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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.

Institutional holdersQ2 2023: 478 institutions
Q1 2021: 537 institutionsQ2 2021: 563 institutionsQ3 2021: 558 institutionsQ4 2021: 568 institutionsQ1 2022: 526 institutionsQ2 2022: 521 institutionsQ3 2022: 505 institutionsQ4 2022: 510 institutionsQ1 2023: 515 institutionsQ2 2023: 478 institutionsQ3 2023: 493 institutionsQ4 2023: 493 institutionsQ1 2024: 495 institutionsQ2 2024: 476 institutionsQ3 2024: 493 institutionsQ4 2024: 526 institutionsQ1 2025: 519 institutionsQ2 2025: 521 institutionsQ3 2025: 566 institutionsQ4 2025: 631 institutionsQ1 2026: 639 institutionsQ2 2026: 674 institutions
Value heldQ2 2023: $5.11B
Q1 2021: $7.39BQ2 2021: $7.79BQ3 2021: $7.23BQ4 2021: $7.14BQ1 2022: $7.16BQ2 2022: $4.85BQ3 2022: $4.42BQ4 2022: $5.71BQ1 2023: $5.14BQ2 2023: $5.11BQ3 2023: $4.41BQ4 2023: $5.34BQ1 2024: $5.02BQ2 2024: $4.53BQ3 2024: $6.83BQ4 2024: $7.04BQ1 2025: $6.17BQ2 2025: $6.50BQ3 2025: $8.98BQ4 2025: $10.8BQ1 2026: $10.2BQ2 2026: $11.2B
Institutions holding IVZ and their total value by quarter
QuarterHoldersValue
Q2 2026674$11.2B
Q1 2026639$10.2B
Q4 2025631$10.8B
Q3 2025566$8.98B
Q2 2025521$6.50B
Q1 2025519$6.17B
Q4 2024526$7.04B
Q3 2024493$6.83B
Q2 2024476$4.53B
Q1 2024495$5.02B
Q4 2023493$5.34B
Q3 2023493$4.41B
Q2 2023478$5.11B
Q1 2023515$5.14B
Q4 2022510$5.71B
Q3 2022505$4.42B
Q2 2022521$4.85B
Q1 2022526$7.16B
Q4 2021568$7.14B
Q3 2021558$7.23B
Q2 2021563$7.79B
Q1 2021537$7.39B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q1 2023.

Institutions holding IVZ in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hilltop Holdings Inc.0$00.00%−34,336−100.0%Sold out
Wolverine Trading, LLC0$00.00%−33,847−100.0%Sold out
Sigma Planning Corp0$00.00%−29,601−100.0%Sold out
Empire Financial Management Company, LLC0$00.00%−28,500−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−24,568−100.0%Sold out
Assetmark, Inc0$00.00%−23,504−100.0%Sold out
Panagora Asset Management Inc0$00.00%−22,771−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−21,800−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−20,446−100.0%Sold out
Westpac Banking Corp0$00.00%−20,291−100.0%Sold out
Blair William & Co0$00.00%−20,122−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−19,999−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−18,692−100.0%Sold out
Balentine LLC0$00.00%−18,125−100.0%Sold out
We Are One Seven, LLC0$00.00%−17,307−100.0%Sold out
TCWP LLC0$00.00%−16,438−100.0%Sold out
Verition Fund Management LLC0$00.00%−16,092−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−15,160−100.0%Sold out
MQS Management LLC0$00.00%−13,899−100.0%Sold out
Perennial Investment Advisors, LLC0$00.00%−12,258−100.0%Sold out
XTX Topco Ltd0$00.00%−11,813−100.0%Sold out
Mutual Advisors, LLC0$00.00%−11,776−100.0%Sold out
Twinbeech Capital LP0$00.00%−11,400−100.0%Sold out
Greenleaf Trust0$00.00%−10,623−100.0%Sold out
Toroso Investments, LLC0$00.00%−10,334−100.0%Sold out
First National Bank of South Miami0$00.00%−9,397−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−7,557−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−6,671−100.0%Sold out
State of Wyoming0$00.00%−5,870−100.0%Sold out
Ellevest, Inc.0$00.00%−5,599−100.0%Sold out
GWM Advisors LLC0$00.00%−5,417−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−4,469−100.0%Sold out
Advisory Services Network, LLC0$00.00%−4,323−100.0%Sold out
Simplex Trading, LLC0$00.00%−4,137−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−4,002−100.0%Sold out
Optiver Holding B.V.0$00.00%−3,294−100.0%Sold out
Old North State Trust, LLC0$00.00%−2,930−100.0%Sold out
Machina Capital S.A.S.0$00.00%−2,622−100.0%Sold out
Orion Capital Management LLC0$00.00%−1,700−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−697−100.0%Sold out
BerganKDV Wealth Management, LLC0$00.00%−460−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−407−100.0%Sold out
ING Groep NV0$00.00%−283−100.0%Sold out
Steward Financial Group LLC0$00.00%−295−100.0%Sold out
Syverson Strege & Co0$00.00%−171−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−102−100.0%Sold out
Park Place Capital Corp0$00.00%−107−100.0%Sold out
Schubert & Co0$00.00%−105−100.0%Sold out
PSI Advisors, LLC0$00.00%−100−100.0%Sold out
Adirondack Trust Co0$00.00%−50−100.0%Sold out
Bogart Wealth, LLC0$00.00%−46−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−44−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−33−100.0%Sold out
25 LLC0$00.00%−32−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−31−100.0%Sold out
TFC Financial Management0$00.00%−14−100.0%Sold out
Kula Investments, LLC––––Not filed
Baldrige Asset Management LLC––––Not filed