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; 679 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, Q3 2022
Institutional positions in Invesco Ltd. as of Sep 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
- 505
- −10 vs. Q2 2022
- Shares held
- 322.5M
- +22.2M (+7.4%) vs. Q2 2022
- Total value
- $4.42B
- −$427.1M (−8.8%) vs. Q2 2022
- New holders
- 50
- 219 more added
- Sold out
- 60
- 137 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 679 | $11.2B |
| Q1 2026 | 644 | $10.2B |
| Q4 2025 | 636 | $10.8B |
| Q3 2025 | 570 | $8.98B |
| Q2 2025 | 524 | $6.50B |
| Q1 2025 | 522 | $6.17B |
| Q4 2024 | 529 | $7.04B |
| Q3 2024 | 495 | $6.83B |
| Q2 2024 | 477 | $4.53B |
| Q1 2024 | 496 | $5.02B |
| Q4 2023 | 495 | $5.34B |
| Q3 2023 | 494 | $4.41B |
| Q2 2023 | 479 | $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, Q3 2022
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 55,758,634 | $763.9M | 20.11% | 00.0% | Unchanged |
| Vanguard Group Inc | 51,822,554 | $710.0M | 0.02% | +1,322,500+2.6% | Added |
| BlackRock Inc. | 43,430,862 | $595.0M | 0.02% | +3,642,905+9.2% | Added |
| State Street Corp | 25,414,143 | $348.2M | 0.02% | +9,345,810+58.2% | Added |
| Geode Capital Management, LLC | 8,885,540 | $121.6M | 0.02% | +1,946,975+28.1% | Added |
| Dimensional Fund Advisors LP | 8,560,662 | $117.3M | 0.05% | −356,689−4.0% | Reduced |
| Massachusetts Financial Services Co | 6,764,060 | $92.7M | 0.03% | −62,540−0.9% | Reduced |
| Morgan Stanley | 4,929,089 | $67.5M | 0.01% | +94,381+2.0% | Added |
| Northern Trust Corp | 4,455,038 | $61.0M | 0.01% | +953,147+27.2% | Added |
| FMR LLC | 4,453,264 | $61.0M | 0.01% | +164,103+3.8% | Added |
| Bank of New York Mellon Corp | 3,667,667 | $50.2M | 0.01% | +53,343+1.5% | Added |
| JPMorgan Chase & Co | 3,663,624 | $50.2M | 0.01% | −1,207,322−24.8% | Reduced |
| Charles Schwab Investment Management Inc | 3,662,409 | $50.2M | 0.02% | +905,128+32.8% | Added |
| Citadel Advisors LLC | 3,594,339 | $49.2M | 0.06% | +3,300,252+1,122.2% | Added |
| Norges Bank | 3,430,773 | $47.0M | 0.01% | −1,1500.0% | Reduced |
| Goldman Sachs Group Inc | 3,323,118 | $45.5M | 0.01% | +847,248+34.2% | Added |
| Price T Rowe Associates Inc | 3,035,742 | $41.6M | 0.01% | +95,267+3.2% | Added |
| Two Sigma Advisers, LP | 2,963,100 | $40.6M | 0.12% | −256,500−8.0% | Reduced |
| Pzena Investment Management LLC | 2,685,142 | $36.8M | 0.18% | +6850.0% | Added |
| Swedbank AB | 2,559,983 | $35.1M | 0.08% | 00.0% | Unchanged |
| Fiera Capital Corp | 2,376,241 | $30.5M | 0.11% | −86,456−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 2,163,362 | $29.6M | 0.05% | +1,217,808+128.8% | Added |
| Bank of America Corp | 2,046,653 | $28.0M | 0.00% | −262,492−11.4% | Reduced |
| UBS Asset Management Americas Inc | 2,011,046 | $27.6M | 0.02% | +45,907+2.3% | Added |
| Schonfeld Strategic Advisors LLC | 1,922,692 | $26.3M | 0.22% | +1,837,765+2,163.9% | Added |
| Amundi | 1,669,201 | $25.5M | 0.02% | +85,630+5.4% | Added |
