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 |
|---|---|---|---|---|---|
| Man Group plc | 349,338 | $5.87M | 0.02% | – | – |
| Continental Advisors LLC | 353,071 | $5.94M | 5.24% | +10,000+2.9% | Added |
| Brookfield Asset Management Inc. | 364,065 | $6.12M | 0.02% | −99,893−21.5% | Reduced |
| HSBC Holdings PLC | 375,359 | $6.32M | 0.01% | −104,526−21.8% | Reduced |
| Insight Folios Inc | 393,414 | $6.61M | 2.77% | +22,367+6.0% | Added |
| Susquehanna International Group, LLP | 397,792 | $6.69M | 0.01% | +116,461+41.4% | Added |
| Wesleyan Assurance Society | 404,237 | $6.79M | 0.73% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 406,745 | $6.84M | 0.01% | −747,157−64.8% | Reduced |
| Storebrand Asset Management AS | 407,021 | $6.84M | 0.03% | −30,840−7.0% | Reduced |
| Brandywine Global Investment Management, LLC | 407,317 | $6.85M | 0.06% | −12,070−2.9% | Reduced |
| New York State Teachers Retirement System | 413,910 | $6.96M | 0.02% | −5,248−1.3% | Reduced |
| Pacer Advisors, Inc. | 429,853 | $7.23M | 0.03% | −82,949−16.2% | Reduced |
| Toronto Dominion Bank | 444,969 | $7.47M | 0.01% | +15,392+3.6% | Added |
| Adage Capital Partners GP, L.L.C. | 456,469 | $7.67M | 0.02% | +1,100+0.2% | Added |
| State Board of Administration of Florida Retirement System | 473,333 | $7.96M | 0.02% | +2,707+0.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 531,548 | $8.94M | 0.04% | +451,681+565.5% | Added |
| Principal Financial Group Inc | 540,980 | $9.09M | 0.01% | −27,503−4.8% | Reduced |
| Standard Life Aberdeen plc | 542,130 | $9.11M | 0.02% | +50,039+10.2% | Added |
| Hudson Bay Capital Management LP | 550,000 | $9.25M | 0.09% | +200,000+57.1% | Added |
| California State Teachers Retirement System | 552,529 | $9.29M | 0.01% | −17,619−3.1% | Reduced |
| Alliancebernstein L.P. | 573,119 | $9.63M | 0.00% | −1,058−0.2% | Reduced |
| Credit Suisse AG | 633,519 | $10.6M | 0.01% | −39,191−5.8% | Reduced |
| Olstein Capital Management, L.P. | 634,000 | $10.7M | 1.72% | +68,000+12.0% | Added |
| California Public Employees Retirement System | 659,124 | $11.1M | 0.01% | −23,194−3.4% | Reduced |
| BNP Paribas Arbitrage, SA | 732,493 | $12.3M | 0.02% | +325,127+79.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 739,624 | $12.4M | 0.01% | −137,868−15.7% | Reduced |
| Rhumbline Advisers | 762,203 | $12.8M | 0.01% | +499+0.1% | Added |
| Squarepoint Ops LLC | 764,587 | $12.9M | 0.07% | −139,817−15.5% | Reduced |
| KBC Group NV | 857,417 | $14.4M | 0.06% | +776,644+961.5% | Added |
| Two Sigma Advisers, LP | 862,000 | $14.5M | 0.04% | −908,300−51.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 868,000 | $14.6M | 0.07% | +868,000 | New |
| Gillson Capital LP | 892,652 | $15.0M | 1.32% | +892,652 | New |
| AE Wealth Management LLC | 930,323 | $15.6M | 0.09% | +168,259+22.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 951,172 | $16.0M | 0.05% | +27,873+3.0% | Added |
| Agf Management Ltd | 961,992 | $16.2M | 0.12% | −15,228−1.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 982,095 | $16.5M | 0.08% | −53,249−5.1% | Reduced |
| Alyeska Investment Group, L.P. | 1,000,000 | $16.8M | 0.13% | −757,800−43.1% | Reduced |
| Marshall Wace, LLP | 1,037,360 | $17.4M | 0.04% | +110,491+11.9% | Added |
| Prudential Financial Inc | 1,052,094 | $17.7M | 0.03% | +208,262+24.7% | Added |
| Bank of America Corp | 1,081,100 | $18.2M | 0.00% | −1,148,400−51.5% | Reduced |
| Nuveen Asset Management, LLC | 1,136,936 | $19.1M | 0.01% | −190,067−14.3% | Reduced |
| JPMorgan Chase & Co | 1,164,501 | $19.6M | 0.00% | +168,787+17.0% | Added |
| First Trust Advisors LP | 1,209,027 | $20.3M | 0.02% | −289,194−19.3% | Reduced |
| Barclays PLC | 1,361,198 | $22.9M | 0.01% | +216,229+18.9% | Added |
| Price T Rowe Associates Inc | 1,401,996 | $23.6M | 0.00% | −1,327−0.1% | Reduced |
| Legal & General Group Plc | 1,453,537 | $24.4M | 0.01% | −62,984−4.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,462,950 | $24.6M | 0.06% | +904,855+162.1% | Added |
