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 |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 201,731 | $2.76M | 0.32% | −20,738−9.3% | Reduced |
| Eaton Vance Management | 207,402 | $2.84M | 0.00% | −19,728−8.7% | Reduced |
| Tudor Investment Corp Et Al | 207,418 | $2.84M | 0.07% | +140,385+209.4% | Added |
| Allianz Asset Management GmbH | 209,188 | $2.87M | 0.01% | +42,161+25.2% | Added |
| Schroder Investment Management Group | 209,347 | $2.87M | 0.00% | −53,265−20.3% | Reduced |
| Korea Investment CORP | 213,389 | $2.92M | 0.01% | +35,122+19.7% | Added |
| Achmea Investment Management B.V. | 214,556 | $2.94M | 0.10% | +2,480+1.2% | Added |
| Quantbot Technologies LP | 217,129 | $2.97M | 0.22% | +142,414+190.6% | Added |
| Susquehanna International Group, LLP | 220,337 | $3.02M | 0.01% | −30,502−12.2% | Reduced |
| Public Employees Retirement System of Ohio | 220,595 | $3.02M | 0.01% | +1,963+0.9% | Added |
| Andra AP-fonden | 226,200 | $3.10M | 0.10% | −107,800−32.3% | Reduced |
| Ossiam | 229,879 | $3.15M | 0.09% | +228,658+18,727.1% | Added |
| LPL Financial LLC | 230,543 | $3.16M | 0.00% | +72,488+45.9% | Added |
| Canada Pension Plan Investment Board | 240,800 | $3.30M | 0.01% | +10,900+4.7% | Added |
| HSBC Holdings PLC | 237,911 | $3.32M | 0.01% | +23,067+10.7% | Added |
| American Financial Group Inc | 245,000 | $3.36M | 1.16% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 251,164 | $3.44M | 0.01% | +78,291+45.3% | Added |
| Palouse Capital Management, Inc. | 252,140 | $3.45M | 1.96% | −7,420−2.9% | Reduced |
| Valueworks LLC | 254,568 | $3.49M | 1.42% | −315−0.1% | Reduced |
| Poehling Capital Management, LLC | 256,608 | $3.52M | 1.47% | +353+0.1% | Added |
| Walleye Trading LLC | 257,893 | $3.53M | 0.12% | +48,156+23.0% | Added |
| Live Oak Private Wealth LLC | 267,490 | $3.67M | 0.82% | +6,391+2.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 277,768 | $3.81M | 0.02% | +74,421+36.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 279,486 | $3.83M | 0.01% | +56,808+25.5% | Added |
| Cacti Asset Management LLC | 285,131 | $3.91M | 0.40% | −10,225−3.5% | Reduced |
| Insight Folios Inc | 294,778 | $4.04M | 2.06% | +18,197+6.6% | Added |
| Great West Life Assurance Co | 316,453 | $4.34M | 0.01% | +9,341+3.0% | 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 |
| Manufacturers Life Insurance Company, The | 340,990 | $4.67M | 0.00% | +86,901+34.2% | Added |
| Continental Advisors LLC | 342,917 | $4.70M | 4.37% | −25,000−6.8% | Reduced |
| ARGI Investment Services, LLC | 344,389 | $4.72M | 0.16% | +316,363+1,128.8% | Added |
| Robeco Institutional Asset Management B.V. | 364,184 | $4.99M | 0.02% | +114,176+45.7% | Added |
| Voya Investment Management LLC | 370,277 | $5.07M | 0.01% | +246,141+198.3% | Added |
| Jane Street Group, LLC | 377,199 | $5.17M | 0.01% | +362,412+2,450.9% | Added |
| Citigroup Inc | 382,579 | $5.24M | 0.01% | −87,229−18.6% | Reduced |
| Storebrand Asset Management AS | 392,932 | $5.38M | 0.03% | 00.0% | Unchanged |
| Wesleyan Assurance Society | 404,237 | $5.55M | 0.85% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 420,470 | $5.76M | 0.02% | +244,023+138.3% | Added |
| New York State Teachers Retirement System | 421,381 | $5.77M | 0.02% | +20,065+5.0% | Added |
| Susquehanna Fundamental Investments, LLC | 434,339 | $5.95M | 0.10% | +434,339 | New |
| Point72 Asset Management, L.P. | 447,100 | $6.13M | 0.03% | +447,100 | New |
| Pacer Advisors, Inc. | 462,655 | $6.34M | 0.04% | +452,109+4,287.0% | Added |
| Adage Capital Partners GP, L.L.C. | 463,469 | $6.35M | 0.02% | +112,800+32.2% | Added |
| State Board of Administration of Florida Retirement System | 470,822 | $6.45M | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 375,678 | $6.63M | 0.01% | +199,861+113.7% | Added |
| BNP Paribas Arbitrage, SA | 486,353 | $6.66M | 0.02% | +280,561+136.3% | Added |
| Thrivent Financial for Lutherans | 488,634 | $6.70M | 0.02% | +5,184+1.1% | Added |
| AE Wealth Management LLC | 545,956 | $7.48M | 0.06% | +199,970+57.8% | Added |
| Ameriprise Financial Inc | 549,874 | $7.54M | 0.00% | +36,613+7.1% | Added |
