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 |
|---|---|---|---|---|---|
| FIL Ltd | 224,844 | $3.69M | 0.00% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 215,372 | $3.53M | 0.38% | +54,459+33.8% | Added |
| Holocene Advisors, LP | 209,138 | $3.43M | 0.02% | −33,159−13.7% | Reduced |
| Public Employees Retirement System of Ohio | 208,588 | $3.42M | 0.01% | −9,843−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 207,641 | $3.40M | 0.02% | +171,437+473.5% | Added |
| Allianz Asset Management GmbH | 205,146 | $3.36M | 0.01% | +4,498+2.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 201,788 | $3.31M | 0.01% | +7,131+3.7% | Added |
| National Bank of Canada | 198,127 | $3.23M | 0.01% | −46,391−19.0% | Reduced |
| Palouse Capital Management, Inc. | 187,305 | $3.07M | 2.07% | −47,222−20.1% | Reduced |
| Thrivent Financial for Lutherans | 187,116 | $3.07M | 0.01% | +54,303+40.9% | Added |
| Gifford Fong Associates | 185,393 | $3.04M | 0.80% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 181,731 | $2.98M | 0.32% | −20,000−9.9% | Reduced |
| State of Wisconsin Investment Board | 180,745 | $2.96M | 0.01% | +8,062+4.7% | Added |
| Rafferty Asset Management, LLC | 180,572 | $2.96M | 0.02% | −17,323−8.8% | Reduced |
| Commonwealth Equity Services, LLC | 178,373 | $2.92M | 0.01% | +6,641+3.9% | 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 |
| Nisa Investment Advisors, LLC | 171,478 | $2.81M | 0.02% | +7,417+4.5% | Added |
| State of New Jersey Common Pension Fund D | 170,788 | $2.80M | 0.01% | +7,279+4.5% | Added |
| Mn Services Vermogensbeheer B.V. | 168,925 | $2.77M | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 178,487 | $2.71M | 0.00% | +34,634+24.1% | Added |
| Macquarie Group Ltd | 163,664 | $2.68M | 0.00% | +7,782+5.0% | Added |
| Treasurer of the State of North Carolina | 163,250 | $2.68M | 0.02% | +1,160+0.7% | Added |
| Mackenzie Financial Corp | 162,699 | $2.67M | 0.00% | +162,699 | New |
| Jefferies Financial Group Inc. | 156,689 | $2.57M | 0.05% | +156,689 | New |
| Voya Investment Management LLC | 155,364 | $2.55M | 0.00% | +2,989+2.0% | 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 |
| Asset Management One Co.,Ltd. | 152,155 | $2.50M | 0.01% | +5,724+3.9% | Added |
| Penserra Capital Management LLC | 151,903 | $2.49M | 0.05% | +151,903 | New |
| LPL Financial LLC | 151,334 | $2.48M | 0.00% | +5,930+4.1% | Added |
| Scotia Capital Inc. | 150,095 | $2.46M | 0.02% | −2,456−1.6% | Reduced |
| Russell Investments Group, Ltd. | 147,596 | $2.40M | 0.00% | −29,307−16.6% | Reduced |
| Andra AP-fonden | 146,400 | $2.40M | 0.06% | +80,300+121.5% | Added |
| Illinois Municipal Retirement Fund | 144,212 | $2.37M | 0.05% | 00.0% | Unchanged |
| State of Michigan Retirement System | 139,950 | $2.30M | 0.02% | +1,300+0.9% | Added |
| PEAK6 Investments LLC | 136,050 | $2.23M | 0.14% | +66,711+96.2% | Added |
| Truist Financial Corp | 135,608 | $2.22M | 0.00% | +2,964+2.2% | Added |
| Retirement Systems of Alabama | 134,425 | $2.20M | 0.01% | −11,277−7.7% | Reduced |
| Trilogy Capital Inc. | 134,095 | $2.20M | 0.16% | +134,095 | New |
| Stifel Financial Corp | 134,058 | $2.20M | 0.00% | +1,665+1.3% | Added |
| Amalgamated Bank | 133,078 | $2.18M | 0.02% | −63,950−32.5% | Reduced |
| Advisor Group Holdings, Inc. | 132,945 | $2.16M | 0.00% | +10,591+8.7% | Added |
| Systematic Alpha Investments, LLC | 126,193 | $2.07M | 0.11% | 00.0% | Unchanged |
| American International Group, Inc. | 122,632 | $2.01M | 0.01% | +360+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 119,886 | $1.97M | 0.00% | +38,156+46.7% | Added |
| Oregon Public Employees Retirement Fund | 117,742 | $1.93M | 0.02% | −5,104−4.2% | Reduced |
| MetLife Investment Management | 115,677 | $1.90M | 0.01% | −1,409−1.2% | Reduced |
| Banque Pictet & Cie SA | 112,026 | $1.84M | 0.02% | +62,058+124.2% | Added |
| Ensign Peak Advisors, Inc | 111,980 | $1.84M | 0.00% | +16,600+17.4% | Added |
| ProShare Advisors LLC | 111,883 | $1.83M | 0.01% | +22,525+25.2% | Added |
| Bremer Bank National Association | 111,785 | $1.83M | 0.35% | +29,695+36.2% | Added |
| Quantbot Technologies LP | 110,912 | $1.82M | 0.13% | +110,912 | New |
| TD Asset Management Inc | 110,569 | $1.81M | 0.00% | +1,111+1.0% | Added |
| Korea Investment CORP | 106,135 | $1.74M | 0.01% | −30,873−22.5% | Reduced |
| First Republic Investment Management, Inc. | 106,035 | $1.74M | 0.00% | −16,295−13.3% | Reduced |
| Cubist Systematic Strategies, LLC | 105,550 | $1.73M | 0.02% | +105,550 | New |
| Guggenheim Capital LLC | 104,136 | $1.71M | 0.01% | −115,978−52.7% | Reduced |
| Ergoteles LLC | 103,234 | $1.69M | 0.07% | +8,380+8.8% | Added |
| Wealthfront Advisers LLC | 101,951 | $1.67M | 0.01% | −2,577−2.5% | Reduced |
| Arizona State Retirement System | 99,164 | $1.63M | 0.01% | +2,583+2.7% | Added |
| DnB Asset Management AS | 98,654 | $1.62M | 0.01% | +31,848+47.7% | Added |
| Nomura Asset Management Co Ltd | 98,449 | $1.61M | 0.01% | +5,760+6.2% | Added |
| Texas Permanent School Fund | 94,818 | $1.56M | 0.02% | +30,508+47.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 93,395 | $1.53M | 0.36% | −7,060−7.0% | Reduced |
| Public Sector Pension Investment Board | 91,759 | $1.50M | 0.01% | −1,253−1.3% | Reduced |
| STRS Ohio | 91,607 | $1.50M | 0.01% | +12,856+16.3% | Added |
| Millennium Management LLC | 90,051 | $1.48M | 0.00% | +53,517+146.5% | Added |
| Desjardins Global Asset Management Inc. | 87,222 | $1.43M | 0.18% | −132−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 85,217 | $1.40M | 0.00% | +28,138+49.3% | Added |
| Stonebridge Capital Advisors LLC | 83,593 | $1.37M | 0.16% | −5,625−6.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 81,394 | $1.33M | 0.02% | +8,400+11.5% | Added |
| Candriam Luxembourg S.C.A. | 88,355 | $1.33M | 0.01% | +88,355 | New |
| KBC Group NV | 80,773 | $1.32M | 0.01% | +60,914+306.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 79,867 | $1.31M | 0.01% | +11,927+17.6% | Added |
| SG Americas Securities, LLC | 79,773 | $1.31M | 0.02% | +22,482+39.2% | Added |
| Paralel Advisors LLC | 78,895 | $1.29M | 0.07% | +2,074+2.7% | Added |
| Yousif Capital Management, LLC | 78,806 | $1.29M | 0.02% | −3,905−4.7% | Reduced |
| DekaBank Deutsche Girozentrale | 81,066 | $1.29M | 0.00% | −207−0.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 78,306 | $1.28M | 0.02% | +54,964+235.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 77,100 | $1.26M | 0.01% | +223+0.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 75,524 | $1.24M | 0.03% | +75,524 | New |
| Hourglass Capital, LLC | 74,935 | $1.23M | 0.44% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 74,762 | $1.23M | 0.00% | −1,052−1.4% | Reduced |
| Gotham Asset Management, LLC | 74,182 | $1.22M | 0.03% | +22,632+43.9% | Added |
| Aigen Investment Management, LP | 74,172 | $1.22M | 0.17% | +74,172 | New |
| Mork Capital Management, LLC | 73,400 | $1.20M | 0.98% | 00.0% | Unchanged |
| Tredje AP-fonden | 72,327 | $1.19M | 0.02% | +3,351+4.9% | Added |
| Canada Pension Plan Investment Board | 72,100 | $1.18M | 0.00% | +72,100 | New |
| State of Tennessee, Treasury Department | 71,679 | $1.18M | 0.01% | +2,352+3.4% | Added |
| Handelsbanken Fonder AB | 68,800 | $1.13M | 0.01% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 68,433 | $1.12M | 0.25% | −2,283−3.2% | Reduced |
| Utah Retirement Systems | 67,278 | $1.10M | 0.02% | +400+0.6% | Added |
| Shell Asset Management Co | 66,906 | $1.10M | 0.05% | −1,582−2.3% | Reduced |
| IFM Investors Pty Ltd | 65,513 | $1.07M | 0.02% | +815+1.3% | Added |
| Mutual of America Capital Management LLC | 64,904 | $1.06M | 0.01% | +109+0.2% | Added |
| Xponance, Inc. | 64,672 | $1.06M | 0.02% | +3,716+6.1% | Added |
| Dynamic Technology Lab Private Ltd | 63,724 | $1.04M | 0.10% | −32,674−33.9% | Reduced |
| Rothschild Investment Corp | 63,685 | $1.04M | 0.09% | +50.0% | Added |
| New York Life Investment Management LLC | 63,188 | $1.04M | 0.01% | +162+0.3% | Added |