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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 2,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,200 | $30.0K | 0.01% | −8,405−79.3% | Reduced |
| Sentry Investment Management LLC | 2,238 | $31.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,340 | $32.1K | 0.00% | +110+4.9% | Added |
| TCI Wealth Advisors, Inc. | 2,557 | $35.0K | 0.01% | −62−2.4% | Reduced |
| Silvant Capital Management LLC | 2,649 | $36.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,737 | $37.0K | 0.00% | +53+2.0% | Added |
| Exchange Traded Concepts, LLC | 2,665 | $37.0K | 0.00% | +670+33.6% | Added |
| TD Private Client Wealth LLC | 3,215 | $44.0K | 0.00% | −340−9.6% | Reduced |
| Longfellow Investment Management Co LLC | 3,430 | $47.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 3,425 | $47.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,715 | $51.0K | 0.01% | +426+13.0% | Added |
| Ellevest, Inc. | 3,870 | $53.0K | 0.01% | −636−14.1% | Reduced |
| MCF Advisors LLC | 3,892 | $53.0K | 0.01% | +2,430+166.2% | Added |
| Northwest Investment Counselors, LLC | 3,997 | $55.0K | 0.02% | −900−18.4% | Reduced |
| Deseret Mutual Benefit Administrators | 4,033 | $55.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 4,322 | $59.0K | 0.00% | −107−2.4% | Reduced |
| Covestor Ltd | 4,982 | $68.0K | 0.06% | +4,953+17,079.3% | Added |
| Parallel Advisors, LLC | 5,050 | $69.0K | 0.00% | −1,700−25.2% | Reduced |
| Optimum Investment Advisors | 5,300 | $73.0K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,598 | $76.0K | 0.00% | +1,000+21.7% | Added |
| AlphaCentric Advisors LLC | 5,554 | $76.0K | 0.08% | +5,554 | New |
| CWM, LLC | 5,949 | $82.0K | 0.00% | −885−12.9% | Reduced |
| MUFG Americas Holdings Corp | 6,596 | $90.0K | 0.00% | −445−6.3% | Reduced |
| Altshuler Shaham Ltd | 6,894 | $97.0K | 0.00% | −797−10.4% | Reduced |
| Banque Cantonale Vaudoise | 7,504 | $103.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 8,625 | $118.0K | 0.01% | −806−8.5% | Reduced |
| Bessemer Group Inc | 8,861 | $121.0K | 0.00% | −1,287−12.7% | Reduced |
| First National Bank of South Miami | 8,895 | $122.0K | 0.09% | −489−5.2% | Reduced |
| Van Eck Associates Corp | 9,557 | $131.0K | 0.00% | +3,927+69.8% | Added |
| KBC Group NV | 9,664 | $132.0K | 0.00% | 00.0% | Unchanged |
| Synovus Financial Corp | 10,323 | $141.0K | 0.00% | +21+0.2% | Added |
| Federated Hermes, Inc. | 10,271 | $141.0K | 0.00% | +9,244+900.1% | Added |
| Ford Financial Group, LLC | 10,398 | $142.0K | 0.06% | +31+0.3% | Added |
| Forum Financial Management, LP | 10,430 | $143.0K | 0.01% | −1,135−9.8% | Reduced |
| Fayez Sarofim & Co | 10,691 | $146.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 10,811 | $148.0K | 0.00% | −1,495−12.1% | Reduced |
| Meridian Wealth Advisors, LLC | 10,798 | $148.0K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,041 | $151.0K | 0.01% | +11,041 | New |
| Paragon Capital Management Ltd | 11,072 | $152.0K | 0.04% | −292−2.6% | Reduced |
| Creative Planning | 11,171 | $153.0K | 0.00% | +9,961+823.2% | Added |
| Commerce Bank | 11,264 | $154.0K | 0.00% | −540−4.6% | Reduced |
| Regentatlantic Capital LLC | 11,498 | $158.0K | 0.00% | +11,498 | New |
| Greenleaf Trust | 11,697 | $160.0K | 0.00% | +129+1.1% | Added |
| Quantitative Investment Management, LLC | 11,790 | $161.0K | 0.03% | −6,094−34.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,961 | $164.0K | 0.01% | −4,941−29.2% | Reduced |
| William Blair Investment Management, LLC | 12,083 | $166.0K | 0.00% | −186−1.5% | Reduced |
| Wipfli Financial Advisors LLC, | 12,240 | $168.0K | 0.01% | +12,240 | New |
| O'Shaughnessy Asset Management, LLC | 12,309 | $169.0K | 0.00% | −1,272−9.4% | Reduced |
| APG Asset Management N.V. | 12,131 | $170.0K | 0.00% | −2,400−16.5% | Reduced |
| Metis Global Partners, LLC | 12,386 | $170.0K | 0.03% | +12,386 | New |
