +22,372+171.9% | Added |
| Erste Asset Management GmbH | 34,740 | $571.8K | 0.01% | +6,035+21.0% | Added |
| Advisor Partners LLC | 35,655 | $575.0K | 0.04% | −861−2.4% | Reduced |
| Stock Yards Bank & Trust Co | 35,702 | $576.0K | 0.02% | +35,702 | New |
| Portland Investment Counsel Inc. | 35,983 | $580.0K | 0.29% | 00.0% | Unchanged |
| Leonteq Securities AG | 36,465 | $588.2K | 0.03% | +25,089+220.5% | Added |
| D.A. Davidson & Co. | 37,105 | $599.0K | 0.01% | −140−0.4% | Reduced |
| Los Angeles Capital Management LLC | 37,397 | $603.0K | 0.00% | −105,210−73.8% | Reduced |
| Mercer Global Advisors Inc | 37,994 | $613.0K | 0.00% | +1,677+4.6% | Added |
| Franklin Resources Inc | 38,401 | $619.0K | 0.00% | −1,687−4.2% | Reduced |
| Xponance, Inc. | 39,213 | $633.0K | 0.01% | +17,275+78.7% | Added |
| Westpac Banking Corp | 39,577 | $638.4K | 0.01% | +624+1.6% | Added |
| Nissay Asset Management Corp | 39,798 | $642.0K | 0.01% | +146+0.4% | Added |
| British Columbia Investment Management Corp | 39,999 | $645.0K | 0.01% | −13,403−25.1% | Reduced |
| Snowden Capital Advisors LLC | 40,037 | $645.0K | 0.03% | +8,617+27.4% | Added |
| Wealthcare Advisory Partners LLC | 41,567 | $670.0K | 0.04% | −3,955−8.7% | Reduced |
| Buckley Wealth Management, LLC | 41,765 | $674.0K | 0.22% | +2,630+6.7% | Added |
| Quantinno Capital Management LP | 42,498 | $686.0K | 0.10% | +510+1.2% | Added |
| Janney Montgomery Scott LLC | 40,738 | $697.0K | 0.00% | −2,207−5.1% | Reduced |
| Texas Permanent School Fund | 43,258 | $698.0K | 0.01% | −1,010−2.3% | Reduced |