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, Q3 2023
Institutional positions in Invesco Ltd. as of Sep 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
- 493
- +17 vs. Q2 2023
- Shares held
- 303.6M
- −154.9K (−0.1%) vs. Q2 2023
- Total value
- $4.41B
- −$694.6M (−13.6%) vs. Q2 2023
- New holders
- 59
- 162 more added
- Sold out
- 42
- 181 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Invesco Ltd.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 1 | $0 | 0.00% | −7,112−100.0% | Reduced |
| Centerpoint Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $0 | 0.00% | +32 | New |
| SOA Wealth Advisors, LLC. | 7 | $95 | 0.00% | +1+16.7% | Added |
| Raleigh Capital Management Inc. | 16 | $237 | 0.00% | +16 | New |
| Delos Wealth Advisors, LLC | 18 | $287 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $348 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 28 | $407 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $494 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $532 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 39 | $571 | 0.00% | +1+2.6% | Added |
| Tfo-TDC, LLC | 36 | $605 | 0.00% | +25+227.3% | Added |
| Sound Income Strategies, LLC | 45 | $653 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 45 | $810 | 0.00% | +10+28.6% | Added |
| SkyView Investment Advisors, LLC | 46 | $1.00K | 0.00% | −1−2.1% | Reduced |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 75 | $1.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 76 | $1.10K | 0.00% | −11−12.6% | Reduced |
| Chilton Capital Management LLC | 109 | $1.58K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 115 | $1.67K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 118 | $1.71K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 129 | $1.87K | 0.00% | +118+1,072.7% | Added |
| Private Ocean, LLC | 134 | $1.95K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 135 | $1.96K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 150 | $2.18K | 0.00% | +150 | New |
| Abound Wealth Management | 168 | $2.45K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 169 | $2.45K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 171 | $2.48K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 183 | $2.65K | 0.00% | −9,833−98.2% | Reduced |
| Earnest Partners LLC | 187 | $2.71K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 187 | $2.71K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $2.90K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 207 | $3.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 233 | $3.38K | 0.00% | +6+2.6% | Added |
| Farmers & Merchants Investments Inc | 247 | $3.59K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 265 | $3.85K | 0.00% | +36+15.7% | Added |
| Boyd Watterson Asset Management LLC | 267 | $3.88K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 278 | $4.00K | 0.00% | +278 | New |
| Global Retirement Partners, LLC | 332 | $4.54K | 0.00% | −33−9.0% | Reduced |
| Versant Capital Management, Inc | 378 | $5.49K | 0.00% | +20+5.6% | Added |
| Valley National Advisers Inc | 440 | $6.00K | 0.00% | +300+214.3% | Added |
| GW&K Investment Management, LLC | 382 | $6.00K | 0.00% | +324+558.6% | Added |
| Bell Investment Advisors, Inc | 422 | $6.13K | 0.00% | +255+152.7% | Added |
| Hexagon Capital Partners LLC | 435 | $6.32K | 0.00% | −43−9.0% | Reduced |
| Red Tortoise LLC | 446 | $6.48K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 450 | $6.53K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 534 | $7.00K | 0.00% | −188,779−99.7% | Reduced |
| Zions Bancorporation, N.A. | 521 | $7.57K | 0.00% | −49−8.6% | Reduced |
| Concord Wealth Partners | 522 | $7.58K | 0.00% | −75−12.6% | Reduced |
| WR Wealth Planners, LLC | 537 | $7.80K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 538 | $7.81K | 0.00% | −5,908−91.7% | Reduced |
| FinTrust Capital Advisors, LLC | 555 | $8.06K | 0.00% | +96+20.9% | Added |
| Umb Bank N A | 575 | $8.35K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 585 | $8.49K | 0.00% | +585 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 600 | $8.71K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 496 | $9.00K | 0.00% | −105−17.5% | Reduced |
| MV Capital Management, Inc. | 633 | $9.19K | 0.00% | −42−6.2% | Reduced |
| Advisors Asset Management, Inc. | 644 | $9.35K | 0.00% | +644 | New |
| Oakworth Capital, Inc. | 648 | $9.41K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 660 | $9.58K | 0.00% | −6−0.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 681 | $9.89K | 0.01% | +8+1.2% | Added |
| Mycio Wealth Partners, LLC | 688 | $9.99K | 0.00% | +688 | New |
| Ci Investments Inc. | 689 | $10.0K | 0.00% | +59+9.4% | Added |
| Salem Investment Counselors Inc | 750 | $10.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 780 | $11.3K | 0.00% | −920−54.1% | Reduced |
| Whittier Trust Co | 802 | $11.6K | 0.00% | +39+5.1% | Added |
| Sittner & Nelson, LLC | 811 | $11.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 819 | $11.9K | 0.00% | +1+0.1% | Added |
| Riverview Trust Co | 852 | $12.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 859 | $12.5K | 0.00% | +48+5.9% | Added |
| EverSource Wealth Advisors, LLC | 873 | $12.7K | 0.00% | −2,020−69.8% | Reduced |
| Lindbrook Capital, LLC | 897 | $13.0K | 0.00% | +400+80.5% | Added |
| Gables Capital Management Inc. | 934 | $13.6K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 949 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 950 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 970 | $14.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,000 | $14.5K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1,000 | $14.5K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,000 | $14.5K | 0.01% | +1,000 | New |
| Denali Advisors LLC | 1,027 | $14.9K | 0.01% | +1,027 | New |
| McIlrath & Eck, LLC | 1,032 | $15.0K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 1,050 | $15.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,069 | $15.5K | 0.00% | +36+3.5% | Added |
| Castleview Partners, LLC | 1,123 | $16.3K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,155 | $16.8K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,257 | $18.0K | 0.00% | −448−26.3% | Reduced |
| Private Trust Co NA | 1,267 | $18.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,478 | $21.5K | 0.00% | +1,406+1,952.8% | Added |
| Quadrant Capital Group LLC | 1,498 | $21.8K | 0.00% | +22+1.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,572 | $23.0K | 0.00% | −6,572−80.7% | Reduced |
| PFG Private Wealth Management, LLC | 1,634 | $23.7K | 0.02% | −2,888−63.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,643 | $23.9K | 0.00% | +1,118+213.0% | Added |
| Orion Capital Management LLC | 1,700 | $24.7K | 0.02% | +1,700 | New |
| Grove Bank & Trust | 1,752 | $25.4K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,757 | $25.5K | 0.01% | −500−22.2% | Reduced |
| Capital Analysts, LLC | 1,873 | $27.0K | 0.00% | +125+7.2% | Added |
| Asset Dedication, LLC | 1,900 | $28.0K | 0.00% | +200+11.8% | Added |
| Deseret Mutual Benefit Administrators | 1,955 | $28.4K | 0.01% | −89−4.4% | Reduced |
| Jones Financial Companies LLLP | 2,179 | $31.6K | 0.00% | +2,179 | New |