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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 62,707 | $1.03M | 0.00% | +967+1.6% | Added |
| State of Alaska, Department of Revenue | 62,536 | $1.02M | 0.01% | −1,125−1.8% | Reduced |
| CI Private Wealth, LLC | 60,544 | $992.9K | 0.00% | +34,694+134.2% | Added |
| Jane Street Group, LLC | 60,348 | $989.7K | 0.00% | +17,259+40.1% | Added |
| CIBC World Markets Corp | 59,744 | $979.8K | 0.02% | −90,548−60.2% | Reduced |
| Teza Capital Management LLC | 59,092 | $969.1K | 0.21% | +7,847+15.3% | Added |
| Wright Investors Service Inc | 58,876 | $965.6K | 0.27% | +525+0.9% | Added |
| Raymond James & Associates | 58,295 | $956.0K | 0.00% | −34,615−37.3% | Reduced |
| Mariner, LLC | 57,646 | $945.0K | 0.00% | −21,369−27.0% | Reduced |
| Erste Asset Management GmbH | 58,447 | $941.6K | 0.02% | +9,706+19.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 56,340 | $924.0K | 0.00% | +34,566+158.7% | Added |
| Acrisure Capital Management, LLC | 56,294 | $923.2K | 0.93% | +39,816+241.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 55,428 | $909.0K | 0.01% | +178+0.3% | Added |
| Kestra Private Wealth Services, LLC | 55,154 | $904.5K | 0.04% | +2,195+4.1% | Added |
| Kestra Advisory Services, LLC | 54,986 | $901.8K | 0.01% | −535−1.0% | Reduced |
| Czech National Bank | 53,561 | $878.4K | 0.02% | +326+0.6% | Added |
| HighTower Advisors, LLC | 53,665 | $874.0K | 0.00% | +1,685+3.2% | Added |
| Jump Financial, LLC | 52,896 | $867.5K | 0.04% | +52,896 | New |
| Highland Capital Management, LLC | 51,153 | $838.9K | 0.06% | −1,150−2.2% | Reduced |
| D.A. Davidson & Co. | 50,490 | $828.0K | 0.01% | +4,000+8.6% | Added |
| Snowden Capital Advisors LLC | 50,093 | $821.5K | 0.03% | −592−1.2% | Reduced |
| Walleye Trading LLC | 49,644 | $814.2K | 0.03% | −213,381−81.1% | Reduced |
| Aquatic Capital Management LLC | 49,600 | $813.0K | 0.05% | +49,600 | New |
| Northwestern Mutual Wealth Management Co | 49,226 | $807.3K | 0.00% | −5,426−9.9% | Reduced |
| Maven Securities LTD | 48,350 | $792.9K | 0.12% | +48,350 | New |
| Franklin Resources Inc | 48,215 | $790.7K | 0.00% | +3,696+8.3% | Added |
| Janus Henderson Group PLC | 47,801 | $783.7K | 0.00% | +13,873+40.9% | Added |
| 1832 Asset Management L.P. | 46,749 | $766.7K | 0.00% | +10,821+30.1% | Added |
| Alps Advisors Inc | 46,079 | $755.7K | 0.01% | +5,072+12.4% | Added |
| Gulf International Bank (UK) Ltd | 44,526 | $730.0K | 0.02% | −15,649−26.0% | Reduced |
| Ethic Inc. | 43,115 | $707.1K | 0.03% | +4,637+12.1% | Added |
| Advisor Partners II, LLC | 42,534 | $697.6K | 0.04% | −1,089−2.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 41,009 | $672.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 40,768 | $668.6K | 0.00% | +3,230+8.6% | Added |
| Kula Investments, LLC | 40,138 | $658.3K | 0.16% | +40,138 | New |
| Mercer Global Advisors Inc | 40,070 | $657.0K | 0.00% | −5,667−12.4% | Reduced |
| WBI Investments | 39,956 | $655.3K | 0.13% | −51,630−56.4% | Reduced |
| Axq Capital, LP | 38,795 | $636.2K | 0.25% | +38,795 | New |
| HRT Financial LP | 38,830 | $636.0K | 0.01% | +38,830 | New |
| Hartford Investment Management Co | 38,272 | $627.7K | 0.02% | +5,640+17.3% | Added |
| Teacher Retirement System of Texas | 37,937 | $622.0K | 0.00% | −655−1.7% | Reduced |
| Nissay Asset Management Corp | 37,637 | $617.2K | 0.01% | −691−1.8% | Reduced |
| Securian Asset Management, Inc | 37,610 | $616.8K | 0.02% | +354+1.0% | Added |
| Wellington Management Group LLP | 37,420 | $613.7K | 0.00% | +529+1.4% | Added |
| Swiss Life Asset Management Ltd | 37,223 | $610.7K | 0.01% | −116,596−75.8% | Reduced |
| Stock Yards Bank & Trust Co | 36,992 | $607.0K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 35,960 | $590.0K | 0.02% | +195+0.5% | Added |
| Everence Capital Management Inc | 34,830 | $571.0K | 0.05% | +19,160+122.3% | Added |
| Public Employees Retirement Association of Colorado | 34,624 | $568.0K | 0.00% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 34,336 | $563.1K | 0.08% | +1,804+5.5% | Added |
