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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 2,464,849 | $39.8M | 0.05% | +2,445,302+12,509.9% | Added |
| Goldman Sachs Group Inc | 2,475,870 | $39.9M | 0.01% | +119,731+5.1% | Added |
| Swedbank AB | 2,559,983 | $41.3M | 0.09% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 2,684,457 | $43.3M | 0.19% | +5,979+0.2% | Added |
| Charles Schwab Investment Management Inc | 2,757,281 | $44.5M | 0.02% | +22,293+0.8% | Added |
| Price T Rowe Associates Inc | 2,940,475 | $47.4M | 0.01% | +124,108+4.4% | Added |
| AQR Capital Management LLC | 3,116,267 | $49.0M | 0.11% | +519,902+20.0% | Added |
| Two Sigma Advisers, LP | 3,219,600 | $51.9M | 0.15% | −180,400−5.3% | Reduced |
| Norges Bank | 3,431,923 | $55.4M | 0.01% | +64,357+1.9% | Added |
| Northern Trust Corp | 3,501,891 | $56.5M | 0.01% | +38,919+1.1% | Added |
| Bank of New York Mellon Corp | 3,614,324 | $58.3M | 0.01% | +152,691+4.4% | Added |
| FMR LLC | 4,289,161 | $69.2M | 0.01% | −490,573−10.3% | Reduced |
| Morgan Stanley | 4,834,708 | $78.0M | 0.01% | +1,064,494+28.2% | Added |
| JPMorgan Chase & Co | 4,870,946 | $78.6M | 0.01% | −213,813−4.2% | Reduced |
| Massachusetts Financial Services Co | 6,826,600 | $110.1M | 0.04% | −59,135−0.9% | Reduced |
| Geode Capital Management, LLC | 6,938,565 | $111.7M | 0.02% | +157,200+2.3% | Added |
| Dimensional Fund Advisors LP | 8,917,351 | $143.8M | 0.05% | −18,025−0.2% | Reduced |
| State Street Corp | 16,068,333 | $259.2M | 0.02% | −621,642−3.7% | Reduced |
| BlackRock Inc. | 39,787,957 | $641.8M | 0.02% | +1,807,112+4.8% | Added |
| Vanguard Group Inc | 50,500,054 | $814.6M | 0.02% | −1,605,281−3.1% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 55,758,634 | $899.4M | 19.77% | +1,724,600+3.2% | Added |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −734,451−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −682,446−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −553,763−100.0% | Sold out |
| Applied Fundamental Research, LLC | 0 | $0 | 0.00% | −532,508−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −434,498−100.0% | Sold out |
| AGF Investments America Inc. | 0 | $0 | 0.00% | −150,384−100.0% | Sold out |
| Asio Capital, LLC | 0 | $0 | 0.00% | −113,765−100.0% | Sold out |
| Horan Capital Advisors, LLC. | 0 | $0 | 0.00% | −97,219−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −91,096−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −85,305−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −83,126−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −81,299−100.0% | Sold out |
| Scott & Selber, Inc. | 0 | $0 | 0.00% | −80,124−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −56,135−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −49,608−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −47,718−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −44,472−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −42,100−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −41,008−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −38,049−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −35,404−100.0% | Sold out |
| Caz Investments LP | 0 | $0 | 0.00% | −33,200−100.0% | Sold out |
| Strategic Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −23,660−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −17,820−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −13,730−100.0% | Sold out |
| Harfst & Associates, Inc. | 0 | $0 | 0.00% | −12,569−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −12,015−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −11,873−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −11,688−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −11,358−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,169−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −11,080−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,927−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −10,747−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −10,399−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −10,417−100.0% | Sold out |
| Redpoint Investment Management Pty Ltd | 0 | $0 | 0.00% | −9,954−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −9,824−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −9,918−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −9,734−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −9,468−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −9,442−100.0% | Sold out |
| Naples Global Advisors, LLC | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −7,280−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| Clear Investment Research, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −952−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | – | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −44,500−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Full18 Capital LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Cambridge Financial Group, Inc. | – | – | – | – | Not filed |
| NN Investment Partners Holdings N.V. | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Golden State Wealth Management, LLC | – | – | – | – | Not filed |
| Winfield Associates, Inc. | – | – | – | – | Not filed |
| Smith Group Asset Management, LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |