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 |
|---|---|---|---|---|---|
| Banque Pictet & Cie SA | 49,968 | $898.9K | 0.01% | +17,748+55.1% | Added |
| Quantinno Capital Management LP | 50,435 | $907.0K | 0.07% | +5,694+12.7% | Added |
| Snowden Capital Advisors LLC | 50,685 | $911.8K | 0.04% | +2,121+4.4% | Added |
| Teza Capital Management LLC | 51,245 | $921.9K | 0.18% | −18,420−26.4% | Reduced |
| Gotham Asset Management, LLC | 51,550 | $927.4K | 0.03% | −122,127−70.3% | Reduced |
| Highland Capital Management, LLC | 52,303 | $941.0K | 0.07% | −935−1.8% | Reduced |
| HighTower Advisors, LLC | 51,980 | $942.0K | 0.00% | −6,867−11.7% | Reduced |
| Group One Trading, L.P. | 52,712 | $948.3K | 0.03% | −3,396−6.1% | Reduced |
| Kestra Private Wealth Services, LLC | 52,959 | $952.7K | 0.05% | +37,568+244.1% | Added |
| Czech National Bank | 53,235 | $957.7K | 0.03% | +418+0.8% | Added |
| Essex Investment Management Co LLC | 54,061 | $973.0K | 0.15% | +54,061 | New |
| Northwestern Mutual Wealth Management Co | 54,652 | $983.1K | 0.00% | −870−1.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 55,250 | $994.0K | 0.01% | −10,000−15.3% | Reduced |
| Kestra Advisory Services, LLC | 55,521 | $998.8K | 0.01% | −11,304−16.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 57,079 | $1.03M | 0.00% | −26,247−31.5% | Reduced |
| SG Americas Securities, LLC | 57,291 | $1.03M | 0.02% | +17,335+43.4% | Added |
| Vestcor Inc | 58,023 | $1.04M | 0.04% | −85,374−59.5% | Reduced |
| Wright Investors Service Inc | 58,351 | $1.05M | 0.30% | −129−0.2% | Reduced |
| Gulf International Bank (UK) Ltd | 60,175 | $1.08M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 60,956 | $1.10M | 0.02% | +7,108+13.2% | Added |
| CIBC Asset Management Inc | 61,740 | $1.11M | 0.00% | +4,291+7.5% | Added |
| Blair William & Co | 63,024 | $1.13M | 0.00% | −54,517−46.4% | Reduced |
| New York Life Investment Management LLC | 63,026 | $1.13M | 0.01% | +65+0.1% | Added |
| State of Alaska, Department of Revenue | 63,661 | $1.15M | 0.01% | +555+0.9% | Added |
| Rothschild Investment Corp | 63,680 | $1.15M | 0.11% | −10,745−14.4% | Reduced |
| Comerica Bank | 60,169 | $1.15M | 0.01% | +334+0.6% | Added |
| Texas Permanent School Fund | 64,310 | $1.16M | 0.02% | +235+0.4% | Added |
| IFM Investors Pty Ltd | 64,698 | $1.16M | 0.02% | −4,591−6.6% | Reduced |
| Mutual of America Capital Management LLC | 64,795 | $1.17M | 0.01% | +1,988+3.2% | Added |
| Andra AP-fonden | 66,100 | $1.19M | 0.04% | −160,100−70.8% | Reduced |
| DnB Asset Management AS | 66,806 | $1.20M | 0.01% | −10,038−13.1% | Reduced |
| Utah Retirement Systems | 66,878 | $1.20M | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 67,473 | $1.21M | 0.03% | −269−0.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 67,940 | $1.22M | 0.01% | −58,172−46.1% | Reduced |
| Shell Asset Management Co | 68,488 | $1.23M | 0.05% | −14,254−17.2% | Reduced |
| Handelsbanken Fonder AB | 68,800 | $1.24M | 0.01% | 00.0% | Unchanged |
| Tredje AP-fonden | 68,976 | $1.24M | 0.02% | +1,629+2.4% | Added |
| State of Tennessee, Treasury Department | 69,327 | $1.25M | 0.01% | +14,264+25.9% | Added |
| PEAK6 Investments LLC | 69,339 | $1.25M | 0.07% | −78,439−53.1% | Reduced |
| Simplex Trading, LLC | 69,669 | $1.25M | 0.06% | −4,436−6.0% | Reduced |
| Aviance Capital Partners, LLC | 70,716 | $1.27M | 0.30% | −566−0.8% | Reduced |
| CIBC Private Wealth Group, LLC | 71,325 | $1.28M | 0.00% | −12,813−15.2% | Reduced |
| Capstone Investment Advisors, LLC | 72,445 | $1.30M | 0.03% | −909−1.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 72,994 | $1.31M | 0.02% | −44,200−37.7% | Reduced |
| Mork Capital Management, LLC | 73,400 | $1.32M | 1.01% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 74,935 | $1.35M | 0.47% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 75,814 | $1.36M | 0.00% | +6,991+10.2% | Added |
| Paralel Advisors LLC | 76,821 | $1.38M | 0.08% | +76,821 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 76,877 | $1.38M | 0.01% | +10,339+15.5% | Added |
| STRS Ohio | 78,751 | $1.42M | 0.01% | −93,355−54.2% | Reduced |
