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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 1,941 | $35.0K | 0.00% | +1,785+1,144.2% | Added |
| EverSource Wealth Advisors, LLC | 1,844 | $33.2K | 0.01% | +1,027+125.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,750 | $31.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,700 | $31.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,724 | $31.0K | 0.00% | +403+30.5% | Added |
| Orion Capital Management LLC | 1,700 | $30.6K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,688 | $30.4K | 0.00% | +1,013+150.1% | Added |
| Federated Hermes, Inc. | 1,568 | $28.2K | 0.00% | −8,703−84.7% | Reduced |
| Private Trust Co NA | 1,567 | $28.0K | 0.00% | +218+16.2% | Added |
| Quadrant Capital Group LLC | 1,556 | $28.0K | 0.00% | −2,159−58.1% | Reduced |
| Quent Capital, LLC | 1,541 | $27.7K | 0.01% | +87+6.0% | Added |
| McIlrath & Eck, LLC | 1,434 | $25.8K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,222 | $22.0K | 0.01% | +7+0.6% | Added |
| Castleview Partners, LLC | 1,123 | $20.2K | 0.02% | +1,123 | New |
| Avondale Wealth Management | 1,050 | $18.9K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,012 | $18.2K | 0.01% | +179+21.5% | Added |
| Clear Investment Research, LLC | 1,000 | $18.0K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $18.0K | 0.00% | −350−25.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 970 | $17.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $17.1K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 934 | $16.8K | 0.01% | +200+27.2% | Added |
| Parkside Financial Bank & Trust | 920 | $16.6K | 0.00% | −148−13.9% | Reduced |
| JFS Wealth Advisors, LLC | 869 | $15.6K | 0.00% | −27−3.0% | Reduced |
| EWG Elevate Inc. | 848 | $15.3K | 0.01% | +848 | New |
| Caldwell Trust Co | 847 | $15.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 852 | $15.0K | 0.01% | +852 | New |
| Steward Partners Investment Advisory, LLC | 825 | $14.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 763 | $13.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 760 | $13.7K | 0.00% | +760 | New |
| Salem Investment Counselors Inc | 750 | $13.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 690 | $12.0K | 0.11% | −700−50.4% | Reduced |
| PrairieView Partners, LLC | 700 | $12.0K | 0.00% | +700 | New |
| Oakworth Capital, Inc. | 648 | $11.7K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 647 | $11.6K | 0.00% | +594+1,120.8% | Added |
| Concord Wealth Partners | 643 | $11.6K | 0.00% | +643 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $10.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 575 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 569 | $10.0K | 0.00% | +5+0.9% | Added |
| CoreCap Advisors, LLC | 540 | $9.71K | 0.00% | +540 | New |
| Accurate Wealth Management, LLC | 469 | $9.16K | 0.00% | +469 | New |
| Red Tortoise LLC | 492 | $8.85K | 0.01% | +492 | New |
| BerganKDV Wealth Management, LLC | 460 | $8.28K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 459 | $8.26K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 450 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 402 | $7.23K | 0.00% | −308−43.4% | Reduced |
| Massmutual Trust Co FSB | 373 | $7.00K | 0.00% | −356−48.8% | Reduced |
| Ronald Blue Trust, Inc. | 541 | $7.00K | 0.00% | +215+66.0% | Added |
| Global Retirement Partners, LLC | 367 | $6.60K | 0.00% | −7−1.9% | Reduced |
| Brown Brothers Harriman & Co | 350 | $6.30K | 0.00% | −160−31.4% | Reduced |
| SRS Capital Advisors, Inc. | 344 | $6.19K | 0.00% | +35+11.3% | Added |
| Lindbrook Capital, LLC | 341 | $6.13K | 0.00% | −423−55.4% | Reduced |
| First Community Trust NA | 306 | $6.00K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 320 | $5.76K | 0.00% | +320 | New |
| JJJ Advisors Inc. | 255 | $4.99K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 267 | $4.80K | 0.00% | +267 | New |
| Farmers & Merchants Investments Inc | 247 | $4.44K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 245 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 234 | $4.21K | 0.00% | +169+260.0% | Added |
| AdvisorNet Financial, Inc | 232 | $4.17K | 0.00% | +89+62.2% | Added |
| Hazlett, Burt & Watson, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 206 | $4.00K | 0.00% | +9+4.6% | Added |
| Eukles Asset Management | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 238 | $4.00K | 0.00% | +18+8.2% | Added |
| Tompkins Financial Corp | 200 | $4.00K | 0.00% | +200 | New |
| Glassman Wealth Services | 187 | $3.36K | 0.00% | −167−47.2% | Reduced |
| Earnest Partners LLC | 187 | $3.36K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $3.08K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 171 | $3.08K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 160 | $3.00K | 0.00% | +160 | New |
| Cribstone Capital Management, LLC | 162 | $2.91K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 153 | $2.75K | 0.00% | +45+41.7% | Added |
| Lazard Asset Management LLC | 113 | $2.00K | 0.00% | −20,271−99.4% | Reduced |
| Park Place Capital Corp | 107 | $2.00K | 0.00% | +107 | New |
| Sound Income Strategies, LLC | 105 | $1.89K | 0.00% | −400−79.2% | Reduced |
| PSI Advisors, LLC | 100 | $1.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 95 | $1.71K | 0.00% | +46+93.9% | Added |
| Disciplined Investments, LLC | 87 | $1.56K | 0.00% | −3−3.3% | Reduced |
| Affiance Financial, LLC | 79 | $1.42K | 0.00% | +79 | New |
| Allworth Financial LP | 64 | $1.15K | 0.00% | −72−52.9% | Reduced |
| My Personal CFO, LLC | 63 | $1.13K | 0.00% | +63 | New |
| Gradient Investments LLC | 56 | $1.01K | 0.00% | +23+69.7% | Added |
| Baystate Wealth Management LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 86 | $1.00K | 0.00% | +86 | New |
| City State Bank | 50 | $1.00K | 0.00% | +50 | New |
| New Millennium Group LLC | 50 | $900 | 0.00% | +50 | New |
| Adirondack Trust Co | 50 | $899 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $828 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 45 | $810 | 0.00% | +45 | New |
| Coppell Advisory Solutions Corp. | 45 | $810 | 0.00% | +45 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $791 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $738 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $738 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $728 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 37,124 | $668 | 0.00% | −13,779−27.1% | Reduced |
| Raffa Wealth Management, LLC | 34 | $612 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 33 | $594 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 31 | $558 | 0.00% | 00.0% | Unchanged |