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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 22,114 | $372.0K | 0.02% | +1,100+5.2% | Added |
| US Bancorp | 22,337 | $375.5K | 0.00% | −1,796−7.4% | Reduced |
| Morningstar Investment Services LLC | 22,706 | $379.0K | 0.00% | +1,949+9.4% | Added |
| Natixis | 22,624 | $380.3K | 0.00% | +22,624 | New |
| Snowden Capital Advisors LLC | 22,650 | $380.7K | 0.01% | −27,443−54.8% | Reduced |
| Unison Advisors LLC | 23,126 | $388.7K | 0.04% | +261+1.1% | Added |
| Neuberger Berman Group LLC | 23,429 | $393.8K | 0.00% | −6,568−21.9% | Reduced |
| Ossiam | 23,589 | $396.5K | 0.01% | −635,843−96.4% | Reduced |
| DuPont Capital Management Corp | 23,746 | $399.2K | 0.02% | +23,746 | New |
| MAI Capital Management | 24,147 | $405.9K | 0.01% | −2,253−8.5% | Reduced |
| Lumina Fund Management LLC | 25,000 | $420.0K | 0.19% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 25,060 | $421.3K | 0.00% | +5,143+25.8% | Added |
| Cetera Investment Advisers | 25,916 | $435.6K | 0.00% | −3,432−11.7% | Reduced |
| Element Wealth, LLC | 25,918 | $435.7K | 0.30% | +92+0.4% | Added |
| Cresset Asset Management, LLC | 25,926 | $435.8K | 0.00% | +25,926 | New |
| Teacher Retirement System of Texas | 25,996 | $437.0K | 0.00% | −11,941−31.5% | Reduced |
| Nordea Investment Management AB | 26,536 | $447.1K | 0.00% | −4,427−14.3% | Reduced |
| Equitable Holdings, Inc. | 26,710 | $449.0K | 0.01% | +2,501+10.3% | Added |
| Natixis Advisors, L.P. | 26,831 | $451.0K | 0.00% | +6,312+30.8% | Added |
| Twin Tree Management, LP | 26,910 | $452.4K | 0.01% | +9,795+57.2% | Added |
| Capstone Investment Advisors, LLC | 27,046 | $454.6K | 0.01% | +12,604+87.3% | Added |
| Creative Planning | 27,085 | $455.3K | 0.00% | +3,018+12.5% | Added |
| Elo Mutual Pension Insurance Co | 28,108 | $472.0K | 0.01% | +747+2.7% | Added |
| ARGA Investment Management, LP | 28,084 | $472.1K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 28,247 | $475.0K | 0.00% | +1,003+3.7% | Added |
| Louisiana State Employees Retirement System | 28,300 | $475.7K | 0.01% | −1,300−4.4% | Reduced |
| Maryland State Retirement & Pension System | 28,738 | $483.1K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 34,830 | $501.0K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 29,807 | $501.1K | 0.02% | +965+3.3% | Added |
| Kinneret Advisory, LLC | 30,073 | $505.5K | 0.06% | 00.0% | Unchanged |
| Captrust Financial Advisors | 30,174 | $507.2K | 0.00% | −988−3.2% | Reduced |
| Contravisory Investment Management, Inc. | 30,437 | $511.6K | 0.14% | +599+2.0% | Added |
| Prudential PLC | 30,540 | $513.4K | 0.01% | −124−0.4% | Reduced |
| Ethic Inc. | 30,573 | $513.9K | 0.02% | −12,542−29.1% | Reduced |
| Crossmark Global Holdings, Inc. | 31,354 | $521.0K | 0.01% | −278−0.9% | Reduced |
| Worldquant Millennium Advisors LLC | 31,147 | $523.6K | 0.01% | +31,147 | New |
| British Columbia Investment Management Corp | 31,207 | $524.6K | 0.00% | +1,164+3.9% | Added |
| Vontobel Holding Ltd. | 31,582 | $530.9K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 31,692 | $532.7K | 0.04% | +132+0.4% | Added |
| Tennessee Valley Asset Management Partners | 31,765 | $534.0K | 0.17% | +12,609+65.8% | Added |
| Hartford Investment Management Co | 31,783 | $534.3K | 0.02% | −6,489−17.0% | Reduced |
| Investors Research Corp | 32,525 | $546.7K | 0.14% | −125−0.4% | Reduced |
| Schroder Investment Management Group | 32,617 | $548.3K | 0.00% | +1,649+5.3% | Added |
| Great Lakes Retirement, Inc. | 33,830 | $568.7K | 0.10% | +1,180+3.6% | Added |
| Gulf International Bank (UK) Ltd | 34,324 | $576.0K | 0.01% | −10,202−22.9% | Reduced |
| Bayesian Capital Management, LP | 34,500 | $579.9K | 0.06% | +34,500 | New |
| Public Employees Retirement Association of Colorado | 34,624 | $582.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 34,851 | $585.9K | 0.00% | −5,917−14.5% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 35,120 | $590.0K | 0.01% | −329,880−90.4% | Reduced |
