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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 180,745 | $2.96M | 0.01% | +8,062+4.7% | Added |
| Quinn Opportunity Partners LLC | 181,731 | $2.98M | 0.32% | −20,000−9.9% | Reduced |
| Gifford Fong Associates | 185,393 | $3.04M | 0.80% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 187,116 | $3.07M | 0.01% | +54,303+40.9% | Added |
| Palouse Capital Management, Inc. | 187,305 | $3.07M | 2.07% | −47,222−20.1% | Reduced |
| National Bank of Canada | 198,127 | $3.23M | 0.01% | −46,391−19.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 201,788 | $3.31M | 0.01% | +7,131+3.7% | Added |
| Allianz Asset Management GmbH | 205,146 | $3.36M | 0.01% | +4,498+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 207,641 | $3.40M | 0.02% | +171,437+473.5% | Added |
| Public Employees Retirement System of Ohio | 208,588 | $3.42M | 0.01% | −9,843−4.5% | Reduced |
| Holocene Advisors, LP | 209,138 | $3.43M | 0.02% | −33,159−13.7% | Reduced |
| Redwood Investment Management, LLC | 215,372 | $3.53M | 0.38% | +54,459+33.8% | Added |
| FIL Ltd | 224,844 | $3.69M | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 225,451 | $3.70M | 0.11% | +10,895+5.1% | Added |
| SEI Investments Co | 229,141 | $3.77M | 0.01% | +211,748+1,217.4% | Added |
| American Financial Group Inc | 245,000 | $4.02M | 1.25% | 00.0% | Unchanged |
| Pictet Asset Management SA | 246,914 | $4.05M | 0.01% | +48,263+24.3% | Added |
| Valueworks LLC | 252,164 | $4.13M | 1.57% | −1,701−0.7% | Reduced |
| Poehling Capital Management, LLC | 257,407 | $4.22M | 1.42% | +4,763+1.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 264,295 | $4.33M | 0.02% | +2,713+1.0% | Added |
| Forsta Ap-Fonden | 268,000 | $4.40M | 0.05% | +28,100+11.7% | Added |
| Great West Life Assurance Co | 269,849 | $4.43M | 0.01% | −9,814−3.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 276,131 | $4.52M | 0.06% | +143,800+108.7% | Added |
| Aviva PLC | 277,908 | $4.56M | 0.02% | −79,552−22.3% | Reduced |
| Live Oak Private Wealth LLC | 278,032 | $4.56M | 0.94% | +6,781+2.5% | Added |
| Susquehanna International Group, LLP | 281,331 | $4.61M | 0.01% | +8,276+3.0% | Added |
| La Banque Postale Asset Management SA | 285,275 | $4.68M | 0.12% | −12,521−4.2% | Reduced |
| Cacti Asset Management LLC | 296,031 | $4.85M | 0.45% | +10,900+3.8% | Added |
| Point72 Europe (London) LLP | 307,400 | $5.04M | 1.51% | +307,400 | New |
| Manufacturers Life Insurance Company, The | 323,827 | $5.31M | 0.00% | −9,862−3.0% | Reduced |
| South Dakota Investment Council | 334,719 | $5.49M | 0.12% | +4,500+1.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 334,764 | $5.49M | 0.01% | +23,353+7.5% | Added |
| Continental Advisors LLC | 343,071 | $5.63M | 5.18% | +75,000+28.0% | Added |
| Hudson Bay Capital Management LP | 350,000 | $5.74M | 0.06% | +350,000 | New |
| Schonfeld Strategic Advisors LLC | 358,812 | $5.88M | 0.06% | −583,246−61.9% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 365,000 | $5.99M | 0.15% | −262,423−41.8% | Reduced |
| Tudor Investment Corp Et Al | 365,381 | $5.99M | 0.11% | +365,381 | New |
| Insight Folios Inc | 371,047 | $6.09M | 2.70% | +18,813+5.3% | Added |
| Wesleyan Assurance Society | 404,237 | $6.63M | 0.77% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 407,366 | $6.68M | 0.01% | −189,233−31.7% | Reduced |
| New York State Teachers Retirement System | 419,158 | $6.87M | 0.02% | −2,482−0.6% | Reduced |
| Brandywine Global Investment Management, LLC | 419,387 | $6.88M | 0.06% | −5,497−1.3% | Reduced |
| Toronto Dominion Bank | 429,577 | $7.04M | 0.01% | −97,072−18.4% | Reduced |
| Cinctive Capital Management LP | 430,462 | $7.06M | 0.26% | +430,462 | New |
| Storebrand Asset Management AS | 437,861 | $7.18M | 0.04% | +1630.0% | Added |
| Adage Capital Partners GP, L.L.C. | 455,369 | $7.47M | 0.02% | −7,200−1.6% | Reduced |
| Brookfield Asset Management Inc. | 463,958 | $7.61M | 0.03% | +153,941+49.7% | Added |
| State Board of Administration of Florida Retirement System | 470,626 | $7.72M | 0.02% | −1960.0% | Reduced |
| Wells Fargo & Company | 476,473 | $7.81M | 0.00% | −39,986−7.7% | Reduced |
