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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 55,428 | $909.0K | 0.01% | +178+0.3% | Added |
| Acrisure Capital Management, LLC | 56,294 | $923.2K | 0.93% | +39,816+241.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 56,340 | $924.0K | 0.00% | +34,566+158.7% | Added |
| Erste Asset Management GmbH | 58,447 | $941.6K | 0.02% | +9,706+19.9% | Added |
| Mariner, LLC | 57,646 | $945.0K | 0.00% | −21,369−27.0% | Reduced |
| Raymond James & Associates | 58,295 | $956.0K | 0.00% | −34,615−37.3% | Reduced |
| Wright Investors Service Inc | 58,876 | $965.6K | 0.27% | +525+0.9% | Added |
| Teza Capital Management LLC | 59,092 | $969.1K | 0.21% | +7,847+15.3% | Added |
| CIBC World Markets Corp | 59,744 | $979.8K | 0.02% | −90,548−60.2% | Reduced |
| Jane Street Group, LLC | 60,348 | $989.7K | 0.00% | +17,259+40.1% | Added |
| CI Private Wealth, LLC | 60,544 | $992.9K | 0.00% | +34,694+134.2% | Added |
| State of Alaska, Department of Revenue | 62,536 | $1.02M | 0.01% | −1,125−1.8% | Reduced |
| CIBC Asset Management Inc | 62,707 | $1.03M | 0.00% | +967+1.6% | Added |
| New York Life Investment Management LLC | 63,188 | $1.04M | 0.01% | +162+0.3% | Added |
| Rothschild Investment Corp | 63,685 | $1.04M | 0.09% | +50.0% | Added |
| Dynamic Technology Lab Private Ltd | 63,724 | $1.04M | 0.10% | −32,674−33.9% | Reduced |
| Xponance, Inc. | 64,672 | $1.06M | 0.02% | +3,716+6.1% | Added |
| Mutual of America Capital Management LLC | 64,904 | $1.06M | 0.01% | +109+0.2% | Added |
| IFM Investors Pty Ltd | 65,513 | $1.07M | 0.02% | +815+1.3% | Added |
| Shell Asset Management Co | 66,906 | $1.10M | 0.05% | −1,582−2.3% | Reduced |
| Utah Retirement Systems | 67,278 | $1.10M | 0.02% | +400+0.6% | Added |
| Aviance Capital Partners, LLC | 68,433 | $1.12M | 0.25% | −2,283−3.2% | Reduced |
| Handelsbanken Fonder AB | 68,800 | $1.13M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 71,679 | $1.18M | 0.01% | +2,352+3.4% | Added |
| Canada Pension Plan Investment Board | 72,100 | $1.18M | 0.00% | +72,100 | New |
| Tredje AP-fonden | 72,327 | $1.19M | 0.02% | +3,351+4.9% | Added |
| Mork Capital Management, LLC | 73,400 | $1.20M | 0.98% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 74,172 | $1.22M | 0.17% | +74,172 | New |
| Gotham Asset Management, LLC | 74,182 | $1.22M | 0.03% | +22,632+43.9% | Added |
| The PNC Financial Services Group, Inc. | 74,762 | $1.23M | 0.00% | −1,052−1.4% | Reduced |
| Hourglass Capital, LLC | 74,935 | $1.23M | 0.44% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 75,524 | $1.24M | 0.03% | +75,524 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 77,100 | $1.26M | 0.01% | +223+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 78,306 | $1.28M | 0.02% | +54,964+235.5% | Added |
| DekaBank Deutsche Girozentrale | 81,066 | $1.29M | 0.00% | −207−0.3% | Reduced |
| Yousif Capital Management, LLC | 78,806 | $1.29M | 0.02% | −3,905−4.7% | Reduced |
| Paralel Advisors LLC | 78,895 | $1.29M | 0.07% | +2,074+2.7% | Added |
| SG Americas Securities, LLC | 79,773 | $1.31M | 0.02% | +22,482+39.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,867 | $1.31M | 0.01% | +11,927+17.6% | Added |
| KBC Group NV | 80,773 | $1.32M | 0.01% | +60,914+306.7% | Added |
| Candriam Luxembourg S.C.A. | 88,355 | $1.33M | 0.01% | +88,355 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 81,394 | $1.33M | 0.02% | +8,400+11.5% | Added |
| Stonebridge Capital Advisors LLC | 83,593 | $1.37M | 0.16% | −5,625−6.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 85,217 | $1.40M | 0.00% | +28,138+49.3% | Added |
| Desjardins Global Asset Management Inc. | 87,222 | $1.43M | 0.18% | −132−0.2% | Reduced |
| Millennium Management LLC | 90,051 | $1.48M | 0.00% | +53,517+146.5% | Added |
| STRS Ohio | 91,607 | $1.50M | 0.01% | +12,856+16.3% | Added |
| Public Sector Pension Investment Board | 91,759 | $1.50M | 0.01% | −1,253−1.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 93,395 | $1.53M | 0.36% | −7,060−7.0% | Reduced |
