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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 1,630 | $26.7K | 0.00% | +74+4.8% | Added |
| Asset Dedication, LLC | 1,700 | $27.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,700 | $27.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,747 | $28.7K | 0.00% | −97−5.3% | Reduced |
| Grove Bank & Trust | 1,785 | $29.3K | 0.01% | −1,697−48.7% | Reduced |
| Capital Analysts, LLC | 1,877 | $31.0K | 0.00% | +153+8.9% | Added |
| Deseret Mutual Benefit Administrators | 2,044 | $33.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,255 | $37.0K | 0.01% | +205+10.0% | Added |
| Machina Capital S.A.S. | 2,622 | $43.0K | 0.04% | +2,622 | New |
| Silvant Capital Management LLC | 2,649 | $43.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,738 | $44.9K | 0.00% | +10.0% | Added |
| Old North State Trust, LLC | 2,930 | $48.0K | 0.03% | +298+11.3% | Added |
| Huntington National Bank | 2,938 | $48.2K | 0.00% | −310−9.5% | Reduced |
| Northwest Investment Counselors, LLC | 3,033 | $49.7K | 0.01% | −789−20.6% | Reduced |
| TD Private Client Wealth LLC | 3,244 | $53.2K | 0.00% | −10−0.3% | Reduced |
| Optiver Holding B.V. | 3,294 | $54.0K | 0.00% | +3,294 | New |
| NVWM, LLC | 3,425 | $56.2K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 3,572 | $58.0K | 0.01% | −9,122−71.9% | Reduced |
| TD Waterhouse Canada Inc. | 3,242 | $58.1K | 0.00% | +1,151+55.0% | Added |
| Parallel Advisors, LLC | 3,675 | $60.3K | 0.00% | −1,639−30.8% | Reduced |
| TCI Wealth Advisors, Inc. | 4,002 | $65.6K | 0.01% | +649+19.4% | Added |
| Simplex Trading, LLC | 4,137 | $67.0K | 0.00% | −65,532−94.1% | Reduced |
| Advisory Services Network, LLC | 4,323 | $70.9K | 0.00% | +804+22.8% | Added |
| Covestor Ltd | 4,356 | $71.0K | 0.06% | −1,270−22.6% | Reduced |
| Belpointe Asset Management LLC | 4,469 | $73.3K | 0.00% | −3,035−40.4% | Reduced |
| PFG Private Wealth Management, LLC | 4,478 | $73.4K | 0.05% | +633+16.5% | Added |
| MCF Advisors LLC | 5,055 | $82.9K | 0.01% | +830+19.6% | Added |
| Optimum Investment Advisors | 5,300 | $86.9K | 0.05% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,417 | $88.8K | 0.00% | +76+1.4% | Added |
| Ameritas Investment Partners, Inc. | 5,598 | $91.8K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 5,599 | $91.8K | 0.01% | +700+14.3% | Added |
| State of Wyoming | 5,870 | $96.3K | 0.03% | +5,870 | New |
| Tower Research Capital LLC (TRC) | 6,077 | $99.0K | 0.00% | −4,147−40.6% | Reduced |
| Altshuler Shaham Ltd | 6,273 | $102.9K | 0.00% | +311+5.2% | Added |
| Bessemer Group Inc | 6,590 | $108.0K | 0.00% | −319−4.6% | Reduced |
| Dark Forest Capital Management LP | 6,671 | $109.4K | 0.03% | +6,671 | New |
| Banque Cantonale Vaudoise | 7,504 | $123.0K | 0.01% | −22,100−74.7% | Reduced |
| Horizon Investments, LLC | 7,643 | $123.8K | 0.00% | +7,643 | New |
| Exchange Traded Concepts, LLC | 7,557 | $123.9K | 0.00% | −3,065−28.9% | Reduced |
| Vestcor Inc | 8,080 | $133.0K | 0.00% | −49,943−86.1% | Reduced |
| First National Bank of South Miami | 9,397 | $154.1K | 0.12% | +502+5.6% | Added |
| CWM, LLC | 9,837 | $161.0K | 0.00% | +1,805+22.5% | Added |
| Hoertkorn Richard Charles | 10,000 | $164.0K | 0.08% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,334 | $169.0K | 0.01% | +10,334 | New |
| Forum Financial Management, LP | 10,430 | $171.1K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,518 | $172.5K | 0.01% | −1,435−12.0% | Reduced |
| Greenleaf Trust | 10,623 | $174.2K | 0.00% | +10,623 | New |
| Synovus Financial Corp | 10,624 | $174.2K | 0.00% | +282+2.7% | Added |
| Meeder Asset Management Inc | 10,655 | $174.7K | 0.01% | −183−1.7% | Reduced |
