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; 679 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, Q4 2022
Institutional positions in Invesco Ltd. as of Dec 31, 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
- 510
- +11 vs. Q3 2022
- Shares held
- 317.4M
- −3.84M (−1.2%) vs. Q3 2022
- Total value
- $5.71B
- +$1.31B (+29.7%) vs. Q3 2022
- New holders
- 65
- 171 more added
- Sold out
- 54
- 183 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 679 | $11.2B |
| Q1 2026 | 644 | $10.2B |
| Q4 2025 | 636 | $10.8B |
| Q3 2025 | 570 | $8.98B |
| Q2 2025 | 524 | $6.50B |
| Q1 2025 | 522 | $6.17B |
| Q4 2024 | 529 | $7.04B |
| Q3 2024 | 495 | $6.83B |
| Q2 2024 | 477 | $4.53B |
| Q1 2024 | 496 | $5.02B |
| Q4 2023 | 495 | $5.34B |
| Q3 2023 | 494 | $4.41B |
| Q2 2023 | 479 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 55,758,634 | $1.00B | 20.58% | 00.0% | Unchanged |
| Vanguard Group Inc | 52,650,163 | $947.2M | 0.03% | +827,609+1.6% | Added |
| BlackRock Inc. | 45,224,070 | $813.6M | 0.03% | +1,793,208+4.1% | Added |
| State Street Corp | 25,373,733 | $456.5M | 0.03% | −40,410−0.2% | Reduced |
| Geode Capital Management, LLC | 9,204,556 | $165.3M | 0.02% | +319,016+3.6% | Added |
| Dimensional Fund Advisors LP | 9,041,422 | $162.7M | 0.06% | +480,760+5.6% | Added |
| Morgan Stanley | 5,765,917 | $103.7M | 0.01% | +836,828+17.0% | Added |
| Massachusetts Financial Services Co | 5,653,856 | $101.7M | 0.04% | −1,110,204−16.4% | Reduced |
| Northern Trust Corp | 4,477,410 | $80.5M | 0.02% | +22,372+0.5% | Added |
| FMR LLC | 4,281,023 | $77.0M | 0.01% | −172,241−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 3,789,674 | $68.2M | 0.02% | +127,265+3.5% | Added |
| Norges Bank | 3,231,426 | $58.1M | 0.01% | −199,347−5.8% | Reduced |
| Bank of New York Mellon Corp | 3,156,958 | $56.8M | 0.01% | −510,709−13.9% | Reduced |
| Price T Rowe Associates Inc | 3,080,044 | $55.4M | 0.01% | +44,302+1.5% | Added |
| Goldman Sachs Group Inc | 2,782,513 | $50.1M | 0.01% | −540,605−16.3% | Reduced |
| Swedbank AB | 2,654,758 | $47.8M | 0.11% | +94,775+3.7% | Added |
| Pzena Investment Management LLC | 2,638,074 | $47.5M | 0.21% | −47,068−1.8% | Reduced |
| Fiera Capital Corp | 2,347,530 | $42.2M | 0.13% | −28,711−1.2% | Reduced |
| Two Sigma Advisers, LP | 2,313,300 | $41.6M | 0.12% | −649,800−21.9% | Reduced |
| Bank of America Corp | 2,267,412 | $40.8M | 0.01% | +220,759+10.8% | Added |
| Citadel Advisors LLC | 2,171,385 | $39.1M | 0.05% | −1,422,954−39.6% | Reduced |
| JPMorgan Chase & Co | 2,021,286 | $36.4M | 0.01% | −1,642,338−44.8% | Reduced |
| Gillson Capital LP | 2,009,996 | $36.2M | 2.74% | +2,009,996 | New |
| Amundi | 1,787,116 | $35.3M | 0.02% | +117,915+7.1% | Added |
| D. E. Shaw & Co., Inc. | 1,919,859 | $34.5M | 0.06% | −243,503−11.3% | Reduced |
| UBS Asset Management Americas Inc | 1,898,717 | $34.2M | 0.02% | −112,329−5.6% | Reduced |
| Letko, Brosseau & Associates Inc | 1,753,838 | $31.6M | 0.57% | −65,175−3.6% | Reduced |