| Texas Permanent School Fund | 94,818 | $1.56M | 0.02% | +30,508+47.4% | Added |
| Nomura Asset Management Co Ltd | 98,449 | $1.61M | 0.01% | +5,760+6.2% | Added |
| DnB Asset Management AS | 98,654 | $1.62M | 0.01% | +31,848+47.7% | Added |
| Arizona State Retirement System | 99,164 | $1.63M | 0.01% | +2,583+2.7% | Added |
| Wealthfront Advisers LLC | 101,951 | $1.67M | 0.01% | −2,577−2.5% | Reduced |
| Ergoteles LLC | 103,234 | $1.69M | 0.07% | +8,380+8.8% | Added |
| Guggenheim Capital LLC | 104,136 | $1.71M | 0.01% | −115,978−52.7% | Reduced |
| Cubist Systematic Strategies, LLC | 105,550 | $1.73M | 0.02% | +105,550 | New |
| First Republic Investment Management, Inc. | 106,035 | $1.74M | 0.00% | −16,295−13.3% | Reduced |
| Korea Investment CORP | 106,135 | $1.74M | 0.01% | −30,873−22.5% | Reduced |
| TD Asset Management Inc | 110,569 | $1.81M | 0.00% | +1,111+1.0% | Added |
| Quantbot Technologies LP | 110,912 | $1.82M | 0.13% | +110,912 | New |
| Bremer Bank National Association | 111,785 | $1.83M | 0.35% | +29,695+36.2% | Added |
| ProShare Advisors LLC | 111,883 | $1.83M | 0.01% | +22,525+25.2% | Added |
| Ensign Peak Advisors, Inc | 111,980 | $1.84M | 0.00% | +16,600+17.4% | Added |
| Banque Pictet & Cie SA | 112,026 | $1.84M | 0.02% | +62,058+124.2% | Added |
| MetLife Investment Management | 115,677 | $1.90M | 0.01% | −1,409−1.2% | Reduced |
| Oregon Public Employees Retirement Fund | 117,742 | $1.93M | 0.02% | −5,104−4.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 119,886 | $1.97M | 0.00% | +38,156+46.7% | Added |
| American International Group, Inc. | 122,632 | $2.01M | 0.01% | +360+0.3% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $2.07M | 0.11% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 132,945 | $2.16M | 0.00% | +10,591+8.7% | Added |
| Amalgamated Bank | 133,078 | $2.18M | 0.02% | −63,950−32.5% | Reduced |
| Stifel Financial Corp | 134,058 | $2.20M | 0.00% | +1,665+1.3% | Added |
| Trilogy Capital Inc. | 134,095 | $2.20M | 0.16% | +134,095 | New |
| Retirement Systems of Alabama | 134,425 | $2.20M | 0.01% | −11,277−7.7% | Reduced |
| Truist Financial Corp | 135,608 | $2.22M | 0.00% | +2,964+2.2% | Added |
| PEAK6 Investments LLC | 136,050 | $2.23M | 0.14% | +66,711+96.2% | Added |
| State of Michigan Retirement System | 139,950 | $2.30M | 0.02% | +1,300+0.9% | Added |
| Illinois Municipal Retirement Fund | 144,212 | $2.37M | 0.05% | 00.0% | Unchanged |
| Andra AP-fonden | 146,400 | $2.40M | 0.06% | +80,300+121.5% | Added |
| Russell Investments Group, Ltd. | 147,596 | $2.40M | 0.00% | −29,307−16.6% | Reduced |
| Scotia Capital Inc. | 150,095 | $2.46M | 0.02% | −2,456−1.6% | Reduced |
| LPL Financial LLC | 151,334 | $2.48M | 0.00% | +5,930+4.1% | Added |
| Penserra Capital Management LLC | 151,903 | $2.49M | 0.05% | +151,903 | New |
| Asset Management One Co.,Ltd. | 152,155 | $2.50M | 0.01% | +5,724+3.9% | Added |
| Gabelli Funds LLC | 155,000 | $2.54M | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 155,000 | $2.54M | 0.40% | 00.0% | Unchanged |
| Voya Investment Management LLC | 155,364 | $2.55M | 0.00% | +2,989+2.0% | Added |
| Jefferies Financial Group Inc. | 156,689 | $2.57M | 0.05% | +156,689 | New |
| Mackenzie Financial Corp | 162,699 | $2.67M | 0.00% | +162,699 | New |
| Treasurer of the State of North Carolina | 163,250 | $2.68M | 0.02% | +1,160+0.7% | Added |
| Macquarie Group Ltd | 163,664 | $2.68M | 0.00% | +7,782+5.0% | Added |
| Envestnet Asset Management Inc | 178,487 | $2.71M | 0.00% | +34,634+24.1% | Added |
| Mn Services Vermogensbeheer B.V. | 168,925 | $2.77M | 0.03% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 170,788 | $2.80M | 0.01% | +7,279+4.5% | Added |
| Nisa Investment Advisors, LLC | 171,478 | $2.81M | 0.02% | +7,417+4.5% | Added |
| Brinker Capital Investments, LLC | 172,317 | $2.83M | 0.04% | +2,309+1.4% | Added |
| Orion Portfolio Solutions, LLC | 172,317 | $2.83M | 0.04% | +172,317 | New |
| Commonwealth Equity Services, LLC | 178,373 | $2.92M | 0.01% | +6,641+3.9% | Added |
| Rafferty Asset Management, LLC | 180,572 | $2.96M | 0.02% | −17,323−8.8% | Reduced |