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 |
|---|---|---|---|---|---|
| NVWM, LLC | 3,425 | $55.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,289 | $53.0K | 0.01% | +1,642+99.7% | Added |
| Riverview Trust Co | 2,999 | $48.0K | 0.04% | +2,999 | New |
| Silvant Capital Management LLC | 2,649 | $43.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,684 | $43.0K | 0.00% | +1,947+264.2% | Added |
| TCI Wealth Advisors, Inc. | 2,619 | $42.0K | 0.01% | −17−0.6% | Reduced |
| Sentry Investment Management LLC | 2,238 | $36.0K | 0.02% | +2,238 | New |
| American Portfolios Advisors | 2,230 | $36.0K | 0.00% | +632+39.5% | Added |
| Private Capital Group, LLC | 2,095 | $34.0K | 0.03% | −121−5.5% | Reduced |
| AdvisorNet Financial, Inc | 1,955 | $32.0K | 0.00% | −925−32.1% | Reduced |
| Sandy Spring Bank | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,995 | $32.0K | 0.00% | +1,995 | New |
| Concord Wealth Partners | 1,831 | $30.0K | 0.01% | −109−5.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,750 | $28.0K | 0.00% | +1,750 | New |
| Asset Dedication, LLC | 1,700 | $27.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $27.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,462 | $24.0K | 0.00% | +57+4.1% | Added |
| DuPont Capital Management Corp | 1,421 | $23.0K | 0.00% | −228−13.8% | Reduced |
| Quent Capital, LLC | 1,413 | $23.0K | 0.00% | −222−13.6% | Reduced |
| McIlrath & Eck, LLC | 1,434 | $23.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,390 | $22.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,350 | $22.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,384 | $22.0K | 0.00% | −19−1.4% | Reduced |
| TD Waterhouse Canada Inc. | 1,000 | $21.2K | 0.00% | −9,560−90.5% | Reduced |
| Professional Financial Advisors, LLC | 1,331 | $21.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 1,294 | $21.0K | 0.01% | +13+1.0% | Added |
| Creative Planning | 1,210 | $20.0K | 0.00% | −8,026−86.9% | Reduced |
| Private Trust Co NA | 1,267 | $20.0K | 0.00% | +1,267 | New |
| Ossiam | 1,221 | $20.0K | 0.00% | +1,221 | New |
| Capital Analysts, LLC | 1,136 | $18.0K | 0.00% | −288−20.2% | Reduced |
| Parkside Financial Bank & Trust | 1,107 | $18.0K | 0.01% | −23−2.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,070 | $17.0K | 0.00% | −781−42.2% | Reduced |
| Federated Hermes, Inc. | 1,027 | $17.0K | 0.00% | −270−20.8% | Reduced |
| Avondale Wealth Management | 1,050 | $17.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,051 | $17.0K | 0.00% | +1,051 | New |
| Allworth Financial LP | 1,010 | $16.0K | 0.00% | −46−4.4% | Reduced |
| Rosenberg Matthew Hamilton | 950 | $16.0K | 0.01% | +480+102.1% | Added |
| Ellis Investment Partners, LLC | 1,000 | $16.0K | 0.00% | +1,000 | New |
| Caldwell Trust Co | 847 | $13.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 825 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 807 | $13.0K | 0.00% | +143+21.5% | Added |
| Whittier Trust Co | 763 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 750 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 734 | $12.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 710 | $11.0K | 0.00% | +216+43.7% | Added |
| Oakworth Capital, Inc. | 648 | $10.0K | 0.00% | −239−26.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $10.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 569 | $9.00K | 0.00% | −250−30.5% | Reduced |
| Massmutual Trust Co FSB | 534 | $9.00K | 0.00% | +198+58.9% | Added |
| Benjamin Edwards Inc | 557 | $9.00K | 0.00% | +256+85.0% | Added |
| Umb Bank N A | 480 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 459 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 467 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 494 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 470 | $8.00K | 0.01% | +371+374.7% | Added |
| CX Institutional | 484 | $8.00K | 0.00% | +484 | New |
| Castle Wealth Management LLC | 508 | $8.00K | 0.00% | +508 | New |
| BerganKDV Wealth Management, LLC | 460 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 450 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 405 | $7.00K | 0.00% | +405 | New |
| Money Concepts Capital Corp | 371 | $6.00K | 0.00% | −305−45.1% | Reduced |
| JJJ Advisors Inc. | 348 | $6.00K | 0.00% | −325−48.3% | Reduced |
| Lindbrook Capital, LLC | 367 | $6.00K | 0.00% | −198−35.0% | Reduced |
| GHP Investment Advisors, Inc. | 376 | $6.00K | 0.00% | +376 | New |
| CVA Family Office, LLC | 290 | $5.00K | 0.00% | −580−66.7% | Reduced |
| First Community Trust NA | 306 | $5.00K | 0.01% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 296 | $4.77K | 0.00% | +296 | New |
| Heritage Wealth Advisors | 245 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 250 | $4.00K | 0.00% | +162+184.1% | Added |
| MV Capital Management, Inc. | 248 | $4.00K | 0.00% | +165+198.8% | Added |
| Spire Wealth Management | 220 | $4.00K | 0.00% | +220 | New |
| Sugarloaf Wealth Management, LLC | 970 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 156 | $3.00K | 0.00% | −553−78.0% | Reduced |
| Farmers & Merchants Investments Inc | 214 | $3.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 197 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 187 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 171 | $3.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $3.00K | 0.00% | +171 | New |
| Cribstone Capital Management, LLC | 162 | $3.00K | 0.00% | +162 | New |
| Geneos Wealth Management Inc. | 221 | $3.00K | 0.00% | +221 | New |
| GW&K Investment Management, LLC | 130 | $2.00K | 0.00% | −100−43.5% | Reduced |
| PSI Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 108 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 102 | $2.00K | 0.00% | +57+126.7% | Added |
| Chilton Capital Management LLC | 109 | $2.00K | 0.00% | +109 | New |
| Ronald Blue Trust, Inc. | 101 | $2.00K | 0.00% | +101 | New |
| Bell Investment Advisors, Inc | 101 | $2.00K | 0.00% | +101 | New |
| Lazard Asset Management LLC | 85 | $1.00K | 0.00% | −223−72.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 70 | $1.00K | 0.00% | −69−49.6% | Reduced |
| Disciplined Investments, LLC | 48 | $1.00K | 0.00% | −22−31.4% | Reduced |
| Adirondack Trust Co | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 33 | $1.00K | 0.00% | −31−48.4% | Reduced |
| Baystate Wealth Management LLC | 37 | $1.00K | 0.00% | +1+2.8% | Added |
| Bogart Wealth, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 47 | $1.00K | 0.00% | −13−21.7% | Reduced |
| Carolinas Wealth Consulting LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |