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.
Q4 2022 vs. Q3 2022
How the institutions holding Invesco Ltd. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Of which not filed for Q4 2022 | Q4 2022 | Change |
|---|---|---|---|---|
| Holders | 505 | 6 | 510 | +11 |
| Shares | 322.5M | 1.21M | 317.4M | −3.84M (−1.2%) |
| Value | $4.42B | $16.7M | $5.71B | +$1.31B (+29.7%) |
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (65)
Institutions that held Invesco Ltd. at the end of Q4 2022 but not at the end of Q3 2022.
Sold out (54)
Institutions that held Invesco Ltd. at the end of Q3 2022 and filed for Q4 2022 without it.
Not filed for Q4 2022 yet (6)
Institutions that held Invesco Ltd. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Agf Investments Inc. | 964,867 | $13.2M |
| Eaton Vance Management | 207,402 | $2.84M |
| Corient Capital Partners, LLC | 14,857 | $240.0K |
| Wipfli Financial Advisors LLC, | 12,240 | $168.0K |
| Regentatlantic Capital LLC | 11,498 | $158.0K |
| American Portfolios Advisors | 2,340 | $32.1K |