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 |
|---|---|---|---|---|---|
| Maven Securities LTD | 43,772 | $706.0K | 0.12% | +34,866+391.5% | Added |
| 1832 Asset Management L.P. | 43,971 | $709.0K | 0.00% | −415−0.9% | Reduced |
| US Bancorp | 44,604 | $720.0K | 0.00% | +1,652+3.8% | Added |
| Capstone Investment Advisors, LLC | 44,618 | $720.0K | 0.02% | +39,830+831.9% | Added |
| SG Americas Securities, LLC | 45,444 | $733.0K | 0.01% | +39,280+637.2% | Added |
| Mutual of America Capital Management LLC | 45,918 | $741.0K | 0.01% | +372+0.8% | Added |
| New York Life Investment Management LLC | 46,466 | $749.0K | 0.01% | +46,466 | New |
| Disciplined Equity Management, Inc. | 46,685 | $753.0K | 0.68% | +3,410+7.9% | Added |
| CIBC Asset Management Inc | 47,110 | $760.0K | 0.00% | +8,724+22.7% | Added |
| Comerica Bank | 45,193 | $762.0K | 0.01% | +143+0.3% | Added |
| Mariner, LLC | 47,277 | $763.0K | 0.00% | −5,452−10.3% | Reduced |
| Highland Capital Management, LLC | 47,688 | $769.0K | 0.06% | −200−0.4% | Reduced |
| HighTower Advisors, LLC | 48,365 | $777.0K | 0.00% | −13,815−22.2% | Reduced |
| F3Logic, LLC | 48,160 | $777.0K | 0.14% | +48,160 | New |
| State of Alaska, Department of Revenue | 48,386 | $780.0K | 0.01% | +370+0.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,026 | $791.0K | 0.01% | +3,361+7.4% | Added |
| Teza Capital Management LLC | 49,567 | $800.0K | 0.31% | +49,567 | New |
| Bridgewater Associates, LP | 51,987 | $839.0K | 0.00% | +185+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 52,271 | $843.0K | 0.00% | +2,805+5.7% | Added |
| Parallax Volatility Advisers, L.P. | 53,504 | $863.0K | 0.00% | +53,504 | New |
| Aigen Investment Management, LP | 54,804 | $884.0K | 0.15% | +11,535+26.7% | Added |
| Cubist Systematic Strategies, LLC | 58,679 | $946.0K | 0.01% | +24,843+73.4% | Added |
| JustInvest LLC | 59,273 | $956.0K | 0.04% | +26,344+80.0% | Added |
| State of Tennessee, Treasury Department | 61,023 | $984.0K | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 60,175 | $990.0K | 0.02% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 62,000 | $1.00M | 0.01% | +47,000+313.3% | Added |
| Wright Investors Service Inc | 62,954 | $1.01M | 0.29% | −41,863−39.9% | Reduced |
| ING Groep NV | 63,363 | $1.02M | 0.01% | +9,216+17.0% | Added |
| Private Advisor Group, LLC | 63,922 | $1.03M | 0.01% | +63,922 | New |
| Brandywine Global Investment Management, LLC | 64,069 | $1.03M | 0.01% | −30.0% | Reduced |
| Blair William & Co | 64,921 | $1.05M | 0.00% | +119+0.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 65,204 | $1.05M | 0.00% | −3,220−4.7% | Reduced |
| Yousif Capital Management, LLC | 65,770 | $1.06M | 0.01% | −1,795−2.7% | Reduced |
| Utah Retirement Systems | 66,578 | $1.07M | 0.02% | +7,200+12.1% | Added |
| Walleye Capital LLC | 66,573 | $1.07M | 0.03% | +66,573 | New |
| Teacher Retirement System of Texas | 66,642 | $1.07M | 0.01% | −109,958−62.3% | Reduced |
| Tudor Investment Corp Et Al | 67,033 | $1.08M | 0.03% | +67,033 | New |
| IFM Investors Pty Ltd | 67,854 | $1.09M | 0.02% | −726−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 67,818 | $1.09M | 0.00% | +1,716+2.6% | Added |
| Kestra Advisory Services, LLC | 67,979 | $1.10M | 0.01% | +370+0.5% | Added |
| Handelsbanken Fonder AB | 68,800 | $1.11M | 0.01% | 00.0% | Unchanged |
| Caas Capital Management LP | 68,923 | $1.11M | 0.15% | +30,714+80.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 70,799 | $1.14M | 0.01% | −87,181−55.2% | Reduced |
| DekaBank Deutsche Girozentrale | 72,829 | $1.18M | 0.00% | +789+1.1% | Added |
| Mork Capital Management, LLC | 73,400 | $1.18M | 1.08% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 73,491 | $1.19M | 0.01% | +60,662+472.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 74,061 | $1.20M | 0.03% | +52,360+241.3% | Added |
| Quantbot Technologies LP | 74,715 | $1.21M | 0.11% | +74,715 | New |
| Hourglass Capital, LLC | 74,935 | $1.21M | 0.43% | +6,050+8.8% | Added |
| CIBC World Markets Corp | 75,822 | $1.22M | 0.01% | −4,255−5.3% | Reduced |
