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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1,556 | $28.0K | 0.00% | −2,159−58.1% | Reduced |
| Private Trust Co NA | 1,567 | $28.0K | 0.00% | +218+16.2% | Added |
| Federated Hermes, Inc. | 1,568 | $28.2K | 0.00% | −8,703−84.7% | Reduced |
| Money Concepts Capital Corp | 1,688 | $30.4K | 0.00% | +1,013+150.1% | Added |
| Orion Capital Management LLC | 1,700 | $30.6K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,750 | $31.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,700 | $31.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,724 | $31.0K | 0.00% | +403+30.5% | Added |
| EverSource Wealth Advisors, LLC | 1,844 | $33.2K | 0.01% | +1,027+125.7% | Added |
| Loomis Sayles & Co L P | 1,941 | $35.0K | 0.00% | +1,785+1,144.2% | Added |
| Romano Brothers and Company | 2,000 | $36.0K | 0.01% | +2,000 | New |
| Deseret Mutual Benefit Administrators | 2,044 | $36.8K | 0.02% | −1,989−49.3% | Reduced |
| Farther Finance Advisors, LLC | 2,050 | $36.9K | 0.01% | +2,050 | New |
| RFP Financial Group LLC | 2,314 | $41.6K | 0.02% | +2,314 | New |
| TD Waterhouse Canada Inc. | 2,091 | $44.8K | 0.00% | +952+83.6% | Added |
| Old North State Trust, LLC | 2,632 | $47.0K | 0.03% | +962+57.6% | Added |
| Silvant Capital Management LLC | 2,649 | $47.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,737 | $49.3K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 3,054 | $54.9K | 0.00% | −18,451−85.8% | Reduced |
| Huntington National Bank | 3,248 | $58.4K | 0.00% | −1,074−24.8% | Reduced |
| TD Private Client Wealth LLC | 3,254 | $58.5K | 0.00% | +39+1.2% | Added |
| TCI Wealth Advisors, Inc. | 3,353 | $60.3K | 0.01% | +796+31.1% | Added |
| NVWM, LLC | 3,425 | $61.6K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,482 | $63.0K | 0.01% | +3,482 | New |
| Advisory Services Network, LLC | 3,519 | $63.3K | 0.00% | +3,519 | New |
| Northwest Investment Counselors, LLC | 3,822 | $68.8K | 0.02% | −175−4.4% | Reduced |
| PFG Private Wealth Management, LLC | 3,845 | $69.0K | 0.04% | +3,845 | New |
| Register Financial Advisors LLC | 3,336 | $69.8K | 0.04% | +3,336 | New |
| Harvest Fund Management Co., Ltd | 4,228 | $76.0K | 0.02% | +2,285+117.6% | Added |
| MCF Advisors LLC | 4,225 | $76.0K | 0.01% | +333+8.6% | Added |
| Ellevest, Inc. | 4,899 | $88.1K | 0.01% | +1,029+26.6% | Added |
| GWM Advisors LLC | 5,341 | $92.8K | 0.00% | +5,341 | New |
| Optimum Investment Advisors | 5,300 | $95.3K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,314 | $95.6K | 0.00% | +264+5.2% | Added |
| Covestor Ltd | 5,626 | $101.0K | 0.08% | +644+12.9% | Added |
| Ameritas Investment Partners, Inc. | 5,598 | $105.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,990 | $107.0K | 0.00% | −17,593−74.6% | Reduced |
| Twin Tree Management, LP | 5,951 | $107.1K | 0.00% | +5,951 | New |
| Altshuler Shaham Ltd | 5,962 | $107.3K | 0.00% | −932−13.5% | Reduced |
| Bessemer Group Inc | 6,909 | $124.0K | 0.00% | −1,952−22.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,346 | $132.2K | 0.01% | +7,346 | New |
| Belpointe Asset Management LLC | 7,504 | $135.0K | 0.01% | −1,121−13.0% | Reduced |
| CWM, LLC | 8,032 | $144.0K | 0.00% | +2,083+35.0% | Added |
| Federation des caisses Desjardins du Quebec | 8,235 | $148.1K | 0.00% | −21,358−72.2% | Reduced |
| First National Bank of South Miami | 8,895 | $160.0K | 0.12% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 10,000 | $179.9K | 0.10% | +10,000 | New |
| Patton Fund Management, Inc. | 10,006 | $180.0K | 0.05% | +10,006 | New |
| Van Eck Associates Corp | 10,094 | $182.0K | 0.00% | +537+5.6% | Added |
| Mather Group, LLC. | 10,121 | $182.1K | 0.00% | +10,121 | New |
| Tower Research Capital LLC (TRC) | 10,224 | $184.0K | 0.01% | −17,910−63.7% | Reduced |
| Synovus Financial Corp | 10,342 | $186.0K | 0.00% | +19+0.2% | Added |
