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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | +20 | New |
| SkyView Investment Advisors, LLC | 24 | $0 | 0.00% | +24 | New |
| SOA Wealth Advisors, LLC. | 6 | $105 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $180 | 0.00% | +10+1,000.0% | Added |
| TFC Financial Management | 14 | $230 | 0.00% | +14 | New |
| Delos Wealth Advisors, LLC | 18 | $296 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $394 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 28 | $459 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 31 | $508 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 32 | $522 | 0.00% | +32 | New |
| Gradient Investments LLC | 33 | $541 | 0.00% | −23−41.1% | Reduced |
| Eagle Bay Advisors LLC | 33 | $541 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $558 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 38 | $628 | 0.00% | +1+2.7% | Added |
| Carolinas Wealth Consulting LLC | 41 | $672 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $672 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $721 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $738 | 0.00% | −60−57.1% | Reduced |
| Bogart Wealth, LLC | 46 | $754 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $771 | 0.00% | −48−50.5% | Reduced |
| Adirondack Trust Co | 50 | $819 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 72 | $1.18K | 0.00% | −15−17.2% | Reduced |
| Baker Avenue Asset Management, LP | 73 | $1.20K | 0.00% | +73 | New |
| PSI Advisors, LLC | 100 | $1.64K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 105 | $1.72K | 0.00% | −48−31.4% | Reduced |
| Park Place Capital Corp | 107 | $1.75K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 109 | $1.79K | 0.00% | +109 | New |
| AdvisorNet Financial, Inc | 112 | $1.84K | 0.00% | −120−51.7% | Reduced |
| Prestige Wealth Management Group LLC | 118 | $1.94K | 0.00% | +118 | New |
| Harvest Fund Management Co., Ltd | 102 | $2.00K | 0.00% | −4,126−97.6% | Reduced |
| Private Ocean, LLC | 134 | $2.20K | 0.00% | +134 | New |
| Cape Investment Advisory, Inc. | 147 | $2.41K | 0.00% | +147 | New |
| Citizens National Bank Trust Department | 166 | $2.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 168 | $2.76K | 0.00% | +128+320.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.80K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 171 | $2.80K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 176 | $2.88K | 0.00% | −467−72.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 207 | $3.00K | 0.00% | +47+29.4% | Added |
| Earnest Partners LLC | 187 | $3.07K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 187 | $3.07K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $3.28K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $3.28K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 201 | $3.30K | 0.00% | +201 | New |
| Spire Wealth Management | 220 | $3.61K | 0.00% | −18−7.6% | Reduced |
| Steward Financial Group LLC | 295 | $4.00K | 0.00% | +209+243.0% | Added |
| Farmers & Merchants Investments Inc | 247 | $4.05K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $4.30K | 0.00% | +262 | New |
| JJJ Advisors Inc. | 255 | $4.31K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 267 | $4.38K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 283 | $4.64K | 0.00% | +283 | New |
| Bell Investment Advisors, Inc | 294 | $4.82K | 0.00% | +60+25.6% | Added |
| Brown Brothers Harriman & Co | 350 | $5.74K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 365 | $5.99K | 0.00% | −37−9.2% | Reduced |
| Ameritas Advisory Services, LLC | 407 | $6.80K | 0.00% | +407 | New |
| Global Retirement Partners, LLC | 441 | $7.26K | 0.00% | +74+20.2% | Added |
| Red Tortoise LLC | 446 | $7.31K | 0.00% | −46−9.3% | Reduced |
| Pflug Koory, LLC | 450 | $7.38K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 460 | $7.54K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 494 | $8.10K | 0.00% | −518−51.2% | Reduced |
| FinTrust Capital Advisors, LLC | 459 | $8.26K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 575 | $9.00K | 0.00% | +6+1.1% | Added |
| Lazard Asset Management LLC | 553 | $9.00K | 0.00% | +440+389.4% | Added |
| Umb Bank N A | 575 | $9.43K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $9.84K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 642 | $10.5K | 0.00% | −5−0.8% | Reduced |
| Oakworth Capital, Inc. | 648 | $10.6K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 673 | $10.8K | 0.01% | +673 | New |
| Clearview Wealth Advisors LLC | 697 | $11.4K | 0.01% | +697 | New |
| Salem Investment Counselors Inc | 750 | $12.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 754 | $12.4K | 0.00% | +381+102.1% | Added |
| Whittier Trust Co | 763 | $12.5K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 781 | $12.8K | 0.00% | +440+129.0% | Added |
| JFS Wealth Advisors, LLC | 792 | $13.0K | 0.00% | −77−8.9% | Reduced |
| Sittner & Nelson, LLC | 811 | $13.3K | 0.01% | +811 | New |
| Steward Partners Investment Advisory, LLC | 825 | $13.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 852 | $14.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 892 | $15.0K | 0.00% | −18,518−95.4% | Reduced |
| Sunbelt Securities, Inc. | 949 | $15.3K | 0.00% | +949 | New |
| Gables Capital Management Inc. | 934 | $15.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $15.6K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 959 | $15.7K | 0.00% | +199+26.2% | Added |
| Sugarloaf Wealth Management, LLC | 970 | $15.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 988 | $16.2K | 0.00% | +68+7.4% | Added |
| Clear Investment Research, LLC | 1,000 | $16.4K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 953 | $17.0K | 0.00% | +412+76.2% | Added |
| Avondale Wealth Management | 1,050 | $17.2K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,053 | $17.3K | 0.00% | +989+1,545.3% | Added |
| Castleview Partners, LLC | 1,123 | $18.4K | 0.02% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,230 | $20.2K | 0.01% | +8+0.7% | Added |
| Private Trust Co NA | 1,267 | $20.8K | 0.00% | −300−19.1% | Reduced |
| Federated Hermes, Inc. | 1,311 | $21.5K | 0.00% | −257−16.4% | Reduced |
| McIlrath & Eck, LLC | 1,434 | $23.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,541 | $25.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,579 | $25.9K | 0.00% | +732+86.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,583 | $26.0K | 0.00% | −167−9.5% | Reduced |