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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 19,964 | $322.0K | 0.02% | +19,964 | New |
| 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 |
| Raymond James Financial Services Advisors, Inc. | 19,613 | $316.0K | 0.00% | +1,716+9.6% | Added |
| Morningstar Investment Services LLC | 18,822 | $312.0K | 0.00% | +3,511+22.9% | Added |
| Pendal Group Limited | 19,286 | $311.0K | 0.00% | −38,645−66.7% | Reduced |
| DGS Capital Management, LLC | 19,119 | $308.0K | 0.25% | +2,849+17.5% | Added |
| New Mexico Educational Retirement Board | 18,914 | $305.0K | 0.01% | −900−4.5% | Reduced |
| Wolverine Trading, LLC | 17,981 | $296.0K | 0.01% | +17,981 | New |
| Proffitt & Goodson Inc | 17,940 | $289.0K | 0.06% | +1,111+6.6% | 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 |
| Vident Investment Advisory, LLC | 17,793 | $287.0K | 0.01% | +5,207+41.4% | Added |
| Glenmede Trust Co NA | 17,668 | $284.0K | 0.00% | +183+1.0% | Added |
| Savant Capital, LLC | 17,189 | $277.0K | 0.01% | +532+3.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,902 | $273.0K | 0.02% | −7,846−31.7% | Reduced |
| 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 |
| Unison Advisors LLC | 16,837 | $271.0K | 0.07% | +121+0.7% | Added |
| 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 |
| M&T Bank Corp | 19,553 | $262.0K | 0.00% | +3,691+23.3% | Added |
| LSV Asset Management | 16,200 | $261.0K | 0.00% | −5,300−24.7% | Reduced |
| Purus Wealth Management, LLC | 16,115 | $260.0K | 0.23% | +158+1.0% | Added |
| Beacon Investment Advisory Services, Inc. | 16,058 | $259.0K | 0.01% | −31−0.2% | Reduced |
| Toroso Investments, LLC | 15,982 | $258.0K | 0.01% | +2,472+18.3% | Added |
| Sigma Planning Corp | 15,384 | $248.0K | 0.01% | +191+1.3% | Added |
| Signaturefd, LLC | 15,152 | $244.0K | 0.01% | +2,669+21.4% | Added |
| Pathstone Family Office, LLC | 15,098 | $243.6K | 0.01% | +705+4.9% | Added |
| Beacon Pointe Advisors, LLC | 14,938 | $242.0K | 0.01% | −5,619−27.3% | Reduced |
| Corient Capital Partners, LLC | 14,846 | $240.0K | 0.02% | −5,910−28.5% | Reduced |
| Carret Asset Management, LLC | 14,800 | $239.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Twin Tree Management, LP | 14,699 | $237.0K | 0.00% | −29,535−66.8% | Reduced |
| LVZ Advisors, Inc. | 14,659 | $236.0K | 0.04% | +1,785+13.9% | Added |
| Novare Capital Management LLC | 14,500 | $234.0K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 14,387 | $232.0K | 0.03% | +644+4.7% | Added |
| Kestra Private Wealth Services, LLC | 14,302 | $231.0K | 0.01% | −1,901−11.7% | Reduced |
| Paloma Partners Management Co | 14,200 | $229.0K | 0.02% | +14,200 | 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 |
| 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 |
| Dorsey & Whitney Trust CO LLC | 13,411 | $216.0K | 0.02% | −1,725−11.4% | Reduced |
| Running Point Capital Advisors, LLC | 13,045 | $210.0K | 0.13% | −211−1.6% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Coldstream Capital Management Inc | 11,646 | $188.0K | 0.01% | +11,646 | New |
| 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 |
| Kentucky Retirement Systems Insurance Trust Fund | 11,504 | $186.0K | 0.02% | +1,430+14.2% | 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 |
| Keybank National Association | 11,115 | $179.0K | 0.00% | +2,429+28.0% | Added |
| 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 |
| Fayez Sarofim & Co | 10,691 | $172.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 10,605 | $171.0K | 0.06% | +365+3.6% | Added |
| Pacer Advisors, Inc. | 10,546 | $170.0K | 0.00% | −324,640−96.9% | Reduced |
| Cerity Partners LLC | 10,472 | $169.0K | 0.00% | +10,472 | New |
| Ford Financial Group, LLC | 10,367 | $167.0K | 0.07% | +28+0.3% | 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 |
| Bessemer Group Inc | 10,148 | $164.0K | 0.00% | +631+6.6% | Added |
| KBC Group NV | 9,664 | $156.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,431 | $152.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 9,384 | $151.0K | 0.10% | +2,703+40.5% | Added |
| Fukoku Mutual Life Insurance Co | 8,630 | $139.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 8,361 | $135.0K | 0.00% | +6,581+369.7% | Added |
| Altshuler Shaham Ltd | 7,691 | $124.0K | 0.00% | +199+2.7% | Added |
| Banque Cantonale Vaudoise | 7,504 | $121.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 7,041 | $114.0K | 0.00% | −3,415−32.7% | Reduced |
| Fieldpoint Private Securities, LLC | 7,032 | $113.0K | 0.03% | −440−5.9% | Reduced |
| CWM, LLC | 6,834 | $110.0K | 0.00% | +1,413+26.1% | Added |
| Parallel Advisors, LLC | 6,750 | $109.0K | 0.01% | +1,703+33.7% | Added |
| Harvest Fund Management Co., Ltd | 6,580 | $106.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 5,630 | $91.0K | 0.00% | +1,405+33.3% | Added |
| Optimum Investment Advisors | 5,300 | $85.0K | 0.04% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4,897 | $79.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,663 | $75.0K | 0.02% | +4,075+693.0% | Added |
| Ameritas Investment Partners, Inc. | 4,598 | $74.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,506 | $73.0K | 0.01% | +2,385+112.4% | Added |
| Huntington National Bank | 4,429 | $71.0K | 0.00% | −1,227−21.7% | Reduced |
| Deseret Mutual Benefit Administrators | 4,033 | $65.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,892 | $63.0K | 0.00% | −818−17.4% | Reduced |
| TD Private Client Wealth LLC | 3,555 | $57.3K | 0.00% | −214−5.7% | Reduced |
| Longfellow Investment Management Co LLC | 3,430 | $56.0K | 0.01% | 00.0% | Unchanged |