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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 20,446 | $335.3K | 0.04% | +20,446 | New |
| Morningstar Investment Services LLC | 20,757 | $334.0K | 0.00% | +1,363+7.0% | Added |
| Metropolitan Life Insurance Co | 20,341 | $333.6K | 0.02% | −5,963−22.7% | Reduced |
| Verdence Capital Advisors LLC | 20,329 | $333.4K | 0.04% | +7,700+61.0% | Added |
| United Capital Financial Advisers, LLC | 20,307 | $333.0K | 0.00% | −1,858−8.4% | Reduced |
| Westpac Banking Corp | 20,291 | $332.8K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 20,122 | $330.0K | 0.00% | −42,902−68.1% | Reduced |
| Oppenheimer Asset Management Inc. | 19,999 | $328.0K | 0.01% | −1,839−8.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,917 | $326.6K | 0.00% | +11,682+141.9% | Added |
| Tokio Marine Asset Management Co Ltd | 19,648 | $322.2K | 0.02% | +4,635+30.9% | Added |
| Stratos Wealth Partners, LTD. | 19,391 | $318.0K | 0.01% | −464−2.3% | Reduced |
| Tennessee Valley Asset Management Partners | 19,156 | $314.2K | 0.10% | +60.0% | Added |
| MML Investors Services, LLC | 19,114 | $313.0K | 0.00% | +389+2.1% | Added |
| Fox Run Management, L.L.C. | 18,692 | $306.5K | 0.10% | −237−1.3% | Reduced |
| Leonteq Securities AG | 18,418 | $302.1K | 0.03% | −6,202−25.2% | Reduced |
| Balentine LLC | 18,125 | $297.3K | 0.01% | −16,107−47.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,050 | $296.0K | 0.18% | +2,876+19.0% | Added |
| IFP Advisors, Inc | 10,363 | $287.3K | 0.01% | −5,678−35.4% | Reduced |
| We Are One Seven, LLC | 17,307 | $283.8K | 0.02% | +17,307 | New |
| Twin Tree Management, LP | 17,115 | $280.7K | 0.01% | +11,164+187.6% | Added |
| DGS Capital Management, LLC | 17,042 | $279.5K | 0.16% | −701−4.0% | Reduced |
| Rathbone Brothers plc | 16,840 | $276.2K | 0.00% | −700−4.0% | Reduced |
| Man Group plc | – | $273.5K | 0.00% | – | New |
| Purus Wealth Management, LLC | 16,646 | $273.0K | 0.22% | +175+1.1% | Added |
| Pathstone Family Office, LLC | 16,429 | $272.2K | 0.00% | −17,515−51.6% | Reduced |
| TCWP LLC | 16,438 | $269.6K | 0.05% | +16,438 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 16,183 | $265.0K | 0.02% | −119−0.7% | Reduced |
| Verition Fund Management LLC | 16,092 | $263.9K | 0.00% | −23,944−59.8% | Reduced |
| M&T Bank Corp | 16,032 | $262.7K | 0.00% | +773+5.1% | Added |
| Centennial Wealth Advisory LLC | 15,951 | $261.6K | 0.14% | −1,172−6.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 15,875 | $260.4K | 0.01% | −162−1.0% | Reduced |
| Glenmede Trust Co NA | 15,865 | $260.2K | 0.00% | −721−4.3% | Reduced |
| William Blair Investment Management, LLC | 15,666 | $256.9K | 0.00% | +33+0.2% | Added |
| Harbour Investments, Inc. | 15,391 | $252.4K | 0.01% | −130−0.8% | Reduced |
| Eagle Rock Investment Company, LLC | 15,175 | $248.9K | 0.06% | −5,000−24.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 15,160 | $248.6K | 0.08% | +15,160 | New |
| APG Asset Management N.V. | 16,131 | $243.5K | 0.00% | −20,480−55.9% | Reduced |
| Visionary Wealth Advisors | 14,570 | $238.9K | 0.02% | 00.0% | Unchanged |
| Novare Capital Management LLC | 14,500 | $237.8K | 0.03% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 14,442 | $236.8K | 0.01% | −58,003−80.1% | Reduced |
| Beacon Pointe Advisors, LLC | 14,130 | $231.7K | 0.00% | +142+1.0% | Added |
| MQS Management LLC | 13,899 | $227.9K | 0.15% | +13,899 | New |
| Dorsey & Whitney Trust CO LLC | 13,853 | $227.2K | 0.02% | −1,009−6.8% | Reduced |
| Fifth Third Bancorp | 13,827 | $226.8K | 0.00% | +767+5.9% | Added |
| Old National Bancorp | 13,721 | $225.0K | 0.01% | −692−4.8% | Reduced |
| EPG Wealth Management LLC | 13,711 | $224.9K | 0.07% | +13,711 | New |
| Commerce Bank | 13,686 | $224.4K | 0.00% | +2,194+19.1% | Added |
| Meeder Advisory Services, Inc. | 13,270 | $217.6K | 0.03% | −1,782−11.8% | Reduced |