| Fayez Sarofim & Co | 10,691 | $175.3K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 10,798 | $177.1K | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia | 10,889 | $178.6K | 0.00% | −329,491−96.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,903 | $178.8K | 0.00% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 11,020 | $180.7K | 0.04% | −52−0.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,252 | $184.5K | 0.00% | +46+0.4% | Added |
| Twinbeech Capital LP | 11,400 | $187.0K | 0.00% | +11,400 | New |
| Iron Financial, LLC | 11,448 | $187.7K | 0.10% | +11,448 | New |
| Signaturefd, LLC | 11,508 | $188.7K | 0.01% | +430+3.9% | Added |
| Carret Asset Management, LLC | 11,650 | $191.0K | 0.03% | −1,100−8.6% | Reduced |
| Mutual Advisors, LLC | 11,776 | $193.1K | 0.01% | +11,776 | New |
| XTX Topco Ltd | 11,813 | $193.7K | 0.04% | +11,813 | New |
| Perennial Investment Advisors, LLC | 12,258 | $201.0K | 0.04% | +12,258 | New |
| Metis Global Partners, LLC | 12,352 | $202.6K | 0.01% | −6,779−35.4% | Reduced |
| Van Eck Associates Corp | 12,407 | $203.0K | 0.00% | +2,313+22.9% | Added |
| Investors Asset Management of Georgia Inc | 12,727 | $208.7K | 0.11% | −585−4.4% | Reduced |
| Meeder Advisory Services, Inc. | 13,270 | $217.6K | 0.03% | −1,782−11.8% | Reduced |
| Commerce Bank | 13,686 | $224.4K | 0.00% | +2,194+19.1% | Added |
| EPG Wealth Management LLC | 13,711 | $224.9K | 0.07% | +13,711 | New |
| Old National Bancorp | 13,721 | $225.0K | 0.01% | −692−4.8% | Reduced |
| Fifth Third Bancorp | 13,827 | $226.8K | 0.00% | +767+5.9% | Added |
| Dorsey & Whitney Trust CO LLC | 13,853 | $227.2K | 0.02% | −1,009−6.8% | Reduced |
| MQS Management LLC | 13,899 | $227.9K | 0.15% | +13,899 | New |
| Beacon Pointe Advisors, LLC | 14,130 | $231.7K | 0.00% | +142+1.0% | Added |
| Capstone Investment Advisors, LLC | 14,442 | $236.8K | 0.01% | −58,003−80.1% | Reduced |
| Novare Capital Management LLC | 14,500 | $237.8K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 14,570 | $238.9K | 0.02% | 00.0% | Unchanged |
| APG Asset Management N.V. | 16,131 | $243.5K | 0.00% | −20,480−55.9% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 15,160 | $248.6K | 0.08% | +15,160 | New |
| Eagle Rock Investment Company, LLC | 15,175 | $248.9K | 0.06% | −5,000−24.8% | Reduced |
| Harbour Investments, Inc. | 15,391 | $252.4K | 0.01% | −130−0.8% | Reduced |
| William Blair Investment Management, LLC | 15,666 | $256.9K | 0.00% | +33+0.2% | Added |
| Glenmede Trust Co NA | 15,865 | $260.2K | 0.00% | −721−4.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 15,875 | $260.4K | 0.01% | −162−1.0% | Reduced |
| Centennial Wealth Advisory LLC | 15,951 | $261.6K | 0.14% | −1,172−6.8% | Reduced |
| M&T Bank Corp | 16,032 | $262.7K | 0.00% | +773+5.1% | Added |
| Verition Fund Management LLC | 16,092 | $263.9K | 0.00% | −23,944−59.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 16,183 | $265.0K | 0.02% | −119−0.7% | Reduced |
| TCWP LLC | 16,438 | $269.6K | 0.05% | +16,438 | New |
| Pathstone Family Office, LLC | 16,429 | $272.2K | 0.00% | −17,515−51.6% | Reduced |
| Purus Wealth Management, LLC | 16,646 | $273.0K | 0.22% | +175+1.1% | Added |
| Man Group plc | – | $273.5K | 0.00% | – | New |
| Rathbone Brothers plc | 16,840 | $276.2K | 0.00% | −700−4.0% | Reduced |
| DGS Capital Management, LLC | 17,042 | $279.5K | 0.16% | −701−4.0% | Reduced |
| Twin Tree Management, LP | 17,115 | $280.7K | 0.01% | +11,164+187.6% | Added |
| We Are One Seven, LLC | 17,307 | $283.8K | 0.02% | +17,307 | New |
| IFP Advisors, Inc | 10,363 | $287.3K | 0.01% | −5,678−35.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,050 | $296.0K | 0.18% | +2,876+19.0% | Added |
| Balentine LLC | 18,125 | $297.3K | 0.01% | −16,107−47.1% | Reduced |
| Leonteq Securities AG | 18,418 | $302.1K | 0.03% | −6,202−25.2% | Reduced |
| Fox Run Management, L.L.C. | 18,692 | $306.5K | 0.10% | −237−1.3% | Reduced |