| Credit Suisse AG | 570,689 | $7.82M | 0.01% | −184,486−24.4% | Reduced |
| California State Teachers Retirement System | 574,321 | $7.87M | 0.01% | −12,376−2.1% | Reduced |
| Principal Financial Group Inc | 616,361 | $8.44M | 0.01% | +54,277+9.7% | Added |
| FIL Ltd | 632,592 | $8.67M | 0.01% | −335,158−34.6% | Reduced |
| Olstein Capital Management, L.P. | 677,200 | $9.28M | 1.56% | 00.0% | Unchanged |
| Intech Investment Management LLC | 706,158 | $9.67M | 0.07% | −741,189−51.2% | Reduced |
| Rhumbline Advisers | 714,308 | $9.79M | 0.01% | +113,683+18.9% | Added |
| Baird Financial Group, Inc. | 734,676 | $10.1M | 0.03% | +48,047+7.0% | Added |
| Wells Fargo & Company | 742,831 | $10.2M | 0.00% | −38,109−4.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 774,638 | $10.6M | 0.04% | +5,403+0.7% | Added |
| California Public Employees Retirement System | 844,473 | $11.6M | 0.01% | +235,601+38.7% | Added |
| Alliancebernstein L.P. | 885,719 | $12.1M | 0.01% | +404,163+83.9% | Added |
| Prudential Financial Inc | 878,550 | $12.4M | 0.02% | +321,242+57.6% | Added |
| Barclays PLC | 922,535 | $12.6M | 0.01% | +387,094+72.3% | Added |
| Renaissance Technologies LLC | 924,600 | $12.7M | 0.02% | +924,600 | New |
| Agf Investments Inc. | 964,867 | $13.2M | 0.13% | −38,599−3.8% | Reduced |
| Royal Bank of Canada | 1,060,175 | $14.5M | 0.00% | +44,904+4.4% | Added |
| UBS Group AG | 1,061,352 | $14.5M | 0.01% | +246,234+30.2% | Added |
| Squarepoint Ops LLC | 1,142,747 | $15.7M | 0.14% | +467,511+69.2% | Added |
| New York State Common Retirement Fund | 1,175,671 | $16.1M | 0.02% | −23,371−1.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,358,900 | $18.6M | 0.11% | +40,500+3.1% | Added |
| Nuveen Asset Management, LLC | 1,457,162 | $20.0M | 0.01% | +48,532+3.4% | Added |
| First Trust Advisors LP | 1,457,740 | $20.0M | 0.03% | +240,441+19.8% | Added |
| American Century Companies Inc | 1,511,125 | $20.7M | 0.02% | +4,472+0.3% | Added |
| Deutsche Bank AG | 1,542,760 | $21.1M | 0.01% | −511,754−24.9% | Reduced |
| AQR Capital Management LLC | 1,600,592 | $21.9M | 0.05% | −1,515,675−48.6% | Reduced |
| Legal & General Group Plc | 1,634,161 | $22.4M | 0.01% | −2,207−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,687,028 | $23.1M | 0.02% | −237,150−12.3% | Reduced |
| Letko, Brosseau & Associates Inc | 1,819,013 | $24.9M | 0.49% | −30,700−1.7% | Reduced |
| Amundi | 1,669,201 | $25.5M | 0.02% | +85,630+5.4% | Added |
| Schonfeld Strategic Advisors LLC | 1,922,692 | $26.3M | 0.22% | +1,837,765+2,163.9% | Added |
| UBS Asset Management Americas Inc | 2,011,046 | $27.6M | 0.02% | +45,907+2.3% | Added |
| Bank of America Corp | 2,046,653 | $28.0M | 0.00% | −262,492−11.4% | Reduced |
| D. E. Shaw & Co., Inc. | 2,163,362 | $29.6M | 0.05% | +1,217,808+128.8% | Added |
| Fiera Capital Corp | 2,376,241 | $30.5M | 0.11% | −86,456−3.5% | Reduced |
| Swedbank AB | 2,559,983 | $35.1M | 0.08% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 2,685,142 | $36.8M | 0.18% | +6850.0% | Added |
| Two Sigma Advisers, LP | 2,963,100 | $40.6M | 0.12% | −256,500−8.0% | Reduced |
| Price T Rowe Associates Inc | 3,035,742 | $41.6M | 0.01% | +95,267+3.2% | Added |
| Goldman Sachs Group Inc | 3,323,118 | $45.5M | 0.01% | +847,248+34.2% | Added |
| Norges Bank | 3,430,773 | $47.0M | 0.01% | −1,1500.0% | Reduced |
| Citadel Advisors LLC | 3,594,339 | $49.2M | 0.06% | +3,300,252+1,122.2% | Added |
| Charles Schwab Investment Management Inc | 3,662,409 | $50.2M | 0.02% | +905,128+32.8% | Added |
| JPMorgan Chase & Co | 3,663,624 | $50.2M | 0.01% | −1,207,322−24.8% | Reduced |
| Bank of New York Mellon Corp | 3,667,667 | $50.2M | 0.01% | +53,343+1.5% | Added |
| FMR LLC | 4,453,264 | $61.0M | 0.01% | +164,103+3.8% | Added |
| Northern Trust Corp | 4,455,038 | $61.0M | 0.01% | +953,147+27.2% | Added |
| Morgan Stanley | 4,929,089 | $67.5M | 0.01% | +94,381+2.0% | Added |
| Massachusetts Financial Services Co | 6,764,060 | $92.7M | 0.03% | −62,540−0.9% | Reduced |
| Dimensional Fund Advisors LP | 8,560,662 | $117.3M | 0.05% | −356,689−4.0% | Reduced |