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 |
|---|---|---|---|---|---|
| Pendal Group Limited | 20,803 | $285.0K | 0.00% | +1,517+7.9% | Added |
| NorthCrest Asset Manangement, LLC | 21,150 | $290.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 21,505 | $295.0K | 0.02% | +20,084+1,413.4% | Added |
| CSS LLC | 22,000 | $301.0K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 22,015 | $302.0K | 0.01% | +465+2.2% | Added |
| Baldrige Asset Management LLC | 22,129 | $303.0K | 0.14% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 22,086 | $303.0K | 0.02% | +22,086 | New |
| Balentine LLC | 22,227 | $305.0K | 0.01% | −4,078−15.5% | Reduced |
| Morningstar Investment Services LLC | 20,108 | $305.0K | 0.00% | +1,286+6.8% | Added |
| Unison Advisors LLC | 22,368 | $307.0K | 0.06% | +5,531+32.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 22,488 | $308.0K | 0.00% | +2,875+14.7% | Added |
| Assenagon Asset Management S.A. | 22,708 | $311.0K | 0.00% | +22,708 | New |
| Oppenheimer Asset Management Inc. | 23,098 | $316.0K | 0.01% | −786−3.3% | Reduced |
| United Capital Financial Advisers, LLC | 23,503 | $322.0K | 0.00% | −4,435−15.9% | Reduced |
| Harbour Investments, Inc. | 19,964 | $322.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 23,583 | $323.0K | 0.00% | +21+0.1% | Added |
| Magnetar Financial LLC | 23,657 | $324.0K | 0.00% | +23,657 | New |
| Stratos Wealth Partners, LTD. | 23,705 | $325.0K | 0.01% | −429−1.8% | Reduced |
| Captrust Financial Advisors | 23,847 | $327.0K | 0.00% | +3,402+16.6% | Added |
| Equitable Holdings, Inc. | 24,160 | $331.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 24,355 | $334.0K | 0.00% | +2,212+10.0% | Added |
| Ethic Inc. | 24,594 | $337.0K | 0.02% | −3,167−11.4% | Reduced |
| Bayesian Capital Management, LP | 24,600 | $337.0K | 0.07% | +11,000+80.9% | Added |
| Lumina Fund Management LLC | 25,000 | $343.0K | 0.18% | 00.0% | Unchanged |
| SEI Investments Co | 25,335 | $347.0K | 0.00% | −64,308−71.7% | Reduced |
| Elo Mutual Pension Insurance Co | 25,448 | $349.0K | 0.01% | −1,736−6.4% | Reduced |
| Element Wealth, LLC | 25,651 | $351.0K | 0.32% | +112+0.4% | Added |
| Nordea Investment Management AB | 26,244 | $367.0K | 0.00% | +3,467+15.2% | Added |
| Cetera Advisors LLC | 27,066 | $371.0K | 0.01% | −1,776−6.2% | Reduced |
| Metropolitan Life Insurance Co | 27,081 | $371.0K | 0.02% | +6,802+33.5% | Added |
| Cetera Investment Advisers | 27,411 | $376.0K | 0.01% | +3,666+15.4% | Added |
| US Bancorp | 27,407 | $377.0K | 0.00% | −17,197−38.6% | Reduced |
| Norinchukin Bank, The | 27,499 | $377.0K | 0.01% | +7,220+35.6% | Added |
| Verition Fund Management LLC | 27,885 | $382.0K | 0.01% | +2,102+8.2% | Added |
| Tower Research Capital LLC (TRC) | 28,134 | $386.0K | 0.01% | +16,139+134.5% | Added |
| Louisiana State Employees Retirement System | 29,100 | $399.0K | 0.01% | +7,800+36.6% | Added |
| Federation des caisses Desjardins du Quebec | 29,593 | $405.4K | 0.00% | −86,953−74.6% | Reduced |
| Horizon Investments, LLC | 30,004 | $406.0K | 0.01% | +30,004 | New |
| Vontobel Holding Ltd. | 29,253 | $414.0K | 0.00% | −2,153−6.9% | Reduced |
| Wealthcare Advisory Partners LLC | 30,467 | $417.0K | 0.02% | −11,100−26.7% | Reduced |
| Cetera Advisor Networks LLC | 30,587 | $419.0K | 0.01% | −144−0.5% | Reduced |
| Natixis Advisors, L.P. | 30,811 | $422.0K | 0.00% | −4,577−12.9% | Reduced |
| Crossmark Global Holdings, Inc. | 31,504 | $431.0K | 0.01% | −907−2.8% | Reduced |
| Meeder Asset Management Inc | 32,024 | $439.0K | 0.03% | +3,642+12.8% | Added |
| Seeyond | 32,137 | $440.0K | 0.05% | −1,176−3.5% | Reduced |
| Banque Pictet & Cie SA | 32,220 | $441.4K | 0.00% | −41,271−56.2% | Reduced |
| Hilltop Holdings Inc. | 32,593 | $446.0K | 0.06% | −447−1.4% | Reduced |
| Investors Research Corp | 33,575 | $460.0K | 0.14% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 33,868 | $464.0K | 0.01% | −6,131−15.3% | Reduced |
| Janus Henderson Group PLC | 33,931 | $465.0K | 0.00% | +164+0.5% | Added |
| Westpac Banking Corp | 33,942 | $465.0K | 0.01% | −5,635−14.2% | Reduced |
| Wolverine Trading, LLC | 33,050 | $467.0K | 0.02% | +15,069+83.8% | Added |
| Public Employees Retirement Association of Colorado | 34,624 | $474.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 35,092 | $481.0K | 0.01% | +35,092 | New |
| Neuberger Berman Group LLC | 35,196 | $485.0K | 0.00% | +7,927+29.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 35,386 | $485.0K | 0.01% | +35,386 | New |
| Kentucky Retirement Systems | 35,609 | $488.0K | 0.02% | +10,618+42.5% | Added |
| Portland Investment Counsel Inc. | 35,983 | $493.0K | 0.32% | 00.0% | Unchanged |
| Alps Advisors Inc | 36,800 | $504.0K | 0.00% | +36,800 | New |
| Securian Asset Management, Inc | 37,081 | $508.0K | 0.02% | +9,898+36.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,338 | $512.0K | 0.00% | +3,283+9.6% | Added |
| Stock Yards Bank & Trust Co | 37,502 | $514.0K | 0.02% | +1,800+5.0% | Added |
| Two Sigma Securities, LLC | 37,624 | $515.0K | 0.07% | +37,624 | New |
| Leonteq Securities AG | 37,613 | $515.3K | 0.03% | +1,148+3.1% | Added |
| Mercer Global Advisors Inc | 37,978 | $520.0K | 0.00% | −160.0% | Reduced |
| Advisor Partners II, LLC | 39,581 | $542.0K | 0.04% | +39,581 | New |
| Franklin Resources Inc | 39,671 | $544.0K | 0.00% | +1,270+3.3% | Added |
| SG Americas Securities, LLC | 39,956 | $547.0K | 0.01% | −5,488−12.1% | Reduced |
| Man Group plc | 40,007 | $548.0K | 0.00% | – | – |
| IFP Advisors, Inc | 19,701 | $548.0K | 0.02% | +2,567+15.0% | Added |
| ARGA Investment Management, LP | 40,830 | $559.4K | 0.03% | +11,602+39.7% | Added |
| Nissay Asset Management Corp | 40,889 | $560.0K | 0.01% | +1,091+2.7% | Added |
| D.A. Davidson & Co. | 40,980 | $561.0K | 0.01% | +3,875+10.4% | Added |
| Teachers Retirement System of the State of Kentucky | 41,009 | $562.0K | 0.01% | +41,009 | New |
| Erste Asset Management GmbH | 40,659 | $574.5K | 0.01% | +5,919+17.0% | Added |
| Allspring Global Investments Holdings, LLC | 43,065 | $589.0K | 0.00% | +10,194+31.0% | Added |
| Hartford Investment Management Co | 43,308 | $593.0K | 0.02% | +10,815+33.3% | Added |
| 1832 Asset Management L.P. | 43,506 | $596.0K | 0.00% | −465−1.1% | Reduced |
| Janney Montgomery Scott LLC | 44,405 | $608.0K | 0.00% | +3,667+9.0% | Added |
| Quantinno Capital Management LP | 44,741 | $613.0K | 0.08% | +2,243+5.3% | Added |
| F3Logic, LLC | 48,119 | $656.0K | 0.14% | −41−0.1% | Reduced |
| Snowden Capital Advisors LLC | 48,564 | $665.0K | 0.03% | +8,527+21.3% | Added |
| Teacher Retirement System of Texas | 48,751 | $668.0K | 0.00% | −17,891−26.8% | Reduced |
| Holocene Advisors, LP | 50,320 | $689.0K | 0.00% | +50,320 | New |
| Private Advisor Group, LLC | 50,903 | $697.0K | 0.01% | −13,019−20.4% | Reduced |
| Czech National Bank | 52,817 | $724.0K | 0.02% | +52,817 | New |
| Voloridge Investment Management, LLC | 52,893 | $725.0K | 0.00% | +52,893 | New |
| Highland Capital Management, LLC | 53,238 | $730.0K | 0.06% | +5,550+11.6% | Added |
| Xponance, Inc. | 53,848 | $738.0K | 0.01% | +14,635+37.3% | Added |
| State of Tennessee, Treasury Department | 55,063 | $754.0K | 0.00% | −5,960−9.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 55,522 | $761.0K | 0.00% | +3,251+6.2% | Added |
| Caisse de Depot Et Placement du Quebec | 56,037 | $768.0K | 0.00% | −62,100−52.6% | Reduced |
| Group One Trading, L.P. | 56,108 | $769.0K | 0.03% | +31,447+127.5% | Added |
| Mackenzie Financial Corp | 56,317 | $772.0K | 0.00% | +36,607+185.7% | Added |
| WBI Investments | 57,009 | $781.0K | 0.23% | +57,009 | New |
| CIBC Asset Management Inc | 57,449 | $787.0K | 0.00% | +10,339+21.9% | Added |
| Wright Investors Service Inc | 58,480 | $801.0K | 0.25% | −4,474−7.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 58,456 | $801.0K | 0.08% | +58,456 | New |
| HighTower Advisors, LLC | 58,847 | $803.0K | 0.00% | +10,482+21.7% | Added |
| Mariner, LLC | 59,518 | $815.0K | 0.00% | +12,241+25.9% | Added |