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, Q1 2023
Institutional positions in Invesco Ltd. as of Mar 31, 2023. 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
- 515
- +13 vs. Q4 2022
- Shares held
- 313.6M
- −3.25M (−1.0%) vs. Q4 2022
- Total value
- $5.14B
- −$561.0M (−9.8%) vs. Q4 2022
- New holders
- 66
- 202 more added
- Sold out
- 53
- 165 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 53,314,707 | $874.4M | 0.02% | +664,544+1.3% | Added |
| BlackRock Inc. | 47,752,801 | $783.1M | 0.02% | +2,528,731+5.6% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 33,940,096 | $556.6M | 14.84% | −21,818,538−39.1% | Reduced |
| State Street Corp | 24,311,748 | $398.7M | 0.02% | −1,061,985−4.2% | Reduced |
| Dimensional Fund Advisors LP | 9,391,387 | $154.0M | 0.05% | +349,965+3.9% | Added |
| Citadel Advisors LLC | 9,380,386 | $153.8M | 0.17% | +7,209,001+332.0% | Added |
| Geode Capital Management, LLC | 9,349,841 | $153.0M | 0.02% | +145,285+1.6% | Added |
| Massachusetts Financial Services Co | 5,688,659 | $93.3M | 0.03% | +34,803+0.6% | Added |
| Morgan Stanley | 5,185,188 | $85.0M | 0.01% | −580,729−10.1% | Reduced |
| Goldman Sachs Group Inc | 4,672,191 | $76.6M | 0.02% | +1,889,678+67.9% | Added |
| Northern Trust Corp | 4,586,940 | $75.2M | 0.01% | +109,530+2.4% | Added |
| FMR LLC | 4,316,437 | $70.8M | 0.01% | +35,414+0.8% | Added |
| Charles Schwab Investment Management Inc | 3,841,345 | $63.0M | 0.02% | +51,671+1.4% | Added |
| Norges Bank | 3,569,869 | $58.5M | 0.01% | +338,443+10.5% | Added |
| Bank of New York Mellon Corp | 3,136,085 | $51.4M | 0.01% | −20,873−0.7% | Reduced |
| Fisher Asset Management, LLC | 3,085,457 | $50.6M | 0.03% | +3,085,457 | New |
| Pzena Investment Management LLC | 2,674,362 | $43.9M | 0.19% | +36,288+1.4% | Added |
| Swedbank AB | 2,654,258 | $43.5M | 0.09% | −5000.0% | Reduced |
| Fiera Capital Corp | 2,336,112 | $38.3M | 0.11% | −11,418−0.5% | Reduced |
| AQR Capital Management LLC | 2,276,856 | $36.8M | 0.08% | +983,156+76.0% | Added |
| Ameriprise Financial Inc | 2,233,875 | $36.6M | 0.01% | +1,622,963+265.7% | Added |
| Bank of America Corp | 2,229,500 | $36.6M | 0.00% | −37,912−1.7% | Reduced |
| Amundi | 2,322,656 | $36.5M | 0.02% | +535,540+30.0% | Added |
| UBS Asset Management Americas Inc | 1,861,535 | $30.5M | 0.01% | −37,182−2.0% | Reduced |
| Two Sigma Advisers, LP | 1,770,300 | $29.0M | 0.07% | −543,000−23.5% | Reduced |
| Alyeska Investment Group, L.P. | 1,757,800 | $28.8M | 0.25% | +1,757,800 | New |
| Letko, Brosseau & Associates Inc | 1,743,913 | $28.6M | 0.53% | −9,925−0.6% | Reduced |
| D. E. Shaw & Co., Inc. | 1,620,211 | $26.6M | 0.04% | −299,648−15.6% | Reduced |
| Deutsche Bank AG | 1,557,387 | $25.5M | 0.01% | −6,628−0.4% | Reduced |
| American Century Companies Inc | 1,525,051 | $24.9M | 0.02% | +143,982+10.4% | Added |
| Legal & General Group Plc | 1,516,521 | $24.9M | 0.01% | −72,850−4.6% | Reduced |
| First Trust Advisors LP | 1,498,221 | $24.6M | 0.03% | −108,556−6.8% | Reduced |
| Price T Rowe Associates Inc | 1,403,323 | $23.0M | 0.00% | −1,676,721−54.4% | Reduced |
| UBS Group AG | 1,351,859 | $22.2M | 0.01% | +216,829+19.1% | Added |
| Nuveen Asset Management, LLC | 1,327,003 | $21.8M | 0.01% | −119,663−8.3% | Reduced |
| Bank of Montreal | 1,216,772 | $20.0M | 0.01% | +939,309+338.5% | Added |
| Renaissance Technologies LLC | 1,214,800 | $19.9M | 0.03% | +537,500+79.4% | Added |
| New York State Common Retirement Fund | 1,153,902 | $18.9M | 0.03% | −26,319−2.2% | Reduced |
| Barclays PLC | 1,144,969 | $18.8M | 0.02% | +217,274+23.4% | Added |
| Royal Bank of Canada | 1,086,335 | $17.8M | 0.01% | +2,696+0.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,035,344 | $17.0M | 0.09% | −344,700−25.0% | Reduced |
| JPMorgan Chase & Co | 995,714 | $16.3M | 0.00% | −1,025,572−50.7% | Reduced |
| Agf Management Ltd | 977,220 | $16.0M | 0.11% | +40,965+4.4% | Added |
| Marshall Wace, LLP | 926,869 | $15.2M | 0.04% | +926,869 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 923,299 | $15.1M | 0.05% | +17,864+2.0% | Added |
| Squarepoint Ops LLC | 904,404 | $14.8M | 0.10% | −59,530−6.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 877,492 | $14.4M | 0.01% | −480,906−35.4% | Reduced |
| Prudential Financial Inc | 843,832 | $13.8M | 0.02% | +436,941+107.4% | Added |
| AE Wealth Management LLC | 762,064 | $12.5M | 0.08% | +51,245+7.2% | Added |
| Rhumbline Advisers | 761,704 | $12.5M | 0.02% | +6,742+0.9% | Added |
| California Public Employees Retirement System | 682,318 | $11.2M | 0.01% | −119,930−14.9% | Reduced |
| Credit Suisse AG | 672,710 | $11.0M | 0.01% | −4,974−0.7% | Reduced |
| Ossiam | 659,432 | $10.8M | 0.22% | +641,009+3,479.4% | Added |
| Baird Financial Group, Inc. | 583,078 | $9.56M | 0.02% | −40,891−6.6% | Reduced |
| Alliancebernstein L.P. | 574,177 | $9.42M | 0.00% | −263,237−31.4% | Reduced |
| California State Teachers Retirement System | 570,148 | $9.35M | 0.01% | −6,451−1.1% | Reduced |
| Principal Financial Group Inc | 568,483 | $9.32M | 0.01% | −3,555−0.6% | Reduced |
| Olstein Capital Management, L.P. | 566,000 | $9.28M | 1.45% | −54,200−8.7% | Reduced |
| Citigroup Inc | 562,099 | $9.22M | 0.01% | −44,364−7.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 558,095 | $9.15M | 0.02% | +115,906+26.2% | Added |
| Intech Investment Management LLC | 553,423 | $9.08M | 0.07% | −214,548−27.9% | Reduced |
| Pacer Advisors, Inc. | 512,802 | $8.41M | 0.04% | +496,837+3,112.0% | Added |
| Standard Life Aberdeen plc | 492,091 | $8.07M | 0.02% | +14,458+3.0% | Added |
| HSBC Holdings PLC | 479,885 | $7.82M | 0.01% | +267,460+125.9% | Added |
| Wells Fargo & Company | 476,473 | $7.81M | 0.00% | −39,986−7.7% | Reduced |
| State Board of Administration of Florida Retirement System | 470,626 | $7.72M | 0.02% | −1960.0% | Reduced |
| Brookfield Asset Management Inc. | 463,958 | $7.61M | 0.03% | +153,941+49.7% | Added |
| Adage Capital Partners GP, L.L.C. | 455,369 | $7.47M | 0.02% | −7,200−1.6% | Reduced |
| Storebrand Asset Management AS | 437,861 | $7.18M | 0.04% | +1630.0% | Added |
| Cinctive Capital Management LP | 430,462 | $7.06M | 0.26% | +430,462 | New |
| Toronto Dominion Bank | 429,577 | $7.04M | 0.01% | −97,072−18.4% | Reduced |
| Brandywine Global Investment Management, LLC | 419,387 | $6.88M | 0.06% | −5,497−1.3% | Reduced |
| New York State Teachers Retirement System | 419,158 | $6.87M | 0.02% | −2,482−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 407,366 | $6.68M | 0.01% | −189,233−31.7% | Reduced |
| Wesleyan Assurance Society | 404,237 | $6.63M | 0.77% | 00.0% | Unchanged |
| Insight Folios Inc | 371,047 | $6.09M | 2.70% | +18,813+5.3% | Added |
| Tudor Investment Corp Et Al | 365,381 | $5.99M | 0.11% | +365,381 | New |
| Weiss Multi-Strategy Advisers LLC | 365,000 | $5.99M | 0.15% | −262,423−41.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 358,812 | $5.88M | 0.06% | −583,246−61.9% | Reduced |
| Hudson Bay Capital Management LP | 350,000 | $5.74M | 0.06% | +350,000 | New |
| Continental Advisors LLC | 343,071 | $5.63M | 5.18% | +75,000+28.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 334,764 | $5.49M | 0.01% | +23,353+7.5% | Added |
| South Dakota Investment Council | 334,719 | $5.49M | 0.12% | +4,500+1.4% | Added |
| Manufacturers Life Insurance Company, The | 323,827 | $5.31M | 0.00% | −9,862−3.0% | Reduced |
| Point72 Europe (London) LLP | 307,400 | $5.04M | 1.51% | +307,400 | New |
| Cacti Asset Management LLC | 296,031 | $4.85M | 0.45% | +10,900+3.8% | Added |
| La Banque Postale Asset Management SA | 285,275 | $4.68M | 0.12% | −12,521−4.2% | Reduced |
| Susquehanna International Group, LLP | 281,331 | $4.61M | 0.01% | +8,276+3.0% | Added |
| Live Oak Private Wealth LLC | 278,032 | $4.56M | 0.94% | +6,781+2.5% | Added |
| Aviva PLC | 277,908 | $4.56M | 0.02% | −79,552−22.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 276,131 | $4.52M | 0.06% | +143,800+108.7% | Added |
| Great West Life Assurance Co | 269,849 | $4.43M | 0.01% | −9,814−3.5% | Reduced |
| Forsta Ap-Fonden | 268,000 | $4.40M | 0.05% | +28,100+11.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 264,295 | $4.33M | 0.02% | +2,713+1.0% | Added |
| Poehling Capital Management, LLC | 257,407 | $4.22M | 1.42% | +4,763+1.9% | Added |
| Valueworks LLC | 252,164 | $4.13M | 1.57% | −1,701−0.7% | Reduced |
| Pictet Asset Management SA | 246,914 | $4.05M | 0.01% | +48,263+24.3% | Added |
| American Financial Group Inc | 245,000 | $4.02M | 1.25% | 00.0% | Unchanged |
| SEI Investments Co | 229,141 | $3.77M | 0.01% | +211,748+1,217.4% | Added |
| Achmea Investment Management B.V. | 225,451 | $3.70M | 0.11% | +10,895+5.1% | Added |