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 |
|---|---|---|---|---|---|
| Kentucky Retirement Systems Insurance Trust Fund | 16,447 | $276.0K | 0.02% | +264+1.6% | Added |
| M&T Bank Corp | 16,382 | $275.9K | 0.00% | +350+2.2% | Added |
| DGS Capital Management, LLC | 16,148 | $271.4K | 0.14% | −894−5.2% | Reduced |
| Eagle Rock Investment Company, LLC | 15,175 | $267.1K | 0.06% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 15,889 | $267.0K | 0.03% | +15,889 | New |
| Beacon Investment Advisory Services, Inc. | 15,879 | $266.9K | 0.01% | +40.0% | Added |
| William Blair Investment Management, LLC | 15,626 | $262.7K | 0.00% | −40−0.3% | Reduced |
| Glenmede Trust Co NA | 15,865 | $260.2K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 15,393 | $258.8K | 0.00% | +15,393 | New |
| EPG Wealth Management LLC | 15,322 | $257.6K | 0.08% | +1,611+11.7% | Added |
| Leonteq Securities AG | 14,951 | $251.3K | 0.03% | −3,467−18.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,508 | $243.9K | 0.02% | +655+4.7% | Added |
| Novare Capital Management LLC | 14,500 | $243.7K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 14,292 | $240.2K | 0.02% | −278−1.9% | Reduced |
| Beacon Pointe Advisors, LLC | 14,209 | $238.9K | 0.00% | +79+0.6% | Added |
| Pathstone Family Office, LLC | 14,016 | $238.4K | 0.00% | −2,413−14.7% | Reduced |
| Paragon Capital Management Ltd | 14,172 | $238.2K | 0.05% | +3,152+28.6% | Added |
| Cetera Advisors LLC | 14,126 | $237.5K | 0.00% | −11,801−45.5% | Reduced |
| Harbour Investments, Inc. | 13,900 | $233.7K | 0.01% | −1,491−9.7% | Reduced |
| Old National Bancorp | 13,861 | $233.0K | 0.01% | +140+1.0% | Added |
| Fifth Third Bancorp | 13,481 | $226.6K | 0.00% | −346−2.5% | Reduced |
| Bridgewater Associates, LP | 13,082 | $219.9K | 0.00% | +13,082 | New |
| Keystone Financial Group | 12,916 | $217.1K | 0.04% | +12,916 | New |
| Oxford Financial Group Ltd | 12,840 | $215.8K | 0.02% | +12,840 | New |
| Commerce Bank | 12,590 | $211.6K | 0.00% | −1,096−8.0% | Reduced |
| Metis Global Partners, LLC | 12,131 | $203.9K | 0.01% | −221−1.8% | Reduced |
| Investors Asset Management of Georgia Inc | 12,046 | $202.5K | 0.10% | −681−5.4% | Reduced |
| Signaturefd, LLC | 11,878 | $199.7K | 0.01% | +370+3.2% | Added |
| Meeder Advisory Services, Inc. | 11,745 | $197.4K | 0.02% | −1,525−11.5% | Reduced |
| Perigon Wealth Management, LLC | 11,625 | $195.4K | 0.01% | +11,625 | New |
| Swiss Life Asset Management Ltd | 11,450 | $192.5K | 0.00% | −25,773−69.2% | Reduced |
| Carret Asset Management, LLC | 11,400 | $191.6K | 0.03% | −250−2.1% | Reduced |
| Iron Financial, LLC | 11,257 | $189.2K | 0.10% | −191−1.7% | Reduced |
| Tudor Investment Corp Et Al | 11,156 | $187.5K | 0.00% | −354,225−96.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,145 | $187.3K | 0.00% | −107−1.0% | Reduced |
| Vinva Investment Management Ltd | 11,036 | $184.9K | 0.02% | +11,036 | New |
| Meridian Wealth Advisors, LLC | 10,798 | $181.5K | 0.04% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 10,691 | $179.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 10,655 | $179.1K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 10,497 | $176.5K | 0.00% | −392−3.6% | Reduced |
| Forum Financial Management, LP | 10,430 | $175.3K | 0.00% | 00.0% | Unchanged |
| Maven Securities LTD | 10,386 | $174.6K | 0.03% | −37,964−78.5% | Reduced |
| CWM, LLC | 10,305 | $173.0K | 0.00% | +468+4.8% | Added |
| Coldstream Capital Management Inc | 10,205 | $171.5K | 0.01% | −313−3.0% | Reduced |
| Synovus Financial Corp | 10,149 | $170.6K | 0.00% | −475−4.5% | Reduced |
| Hoertkorn Richard Charles | 10,000 | $168.1K | 0.08% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 8,165 | $137.3K | 0.01% | −127,885−94.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,144 | $137.0K | 0.01% | +6,561+414.5% | Added |
