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 |
|---|---|---|---|---|---|
| Czech National Bank | 53,235 | $957.7K | 0.03% | +418+0.8% | Added |
| Kestra Private Wealth Services, LLC | 52,959 | $952.7K | 0.05% | +37,568+244.1% | Added |
| Group One Trading, L.P. | 52,712 | $948.3K | 0.03% | −3,396−6.1% | Reduced |
| HighTower Advisors, LLC | 51,980 | $942.0K | 0.00% | −6,867−11.7% | Reduced |
| Highland Capital Management, LLC | 52,303 | $941.0K | 0.07% | −935−1.8% | Reduced |
| Gotham Asset Management, LLC | 51,550 | $927.4K | 0.03% | −122,127−70.3% | Reduced |
| Teza Capital Management LLC | 51,245 | $921.9K | 0.18% | −18,420−26.4% | Reduced |
| Snowden Capital Advisors LLC | 50,685 | $911.8K | 0.04% | +2,121+4.4% | Added |
| Quantinno Capital Management LP | 50,435 | $907.0K | 0.07% | +5,694+12.7% | Added |
| Banque Pictet & Cie SA | 49,968 | $898.9K | 0.01% | +17,748+55.1% | Added |
| Erste Asset Management GmbH | 48,741 | $892.0K | 0.02% | +8,082+19.9% | Added |
| Schroder Investment Management Group | 47,314 | $851.2K | 0.00% | −162,033−77.4% | Reduced |
| D.A. Davidson & Co. | 46,490 | $836.4K | 0.01% | +5,510+13.4% | Added |
| Mercer Global Advisors Inc | 45,737 | $823.0K | 0.00% | +7,759+20.4% | Added |
| Franklin Resources Inc | 44,519 | $800.9K | 0.00% | +4,848+12.2% | Added |
| Advisor Partners II, LLC | 43,623 | $784.8K | 0.05% | +4,042+10.2% | Added |
| Jane Street Group, LLC | 43,089 | $775.2K | 0.00% | −334,110−88.6% | Reduced |
| Alps Advisors Inc | 41,007 | $737.7K | 0.01% | +4,207+11.4% | Added |
| Teachers Retirement System of the State of Kentucky | 41,009 | $737.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 40,214 | $723.4K | 0.41% | −61,438−60.4% | Reduced |
| Verition Fund Management LLC | 40,036 | $720.2K | 0.01% | +12,151+43.6% | Added |
| Teacher Retirement System of Texas | 38,592 | $694.0K | 0.01% | −10,159−20.8% | Reduced |
| Ethic Inc. | 38,478 | $692.2K | 0.04% | +13,884+56.5% | Added |
| Nissay Asset Management Corp | 38,328 | $689.5K | 0.01% | −2,561−6.3% | Reduced |
| Cetera Advisor Networks LLC | 37,538 | $675.3K | 0.01% | +6,951+22.7% | Added |
| Natixis Advisors, L.P. | 37,491 | $674.0K | 0.00% | +6,680+21.7% | Added |
| Securian Asset Management, Inc | 37,256 | $670.2K | 0.02% | +175+0.5% | Added |
| Stock Yards Bank & Trust Co | 36,992 | $665.0K | 0.03% | −510−1.4% | Reduced |
| Wellington Management Group LLP | 36,891 | $663.7K | 0.00% | −139,179−79.0% | Reduced |
| APG Asset Management N.V. | 36,611 | $659.0K | 0.00% | +24,480+201.8% | Added |
| Panagora Asset Management Inc | 36,630 | $659.0K | 0.00% | +17,209+88.6% | Added |
| Millennium Management LLC | 36,534 | $657.0K | 0.00% | +36,534 | New |
| Cambridge Investment Research Advisors, Inc. | 36,204 | $651.0K | 0.00% | −1,134−3.0% | Reduced |
| Portland Investment Counsel Inc. | 35,983 | $647.0K | 0.37% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 35,928 | $646.3K | 0.00% | −7,578−17.4% | Reduced |
| Kentucky Retirement Systems | 35,765 | $643.0K | 0.03% | +156+0.4% | Added |
| Occudo Quantitative Strategies LP | 35,496 | $638.6K | 0.07% | +13,410+60.7% | Added |
| Public Employees Retirement Association of Colorado | 34,624 | $623.0K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 34,232 | $615.8K | 0.02% | +12,005+54.0% | Added |
| Janus Henderson Group PLC | 33,928 | $610.2K | 0.00% | −30.0% | Reduced |
| Investors Research Corp | 33,050 | $594.6K | 0.16% | −525−1.6% | Reduced |
| Voloridge Investment Management, LLC | 32,919 | $592.2K | 0.00% | −19,974−37.8% | Reduced |
| Vontobel Holding Ltd. | 33,009 | $590.2K | 0.01% | +3,756+12.8% | Added |
| Hartford Investment Management Co | 32,632 | $587.0K | 0.02% | −10,676−24.7% | Reduced |
| Great Lakes Retirement, Inc. | 32,538 | $585.4K | 0.15% | +32,538 | New |
| Hilltop Holdings Inc. | 32,532 | $585.2K | 0.08% | −61−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 31,751 | $572.0K | 0.01% | +247+0.8% | Added |
| Kinneret Advisory, LLC | 31,689 | $570.1K | 0.08% | +31,689 | New |
| JustInvest LLC | 31,497 | $566.6K | 0.02% | −28,600−47.6% | Reduced |