| DnB Asset Management AS | 75,939 | $1.22M | 0.01% | +779+1.0% | Added |
| Aviance Capital Partners, LLC | 77,111 | $1.24M | 0.28% | +3,563+4.8% | Added |
| Nomura Asset Management Co Ltd | 79,199 | $1.28M | 0.01% | −19,623−19.9% | Reduced |
| Rothschild Investment Corp | 79,340 | $1.28M | 0.12% | −1,710−2.1% | Reduced |
| CIBC Private Wealth Group, LLC | 83,743 | $1.35M | 0.00% | +47,995+134.3% | Added |
| Ensign Peak Advisors, Inc | 84,080 | $1.36M | 0.00% | −3,440−3.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 84,927 | $1.37M | 0.01% | +84,927 | New |
| Jacobs Levy Equity Management, Inc | 86,869 | $1.40M | 0.01% | −41,191−32.2% | Reduced |
| TD Asset Management Inc | 87,060 | $1.40M | 0.00% | −3,600−4.0% | Reduced |
| SEI Investments Co | 89,643 | $1.44M | 0.00% | +21,576+31.7% | Added |
| Gamco Investors, Inc. Et Al | 90,000 | $1.45M | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 91,476 | $1.48M | 0.01% | −1,225−1.3% | Reduced |
| American International Group, Inc. | 94,231 | $1.52M | 0.01% | −16,975−15.3% | Reduced |
| Arizona State Retirement System | 96,444 | $1.56M | 0.02% | +159+0.2% | Added |
| Commonwealth Equity Services, LLC | 96,570 | $1.56M | 0.00% | +9,024+10.3% | Added |
| Raymond James & Associates | 103,314 | $1.67M | 0.00% | +1,196+1.2% | Added |
| Shell Asset Management Co | 104,197 | $1.68M | 0.05% | +21,685+26.3% | Added |
| Truvestments Capital LLC | 104,804 | $1.69M | 0.99% | −7,370−6.6% | Reduced |
| State of Michigan Retirement System | 105,350 | $1.70M | 0.01% | +6,100+6.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 109,535 | $1.77M | 0.03% | +1,783+1.7% | Added |
| Oregon Public Employees Retirement Fund | 109,690 | $1.77M | 0.03% | +8,470+8.4% | Added |
| Prospector Partners LLC | 109,890 | $1.77M | 0.26% | +8,890+8.8% | Added |
| PEAK6 Investments LLC | 112,366 | $1.82M | 0.04% | +112,366 | New |
| Federation des caisses Desjardins du Quebec | 116,546 | $1.88M | 0.02% | +26,107+28.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 117,194 | $1.89M | 0.02% | −63,700−35.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 118,137 | $1.91M | 0.01% | −27,800−19.0% | Reduced |
| Amalgamated Bank | 123,053 | $1.99M | 0.02% | +10,952+9.8% | Added |
| Wealthfront Advisers LLC | 124,009 | $2.00M | 0.01% | −10,830−8.0% | Reduced |
| Voya Investment Management LLC | 124,136 | $2.00M | 0.01% | −4,284−3.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 126,112 | $2.03M | 0.01% | −4,251−3.3% | Reduced |
| Systematic Alpha Investments, LLC | 126,193 | $2.04M | 0.12% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 133,229 | $2.16M | 0.03% | +18,809+16.4% | Added |
| Advisor Group Holdings, Inc. | 133,987 | $2.17M | 0.00% | −769−0.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 135,000 | $2.18M | 0.38% | +5,000+3.8% | Added |
| Alaska Permanent Fund Corp | 135,300 | $2.18M | 0.03% | +48,300+55.5% | Added |
| First Republic Investment Management, Inc. | 136,160 | $2.20M | 0.01% | −5,906−4.2% | Reduced |
| Truist Financial Corp | 137,658 | $2.22M | 0.00% | −8,385−5.7% | Reduced |
| Mount Lucas Management LP | 138,662 | $2.24M | 0.75% | −8,152−5.6% | Reduced |
| ProShare Advisors LLC | 140,090 | $2.26M | 0.01% | −21,417−13.3% | Reduced |
| Asset Management One Co.,Ltd. | 141,886 | $2.29M | 0.01% | −5,007−3.4% | Reduced |
| Rafferty Asset Management, LLC | 143,269 | $2.31M | 0.02% | −51,901−26.6% | Reduced |
| Vestcor Inc | 143,359 | $2.31M | 0.09% | +47,386+49.4% | Added |
| Illinois Municipal Retirement Fund | 144,212 | $2.33M | 0.05% | +58,514+68.3% | Added |
| Gabelli Funds LLC | 151,000 | $2.44M | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 151,819 | $2.45M | 0.02% | +2,166+1.4% | Added |
| Brinker Capital Investments, LLC | 155,055 | $2.50M | 0.05% | +52,853+51.7% | Added |
| Macquarie Group Ltd | 157,322 | $2.54M | 0.00% | −3,686−2.3% | Reduced |
| LPL Financial LLC | 158,055 | $2.55M | 0.00% | −67,211−29.8% | Reduced |
| Nisa Investment Advisors, LLC | 158,190 | $2.55M | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 159,660 | $2.58M | 0.00% | −35,456−18.2% | Reduced |