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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 8,885,540 | $121.6M | 0.02% | +1,946,975+28.1% | Added |
| State Street Corp | 25,414,143 | $348.2M | 0.02% | +9,345,810+58.2% | Added |
| BlackRock Inc. | 43,430,862 | $595.0M | 0.02% | +3,642,905+9.2% | Added |
| Vanguard Group Inc | 51,822,554 | $710.0M | 0.02% | +1,322,500+2.6% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 55,758,634 | $763.9M | 20.11% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −2,464,849−100.0% | Sold out |
| Kiltearn Partners LLP | 0 | $0 | 0.00% | −2,092,777−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −242,232−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −215,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −200,400−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −181,604−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −178,504−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −175,774−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −66,573−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −62,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −54,804−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −51,987−100.0% | Sold out |
| Disciplined Equity Management, Inc. | 0 | $0 | 0.00% | −46,685−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −43,772−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −41,765−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −37,397−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −30,983−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −28,738−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −28,264−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −26,570−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −26,579−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −26,176−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −25,590−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −25,105−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −23,744−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −21,100−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −20,250−100.0% | Sold out |
| Wealth Management Associates, Inc. | 0 | $0 | 0.00% | −20,080−100.0% | Sold out |
| Gibraltar Capital Management, Inc. | 0 | $0 | 0.00% | −17,824−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −14,699−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,496−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −12,509−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −12,487−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −12,138−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,327−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −11,115−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −10,472−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −8,630−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −3,892−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −2,999−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −1,831−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,051−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −467−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Surevest, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Brewin Dolphin Ltd | – | – | – | – | Not filed |
| Sciencast Management LP | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |