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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 63,106 | $864.0K | 0.01% | +14,720+30.4% | Added |
| New York Life Investment Management LLC | 62,961 | $862.0K | 0.01% | +16,495+35.5% | Added |
| Mutual of America Capital Management LLC | 62,807 | $860.0K | 0.01% | +16,889+36.8% | Added |
| Gulf International Bank (UK) Ltd | 60,175 | $824.0K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 60,097 | $823.0K | 0.04% | +824+1.4% | Added |
| Mariner, LLC | 59,518 | $815.0K | 0.00% | +12,241+25.9% | Added |
| HighTower Advisors, LLC | 58,847 | $803.0K | 0.00% | +10,482+21.7% | 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 |
| CIBC Asset Management Inc | 57,449 | $787.0K | 0.00% | +10,339+21.9% | Added |
| WBI Investments | 57,009 | $781.0K | 0.23% | +57,009 | New |
| Mackenzie Financial Corp | 56,317 | $772.0K | 0.00% | +36,607+185.7% | Added |
| Group One Trading, L.P. | 56,108 | $769.0K | 0.03% | +31,447+127.5% | Added |
| Caisse de Depot Et Placement du Quebec | 56,037 | $768.0K | 0.00% | −62,100−52.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 55,522 | $761.0K | 0.00% | +3,251+6.2% | Added |
| State of Tennessee, Treasury Department | 55,063 | $754.0K | 0.00% | −5,960−9.8% | Reduced |
| Xponance, Inc. | 53,848 | $738.0K | 0.01% | +14,635+37.3% | Added |
| Highland Capital Management, LLC | 53,238 | $730.0K | 0.06% | +5,550+11.6% | Added |
| Voloridge Investment Management, LLC | 52,893 | $725.0K | 0.00% | +52,893 | New |
| Czech National Bank | 52,817 | $724.0K | 0.02% | +52,817 | New |
| Private Advisor Group, LLC | 50,903 | $697.0K | 0.01% | −13,019−20.4% | Reduced |
| Holocene Advisors, LP | 50,320 | $689.0K | 0.00% | +50,320 | New |
| Teacher Retirement System of Texas | 48,751 | $668.0K | 0.00% | −17,891−26.8% | Reduced |
| Snowden Capital Advisors LLC | 48,564 | $665.0K | 0.03% | +8,527+21.3% | Added |
| F3Logic, LLC | 48,119 | $656.0K | 0.14% | −41−0.1% | Reduced |
| Quantinno Capital Management LP | 44,741 | $613.0K | 0.08% | +2,243+5.3% | Added |
| Janney Montgomery Scott LLC | 44,405 | $608.0K | 0.00% | +3,667+9.0% | Added |
| 1832 Asset Management L.P. | 43,506 | $596.0K | 0.00% | −465−1.1% | Reduced |
| Hartford Investment Management Co | 43,308 | $593.0K | 0.02% | +10,815+33.3% | Added |
| Allspring Global Investments Holdings, LLC | 43,065 | $589.0K | 0.00% | +10,194+31.0% | Added |
| Erste Asset Management GmbH | 40,659 | $574.5K | 0.01% | +5,919+17.0% | Added |
| Teachers Retirement System of the State of Kentucky | 41,009 | $562.0K | 0.01% | +41,009 | New |
| D.A. Davidson & Co. | 40,980 | $561.0K | 0.01% | +3,875+10.4% | Added |
| Nissay Asset Management Corp | 40,889 | $560.0K | 0.01% | +1,091+2.7% | Added |
| ARGA Investment Management, LP | 40,830 | $559.4K | 0.03% | +11,602+39.7% | Added |
| Man Group plc | 40,007 | $548.0K | 0.00% | – | – |
| IFP Advisors, Inc | 19,701 | $548.0K | 0.02% | +2,567+15.0% | Added |
| SG Americas Securities, LLC | 39,956 | $547.0K | 0.01% | −5,488−12.1% | Reduced |
| Franklin Resources Inc | 39,671 | $544.0K | 0.00% | +1,270+3.3% | Added |
| Advisor Partners II, LLC | 39,581 | $542.0K | 0.04% | +39,581 | New |
| Mercer Global Advisors Inc | 37,978 | $520.0K | 0.00% | −160.0% | Reduced |
| Leonteq Securities AG | 37,613 | $515.3K | 0.03% | +1,148+3.1% | Added |
| Two Sigma Securities, LLC | 37,624 | $515.0K | 0.07% | +37,624 | New |
| Stock Yards Bank & Trust Co | 37,502 | $514.0K | 0.02% | +1,800+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 37,338 | $512.0K | 0.00% | +3,283+9.6% | Added |
| Securian Asset Management, Inc | 37,081 | $508.0K | 0.02% | +9,898+36.4% | Added |
