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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 19,114 | $313.0K | 0.00% | +389+2.1% | Added |
| Tennessee Valley Asset Management Partners | 19,156 | $314.2K | 0.10% | +60.0% | Added |
| Stratos Wealth Partners, LTD. | 19,391 | $318.0K | 0.01% | −464−2.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,648 | $322.2K | 0.02% | +4,635+30.9% | Added |
| Federation des caisses Desjardins du Quebec | 19,917 | $326.6K | 0.00% | +11,682+141.9% | Added |
| Oppenheimer Asset Management Inc. | 19,999 | $328.0K | 0.01% | −1,839−8.4% | Reduced |
| Blair William & Co | 20,122 | $330.0K | 0.00% | −42,902−68.1% | Reduced |
| Westpac Banking Corp | 20,291 | $332.8K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 20,307 | $333.0K | 0.00% | −1,858−8.4% | Reduced |
| Verdence Capital Advisors LLC | 20,329 | $333.4K | 0.04% | +7,700+61.0% | Added |
| Metropolitan Life Insurance Co | 20,341 | $333.6K | 0.02% | −5,963−22.7% | Reduced |
| Morningstar Investment Services LLC | 20,757 | $334.0K | 0.00% | +1,363+7.0% | Added |
| Edgestream Partners, L.P. | 20,446 | $335.3K | 0.04% | +20,446 | New |
| Assenagon Asset Management S.A. | 20,529 | $336.7K | 0.00% | +624+3.1% | Added |
| Victory Capital Management Inc | 20,546 | $337.0K | 0.00% | +927+4.7% | Added |
| Natixis Advisors, L.P. | 20,519 | $337.0K | 0.00% | −16,972−45.3% | Reduced |
| New Mexico Educational Retirement Board | 21,014 | $345.0K | 0.02% | −700−3.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 21,236 | $348.3K | 0.01% | +86+0.4% | Added |
| Janney Montgomery Scott LLC | 21,512 | $353.0K | 0.00% | +26+0.1% | Added |
| Echo Street Capital Management LLC | 21,800 | $357.5K | 0.00% | +21,800 | New |
| Ieq Capital, LLC | 21,878 | $358.8K | 0.01% | +5,782+35.9% | Added |
| Baldrige Asset Management LLC | 22,129 | $363.0K | 0.15% | 00.0% | Unchanged |
| Norinchukin Bank, The | 22,525 | $369.4K | 0.01% | +657+3.0% | Added |
| Panagora Asset Management Inc | 22,771 | $373.4K | 0.00% | −13,859−37.8% | Reduced |
| Unison Advisors LLC | 22,865 | $375.0K | 0.04% | +275+1.2% | Added |
| Assetmark, Inc | 23,504 | $385.5K | 0.00% | +3,401+16.9% | Added |
| Creative Planning | 24,067 | $394.7K | 0.00% | +7,325+43.8% | Added |
| US Bancorp | 24,133 | $395.8K | 0.00% | +2,253+10.3% | Added |
| Equitable Holdings, Inc. | 24,209 | $397.0K | 0.01% | +49+0.2% | Added |
| Truvestments Capital LLC | 24,328 | $399.0K | 0.21% | −15,886−39.5% | Reduced |
| Vident Investment Advisory, LLC | 24,568 | $402.9K | 0.01% | +6,307+34.5% | Added |
| Lumina Fund Management LLC | 25,000 | $410.0K | 0.19% | 00.0% | Unchanged |
| Element Wealth, LLC | 25,826 | $423.5K | 0.32% | +75+0.3% | Added |
| Cetera Advisors LLC | 25,927 | $425.2K | 0.01% | +1,907+7.9% | Added |
| MAI Capital Management | 26,400 | $433.0K | 0.01% | +346+1.3% | Added |
| Daiwa Securities Group Inc. | 27,244 | $447.0K | 0.00% | +1,995+7.9% | Added |
| Duality Advisers, LP | 27,369 | $448.9K | 0.05% | +27,369 | New |
| Elo Mutual Pension Insurance Co | 27,361 | $449.0K | 0.01% | +1,448+5.6% | Added |
| Savant Capital, LLC | 27,739 | $454.9K | 0.01% | +1,831+7.1% | Added |
| ARGA Investment Management, LP | 28,084 | $460.6K | 0.02% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 28,500 | $467.4K | 0.19% | +28,500 | New |
| Maryland State Retirement & Pension System | 28,738 | $471.3K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 28,842 | $473.0K | 0.02% | +347+1.2% | Added |
| JustInvest LLC | 29,048 | $476.4K | 0.02% | −2,449−7.8% | Reduced |
| Cetera Investment Advisers | 29,348 | $481.3K | 0.00% | −324−1.1% | Reduced |
| Louisiana State Employees Retirement System | 29,600 | $485.4K | 0.01% | +200+0.7% | Added |
| Sigma Planning Corp | 29,601 | $485.5K | 0.02% | +14,465+95.6% | Added |
| Contravisory Investment Management, Inc. | 29,838 | $489.3K | 0.14% | +29,838 | New |
| Neuberger Berman Group LLC | 29,997 | $492.0K | 0.00% | +10,230+51.8% | Added |
| British Columbia Investment Management Corp | 30,043 | $492.7K | 0.01% | −67−0.2% | Reduced |