| Vestcor Inc | 8,080 | $136.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,974 | $134.0K | 0.00% | +1,897+31.2% | Added |
| Horizon Investments, LLC | 8,036 | $133.5K | 0.00% | +393+5.1% | Added |
| Banque Cantonale Vaudoise | 7,504 | $126.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 7,113 | $119.0K | 0.03% | +3,541+99.1% | Added |
| Desjardins Global Asset Management Inc. | 6,446 | $108.3K | 0.01% | −80,776−92.6% | Reduced |
| Covestor Ltd | 5,803 | $98.0K | 0.07% | +1,447+33.2% | Added |
| Altshuler Shaham Ltd | 5,637 | $94.8K | 0.00% | −636−10.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,598 | $94.1K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,300 | $89.1K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 4,964 | $83.4K | 0.01% | −91−1.8% | Reduced |
| PFG Private Wealth Management, LLC | 4,522 | $76.0K | 0.04% | +44+1.0% | Added |
| NVWM, LLC | 3,425 | $57.6K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,385 | $56.9K | 0.00% | +141+4.3% | Added |
| TD Waterhouse Canada Inc. | 2,996 | $56.9K | 0.00% | −246−7.6% | Reduced |
| Parallel Advisors, LLC | 3,049 | $51.3K | 0.00% | −626−17.0% | Reduced |
| Huntington National Bank | 2,979 | $50.1K | 0.00% | +41+1.4% | Added |
| Penserra Capital Management LLC | 2,947 | $49.0K | 0.00% | −148,956−98.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,893 | $48.6K | 0.01% | +1,146+65.6% | Added |
| Silvant Capital Management LLC | 2,649 | $44.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,470 | $41.5K | 0.01% | +215+9.5% | Added |
| UniSuper Management Pty Ltd | 2,300 | $38.7K | 0.00% | +2,300 | New |
| Northwest Investment Counselors, LLC | 2,257 | $37.9K | 0.01% | −776−25.6% | Reduced |
| V-Square Quantitative Management LLC | 2,069 | $34.8K | 0.03% | +2,069 | New |
| Deseret Mutual Benefit Administrators | 2,044 | $34.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,755 | $29.5K | 0.00% | +176+11.1% | Added |
| Grove Bank & Trust | 1,752 | $29.5K | 0.01% | −33−1.8% | Reduced |
| Bessemer Group Inc | 1,705 | $29.0K | 0.00% | −4,885−74.1% | Reduced |
| Capital Analysts, LLC | 1,748 | $29.0K | 0.00% | −129−6.9% | Reduced |
| Asset Dedication, LLC | 1,700 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,700 | $28.6K | 0.00% | +1,700 | New |
| Quent Capital, LLC | 1,541 | $25.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,476 | $24.8K | 0.00% | −154−9.4% | Reduced |
| Private Trust Co NA | 1,267 | $21.3K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,239 | $20.8K | 0.01% | +9+0.7% | Added |
| Federated Hermes, Inc. | 1,239 | $20.8K | 0.00% | −72−5.5% | Reduced |
| CGC Financial Services, LLC | 1,155 | $19.4K | 0.01% | +1,155 | New |
| Castleview Partners, LLC | 1,123 | $18.9K | 0.02% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,050 | $17.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,033 | $17.4K | 0.00% | +45+4.6% | Added |
| McIlrath & Eck, LLC | 1,032 | $17.3K | 0.00% | −402−28.0% | Reduced |
| Central Trust Co | 1,000 | $16.8K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $16.8K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 970 | $16.3K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 962 | $16.2K | 0.00% | +3+0.3% | Added |
| Rosenberg Matthew Hamilton | 950 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 949 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 934 | $15.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 852 | $14.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 818 | $13.8K | 0.00% | −1,920−70.1% | Reduced |
| Sittner & Nelson, LLC | 811 | $13.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 811 | $13.6K | 0.00% | +19+2.4% | Added |