| First Trust Advisors LP | 1,606,777 | $28.9M | 0.03% | +149,037+10.2% | Added |
| Legal & General Group Plc | 1,589,371 | $28.6M | 0.01% | −44,790−2.7% | Reduced |
| Deutsche Bank AG | 1,564,015 | $28.1M | 0.02% | +21,255+1.4% | Added |
| Nuveen Asset Management, LLC | 1,446,666 | $26.0M | 0.01% | −10,496−0.7% | Reduced |
| American Century Companies Inc | 1,381,069 | $24.8M | 0.02% | −130,056−8.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,380,044 | $24.8M | 0.13% | +21,144+1.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,358,398 | $24.4M | 0.02% | −328,630−19.5% | Reduced |
| AQR Capital Management LLC | 1,293,700 | $23.2M | 0.05% | −306,892−19.2% | Reduced |
| New York State Common Retirement Fund | 1,180,221 | $21.2M | 0.03% | +4,550+0.4% | Added |
| UBS Group AG | 1,135,030 | $20.4M | 0.01% | +73,678+6.9% | Added |
| Royal Bank of Canada | 1,083,639 | $19.5M | 0.01% | +23,464+2.2% | Added |
| Squarepoint Ops LLC | 963,934 | $17.3M | 0.13% | −178,813−15.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 942,058 | $16.9M | 0.14% | −980,634−51.0% | Reduced |
| Agf Management Ltd | 936,255 | $16.8M | 0.12% | +936,255 | New |
| Barclays PLC | 927,695 | $16.7M | 0.01% | +5,160+0.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 905,435 | $16.3M | 0.06% | +130,797+16.9% | Added |
| Alliancebernstein L.P. | 837,414 | $15.1M | 0.01% | −48,305−5.5% | Reduced |
| California Public Employees Retirement System | 802,248 | $14.4M | 0.01% | −42,225−5.0% | Reduced |
| Intech Investment Management LLC | 767,971 | $13.8M | 0.10% | +61,813+8.8% | Added |
| Rhumbline Advisers | 754,962 | $13.6M | 0.02% | +40,654+5.7% | Added |
| AE Wealth Management LLC | 710,819 | $12.8M | 0.09% | +164,863+30.2% | Added |
| Credit Suisse AG | 677,684 | $12.2M | 0.01% | +106,995+18.7% | Added |
| Renaissance Technologies LLC | 677,300 | $12.2M | 0.02% | −247,300−26.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 627,423 | $11.3M | 0.32% | +592,037+1,673.1% | Added |
| Baird Financial Group, Inc. | 623,969 | $11.2M | 0.03% | −110,707−15.1% | Reduced |
| Olstein Capital Management, L.P. | 620,200 | $11.2M | 1.75% | −57,000−8.4% | Reduced |
| Ameriprise Financial Inc | 610,912 | $11.0M | 0.00% | +61,038+11.1% | Added |
| Citigroup Inc | 606,463 | $10.9M | 0.02% | +223,884+58.5% | Added |
| BNP Paribas Arbitrage, SA | 596,599 | $10.7M | 0.03% | +110,246+22.7% | Added |
| California State Teachers Retirement System | 576,599 | $10.4M | 0.02% | +2,278+0.4% | Added |
| Principal Financial Group Inc | 572,038 | $10.3M | 0.01% | −44,323−7.2% | Reduced |
| Toronto Dominion Bank | 526,649 | $9.47M | 0.01% | +336,662+177.2% | Added |
| Wells Fargo & Company | 516,459 | $9.29M | 0.00% | −226,372−30.5% | Reduced |
| Standard Life Aberdeen plc | 477,633 | $8.59M | 0.02% | +57,163+13.6% | Added |
| State Board of Administration of Florida Retirement System | 470,822 | $8.47M | 0.02% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 462,569 | $8.32M | 0.02% | −900−0.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 442,189 | $7.95M | 0.02% | +78,005+21.4% | Added |
