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 |
|---|---|---|---|---|---|
| Huntington National Bank | 2,938 | $48.2K | 0.00% | −310−9.5% | Reduced |
| Old North State Trust, LLC | 2,930 | $48.0K | 0.03% | +298+11.3% | Added |
| First Horizon Advisors, Inc. | 2,738 | $44.9K | 0.00% | +10.0% | Added |
| Silvant Capital Management LLC | 2,649 | $43.4K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,622 | $43.0K | 0.04% | +2,622 | New |
| Farther Finance Advisors, LLC | 2,255 | $37.0K | 0.01% | +205+10.0% | Added |
| Deseret Mutual Benefit Administrators | 2,044 | $33.5K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,877 | $31.0K | 0.00% | +153+8.9% | Added |
| Grove Bank & Trust | 1,785 | $29.3K | 0.01% | −1,697−48.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,747 | $28.7K | 0.00% | −97−5.3% | Reduced |
| Orion Capital Management LLC | 1,700 | $27.9K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,700 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,630 | $26.7K | 0.00% | +74+4.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,583 | $26.0K | 0.00% | −167−9.5% | Reduced |
| Caldwell Trust Co | 1,579 | $25.9K | 0.00% | +732+86.4% | Added |
| Quent Capital, LLC | 1,541 | $25.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,434 | $23.5K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,311 | $21.5K | 0.00% | −257−16.4% | Reduced |
| Private Trust Co NA | 1,267 | $20.8K | 0.00% | −300−19.1% | Reduced |
| Horan Securities, Inc. | 1,230 | $20.2K | 0.01% | +8+0.7% | Added |
| Castleview Partners, LLC | 1,123 | $18.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,053 | $17.3K | 0.00% | +989+1,545.3% | Added |
| Avondale Wealth Management | 1,050 | $17.2K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 953 | $17.0K | 0.00% | +412+76.2% | Added |
| Clear Investment Research, LLC | 1,000 | $16.4K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $16.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 988 | $16.2K | 0.00% | +68+7.4% | Added |
| Sugarloaf Wealth Management, LLC | 970 | $15.9K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 959 | $15.7K | 0.00% | +199+26.2% | Added |
| Rosenberg Matthew Hamilton | 950 | $15.6K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 934 | $15.3K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 949 | $15.3K | 0.00% | +949 | New |
| Clear Street Markets LLC | 892 | $15.0K | 0.00% | −18,518−95.4% | Reduced |
| Riverview Trust Co | 852 | $14.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 825 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 811 | $13.3K | 0.01% | +811 | New |
| JFS Wealth Advisors, LLC | 792 | $13.0K | 0.00% | −77−8.9% | Reduced |
| Lindbrook Capital, LLC | 781 | $12.8K | 0.00% | +440+129.0% | Added |
| Whittier Trust Co | 763 | $12.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 754 | $12.4K | 0.00% | +381+102.1% | Added |
| Salem Investment Counselors Inc | 750 | $12.3K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 697 | $11.4K | 0.01% | +697 | New |
| Nalls Sherbakoff Group, LLC | 673 | $10.8K | 0.01% | +673 | New |
| Oakworth Capital, Inc. | 648 | $10.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 642 | $10.5K | 0.00% | −5−0.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $9.84K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 575 | $9.43K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 575 | $9.00K | 0.00% | +6+1.1% | Added |
| Lazard Asset Management LLC | 553 | $9.00K | 0.00% | +440+389.4% | Added |
| FinTrust Capital Advisors, LLC | 459 | $8.26K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 494 | $8.10K | 0.00% | −518−51.2% | Reduced |
| BerganKDV Wealth Management, LLC | 460 | $7.54K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 450 | $7.38K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 446 | $7.31K | 0.00% | −46−9.3% | Reduced |
| Global Retirement Partners, LLC | 441 | $7.26K | 0.00% | +74+20.2% | Added |
| Ameritas Advisory Services, LLC | 407 | $6.80K | 0.00% | +407 | New |
| Zions Bancorporation, N.A. | 365 | $5.99K | 0.00% | −37−9.2% | Reduced |
| Brown Brothers Harriman & Co | 350 | $5.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 294 | $4.82K | 0.00% | +60+25.6% | Added |
| ING Groep NV | 283 | $4.64K | 0.00% | +283 | New |
| Boyd Watterson Asset Management LLC | 267 | $4.38K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 255 | $4.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 262 | $4.30K | 0.00% | +262 | New |
| Farmers & Merchants Investments Inc | 247 | $4.05K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 295 | $4.00K | 0.00% | +209+243.0% | Added |
| Spire Wealth Management | 220 | $3.61K | 0.00% | −18−7.6% | Reduced |
| HM Payson & Co | 201 | $3.30K | 0.00% | +201 | New |
| Tompkins Financial Corp | 200 | $3.28K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $3.28K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 187 | $3.07K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 187 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 207 | $3.00K | 0.00% | +47+29.4% | Added |
| Concord Wealth Partners | 176 | $2.88K | 0.00% | −467−72.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.80K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 171 | $2.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 168 | $2.76K | 0.00% | +128+320.0% | Added |
| Citizens National Bank Trust Department | 166 | $2.72K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 147 | $2.41K | 0.00% | +147 | New |
| Private Ocean, LLC | 134 | $2.20K | 0.00% | +134 | New |
| Harvest Fund Management Co., Ltd | 102 | $2.00K | 0.00% | −4,126−97.6% | Reduced |
| Prestige Wealth Management Group LLC | 118 | $1.94K | 0.00% | +118 | New |
| AdvisorNet Financial, Inc | 112 | $1.84K | 0.00% | −120−51.7% | Reduced |
| Chilton Capital Management LLC | 109 | $1.79K | 0.00% | +109 | New |
| Park Place Capital Corp | 107 | $1.75K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 105 | $1.72K | 0.00% | −48−31.4% | Reduced |
| PSI Advisors, LLC | 100 | $1.64K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 73 | $1.20K | 0.00% | +73 | New |
| Disciplined Investments, LLC | 72 | $1.18K | 0.00% | −15−17.2% | Reduced |
| Retirement Group, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $819 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $771 | 0.00% | −48−50.5% | Reduced |
| Bogart Wealth, LLC | 46 | $754 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $738 | 0.00% | −60−57.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 44 | $721 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $672 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $672 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 38 | $628 | 0.00% | +1+2.7% | Added |
| Raffa Wealth Management, LLC | 34 | $558 | 0.00% | 00.0% | Unchanged |