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 |
|---|---|---|---|---|---|
| Mn Services Vermogensbeheer B.V. | 168,925 | $3.04M | 0.03% | −23,000−12.0% | Reduced |
| Brinker Capital Investments, LLC | 170,008 | $3.06M | 0.06% | −11,020−6.1% | Reduced |
| Commonwealth Equity Services, LLC | 171,732 | $3.09M | 0.01% | +1,682+1.0% | Added |
| State of Wisconsin Investment Board | 172,683 | $3.11M | 0.01% | −21,456−11.1% | Reduced |
| Russell Investments Group, Ltd. | 176,903 | $3.19M | 0.01% | −12,865−6.8% | Reduced |
| Gifford Fong Associates | 185,393 | $3.33M | 0.76% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 194,657 | $3.50M | 0.01% | −3,994−2.0% | Reduced |
| Amalgamated Bank | 197,028 | $3.54M | 0.03% | +57,821+41.5% | Added |
| Rafferty Asset Management, LLC | 197,895 | $3.56M | 0.03% | +13,629+7.4% | Added |
| Pictet Asset Management SA | 198,651 | $3.57M | 0.01% | +19,478+10.9% | Added |
| Allianz Asset Management GmbH | 200,648 | $3.61M | 0.01% | −8,540−4.1% | Reduced |
| Achmea Investment Management B.V. | 214,556 | $3.62M | 0.12% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 201,731 | $3.63M | 0.45% | 00.0% | Unchanged |
| HSBC Holdings PLC | 212,425 | $3.79M | 0.00% | −25,486−10.7% | Reduced |
| Public Employees Retirement System of Ohio | 218,431 | $3.93M | 0.02% | −2,164−1.0% | Reduced |
| Guggenheim Capital LLC | 220,114 | $3.96M | 0.03% | +36,857+20.1% | Added |
| FIL Ltd | 224,844 | $4.04M | 0.00% | −407,748−64.5% | Reduced |
| Forsta Ap-Fonden | 239,900 | $4.32M | 0.05% | +150,800+169.2% | Added |
| Holocene Advisors, LP | 242,297 | $4.36M | 0.03% | +191,977+381.5% | Added |
| National Bank of Canada | 244,518 | $4.40M | 0.01% | +148,365+154.3% | Added |
| American Financial Group Inc | 245,000 | $4.41M | 1.47% | 00.0% | Unchanged |
| Natixis | 247,464 | $4.45M | 0.03% | +247,464 | New |
| Poehling Capital Management, LLC | 252,644 | $4.55M | 1.70% | −3,964−1.5% | Reduced |
| Valueworks LLC | 253,865 | $4.57M | 1.61% | −703−0.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 261,582 | $4.71M | 0.02% | −16,186−5.8% | Reduced |
| Walleye Trading LLC | 263,025 | $4.73M | 0.12% | +5,132+2.0% | Added |
| Continental Advisors LLC | 268,071 | $4.82M | 4.57% | −74,846−21.8% | Reduced |
| Live Oak Private Wealth LLC | 271,251 | $4.88M | 1.01% | +3,761+1.4% | Added |
| Susquehanna International Group, LLP | 273,055 | $4.91M | 0.01% | +52,718+23.9% | Added |
| Great West Life Assurance Co | 279,663 | $5.05M | 0.01% | −36,790−11.6% | Reduced |
| Cacti Asset Management LLC | 285,131 | $5.13M | 0.49% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 297,796 | $5.36M | 0.15% | +297,796 | New |
| Bank of Montreal | 277,463 | $5.37M | 0.00% | −98,215−26.1% | Reduced |
| Brookfield Asset Management Inc. | 310,017 | $5.58M | 0.02% | +310,017 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 311,411 | $5.67M | 0.02% | +31,925+11.4% | Added |
| South Dakota Investment Council | 330,219 | $5.94M | 0.13% | −600−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 333,689 | $6.00M | 0.00% | −7,301−2.1% | Reduced |
| Bank of Nova Scotia | 340,380 | $6.12M | 0.02% | +158,868+87.5% | Added |
| Insight Folios Inc | 352,234 | $6.34M | 2.86% | +57,456+19.5% | Added |
| Aviva PLC | 357,460 | $6.43M | 0.03% | +337,228+1,666.8% | Added |
| ARGI Investment Services, LLC | 368,857 | $6.64M | 0.21% | +24,468+7.1% | Added |
| Wesleyan Assurance Society | 404,237 | $7.27M | 0.89% | 00.0% | Unchanged |
| Prudential Financial Inc | 406,891 | $7.32M | 0.01% | −471,659−53.7% | Reduced |
| New York State Teachers Retirement System | 421,640 | $7.58M | 0.02% | +259+0.1% | Added |
| Brandywine Global Investment Management, LLC | 424,884 | $7.64M | 0.06% | +302,127+246.1% | Added |
| Storebrand Asset Management AS | 437,698 | $7.87M | 0.04% | +44,766+11.4% | Added |
| Robeco Institutional Asset Management B.V. | 442,189 | $7.95M | 0.02% | +78,005+21.4% | Added |
| Adage Capital Partners GP, L.L.C. | 462,569 | $8.32M | 0.02% | −900−0.2% | Reduced |
| State Board of Administration of Florida Retirement System | 470,822 | $8.47M | 0.02% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 477,633 | $8.59M | 0.02% | +57,163+13.6% | Added |