| Storebrand Asset Management AS | 437,698 | $7.87M | 0.04% | +44,766+11.4% | Added |
| Brandywine Global Investment Management, LLC | 424,884 | $7.64M | 0.06% | +302,127+246.1% | Added |
| New York State Teachers Retirement System | 421,640 | $7.58M | 0.02% | +259+0.1% | Added |
| Prudential Financial Inc | 406,891 | $7.32M | 0.01% | −471,659−53.7% | Reduced |
| Wesleyan Assurance Society | 404,237 | $7.27M | 0.89% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 368,857 | $6.64M | 0.21% | +24,468+7.1% | Added |
| Aviva PLC | 357,460 | $6.43M | 0.03% | +337,228+1,666.8% | Added |
| Insight Folios Inc | 352,234 | $6.34M | 2.86% | +57,456+19.5% | Added |
| Bank of Nova Scotia | 340,380 | $6.12M | 0.02% | +158,868+87.5% | Added |
| Manufacturers Life Insurance Company, The | 333,689 | $6.00M | 0.00% | −7,301−2.1% | Reduced |
| South Dakota Investment Council | 330,219 | $5.94M | 0.13% | −600−0.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 311,411 | $5.67M | 0.02% | +31,925+11.4% | Added |
| Brookfield Asset Management Inc. | 310,017 | $5.58M | 0.02% | +310,017 | New |
| Bank of Montreal | 277,463 | $5.37M | 0.00% | −98,215−26.1% | Reduced |
| La Banque Postale Asset Management SA | 297,796 | $5.36M | 0.15% | +297,796 | New |
| Cacti Asset Management LLC | 285,131 | $5.13M | 0.49% | 00.0% | Unchanged |
| Great West Life Assurance Co | 279,663 | $5.05M | 0.01% | −36,790−11.6% | Reduced |
| Susquehanna International Group, LLP | 273,055 | $4.91M | 0.01% | +52,718+23.9% | Added |
| Live Oak Private Wealth LLC | 271,251 | $4.88M | 1.01% | +3,761+1.4% | Added |
| Continental Advisors LLC | 268,071 | $4.82M | 4.57% | −74,846−21.8% | Reduced |
| Walleye Trading LLC | 263,025 | $4.73M | 0.12% | +5,132+2.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 261,582 | $4.71M | 0.02% | −16,186−5.8% | Reduced |
| Valueworks LLC | 253,865 | $4.57M | 1.61% | −703−0.3% | Reduced |
| Poehling Capital Management, LLC | 252,644 | $4.55M | 1.70% | −3,964−1.5% | Reduced |
| Natixis | 247,464 | $4.45M | 0.03% | +247,464 | New |
| American Financial Group Inc | 245,000 | $4.41M | 1.47% | 00.0% | Unchanged |
| National Bank of Canada | 244,518 | $4.40M | 0.01% | +148,365+154.3% | Added |
| Holocene Advisors, LP | 242,297 | $4.36M | 0.03% | +191,977+381.5% | Added |
| Forsta Ap-Fonden | 239,900 | $4.32M | 0.05% | +150,800+169.2% | Added |
| FIL Ltd | 224,844 | $4.04M | 0.00% | −407,748−64.5% | Reduced |
| Guggenheim Capital LLC | 220,114 | $3.96M | 0.03% | +36,857+20.1% | Added |
| Public Employees Retirement System of Ohio | 218,431 | $3.93M | 0.02% | −2,164−1.0% | Reduced |
| HSBC Holdings PLC | 212,425 | $3.79M | 0.00% | −25,486−10.7% | Reduced |
| Quinn Opportunity Partners LLC | 201,731 | $3.63M | 0.45% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 214,556 | $3.62M | 0.12% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 200,648 | $3.61M | 0.01% | −8,540−4.1% | Reduced |