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 |
|---|---|---|---|---|---|
| Pictet Asset Management SA | 198,651 | $3.57M | 0.01% | +19,478+10.9% | Added |
| Rafferty Asset Management, LLC | 197,895 | $3.56M | 0.03% | +13,629+7.4% | Added |
| Amalgamated Bank | 197,028 | $3.54M | 0.03% | +57,821+41.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 194,657 | $3.50M | 0.01% | −3,994−2.0% | Reduced |
| Gifford Fong Associates | 185,393 | $3.33M | 0.76% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 176,903 | $3.19M | 0.01% | −12,865−6.8% | Reduced |
| State of Wisconsin Investment Board | 172,683 | $3.11M | 0.01% | −21,456−11.1% | Reduced |
| Commonwealth Equity Services, LLC | 171,732 | $3.09M | 0.01% | +1,682+1.0% | Added |
| Brinker Capital Investments, LLC | 170,008 | $3.06M | 0.06% | −11,020−6.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 168,925 | $3.04M | 0.03% | −23,000−12.0% | Reduced |
| Nisa Investment Advisors, LLC | 164,061 | $2.95M | 0.02% | +5,561+3.5% | Added |
| State of New Jersey Common Pension Fund D | 163,509 | $2.94M | 0.01% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 162,090 | $2.92M | 0.02% | −4,070−2.4% | Reduced |
| Redwood Investment Management, LLC | 160,913 | $2.90M | 0.38% | −24,758−13.3% | Reduced |
| Macquarie Group Ltd | 155,882 | $2.80M | 0.00% | 00.0% | Unchanged |
| 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 |
| Swiss Life Asset Management Ltd | 153,819 | $2.78M | 0.05% | +14,445+10.4% | Added |
| Scotia Capital Inc. | 152,551 | $2.74M | 0.02% | −1,095−0.7% | Reduced |
| Voya Investment Management LLC | 152,375 | $2.74M | 0.00% | −217,902−58.8% | Reduced |
| CIBC World Markets Corp | 150,292 | $2.70M | 0.02% | +75,170+100.1% | Added |
| Asset Management One Co.,Ltd. | 146,431 | $2.68M | 0.01% | +2,235+1.5% | Added |
| Retirement Systems of Alabama | 145,702 | $2.62M | 0.01% | −5,391−3.6% | Reduced |
| LPL Financial LLC | 145,404 | $2.62M | 0.00% | −85,139−36.9% | Reduced |
| Illinois Municipal Retirement Fund | 144,212 | $2.59M | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 143,853 | $2.59M | 0.00% | −14,166−9.0% | Reduced |
| State of Michigan Retirement System | 138,650 | $2.49M | 0.02% | +1,100+0.8% | Added |
| Palouse Capital Management, Inc. | 234,527 | $2.48M | 2.27% | −17,613−7.0% | Reduced |
| Korea Investment CORP | 137,008 | $2.46M | 0.01% | −76,381−35.8% | Reduced |
| Alaska Permanent Fund Corp | 135,300 | $2.43M | 0.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 132,813 | $2.39M | 0.01% | −355,821−72.8% | Reduced |
| Truist Financial Corp | 132,644 | $2.39M | 0.00% | −6,997−5.0% | Reduced |
| Stifel Financial Corp | 132,393 | $2.38M | 0.00% | −19,555−12.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 132,331 | $2.38M | 0.03% | +8,919+7.2% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $2.27M | 0.12% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 122,846 | $2.21M | 0.03% | +5,363+4.6% | Added |
| Advisor Group Holdings, Inc. | 122,354 | $2.20M | 0.00% | −15,460−11.2% | Reduced |
| First Republic Investment Management, Inc. | 122,330 | $2.20M | 0.00% | −8,994−6.8% | Reduced |
| American International Group, Inc. | 122,272 | $2.20M | 0.02% | −764−0.6% | Reduced |
| MetLife Investment Management | 117,086 | $2.11M | 0.02% | −1,977−1.7% | Reduced |
| TD Asset Management Inc | 109,458 | $1.97M | 0.00% | +15,698+16.7% | Added |
| Wealthfront Advisers LLC | 104,528 | $1.88M | 0.01% | −4,832−4.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 100,455 | $1.81M | 0.46% | +100,455 | New |
| Arizona State Retirement System | 96,581 | $1.74M | 0.02% | +2,880+3.1% | Added |
| Dynamic Technology Lab Private Ltd | 96,398 | $1.73M | 0.17% | +37,942+64.9% | Added |
| Ensign Peak Advisors, Inc | 95,380 | $1.72M | 0.00% | +11,300+13.4% | Added |
| Ergoteles LLC | 94,854 | $1.71M | 0.06% | +94,854 | New |
| Public Sector Pension Investment Board | 93,012 | $1.67M | 0.01% | +12,150+15.0% | Added |
| Raymond James & Associates | 92,910 | $1.67M | 0.00% | −8,046−8.0% | Reduced |
