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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 3,841,345 | $63.0M | 0.02% | +51,671+1.4% | Added |
| FMR LLC | 4,316,437 | $70.8M | 0.01% | +35,414+0.8% | Added |
| Northern Trust Corp | 4,586,940 | $75.2M | 0.01% | +109,530+2.4% | Added |
| Goldman Sachs Group Inc | 4,672,191 | $76.6M | 0.02% | +1,889,678+67.9% | Added |
| Morgan Stanley | 5,185,188 | $85.0M | 0.01% | −580,729−10.1% | Reduced |
| Massachusetts Financial Services Co | 5,688,659 | $93.3M | 0.03% | +34,803+0.6% | Added |
| Geode Capital Management, LLC | 9,349,841 | $153.0M | 0.02% | +145,285+1.6% | Added |
| Citadel Advisors LLC | 9,380,386 | $153.8M | 0.17% | +7,209,001+332.0% | Added |
| Dimensional Fund Advisors LP | 9,391,387 | $154.0M | 0.05% | +349,965+3.9% | Added |
| State Street Corp | 24,311,748 | $398.7M | 0.02% | −1,061,985−4.2% | Reduced |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 33,940,096 | $556.6M | 14.84% | −21,818,538−39.1% | Reduced |
| BlackRock Inc. | 47,752,801 | $783.1M | 0.02% | +2,528,731+5.6% | Added |
| Vanguard Group Inc | 53,314,707 | $874.4M | 0.02% | +664,544+1.3% | Added |
| CIBC Private Wealth Group, LLC | 32,548 | – | – | −38,777−54.4% | Reduced |
| Cerity Partners LLC | 7,069 | – | – | +7,069 | New |
| Gillson Capital LP | 0 | $0 | 0.00% | −2,009,996−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −247,464−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −67,473−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −54,061−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −52,712−100.0% | Sold out |
| Portland Investment Counsel Inc. | 0 | $0 | 0.00% | −35,983−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −35,496−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −32,919−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −28,337−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −27,152−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −26,844−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −26,799−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −20,331−100.0% | Sold out |
| Arvest Trust Co N A | 0 | $0 | 0.00% | −19,362−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −15,439−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −16,130−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −16,130−100.0% | Sold out |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −12,638−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,496−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −11,034−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,967−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −10,404−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −10,121−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,346−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −5,990−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,941−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −848−100.0% | Sold out |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| First Community Trust NA | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| Mark Sheptoff Financial Planning, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Retirement Financial Solutions, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| ARGI Investment Services, LLC | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Keystone Financial Group | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Cribstone Capital Management, LLC | – | – | – | – | Not filed |