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 |
|---|---|---|---|---|---|
| Skandinaviska Enskilda Banken AB (publ) | 54,767 | $921.0K | 0.01% | −661−1.2% | Reduced |
| Czech National Bank | 54,238 | $911.7K | 0.02% | +677+1.3% | Added |
| Wright Investors Service Inc | 53,173 | $893.8K | 0.25% | −5,703−9.7% | Reduced |
| 1832 Asset Management L.P. | 52,912 | $889.5K | 0.00% | +6,163+13.2% | Added |
| Private Advisor Group, LLC | 52,528 | $882.8K | 0.01% | +19,933+61.2% | Added |
| Highland Capital Management, LLC | 49,703 | $835.5K | 0.05% | −1,450−2.8% | Reduced |
| D.A. Davidson & Co. | 49,500 | $832.1K | 0.01% | −990−2.0% | Reduced |
| Norinchukin Bank, The | 48,219 | $810.6K | 0.01% | +25,694+114.1% | Added |
| Renaissance Technologies LLC | 48,100 | $809.0K | 0.00% | −1,166,700−96.0% | Reduced |
| Canada Pension Plan Investment Board | 48,100 | $808.6K | 0.00% | −24,000−33.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 47,760 | $803.0K | 0.00% | −159,881−77.0% | Reduced |
| Mercer Global Advisors Inc | 47,105 | $792.0K | 0.00% | +7,035+17.6% | Added |
| Mather Group, LLC. | 44,826 | $753.5K | 0.01% | +44,826 | New |
| Quantinno Capital Management LP | 44,372 | $746.0K | 0.04% | +10,786+32.1% | Added |
| JustInvest LLC | 43,117 | $724.8K | 0.02% | +14,069+48.4% | Added |
| Janus Henderson Group PLC | 42,814 | $719.5K | 0.00% | −4,987−10.4% | Reduced |
| Paradigm Asset Management Co LLC | 42,600 | $716.1K | 0.19% | +42,600 | New |
| Bank Ozk | 40,950 | $688.4K | 0.33% | +40,950 | New |
| Wellington Management Group LLP | 39,537 | $664.6K | 0.00% | +2,117+5.7% | Added |
| Mariner, LLC | 39,020 | $655.9K | 0.00% | −18,626−32.3% | Reduced |
| Advisor Partners II, LLC | 38,859 | $653.2K | 0.03% | −3,675−8.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 38,702 | $651.0K | 0.01% | −2,307−5.6% | Reduced |
| Nissay Asset Management Corp | 37,575 | $631.6K | 0.01% | −62−0.2% | Reduced |
| Securian Asset Management, Inc | 37,350 | $627.9K | 0.02% | −260−0.7% | Reduced |
| Stock Yards Bank & Trust Co | 36,992 | $621.8K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 36,838 | $619.0K | 0.02% | +878+2.4% | Added |
| Weiss Multi-Strategy Advisers LLC | 35,120 | $590.0K | 0.01% | −329,880−90.4% | Reduced |
| Cetera Advisor Networks LLC | 34,851 | $585.9K | 0.00% | −5,917−14.5% | Reduced |
| Public Employees Retirement Association of Colorado | 34,624 | $582.0K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 34,500 | $579.9K | 0.06% | +34,500 | New |
| Gulf International Bank (UK) Ltd | 34,324 | $576.0K | 0.01% | −10,202−22.9% | Reduced |
| Great Lakes Retirement, Inc. | 33,830 | $568.7K | 0.10% | +1,180+3.6% | Added |
| Schroder Investment Management Group | 32,617 | $548.3K | 0.00% | +1,649+5.3% | Added |
| Investors Research Corp | 32,525 | $546.7K | 0.14% | −125−0.4% | Reduced |
| Hartford Investment Management Co | 31,783 | $534.3K | 0.02% | −6,489−17.0% | Reduced |
| Tennessee Valley Asset Management Partners | 31,765 | $534.0K | 0.17% | +12,609+65.8% | Added |
| Ostrum Asset Management | 31,692 | $532.7K | 0.04% | +132+0.4% | Added |
| Vontobel Holding Ltd. | 31,582 | $530.9K | 0.00% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 31,207 | $524.6K | 0.00% | +1,164+3.9% | Added |
| Worldquant Millennium Advisors LLC | 31,147 | $523.6K | 0.01% | +31,147 | New |
| Crossmark Global Holdings, Inc. | 31,354 | $521.0K | 0.01% | −278−0.9% | Reduced |
| Ethic Inc. | 30,573 | $513.9K | 0.02% | −12,542−29.1% | Reduced |
| Prudential PLC | 30,540 | $513.4K | 0.01% | −124−0.4% | Reduced |
| Contravisory Investment Management, Inc. | 30,437 | $511.6K | 0.14% | +599+2.0% | Added |
| Captrust Financial Advisors | 30,174 | $507.2K | 0.00% | −988−3.2% | Reduced |
| Kinneret Advisory, LLC | 30,073 | $505.5K | 0.06% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 29,807 | $501.1K | 0.02% | +965+3.3% | Added |
| Everence Capital Management Inc | 34,830 | $501.0K | 0.04% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 28,738 | $483.1K | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 28,300 | $475.7K | 0.01% | −1,300−4.4% | Reduced |