| Quantinno Capital Management LP | 33,586 | $551.0K | 0.04% | −16,849−33.4% | Reduced |
| Wolverine Trading, LLC | 33,847 | $545.0K | 0.02% | +15,491+84.4% | Added |
| Investors Research Corp | 32,650 | $535.5K | 0.14% | −400−1.2% | Reduced |
| Great Lakes Retirement, Inc. | 32,650 | $535.5K | 0.10% | +112+0.3% | Added |
| Private Advisor Group, LLC | 32,595 | $534.6K | 0.01% | −4,529−12.2% | Reduced |
| Crossmark Global Holdings, Inc. | 31,632 | $519.0K | 0.01% | −119−0.4% | Reduced |
| Vontobel Holding Ltd. | 31,582 | $517.9K | 0.00% | −1,427−4.3% | Reduced |
| Ostrum Asset Management | 31,560 | $517.6K | 0.05% | +31,560 | New |
| Captrust Financial Advisors | 31,162 | $511.1K | 0.00% | +6,853+28.2% | Added |
| Schroder Investment Management Group | 30,968 | $507.9K | 0.00% | −16,346−34.5% | Reduced |
| Prudential PLC | 30,664 | $502.9K | 0.01% | +1,177+4.0% | Added |
| Nordea Investment Management AB | 30,963 | $501.0K | 0.00% | +1,352+4.6% | Added |
| Kinneret Advisory, LLC | 30,073 | $493.2K | 0.06% | −1,616−5.1% | Reduced |
| British Columbia Investment Management Corp | 30,043 | $492.7K | 0.01% | −67−0.2% | Reduced |
| Neuberger Berman Group LLC | 29,997 | $492.0K | 0.00% | +10,230+51.8% | Added |
| Contravisory Investment Management, Inc. | 29,838 | $489.3K | 0.14% | +29,838 | New |
| Sigma Planning Corp | 29,601 | $485.5K | 0.02% | +14,465+95.6% | Added |
| Louisiana State Employees Retirement System | 29,600 | $485.4K | 0.01% | +200+0.7% | Added |
| Cetera Investment Advisers | 29,348 | $481.3K | 0.00% | −324−1.1% | Reduced |
| JustInvest LLC | 29,048 | $476.4K | 0.02% | −2,449−7.8% | Reduced |
| Wealthcare Advisory Partners LLC | 28,842 | $473.0K | 0.02% | +347+1.2% | Added |
| Maryland State Retirement & Pension System | 28,738 | $471.3K | 0.01% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 28,500 | $467.4K | 0.19% | +28,500 | New |
| ARGA Investment Management, LP | 28,084 | $460.6K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 27,739 | $454.9K | 0.01% | +1,831+7.1% | Added |
| Elo Mutual Pension Insurance Co | 27,361 | $449.0K | 0.01% | +1,448+5.6% | Added |
| Duality Advisers, LP | 27,369 | $448.9K | 0.05% | +27,369 | New |
| Daiwa Securities Group Inc. | 27,244 | $447.0K | 0.00% | +1,995+7.9% | Added |
| MAI Capital Management | 26,400 | $433.0K | 0.01% | +346+1.3% | Added |
| Cetera Advisors LLC | 25,927 | $425.2K | 0.01% | +1,907+7.9% | Added |
| Element Wealth, LLC | 25,826 | $423.5K | 0.32% | +75+0.3% | Added |
| Lumina Fund Management LLC | 25,000 | $410.0K | 0.19% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 24,568 | $402.9K | 0.01% | +6,307+34.5% | Added |
| Truvestments Capital LLC | 24,328 | $399.0K | 0.21% | −15,886−39.5% | Reduced |
| Equitable Holdings, Inc. | 24,209 | $397.0K | 0.01% | +49+0.2% | Added |
| US Bancorp | 24,133 | $395.8K | 0.00% | +2,253+10.3% | Added |
| Creative Planning | 24,067 | $394.7K | 0.00% | +7,325+43.8% | Added |
| Assetmark, Inc | 23,504 | $385.5K | 0.00% | +3,401+16.9% | Added |
| Unison Advisors LLC | 22,865 | $375.0K | 0.04% | +275+1.2% | Added |
| Panagora Asset Management Inc | 22,771 | $373.4K | 0.00% | −13,859−37.8% | Reduced |
| Norinchukin Bank, The | 22,525 | $369.4K | 0.01% | +657+3.0% | Added |
| Baldrige Asset Management LLC | 22,129 | $363.0K | 0.15% | 00.0% | Unchanged |
| Ieq Capital, LLC | 21,878 | $358.8K | 0.01% | +5,782+35.9% | Added |
| Echo Street Capital Management LLC | 21,800 | $357.5K | 0.00% | +21,800 | New |
| Janney Montgomery Scott LLC | 21,512 | $353.0K | 0.00% | +26+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 21,236 | $348.3K | 0.01% | +86+0.4% | Added |
| New Mexico Educational Retirement Board | 21,014 | $345.0K | 0.02% | −700−3.2% | Reduced |
| Natixis Advisors, L.P. | 20,519 | $337.0K | 0.00% | −16,972−45.3% | Reduced |
| Victory Capital Management Inc | 20,546 | $337.0K | 0.00% | +927+4.7% | Added |
| Assenagon Asset Management S.A. | 20,529 | $336.7K | 0.00% | +624+3.1% | Added |