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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 54,804 | $884.0K | 0.15% | +11,535+26.7% | Added |
| Parallax Volatility Advisers, L.P. | 53,504 | $863.0K | 0.00% | +53,504 | New |
| Northwestern Mutual Wealth Management Co | 52,271 | $843.0K | 0.00% | +2,805+5.7% | Added |
| Bridgewater Associates, LP | 51,987 | $839.0K | 0.00% | +185+0.4% | Added |
| Teza Capital Management LLC | 49,567 | $800.0K | 0.31% | +49,567 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,026 | $791.0K | 0.01% | +3,361+7.4% | Added |
| State of Alaska, Department of Revenue | 48,386 | $780.0K | 0.01% | +370+0.8% | Added |
| 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 |
| Highland Capital Management, LLC | 47,688 | $769.0K | 0.06% | −200−0.4% | Reduced |
| Mariner, LLC | 47,277 | $763.0K | 0.00% | −5,452−10.3% | Reduced |
| Comerica Bank | 45,193 | $762.0K | 0.01% | +143+0.3% | Added |
| CIBC Asset Management Inc | 47,110 | $760.0K | 0.00% | +8,724+22.7% | Added |
| Disciplined Equity Management, Inc. | 46,685 | $753.0K | 0.68% | +3,410+7.9% | Added |
| New York Life Investment Management LLC | 46,466 | $749.0K | 0.01% | +46,466 | New |
| Mutual of America Capital Management LLC | 45,918 | $741.0K | 0.01% | +372+0.8% | Added |
| SG Americas Securities, LLC | 45,444 | $733.0K | 0.01% | +39,280+637.2% | Added |
| 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 |
| 1832 Asset Management L.P. | 43,971 | $709.0K | 0.00% | −415−0.9% | Reduced |
| Maven Securities LTD | 43,772 | $706.0K | 0.12% | +34,866+391.5% | Added |
| Texas Permanent School Fund | 43,258 | $698.0K | 0.01% | −1,010−2.3% | Reduced |
| Janney Montgomery Scott LLC | 40,738 | $697.0K | 0.00% | −2,207−5.1% | Reduced |
| Quantinno Capital Management LP | 42,498 | $686.0K | 0.10% | +510+1.2% | Added |
| Buckley Wealth Management, LLC | 41,765 | $674.0K | 0.22% | +2,630+6.7% | Added |
| Wealthcare Advisory Partners LLC | 41,567 | $670.0K | 0.04% | −3,955−8.7% | Reduced |
| 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 |
| Nissay Asset Management Corp | 39,798 | $642.0K | 0.01% | +146+0.4% | Added |
| Westpac Banking Corp | 39,577 | $638.4K | 0.01% | +624+1.6% | Added |
| Xponance, Inc. | 39,213 | $633.0K | 0.01% | +17,275+78.7% | Added |
| Franklin Resources Inc | 38,401 | $619.0K | 0.00% | −1,687−4.2% | Reduced |
| Mercer Global Advisors Inc | 37,994 | $613.0K | 0.00% | +1,677+4.6% | Added |
| Los Angeles Capital Management LLC | 37,397 | $603.0K | 0.00% | −105,210−73.8% | Reduced |
| D.A. Davidson & Co. | 37,105 | $599.0K | 0.01% | −140−0.4% | Reduced |
| Leonteq Securities AG | 36,465 | $588.2K | 0.03% | +25,089+220.5% | Added |
| Portland Investment Counsel Inc. | 35,983 | $580.0K | 0.29% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 35,702 | $576.0K | 0.02% | +35,702 | New |
| Advisor Partners LLC | 35,655 | $575.0K | 0.04% | −861−2.4% | Reduced |
| Erste Asset Management GmbH | 34,740 | $571.8K | 0.01% | +6,035+21.0% | Added |
| Natixis Advisors, L.P. | 35,388 | $571.0K | 0.00% | +22,372+171.9% | Added |
| Cutler Group LP | 34,953 | $563.0K | 0.08% | +27,196+350.6% | Added |
| Public Employees Retirement Association of Colorado | 34,624 | $558.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 34,055 | $549.0K | 0.00% | −14,799−30.3% | Reduced |
| Janus Henderson Group PLC | 33,767 | $546.0K | 0.00% | −210,614−86.2% | Reduced |
| Investors Research Corp | 33,575 | $542.0K | 0.16% | −225−0.7% | Reduced |
| Seeyond | 33,313 | $537.0K | 0.06% | +8,584+34.7% | Added |
| Hilltop Holdings Inc. | 33,040 | $533.0K | 0.07% | +123+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 32,871 | $530.0K | 0.00% | −235,807−87.8% | Reduced |
