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 |
|---|---|---|---|---|---|
| AM Squared Ltd | 800 | $13.4K | 0.02% | +800 | New |
| Whittier Trust Co | 763 | $12.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 750 | $12.6K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 748 | $12.6K | 0.01% | +748 | New |
| O'Dell Group, LLC | 679 | $11.4K | 0.00% | +679 | New |
| MV Capital Management, Inc. | 675 | $11.3K | 0.00% | +33+5.1% | Added |
| Massmutual Trust Co FSB | 666 | $11.2K | 0.00% | −88−11.7% | Reduced |
| Ci Investments Inc. | 630 | $11.0K | 0.00% | +605+2,420.0% | Added |
| Oakworth Capital, Inc. | 648 | $10.9K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $10.1K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 597 | $10.0K | 0.00% | +421+239.2% | Added |
| Ronald Blue Trust, Inc. | 601 | $10.0K | 0.00% | −352−36.9% | Reduced |
| Clear Street Markets LLC | 598 | $10.0K | 0.00% | −294−33.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 673 | $9.67K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 575 | $9.67K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 570 | $9.58K | 0.00% | +205+56.2% | Added |
| WR Wealth Planners, LLC | 537 | $9.03K | 0.00% | +537 | New |
| Steward Partners Investment Advisory, LLC | 525 | $8.82K | 0.00% | −300−36.4% | Reduced |
| Lindbrook Capital, LLC | 497 | $8.36K | 0.00% | −284−36.4% | Reduced |
| FinTrust Capital Advisors, LLC | 459 | $8.26K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 478 | $8.04K | 0.00% | −16−3.2% | Reduced |
| Pflug Koory, LLC | 450 | $7.57K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 446 | $7.50K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 365 | $6.14K | 0.00% | −76−17.2% | Reduced |
| Versant Capital Management, Inc | 358 | $6.02K | 0.00% | +96+36.6% | Added |
| PCA Investment Advisory Services Inc. | 350 | $5.88K | 0.00% | +350 | New |
| Boyd Watterson Asset Management LLC | 267 | $4.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $4.15K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 265 | $4.00K | 0.00% | −310−53.9% | Reduced |
| Gradient Investments LLC | 229 | $3.85K | 0.00% | +196+593.9% | Added |
| Spire Wealth Management | 227 | $3.82K | 0.00% | +7+3.2% | Added |
| SRS Capital Advisors, Inc. | 209 | $3.51K | 0.00% | +209 | New |
| Cape Investment Advisory, Inc. | 207 | $3.48K | 0.00% | +60+40.8% | Added |
| HM Payson & Co | 201 | $3.38K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $3.36K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $3.36K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 187 | $3.14K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 187 | $3.14K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 140 | $3.00K | 0.00% | +140 | New |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.88K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 169 | $2.84K | 0.00% | −86−33.7% | Reduced |
| Abound Wealth Management | 168 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 167 | $2.81K | 0.00% | −127−43.2% | Reduced |
| Citizens National Bank Trust Department | 166 | $2.79K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $2.27K | 0.00% | −215−61.4% | Reduced |
| Private Ocean, LLC | 134 | $2.25K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $1.98K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 115 | $1.97K | 0.00% | +115 | New |
| AdvisorNet Financial, Inc | 112 | $1.88K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 109 | $1.83K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $1.68K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 87 | $1.46K | 0.00% | +40+85.1% | Added |
| Disciplined Investments, LLC | 84 | $1.41K | 0.00% | +12+16.7% | Added |
| Creative Financial Designs Inc | 75 | $1.26K | 0.00% | +75 | New |
| Allworth Financial LP | 72 | $1.21K | 0.00% | −981−93.2% | Reduced |
| Retirement Group, LLC | 60 | $1.01K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 47 | $1.00K | 0.00% | +23+95.8% | Added |
| GW&K Investment Management, LLC | 58 | $1.00K | 0.00% | +58 | New |
| Sound Income Strategies, LLC | 45 | $756 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $689 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39 | $656 | 0.00% | −34−46.6% | Reduced |
| Baystate Wealth Management LLC | 38 | $652 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 35 | $586 | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 34 | $572 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 28 | $471 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $403 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 20 | $336 | 0.00% | −21−51.2% | Reduced |
| Delos Wealth Advisors, LLC | 18 | $303 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $185 | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11 | $185 | 0.00% | +11 | New |
| SOA Wealth Advisors, LLC. | 6 | $109 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | −182−87.9% | Reduced |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |