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 |
|---|---|---|---|---|---|
| JustInvest LLC | 60,097 | $823.0K | 0.04% | +824+1.4% | Added |
| Gulf International Bank (UK) Ltd | 60,175 | $824.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 62,807 | $860.0K | 0.01% | +16,889+36.8% | Added |
| New York Life Investment Management LLC | 62,961 | $862.0K | 0.01% | +16,495+35.5% | Added |
| State of Alaska, Department of Revenue | 63,106 | $864.0K | 0.01% | +14,720+30.4% | Added |
| Texas Permanent School Fund | 64,075 | $878.0K | 0.01% | +20,817+48.1% | Added |
| RBF Capital, LLC | 65,000 | $891.0K | 0.08% | −75,000−53.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 65,250 | $894.0K | 0.01% | −5,549−7.8% | Reduced |
| Comerica Bank | 59,835 | $901.0K | 0.01% | +14,642+32.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 66,538 | $912.0K | 0.01% | +17,512+35.7% | Added |
| Kestra Advisory Services, LLC | 66,825 | $916.0K | 0.01% | −1,154−1.7% | Reduced |
| Utah Retirement Systems | 66,878 | $916.0K | 0.02% | +300+0.5% | Added |
| Tredje AP-fonden | 67,347 | $923.0K | 0.02% | +67,347 | New |
| Parallax Volatility Advisers, L.P. | 67,742 | $928.0K | 0.02% | +14,238+26.6% | Added |
| Handelsbanken Fonder AB | 68,800 | $943.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 68,823 | $944.0K | 0.00% | +1,005+1.5% | Added |
| IFM Investors Pty Ltd | 69,289 | $949.0K | 0.02% | +1,435+2.1% | Added |
| Teza Capital Management LLC | 69,665 | $954.0K | 0.20% | +20,098+40.5% | Added |
| Aviance Capital Partners, LLC | 71,282 | $977.0K | 0.24% | −5,829−7.6% | Reduced |
| ING Groep NV | 71,297 | $977.0K | 0.02% | +7,934+12.5% | Added |
| Capstone Investment Advisors, LLC | 73,354 | $1.00M | 0.02% | +28,736+64.4% | Added |
| Mork Capital Management, LLC | 73,400 | $1.01M | 0.99% | 00.0% | Unchanged |
| Simplex Trading, LLC | 74,105 | $1.01M | 0.04% | +52,188+238.1% | Added |
| Rothschild Investment Corp | 74,425 | $1.02M | 0.10% | −4,915−6.2% | Reduced |
| Hourglass Capital, LLC | 74,935 | $1.03M | 0.39% | 00.0% | Unchanged |
| CIBC World Markets Corp | 75,122 | $1.03M | 0.01% | −700−0.9% | Reduced |
| DekaBank Deutsche Girozentrale | 74,965 | $1.05M | 0.00% | +2,136+2.9% | Added |
| DnB Asset Management AS | 76,844 | $1.05M | 0.01% | +905+1.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 79,231 | $1.08M | 0.02% | +5,170+7.0% | Added |
| Nomura Asset Management Co Ltd | 79,737 | $1.09M | 0.01% | +538+0.7% | Added |
| Yousif Capital Management, LLC | 79,805 | $1.09M | 0.02% | +14,035+21.3% | Added |
| Public Sector Pension Investment Board | 80,862 | $1.11M | 0.01% | +48,113+146.9% | Added |
| Shell Asset Management Co | 82,742 | $1.13M | 0.04% | −21,455−20.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 83,326 | $1.14M | 0.00% | +18,122+27.8% | Added |
| Ensign Peak Advisors, Inc | 84,080 | $1.15M | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 84,138 | $1.15M | 0.00% | +395+0.5% | Added |
| Forsta Ap-Fonden | 89,100 | $1.22M | 0.01% | −123,400−58.1% | Reduced |
| Gamco Investors, Inc. Et Al | 90,000 | $1.23M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 93,701 | $1.28M | 0.01% | −2,743−2.8% | Reduced |
| Stonebridge Capital Advisors LLC | 95,378 | $1.31M | 0.17% | −374,505−79.7% | Reduced |
| National Bank of Canada | 96,153 | $1.32M | 0.01% | +70,222+270.8% | Added |
| TD Asset Management Inc | 93,760 | $1.32M | 0.00% | +6,700+7.7% | Added |
| Victory Capital Management Inc | 97,482 | $1.34M | 0.00% | −484,529−83.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 97,645 | $1.34M | 0.01% | +10,776+12.4% | Added |
| Duality Advisers, LP | 99,948 | $1.37M | 0.15% | +99,948 | New |
| Raymond James & Associates | 100,956 | $1.38M | 0.00% | −2,358−2.3% | Reduced |
| Truvestments Capital LLC | 101,652 | $1.39M | 0.88% | −3,152−3.0% | Reduced |
| Prospector Partners LLC | 109,090 | $1.50M | 0.23% | −800−0.7% | Reduced |
| Wealthfront Advisers LLC | 109,360 | $1.50M | 0.01% | −14,649−11.8% | Reduced |
| Oregon Public Employees Retirement Fund | 117,483 | $1.61M | 0.02% | +7,793+7.1% | Added |
| Blair William & Co | 117,541 | $1.61M | 0.01% | +52,620+81.1% | Added |
| MetLife Investment Management | 119,063 | $1.63M | 0.01% | +27,587+30.2% | Added |
| Brandywine Global Investment Management, LLC | 122,757 | $1.68M | 0.02% | +58,688+91.6% | Added |
| American International Group, Inc. | 123,036 | $1.69M | 0.01% | +28,805+30.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 123,412 | $1.70M | 0.03% | +13,877+12.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 126,112 | $1.73M | 0.01% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 126,193 | $1.73M | 0.10% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 131,324 | $1.80M | 0.00% | −4,836−3.6% | Reduced |
| Two Sigma Investments, LP | 134,656 | $1.84M | 0.01% | +134,656 | New |
| Alaska Permanent Fund Corp | 135,300 | $1.85M | 0.03% | 00.0% | Unchanged |
| Mount Lucas Management LP | 137,242 | $1.88M | 0.65% | −1,420−1.0% | Reduced |
| State of Michigan Retirement System | 137,550 | $1.88M | 0.01% | +32,200+30.6% | Added |
| Advisor Group Holdings, Inc. | 137,814 | $1.89M | 0.00% | +3,827+2.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 117,194 | $1.89M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 139,207 | $1.91M | 0.02% | +16,154+13.1% | Added |
| Swiss Life Asset Management Ltd | 139,374 | $1.91M | 0.03% | +6,145+4.6% | Added |
| Truist Financial Corp | 139,641 | $1.91M | 0.00% | +1,983+1.4% | Added |
| Vestcor Inc | 143,397 | $1.97M | 0.07% | +380.0% | Added |
| Asset Management One Co.,Ltd. | 144,196 | $1.98M | 0.01% | +2,310+1.6% | Added |
| Illinois Municipal Retirement Fund | 144,212 | $1.98M | 0.05% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 147,778 | $2.02M | 0.08% | +35,412+31.5% | Added |
| Gabelli Funds LLC | 151,000 | $2.07M | 0.02% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 151,093 | $2.07M | 0.01% | −388,882−72.0% | Reduced |
| Stifel Financial Corp | 151,948 | $2.08M | 0.00% | −49,161−24.4% | Reduced |
| Scotia Capital Inc. | 153,646 | $2.10M | 0.02% | +1,827+1.2% | Added |
| Caas Capital Management LP | 153,923 | $2.11M | 0.28% | +85,000+123.3% | Added |
| Hussman Strategic Advisors, Inc. | 155,000 | $2.12M | 0.37% | +20,000+14.8% | Added |
| Macquarie Group Ltd | 155,882 | $2.14M | 0.00% | −1,440−0.9% | Reduced |
| ProShare Advisors LLC | 157,636 | $2.16M | 0.01% | +17,546+12.5% | Added |
| Envestnet Asset Management Inc | 158,019 | $2.17M | 0.00% | −1,641−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 158,500 | $2.17M | 0.02% | +310+0.2% | Added |
| State of New Jersey Common Pension Fund D | 163,509 | $2.24M | 0.01% | −16,141−9.0% | Reduced |
| Treasurer of the State of North Carolina | 166,160 | $2.28M | 0.02% | +1,930+1.2% | Added |
| Commonwealth Equity Services, LLC | 170,050 | $2.33M | 0.01% | +73,480+76.1% | Added |
| STRS Ohio | 172,106 | $2.36M | 0.01% | +1,283+0.8% | Added |
| CX Institutional | 173,265 | $2.37M | 0.16% | +172,781+35,698.6% | Added |
| Gotham Asset Management, LLC | 173,677 | $2.38M | 0.07% | −27,616−13.7% | Reduced |
| Wellington Management Group LLP | 176,070 | $2.41M | 0.00% | −5,485−3.0% | Reduced |
| Pictet Asset Management SA | 179,173 | $2.46M | 0.00% | +5,503+3.2% | Added |
| Brinker Capital Investments, LLC | 181,028 | $2.48M | 0.05% | +25,973+16.8% | Added |
| Bank of Nova Scotia | 181,512 | $2.49M | 0.01% | +181,512 | New |
| Guggenheim Capital LLC | 183,257 | $2.51M | 0.02% | −11,515−5.9% | Reduced |
| Rafferty Asset Management, LLC | 184,266 | $2.52M | 0.03% | +40,997+28.6% | Added |
| Gifford Fong Associates | 185,393 | $2.54M | 0.63% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 185,671 | $2.54M | 0.53% | +22,495+13.8% | Added |
| Toronto Dominion Bank | 189,987 | $2.60M | 0.00% | +25,478+15.5% | Added |
| Russell Investments Group, Ltd. | 189,768 | $2.62M | 0.01% | −31,639−14.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 191,925 | $2.63M | 0.03% | −11,200−5.5% | Reduced |
| State of Wisconsin Investment Board | 194,139 | $2.66M | 0.01% | −47,048−19.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 198,651 | $2.72M | 0.01% | −19,059−8.8% | Reduced |