| Daiwa Securities Group Inc. | 28,247 | $475.0K | 0.00% | +1,003+3.7% | Added |
| ARGA Investment Management, LP | 28,084 | $472.1K | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 28,108 | $472.0K | 0.01% | +747+2.7% | Added |
| Creative Planning | 27,085 | $455.3K | 0.00% | +3,018+12.5% | Added |
| Capstone Investment Advisors, LLC | 27,046 | $454.6K | 0.01% | +12,604+87.3% | Added |
| Twin Tree Management, LP | 26,910 | $452.4K | 0.01% | +9,795+57.2% | Added |
| Natixis Advisors, L.P. | 26,831 | $451.0K | 0.00% | +6,312+30.8% | Added |
| Equitable Holdings, Inc. | 26,710 | $449.0K | 0.01% | +2,501+10.3% | Added |
| Nordea Investment Management AB | 26,536 | $447.1K | 0.00% | −4,427−14.3% | Reduced |
| Teacher Retirement System of Texas | 25,996 | $437.0K | 0.00% | −11,941−31.5% | Reduced |
| Cresset Asset Management, LLC | 25,926 | $435.8K | 0.00% | +25,926 | New |
| Element Wealth, LLC | 25,918 | $435.7K | 0.30% | +92+0.4% | Added |
| Cetera Investment Advisers | 25,916 | $435.6K | 0.00% | −3,432−11.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 25,060 | $421.3K | 0.00% | +5,143+25.8% | Added |
| Lumina Fund Management LLC | 25,000 | $420.0K | 0.19% | 00.0% | Unchanged |
| MAI Capital Management | 24,147 | $405.9K | 0.01% | −2,253−8.5% | Reduced |
| DuPont Capital Management Corp | 23,746 | $399.2K | 0.02% | +23,746 | New |
| Ossiam | 23,589 | $396.5K | 0.01% | −635,843−96.4% | Reduced |
| Neuberger Berman Group LLC | 23,429 | $393.8K | 0.00% | −6,568−21.9% | Reduced |
| Unison Advisors LLC | 23,126 | $388.7K | 0.04% | +261+1.1% | Added |
| Snowden Capital Advisors LLC | 22,650 | $380.7K | 0.01% | −27,443−54.8% | Reduced |
| Natixis | 22,624 | $380.3K | 0.00% | +22,624 | New |
| Morningstar Investment Services LLC | 22,706 | $379.0K | 0.00% | +1,949+9.4% | Added |
| US Bancorp | 22,337 | $375.5K | 0.00% | −1,796−7.4% | Reduced |
| New Mexico Educational Retirement Board | 22,114 | $372.0K | 0.02% | +1,100+5.2% | Added |
| Assenagon Asset Management S.A. | 21,957 | $369.1K | 0.00% | +1,428+7.0% | Added |
| Quantbot Technologies LP | 21,697 | $364.7K | 0.02% | −89,215−80.4% | Reduced |
| WBI Investments | 21,456 | $360.7K | 0.07% | −18,500−46.3% | Reduced |
| MML Investors Services, LLC | 21,401 | $360.0K | 0.00% | +2,287+12.0% | Added |
| United Capital Financial Advisers, LLC | 20,837 | $350.3K | 0.00% | +530+2.6% | Added |
| CIBC Private Wealth Group, LLC | 20,801 | $349.7K | 0.00% | −11,747−36.1% | Reduced |
| Van Eck Associates Corp | 20,604 | $347.0K | 0.00% | +8,197+66.1% | Added |
| NorthCrest Asset Manangement, LLC | 20,437 | $343.5K | 0.01% | −799−3.8% | Reduced |
| Savant Capital, LLC | 20,301 | $341.3K | 0.01% | −7,438−26.8% | Reduced |
| Metropolitan Life Insurance Co | 19,966 | $335.6K | 0.02% | −375−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 19,625 | $329.9K | 0.00% | −36,715−65.2% | Reduced |
| Verdence Capital Advisors LLC | 19,284 | $324.2K | 0.04% | −1,045−5.1% | Reduced |
| Truvestments Capital LLC | 19,136 | $321.7K | 0.16% | −5,192−21.3% | Reduced |
| Stratos Wealth Partners, LTD. | 19,129 | $321.6K | 0.01% | −262−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 18,924 | $318.1K | 0.02% | −724−3.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,868 | $317.2K | 0.18% | +818+4.5% | Added |
| Centennial Wealth Advisory LLC | 18,823 | $316.4K | 0.17% | +2,872+18.0% | Added |
| Janney Montgomery Scott LLC | 18,332 | $308.0K | 0.00% | −3,180−14.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17,933 | $301.5K | 0.00% | +7,030+64.5% | Added |
| Putnam Investments LLC | 17,394 | $292.4K | 0.00% | +17,394 | New |
| Diversified Trust Co | 17,147 | $288.2K | 0.01% | +17,147 | New |
| Ieq Capital, LLC | 16,886 | $283.9K | 0.01% | −4,992−22.8% | Reduced |
| Purus Wealth Management, LLC | 16,861 | $283.4K | 0.18% | +215+1.3% | Added |
| Rathbone Brothers plc | 16,840 | $283.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10,016 | $277.6K | 0.01% | −347−3.3% | Reduced |