| Kentucky Retirement Systems | 36,838 | $619.0K | 0.02% | +878+2.4% | Added |
| Stock Yards Bank & Trust Co | 36,992 | $621.8K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 37,350 | $627.9K | 0.02% | −260−0.7% | Reduced |
| Nissay Asset Management Corp | 37,575 | $631.6K | 0.01% | −62−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 38,702 | $651.0K | 0.01% | −2,307−5.6% | Reduced |
| Advisor Partners II, LLC | 38,859 | $653.2K | 0.03% | −3,675−8.6% | Reduced |
| Mariner, LLC | 39,020 | $655.9K | 0.00% | −18,626−32.3% | Reduced |
| Wellington Management Group LLP | 39,537 | $664.6K | 0.00% | +2,117+5.7% | Added |
| Bank Ozk | 40,950 | $688.4K | 0.33% | +40,950 | New |
| Paradigm Asset Management Co LLC | 42,600 | $716.1K | 0.19% | +42,600 | New |
| Janus Henderson Group PLC | 42,814 | $719.5K | 0.00% | −4,987−10.4% | Reduced |
| JustInvest LLC | 43,117 | $724.8K | 0.02% | +14,069+48.4% | Added |
| Quantinno Capital Management LP | 44,372 | $746.0K | 0.04% | +10,786+32.1% | Added |
| Mather Group, LLC. | 44,826 | $753.5K | 0.01% | +44,826 | New |
| Mercer Global Advisors Inc | 47,105 | $792.0K | 0.00% | +7,035+17.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 47,760 | $803.0K | 0.00% | −159,881−77.0% | Reduced |
| Canada Pension Plan Investment Board | 48,100 | $808.6K | 0.00% | −24,000−33.3% | Reduced |
| Renaissance Technologies LLC | 48,100 | $809.0K | 0.00% | −1,166,700−96.0% | Reduced |
| Norinchukin Bank, The | 48,219 | $810.6K | 0.01% | +25,694+114.1% | Added |
| D.A. Davidson & Co. | 49,500 | $832.1K | 0.01% | −990−2.0% | Reduced |
| Highland Capital Management, LLC | 49,703 | $835.5K | 0.05% | −1,450−2.8% | Reduced |
| Private Advisor Group, LLC | 52,528 | $882.8K | 0.01% | +19,933+61.2% | Added |
| 1832 Asset Management L.P. | 52,912 | $889.5K | 0.00% | +6,163+13.2% | Added |
| Wright Investors Service Inc | 53,173 | $893.8K | 0.25% | −5,703−9.7% | Reduced |
| Czech National Bank | 54,238 | $911.7K | 0.02% | +677+1.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 54,767 | $921.0K | 0.01% | −661−1.2% | Reduced |
| Kestra Advisory Services, LLC | 54,799 | $921.2K | 0.01% | −187−0.3% | Reduced |
| Impact Partnership Wealth, LLC | 54,936 | $923.5K | 0.32% | +54,936 | New |
| Northwestern Mutual Wealth Management Co | 55,373 | $930.8K | 0.00% | +6,147+12.5% | Added |
| Jump Financial, LLC | 55,601 | $934.7K | 0.03% | +2,705+5.1% | Added |
| Shell Asset Management Co | 55,693 | $936.0K | 0.04% | −11,213−16.8% | Reduced |
| DekaBank Deutsche Girozentrale | 56,383 | $941.0K | 0.00% | −24,683−30.4% | Reduced |
| State of Alaska, Department of Revenue | 56,781 | $954.0K | 0.01% | −5,755−9.2% | Reduced |
| CI Private Wealth, LLC | 57,566 | $967.7K | 0.00% | −2,978−4.9% | Reduced |
| HighTower Advisors, LLC | 59,381 | $1.00M | 0.00% | +5,716+10.7% | Added |
| Millennium Management LLC | 60,850 | $1.02M | 0.00% | −29,201−32.4% | Reduced |
| Kestra Private Wealth Services, LLC | 61,342 | $1.03M | 0.04% | +6,188+11.2% | Added |
| CIBC Asset Management Inc | 62,292 | $1.05M | 0.00% | −415−0.7% | Reduced |
| Teza Capital Management LLC | 62,329 | $1.05M | 0.17% | +3,237+5.5% | Added |
| Tredje AP-fonden | 62,905 | $1.06M | 0.01% | −9,422−13.0% | Reduced |
| Raymond James & Associates | 63,071 | $1.06M | 0.00% | +4,776+8.2% | Added |
| New York Life Investment Management LLC | 63,717 | $1.07M | 0.01% | +529+0.8% | Added |
| Utah Retirement Systems | 63,778 | $1.07M | 0.01% | −3,500−5.2% | Reduced |
| Rothschild Investment Corp | 64,010 | $1.08M | 0.09% | +325+0.5% | Added |
| Xponance, Inc. | 64,768 | $1.09M | 0.01% | +96+0.1% | Added |
| Duality Advisers, LP | 65,037 | $1.09M | 0.14% | +37,668+137.6% | Added |
| Victory Capital Management Inc | 65,082 | $1.09M | 0.00% | +44,536+216.8% | Added |
| IFM Investors Pty Ltd | 65,513 | $1.10M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 65,728 | $1.10M | 0.01% | +824+1.3% | Added |
| Alps Advisors Inc | 66,877 | $1.12M | 0.01% | +20,798+45.1% | Added |
| APG Asset Management N.V. | 73,031 | $1.13M | 0.00% | +56,900+352.7% | Added |