| Letko, Brosseau & Associates Inc | 1,819,013 | $24.9M | 0.49% | −30,700−1.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,687,028 | $23.1M | 0.02% | −237,150−12.3% | Reduced |
| Legal & General Group Plc | 1,634,161 | $22.4M | 0.01% | −2,207−0.1% | Reduced |
| AQR Capital Management LLC | 1,600,592 | $21.9M | 0.05% | −1,515,675−48.6% | Reduced |
| Deutsche Bank AG | 1,542,760 | $21.1M | 0.01% | −511,754−24.9% | Reduced |
| American Century Companies Inc | 1,511,125 | $20.7M | 0.02% | +4,472+0.3% | Added |
| First Trust Advisors LP | 1,457,740 | $20.0M | 0.03% | +240,441+19.8% | Added |
| Nuveen Asset Management, LLC | 1,457,162 | $20.0M | 0.01% | +48,532+3.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,358,900 | $18.6M | 0.11% | +40,500+3.1% | Added |
| New York State Common Retirement Fund | 1,175,671 | $16.1M | 0.02% | −23,371−1.9% | Reduced |
| Squarepoint Ops LLC | 1,142,747 | $15.7M | 0.14% | +467,511+69.2% | Added |
| UBS Group AG | 1,061,352 | $14.5M | 0.01% | +246,234+30.2% | Added |
| Royal Bank of Canada | 1,060,175 | $14.5M | 0.00% | +44,904+4.4% | Added |
| Agf Investments Inc. | 964,867 | $13.2M | 0.13% | −38,599−3.8% | Reduced |
| Renaissance Technologies LLC | 924,600 | $12.7M | 0.02% | +924,600 | New |
| Barclays PLC | 922,535 | $12.6M | 0.01% | +387,094+72.3% | Added |
| Prudential Financial Inc | 878,550 | $12.4M | 0.02% | +321,242+57.6% | Added |
| Alliancebernstein L.P. | 885,719 | $12.1M | 0.01% | +404,163+83.9% | Added |
| California Public Employees Retirement System | 844,473 | $11.6M | 0.01% | +235,601+38.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 774,638 | $10.6M | 0.04% | +5,403+0.7% | Added |
| Wells Fargo & Company | 742,831 | $10.2M | 0.00% | −38,109−4.9% | Reduced |
| Baird Financial Group, Inc. | 734,676 | $10.1M | 0.03% | +48,047+7.0% | Added |
| Rhumbline Advisers | 714,308 | $9.79M | 0.01% | +113,683+18.9% | Added |
| Intech Investment Management LLC | 706,158 | $9.67M | 0.07% | −741,189−51.2% | Reduced |
| Olstein Capital Management, L.P. | 677,200 | $9.28M | 1.56% | 00.0% | Unchanged |
| FIL Ltd | 632,592 | $8.67M | 0.01% | −335,158−34.6% | Reduced |
| Principal Financial Group Inc | 616,361 | $8.44M | 0.01% | +54,277+9.7% | Added |
| California State Teachers Retirement System | 574,321 | $7.87M | 0.01% | −12,376−2.1% | Reduced |
| Credit Suisse AG | 570,689 | $7.82M | 0.01% | −184,486−24.4% | Reduced |
| Ameriprise Financial Inc | 549,874 | $7.54M | 0.00% | +36,613+7.1% | Added |
| AE Wealth Management LLC | 545,956 | $7.48M | 0.06% | +199,970+57.8% | Added |
| Thrivent Financial for Lutherans | 488,634 | $6.70M | 0.02% | +5,184+1.1% | Added |
| BNP Paribas Arbitrage, SA | 486,353 | $6.66M | 0.02% | +280,561+136.3% | Added |
| Bank of Montreal | 375,678 | $6.63M | 0.01% | +199,861+113.7% | Added |
| State Board of Administration of Florida Retirement System | 470,822 | $6.45M | 0.02% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 463,469 | $6.35M | 0.02% | +112,800+32.2% | Added |
| Pacer Advisors, Inc. | 462,655 | $6.34M | 0.04% | +452,109+4,287.0% | Added |