| HSBC Holdings PLC | 479,885 | $7.82M | 0.01% | +267,460+125.9% | Added |
| Standard Life Aberdeen plc | 492,091 | $8.07M | 0.02% | +14,458+3.0% | Added |
| Pacer Advisors, Inc. | 512,802 | $8.41M | 0.04% | +496,837+3,112.0% | Added |
| Intech Investment Management LLC | 553,423 | $9.08M | 0.07% | −214,548−27.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 558,095 | $9.15M | 0.02% | +115,906+26.2% | Added |
| Citigroup Inc | 562,099 | $9.22M | 0.01% | −44,364−7.3% | Reduced |
| Olstein Capital Management, L.P. | 566,000 | $9.28M | 1.45% | −54,200−8.7% | Reduced |
| Principal Financial Group Inc | 568,483 | $9.32M | 0.01% | −3,555−0.6% | Reduced |
| California State Teachers Retirement System | 570,148 | $9.35M | 0.01% | −6,451−1.1% | Reduced |
| Alliancebernstein L.P. | 574,177 | $9.42M | 0.00% | −263,237−31.4% | Reduced |
| Baird Financial Group, Inc. | 583,078 | $9.56M | 0.02% | −40,891−6.6% | Reduced |
| Ossiam | 659,432 | $10.8M | 0.22% | +641,009+3,479.4% | Added |
| Credit Suisse AG | 672,710 | $11.0M | 0.01% | −4,974−0.7% | Reduced |
| California Public Employees Retirement System | 682,318 | $11.2M | 0.01% | −119,930−14.9% | Reduced |
| Rhumbline Advisers | 761,704 | $12.5M | 0.02% | +6,742+0.9% | Added |
| AE Wealth Management LLC | 762,064 | $12.5M | 0.08% | +51,245+7.2% | Added |
| Prudential Financial Inc | 843,832 | $13.8M | 0.02% | +436,941+107.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 877,492 | $14.4M | 0.01% | −480,906−35.4% | Reduced |
| Squarepoint Ops LLC | 904,404 | $14.8M | 0.10% | −59,530−6.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 923,299 | $15.1M | 0.05% | +17,864+2.0% | Added |
| Marshall Wace, LLP | 926,869 | $15.2M | 0.04% | +926,869 | New |
| Agf Management Ltd | 977,220 | $16.0M | 0.11% | +40,965+4.4% | Added |
| JPMorgan Chase & Co | 995,714 | $16.3M | 0.00% | −1,025,572−50.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,035,344 | $17.0M | 0.09% | −344,700−25.0% | Reduced |
| Royal Bank of Canada | 1,086,335 | $17.8M | 0.01% | +2,696+0.2% | Added |
| Barclays PLC | 1,144,969 | $18.8M | 0.02% | +217,274+23.4% | Added |
| New York State Common Retirement Fund | 1,153,902 | $18.9M | 0.03% | −26,319−2.2% | Reduced |
| Renaissance Technologies LLC | 1,214,800 | $19.9M | 0.03% | +537,500+79.4% | Added |
| Bank of Montreal | 1,216,772 | $20.0M | 0.01% | +939,309+338.5% | Added |
| Nuveen Asset Management, LLC | 1,327,003 | $21.8M | 0.01% | −119,663−8.3% | Reduced |
| UBS Group AG | 1,351,859 | $22.2M | 0.01% | +216,829+19.1% | Added |
| Price T Rowe Associates Inc | 1,403,323 | $23.0M | 0.00% | −1,676,721−54.4% | Reduced |
| First Trust Advisors LP | 1,498,221 | $24.6M | 0.03% | −108,556−6.8% | Reduced |
| Legal & General Group Plc | 1,516,521 | $24.9M | 0.01% | −72,850−4.6% | Reduced |
| American Century Companies Inc | 1,525,051 | $24.9M | 0.02% | +143,982+10.4% | Added |
| Deutsche Bank AG | 1,557,387 | $25.5M | 0.01% | −6,628−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,620,211 | $26.6M | 0.04% | −299,648−15.6% | Reduced |
| Letko, Brosseau & Associates Inc | 1,743,913 | $28.6M | 0.53% | −9,925−0.6% | Reduced |
| Alyeska Investment Group, L.P. | 1,757,800 | $28.8M | 0.25% | +1,757,800 | New |
| Two Sigma Advisers, LP | 1,770,300 | $29.0M | 0.07% | −543,000−23.5% | Reduced |
| UBS Asset Management Americas Inc | 1,861,535 | $30.5M | 0.01% | −37,182−2.0% | Reduced |
| Amundi | 2,322,656 | $36.5M | 0.02% | +535,540+30.0% | Added |
| Bank of America Corp | 2,229,500 | $36.6M | 0.00% | −37,912−1.7% | Reduced |
| Ameriprise Financial Inc | 2,233,875 | $36.6M | 0.01% | +1,622,963+265.7% | Added |
| AQR Capital Management LLC | 2,276,856 | $36.8M | 0.08% | +983,156+76.0% | Added |
| Fiera Capital Corp | 2,336,112 | $38.3M | 0.11% | −11,418−0.5% | Reduced |
| Swedbank AB | 2,654,258 | $43.5M | 0.09% | −5000.0% | Reduced |
| Pzena Investment Management LLC | 2,674,362 | $43.9M | 0.19% | +36,288+1.4% | Added |
| Fisher Asset Management, LLC | 3,085,457 | $50.6M | 0.03% | +3,085,457 | New |
| Bank of New York Mellon Corp | 3,136,085 | $51.4M | 0.01% | −20,873−0.7% | Reduced |
| Norges Bank | 3,569,869 | $58.5M | 0.01% | +338,443+10.5% | Added |