| Kinneret Advisory, LLC | 30,073 | $493.2K | 0.06% | −1,616−5.1% | Reduced |
| Nordea Investment Management AB | 30,963 | $501.0K | 0.00% | +1,352+4.6% | Added |
| Prudential PLC | 30,664 | $502.9K | 0.01% | +1,177+4.0% | Added |
| Schroder Investment Management Group | 30,968 | $507.9K | 0.00% | −16,346−34.5% | Reduced |
| Captrust Financial Advisors | 31,162 | $511.1K | 0.00% | +6,853+28.2% | Added |
| Ostrum Asset Management | 31,560 | $517.6K | 0.05% | +31,560 | New |
| Vontobel Holding Ltd. | 31,582 | $517.9K | 0.00% | −1,427−4.3% | Reduced |
| Crossmark Global Holdings, Inc. | 31,632 | $519.0K | 0.01% | −119−0.4% | Reduced |
| Private Advisor Group, LLC | 32,595 | $534.6K | 0.01% | −4,529−12.2% | Reduced |
| Great Lakes Retirement, Inc. | 32,650 | $535.5K | 0.10% | +112+0.3% | Added |
| Investors Research Corp | 32,650 | $535.5K | 0.14% | −400−1.2% | Reduced |
| Wolverine Trading, LLC | 33,847 | $545.0K | 0.02% | +15,491+84.4% | Added |
| Quantinno Capital Management LP | 33,586 | $551.0K | 0.04% | −16,849−33.4% | Reduced |
| Hilltop Holdings Inc. | 34,336 | $563.1K | 0.08% | +1,804+5.5% | Added |
| Public Employees Retirement Association of Colorado | 34,624 | $568.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 34,830 | $571.0K | 0.05% | +19,160+122.3% | Added |
| Kentucky Retirement Systems | 35,960 | $590.0K | 0.02% | +195+0.5% | Added |
| Stock Yards Bank & Trust Co | 36,992 | $607.0K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 37,223 | $610.7K | 0.01% | −116,596−75.8% | Reduced |
| Wellington Management Group LLP | 37,420 | $613.7K | 0.00% | +529+1.4% | Added |
| Securian Asset Management, Inc | 37,610 | $616.8K | 0.02% | +354+1.0% | Added |
| Nissay Asset Management Corp | 37,637 | $617.2K | 0.01% | −691−1.8% | Reduced |
| Teacher Retirement System of Texas | 37,937 | $622.0K | 0.00% | −655−1.7% | Reduced |
| Hartford Investment Management Co | 38,272 | $627.7K | 0.02% | +5,640+17.3% | Added |
| HRT Financial LP | 38,830 | $636.0K | 0.01% | +38,830 | New |
| Axq Capital, LP | 38,795 | $636.2K | 0.25% | +38,795 | New |
| WBI Investments | 39,956 | $655.3K | 0.13% | −51,630−56.4% | Reduced |
| Mercer Global Advisors Inc | 40,070 | $657.0K | 0.00% | −5,667−12.4% | Reduced |
| Kula Investments, LLC | 40,138 | $658.3K | 0.16% | +40,138 | New |
| Cetera Advisor Networks LLC | 40,768 | $668.6K | 0.00% | +3,230+8.6% | Added |
| Teachers Retirement System of the State of Kentucky | 41,009 | $672.0K | 0.01% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 42,534 | $697.6K | 0.04% | −1,089−2.5% | Reduced |
| Ethic Inc. | 43,115 | $707.1K | 0.03% | +4,637+12.1% | Added |
| Gulf International Bank (UK) Ltd | 44,526 | $730.0K | 0.02% | −15,649−26.0% | Reduced |
| Alps Advisors Inc | 46,079 | $755.7K | 0.01% | +5,072+12.4% | Added |
| 1832 Asset Management L.P. | 46,749 | $766.7K | 0.00% | +10,821+30.1% | Added |
| Janus Henderson Group PLC | 47,801 | $783.7K | 0.00% | +13,873+40.9% | Added |
| Franklin Resources Inc | 48,215 | $790.7K | 0.00% | +3,696+8.3% | Added |
| Maven Securities LTD | 48,350 | $792.9K | 0.12% | +48,350 | New |
| Northwestern Mutual Wealth Management Co | 49,226 | $807.3K | 0.00% | −5,426−9.9% | Reduced |
| Aquatic Capital Management LLC | 49,600 | $813.0K | 0.05% | +49,600 | New |
| Walleye Trading LLC | 49,644 | $814.2K | 0.03% | −213,381−81.1% | Reduced |
| Snowden Capital Advisors LLC | 50,093 | $821.5K | 0.03% | −592−1.2% | Reduced |
| D.A. Davidson & Co. | 50,490 | $828.0K | 0.01% | +4,000+8.6% | Added |
| Highland Capital Management, LLC | 51,153 | $838.9K | 0.06% | −1,150−2.2% | Reduced |
| Jump Financial, LLC | 52,896 | $867.5K | 0.04% | +52,896 | New |
| HighTower Advisors, LLC | 53,665 | $874.0K | 0.00% | +1,685+3.2% | Added |
| Czech National Bank | 53,561 | $878.4K | 0.02% | +326+0.6% | Added |
| Kestra Advisory Services, LLC | 54,986 | $901.8K | 0.01% | −535−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 55,154 | $904.5K | 0.04% | +2,195+4.1% | Added |