| Point72 Asset Management, L.P. | 447,100 | $6.13M | 0.03% | +447,100 | New |
| Susquehanna Fundamental Investments, LLC | 434,339 | $5.95M | 0.10% | +434,339 | New |
| New York State Teachers Retirement System | 421,381 | $5.77M | 0.02% | +20,065+5.0% | Added |
| Standard Life Aberdeen plc | 420,470 | $5.76M | 0.02% | +244,023+138.3% | Added |
| Wesleyan Assurance Society | 404,237 | $5.55M | 0.85% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 392,932 | $5.38M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 382,579 | $5.24M | 0.01% | −87,229−18.6% | Reduced |
| Jane Street Group, LLC | 377,199 | $5.17M | 0.01% | +362,412+2,450.9% | Added |
| Voya Investment Management LLC | 370,277 | $5.07M | 0.01% | +246,141+198.3% | Added |
| Robeco Institutional Asset Management B.V. | 364,184 | $4.99M | 0.02% | +114,176+45.7% | Added |
| ARGI Investment Services, LLC | 344,389 | $4.72M | 0.16% | +316,363+1,128.8% | Added |
| Continental Advisors LLC | 342,917 | $4.70M | 4.37% | −25,000−6.8% | Reduced |
| Manufacturers Life Insurance Company, The | 340,990 | $4.67M | 0.00% | +86,901+34.2% | Added |
| South Dakota Investment Council | 330,819 | $4.53M | 0.11% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 330,807 | $4.53M | 0.03% | +272,128+463.8% | Added |
| Great West Life Assurance Co | 316,453 | $4.34M | 0.01% | +9,341+3.0% | Added |
| Insight Folios Inc | 294,778 | $4.04M | 2.06% | +18,197+6.6% | Added |
| Cacti Asset Management LLC | 285,131 | $3.91M | 0.40% | −10,225−3.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 279,486 | $3.83M | 0.01% | +56,808+25.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 277,768 | $3.81M | 0.02% | +74,421+36.6% | Added |
| Live Oak Private Wealth LLC | 267,490 | $3.67M | 0.82% | +6,391+2.4% | Added |
| Walleye Trading LLC | 257,893 | $3.53M | 0.12% | +48,156+23.0% | Added |
| Poehling Capital Management, LLC | 256,608 | $3.52M | 1.47% | +353+0.1% | Added |
| Valueworks LLC | 254,568 | $3.49M | 1.42% | −315−0.1% | Reduced |
| Palouse Capital Management, Inc. | 252,140 | $3.45M | 1.96% | −7,420−2.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 251,164 | $3.44M | 0.01% | +78,291+45.3% | Added |
| American Financial Group Inc | 245,000 | $3.36M | 1.16% | 00.0% | Unchanged |
| HSBC Holdings PLC | 237,911 | $3.32M | 0.01% | +23,067+10.7% | Added |
| Canada Pension Plan Investment Board | 240,800 | $3.30M | 0.01% | +10,900+4.7% | Added |
| LPL Financial LLC | 230,543 | $3.16M | 0.00% | +72,488+45.9% | Added |
| Ossiam | 229,879 | $3.15M | 0.09% | +228,658+18,727.1% | Added |
| Andra AP-fonden | 226,200 | $3.10M | 0.10% | −107,800−32.3% | Reduced |
| Public Employees Retirement System of Ohio | 220,595 | $3.02M | 0.01% | +1,963+0.9% | Added |
| Susquehanna International Group, LLP | 220,337 | $3.02M | 0.01% | −30,502−12.2% | Reduced |
| Quantbot Technologies LP | 217,129 | $2.97M | 0.22% | +142,414+190.6% | Added |
| Achmea Investment Management B.V. | 214,556 | $2.94M | 0.10% | +2,480+1.2% | Added |
| Korea Investment CORP | 213,389 | $2.92M | 0.01% | +35,122+19.7% | Added |