| Deutsche Bank AG | 1,520,308 | $25.6M | 0.01% | −37,079−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,525,010 | $25.6M | 0.04% | −95,201−5.9% | Reduced |
| AQR Capital Management LLC | 1,536,056 | $25.8M | 0.05% | −740,800−32.5% | Reduced |
| Royal Bank of Canada | 1,622,501 | $27.3M | 0.01% | +536,166+49.4% | Added |
| American Century Companies Inc | 1,635,544 | $27.5M | 0.02% | +110,493+7.2% | Added |
| UBS Group AG | 1,670,812 | $28.1M | 0.01% | +318,953+23.6% | Added |
| Letko, Brosseau & Associates Inc | 1,736,838 | $29.2M | 0.54% | −7,075−0.4% | Reduced |
| UBS Asset Management Americas Inc | 1,861,535 | $30.5M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 2,320,833 | $39.0M | 0.01% | +86,958+3.9% | Added |
| Swedbank AB | 2,654,258 | $44.6M | 0.08% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 2,686,063 | $45.2M | 0.19% | +11,701+0.4% | Added |
| Goldman Sachs Group Inc | 2,918,961 | $49.1M | 0.01% | −1,753,230−37.5% | Reduced |
| Bank of New York Mellon Corp | 3,060,536 | $51.4M | 0.01% | −75,549−2.4% | Reduced |
| Fisher Asset Management, LLC | 3,223,116 | $54.2M | 0.03% | +137,659+4.5% | Added |
| Norges Bank | 3,655,533 | $61.4M | 0.01% | +85,664+2.4% | Added |
| FMR LLC | 3,794,795 | $63.8M | 0.01% | −521,642−12.1% | Reduced |
| Charles Schwab Investment Management Inc | 3,893,296 | $65.4M | 0.02% | +51,951+1.4% | Added |
| Northern Trust Corp | 4,548,920 | $76.5M | 0.01% | −38,020−0.8% | Reduced |
| Amundi | 4,875,358 | $82.6M | 0.04% | +2,552,702+109.9% | Added |
| Morgan Stanley | 5,320,119 | $89.4M | 0.01% | +134,931+2.6% | Added |
| Citadel Advisors LLC | 5,618,961 | $94.5M | 0.11% | −3,761,425−40.1% | Reduced |
| Massachusetts Financial Services Co | 7,082,770 | $119.1M | 0.04% | +1,394,111+24.5% | Added |
| Dimensional Fund Advisors LP | 9,563,021 | $160.8M | 0.05% | +171,634+1.8% | Added |
| Geode Capital Management, LLC | 9,600,851 | $161.0M | 0.02% | +251,010+2.7% | Added |
| State Street Corp | 24,693,135 | $415.1M | 0.02% | +381,387+1.6% | Added |
| Trian Fund Management, L.P.SuperinvestorTrian Fund Management | 33,940,096 | $570.5M | 14.70% | 00.0% | Unchanged |
| BlackRock Inc. | 47,856,616 | $804.5M | 0.02% | +103,815+0.2% | Added |
| Vanguard Group Inc | 53,261,211 | $895.3M | 0.02% | −53,496−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 1,738 | – | – | +1,738 | New |
| Sterling Investment Advisors, Ltd. | 677 | – | – | +677 | New |
| Quilter Plc | 2,245 | – | – | +2,245 | New |
| Fiera Capital Corp | 0 | $0 | 0.00% | −2,336,112−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −430,462−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −358,812−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −307,400−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −277,908−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −268,000−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −224,844−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −172,317−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −172,317−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −156,689−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −112,026−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −105,550−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −103,234−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −75,524−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −74,182−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −74,172−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −63,724−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −56,294−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −49,644−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −49,600−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −38,795−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −38,830−100.0% | Sold out |