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 |
|---|---|---|---|---|---|
| MAI Capital Management | 22,015 | $302.0K | 0.01% | +465+2.2% | Added |
| CSS LLC | 22,000 | $301.0K | 0.02% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 21,505 | $295.0K | 0.02% | +20,084+1,413.4% | Added |
| NorthCrest Asset Manangement, LLC | 21,150 | $290.0K | 0.02% | 00.0% | Unchanged |
| Pendal Group Limited | 20,803 | $285.0K | 0.00% | +1,517+7.9% | Added |
| DGS Capital Management, LLC | 20,629 | $282.6K | 0.19% | +1,510+7.9% | Added |
| Lazard Asset Management LLC | 20,384 | $279.0K | 0.00% | +20,299+23,881.2% | Added |
| Toroso Investments, LLC | 20,188 | $277.0K | 0.01% | +4,206+26.3% | Added |
| Aviva PLC | 20,232 | $277.0K | 0.00% | +20,232 | New |
| Eagle Rock Investment Company, LLC | 20,175 | $276.0K | 0.07% | 00.0% | Unchanged |
| Bremer Bank National Association | 20,029 | $274.0K | 0.06% | +20,029 | New |
| Cutler Group LP | 19,946 | $273.0K | 0.03% | −15,007−42.9% | Reduced |
| Proffitt & Goodson Inc | 19,912 | $273.0K | 0.06% | +1,972+11.0% | Added |
| Verdence Capital Advisors LLC | 19,932 | $273.0K | 0.04% | +5,545+38.5% | Added |
| Panagora Asset Management Inc | 19,421 | $266.0K | 0.00% | −302−1.5% | Reduced |
| Arvest Trust Co N A | 19,408 | $266.0K | 0.02% | +19,408 | New |
| Savant Capital, LLC | 19,118 | $262.0K | 0.01% | +1,929+11.2% | Added |
| MML Investors Services, LLC | 18,775 | $257.0K | 0.00% | +2,106+12.6% | Added |
| Corient Capital Partners, LLC | 14,857 | $240.0K | 0.02% | +11+0.1% | Added |
| Rathbone Brothers plc | 17,540 | $240.0K | 0.00% | +17,540 | New |
| New Mexico Educational Retirement Board | 17,214 | $236.0K | 0.01% | −1,700−9.0% | Reduced |
| Vident Investment Advisory, LLC | 17,481 | $236.0K | 0.01% | −312−1.8% | Reduced |
| Visionary Wealth Advisors | 16,770 | $230.0K | 0.02% | −98−0.6% | Reduced |
| M&T Bank Corp | 16,687 | $228.0K | 0.00% | −2,866−14.7% | Reduced |
| Pathstone Family Office, LLC | 16,262 | $224.9K | 0.00% | +1,164+7.7% | Added |
| Purus Wealth Management, LLC | 16,299 | $223.0K | 0.21% | +184+1.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,302 | $223.0K | 0.02% | +4,798+41.7% | Added |
| LSV Asset Management | 16,200 | $222.0K | 0.00% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 16,230 | $222.0K | 0.00% | +16,230 | New |
| Tokio Marine Asset Management Co Ltd | 16,079 | $220.0K | 0.02% | −793−4.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 16,037 | $220.0K | 0.01% | −21−0.1% | Reduced |
| Ieq Capital, LLC | 15,779 | $216.0K | 0.01% | +5,545+54.2% | Added |
| Kestra Private Wealth Services, LLC | 15,391 | $211.0K | 0.01% | +1,089+7.6% | Added |
| Sigma Planning Corp | 15,241 | $209.0K | 0.01% | −143−0.9% | Reduced |
| Centennial Wealth Advisory LLC | 15,267 | $209.0K | 0.12% | +3,129+25.8% | Added |
| Beacon Pointe Advisors, LLC | 15,019 | $206.0K | 0.00% | +81+0.5% | Added |
| Neo Ivy Capital Management | 14,944 | $205.0K | 0.54% | +14,944 | New |
| Carret Asset Management, LLC | 14,800 | $203.0K | 0.03% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 14,733 | $202.0K | 0.08% | +3,965+36.8% | Added |
| LVZ Advisors, Inc. | 14,640 | $201.0K | 0.03% | −19−0.1% | Reduced |
| Novare Capital Management LLC | 14,500 | $199.0K | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 14,413 | $198.0K | 0.01% | −2,227−13.4% | Reduced |
| Davenport & Co LLC | 14,313 | $196.0K | 0.00% | +14,313 | New |
| Dorsey & Whitney Trust CO LLC | 14,244 | $195.0K | 0.02% | +833+6.2% | Added |
| Retirement Planning Co of New England, Inc. | 14,263 | $195.0K | 0.14% | +2,388+20.1% | Added |
| Glenmede Trust Co NA | 14,252 | $194.0K | 0.00% | −3,416−19.3% | Reduced |
| Prudential PLC | 14,051 | $192.0K | 0.00% | +1,899+15.6% | Added |
| Assetmark, Inc | 14,051 | $192.0K | 0.00% | +5,690+68.1% | Added |
| Moors & Cabot, Inc. | 13,784 | $189.0K | 0.01% | +3,004+27.9% | Added |
| Signaturefd, LLC | 13,403 | $184.0K | 0.01% | −1,749−11.5% | Reduced |
| Investors Asset Management of Georgia Inc | 13,048 | $179.0K | 0.09% | −835−6.0% | Reduced |
| Keystone Financial Group | 13,079 | $179.0K | 0.04% | +944+7.8% | Added |
| Running Point Capital Advisors, LLC | 13,000 | $178.0K | 0.12% | −45−0.3% | Reduced |
| EPG Wealth Management LLC | 12,920 | $177.0K | 0.07% | +12,920 | New |
| APG Asset Management N.V. | 12,131 | $170.0K | 0.00% | −2,400−16.5% | Reduced |
| Metis Global Partners, LLC | 12,386 | $170.0K | 0.03% | +12,386 | New |
| O'Shaughnessy Asset Management, LLC | 12,309 | $169.0K | 0.00% | −1,272−9.4% | Reduced |
| Wipfli Financial Advisors LLC, | 12,240 | $168.0K | 0.01% | +12,240 | New |
| William Blair Investment Management, LLC | 12,083 | $166.0K | 0.00% | −186−1.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,961 | $164.0K | 0.01% | −4,941−29.2% | Reduced |
| Quantitative Investment Management, LLC | 11,790 | $161.0K | 0.03% | −6,094−34.1% | Reduced |
| Greenleaf Trust | 11,697 | $160.0K | 0.00% | +129+1.1% | Added |
| Regentatlantic Capital LLC | 11,498 | $158.0K | 0.00% | +11,498 | New |
| Commerce Bank | 11,264 | $154.0K | 0.00% | −540−4.6% | Reduced |
| Creative Planning | 11,171 | $153.0K | 0.00% | +9,961+823.2% | Added |
| Paragon Capital Management Ltd | 11,072 | $152.0K | 0.04% | −292−2.6% | Reduced |
| Virtu Financial LLC | 11,041 | $151.0K | 0.01% | +11,041 | New |
| Fifth Third Bancorp | 10,811 | $148.0K | 0.00% | −1,495−12.1% | Reduced |
| Meridian Wealth Advisors, LLC | 10,798 | $148.0K | 0.04% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 10,691 | $146.0K | 0.00% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,430 | $143.0K | 0.01% | −1,135−9.8% | Reduced |
| Ford Financial Group, LLC | 10,398 | $142.0K | 0.06% | +31+0.3% | Added |
| Synovus Financial Corp | 10,323 | $141.0K | 0.00% | +21+0.2% | Added |
| Federated Hermes, Inc. | 10,271 | $141.0K | 0.00% | +9,244+900.1% | Added |
| KBC Group NV | 9,664 | $132.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 9,557 | $131.0K | 0.00% | +3,927+69.8% | Added |
| First National Bank of South Miami | 8,895 | $122.0K | 0.09% | −489−5.2% | Reduced |
| Bessemer Group Inc | 8,861 | $121.0K | 0.00% | −1,287−12.7% | Reduced |
| Belpointe Asset Management LLC | 8,625 | $118.0K | 0.01% | −806−8.5% | Reduced |
| Banque Cantonale Vaudoise | 7,504 | $103.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 6,894 | $97.0K | 0.00% | −797−10.4% | Reduced |
| MUFG Americas Holdings Corp | 6,596 | $90.0K | 0.00% | −445−6.3% | Reduced |
| CWM, LLC | 5,949 | $82.0K | 0.00% | −885−12.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,598 | $76.0K | 0.00% | +1,000+21.7% | Added |
| AlphaCentric Advisors LLC | 5,554 | $76.0K | 0.08% | +5,554 | New |
| Optimum Investment Advisors | 5,300 | $73.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,050 | $69.0K | 0.00% | −1,700−25.2% | Reduced |
| Covestor Ltd | 4,982 | $68.0K | 0.06% | +4,953+17,079.3% | Added |
| Huntington National Bank | 4,322 | $59.0K | 0.00% | −107−2.4% | Reduced |
| Northwest Investment Counselors, LLC | 3,997 | $55.0K | 0.02% | −900−18.4% | Reduced |
| Deseret Mutual Benefit Administrators | 4,033 | $55.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,870 | $53.0K | 0.01% | −636−14.1% | Reduced |
| MCF Advisors LLC | 3,892 | $53.0K | 0.01% | +2,430+166.2% | Added |
| Quadrant Capital Group LLC | 3,715 | $51.0K | 0.01% | +426+13.0% | Added |
| Longfellow Investment Management Co LLC | 3,430 | $47.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 3,425 | $47.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,215 | $44.0K | 0.00% | −340−9.6% | Reduced |
| First Horizon Advisors, Inc. | 2,737 | $37.0K | 0.00% | +53+2.0% | Added |
| Exchange Traded Concepts, LLC | 2,665 | $37.0K | 0.00% | +670+33.6% | Added |
| Silvant Capital Management LLC | 2,649 | $36.0K | 0.00% | 00.0% | Unchanged |