| EPG Wealth Management LLC | 12,920 | $177.0K | 0.07% | +12,920 | New |
| Running Point Capital Advisors, LLC | 13,000 | $178.0K | 0.12% | −45−0.3% | Reduced |
| Investors Asset Management of Georgia Inc | 13,048 | $179.0K | 0.09% | −835−6.0% | Reduced |
| Keystone Financial Group | 13,079 | $179.0K | 0.04% | +944+7.8% | Added |
| Signaturefd, LLC | 13,403 | $184.0K | 0.01% | −1,749−11.5% | Reduced |
| Moors & Cabot, Inc. | 13,784 | $189.0K | 0.01% | +3,004+27.9% | Added |
| Prudential PLC | 14,051 | $192.0K | 0.00% | +1,899+15.6% | Added |
| Assetmark, Inc | 14,051 | $192.0K | 0.00% | +5,690+68.1% | Added |
| Glenmede Trust Co NA | 14,252 | $194.0K | 0.00% | −3,416−19.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,244 | $195.0K | 0.02% | +833+6.2% | Added |
| Retirement Planning Co of New England, Inc. | 14,263 | $195.0K | 0.14% | +2,388+20.1% | Added |
| Davenport & Co LLC | 14,313 | $196.0K | 0.00% | +14,313 | New |
| Old National Bancorp | 14,413 | $198.0K | 0.01% | −2,227−13.4% | Reduced |
| Novare Capital Management LLC | 14,500 | $199.0K | 0.03% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 14,640 | $201.0K | 0.03% | −19−0.1% | Reduced |
| Tennessee Valley Asset Management Partners | 14,733 | $202.0K | 0.08% | +3,965+36.8% | Added |
| Carret Asset Management, LLC | 14,800 | $203.0K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 14,944 | $205.0K | 0.54% | +14,944 | New |
| Beacon Pointe Advisors, LLC | 15,019 | $206.0K | 0.00% | +81+0.5% | Added |
| Sigma Planning Corp | 15,241 | $209.0K | 0.01% | −143−0.9% | Reduced |
| Centennial Wealth Advisory LLC | 15,267 | $209.0K | 0.12% | +3,129+25.8% | Added |
| Kestra Private Wealth Services, LLC | 15,391 | $211.0K | 0.01% | +1,089+7.6% | Added |
| Ieq Capital, LLC | 15,779 | $216.0K | 0.01% | +5,545+54.2% | Added |
| Tokio Marine Asset Management Co Ltd | 16,079 | $220.0K | 0.02% | −793−4.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16,037 | $220.0K | 0.01% | −21−0.1% | Reduced |
| LSV Asset Management | 16,200 | $222.0K | 0.00% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 16,230 | $222.0K | 0.00% | +16,230 | New |
| Purus Wealth Management, LLC | 16,299 | $223.0K | 0.21% | +184+1.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,302 | $223.0K | 0.02% | +4,798+41.7% | Added |
| Pathstone Family Office, LLC | 16,262 | $224.9K | 0.00% | +1,164+7.7% | Added |
| M&T Bank Corp | 16,687 | $228.0K | 0.00% | −2,866−14.7% | Reduced |
| Visionary Wealth Advisors | 16,770 | $230.0K | 0.02% | −98−0.6% | Reduced |
| New Mexico Educational Retirement Board | 17,214 | $236.0K | 0.01% | −1,700−9.0% | Reduced |
| Vident Investment Advisory, LLC | 17,481 | $236.0K | 0.01% | −312−1.8% | Reduced |
| Corient Capital Partners, LLC | 14,857 | $240.0K | 0.02% | +11+0.1% | Added |
| Rathbone Brothers plc | 17,540 | $240.0K | 0.00% | +17,540 | New |
| MML Investors Services, LLC | 18,775 | $257.0K | 0.00% | +2,106+12.6% | Added |
| Savant Capital, LLC | 19,118 | $262.0K | 0.01% | +1,929+11.2% | Added |
| Panagora Asset Management Inc | 19,421 | $266.0K | 0.00% | −302−1.5% | Reduced |
| Arvest Trust Co N A | 19,408 | $266.0K | 0.02% | +19,408 | New |
| Cutler Group LP | 19,946 | $273.0K | 0.03% | −15,007−42.9% | Reduced |
| Proffitt & Goodson Inc | 19,912 | $273.0K | 0.06% | +1,972+11.0% | Added |
| Verdence Capital Advisors LLC | 19,932 | $273.0K | 0.04% | +5,545+38.5% | Added |
| Bremer Bank National Association | 20,029 | $274.0K | 0.06% | +20,029 | New |
| Eagle Rock Investment Company, LLC | 20,175 | $276.0K | 0.07% | 00.0% | Unchanged |
| Toroso Investments, LLC | 20,188 | $277.0K | 0.01% | +4,206+26.3% | Added |
| Aviva PLC | 20,232 | $277.0K | 0.00% | +20,232 | New |
| Lazard Asset Management LLC | 20,384 | $279.0K | 0.00% | +20,299+23,881.2% | Added |
| DGS Capital Management, LLC | 20,629 | $282.6K | 0.19% | +1,510+7.9% | Added |