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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Gradient Investments LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $0 | 0.00% | −5−33.3% | Reduced |
| SOA Wealth Advisors, LLC. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 27 | $0 | 0.00% | +27 | New |
| Crewe Advisors LLC | 4 | $0 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 18 | $0 | 0.00% | +18 | New |
| Sutton Wealth Advisors Inc. | 13 | $178 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $329 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $466 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $555 | 0.00% | +40 | New |
| MV Capital Management, Inc. | 53 | $1.00K | 0.00% | −195−78.6% | Reduced |
| PSI Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 108 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $1.00K | 0.00% | −36−35.6% | Reduced |
| Schubert & Co | 108 | $1.00K | 0.00% | +6+5.9% | Added |
| Adirondack Trust Co | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 83 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 90 | $1.00K | 0.00% | +42+87.5% | Added |
| CoreFirst Bank & Trust | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 60 | $1.00K | 0.00% | +60 | New |
| SJS Investment Consulting Inc. | 49 | $1.00K | 0.00% | +49 | New |
| AdvisorNet Financial, Inc | 143 | $2.00K | 0.00% | −1,812−92.7% | Reduced |
| Allworth Financial LP | 136 | $2.00K | 0.00% | −874−86.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 162 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 171 | $2.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 166 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 156 | $2.00K | 0.00% | +156 | New |
| Almanack Investment Partners, LLC. | 154 | $2.00K | 0.00% | +154 | New |
| Spire Wealth Management | 220 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 187 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $3.00K | 0.00% | +33+15.4% | Added |
| American National Bank | 197 | $3.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $3.00K | 0.00% | +200 | New |
| Heritage Wealth Advisors | 245 | $3.36K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 255 | $4.00K | 0.00% | −93−26.7% | Reduced |
| First Community Trust NA | 306 | $4.00K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 309 | $4.00K | 0.00% | +309 | New |
| EdgeRock Capital LLC | 274 | $4.00K | 0.00% | +274 | New |
| Glassman Wealth Services | 354 | $5.00K | 0.00% | −51−12.6% | Reduced |
| Ronald Blue Trust, Inc. | 326 | $5.00K | 0.00% | +225+222.8% | Added |
| Global Retirement Partners, LLC | 374 | $6.00K | 0.00% | −1,010−73.0% | Reduced |
| BerganKDV Wealth Management, LLC | 460 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 450 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 459 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 505 | $7.00K | 0.00% | +11+2.2% | Added |
| Castle Wealth Management LLC | 508 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 510 | $7.00K | 0.00% | +260+104.0% | Added |
| Jones Financial Companies LLLP | 527 | $7.00K | 0.00% | +371+237.8% | Added |
| Oakworth Capital, Inc. | 648 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $8.00K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 564 | $8.00K | 0.00% | +7+1.3% | Added |
| Umb Bank N A | 575 | $8.00K | 0.00% | +95+19.8% | Added |
| O'Dell Group, LLC | 656 | $9.00K | 0.00% | −638−49.3% | Reduced |
| Ellis Investment Partners, LLC | 706 | $9.00K | 0.00% | −294−29.4% | Reduced |
| Money Concepts Capital Corp | 675 | $9.00K | 0.00% | +304+81.9% | Added |
| Salem Investment Counselors Inc | 750 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 763 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 734 | $10.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 710 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 729 | $10.0K | 0.00% | +195+36.5% | Added |
| Lindbrook Capital, LLC | 764 | $10.0K | 0.00% | +397+108.2% | Added |
| EverSource Wealth Advisors, LLC | 817 | $11.0K | 0.00% | −3,846−82.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 825 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 807 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 833 | $11.0K | 0.00% | +833 | New |
| Caldwell Trust Co | 847 | $11.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 896 | $12.0K | 0.00% | +327+57.5% | Added |
| Rosenberg Matthew Hamilton | 950 | $13.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,068 | $14.0K | 0.00% | −39−3.5% | Reduced |
| Avondale Wealth Management | 1,050 | $14.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 970 | $14.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,008 | $14.0K | 0.00% | +956+1,838.5% | Added |
| Clear Investment Research, LLC | 1,000 | $14.0K | 0.03% | +1,000 | New |
| CVA Family Office, LLC | 1,125 | $15.0K | 0.00% | +835+287.9% | Added |
| Horan Securities, Inc. | 1,215 | $17.0K | 0.01% | +1,215 | New |
| Central Trust Co | 1,350 | $18.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 1,331 | $18.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,349 | $18.0K | 0.00% | +82+6.5% | Added |
| Capital Analysts, LLC | 1,321 | $18.0K | 0.00% | +185+16.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,390 | $19.0K | 0.26% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,434 | $20.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,454 | $20.0K | 0.00% | +41+2.9% | Added |
| TD Waterhouse Canada Inc. | 1,139 | $21.5K | 0.00% | +139+13.9% | Added |
| Orion Capital Management LLC | 1,700 | $23.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,670 | $23.0K | 0.02% | +1,670 | New |
| Benjamin F. Edwards & Company, Inc. | 1,750 | $24.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,700 | $24.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,943 | $27.0K | 0.01% | −4,637−70.5% | Reduced |