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, 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 | 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, 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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $51 | 0.00% | +1 | New |
| Mount Lucas Management LP | 3 | $54 | 0.00% | −137,239−100.0% | Reduced |
| CVA Family Office, LLC | 5 | $90 | 0.00% | −1,120−99.6% | Reduced |
| SOA Wealth Advisors, LLC. | 6 | $114 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 14 | $252 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $324 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $432 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 28 | $504 | 0.00% | +28 | New |
| Retirement Financial Solutions, LLC | 30 | $540 | 0.00% | +30 | New |
| Beacon Capital Management, LLC | 31 | $558 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 33 | $594 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $612 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 37,124 | $668 | 0.00% | −13,779−27.1% | Reduced |
| Abound Wealth Management | 40 | $728 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $738 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $738 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $791 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 45 | $810 | 0.00% | +45 | New |
| Coppell Advisory Solutions Corp. | 45 | $810 | 0.00% | +45 | New |
| Bogart Wealth, LLC | 46 | $828 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $899 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 50 | $900 | 0.00% | +50 | New |
| Baystate Wealth Management LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 86 | $1.00K | 0.00% | +86 | New |
| City State Bank | 50 | $1.00K | 0.00% | +50 | New |
| Gradient Investments LLC | 56 | $1.01K | 0.00% | +23+69.7% | Added |
| My Personal CFO, LLC | 63 | $1.13K | 0.00% | +63 | New |
| Allworth Financial LP | 64 | $1.15K | 0.00% | −72−52.9% | Reduced |
| Affiance Financial, LLC | 79 | $1.42K | 0.00% | +79 | New |
| Disciplined Investments, LLC | 87 | $1.56K | 0.00% | −3−3.3% | Reduced |
| SJS Investment Consulting Inc. | 95 | $1.71K | 0.00% | +46+93.9% | Added |
| PSI Advisors, LLC | 100 | $1.80K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 105 | $1.89K | 0.00% | −400−79.2% | Reduced |
| Lazard Asset Management LLC | 113 | $2.00K | 0.00% | −20,271−99.4% | Reduced |
| Park Place Capital Corp | 107 | $2.00K | 0.00% | +107 | New |
| Schubert & Co | 153 | $2.75K | 0.00% | +45+41.7% | Added |
| Cribstone Capital Management, LLC | 162 | $2.91K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 160 | $3.00K | 0.00% | +160 | New |
| Jackson, Grant Investment Advisers, Inc. | 171 | $3.08K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 171 | $3.08K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 187 | $3.36K | 0.00% | −167−47.2% | Reduced |
| Earnest Partners LLC | 187 | $3.36K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 206 | $4.00K | 0.00% | +9+4.6% | Added |
| Eukles Asset Management | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 238 | $4.00K | 0.00% | +18+8.2% | Added |
| Tompkins Financial Corp | 200 | $4.00K | 0.00% | +200 | New |
| AdvisorNet Financial, Inc | 232 | $4.17K | 0.00% | +89+62.2% | Added |
| Bell Investment Advisors, Inc | 234 | $4.21K | 0.00% | +169+260.0% | Added |
| Heritage Wealth Advisors | 245 | $4.41K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $4.44K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 267 | $4.80K | 0.00% | +267 | New |
| JJJ Advisors Inc. | 255 | $4.99K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 320 | $5.76K | 0.00% | +320 | New |
| First Community Trust NA | 306 | $6.00K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 341 | $6.13K | 0.00% | −423−55.4% | Reduced |
| SRS Capital Advisors, Inc. | 344 | $6.19K | 0.00% | +35+11.3% | Added |
| Brown Brothers Harriman & Co | 350 | $6.30K | 0.00% | −160−31.4% | Reduced |
| Global Retirement Partners, LLC | 367 | $6.60K | 0.00% | −7−1.9% | Reduced |
| Massmutual Trust Co FSB | 373 | $7.00K | 0.00% | −356−48.8% | Reduced |
| Ronald Blue Trust, Inc. | 541 | $7.00K | 0.00% | +215+66.0% | Added |
| Zions Bancorporation, N.A. | 402 | $7.23K | 0.00% | −308−43.4% | Reduced |
| Pflug Koory, LLC | 450 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 459 | $8.26K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 460 | $8.28K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 492 | $8.85K | 0.01% | +492 | New |
| Accurate Wealth Management, LLC | 469 | $9.16K | 0.00% | +469 | New |
| CoreCap Advisors, LLC | 540 | $9.71K | 0.00% | +540 | New |
| Umb Bank N A | 575 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 569 | $10.0K | 0.00% | +5+0.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $10.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 643 | $11.6K | 0.00% | +643 | New |
| MV Capital Management, Inc. | 647 | $11.6K | 0.00% | +594+1,120.8% | Added |
| Oakworth Capital, Inc. | 648 | $11.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 690 | $12.0K | 0.11% | −700−50.4% | Reduced |
| PrairieView Partners, LLC | 700 | $12.0K | 0.00% | +700 | New |
| Salem Investment Counselors Inc | 750 | $13.5K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 760 | $13.7K | 0.00% | +760 | New |
| Whittier Trust Co | 763 | $13.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 825 | $14.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 852 | $15.0K | 0.01% | +852 | New |
| Caldwell Trust Co | 847 | $15.2K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 848 | $15.3K | 0.01% | +848 | New |
| JFS Wealth Advisors, LLC | 869 | $15.6K | 0.00% | −27−3.0% | Reduced |
| Parkside Financial Bank & Trust | 920 | $16.6K | 0.00% | −148−13.9% | Reduced |
| Gables Capital Management Inc. | 934 | $16.8K | 0.01% | +200+27.2% | Added |
| Rosenberg Matthew Hamilton | 950 | $17.1K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 970 | $17.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $18.0K | 0.00% | −350−25.9% | Reduced |
| Clear Investment Research, LLC | 1,000 | $18.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,012 | $18.2K | 0.01% | +179+21.5% | Added |
| Avondale Wealth Management | 1,050 | $18.9K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,123 | $20.2K | 0.02% | +1,123 | New |
| Horan Securities, Inc. | 1,222 | $22.0K | 0.01% | +7+0.6% | Added |
| McIlrath & Eck, LLC | 1,434 | $25.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,541 | $27.7K | 0.01% | +87+6.0% | Added |