| Ford Financial Group, LLC | 10,404 | $187.2K | 0.07% | +6+0.1% | Added |
| Forum Financial Management, LP | 10,430 | $187.6K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,622 | $191.1K | 0.01% | +7,957+298.6% | Added |
| Fayez Sarofim & Co | 10,691 | $192.3K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 10,798 | $194.3K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 10,838 | $195.0K | 0.02% | −21,186−66.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,903 | $196.1K | 0.00% | +10,903 | New |
| Two Sigma Securities, LLC | 10,967 | $197.3K | 0.03% | −26,657−70.9% | Reduced |
| Moors & Cabot, Inc. | 11,034 | $198.5K | 0.01% | −2,750−20.0% | Reduced |
| Paragon Capital Management Ltd | 11,072 | $199.2K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 11,078 | $199.3K | 0.01% | −2,325−17.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,206 | $201.6K | 0.00% | −1,103−9.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 11,360 | $204.0K | 0.02% | +11,360 | New |
| Commerce Bank | 11,492 | $206.7K | 0.00% | +228+2.0% | Added |
| Coldstream Capital Management Inc | 11,953 | $215.0K | 0.01% | +11,953 | New |
| United Services Automobile Association | 12,496 | $225.0K | 0.01% | +12,496 | New |
| Arrowstreet Capital, Limited Partnership | 12,638 | $227.0K | 0.00% | −238,526−95.0% | Reduced |
| Verdence Capital Advisors LLC | 12,629 | $227.2K | 0.03% | −7,303−36.6% | Reduced |
| Cutler Group LP | 12,694 | $228.0K | 0.03% | −7,252−36.4% | Reduced |
| Carret Asset Management, LLC | 12,750 | $229.0K | 0.03% | −2,050−13.9% | Reduced |
| Running Point Capital Advisors, LLC | 13,000 | $233.9K | 0.14% | 00.0% | Unchanged |
| Keystone Financial Group | 13,019 | $234.2K | 0.05% | −60−0.5% | Reduced |
| Fifth Third Bancorp | 13,060 | $234.9K | 0.00% | +2,249+20.8% | Added |
| Investors Asset Management of Georgia Inc | 13,312 | $239.5K | 0.12% | +264+2.0% | Added |
| Beacon Pointe Advisors, LLC | 13,988 | $251.6K | 0.00% | −1,031−6.9% | Reduced |
| Old National Bancorp | 14,413 | $259.0K | 0.01% | 00.0% | Unchanged |
| Novare Capital Management LLC | 14,500 | $260.9K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 14,570 | $262.0K | 0.02% | −2,200−13.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,862 | $267.4K | 0.03% | +618+4.3% | Added |
| Tokio Marine Asset Management Co Ltd | 15,013 | $270.1K | 0.02% | −1,066−6.6% | Reduced |
| Meeder Advisory Services, Inc. | 15,052 | $270.8K | 0.03% | +15,052 | New |
| Sigma Planning Corp | 15,136 | $272.3K | 0.01% | −105−0.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 15,174 | $273.0K | 0.18% | +911+6.4% | Added |
| M&T Bank Corp | 15,259 | $274.2K | 0.00% | −1,428−8.6% | Reduced |
| Harbour Investments, Inc. | 15,521 | $279.2K | 0.02% | −4,443−22.3% | Reduced |
| William Blair Investment Management, LLC | 15,633 | $281.2K | 0.00% | +3,550+29.4% | Added |
| Everence Capital Management Inc | 15,670 | $282.0K | 0.02% | +15,670 | New |
| Pacer Advisors, Inc. | 15,965 | $287.2K | 0.00% | −446,690−96.5% | Reduced |
| Pathstone Family Office, LLC | 33,944 | $288.4K | 0.01% | +17,682+108.7% | Added |
| Beacon Investment Advisory Services, Inc. | 16,037 | $288.5K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,096 | $289.6K | 0.01% | +317+2.0% | Added |
| Balyasny Asset Management LLC | 16,130 | $290.2K | 0.00% | +16,130 | New |
| Cipher Capital LP | 16,130 | $290.2K | 0.05% | +16,130 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 16,302 | $293.0K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 15,439 | $296.0K | 0.04% | +15,439 | New |
| Purus Wealth Management, LLC | 16,471 | $296.3K | 0.27% | +172+1.1% | Added |
| Acrisure Capital Management, LLC | 16,478 | $296.4K | 0.33% | +16,478 | New |
| Glenmede Trust Co NA | 16,586 | $298.4K | 0.00% | +2,334+16.4% | Added |
| Creative Planning | 16,742 | $301.2K | 0.00% | +5,571+49.9% | Added |