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, Q2 2023
Institutional positions in Invesco Ltd. as of Jun 30, 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
- 478
- −35 vs. Q1 2023
- Shares held
- 303.9M
- −9.57M (−3.1%) vs. Q1 2023
- Total value
- $5.11B
- −$28.9M (−0.6%) vs. Q1 2023
- New holders
- 43
- 158 more added
- Sold out
- 78
- 188 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | −182−87.9% | Reduced |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6 | $109 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $185 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11 | $185 | 0.00% | +11 | New |
| Delos Wealth Advisors, LLC | 18 | $303 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 20 | $336 | 0.00% | −21−51.2% | Reduced |
| Kelly Financial Services LLC | 24 | $403 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 28 | $471 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $572 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 35 | $586 | 0.00% | +35 | New |
| Baystate Wealth Management LLC | 38 | $652 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39 | $656 | 0.00% | −34−46.6% | Reduced |
| Carolinas Wealth Consulting LLC | 41 | $689 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 45 | $756 | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 47 | $1.00K | 0.00% | +23+95.8% | Added |
| GW&K Investment Management, LLC | 58 | $1.00K | 0.00% | +58 | New |
| Retirement Group, LLC | 60 | $1.01K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 72 | $1.21K | 0.00% | −981−93.2% | Reduced |
| Creative Financial Designs Inc | 75 | $1.26K | 0.00% | +75 | New |
| Disciplined Investments, LLC | 84 | $1.41K | 0.00% | +12+16.7% | Added |
| SJS Investment Consulting Inc. | 87 | $1.46K | 0.00% | +40+85.1% | Added |
| Godsey & Gibb Associates | 100 | $1.68K | 0.00% | +100 | New |
| Chilton Capital Management LLC | 109 | $1.83K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 112 | $1.88K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 115 | $1.97K | 0.00% | +115 | New |
| Prestige Wealth Management Group LLC | 118 | $1.98K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 134 | $2.25K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $2.27K | 0.00% | −215−61.4% | Reduced |
| Citizens National Bank Trust Department | 166 | $2.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $2.81K | 0.00% | −127−43.2% | Reduced |
| Abound Wealth Management | 168 | $2.83K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 169 | $2.84K | 0.00% | −86−33.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.88K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 140 | $3.00K | 0.00% | +140 | New |
| Earnest Partners LLC | 187 | $3.14K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 187 | $3.14K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $3.36K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $3.36K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 201 | $3.38K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 207 | $3.48K | 0.00% | +60+40.8% | Added |
| SRS Capital Advisors, Inc. | 209 | $3.51K | 0.00% | +209 | New |
| Spire Wealth Management | 227 | $3.82K | 0.00% | +7+3.2% | Added |
| Gradient Investments LLC | 229 | $3.85K | 0.00% | +196+593.9% | Added |
| Benjamin Edwards Inc | 265 | $4.00K | 0.00% | −310−53.9% | Reduced |
| Farmers & Merchants Investments Inc | 247 | $4.15K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 267 | $4.49K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 350 | $5.88K | 0.00% | +350 | New |
| Versant Capital Management, Inc | 358 | $6.02K | 0.00% | +96+36.6% | Added |
| Global Retirement Partners, LLC | 365 | $6.14K | 0.00% | −76−17.2% | Reduced |
| Red Tortoise LLC | 446 | $7.50K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 450 | $7.57K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 478 | $8.04K | 0.00% | −16−3.2% | Reduced |
| FinTrust Capital Advisors, LLC | 459 | $8.26K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 497 | $8.36K | 0.00% | −284−36.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 525 | $8.82K | 0.00% | −300−36.4% | Reduced |
| WR Wealth Planners, LLC | 537 | $9.03K | 0.00% | +537 | New |
| Zions Bancorporation, N.A. | 570 | $9.58K | 0.00% | +205+56.2% | Added |
| Umb Bank N A | 575 | $9.67K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 673 | $9.67K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 601 | $10.0K | 0.00% | −352−36.9% | Reduced |
| Clear Street Markets LLC | 598 | $10.0K | 0.00% | −294−33.0% | Reduced |
| Concord Wealth Partners | 597 | $10.0K | 0.00% | +421+239.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $10.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 648 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 630 | $11.0K | 0.00% | +605+2,420.0% | Added |
| Massmutual Trust Co FSB | 666 | $11.2K | 0.00% | −88−11.7% | Reduced |
| MV Capital Management, Inc. | 675 | $11.3K | 0.00% | +33+5.1% | Added |
| O'Dell Group, LLC | 679 | $11.4K | 0.00% | +679 | New |
| First Capital Advisors Group, LLC. | 748 | $12.6K | 0.01% | +748 | New |
| Salem Investment Counselors Inc | 750 | $12.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 763 | $12.8K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 800 | $13.4K | 0.02% | +800 | New |
| Sittner & Nelson, LLC | 811 | $13.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 811 | $13.6K | 0.00% | +19+2.4% | Added |
| First Horizon Advisors, Inc. | 818 | $13.8K | 0.00% | −1,920−70.1% | Reduced |
| Riverview Trust Co | 852 | $14.3K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 934 | $15.7K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 949 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $16.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 962 | $16.2K | 0.00% | +3+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 970 | $16.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $16.8K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,032 | $17.3K | 0.00% | −402−28.0% | Reduced |
| Parkside Financial Bank & Trust | 1,033 | $17.4K | 0.00% | +45+4.6% | Added |
| Avondale Wealth Management | 1,050 | $17.7K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,123 | $18.9K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,155 | $19.4K | 0.01% | +1,155 | New |
| Federated Hermes, Inc. | 1,239 | $20.8K | 0.00% | −72−5.5% | Reduced |
| Horan Securities, Inc. | 1,239 | $20.8K | 0.01% | +9+0.7% | Added |
| Private Trust Co NA | 1,267 | $21.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,476 | $24.8K | 0.00% | −154−9.4% | Reduced |
| Quent Capital, LLC | 1,541 | $25.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,700 | $28.6K | 0.00% | +1,700 | New |
| Bessemer Group Inc | 1,705 | $29.0K | 0.00% | −4,885−74.1% | Reduced |
| Capital Analysts, LLC | 1,748 | $29.0K | 0.00% | −129−6.9% | Reduced |
| Asset Dedication, LLC | 1,700 | $29.0K | 0.00% | 00.0% | Unchanged |