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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 19,131 | $344.2K | 0.03% | +6,745+54.5% | Added |
| Fox Run Management, L.L.C. | 18,929 | $340.5K | 0.14% | +18,929 | New |
| MML Investors Services, LLC | 18,725 | $337.0K | 0.00% | −50−0.3% | Reduced |
| Ossiam | 18,423 | $331.4K | 0.01% | −211,456−92.0% | Reduced |
| Wolverine Trading, LLC | 18,356 | $330.0K | 0.01% | −14,694−44.5% | Reduced |
| Vident Investment Advisory, LLC | 18,261 | $328.5K | 0.01% | +780+4.5% | Added |
| DGS Capital Management, LLC | 17,743 | $319.2K | 0.21% | −2,886−14.0% | Reduced |
| Rathbone Brothers plc | 17,540 | $315.5K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 17,393 | $312.9K | 0.00% | −7,942−31.3% | Reduced |
| Centennial Wealth Advisory LLC | 17,123 | $308.0K | 0.17% | +1,856+12.2% | Added |
| Creative Planning | 16,742 | $301.2K | 0.00% | +5,571+49.9% | Added |
| Glenmede Trust Co NA | 16,586 | $298.4K | 0.00% | +2,334+16.4% | Added |
| Acrisure Capital Management, LLC | 16,478 | $296.4K | 0.33% | +16,478 | New |
| Purus Wealth Management, LLC | 16,471 | $296.3K | 0.27% | +172+1.1% | Added |
| Wedmont Private Capital | 15,439 | $296.0K | 0.04% | +15,439 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 16,302 | $293.0K | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 16,130 | $290.2K | 0.00% | +16,130 | New |
| Cipher Capital LP | 16,130 | $290.2K | 0.05% | +16,130 | New |
| Ieq Capital, LLC | 16,096 | $289.6K | 0.01% | +317+2.0% | Added |
| Beacon Investment Advisory Services, Inc. | 16,037 | $288.5K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 33,944 | $288.4K | 0.01% | +17,682+108.7% | Added |
| Pacer Advisors, Inc. | 15,965 | $287.2K | 0.00% | −446,690−96.5% | Reduced |
| Everence Capital Management Inc | 15,670 | $282.0K | 0.02% | +15,670 | New |
| William Blair Investment Management, LLC | 15,633 | $281.2K | 0.00% | +3,550+29.4% | Added |
| Harbour Investments, Inc. | 15,521 | $279.2K | 0.02% | −4,443−22.3% | Reduced |
| M&T Bank Corp | 15,259 | $274.2K | 0.00% | −1,428−8.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 15,174 | $273.0K | 0.18% | +911+6.4% | Added |
| Sigma Planning Corp | 15,136 | $272.3K | 0.01% | −105−0.7% | Reduced |
| Meeder Advisory Services, Inc. | 15,052 | $270.8K | 0.03% | +15,052 | New |
| Tokio Marine Asset Management Co Ltd | 15,013 | $270.1K | 0.02% | −1,066−6.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,862 | $267.4K | 0.03% | +618+4.3% | Added |
| Visionary Wealth Advisors | 14,570 | $262.0K | 0.02% | −2,200−13.1% | Reduced |
| Novare Capital Management LLC | 14,500 | $260.9K | 0.03% | 00.0% | Unchanged |
| Old National Bancorp | 14,413 | $259.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 13,988 | $251.6K | 0.00% | −1,031−6.9% | Reduced |
| Investors Asset Management of Georgia Inc | 13,312 | $239.5K | 0.12% | +264+2.0% | Added |
| Fifth Third Bancorp | 13,060 | $234.9K | 0.00% | +2,249+20.8% | Added |
| Keystone Financial Group | 13,019 | $234.2K | 0.05% | −60−0.5% | Reduced |
| Running Point Capital Advisors, LLC | 13,000 | $233.9K | 0.14% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 12,750 | $229.0K | 0.03% | −2,050−13.9% | Reduced |
| Cutler Group LP | 12,694 | $228.0K | 0.03% | −7,252−36.4% | Reduced |
| Verdence Capital Advisors LLC | 12,629 | $227.2K | 0.03% | −7,303−36.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,638 | $227.0K | 0.00% | −238,526−95.0% | Reduced |
| United Services Automobile Association | 12,496 | $225.0K | 0.01% | +12,496 | New |
| Coldstream Capital Management Inc | 11,953 | $215.0K | 0.01% | +11,953 | New |
| Commerce Bank | 11,492 | $206.7K | 0.00% | +228+2.0% | Added |
| Laurel Wealth Advisors, Inc. | 11,360 | $204.0K | 0.02% | +11,360 | New |
| O'Shaughnessy Asset Management, LLC | 11,206 | $201.6K | 0.00% | −1,103−9.0% | Reduced |
| Signaturefd, LLC | 11,078 | $199.3K | 0.01% | −2,325−17.3% | Reduced |
| Paragon Capital Management Ltd | 11,072 | $199.2K | 0.05% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,034 | $198.5K | 0.01% | −2,750−20.0% | Reduced |
| Two Sigma Securities, LLC | 10,967 | $197.3K | 0.03% | −26,657−70.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,903 | $196.1K | 0.00% | +10,903 | New |
| Meeder Asset Management Inc | 10,838 | $195.0K | 0.02% | −21,186−66.2% | Reduced |
| Meridian Wealth Advisors, LLC | 10,798 | $194.3K | 0.05% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 10,691 | $192.3K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 10,622 | $191.1K | 0.01% | +7,957+298.6% | Added |
| Forum Financial Management, LP | 10,430 | $187.6K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 10,404 | $187.2K | 0.07% | +6+0.1% | Added |
| Synovus Financial Corp | 10,342 | $186.0K | 0.00% | +19+0.2% | Added |
| Tower Research Capital LLC (TRC) | 10,224 | $184.0K | 0.01% | −17,910−63.7% | Reduced |
| Mather Group, LLC. | 10,121 | $182.1K | 0.00% | +10,121 | New |
| Van Eck Associates Corp | 10,094 | $182.0K | 0.00% | +537+5.6% | Added |
| Patton Fund Management, Inc. | 10,006 | $180.0K | 0.05% | +10,006 | New |
| Hoertkorn Richard Charles | 10,000 | $179.9K | 0.10% | +10,000 | New |
| First National Bank of South Miami | 8,895 | $160.0K | 0.12% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 8,235 | $148.1K | 0.00% | −21,358−72.2% | Reduced |
| CWM, LLC | 8,032 | $144.0K | 0.00% | +2,083+35.0% | Added |
| Belpointe Asset Management LLC | 7,504 | $135.0K | 0.01% | −1,121−13.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 7,346 | $132.2K | 0.01% | +7,346 | New |
| Bessemer Group Inc | 6,909 | $124.0K | 0.00% | −1,952−22.0% | Reduced |
| Altshuler Shaham Ltd | 5,962 | $107.3K | 0.00% | −932−13.5% | Reduced |
| Twin Tree Management, LP | 5,951 | $107.1K | 0.00% | +5,951 | New |
| Rockefeller Capital Management L.P. | 5,990 | $107.0K | 0.00% | −17,593−74.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,598 | $105.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 5,626 | $101.0K | 0.08% | +644+12.9% | Added |
| Parallel Advisors, LLC | 5,314 | $95.6K | 0.00% | +264+5.2% | Added |
| Optimum Investment Advisors | 5,300 | $95.3K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,341 | $92.8K | 0.00% | +5,341 | New |
| Ellevest, Inc. | 4,899 | $88.1K | 0.01% | +1,029+26.6% | Added |
| MCF Advisors LLC | 4,225 | $76.0K | 0.01% | +333+8.6% | Added |
| Harvest Fund Management Co., Ltd | 4,228 | $76.0K | 0.02% | +2,285+117.6% | Added |
| Register Financial Advisors LLC | 3,336 | $69.8K | 0.04% | +3,336 | New |
| PFG Private Wealth Management, LLC | 3,845 | $69.0K | 0.04% | +3,845 | New |
| Northwest Investment Counselors, LLC | 3,822 | $68.8K | 0.02% | −175−4.4% | Reduced |
| Advisory Services Network, LLC | 3,519 | $63.3K | 0.00% | +3,519 | New |
| Grove Bank & Trust | 3,482 | $63.0K | 0.01% | +3,482 | New |
| NVWM, LLC | 3,425 | $61.6K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,353 | $60.3K | 0.01% | +796+31.1% | Added |
| TD Private Client Wealth LLC | 3,254 | $58.5K | 0.00% | +39+1.2% | Added |
| Huntington National Bank | 3,248 | $58.4K | 0.00% | −1,074−24.8% | Reduced |
| DuPont Capital Management Corp | 3,054 | $54.9K | 0.00% | −18,451−85.8% | Reduced |
| First Horizon Advisors, Inc. | 2,737 | $49.3K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 2,649 | $47.7K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,632 | $47.0K | 0.03% | +962+57.6% | Added |
| TD Waterhouse Canada Inc. | 2,091 | $44.8K | 0.00% | +952+83.6% | Added |
| RFP Financial Group LLC | 2,314 | $41.6K | 0.02% | +2,314 | New |
| Farther Finance Advisors, LLC | 2,050 | $36.9K | 0.01% | +2,050 | New |
| Deseret Mutual Benefit Administrators | 2,044 | $36.8K | 0.02% | −1,989−49.3% | Reduced |
| Romano Brothers and Company | 2,000 | $36.0K | 0.01% | +2,000 | New |