| Nomura Asset Management Co Ltd | 92,689 | $1.67M | 0.01% | +12,952+16.2% | Added |
| WBI Investments | 91,586 | $1.65M | 0.35% | +34,577+60.7% | Added |
| Gamco Investors, Inc. Et Al | 90,000 | $1.62M | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 89,358 | $1.61M | 0.01% | −68,278−43.3% | Reduced |
| Stonebridge Capital Advisors LLC | 89,218 | $1.61M | 0.19% | −6,160−6.5% | Reduced |
| Desjardins Global Asset Management Inc. | 87,354 | $1.57M | 0.25% | +87,354 | New |
| Yousif Capital Management, LLC | 82,711 | $1.49M | 0.02% | +2,906+3.6% | Added |
| Bremer Bank National Association | 82,090 | $1.48M | 0.28% | +62,061+309.9% | Added |
| DekaBank Deutsche Girozentrale | 81,273 | $1.48M | 0.00% | +6,308+8.4% | Added |
| Allspring Global Investments Holdings, LLC | 81,730 | $1.47M | 0.00% | +38,665+89.8% | Added |
| Mariner, LLC | 79,015 | $1.42M | 0.00% | +19,497+32.8% | Added |
| STRS Ohio | 78,751 | $1.42M | 0.01% | −93,355−54.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 76,877 | $1.38M | 0.01% | +10,339+15.5% | Added |
| Paralel Advisors LLC | 76,821 | $1.38M | 0.08% | +76,821 | New |
| The PNC Financial Services Group, Inc. | 75,814 | $1.36M | 0.00% | +6,991+10.2% | Added |
| Hourglass Capital, LLC | 74,935 | $1.35M | 0.47% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 73,400 | $1.32M | 1.01% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 72,994 | $1.31M | 0.02% | −44,200−37.7% | Reduced |
| Capstone Investment Advisors, LLC | 72,445 | $1.30M | 0.03% | −909−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 71,325 | $1.28M | 0.00% | −12,813−15.2% | Reduced |
| Aviance Capital Partners, LLC | 70,716 | $1.27M | 0.30% | −566−0.8% | Reduced |
| Simplex Trading, LLC | 69,669 | $1.25M | 0.06% | −4,436−6.0% | Reduced |
| PEAK6 Investments LLC | 69,339 | $1.25M | 0.07% | −78,439−53.1% | Reduced |
| State of Tennessee, Treasury Department | 69,327 | $1.25M | 0.01% | +14,264+25.9% | Added |
| Tredje AP-fonden | 68,976 | $1.24M | 0.02% | +1,629+2.4% | Added |
| Handelsbanken Fonder AB | 68,800 | $1.24M | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 68,488 | $1.23M | 0.05% | −14,254−17.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 67,940 | $1.22M | 0.01% | −58,172−46.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 67,473 | $1.21M | 0.03% | −269−0.4% | Reduced |
| Utah Retirement Systems | 66,878 | $1.20M | 0.02% | 00.0% | Unchanged |
| DnB Asset Management AS | 66,806 | $1.20M | 0.01% | −10,038−13.1% | Reduced |
| Andra AP-fonden | 66,100 | $1.19M | 0.04% | −160,100−70.8% | Reduced |
| Mutual of America Capital Management LLC | 64,795 | $1.17M | 0.01% | +1,988+3.2% | Added |
| IFM Investors Pty Ltd | 64,698 | $1.16M | 0.02% | −4,591−6.6% | Reduced |
| Texas Permanent School Fund | 64,310 | $1.16M | 0.02% | +235+0.4% | Added |
| Comerica Bank | 60,169 | $1.15M | 0.01% | +334+0.6% | Added |
| Rothschild Investment Corp | 63,680 | $1.15M | 0.11% | −10,745−14.4% | Reduced |
| State of Alaska, Department of Revenue | 63,661 | $1.15M | 0.01% | +555+0.9% | Added |
| New York Life Investment Management LLC | 63,026 | $1.13M | 0.01% | +65+0.1% | Added |
| Blair William & Co | 63,024 | $1.13M | 0.00% | −54,517−46.4% | Reduced |
| CIBC Asset Management Inc | 61,740 | $1.11M | 0.00% | +4,291+7.5% | Added |
| Xponance, Inc. | 60,956 | $1.10M | 0.02% | +7,108+13.2% | Added |
| Gulf International Bank (UK) Ltd | 60,175 | $1.08M | 0.02% | 00.0% | Unchanged |
| Wright Investors Service Inc | 58,351 | $1.05M | 0.30% | −129−0.2% | Reduced |
| Vestcor Inc | 58,023 | $1.04M | 0.04% | −85,374−59.5% | Reduced |
| SG Americas Securities, LLC | 57,291 | $1.03M | 0.02% | +17,335+43.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 57,079 | $1.03M | 0.00% | −26,247−31.5% | Reduced |
| Kestra Advisory Services, LLC | 55,521 | $998.8K | 0.01% | −11,304−16.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 55,250 | $994.0K | 0.01% | −10,000−15.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 54,652 | $983.1K | 0.00% | −870−1.6% | Reduced |
| Essex Investment Management Co LLC | 54,061 | $973.0K | 0.15% | +54,061 | New |