| Seeyond | 31,487 | $566.5K | 0.05% | −650−2.0% | Reduced |
| British Columbia Investment Management Corp | 30,110 | $541.7K | 0.01% | −3,758−11.1% | Reduced |
| Cetera Investment Advisers | 29,672 | $533.8K | 0.00% | +2,261+8.2% | Added |
| Banque Cantonale Vaudoise | 29,604 | $533.0K | 0.03% | +22,100+294.5% | Added |
| Nordea Investment Management AB | 29,611 | $532.1K | 0.00% | +3,367+12.8% | Added |
| Prudential PLC | 29,487 | $530.5K | 0.01% | +15,436+109.9% | Added |
| Louisiana State Employees Retirement System | 29,400 | $529.0K | 0.01% | +300+1.0% | Added |
| Maryland State Retirement & Pension System | 28,738 | $517.0K | 0.02% | +28,738 | New |
| Wealthcare Advisory Partners LLC | 28,495 | $512.6K | 0.02% | −1,972−6.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 28,337 | $509.8K | 0.00% | −27,700−49.4% | Reduced |
| ARGA Investment Management, LP | 28,084 | $505.2K | 0.02% | −12,746−31.2% | Reduced |
| Jackson Square Capital, LLC | 27,152 | $488.5K | 0.23% | +27,152 | New |
| Y-Intercept (Hong Kong) Ltd | 26,844 | $482.9K | 0.07% | +26,844 | New |
| Proffitt & Goodson Inc | 26,799 | $482.1K | 0.10% | +6,887+34.6% | Added |
| Metropolitan Life Insurance Co | 26,304 | $473.2K | 0.02% | −777−2.9% | Reduced |
| MAI Capital Management | 26,054 | $468.7K | 0.01% | +4,039+18.3% | Added |
| Savant Capital, LLC | 25,908 | $466.1K | 0.01% | +6,790+35.5% | Added |
| Elo Mutual Pension Insurance Co | 25,913 | $466.0K | 0.02% | +465+1.8% | Added |
| CI Private Wealth, LLC | 25,850 | $464.8K | 0.00% | +25,850 | New |
| Element Wealth, LLC | 25,751 | $463.3K | 0.38% | +100+0.4% | Added |
| Daiwa Securities Group Inc. | 25,249 | $454.0K | 0.00% | +894+3.7% | Added |
| Lumina Fund Management LLC | 25,000 | $450.0K | 0.23% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16,041 | $447.0K | 0.01% | −3,660−18.6% | Reduced |
| Leonteq Securities AG | 24,620 | $442.9K | 0.02% | −12,993−34.5% | Reduced |
| Captrust Financial Advisors | 24,309 | $437.3K | 0.00% | +462+1.9% | Added |
| Equitable Holdings, Inc. | 24,160 | $434.6K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 24,020 | $432.1K | 0.01% | −3,046−11.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,342 | $419.9K | 0.01% | −55,889−70.5% | Reduced |
| Unison Advisors LLC | 22,590 | $406.4K | 0.05% | +222+1.0% | Added |
| Eagle Rock Investment Company, LLC | 20,175 | $398.9K | 0.09% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 22,165 | $398.7K | 0.00% | −1,338−5.7% | Reduced |
| Baldrige Asset Management LLC | 22,129 | $398.0K | 0.18% | 00.0% | Unchanged |
| US Bancorp | 21,880 | $393.6K | 0.00% | −5,527−20.2% | Reduced |
| Norinchukin Bank, The | 21,868 | $393.4K | 0.01% | −5,631−20.5% | Reduced |
| Oppenheimer Asset Management Inc. | 21,838 | $392.9K | 0.01% | −1,260−5.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 21,774 | $391.7K | 0.00% | −714−3.2% | Reduced |
| New Mexico Educational Retirement Board | 21,714 | $391.0K | 0.02% | +4,500+26.1% | Added |
| Janney Montgomery Scott LLC | 21,486 | $387.0K | 0.00% | −22,919−51.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,150 | $380.0K | 0.02% | 00.0% | Unchanged |
| Caas Capital Management LP | 20,331 | $365.8K | 0.07% | −133,592−86.8% | Reduced |
| Westpac Banking Corp | 20,291 | $365.0K | 0.01% | −13,651−40.2% | Reduced |
| Assetmark, Inc | 20,103 | $361.7K | 0.00% | +6,052+43.1% | Added |
| Morningstar Investment Services LLC | 19,394 | $361.0K | 0.00% | −714−3.6% | Reduced |
| Assenagon Asset Management S.A. | 19,905 | $358.0K | 0.00% | −2,803−12.3% | Reduced |
| Stratos Wealth Partners, LTD. | 19,855 | $357.2K | 0.01% | −3,850−16.2% | Reduced |
| KBC Group NV | 19,859 | $357.0K | 0.00% | +10,195+105.5% | Added |
| Neuberger Berman Group LLC | 19,767 | $355.6K | 0.00% | −15,429−43.8% | Reduced |
| Victory Capital Management Inc | 19,619 | $352.9K | 0.00% | −77,863−79.9% | Reduced |
| Clear Street Markets LLC | 19,410 | $349.0K | 0.07% | +17,210+782.3% | Added |
| Arvest Trust Co N A | 19,362 | $348.3K | 0.02% | −46−0.2% | Reduced |
| Tennessee Valley Asset Management Partners | 19,150 | $344.5K | 0.12% | +4,417+30.0% | Added |