| Public Sector Pension Investment Board | 32,749 | $528.0K | 0.00% | −15,146−31.6% | Reduced |
| Hartford Investment Management Co | 32,493 | $524.0K | 0.02% | +301+0.9% | Added |
| Crossmark Global Holdings, Inc. | 32,411 | $522.0K | 0.01% | −30−0.1% | Reduced |
| Vontobel Holding Ltd. | 31,406 | $517.0K | 0.01% | −1,745−5.3% | Reduced |
| Trexquant Investment LP | 30,983 | $500.0K | 0.02% | +30,983 | New |
| Cetera Advisor Networks LLC | 30,731 | $495.0K | 0.01% | +788+2.6% | Added |
| IFP Advisors, Inc | 17,134 | $477.0K | 0.02% | −10,187−37.3% | Reduced |
| ARGA Investment Management, LP | 29,228 | $471.4K | 0.03% | +13,821+89.7% | Added |
| Cetera Advisors LLC | 28,842 | $465.0K | 0.01% | +1,030+3.7% | Added |
| Maryland State Retirement & Pension System | 28,738 | $464.0K | 0.01% | +3,327+13.1% | Added |
| Meeder Asset Management Inc | 28,382 | $458.0K | 0.03% | +9,968+54.1% | Added |
| Stephens Inc | 28,264 | $456.0K | 0.01% | −2,699−8.7% | Reduced |
| ARGI Investment Services, LLC | 28,026 | $452.0K | 0.02% | +6,644+31.1% | Added |
| United Capital Financial Advisers, LLC | 27,938 | $451.0K | 0.00% | −7,700−21.6% | Reduced |
| Ethic Inc. | 27,761 | $448.0K | 0.03% | +6,927+33.2% | Added |
| Neuberger Berman Group LLC | 27,269 | $442.0K | 0.00% | −4,479−14.1% | Reduced |
| 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 |
| Allstate Corp | 26,570 | $429.0K | 0.01% | +26,570 | New |
| Blueshift Asset Management, LLC | 26,579 | $429.0K | 0.07% | +26,579 | New |
| Balentine LLC | 26,305 | $424.0K | 0.02% | −6,261−19.2% | Reduced |
| National Bank of Canada | 25,931 | $423.0K | 0.00% | −12,924−33.3% | Reduced |
| Prelude Capital Management, LLC | 26,176 | $422.0K | 0.02% | +26,176 | New |
| Verition Fund Management LLC | 25,783 | $416.0K | 0.01% | −68,770−72.7% | Reduced |
| USS Investment Management Ltd | 25,590 | $413.0K | 0.00% | −9,242−26.5% | Reduced |
| Element Wealth, LLC | 25,539 | $412.0K | 0.41% | +96+0.4% | Added |
| Diversified Trust Co | 25,105 | $405.0K | 0.02% | +696+2.9% | Added |
| 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 |
| Group One Trading, L.P. | 24,661 | $398.0K | 0.01% | −3,829−13.4% | Reduced |
| Equitable Holdings, Inc. | 24,160 | $390.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 24,134 | $389.0K | 0.01% | +85+0.4% | Added |
| Oppenheimer Asset Management Inc. | 23,884 | $385.0K | 0.01% | −671−2.7% | Reduced |
| Cetera Investment Advisers | 23,745 | $383.0K | 0.01% | +7,042+42.2% | Added |
| Natixis Investment Managers International | 23,744 | $382.0K | 0.01% | +8,776+58.6% | Added |
| Rockefeller Capital Management L.P. | 23,562 | $379.0K | 0.00% | +272+1.2% | Added |
| Louisiana State Employees Retirement System | 21,300 | $359.0K | 0.01% | −200−0.9% | Reduced |
| Nordea Investment Management AB | 22,777 | $358.0K | 0.00% | +2,268+11.1% | Added |
| 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 |
| CSS LLC | 22,000 | $355.0K | 0.02% | +22,000 | New |
| Simplex Trading, LLC | 21,917 | $353.0K | 0.01% | +21,917 | New |
| MAI Capital Management | 21,550 | $348.0K | 0.01% | +21,550 | New |
| NorthCrest Asset Manangement, LLC | 21,150 | $341.0K | 0.02% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 21,100 | $340.0K | 0.03% | +635+3.1% | Added |
| Captrust Financial Advisors | 20,445 | $330.0K | 0.00% | +5,183+34.0% | Added |
| Metropolitan Life Insurance Co | 20,279 | $327.1K | 0.01% | −782−3.7% | Reduced |
| 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 |
| Eagle Rock Investment Company, LLC | 20,175 | $325.0K | 0.08% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 20,080 | $323.9K | 0.22% | 00.0% | Unchanged |