| Investors Asset Management of Georgia Inc | 12,727 | $208.7K | 0.11% | −585−4.4% | Reduced |
| Van Eck Associates Corp | 12,407 | $203.0K | 0.00% | +2,313+22.9% | Added |
| Metis Global Partners, LLC | 12,352 | $202.6K | 0.01% | −6,779−35.4% | Reduced |
| Perennial Investment Advisors, LLC | 12,258 | $201.0K | 0.04% | +12,258 | New |
| XTX Topco Ltd | 11,813 | $193.7K | 0.04% | +11,813 | New |
| Mutual Advisors, LLC | 11,776 | $193.1K | 0.01% | +11,776 | New |
| Carret Asset Management, LLC | 11,650 | $191.0K | 0.03% | −1,100−8.6% | Reduced |
| Signaturefd, LLC | 11,508 | $188.7K | 0.01% | +430+3.9% | Added |
| Iron Financial, LLC | 11,448 | $187.7K | 0.10% | +11,448 | New |
| Twinbeech Capital LP | 11,400 | $187.0K | 0.00% | +11,400 | New |
| O'Shaughnessy Asset Management, LLC | 11,252 | $184.5K | 0.00% | +46+0.4% | Added |
| Paragon Capital Management Ltd | 11,020 | $180.7K | 0.04% | −52−0.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,903 | $178.8K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 10,889 | $178.6K | 0.00% | −329,491−96.8% | Reduced |
| Meridian Wealth Advisors, LLC | 10,798 | $177.1K | 0.04% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 10,691 | $175.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 10,655 | $174.7K | 0.01% | −183−1.7% | Reduced |
| Synovus Financial Corp | 10,624 | $174.2K | 0.00% | +282+2.7% | Added |
| Greenleaf Trust | 10,623 | $174.2K | 0.00% | +10,623 | New |
| Coldstream Capital Management Inc | 10,518 | $172.5K | 0.01% | −1,435−12.0% | Reduced |
| Forum Financial Management, LP | 10,430 | $171.1K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,334 | $169.0K | 0.01% | +10,334 | New |
| Hoertkorn Richard Charles | 10,000 | $164.0K | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 9,837 | $161.0K | 0.00% | +1,805+22.5% | Added |
| First National Bank of South Miami | 9,397 | $154.1K | 0.12% | +502+5.6% | Added |
| Vestcor Inc | 8,080 | $133.0K | 0.00% | −49,943−86.1% | Reduced |
| Exchange Traded Concepts, LLC | 7,557 | $123.9K | 0.00% | −3,065−28.9% | Reduced |
| Horizon Investments, LLC | 7,643 | $123.8K | 0.00% | +7,643 | New |
| Banque Cantonale Vaudoise | 7,504 | $123.0K | 0.01% | −22,100−74.7% | Reduced |
| Dark Forest Capital Management LP | 6,671 | $109.4K | 0.03% | +6,671 | New |
| Bessemer Group Inc | 6,590 | $108.0K | 0.00% | −319−4.6% | Reduced |
| Altshuler Shaham Ltd | 6,273 | $102.9K | 0.00% | +311+5.2% | Added |
| Tower Research Capital LLC (TRC) | 6,077 | $99.0K | 0.00% | −4,147−40.6% | Reduced |
| State of Wyoming | 5,870 | $96.3K | 0.03% | +5,870 | New |
| Ellevest, Inc. | 5,599 | $91.8K | 0.01% | +700+14.3% | Added |
| Ameritas Investment Partners, Inc. | 5,598 | $91.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5,417 | $88.8K | 0.00% | +76+1.4% | Added |
| Optimum Investment Advisors | 5,300 | $86.9K | 0.05% | 00.0% | Unchanged |
| MCF Advisors LLC | 5,055 | $82.9K | 0.01% | +830+19.6% | Added |
| PFG Private Wealth Management, LLC | 4,478 | $73.4K | 0.05% | +633+16.5% | Added |
| Belpointe Asset Management LLC | 4,469 | $73.3K | 0.00% | −3,035−40.4% | Reduced |
| Covestor Ltd | 4,356 | $71.0K | 0.06% | −1,270−22.6% | Reduced |
| Advisory Services Network, LLC | 4,323 | $70.9K | 0.00% | +804+22.8% | Added |
| Simplex Trading, LLC | 4,137 | $67.0K | 0.00% | −65,532−94.1% | Reduced |
| TCI Wealth Advisors, Inc. | 4,002 | $65.6K | 0.01% | +649+19.4% | Added |
| Parallel Advisors, LLC | 3,675 | $60.3K | 0.00% | −1,639−30.8% | Reduced |
| TD Waterhouse Canada Inc. | 3,242 | $58.1K | 0.00% | +1,151+55.0% | Added |
| Cutler Group LP | 3,572 | $58.0K | 0.01% | −9,122−71.9% | Reduced |
| NVWM, LLC | 3,425 | $56.2K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 3,294 | $54.0K | 0.00% | +3,294 | New |
| TD Private Client Wealth LLC | 3,244 | $53.2K | 0.00% | −10−0.3% | Reduced |
| Northwest Investment Counselors, LLC | 3,033 | $49.7K | 0.01% | −789−20.6% | Reduced |