| Alps Advisors Inc | 36,800 | $504.0K | 0.00% | +36,800 | New |
| Portland Investment Counsel Inc. | 35,983 | $493.0K | 0.32% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 35,609 | $488.0K | 0.02% | +10,618+42.5% | Added |
| 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 |
| Maverick Capital LtdSuperinvestorMaverick Capital | 35,092 | $481.0K | 0.01% | +35,092 | New |
| Public Employees Retirement Association of Colorado | 34,624 | $474.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 33,050 | $467.0K | 0.02% | +15,069+83.8% | Added |
| Westpac Banking Corp | 33,942 | $465.0K | 0.01% | −5,635−14.2% | Reduced |
| Janus Henderson Group PLC | 33,931 | $465.0K | 0.00% | +164+0.5% | Added |
| British Columbia Investment Management Corp | 33,868 | $464.0K | 0.01% | −6,131−15.3% | Reduced |
| Investors Research Corp | 33,575 | $460.0K | 0.14% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 32,593 | $446.0K | 0.06% | −447−1.4% | Reduced |
| Banque Pictet & Cie SA | 32,220 | $441.4K | 0.00% | −41,271−56.2% | Reduced |
| Seeyond | 32,137 | $440.0K | 0.05% | −1,176−3.5% | Reduced |
| Meeder Asset Management Inc | 32,024 | $439.0K | 0.03% | +3,642+12.8% | Added |
| Crossmark Global Holdings, Inc. | 31,504 | $431.0K | 0.01% | −907−2.8% | Reduced |
| Natixis Advisors, L.P. | 30,811 | $422.0K | 0.00% | −4,577−12.9% | Reduced |
| Cetera Advisor Networks LLC | 30,587 | $419.0K | 0.01% | −144−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 30,467 | $417.0K | 0.02% | −11,100−26.7% | Reduced |
| Vontobel Holding Ltd. | 29,253 | $414.0K | 0.00% | −2,153−6.9% | Reduced |
| Horizon Investments, LLC | 30,004 | $406.0K | 0.01% | +30,004 | New |
| Federation des caisses Desjardins du Quebec | 29,593 | $405.4K | 0.00% | −86,953−74.6% | Reduced |
| Louisiana State Employees Retirement System | 29,100 | $399.0K | 0.01% | +7,800+36.6% | Added |
| Tower Research Capital LLC (TRC) | 28,134 | $386.0K | 0.01% | +16,139+134.5% | Added |
| Verition Fund Management LLC | 27,885 | $382.0K | 0.01% | +2,102+8.2% | 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 |
| Cetera Investment Advisers | 27,411 | $376.0K | 0.01% | +3,666+15.4% | Added |
| Metropolitan Life Insurance Co | 27,081 | $371.0K | 0.02% | +6,802+33.5% | Added |
| Cetera Advisors LLC | 27,066 | $371.0K | 0.01% | −1,776−6.2% | Reduced |
| Nordea Investment Management AB | 26,244 | $367.0K | 0.00% | +3,467+15.2% | Added |
| Element Wealth, LLC | 25,651 | $351.0K | 0.32% | +112+0.4% | Added |
| Elo Mutual Pension Insurance Co | 25,448 | $349.0K | 0.01% | −1,736−6.4% | Reduced |
| SEI Investments Co | 25,335 | $347.0K | 0.00% | −64,308−71.7% | Reduced |
| Lumina Fund Management LLC | 25,000 | $343.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| Daiwa Securities Group Inc. | 24,355 | $334.0K | 0.00% | +2,212+10.0% | Added |
| Equitable Holdings, Inc. | 24,160 | $331.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 23,847 | $327.0K | 0.00% | +3,402+16.6% | Added |
| Stratos Wealth Partners, LTD. | 23,705 | $325.0K | 0.01% | −429−1.8% | Reduced |
| Magnetar Financial LLC | 23,657 | $324.0K | 0.00% | +23,657 | New |
| Rockefeller Capital Management L.P. | 23,583 | $323.0K | 0.00% | +21+0.1% | Added |
| 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 |
| Oppenheimer Asset Management Inc. | 23,098 | $316.0K | 0.01% | −786−3.3% | Reduced |
| Assenagon Asset Management S.A. | 22,708 | $311.0K | 0.00% | +22,708 | New |
| Raymond James Financial Services Advisors, Inc. | 22,488 | $308.0K | 0.00% | +2,875+14.7% | Added |
| Unison Advisors LLC | 22,368 | $307.0K | 0.06% | +5,531+32.9% | Added |
| 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 |
| 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 |