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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 1,752 | $29.5K | 0.01% | −33−1.8% | Reduced |
| Caldwell Trust Co | 1,755 | $29.5K | 0.00% | +176+11.1% | Added |
| Deseret Mutual Benefit Administrators | 2,044 | $34.4K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,069 | $34.8K | 0.03% | +2,069 | New |
| Northwest Investment Counselors, LLC | 2,257 | $37.9K | 0.01% | −776−25.6% | Reduced |
| UniSuper Management Pty Ltd | 2,300 | $38.7K | 0.00% | +2,300 | New |
| Farther Finance Advisors, LLC | 2,470 | $41.5K | 0.01% | +215+9.5% | Added |
| Silvant Capital Management LLC | 2,649 | $44.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,893 | $48.6K | 0.01% | +1,146+65.6% | Added |
| Penserra Capital Management LLC | 2,947 | $49.0K | 0.00% | −148,956−98.1% | Reduced |
| Huntington National Bank | 2,979 | $50.1K | 0.00% | +41+1.4% | Added |
| Parallel Advisors, LLC | 3,049 | $51.3K | 0.00% | −626−17.0% | Reduced |
| TD Waterhouse Canada Inc. | 2,996 | $56.9K | 0.00% | −246−7.6% | Reduced |
| TD Private Client Wealth LLC | 3,385 | $56.9K | 0.00% | +141+4.3% | Added |
| NVWM, LLC | 3,425 | $57.6K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 4,522 | $76.0K | 0.04% | +44+1.0% | Added |
| MCF Advisors LLC | 4,964 | $83.4K | 0.01% | −91−1.8% | Reduced |
| Optimum Investment Advisors | 5,300 | $89.1K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,598 | $94.1K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 5,637 | $94.8K | 0.00% | −636−10.1% | Reduced |
| Covestor Ltd | 5,803 | $98.0K | 0.07% | +1,447+33.2% | Added |
| Desjardins Global Asset Management Inc. | 6,446 | $108.3K | 0.01% | −80,776−92.6% | Reduced |
| Cutler Group LP | 7,113 | $119.0K | 0.03% | +3,541+99.1% | Added |
| Banque Cantonale Vaudoise | 7,504 | $126.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8,036 | $133.5K | 0.00% | +393+5.1% | Added |
| Tower Research Capital LLC (TRC) | 7,974 | $134.0K | 0.00% | +1,897+31.2% | Added |
| Vestcor Inc | 8,080 | $136.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,144 | $137.0K | 0.01% | +6,561+414.5% | Added |
| PEAK6 Investments LLC | 8,165 | $137.3K | 0.01% | −127,885−94.0% | Reduced |
| Hoertkorn Richard Charles | 10,000 | $168.1K | 0.08% | 00.0% | Unchanged |
| Synovus Financial Corp | 10,149 | $170.6K | 0.00% | −475−4.5% | Reduced |
| Coldstream Capital Management Inc | 10,205 | $171.5K | 0.01% | −313−3.0% | Reduced |
| CWM, LLC | 10,305 | $173.0K | 0.00% | +468+4.8% | Added |
| Maven Securities LTD | 10,386 | $174.6K | 0.03% | −37,964−78.5% | Reduced |
| Forum Financial Management, LP | 10,430 | $175.3K | 0.00% | 00.0% | Unchanged |
| Bank of Nova Scotia | 10,497 | $176.5K | 0.00% | −392−3.6% | Reduced |
| Meeder Asset Management Inc | 10,655 | $179.1K | 0.01% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 10,691 | $179.7K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 10,798 | $181.5K | 0.04% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 11,036 | $184.9K | 0.02% | +11,036 | New |
| O'Shaughnessy Asset Management, LLC | 11,145 | $187.3K | 0.00% | −107−1.0% | Reduced |
| Tudor Investment Corp Et Al | 11,156 | $187.5K | 0.00% | −354,225−96.9% | Reduced |
| Iron Financial, LLC | 11,257 | $189.2K | 0.10% | −191−1.7% | Reduced |
| Carret Asset Management, LLC | 11,400 | $191.6K | 0.03% | −250−2.1% | Reduced |
| Swiss Life Asset Management Ltd | 11,450 | $192.5K | 0.00% | −25,773−69.2% | Reduced |
| Perigon Wealth Management, LLC | 11,625 | $195.4K | 0.01% | +11,625 | New |
| Meeder Advisory Services, Inc. | 11,745 | $197.4K | 0.02% | −1,525−11.5% | Reduced |
| Signaturefd, LLC | 11,878 | $199.7K | 0.01% | +370+3.2% | Added |
| Investors Asset Management of Georgia Inc | 12,046 | $202.5K | 0.10% | −681−5.4% | Reduced |
| Metis Global Partners, LLC | 12,131 | $203.9K | 0.01% | −221−1.8% | Reduced |
| Commerce Bank | 12,590 | $211.6K | 0.00% | −1,096−8.0% | Reduced |
| Oxford Financial Group Ltd | 12,840 | $215.8K | 0.02% | +12,840 | New |
| Keystone Financial Group | 12,916 | $217.1K | 0.04% | +12,916 | New |
| Bridgewater Associates, LP | 13,082 | $219.9K | 0.00% | +13,082 | New |
| Fifth Third Bancorp | 13,481 | $226.6K | 0.00% | −346−2.5% | Reduced |
| Old National Bancorp | 13,861 | $233.0K | 0.01% | +140+1.0% | Added |
| Harbour Investments, Inc. | 13,900 | $233.7K | 0.01% | −1,491−9.7% | Reduced |
| Cetera Advisors LLC | 14,126 | $237.5K | 0.00% | −11,801−45.5% | Reduced |
| Paragon Capital Management Ltd | 14,172 | $238.2K | 0.05% | +3,152+28.6% | Added |
| Pathstone Family Office, LLC | 14,016 | $238.4K | 0.00% | −2,413−14.7% | Reduced |
| Beacon Pointe Advisors, LLC | 14,209 | $238.9K | 0.00% | +79+0.6% | Added |
| Visionary Wealth Advisors | 14,292 | $240.2K | 0.02% | −278−1.9% | Reduced |
| Novare Capital Management LLC | 14,500 | $243.7K | 0.03% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 14,508 | $243.9K | 0.02% | +655+4.7% | Added |
| Leonteq Securities AG | 14,951 | $251.3K | 0.03% | −3,467−18.8% | Reduced |
| EPG Wealth Management LLC | 15,322 | $257.6K | 0.08% | +1,611+11.7% | Added |
| Modera Wealth Management, LLC | 15,393 | $258.8K | 0.00% | +15,393 | New |
| Glenmede Trust Co NA | 15,865 | $260.2K | 0.00% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 15,626 | $262.7K | 0.00% | −40−0.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 15,879 | $266.9K | 0.01% | +40.0% | Added |
| Quantitative Investment Management, LLC | 15,889 | $267.0K | 0.03% | +15,889 | New |
| Eagle Rock Investment Company, LLC | 15,175 | $267.1K | 0.06% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 16,148 | $271.4K | 0.14% | −894−5.2% | Reduced |
| M&T Bank Corp | 16,382 | $275.9K | 0.00% | +350+2.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,447 | $276.0K | 0.02% | +264+1.6% | Added |
| IFP Advisors, Inc | 10,016 | $277.6K | 0.01% | −347−3.3% | Reduced |
| Rathbone Brothers plc | 16,840 | $283.1K | 0.00% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 16,861 | $283.4K | 0.18% | +215+1.3% | Added |
| Ieq Capital, LLC | 16,886 | $283.9K | 0.01% | −4,992−22.8% | Reduced |
| Diversified Trust Co | 17,147 | $288.2K | 0.01% | +17,147 | New |
| Putnam Investments LLC | 17,394 | $292.4K | 0.00% | +17,394 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,933 | $301.5K | 0.00% | +7,030+64.5% | Added |
| Janney Montgomery Scott LLC | 18,332 | $308.0K | 0.00% | −3,180−14.8% | Reduced |
| Centennial Wealth Advisory LLC | 18,823 | $316.4K | 0.17% | +2,872+18.0% | Added |
| Retirement Planning Co of New England, Inc. | 18,868 | $317.2K | 0.18% | +818+4.5% | Added |
| Tokio Marine Asset Management Co Ltd | 18,924 | $318.1K | 0.02% | −724−3.7% | Reduced |
| Stratos Wealth Partners, LTD. | 19,129 | $321.6K | 0.01% | −262−1.4% | Reduced |
| Truvestments Capital LLC | 19,136 | $321.7K | 0.16% | −5,192−21.3% | Reduced |
| Verdence Capital Advisors LLC | 19,284 | $324.2K | 0.04% | −1,045−5.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,625 | $329.9K | 0.00% | −36,715−65.2% | Reduced |
| Metropolitan Life Insurance Co | 19,966 | $335.6K | 0.02% | −375−1.8% | Reduced |
| Savant Capital, LLC | 20,301 | $341.3K | 0.01% | −7,438−26.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,437 | $343.5K | 0.01% | −799−3.8% | Reduced |
| Van Eck Associates Corp | 20,604 | $347.0K | 0.00% | +8,197+66.1% | Added |
| CIBC Private Wealth Group, LLC | 20,801 | $349.7K | 0.00% | −11,747−36.1% | Reduced |
| United Capital Financial Advisers, LLC | 20,837 | $350.3K | 0.00% | +530+2.6% | Added |
| MML Investors Services, LLC | 21,401 | $360.0K | 0.00% | +2,287+12.0% | Added |
| WBI Investments | 21,456 | $360.7K | 0.07% | −18,500−46.3% | Reduced |
| Quantbot Technologies LP | 21,697 | $364.7K | 0.02% | −89,215−80.4% | Reduced |
| Assenagon Asset Management S.A. | 21,957 | $369.1K | 0.00% | +1,428+7.0% | Added |