| Wells Fargo & Company | 516,459 | $9.29M | 0.00% | −226,372−30.5% | Reduced |
| Toronto Dominion Bank | 526,649 | $9.47M | 0.01% | +336,662+177.2% | Added |
| Principal Financial Group Inc | 572,038 | $10.3M | 0.01% | −44,323−7.2% | Reduced |
| California State Teachers Retirement System | 576,599 | $10.4M | 0.02% | +2,278+0.4% | Added |
| BNP Paribas Arbitrage, SA | 596,599 | $10.7M | 0.03% | +110,246+22.7% | Added |
| Citigroup Inc | 606,463 | $10.9M | 0.02% | +223,884+58.5% | Added |
| Ameriprise Financial Inc | 610,912 | $11.0M | 0.00% | +61,038+11.1% | Added |
| Olstein Capital Management, L.P. | 620,200 | $11.2M | 1.75% | −57,000−8.4% | Reduced |
| Baird Financial Group, Inc. | 623,969 | $11.2M | 0.03% | −110,707−15.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 627,423 | $11.3M | 0.32% | +592,037+1,673.1% | Added |
| Renaissance Technologies LLC | 677,300 | $12.2M | 0.02% | −247,300−26.7% | Reduced |
| Credit Suisse AG | 677,684 | $12.2M | 0.01% | +106,995+18.7% | Added |
| AE Wealth Management LLC | 710,819 | $12.8M | 0.09% | +164,863+30.2% | Added |
| Rhumbline Advisers | 754,962 | $13.6M | 0.02% | +40,654+5.7% | Added |
| Intech Investment Management LLC | 767,971 | $13.8M | 0.10% | +61,813+8.8% | Added |
| California Public Employees Retirement System | 802,248 | $14.4M | 0.01% | −42,225−5.0% | Reduced |
| Alliancebernstein L.P. | 837,414 | $15.1M | 0.01% | −48,305−5.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 905,435 | $16.3M | 0.06% | +130,797+16.9% | Added |
| Barclays PLC | 927,695 | $16.7M | 0.01% | +5,160+0.6% | Added |
| Agf Management Ltd | 936,255 | $16.8M | 0.12% | +936,255 | New |
| Schonfeld Strategic Advisors LLC | 942,058 | $16.9M | 0.14% | −980,634−51.0% | Reduced |
| Squarepoint Ops LLC | 963,934 | $17.3M | 0.13% | −178,813−15.6% | Reduced |
| Royal Bank of Canada | 1,083,639 | $19.5M | 0.01% | +23,464+2.2% | Added |
| UBS Group AG | 1,135,030 | $20.4M | 0.01% | +73,678+6.9% | Added |
| New York State Common Retirement Fund | 1,180,221 | $21.2M | 0.03% | +4,550+0.4% | Added |
| AQR Capital Management LLC | 1,293,700 | $23.2M | 0.05% | −306,892−19.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,358,398 | $24.4M | 0.02% | −328,630−19.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,380,044 | $24.8M | 0.13% | +21,144+1.6% | Added |
| American Century Companies Inc | 1,381,069 | $24.8M | 0.02% | −130,056−8.6% | Reduced |
| Nuveen Asset Management, LLC | 1,446,666 | $26.0M | 0.01% | −10,496−0.7% | Reduced |
| Deutsche Bank AG | 1,564,015 | $28.1M | 0.02% | +21,255+1.4% | Added |
| Legal & General Group Plc | 1,589,371 | $28.6M | 0.01% | −44,790−2.7% | Reduced |
| First Trust Advisors LP | 1,606,777 | $28.9M | 0.03% | +149,037+10.2% | Added |
| Letko, Brosseau & Associates Inc | 1,753,838 | $31.6M | 0.57% | −65,175−3.6% | Reduced |
| UBS Asset Management Americas Inc | 1,898,717 | $34.2M | 0.02% | −112,329−5.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,919,859 | $34.5M | 0.06% | −243,503−11.3% | Reduced |
| Amundi | 1,787,116 | $35.3M | 0.02% | +117,915+7.1% | Added |
| Gillson Capital LP | 2,009,996 | $36.2M | 2.74% | +2,009,996 | New |
| JPMorgan Chase & Co | 2,021,286 | $36.4M | 0.01% | −1,642,338−44.8% | Reduced |
| Citadel Advisors LLC | 2,171,385 | $39.1M | 0.05% | −1,422,954−39.6% | Reduced |
| Bank of America Corp | 2,267,412 | $40.8M | 0.01% | +220,759+10.8% | Added |
| Two Sigma Advisers, LP | 2,313,300 | $41.6M | 0.12% | −649,800−21.9% | Reduced |
| Fiera Capital Corp | 2,347,530 | $42.2M | 0.13% | −28,711−1.2% | Reduced |
| Pzena Investment Management LLC | 2,638,074 | $47.5M | 0.21% | −47,068−1.8% | Reduced |
| Swedbank AB | 2,654,758 | $47.8M | 0.11% | +94,775+3.7% | Added |
| Goldman Sachs Group Inc | 2,782,513 | $50.1M | 0.01% | −540,605−16.3% | Reduced |
| Price T Rowe Associates Inc | 3,080,044 | $55.4M | 0.01% | +44,302+1.5% | Added |
| Bank of New York Mellon Corp | 3,156,958 | $56.8M | 0.01% | −510,709−13.9% | Reduced |
| Norges Bank | 3,231,426 | $58.1M | 0.01% | −199,347−5.8% | Reduced |
| Charles Schwab Investment Management Inc | 3,789,674 | $68.2M | 0.02% | +127,265+3.5% | Added |