| Mariner, LLC | 79,015 | $1.42M | 0.00% | +19,497+32.8% | Added |
| Allspring Global Investments Holdings, LLC | 81,730 | $1.47M | 0.00% | +38,665+89.8% | Added |
| DekaBank Deutsche Girozentrale | 81,273 | $1.48M | 0.00% | +6,308+8.4% | Added |
| Bremer Bank National Association | 82,090 | $1.48M | 0.28% | +62,061+309.9% | Added |
| Yousif Capital Management, LLC | 82,711 | $1.49M | 0.02% | +2,906+3.6% | Added |
| Desjardins Global Asset Management Inc. | 87,354 | $1.57M | 0.25% | +87,354 | New |
| Stonebridge Capital Advisors LLC | 89,218 | $1.61M | 0.19% | −6,160−6.5% | Reduced |
| ProShare Advisors LLC | 89,358 | $1.61M | 0.01% | −68,278−43.3% | Reduced |
| Gamco Investors, Inc. Et Al | 90,000 | $1.62M | 0.02% | 00.0% | Unchanged |
| WBI Investments | 91,586 | $1.65M | 0.35% | +34,577+60.7% | Added |
| Nomura Asset Management Co Ltd | 92,689 | $1.67M | 0.01% | +12,952+16.2% | Added |
| Raymond James & Associates | 92,910 | $1.67M | 0.00% | −8,046−8.0% | Reduced |
| Public Sector Pension Investment Board | 93,012 | $1.67M | 0.01% | +12,150+15.0% | Added |
| Ergoteles LLC | 94,854 | $1.71M | 0.06% | +94,854 | New |
| Ensign Peak Advisors, Inc | 95,380 | $1.72M | 0.00% | +11,300+13.4% | Added |
| Dynamic Technology Lab Private Ltd | 96,398 | $1.73M | 0.17% | +37,942+64.9% | Added |
| Arizona State Retirement System | 96,581 | $1.74M | 0.02% | +2,880+3.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 100,455 | $1.81M | 0.46% | +100,455 | New |
| Wealthfront Advisers LLC | 104,528 | $1.88M | 0.01% | −4,832−4.4% | Reduced |
| TD Asset Management Inc | 109,458 | $1.97M | 0.00% | +15,698+16.7% | Added |
| MetLife Investment Management | 117,086 | $2.11M | 0.02% | −1,977−1.7% | Reduced |
| American International Group, Inc. | 122,272 | $2.20M | 0.02% | −764−0.6% | Reduced |
| First Republic Investment Management, Inc. | 122,330 | $2.20M | 0.00% | −8,994−6.8% | Reduced |
| Advisor Group Holdings, Inc. | 122,354 | $2.20M | 0.00% | −15,460−11.2% | Reduced |
| Oregon Public Employees Retirement Fund | 122,846 | $2.21M | 0.03% | +5,363+4.6% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $2.27M | 0.12% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 132,331 | $2.38M | 0.03% | +8,919+7.2% | Added |
| Stifel Financial Corp | 132,393 | $2.38M | 0.00% | −19,555−12.9% | Reduced |
| Truist Financial Corp | 132,644 | $2.39M | 0.00% | −6,997−5.0% | Reduced |
| Thrivent Financial for Lutherans | 132,813 | $2.39M | 0.01% | −355,821−72.8% | Reduced |
| Alaska Permanent Fund Corp | 135,300 | $2.43M | 0.04% | 00.0% | Unchanged |
| Korea Investment CORP | 137,008 | $2.46M | 0.01% | −76,381−35.8% | Reduced |
| Palouse Capital Management, Inc. | 234,527 | $2.48M | 2.27% | −17,613−7.0% | Reduced |
| State of Michigan Retirement System | 138,650 | $2.49M | 0.02% | +1,100+0.8% | Added |
| Envestnet Asset Management Inc | 143,853 | $2.59M | 0.00% | −14,166−9.0% | Reduced |
| Illinois Municipal Retirement Fund | 144,212 | $2.59M | 0.06% | 00.0% | Unchanged |
| LPL Financial LLC | 145,404 | $2.62M | 0.00% | −85,139−36.9% | Reduced |
| Retirement Systems of Alabama | 145,702 | $2.62M | 0.01% | −5,391−3.6% | Reduced |
| Asset Management One Co.,Ltd. | 146,431 | $2.68M | 0.01% | +2,235+1.5% | Added |
| CIBC World Markets Corp | 150,292 | $2.70M | 0.02% | +75,170+100.1% | Added |
| Voya Investment Management LLC | 152,375 | $2.74M | 0.00% | −217,902−58.8% | Reduced |
| Scotia Capital Inc. | 152,551 | $2.74M | 0.02% | −1,095−0.7% | Reduced |
| Swiss Life Asset Management Ltd | 153,819 | $2.78M | 0.05% | +14,445+10.4% | Added |
| Hussman Strategic Advisors, Inc. | 155,000 | $2.79M | 0.45% | 00.0% | Unchanged |
| Gabelli Funds LLC | 155,000 | $2.79M | 0.02% | +4,000+2.6% | Added |
| Macquarie Group Ltd | 155,882 | $2.80M | 0.00% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 160,913 | $2.90M | 0.38% | −24,758−13.3% | Reduced |
| Treasurer of the State of North Carolina | 162,090 | $2.92M | 0.02% | −4,070−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 163,509 | $2.94M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 164,061 | $2.95M | 0.02% | +5,561+3.5% | Added |