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 |
|---|---|---|---|---|---|
| FMR LLC | 4,281,023 | $77.0M | 0.01% | −172,241−3.9% | Reduced |
| Northern Trust Corp | 4,477,410 | $80.5M | 0.02% | +22,372+0.5% | Added |
| Massachusetts Financial Services Co | 5,653,856 | $101.7M | 0.04% | −1,110,204−16.4% | Reduced |
| Morgan Stanley | 5,765,917 | $103.7M | 0.01% | +836,828+17.0% | Added |
| Dimensional Fund Advisors LP | 9,041,422 | $162.7M | 0.06% | +480,760+5.6% | Added |
| Geode Capital Management, LLC | 9,204,556 | $165.3M | 0.02% | +319,016+3.6% | Added |
| State Street Corp | 25,373,733 | $456.5M | 0.03% | −40,410−0.2% | Reduced |
| BlackRock Inc. | 45,224,070 | $813.6M | 0.03% | +1,793,208+4.1% | Added |
| Vanguard Group Inc | 52,650,163 | $947.2M | 0.03% | +827,609+1.6% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 55,758,634 | $1.00B | 20.58% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −447,100−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −434,339−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −330,807−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −240,800−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −217,129−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −207,418−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −173,265−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −134,656−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −109,090−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −99,948−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −97,645−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −71,297−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −56,317−100.0% | Sold out |
| F3Logic, LLC | 0 | $0 | 0.00% | −48,119−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −40,007−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −35,092−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −30,004−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −24,600−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −23,657−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −20,803−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −20,188−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −16,230−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −14,944−100.0% | Sold out |
| LVZ Advisors, Inc. | 0 | $0 | 0.00% | −14,640−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −14,313−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −12,920−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −11,961−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −11,790−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −11,697−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,041−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −6,596−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −5,554−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −2,238−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Regentatlantic Capital LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |